Primary Schools: Finance

Children, Schools and Families written question – answered on 30th March 2010.

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Photo of Bob Spink Bob Spink Independent, Castle Point

To ask the Secretary of State for Children, Schools and Families how many (a) primary and (b) secondary schools in (i) Essex and (ii) Castle Point constituency have had revenue balances in excess of those predicted in each year since 1997.

Photo of Vernon Coaker Vernon Coaker Minister of State (Department for Children, Schools and Families) (Schools and Learners)

Revenue balances for individual maintained nursery, primary, secondary and special schools in England are publicly available on the Department's website at:

http://www.dcsf.gov.uk/everychildmatters/strategy/financeandfunding/informationforlocalauthorities/section52/schoolbalances/s52sb/

The Department collects data on the balances held by schools via the Section 52 Outturn statements (soon to be Section 251 Outturn statements). We have collected information on balances since 1999-2000. The Section 52 Outturn statements are completed by all local authorities in England and we request only the final figures for the schools in their area. We do not collect predicted figures.

The Department considers excess balances as over 5 per cent. of budget share for secondary schools, and over 8 per cent. for all other schools. The following table provides the figures for the number of schools (primary and secondary) with balances exceeding 8 per cent. and 5 per cent. of total income in Essex from 1999-2000 to 2008-09. The Department does not hold figures by constituency.

The Education (Outturn Statements) (England) Regulations-school level excess revenue balances( 1,)( )( 2,)( )( 3,)( )( 4,)( )( 5) figures for local authority maintained primary and secondary schools in Essex local authority: 1999-2000 to 2008-09
Cash terms figures as reported by local authorities as at 8 December 2009
Primary Secondary
Schools with excess surpluses (exceeding 8 per cent. of total income for primary schools) Schools with excess surpluses (exceeding 5 per cent. of total income for secondary schools)
Total number of primary schools Total number of schools with excess surpluses Percentage of schools with excess surpluses Total value of surpluses over excess cut-off point (£) Average value of surpluses over excess cut-off point (£ per school) Total number of secondary schools Total number of schools with excess surpluses Percentage of schools with excess surpluses Total value of surpluses over excess cut-off point (£) Average value of surpluses over excess cut-off point (£ per school)
1999-2000 490 257 52.4 5,159,931 20,078 80 32 40.0 3,415,615 106,738
2000-01 496 324 65.3 8,771,932 27,074 79 34 43.0 4,381,826 128,877
2001-02 484 331 68.4 10,819,083 32,686 80 27 33.8 3,372,231 124,897
2002-03 481 251 52.2 6,811,333 27,137 80 15 18.8 2,081,341 138,756
2003-04 480 219 45.6 6,422,508 29,327 81 17 21.0 1,570,367 92,375
2004-05 477 247 51.8 7,515,365 30,427 80 23 28.8 2,445,881 106,343
2005-06 475 221 46.5 7,503,789 33,954 80 23 28.8 2,512,459 109,237
2006-07 475 222 46.7 7,958,128 35,847 80 34 42.5 4,095,696 120,462
2007-08 476 244 51.3 8,696,301 35,641 80 29 36.3 5,476,888 188,858
2008-09 473 207 43.8 7,312,888 35,328 80 30 37.5 6,737,165 224,572
(1) A school's total revenue balance is calculated from the combination of any unspent allocations (including unspent Standards Fund grants) and the cumulative balance of income less expenditure from revenue funding sources during the financial year and any balances carried forward from previous years. This is drawn by adding together the unspent allocations and balance carried forward columns from local authorities Section 52 Outturn Statements 2001-02 (Table 2), Consistent Financial Reporting categories B01 and B02 from local authorities Section 52 Outturn Statements (Table B) 2002-03 to 2005-06 and Consistent Financial Reporting categories B01, B02 and B06 from local authorities Section 52 Outturn Statements (Table B) 2006-07 onwards.

(2) Included are all local authority maintained primary and secondary schools correctly reported by the local authority on their Section 52 Outturn Statement.

(3) In 2002-03 the Section 52 outturn categories were aligned with the Consistent Financial Reporting (CFR) framework following the introduction of CFR to schools. Some inconsistencies with the balance figures reported by local authorities' in 2002-03 were identified and consequently caution should be exercised when using the balance figures for that year.

(4) School level revenue balances are not available prior to the inception of Section 52 for the 1999-2000 financial year.

(5) A schools total revenue income for the year includes all revenue funding available to the year as well as any additional income generated by the school. This does not include any revenue balances carried forward from previous years.

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