HELOA
HELOA's main purpose is to support prospective students to access higher education, thereby advancing education in all subjects offered at degree level. HELOA provides training and development opportunities to its higher education institution members and, through its events and newsletter, acts as a network for sharing best practice.
Objects
THE OBJECT OF THE CIO IS FOR THE PUBLIC BENEFIT TO ADVANCE THE EDUCATION OF PEOPLE WITHIN THE UNITED KINGDOM IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING (WITHOUT LIMITING THE GENERALITY OF THE FOREGOING) BY:PROMOTING ENTRY TO HIGHER EDUCATION;SUPPORTING HIGHER EDUCATION PROVIDERS IN THE PROVISION OF INFORMATION AND ADVICE SERVICES TO STUDENTS (BOTH CURRENT AND POTENTIAL) AND THEIR FAMILIES;PROVIDING TRAINING AND KNOWLEDGE SHARING OPPORTUNITIES FOR HIGHER EDUCATION PROVIDERS.
Financial health, per its FY2025 accounts
The accounts state that the charity ended the year with a surplus of £25,514, increasing total unrestricted funds to £144,013. The trustees report that reserves of approximately £100,000 are maintained to manage outgoings, such as upfront conference costs, and confirm that resources are sufficient to continue as a going concern. While training events incurred a loss due to decreased bookings, membership fee increases helped sustain income levels in line with forecasts.
What the accounts disclose
“SUBSCRIPTIONS 2 119,770” — page 12
“HELOA carries reserves of approximately £100,000. This is required to manage outgoings, for example, the National Conference must be paid for before the event takes place and income received from invoicing members is received afterwards.” — page 7
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Risk management
- Serious incident reporting policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Funders the charity credits
- Save the Student
- UK University Search
- Find a Uni
- UCAS Online
- Uni Frog
- The Rad Brothers
Trustees
- Andrew Philip Jackson
- David Metcalfe
- James Riley
- Jennifer May Lewis
- Joelle Pointing
- Katie Marshall-Gamston
- Keir Robinson
- Lucy Nottingham
- Ross Gordon Stuart Pickering
- Samar Tantush
- Victoria Elizabeth Bannerman
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £330k | £304k |
| 31/03/2024 | £334k | £325k |
| 31/03/2023 | £287k | £303k |
| 31/03/2022 | £226k | £210k |
| 31/03/2021 | £102k | £75k |
Common questions
Is HELOA financially healthy?
Per its FY2025 accounts: The accounts state that the charity ended the year with a surplus of £25,514, increasing total unrestricted funds to £144,013. The trustees report that reserves of approximately £100,000 are maintained to manage outgoings, such as upfront conference costs, and confirm that resources are sufficient to continue as a going concern. While training events incurred a loss due to decreased bookings, membership fee increases helped sustain income levels in line with forecasts. Its FY2025 accounts were audited by Bick Accountants Ltd.