Finance Score: 4

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3

No supporters identified

Overall GiG Score: 7

BETHSHAN SHELTERED HOUSING ASSOCIATION

Bethshan is situated in the heart of Mid-Wales. We run a purpose-built 40-bed nursing home catering for frail elderly people and those with dementia as well as people under 65 requiring full-time nursing care . Our first priority is to serve the needs of those from our local area.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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
This charity is based in an area of high deprivation

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

On several occasions in recent years income has been less than spending

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		£2,044	£2,227	£-183	£0	£2,025	£2,025	10.9	42	5
31/03/22		£1,946	£1,813	£132	£0	£2,208	£2,208	14.6	41	1
31/03/21		£1,790	£1,829	£-39	£27	£2,075	£2,075	13.6	45	1
31/03/20		£1,727	£1,735	£-8	£26	£2,114	£2,114	14.6	47	8
31/03/19		£1,699	£1,913	£-214	£24	£2,122	£2,122	13.3	47	8
31/03/18		£1,530	£1,595	£-65	£24	£2,336	£2,335	17.6	50	0
31/03/17		£1,589	£1,601	£-13	£23	£2,401	£2,400	18	52	0
31/03/16		£1,635	£1,508	£127	£23	£2,414	£2,412	19.2	51	0
31/03/15		£1,536	£1,544	£-8	£31	£2,288	£2,285	17.8	54	0
31/03/14		£1,596	£1,570	£26	£42	£2,295	£2,291	17.5	57	0
31/03/13		£1,511	£1,469	£42	£33	£2,269	£2,265	18.5	57	0
31/03/12		£1,584	£1,450	£135	£35	£2,228	£2,223	18.4	56	0
31/03/11		£1,430	£1,361	£69	£30	£2,090	£2,088	18.4	58	0
31/03/10		£1,451	£1,321	£130	£36	£2,021	£2,019	18.3	58	0
31/03/09		£1,349	£1,257	£93	£34	£1,892	£1,889	18	58	0
31/03/08		£1,323	£1,124	£198	£31	£535	£532	5.7	53	0
31/03/07		£1,219	£1,108	£111	£36	£2,321	£2,317	25.1	51	0
31/03/06		£1,148	£1,036	£112	£0	£0	£0	n/a	0	0
31/03/05	*	£1,095	£1,001	£93	£0	£0	£0	n/a	0	0
31/03/04		£999	£961	£38	£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: 4%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 10.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 8.6

Asset Split ?

Established: 27 years

www.bethshan.uk

admin@bethshan.uk

01686610070

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for the elderly

How it operates

Provides services

Where it operates

Powys,

This charity is based in an area of high deprivation

Who it helps

Elderly/Old People

Who works here?

42 employees
5 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-78

EDWARD TIMOTHY COOMBER Appointed: 2011, Occupation: Managing Director, Other trusteeship: HUB OF HOPE FOUNDATION,

HEATHER YVONNE WENBAN Appointed: 2016, Occupation: Project Development Officer For Dementia Care

MICHAEL ALLPORT Appointed: 2009, Occupation: Dispatch Manager

REV DENISE CURGENVEN, Occupation: Minister Of Religion

REV SIMON CURGENVEN, Occupation: Minister Of Religion

ALAN LESLIE HEWITT Appointed: 1997, Occupation: Minister Of Religion, Other trusteeships: HOPE CHURCH (NEWTOWN), HUB OF HOPE FOUNDATION,

JOHN DAVID SMITH Appointed: 1997, Occupation: Gentleman, Other trusteeships: Heartbeat Africa, HUB OF HOPE FOUNDATION,

LESLIE ALLEN (Chair) Appointed: 2009, Occupation: Teacher, Other trusteeships: HOPE CHURCH (NEWTOWN), HUB OF HOPE FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 12/09/1997, number: 1064373
Registered at Companies House on 26/02/1997, number: 03324634

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Inspectorate Wales (CIW)

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
Investment
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
Volunteer management

Filing Record

20 returns made; AR05: 1 days late,

Main office

BETHSHAN
HEOL TREOWEN
NEWTOWN
SY16 1JA

Objectives

THE RELIEF OF POVERTY, SICKNESS AND OLD AGE, IN PARTICULAR BY THE PROVISION OF SUITABLE HOUSING ACCOMMODATION AND NURSING HOMES IN NEWTOWN AND THE SURROUNDING AREA AND THE PROVISIONS OF DAY CARE FACILITIES FOR ELDERLY PERSONS AND SICK PERSONS WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

NEWTOWN AND THE SURROUNDING AREA

Data Sources