Finance Score: 6

Governance Score: -1

Support Score: 0

Good reserves management: +3
Fundraising costs low: +3

Only 3 Trustees: -2
Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

ENERGY PROJECTS PLUS

Energy Projects Plus is a Charity and Company and operates energy efficiency projects in Merseyside and Cheshire working with householders, local authorities, community groups and other organisations. The Charity provides a free impartial advice service and runs specific energy efficiency projects from its offices in Wallasey, Merseyside.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board has little diversity in terms of age

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		£612	£585	£27	£10	£516	£412	8.5	18	2
31/03/22		£587	£615	£-28	£9	£489	£360	7	18	3
31/03/21		£610	£603	£7	£9	£516	£359	7.1	20	2
31/03/20		£558	£597	£-39	£8	£509	£381	7.7	20	3
31/03/19		£461	£592	£-131	n/a	n/a	n/a	n/a	n/a	2
31/03/18		£575	£627	£-52	£0	£679	£452	8.7	18	0
31/03/17		£723	£726	£-3	£0	£731	£504	8.3	22	0
31/03/16		£471	£432	£39	£0	£0	£0	n/a	0	0
31/03/15		£508	£603	£-95	£20	£696	£464	9.2	14	0
31/03/14		£549	£658	£-109	£23	£785	£555	10.1	15	0
31/03/13		£1,423	£1,307	£117	£29	£893	£133	1.2	20	0
31/03/12		£2,489	£2,538	£-48	£41	£773	£182	0.9	20	0
31/03/11		£1,839	£1,852	£-13	£39	£822	£560	3.6	32	0
31/03/10		£1,270	£1,317	£-47	£69	£790	£534	4.9	20	0
31/03/09	*	£1,726	£1,634	£91	£55	£837	£509	3.7	20	0
31/03/08		£1,339	£1,161	£178	£54	£746	£410	4.2	20	0
31/03/07		£1,183	£1,063	£119	£51	£568	£398	4.5	19	0
31/03/06		£959	£1,049	£-91	£0	£0	£0	n/a	0	0
31/03/05		£968	£741	£227	£0	£0	£0	n/a	0	0
31/03/04	*	£690	£659	£30	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.7%
Fundraising Costs/Total Spending: 1.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 29%
Liabilities/Income: 34%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 8.5 months
Net Current Assets/Spending: 11 months
Quick Ratio: 1.5

Asset Split ?

Established: 24 years
(28 years as a company)

www.epplus.org.uk

advice@epplus.org

01516373681

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Provides advocacy/advice/information

Where it operates

Cheshire East, Cheshire West & Chester, Halton, Knowsley, Liverpool City, Sefton, St Helens, Warrington, Wirral,

Who it helps

The General Public/Mankind

Who works here?

18 employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-69

ALUN LESLIE HUGHES (Chair) Appointed: 2001, Occupation: Chartered Building Surveyor, Other trusteeship: 10TH BIRKENHEAD SCOUT GROUP,

DAVID CHRISTOPHER ALEXIS COLBOURNE Appointed: 2020, Occupation: Businessman

SARAH LUCY THOMPSON Appointed: 2004, Occupation: Consultant

Legal constitution

Charitable company registered in England & Wales on 30/03/2000, number: 1080137
Registered at Companies House on 25/03/1996, number: 03176917

Gift Aid

NOT registered with HMRC for Gift Aid

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
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; AR09: 20 days late, AR04: 39 days late,

Main office

Energy Projects Plus
Sandon Buildings
Falkland Road
WALLASEY
CH44 8ER

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC ABOUT ENERGY EFFICIENCY AND OTHER ENVIRONMENTAL INITIATIVES INCLUDING THE ALLEVIATION OF FUEL POVERTY AND THE MINIMISATION OF WASTE PRODUCED BY ELECTRICITY GENERATING STATIONS THROUGH THE PROMOTION OF ENERGY EFFICIENCY

Defined Area of Benefit:

NOT DEFINED

Data Sources