The Heath Academy Trust

UID 15953·Companies House 09809895·Incorporated October 2015·Compare

Schools

Flags

1 high severity

Finance: 2024/25Ofsted: Apr 2025Performance: 2025/26Workforce: 2025/26Attendance: 2025/26

Total income

£5.6m

860 pupils

Avg staff costs

78.4%

of income

Avg reserves

7.3%

of income

Avg absence

4.8%

Persistent: 11.6%

More metrics

Avg FSM

14.0%

free school meals

Capacity

79%

860 / 1,088 places

Trust overview

3 of 6 schools have staff costs above the DfE's 78% review threshold — review against school context.

1 school is operating in deficit — this may reflect planned investment or require financial planning.

5 of 6 schools had expenditure exceeding income this year.

Overall absence is above the national average in 17% of schools (1 of 6).

1 school has persistent absence above 20%.

All inspected schools are rated Good or Outstanding across sub-judgements.

Reference points from DfE published guidance. Whether any metric warrants action depends on the trust's context and strategy.

At a glance

3 schools with staff costs above 78%2 schools in deficit2 schools with workforce pressure1 school with absence above 8%

Ofsted sub-judgements

Quality of education

100% Good+

Outst. 1Good 3

Behaviour & attitudes

100% Good+

Outst. 1Good 3

Personal development

100% Good+

Outst. 1Good 3

Leadership & management

100% Good+

Outst. 1Good 5

Performance (trust avg)

Key Stage 2

Expected standard (RWM)

90.0%

+29.0pp

vs national

National averages: 2023/24

Trust details

AddressSt James Ce First School, Alderholt, SP6 3AJ

Companies House09809895

Incorporated5 October 2015

Trust growth over time

matpulse.co.uk

Schools Pupils

Year	Schools	Pupils	Total income	Total expenditure	Avg staff costs %	Avg reserves %
2021/22	6	898	£4.9m	£4.7m	73.2%	12.4%
2022/23	6	881	£5.3m	£5.0m	74.4%	12.2%
2023/24	6	860	£5.6m	£5.6m	78.4%	7.2%
2024/25partial	6	863	—	—	—	—

Central services — 2023/24

Centralisation

4.7%

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

£275,000

CS staff costs

£128,000

CS income

£1,000

Admin & clerical£65,000

Teaching staff£51,000

ICT£0

Premises£0

Legal & professional£39,000

Auditor costs£21,000

Governance

Accounts to Aug 2025Source: Companies House

7 current directors · Average tenure: 4.1 years · 3 changes in last 12 months

Directors / Trustees (7)

Joanne Hudson

director·< 1 year

Kevyn Doolan

director·1 year

Daniel Simon Jones

director·1 year

Maris O'brien

director·3 years

Holly Jones

director·3 years

Laura Crossley

director·9 years

Nicholas Delaforce Musselwhite

director·10 years

Company Secretary

Selina Jane White

secretary·6 years

19 former officers — most recent departure: Mar 2026

Clare Sims

director·4 years·Resigned Aug 2024

Isobel Kate Dale

director·5 years·Resigned Mar 2026

Andy Reverend Muckle

director·5 years·Resigned Jan 2023

Jill Diana Christine Mccall

director·7 years·Resigned Nov 2022

Eka Tikaradze

director·7 years·Resigned Jan 2019

Jennifer Clare Taylor

Member schools (6)

6 schools|4 with risk flags|1 high severity

School	URN	Phase	Risk flags
Oakhurst Community First School	142500	Primary	high staff costsin year deficit
Sixpenny Handley First School and Nursery	142503	Primary	high staff costs
St Ives Primary & Nursery School	142505	Primary	—
St James' Church of England First School and Nursery, Alderholt	142506	Primary	—
St Mary's CofE First School & Nursery	142514	Primary	workforce pressure
Three Legged Cross First and Nursery School	142512	Primary	high staff costsin year deficitworkforce pressurehigh absence