Finance Score: 5

Governance Score: 9

Support Score: 2

Strong growth: +2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 16

SOUTH WARWICKSHIRE AND WORCESTERSHIRE MIND LTD

MIND affilliated mental health charity

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
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 and gender and dynamic in terms of composition

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		£1,811	£1,365	£446	£52	£1,140	£707	6.2	63	17
31/03/22		£1,580	£1,072	£508	£0	£694	£520	5.8	54	12
31/03/21		£945	£857	£87	£0	£186	£160	2.2	45	35
31/03/20		£605	£614	£-9	£0	£99	£91	1.8	41	60
31/03/19		£539	£503	£36	£0	£108	£84	2	25	70
31/03/18		£436	£444	£-8	£0	£0	£0	n/a	0	0
31/03/17		£233	£328	£-96	£0	£0	£0	n/a	0	0
31/03/16	*	£348	£274	£74	£0	£0	£0	n/a	0	0
31/03/15		£198	£382	£-184	£0	£0	£0	n/a	0	0
31/03/14		£262	£427	£-165	£0	£0	£0	n/a	0	0
31/03/13	*	£232	£320	£-88	£0	£0	£0	n/a	0	0
31/03/12	*	£271	£386	£-115	£0	£0	£0	n/a	0	0
31/03/11		£555	£672	£-117	£15	£653	£626	11.2	0	0
31/03/10		£990	£687	£303	£20	£770	£679	11.8	20	0
31/03/09		£535	£492	£43	£2	£467	£401	9.8	18	0
31/03/08		£547	£405	£142	£26	£424	£342	10.1	12	0
31/03/07		£462	£449	£13	£0	£0	£0	n/a	0	0
31/03/06		£473	£422	£51	£0	£0	£0	n/a	0	0
31/03/05		£449	£426	£22	£0	£0	£0	n/a	0	0
31/03/04		£442	£330	£112	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.9%
Fundraising Costs/Total Spending: 3.8%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 15%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 62%
Reserves/Spending: 6.2 months
Net Current Assets/Spending: 10 months
Quick Ratio: 5.2

Asset Split ?

Established: 25 years

www.springfieldmind.org.uk

ENQUIRIES@SPRINGFIELDMIND.ORG.UK

01789298615

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Mental health and addiction

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Warwickshire, Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

63 employees
17 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
Co-Operative Group - Grant to South Warwickshire and Worcestershire Mind
£3,791	21/10/2023	We would utilise this fund to support outreach work and raise awareness of the mental health support available through our charity. We want to engage our community and raise the profile of what we do.
National Lottery Community Fund - Springfield Building Feasibility
£10,000	01/09/2011 11	This is a project by a charity in Stratford-upon-Avon, Warwickshire. The group will use the funding to undertake a feasibility study for a building project to expand their premises and services. This ....more This is a project by a charity in Stratford-upon-Avon, Warwickshire. The group will use the funding to undertake a feasibility study for a building project to expand their premises and services. This will identify the facilities required to increase the advice and support given by the group to their beneficiaries and the wider community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 38-71

DR SUKHDEEP KAUR DHESI Appointed: 2022, Occupation: Doctor

PAUL JAMES DRAKE Appointed: 2020, Occupation: Chartered Engineer

CAROL ANNE ROBERTS (Chair) Appointed: 2015, Occupation: Policy Officer

ELIZABETH ROSALIND WATSON Appointed: 2017, Occupation: Retired Engineer

IAN SIMON CARSON Appointed: 2018, Occupation: Solicitor

JATINDER SINGH BIRDI Appointed: 2021, Occupation: Accountant, Other trusteeship: THE PRINCETHORPE FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 20/01/1999, number: 1073391
Registered at Companies House on 04/06/1998, number: 03575529

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR16: 2 days late, AR13: 2 days late, AR12: 28 days late,

Main office

Fred Winter Centre
41 Guild Street
STRATFORD-UPON-AVON
Warwickshire
CV37 6QY

Objectives

1. To promote the preservation of good mental health in particular by enabling and empowering everyone experiencing mental health problems, to live with, manage and recover from their condition.2. To relieve the needs of people with mental health problems by working to increase the understanding of mental health and mental health problems by gathering and disseminating information and working to raise awareness, promote understanding and challenge stigma and discrimination.

Defined Area of Benefit:

NOT DEFINED

Data Sources