The Heath Family (north West)

UID 3372·Companies House 07614421·Incorporated April 2011·Compare

Schools

Flags

10 high severity

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

Total income

£33.2m

3,760 pupils

Avg staff costs

68.6%

of income

Avg reserves

8.1%

of income

Avg absence

More metrics

Avg FSM

43.6%

free school meals

Capacity

80%

3,760 / 4,680 places

Total admin cost

£1.4m

£368 per pupil

Trust overview

All 8 schools with reported data have staff costs below the DfE's 78% review point.

2 of 8 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.

Every school with reported data balanced its in-year budget in the latest return.

Absence is above the national average in 6 of 8 schools. Attendance tracks intake and local circumstances as well as school practice.

6 schools report persistent absence above 20%, a level the DfE prioritises for additional support.

6 of 8 inspected schools meet the expected standard or above; 2 have at least one area judged below it. Inspection dates vary — some grades predate current leadership.

1 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

75%meeting standard or above

Across 8 graded schools, including 1 under the new Report Card framework. The two frameworks are not directly comparable.

Sub-judgements — earlier framework

Quality of education

67% Good+

Good 4RI 2

Behaviour & attitudes

83% Good+

Good 5RI 1

Personal development

83% Good+

Good 5RI 1

Leadership & management

75% Good+

Good 6RI 2

Performance (trust avg)

Key Stage 4

Attainment 8

39.9

-6.3

vs national

Key Stage 2

Expected standard (RWM)

70.0%

+9.0pp

vs national

National averages: 2023/24

Trust details

AddressC/O Palace Fields Primary School Badger Close, Runcorn, WA7 2QW

Companies House07614421

Incorporated26 April 2011

Report Card inspections (new framework)

About these grades

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

Curriculum & teaching

Expected standard 1

Achievement

Needs attention 1

Inclusion

Strong standard 1

Attendance & behaviour

Expected standard 1

Personal development

Year	Schools	Pupils	Total income	Total expenditure	Avg staff costs %	Avg reserves %
2021/22	8	3,691	£26.8m	£24.6m	72.2%	7.2%
2022/23	8	3,712	£29.1m	£27.0m	69.8%	6.7%
2023/24	8	3,739	£31.8m	£29.4m	68.0%	7.0%
2024/25partial	8	3,760	£33.2m	£31.1m	68.6%	8.1%
2025/26	8	3,715	—	—	—	—

Central services

2024/25

Centralisation

7.0%

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

£2,355,000

CS staff costs

£1,787,000

CS income

£187,000

Admin & clerical£495,000

Teaching staff£1,238,000

ICT£133,000

Premises£11,000

Legal & professional£156,000

Auditor costs£24,000

Governance

Source: Companies House

Board of trustees

Accounts to Aug 2025

9 current directors · Average tenure: 4.2 years · 1 change in last 12 months

Directors / Trustees (9)

June Elizabeth Todd

director·1 year

Stephen Hunter Kirkpatrick

director·1 year

Henry Lee Dr Forsyth

director·2 years

Alan Price

director·2 years

Annette Stewart Williams

director·5 years

Christopher Raymond Davis

director·5 years

Anthony Stephen Gundersen

director·5 years

Janine Michele Inglis

director·5 years

Karl Smith

director·8 years

Company Secretary

Patricia Ann Roberts

secretary·9 years

22 former officers — most recent departure: Jul 2025

Cheri Tracy Kelly

director·3 years·Resigned Jan 2024

Mark Stanton

director·5 years·Resigned Jul 2022

David Rowland Lancaster

director·6 years·Resigned Sept 2020

Katie Elaine Whittlesey

director·6 years·Resigned Apr 2022

Alison Jane Duckworth

director·7 years·Resigned Nov 2022

Tracy Edward Vitalis

Member schools (8)

8 schools|8 with risk flags|6 high severity

School	URN	Phase	Risk flags
Bridgewater Park Primary School	140612	Primary	high absenceofsted concernworkforce pressurein year deficitperformance decline
Daresbury Primary School	143602	Primary	workforce pressure
Halsnead Primary School	144105	Primary	high absenceworkforce pressureperformance decline
Litherland High School	141694	Secondary	high absence
Litherland Moss Primary School	146187	Primary	high absenceworkforce pressure
Palace Fields Primary Academy	143768	Primary	workforce pressure
The Heath School	136779	Secondary	high absenceworkforce pressure
The Prescot School	142798	Secondary	high absenceworkforce pressureofsted concern