Finance Score: 9

Governance Score: 9

Support Score: 3

Liabilities <10%: +3
Good reserves management: +3
Fundraising costs low: +3

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

Gov Income
Overall weighted support: +3

Overall GiG Score: 21

THE SWIMMING TEACHERS ASSOCIATION LIMITED

Training swimming teachers, lifeguards, first aiders etc.Providing a structured learn to swim programmeAdvising on aquatic & water safety standardsPromoting water safetyActing as a membership organisation

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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
31/05/23	*	£2,643	£2,432	£211	£35	£1,739	£1,739	8.6	31	0
31/05/22		£2,446	£2,095	£351	£202	£1,528	£1,528	8.8	31	0
31/05/21		£1,798	£1,755	£43	£48	£1,177	£1,177	8	31	0
31/05/20		£2,295	£2,112	£183	£115	£1,131	£1,131	6.4	41	0
31/05/19		£2,347	£2,342	£5	£0	£948	£948	4.9	41	0
31/05/18		£2,463	£2,419	£44	£6	£943	£943	4.7	45	0
31/05/17		£2,434	£2,308	£126	£6	£899	£899	4.7	43	0
31/05/16		£2,454	£2,362	£92	£0	£773	£773	3.9	42	0
31/05/15		£2,421	£2,496	£-74	£21	£912	£912	4.4	45	0
31/05/14		£2,232	£2,228	£4	£14	£987	£987	5.3	51	0
31/05/13		£2,163	£2,144	£19	£4	£983	£983	5.5	48	0
31/05/12		£1,966	£1,961	£5	£21	£964	£964	5.9	48	0
31/05/11		£1,989	£1,953	£36	£22	£959	£959	5.9	46	0
31/05/10		£1,810	£1,735	£74	£18	£922	£922	6.4	43	0
31/05/09		£1,866	£1,831	£35	£31	£848	£848	5.6	59	0
31/05/08		£1,707	£1,697	£10	£45	£813	£813	5.7	59	0
31/05/07		£1,700	£1,679	£22	£37	£803	£803	5.7	30	0
31/05/06		£1,666	£1,661	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/05/05		£1,495	£1,503	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/05/04		£1,587	£1,470	£117	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.4%
Fundraising Costs/Total Spending: 1.4%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 6%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 8.6 months
Net Current Assets/Spending: 6 months
Quick Ratio: 8.3

Asset Split ?

Balance Sheet History

Established: 29 years
(48 years as a company)

www.sta.co.uk

sta@sta.co.uk

01922645097

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Community sports activities

How it operates

Acts as an umbrella or resource body
Makes grants to organisations
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
People With Disabilities
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-63

ALISON LINDSEY BECKMAN Appointed: 2018, Occupation: Technical Director

ANITA SHARMA Appointed: 2023, Occupation: Swimming Teacher

DANA KIMBERLEY WELLS-BRYANT Appointed: 2023, Occupation: Swim School Owner

DAVE LEWIS Appointed: 2015, Occupation: Occupational Health & Safety Advisor Team Leader

JOANNE BRADSHAW Appointed: 2019, Occupation: Swimming Teacher

MICHAEL PENFOLD Appointed: 2024, Occupation: Chartered Accountant

SARA ABBOTT Appointed: 2024, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 22/12/1995, number: 1051631
Registered at Companies House on 10/08/1976, number: 01272519

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
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; AR23: 8 days late,

Main office

SWIMMING TEACHERS ASSOCIATION
ANCHOR HOUSE
BIRCH STREET
WALSALL
WS2 8HZ

Objectives

(1) THE PRESERVATION OF HUMAN LIFE BY: (A) PROMOTING THE EFFECTIVE TEACHING OF SWIMMING, LIFESAVING AND SURVIVAL TECHNIQUES (B) PROMOTING SWIMMING AS A LIFE SKILL (C) PROMOTING WATER SAFETY (D) PROMOTING SAFE WATER ENVIRONMENTS AND (E) PROMOTING PUBLIC HEALTH AND SAFETY BY THE PROVISION OF TRAINING COURSES AND BY SUCH OTHER MEANS AS THE TRUSTEES THINK FIT (2) THE ADVANCEMENT OF HEALTH THROUGH THE PROMOTION OF SWIMMING AND/OR WATER EXERCISE AS AN ENJOYABLE AND HEALTHY RECREATIONAL ACTIVITY FOR PEOPLE OF ALL AGES.

Defined Area of Benefit:

NOT DEFINED