JAMES MONTGOMERY ACADEMY TRUST: academy finances
19 academies with a full-year return, 2 of them in deficit at their latest return. A trust can move money between its academies, so an academy shown in deficit may be supported by the trust as a whole.
Most of a school's money pays for staff, so deficits usually build up when pay and other costs rise faster than funding, or when pupil numbers fall and the money that comes with each pupil goes too. What helps: a recovery plan agreed with the council or trust that brings the budget back into balance over a few years, regular forecasts that governors check, and early conversations about pupil numbers and special needs funding.
- 2018-19: 0 of 7 academies in deficit
- 2019-20: 1 of 9 academies in deficit
- 2020-21: 2 of 12 academies in deficit
- 2021-22: 4 of 15 academies in deficit
- 2022-23: 6 of 17 academies in deficit
- 2023-24: 5 of 18 academies in deficit
- 2024-25: 2 of 19 academies in deficit
in 2025-26 prices (HM Treasury GDP deflator, October 2026)
In 2023-24 the trust spent £401 per pupil centrally (cash), money that is not counted in its academies' own spending, or £424 in 2025–26 prices. The IFS average for all trusts in 2023-24 was £510 per pupil, in 2025–26 prices (IFS, p.56).
Figures are each school's latest full-year return, total with the per-pupil figure beside it. PTA income is the school's share of its registered parents' association's latest return, in the school year that return falls in. Where no registered parents' association was found, the school may still have one: charities with an income of £5,000 or less need not register.
| School | Status | Reserve | Government funding | Spending | PTA income | PTA per pupil | Donations | Reserve per pupil trend |
|---|---|---|---|---|---|---|---|---|
In deficit | -£77k -£402 per pupil | £1.1m £5,948 per pupil | £1.1m £5,725 per pupil | No registered parents' association found | — | £1k £5 per pupil | ||
In deficit | -£63k -£397 per pupil | £1.2m £7,304 per pupil | £1.0m £6,570 per pupil | £6k £39 per pupil | £39 | £0 £0 per pupil | ||
Tight | +£4k +£18 per pupil | £1.6m £7,054 per pupil | £1.7m £7,244 per pupil | No registered parents' association found | — | £0 £0 per pupil | ||
Tight | +£2k +£26 per pupil | £816k £9,714 per pupil | £786k £9,357 per pupil | £0 £0 per pupil | £0 | £1k £12 per pupil | ||
Tight | +£4k +£18 per pupil | £1.5m £6,566 per pupil | £1.4m £5,896 per pupil | No registered parents' association found | — | £3k £13 per pupil | ||
Tight | +£6k +£39 per pupil | £974k £6,050 per pupil | £1.0m £6,267 per pupil | No registered parents' association found | — | £0 £0 per pupil | ||
Tight | +£24k +£54 per pupil | £2.7m £5,989 per pupil | £2.6m £5,888 per pupil | No registered parents' association found | — | £49k £110 per pupil | ||
Tight | +£21k +£133 per pupil | £1.1m £6,744 per pupil | £1.0m £6,538 per pupil | No registered parents' association found | — | £3k £19 per pupil | ||
Healthy | +£80k +£276 per pupil | £2.2m £7,697 per pupil | £2.2m £7,607 per pupil | No registered parents' association found | — | £1k £3 per pupil | ||
Healthy | +£119k +£304 per pupil | £3.0m £7,707 per pupil | £2.9m £7,473 per pupil | No registered parents' association found | — | £0 £0 per pupil | ||
Healthy | +£102k +£249 per pupil | £2.4m £5,890 per pupil | £2.4m £5,819 per pupil | No registered parents' association found | — | £2k £5 per pupil | ||
Healthy | +£145k +£365 per pupil | £2.6m £6,576 per pupil | £2.4m £6,081 per pupil | No registered parents' association found | — | £2k £5 per pupil | ||
Healthy | +£94k +£405 per pupil | £1.6m £6,766 per pupil | £1.6m £6,727 per pupil | No registered parents' association found | — | £4k £17 per pupil |
Sources: DfE Financial Benchmarking and Insights Tool data (CFR returns for council-run schools, April to March; academy accounts returns, September to August), Get Information about Schools, DfE section 251 outturn (DSG balances), the Charity Commission register and the IFS annual report on education spending in England 2025–26 (IFS figures in 2025–26 prices, November 2025 deflator). Open Government Licence v3.0. Check at source: DfE benchmarking for this trust. How these figures are worked out