James Montgomery Academy Trust

UID 16488·Companies House 10482806·Incorporated November 2016·Compare

Schools

Flags

14 high severity

Finance: 2025/26Ofsted: Mar 2026Performance: 2025/26Workforce: 2026/27Attendance: 2025/26

Total income

£33.0m

4,738 pupils

Avg staff costs

73.1%

of income

Avg reserves

2.8%

of income

Avg absence

More metrics

Avg FSM

28.5%

free school meals

Capacity

90%

4,738 / 5,252 places

Total admin cost

£1.2m

£259 per pupil

Trust overview

5 of 20 schools report staff costs above the DfE's 78% review point. Staffing ratios reflect phase mix, curriculum and local context as much as efficiency.

3 of 20 schools report negative revenue reserves at year-end. A year-end snapshot can reflect planned spend-down, in-trust transfers or timing; the trust's audited accounts give the fuller picture.

Absence is at or below the national average in 16 of 20 schools.

14 of 20 inspected schools meet the expected standard or above; 6 have at least one area judged below it. Inspection dates vary — some grades predate current leadership.

3 of these inspections used the new Report Card framework; its scale is not directly comparable with legacy grades.

Generated from published DfE and Ofsted data — year-end snapshots that cannot show in-year plans, restructuring or local context. Reference points are DfE review thresholds, not judgements.

Ofsted & results

Ofsted

70%meeting standard or above

Across 20 graded schools, including 3 under the new Report Card framework. The two frameworks are not directly comparable.

Sub-judgements — earlier framework

Quality of education

77% Good+

Good 10RI 3

Behaviour & attitudes

69% Good+

Good 9RI 4

Personal development

85% Good+

Good 11RI 2

Leadership & management

85% Good+

Good 17RI 3

Performance (trust avg)

Key Stage 2

Expected standard (RWM)

53.5%

-7.5pp

vs national

National averages: 2023/24

Trust details

AddressEllis House, Wath-Upon-Dearne, S63 6BB

Companies House10482806

Incorporated17 November 2016

Report Card inspections (new framework)

About these grades

Grade distribution across 3 schoolsinspected under Ofsted's 5-point scale (from November 2025). Not directly comparable with the earlier 1–4 sub-judgements above.

Curriculum & teaching

Expected standard 2Needs attention 1

Achievement

Needs attention 2Expected standard 1

Inclusion

Expected standard 3

Attendance & behaviour

Year	Schools	Pupils	Total income	Total expenditure	Avg staff costs %	Avg reserves %
2021/22	17	4,214	£23.3m	£22.5m	72.3%	5.3%
2022/23	18	4,324	£27.4m	£26.4m	72.8%	2.3%
2023/24	19	4,454	£29.9m	£29.0m	74.0%	1.0%
2024/25partial	20	4,738	£33.0m	£30.8m	73.1%	2.8%
2025/26	20	4,552	—	—	—	—

Central services

2024/25

Centralisation

4.8%

of total trust spend

Typical MAT centralisation ranges from 3-7% of total trust spend. Figures below 2% may indicate limited central coordination; above 10% warrants review of value for money.

CS expenditure

£1,541,000

CS staff costs

£1,334,000

CS income

£105,000

Admin & clerical£488,000

Teaching staff£607,000

ICT£69,000

Premises£2,000

Legal & professional-£190,000

Auditor costs£56,000

Governance

Source: Companies House

Board of trustees

Accounts to Aug 2025

7 current directors · Average tenure: 5.1 years · 4 changes in last 12 months

Directors / Trustees (7)

Emily Walker

director·< 1 year

Tony Peter Gardiner

director·< 1 year

Ian Derek Hutchinson

director·4 years

Vicky Ann Helliwell

director·4 years

Richard Punshon

director·6 years

Catherine Hewitt

director·8 years

Carl John Fitch

director·9 years

Company Secretary

Jacqueline Oliver

secretary·8 years

9 former officers — most recent departure: Aug 2025

Lynsey Hunter

director·4 years·Resigned Mar 2023

Craig Parkinson

director·4 years·Resigned Aug 2025

John Benjamin Gray

director·6 years·Resigned Oct 2021

Richard Moody

director·8 years·Resigned Apr 2019

Alan James Richards

director·9 years·Resigned Jul 2023

John Brennan

Member schools (20)

20 schools|17 with risk flags|11 high severity

School	URN	Phase	Risk flags
Anston Hillcrest Primary School	146467	Primary	workforce pressure
Bramley Sunnyside Junior School	150215	Primary	high staff costsworkforce pressurein year deficit
Brampton Cortonwood Infant School	144324	Primary	workforce pressureofsted concern
Brampton Ellis CofE Primary School	144197	Primary	ofsted concernworkforce pressure
Brinsworth Howarth Primary School	147374	Primary	—
Clifford All Saints CofE Primary School	150370	Primary	ofsted concernin year deficitworkforce pressure
Ferham Primary School	148013	Primary	high absenceworkforce pressureofsted concern
Harthill Primary School	146492	Primary	high staff costs
Highfield Farm Primary School	149118	Primary	ofsted concernworkforce pressurehigh absence
Hooton Pagnell All Saints Church of England Primary School	144536	Primary	workforce pressure
Kiveton Park Infant School	146470	Primary	workforce pressure
Kiveton Park Meadows Junior School	146582	Primary	workforce pressureofsted concern
Laughton Junior and Infant School	146411	Primary	—
Meadow View Primary School	147920	Primary	workforce pressure
Mexborough St John the Baptist CofE Primary School	143581	Primary	performance decline
St Ann's Primary School	147938	Primary	high absencehigh staff costsworkforce pressure
Thurcroft Infant School	146866	Primary	workforce pressurehigh staff costs
Wath Central Primary School	143544	Primary	workforce pressure
Wath Church of England Primary School	143480	Primary	—
Wath Victoria Primary School	140170	Primary	high staff costsworkforce pressureofsted concern