Finance Score: 4

Governance Score: 3

Support Score: 1

Good reserves management: +3
Reasonable growth: +1

Good trustee age range: +3

Grant maker support: +1

Overall GiG Score: 8

SWANSEA C V S

Swansea CVS exists to promote, support and develop the Third Sector in Swansea to maximise its potential for:- engaging, involving and empowering the public as active citizens; contributing to policies and strategies which shape the design and implementation of public services; and delivering quality service (alone or in partnership with others) for the benefit of the wider community.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been reasonable growth in spending 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
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

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

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		£2,411	£2,577	£-166	£0	£1,781	£1,241	5.8	53	450
31/03/22		£2,486	£2,420	£66	£0	£1,947	£1,188	5.9	47	450
31/03/21		£2,609	£2,328	£281	£0	£1,881	£1,007	5.2	46	450
31/03/20		£2,153	£2,085	£68	£0	£1,601	£993	5.7	39	200
31/03/19		£1,669	£1,569	£101	£0	£1,532	£1,090	8.3	40	190
31/03/18		£1,582	£1,750	£-168	£0	£1,431	£1,032	7.1	40	0
31/03/17		£1,438	£1,460	£-22	£0	£1,599	£1,220	10	42	0
31/03/16		£1,644	£1,671	£-27	£0	£1,621	£1,324	9.5	41	0
31/03/15		£1,976	£1,992	£-16	£4	£1,648	£1,335	8	37	0
31/03/14		£1,873	£1,848	£25	£6	£1,664	£1,342	8.7	40	0
31/03/13		£1,548	£1,453	£95	£6	£1,639	£1,308	10.8	36	0
31/03/12		£1,785	£1,702	£83	£3	£1,544	£1,209	8.5	37	0
31/03/11		£2,397	£2,265	£132	£5	£1,461	£1,120	5.9	36	0
31/03/10		£2,091	£2,067	£24	£7	£1,328	£988	5.7	39	0
31/03/09		£1,666	£1,573	£94	£9	£1,304	£892	6.8	37	0
31/03/08		£2,313	£2,075	£238	£8	£1,211	£756	4.4	44	0
31/03/07		£2,119	£2,124	£-5	£8	£973	£293	1.7	61	0
31/03/06		£1,884	£1,881	£3	£0	£0	£0	n/a	0	0
31/03/05	*	£1,722	£1,777	£-55	£0	£0	£0	n/a	0	0
31/03/04	*	£1,692	£1,707	£-15	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 70%
Reserves/Spending: 5.8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 38.8

Asset Split ?

Established: 27 years

www.scvs.org.uk

scvs@scvs.org.uk

01792544000

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes

GiG Classification

Services for people with disabilities

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources

Where it operates

Carmarthenshire, City Of Swansea, Vale Of Glamorgan,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

