Finance Score: 3

Governance Score: 2

Support Score: 2

Good reserves management: +3

Only 4 Trustees: -1
Good trustee age range: +3

Grant maker support: +2

Overall GiG Score: 7

OPTIONS FOR SUPPORTED LIVING

Options supports, empowers and enables people with disabilities to live their lives to the full.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
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

Regulatory & Governance issues to consider:

There are only 4 trustees

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	Volun- teers
31/03/23		£9,075	£9,359	£-284	£0	£4,224	£4,221	5.4	345	4
31/03/22		£9,067	£8,777	£291	£0	£4,507	£4,493	6.1	356	3
31/03/21		£8,474	£8,283	£191	£0	£4,217	£4,188	6.1	344	3
31/03/20		£7,333	£7,237	£96	£0	£4,026	£3,986	6.6	316	7
31/03/19		£7,191	£6,738	£453	£0	£3,930	£3,923	7	309	9
31/03/18		£7,001	£6,621	£380	£0	£3,477	£3,470	6.3	306	0
31/03/17		£6,158	£6,092	£65	£0	£3,097	£3,092	6.1	308	0
31/03/16		£6,170	£6,136	£34	£0	£3,032	£3,019	5.9	320	0
31/03/15		£6,153	£6,039	£114	£546	£3,074	£3,028	6	321	0
31/03/14		£6,289	£5,974	£315	£483	£2,960	£2,903	5.8	236	0
31/03/13		£5,382	£5,031	£351	£431	£2,645	£2,565	6.1	262	0
31/03/12		£5,001	£4,547	£455	£401	£2,294	£2,278	6	235	0
31/03/11		£4,464	£4,129	£335	£670	£1,839	£1,818	5.3	214	0
31/03/10		£4,457	£4,102	£356	£648	£1,508	£1,483	4.3	205	0
31/03/09		£4,341	£4,117	£223	£701	£1,152	£1,152	3.4	209	0
31/03/08		£4,201	£3,923	£278	£607	£929	£929	2.8	211	0
31/03/07	*	£3,984	£3,793	£191	£509	£650	£650	2.1	209	0
31/03/06	*	£3,489	£3,267	£222	£0	£0	£0	n/a	0	0
31/03/05		£3,248	£3,179	£69	£0	£0	£0	n/a	0	0
31/03/04	*	£3,060	£3,129	£-69	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 13%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.4 months
Net Current Assets/Spending: 5 months
Quick Ratio: 7.1

Asset Split ?

Established: 27 years
(30 years as a company)

www.options-empowers.org

welcome@optionsforsupportedliving.org

01512360855

Charity Commission for England and Wales

Listed activities

Disability

GiG Classification

Poverty relief

How it operates

Provides services

Where it operates

Cheshire West & Chester, Halton, Knowsley, Liverpool City, Sefton, Wirral,

Who it helps

People With Disabilities

Who works here?

345 employees
4 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Friendly Friday
£9,396	03/10/2019 12	Friendly Friday
Sport England - Sports Activity Pilot
£6,790	27/06/2019 17	Funding under Sport England's Small Grants funding programme for a Revenue project titled Sports Activity Pilot. This project is a Adapted Sport project, with a focus on beneficiaries with a ....more Funding under Sport England's Small Grants funding programme for a Revenue project titled Sports Activity Pilot. This project is a Adapted Sport project, with a focus on beneficiaries with a disability.
National Lottery Heritage Fund - Grant to Options for Supported Living
£9,600	31/07/2018	Options Sharing Heritage
National Lottery Community Fund - Living Life to the Full - Social Events
£9,465	06/12/2017 12	The group will hold two events to celebrate the achievements of people with learning disabilities. This will enable them express themselves creatively and to demonstrate their skills, providing ....more The group will hold two events to celebrate the achievements of people with learning disabilities. This will enable them express themselves creatively and to demonstrate their skills, providing positive experiences and the opportunity for them to socialise and integrate with the wider community.
National Lottery Community Fund - Options Empowers: Inclusion and Adults with Learning Disabilities
£268,982	17/05/2012 36	This is a continuation project for Options for Supported Living (Options), providing a focus on inclusion through life skill and employment training and community activities for people with learning ....more This is a continuation project for Options for Supported Living (Options), providing a focus on inclusion through life skill and employment training and community activities for people with learning disabilities (LD) in Liverpool, Wirral and Sefton._x000B_
Henry Smith Charity - Grant to Options for Supported Living
£76,900	14/03/2012 36	towards three years’ running costs of an inclusion project for people with learning disabilities in Liverpool and the Wirral

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 26-67

JULIA ERSKINE Appointed: 2005, Occupation: Manager

LOUISE PATRICIA BARRY Appointed: 2003, Occupation: Charity Ceo

IVOR PAUL LANGLEY (Chair) Appointed: 2012, Occupation: Director, Other trusteeship: FRIENDS OF IPASC TRUST,

LIANNE MCGINNES Appointed: 2022, Occupation: Director, Other trusteeships: SPORTS ALIVE NORTH WEST, MY CLUBMOOR LIVERPOOL,

Legal constitution

Charitable company registered in England & Wales on 24/06/1997, number: 1063038
Registered at Companies House on 13/10/1993, number: 02861966

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Investment
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
Volunteer management

Filing Record

20 returns made; AR07: 34 days late, AR06: 0 days late, AR04: 110 days late,

Main office

1ST FLOOR
ST. NICHOLAS HOUSE
OLD CHURCHYARD
LIVERPOOL
L2 8TX

Objectives

TO RELIEVE ADULTS WHO HAVE LEARNING DISABILITIES AND IN PARTICULAR BY THE PROVISION OF SUPPORT WHICH WILL ENCOURAGE AND ASSIST SUCH ADULTS TO LEAD LIFESTYLES OF THEIR CHOICE

Defined Area of Benefit:

NOT DEFINED

Data Sources