Finance Score: -1

Governance Score: 9

Support Score: 0

Poor Liquidity: -1

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 8

AVALON GROUP (SOCIAL CARE)

Avalon strives to support adults in need of care to be full citizens and to live as independently as possible in a supportive environment. Family Living for support long or short term in a family based setting. Supported Living for accommodation, tenancy and community support services.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	£11,572	£11,549	£23	£0	£1,950	£1,935	2	317
31/03/22	£11,545	£11,524	£20	£0	£1,927	£1,912	2	322
31/03/21	£11,601	£11,370	£231	£0	£1,907	£1,834	1.9	346
31/03/20	£10,950	£10,762	£188	£0	£1,675	£1,646	1.8	336
31/03/19	£10,920	£10,802	£118	£0	£1,487	£1,460	1.6	346
31/03/18	£9,577	£9,583	£-6	£0	£1,370	£1,365	1.7	347
31/03/17	£9,455	£9,395	£61	£0	£1,375	£1,365	1.7	332
31/03/16	£9,127	£9,063	£64	£0	£1,315	£1,299	1.7	334
31/03/15	£8,547	£8,531	£16	£10	£1,251	£1,239	1.7	318
31/03/14	£7,416	£7,297	£119	£10	£1,235	£1,230	2	378
31/03/13	£7,116	£7,027	£89	£9	£1,117	£1,107	1.9	400
31/03/12	£7,239	£7,123	£116	£9	£1,028	£1,019	1.7	223
31/03/11	£7,211	£7,206	£4	£9	£912	£890	1.5	220
31/03/10	£7,297	£7,066	£231	£8	£908	£841	1.4	209
31/03/09	£6,833	£6,688	£145	£9	£677	£650	1.2	216
31/03/08	£6,297	£6,141	£156	£8	£512	£454	0.9	201
31/03/07	£5,575	£5,386	£189	£10	£356	£329	0.7	201
31/03/06	£5,236	£5,135	£101	£0	£0	£0	n/a	0
31/03/05	£5,088	£5,010	£77	£0	£0	£0	n/a	0
31/03/04	£4,679	£4,753	£-74	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 49%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.7

Asset Split ?

Established: 29 years

www.avalongroup.org.uk

enquire@avalongroup.org.uk

01423 530053

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Education/Training
Other Charitable Purposes

GiG Classification

Other individual and family services

How it operates

Provides services

Where it operates

City Of Wakefield, City Of York, Doncaster, Kirklees, Middlesbrough, North Yorkshire, Redcar And Cleveland, Stockton-on-tees,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

317 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-74

KIRSTY NEEDHAM Appointed: 2023, Occupation: Self Employed Consultant

JOSEPH BRADLEY Appointed: 2020, Occupation: Retired

KAREN TYRELL Appointed: 2018, Occupation: Company Director

MICHAEL PURVIS Appointed: 2023, Occupation: Retired, Other trusteeship: WHEELS 2 WORK COUNTY DURHAM,

STEPHEN FOX Appointed: 2015, Occupation: Retired

SUSAN HOWARD Appointed: 2020, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 26/07/1995, number: 1048236
Registered at Companies House on 07/10/1994, number: 02976727

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Avalon Group
6 Grove Park Court
Harrogate
HG1 4DP

Objectives

The relief of persons in Yorkshire and Northern England and elsewhere in the United Kingdom (hereinafter called the ?area of benefit?) who are disabled or otherwise vulnerable by providing, directly or indirectly, a range of services which may include domiciliary, housing support or placements with shared lives carers with the object of improving their conditions of life.

Defined Area of Benefit:

NORTH YORKSHIRE OR ELSEWHERE IN THE U.K.

Data Sources