53 employees
450 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 - A Better Welcome to Swansea: Asylum Seeker Orientation and Integration
£95,775	14/03/2018 24	A Better Welcome to Swansea: Asylum Seeker Orientation and Integration
National Lottery Community Fund - TSS: The Link-Up Project
£315,382	21/06/2017 36	The project will develop skills and strengthen governance within the third sector in Swansea, Bridgend and Neath Port Talbot through a trustee and mentor matching service and through trustee ....more The project will develop skills and strengthen governance within the third sector in Swansea, Bridgend and Neath Port Talbot through a trustee and mentor matching service and through trustee recruitment. Over three years, 150 mentors and new trustees will be identified and recruited and 120 third sector organisations will benefit from engagement in the project’s activities. This grant, over three years, will fund salaries, project delivery costs and overheads.
National Lottery Community Fund - HWB (Health and Well Being) Abertawe Project
£499,980	25/05/2016 36	HWB (Health and Well Being) Abertawe Project
National Lottery Community Fund - Healthy City - Swansea
£783,542	23/11/2012 48	Swansea Council for Voluntary Services (SCVS) will manage a portfolio of 7 projects, over four years, all of which are linked to Swansea's involvement in the World Health Organisation's European ....more Swansea Council for Voluntary Services (SCVS) will manage a portfolio of 7 projects, over four years, all of which are linked to Swansea's involvement in the World Health Organisation's European Healthy City Network . Beneficiaries will engage in projects working with geographical communities and communities of interest.
National Lottery Community Fund - LEAF project - Learning about exercise activity and food
£487,000	25/07/2012 37	The LEAF project , over three years will provide home and group based opportunities for children and adults, aged 0-25 to develop a more healthy lifestyle. The grant will fund five full-time posts, a ....more The LEAF project , over three years will provide home and group based opportunities for children and adults, aged 0-25 to develop a more healthy lifestyle. The grant will fund five full-time posts, a Project Co-ordinator and four Health Lifestyle Officers, recruitment costs, rent and building maintenance, staff and volunteer training, monitoring and evaluation, marketing, IT equipment and overheads.
National Lottery Community Fund - Healthy City - Swansea
£16,031	18/01/2012 11	Swansea Council for Voluntary Services will manage a portfolio of 9 projects linked to the World Health Organisation's European Healthy City Network. Target groups include parent carers, members of ....more Swansea Council for Voluntary Services will manage a portfolio of 9 projects linked to the World Health Organisation's European Healthy City Network. Target groups include parent carers, members of BME communities, disabled people, women suffering abuse, younger people and people with learning disabilities. This development grant of Â£23,321 will fund the salary of a development officer, communication costs, travel and subsistence, printing, promotion and publicity, consultation and organisation overheads.
National Lottery Community Fund - Transcend - Peer Mentoring Pilot
£151,500	25/05/2010 48	A pilot project to train mental health service users to become volunteer peer mentors. The Peer mentors will be people with first hand experience in recovery from mental illness that will support ....more A pilot project to train mental health service users to become volunteer peer mentors. The Peer mentors will be people with first hand experience in recovery from mental illness that will support service users/mentees to develop their self-awareness and improve self-confidence.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 23-76

COURTNEY MITCHELL Appointed: 2023, Occupation: Student

DR CAROLINE HAGERMAN Appointed: 2020, Occupation: Innovation Fellow

THANUJA HETTIARACHCHI Appointed: 2020, Occupation: Project Officer

CHERRIE BIJA Appointed: 2011, Occupation: Manager, Other trusteeship: LLOYDS BANK FOUNDATION FOR ENGLAND & WALES,

CHRISTOPHER JOHN MANN Appointed: 2014, Occupation: Retired

JANE ELEANOR COATSWORTH HARRIS Appointed: 2007, Occupation: Trustee Pontarddulais Partnership, Other trusteeships: AGE CONCERN PONTARDULAIS, THE PONTARDDULAIS PARTNERSHIP,

LLOYD JONES Appointed: 2017, Occupation: Natural Resources Wales Team Leader

YOLANDA BARNES Appointed: 2020, Occupation: Operations Manager

Legal constitution

Charitable company registered in England & Wales on 05/07/1997, number: 1063242
Registered at Companies House on 07/04/1997, number: 03346236

Gift Aid

NOT registered with HMRC for Gift Aid

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; AR05: 1 days late, AR04: 1 days late,

Main office

7/8 Walter Road
Swansea
SA1 5NF

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN WALES AND IN PARTICULAR THE DESIGNATED AREA AND IN PARTICULAR TO PROMOTE THE PROTECTION OF HEALTH, THE RELIEF OF POVERTY, SICKNESS AND DISTRESS AND THE ADVANCEMENT OF EDUCATION BY SUPPORTING OTHER VOLUNTARY ORGANISATIONS ESTABLISHED FOR THE SAME PURPOSE AND PROMOTING AND ORGANISING CO-OPERATION IN THE ACHIEVEMENT OF THE ABOVE BY BRINGING TOGETHER REPRESENTATIVES OF THIRD SECTOR ORGANISATIONS AND STATUTORY ORGANISATIONS.

Defined Area of Benefit:

WALES AND IN PARTICULAR SWANSEA

Data Sources