Finance Score: 2

Governance Score: -4

Support Score: 2

Strong growth: +2

Static board: -3
Mainly female board: -1

Grant maker support: +2

Overall GiG Score: 0

ADAPT (NORTH EAST)

To improve the quality of life for disabled and disadvantaged people

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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:

The Board is predominantly female
The Board composition appears to be rather static

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		£1,076	£1,084	£-7	£0	£663	£511	5.7	43	20
31/03/22		£1,002	£949	£53	£0	£646	£521	6.6	45	6
31/03/21		£922	£883	£39	£0	£593	£456	6.2	45	5
31/03/20		£792	£808	£-16	£0	£554	£376	5.6	40	20
31/03/19		£747	£95	£653	£0	£570	£333	42.1	33	8
31/03/18		£854	£769	£85	£0	£665	£442	6.9	33	0
31/03/17		£968	£844	£124	£0	£579	£399	5.7	32	0
31/03/16		£947	£870	£77	£0	£455	£365	5	34	0
31/03/15		£1,028	£849	£179	£6	£378	£324	4.6	36	0
31/03/14		£874	£856	£18	£9	£445	£290	4.1	35	0
31/03/13		£814	£795	£19	£22	£427	£276	4.2	32	0
31/03/12		£754	£820	£-66	£23	£409	£292	4.3	32	0
31/03/11		£828	£815	£13	£40	£416	£324	4.8	20	0
31/03/10		£643	£618	£25	£56	£402	£393	7.6	15	0
31/03/09		£564	£548	£16	£42	£378	£339	7.4	16	0
31/03/08		£434	£400	£34	£0	£0	£0	n/a	0	0
31/03/07		£391	£385	£6	£0	£0	£0	n/a	0	0
31/03/06		£395	£395	£-1	£0	£0	£0	n/a	0	0
31/03/05	*	£421	£376	£45	£0	£0	£0	n/a	0	0
31/03/04		£466	£403	£63	£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: 32%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 77%
Reserves/Spending: 5.7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.6

Asset Split ?

Established: 25 years

www.adapt-ne.org.uk

generaloffice@adapt-tynedale.org.uk

01434600599

Charity Commission for England and Wales

Tweets

Listed activities

Disability

GiG Classification

Services for people with disabilities

How it operates

Acts as an umbrella or resource body
Provides services

Where it operates

Durham, North Tyneside, Northumberland, South Tyneside, Sunderland,

Who it helps

People With Disabilities

Who works here?

43 employees
20 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 - Wellbeing Cafe
£9,800	04/06/2021	The funding will be used to provide a Wellbeing Café for vulnerable people including older residents people with disabilities mental health issues and those at risk of isolation in rural areas. This ....more The funding will be used to provide a Wellbeing Café for vulnerable people including older residents people with disabilities mental health issues and those at risk of isolation in rural areas. This aims to reduce isolation and improve wellbeing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-83

ANITA STEVENSON Appointed: 2005, Occupation: Educational Support Worker

ANNIE BISHOP Appointed: 2010, Occupation: Social Work Consultant

LORRAINE HERSHON (Chair) Appointed: 2006, Occupation: None

MAVIS ANNE OSTLER Appointed: 2017, Occupation: Retired

MICHAEL BRIGGS Appointed: 2017, Occupation: Lecturer

PATRICIA MAGINN Appointed: 2002, Occupation: None

ROSEMARY EILEEN THEOBALDS Appointed: 2008, Occupation: None, Other trusteeships: Gap Supported Housing, HEXHAM YOUTH INITIATIVE, GATEWAY INTO THE COMMUNITY,

Legal constitution

Charitable company registered in England & Wales on 27/11/1998, number: 1072632
Registered at Companies House on 28/07/1998, number: 03604980

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
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
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: 31 days late,

Main office

Burn Lane
HEXHAM
Northumberland
NE46 3HN

Objectives

(A) TO IMPROVE THE QUALITY OF LIFE OF PEOPLE WITH SENSORY, PHYSICAL AND LEARNING DISABILITIES AND MENTAL HEALTH PROBLEMS, THEIR FAMILIES AND CARERS IN THE NORTH EAST(B) TO PROVIDE RELIEF TO INHABITANTS WHO HAVE NEED BECAUSE OF YOUTH, AGE, SICKNESS, MENTAL OR PHYSICAL DISABILITY OR POVERTY BY THE PROVISION AND MAINTENANCE OF A NON-PROFIT COMMUNITY TRANSPORT SERVICE.

Defined Area of Benefit:

NORTH EAST ENGLAND

Data Sources