Finance Score: 7

Governance Score: 9

Support Score: 6

Liabilities <10%: +3
Reasonable growth: +1
Fundraising costs low: +3

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

Overall weighted support: +6

Overall GiG Score: 22

SEFTON CARERS CENTRE

TO SUPPORT CARERS IN THE PROVISION OF CENTRE BASED AND OUTREACH SERVICES EG.SUPPORT GROUPS,HOLISTIC CARE,ADVOCACY,INFORMATION DATA BASE,SOCIAL EVENTS AND WELFARE BENEFITS ADVICE.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
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:

Over half the Board have joined recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,297	£1,336	£-39	£1	£1,364	£1,209	10.9	42	65
31/03/22		£1,355	£1,158	£198	£1	£1,403	£1,200	12.4	43	70
31/03/21		£1,365	£1,298	£67	£0	£1,206	£1,087	10.1	41	71
31/03/20		£1,261	£1,210	£51	£0	£1,128	£1,043	10.3	41	64
31/03/19		£1,025	£979	£45	£0	£1,078	£997	12.2	36	61
31/03/18		£942	£852	£90	£0	£1,032	£925	13	35	0
31/03/17		£983	£1,087	£-104	£0	£942	£900	9.9	41	0
31/03/16		£1,328	£1,172	£156	£0	£1,046	£886	9.1	46	0
31/03/15		£3,377	£3,318	£60	£11	£1,168	£733	2.7	36	0
31/03/14		£3,406	£3,515	£-109	£18	£1,108	£689	2.4	40	0
31/03/13		£3,304	£3,516	£-212	£13	£1,217	£588	2	46	0
31/03/12		£2,783	£2,428	£355	£9	£1,429	£691	3.4	51	0
31/03/11		£2,103	£2,031	£72	£5	£1,074	£597	3.5	53	0
31/03/10		£1,626	£1,378	£249	£5	£1,002	£500	4.4	45	0
31/03/09		£1,358	£1,278	£81	£5	£753	£374	3.5	37	0
31/03/08		£1,219	£1,199	£19	£5	£973	£467	4.7	32	0
31/03/07		£1,488	£1,091	£397	£11	£953	£378	4.2	30	0
31/03/06		£1,242	£1,130	£112	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£1,171	£1,146	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£1,076	£938	£138	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 10.9 months
Net Current Assets/Spending: 7 months
Quick Ratio: 8.3

Asset Split ?

Balance Sheet History

Established: 29 years

www.sefton-carers.org.uk

help@carers.sefton.gov.uk

01512886060

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Care for carers

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Sefton,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Triangle Trust 1949 Fund	£60,192
National Lottery Community Fund	£32,979
Co-Operative Group	£6,778
DCMS	£6,314

Specific Donations

Amount	When Months	To be used for
Triangle Trust 1949 Fund - Sefton Carers Centre - 4
£60,192	13/10/2022	The awarding of a grant would allow us to build on and expand our young adult carers project ? and raise educational and wellbeing outcomes for our carers ? by funding additional staffing for the service.
Henry Smith Charity - Grant to Sefton Carers Centre
£1,530	24/07/2022 36	towards the costs of a three nights to CHET Activity Centre for 20 young carers from Sefton, Merseyside.
Co-Operative Group - Grant to Sefton Carers Centre - Young Carers Support Service
£6,778	23/10/2021	We would like to organise a fun, activity-based three-day residential experience for young carers to improve their mental heath, self-esteem, self-confidence and resilience.
National Lottery Community Fund - Sefton Young Carers
£32,979	05/08/2021	Sefton Carers Centre (SCC) provide a wide range of service to carers including information advice and guidance carers assessments advocacy support support groups etc. to support unpaid carers. Funding for the group will enable them to continue to ....more Sefton Carers Centre (SCC) provide a wide range of service to carers including information advice and guidance carers assessments advocacy support support groups etc. to support unpaid carers. Funding for the group will enable them to continue to deliver support for young carers.
DCMS - Coronavirus Community Support Fund
£6,314	11/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - With a Care in the World
£9,984	12/09/2019 12	With a Care in the World
Lloyds Bank Foundation - Grant to Sefton Carers Centre
£15,000	18/04/2018 12	This request would enable the charity to bring in a consultant with the expertise to support them to explore income diversification opportunities and undertake a wider organisational risk assessment.
National Lottery Community Fund - Children with Additional Needs Network (CWAN Network)
£10,000	22/06/2016 12	The group will use the funding to host 3 events over a 12 month period to provide support and training to parents and carers of children with additional needs. This will enable carers to develop their skills to make it easier looking after family ....more The group will use the funding to host 3 events over a 12 month period to provide support and training to parents and carers of children with additional needs. This will enable carers to develop their skills to make it easier looking after family members with additional needs.
National Lottery Community Fund - Community Service Station
£283,490	21/11/2012 36	This is a continuation of an existing project that recruits service user volunteers using their experience to manage a 'one-stop shop' service that will provide support for people with disabilities, long term conditions and their carers residing in ....more This is a continuation of an existing project that recruits service user volunteers using their experience to manage a 'one-stop shop' service that will provide support for people with disabilities, long term conditions and their carers residing in the Metropolitan Borough of Sefton to maximise their independence._x000B_

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 41-85

ANDREW MARK BRIDSON Appointed: 2015, Occupation: Local Government Officer

DAVID MCCULLOUGH Appointed: 2022, Occupation: Chief Legal And Democratic Officer

JACQUELINE CAROL MCMILLAN Appointed: 2023, Occupation: Retired

MO KUNDI (Chair) Appointed: 2013, Occupation: None

PAULINE WENDY COVENTRY Appointed: 2004, Occupation: Mental Health Manager

PAUL ANTHONY HOWARD Appointed: 2024, Occupation: Retired

SUSAN RIMMER Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 17/11/1995, number: 1050808
Registered at Companies House on 10/11/1995, number: 03124430

Gift Aid

Registered with HMRC for Gift Aid

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
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
Volunteer management

Filing Record

20 returns made; AR04: 1 days late,

Main office

27 to 37 South Road
Waterloo
LIVERPOOL
L22 5PE

Objectives

THE CHARITY IS ESTABLISHED FOR THE RELIEF OF PERSONS WHO ARE ILL, DISABLED OR ELDERLY AND THEIR CARERS BY ANY CHARITABLE MEANS, TO INCLUDE, BUT NOT RESTRICTED TO, THE PROVISION OF INFORMATION AND SUPPORT WITHIN THE METROPOLITAN BOROUGH OF SEFTON OR ELSEWHERE AS THE TRUSTEES SHALL DETERMINE

Defined Area of Benefit:

METROPOLITAN BOROUGH OF SEFTON

Data Sources

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