Finance Score: 4

Governance Score: 9

Support Score: 2

Poor Liquidity: -1
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: 15

ABBEY ACCESS CENTRE

Contribute to the economic, social and environmental regeneration of the Abbey Ward and City of Lincoln area.

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 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

Regulatory & Governance issues to consider:

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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

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		£939	£937	£3	£73	£254	£182	2.3	24	4
31/03/22		£935	£848	£86	£52	£252	£237	3.3	32	4
31/03/21		£491	£490	£1	n/a	n/a	n/a	n/a	n/a	4
31/03/20		£541	£510	£30	£0	£165	£140	3.3	14	8
31/03/19		£454	£390	£64	n/a	n/a	n/a	n/a	n/a	4
31/03/18		£291	£290	£1	£0	£0	£0	n/a	0	0
31/03/17		£171	£152	£19	£0	£0	£0	n/a	0	0
31/03/16		£254	£254	£0	£0	£0	£0	n/a	0	0
31/03/15		£261	£229	£31	£0	£0	£0	n/a	0	0
31/03/14		£202	£201	£1	£0	£0	£0	n/a	0	0
31/03/13		£189	£289	£-100	£0	£0	£0	n/a	0	0
31/03/12		£326	£286	£40	£0	£0	£0	n/a	0	0
31/03/11		£314	£278	£36	£0	£0	£0	n/a	0	0
31/03/10		£288	£287	£1	£0	£0	£0	n/a	0	0
31/03/09		£178	£228	£-49	£0	£0	£0	n/a	0	0
31/03/08		£185	£179	£7	£0	£0	£0	n/a	0	0
31/03/07		£185	£215	£-30	£0	£0	£0	n/a	0	0
31/03/06	*	£223	£213	£10	£0	£0	£0	n/a	0	0
31/03/05	*	£214	£196	£18	£0	£0	£0	n/a	0	0
31/03/04		£188	£194	£-6	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 8.6%
Fundraising Costs/Total Spending: 7.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 17%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 72%
Reserves/Spending: 2.3 months
Net Current Assets/Spending: 2 months
Quick Ratio: 6.3

Asset Split ?

Established: 24 years

www.abbeyaccesstraining.co.uk

info@abbeyaccesstraining.co.uk

01522801556

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources

Where it operates

Lincolnshire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

24 employees
4 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 - Counselling - supporting our learners
£9,980	24/02/2023	The funding will re-introduce counselling support group therapy sessions and well-being activities. The project aims to improve mental health and reduce isolation.
National Lottery Community Fund - Improve your Wellbeing
£9,980	19/11/2021	The funding will be used to continue the delivery of counselling sessions for people experiencing a mental illness. The project aims to improve coping methods wellbeing and quality of life.
National Lottery Community Fund - Better Help for you
£9,800	02/12/2019 12	The funding will be used to provide counselling for people experiencing mental health issues. The project aims to improve coping methods, wellbeing and quality of life.
Lloyds Bank Foundation - Grant to Abbey Access Centre
£69,150	07/01/2015 36	The charity works with those unemployed, with low skills levels and unable to access education. The grant is to fund an intensive back to work course and follow up support. The work will improve ....more The charity works with those unemployed, with low skills levels and unable to access education. The grant is to fund an intensive back to work course and follow up support. The work will improve education, enable individuals to access employment
Lloyds Bank Foundation - Grant to Abbey Access Centre
£25,000	28/06/2013	The charity works with those unemployed, with low skills levels and unable to access education. The grant is to fund an intensive back to work course and follow up support. The work will improve ....more The charity works with those unemployed, with low skills levels and unable to access education. The grant is to fund an intensive back to work course and follow up support. The work will improve education, enable individuals to access employment
National Lottery Community Fund - Action Into Employment
£258,380	11/05/2011 24	The Abbey Access Centre in Lincoln aims to support unemployed people towards further education and to improve their life skills with up to one year of support. New groups start every 5 weeks for a ....more The Abbey Access Centre in Lincoln aims to support unemployed people towards further education and to improve their life skills with up to one year of support. New groups start every 5 weeks for a 3-stage course. The course includes information, advice and guidance sessions that cover an induction, an assessment of ability in Maths and English, a lesson in CV writing, the production of a CV and training in telephone and interview techniques. Support continues after the course to check on progress.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-82

JANE LOFFHAGEN Appointed: 2022

MELANIE HOLLIDAY Appointed: 2021, Occupation: Trustee

NICHOLAS KEITH PETTIT Appointed: 2021, Occupation: Trustee

SANDRA DONNOR Appointed: 1999, Occupation: Healthcare Nurse

GAIL DUNN G (Chair) Appointed: 2005, Occupation: District Councillor

HERMAN FRANS FREDERIK KOK Appointed: 2021, Occupation: Trustee, Other trusteeships: CITB, LINCOLN GROUP TRAINING ASSOCIATION, BNA CHARITABLE INCORPORATED ORGANISATION,

KEVIN GIBSON Appointed: 2019, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 01/03/2000, number: 1079642
Registered at Companies House on 07/06/1999, number: 03783671

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR06: 112 days late, AR05: 22 days late,

Main office

ARBORETUM LODGE
MONKS ROAD
LINCOLN
LN2 5HU

Objectives

TO ADVANCE EDUCATION BY(1) PROMOTING THE TRAINING AND REHABILITATION OF PERSONS RESIDENT WITHIN THE AREA OF ABBEY WARD OF THE CITY OF LINCOLN WHO BY REASON OF THEIR SOCIAL AND ECONOMICAL CIRCUMSTANCES ARE UNABLE TO GAIN EMPLOYMENT(2) PROVIDING FORMAL OR INFORMAL EDUCATION AND OTHERWISE TO RELIEVE ANY HARDSHIP R DISTRESS OF THOSE IN NEED THROUGH THEIR SOCIAL AND ECONOMIC CIRCUMSTANCES(3) TO PROMOTE SUCH OTHER CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE PUBLIC AS THE CHARITY SHALL THINK FIT

Defined Area of Benefit:

ABBEY WARD OF THE CITY OF LINCOLN

Data Sources