Finance Score: -6

Governance Score: 3

Support Score: 4

Liabilities <10%: +3
Excess reserves: -3
Spending falling: -1
Multiple Deficits and declines: -5

Dynamic board: +3

Overall weighted support: +4

Overall GiG Score: 1

OCCA HOUSE

Education, training and religious activities

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has a robust balance sheet
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,654,558 available, equivalent to 31 months of spending and so may not be able to utilise additional funding
There has been a change of accounting period recently, so trends may be hard to determine
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/08/23	*	£889	£1,788	£-899	£124	£4,915	£4,655	31.2	18	5
31/08/22?		£976	£1,128	£-152	£110	£5,814	£5,561	59.1	15	5
30/09/21		£2,375	£8,331	£-5,956	£227	£5,966	£5,859	8.4	36	0
30/09/20		£4,792	£4,325	£466	£257	£11,901	£1,341	3.7	58	0
30/09/19		£10,686	£5,075	£5,611	£103	£11,456	£892	2.1	58	0
30/09/18		£4,660	£4,752	£-91	£98	£5,846	£856	2.2	54	0
30/09/17		£4,222	£4,058	£163	£81	£5,937	£893	2.6	53	0
30/09/16		£3,870	£3,764	£106	£57	£5,774	£1,132	3.6	42	0
30/09/15		£3,613	£3,464	£149	£5	£5,667	£894	3.1	38	0
30/09/14		£3,099	£2,818	£282	£4	£5,518	£528	2.2	32	0
30/09/13		£7,197	£2,712	£4,485	£4	£5,237	£432	1.9	31	0
30/09/12		£2,230	£2,159	£70	£3	£751	£545	3	25	0
30/09/11		£1,808	£1,841	£-33	£4	£681	£516	3.4	21	0
30/09/10		£1,800	£1,523	£278	£3	£714	£478	3.8	19	0
30/09/09		£1,263	£1,192	£71	£3	£437	£349	3.5	16	0
30/09/08		£1,144	£1,057	£87	£3	£366	£269	3.1	12	0
30/09/07?		£746	£727	£19	£3	£279	£232	3.8	11	0
31/12/06		£1,020	£908	£112	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£568	£542	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£334	£297	£37	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 14.1%
Fundraising Costs/Total Spending: 6.9%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 2%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 31.2 months
Net Current Assets/Spending: 33 months
Quick Ratio: 48.8

Asset Split ?

Balance Sheet History

Established: 27 years

www.theocca.org

office@theocca.org

01865302900

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Religious Activities

GiG Classification

Christian religious associations

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
The Jerusalem Trust - Towards two Essentials courses and the expansion of apologetics videos
£30,000	20/10/2023 12	Evangelism and Christian mission

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-72

AKEEL HUSEIN KURBAN SACHAK Appointed: 2021, Occupation: Investment Banker

CHRISTINE DIANE BRINDLEY Appointed: 2022, Occupation: N/A

MARGARET RUTH SPENCE Appointed: 2024, Occupation: Retired

MATTHEW JAMES BAIRD Appointed: 2022, Occupation: Investment Manager

NICHOLAS JOHN HOUGHTON Appointed: 2023, Occupation: None

ROBERT JOHN MCINTYRE Appointed: 2023, Occupation: Banker

RODERICK BRIAN STREET (Chair) Appointed: 2023, Occupation: Management Consultant

SIMON BENEDICT MARTIN Appointed: 2024, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 09/01/1998, number: 1067314
Registered at Companies House on 14/10/1997, number: 03449676

Gift Aid

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
Engaging external speakers at charity events policy and procedures
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

Filing Record

20 returns made; AR23: 4 days late,

Recent reorganisation events:

Asset transfer in from THE RENAISSANCE FORUM on 13/05/2024

Main office

13 Beaumont Street
OXFORD
OX1 2LP

Objectives

TO ADVANCE THE CHRISTIAN FAITH IN ACCORDANCE WITH THE STATEMENT OF BELIEFS APPEARING IN THE SCHEDULE HERETO IN THE UNITED KINGDOM AND ELSEWHERE AS THE DIRECTORS OF THE CHARITY ( THE TRUSTEES ) MAY FROM TIME TO TIME THINK FIT .

Defined Area of Benefit:

NOT DEFINED

Data Sources

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