Finance Score: 2
Governance Score: 9
Support Score: 12
  • Reasonable growth: +1
  • Deficit latest year: -2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +12
Overall GiG Score: 23 ?

METHODIST HOMES

Methodist Homes is a charity providing care, accommodation and support services for older people throughout Britain. We are one of the largest charitable care providers in the sector and amongst the largest charities in Britain, providing services to 15,000 older people for nearly 70 years.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • 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

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?
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
31/03/23£268,825£386,245£-117,420£741£231,715£207,4626.45,5103,000
31/03/22£251,089£233,003£18,086£647£346,232£320,82116.55,5953,200
31/03/21£242,998£236,811£6,187£672£308,289£283,09714.36,0613,750
31/03/20£251,238£236,164£15,074£714£302,528£277,17314.16,0164,250
31/03/19£245,759£235,980£9,779£497£286,890£261,61813.35,7404,105
31/03/18£229,430£213,469£15,961£581£276,992£250,75814.15,8030
31/03/17£207,089£194,808£12,281£563£253,528£225,78813.96,0070
31/03/16£191,468£184,141£7,327£417£244,198£216,95214.16,0530
31/03/15£179,826£174,171£5,655£712£235,752£209,31014.46,2070
31/03/14*£196,500£185,701£10,799£1,210£233,059£207,36413.45,5590
31/03/13£179,697£168,660£11,037£1,209£224,513£200,17314.24,3900
31/03/12£153,743£140,756£12,987£1,359£152,541£129,162114,0750
31/03/11£107,399£98,301£9,098£1,345£139,119£116,21414.23,1410
31/03/10£111,125£98,204£12,921£1,258£129,835£109,39813.42,9090
31/03/09£99,298£86,697£12,601£1,343£116,212£97,37013.52,7950
31/03/08£88,458£77,347£11,111£1,298£104,251£87,80913.62,4860
31/03/07£73,885£63,667£10,218£1,154£93,140£76,59014.42,2250
31/03/06£68,729£61,688£7,041n/an/an/an/an/an/a
31/03/05£52,662£46,096£6,566n/an/an/an/an/an/a
31/03/04£45,529£40,092£5,437n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 42%
Liabilities/Income: 63%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 6.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2
Asset Split ?
Balance Sheet History
Established: 24 years

www.mha.org.uk

enquiries@mha.org.uk

01332 222313

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Throughout England And Wales,
Who it helps
  • Elderly/Old People

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.

Major supporters in last 5 years
National Lottery Community Fund£254,263
City Bridge Trust£170,000
Leeds Community Foundation£136,908
Garfield Weston Foundation£75,000
Specific Donations
Amount When
Months
To be used for
Leeds Community Foundation - Thursday Lunch Club
£2,076 03/05/2024
11
Grant to MHA Communities Horsforth
Leeds Community Foundation - Farsley Lunch Club
£2,076 03/05/2024
11
Grant to MHA Communities Farsley
Leeds Community Foundation - Temple Lawn Lunch Club
£1,557 03/05/2024
11
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Blackburn Hall Breakfast Club
£1,557 03/05/2024
11
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Farsley Breakfast Club
£1,816 03/05/2024
11
Grant to MHA Communities Farsley
Leeds Community Foundation - Calverley Lunch Club
£1,816 03/05/2024
11
Grant to MHA Communities Farsley
Leeds Community Foundation - Ramsgate Light Lunch & Social
£1,557 03/05/2024
11
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Methley Breakfast Club
£1,557 03/05/2024
11
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Royds Court Lunch Club
£1,557 03/05/2024
11
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Bacon Butties Group
£2,076 03/05/2024
11
Grant to MHA Communities Horsforth
Leeds Community Foundation - Coffee Pot
£1,297 03/05/2024
11
Grant to MHA Communities Pudsey
Leeds Community Foundation - East Ardsley
£2,076 03/05/2024
10
Grant to MHA Communities South Leeds
Leeds Community Foundation - St Andrews
£1,557 03/05/2024
10
Grant to MHA Communities South Leeds
Leeds Community Foundation - St Marys
£1,816 03/05/2024
10
Grant to MHA Communities South Leeds
Leeds Community Foundation - Pudsey Lunch Club
£1,557 03/05/2024
11
Grant to MHA Communities Pudsey
Leeds Community Foundation - Cottingley Lunch Club
£1,297 03/05/2024
10
Grant to MHA Communities South Leeds
Leeds Community Foundation - Calverley Brunch Club
£1,557 03/05/2024
11
Grant to MHA Communities Farsley
Leeds Community Foundation - Claremont Games Cafe
£1,557 03/05/2024
11
Grant to MHA Communities Pudsey
Leeds Community Foundation - Hunslet Lunch Club
£1,816 03/05/2024
10
Grant to MHA Communities South Leeds
Leeds Community Foundation - Breakfast Buddies
£1,816 03/05/2024
10
Grant to MHA Communities South Leeds
Leeds Community Foundation - Souper Monday
£1,557 03/05/2024
10
Grant to MHA Communities South Leeds
Leeds Community Foundation - Penny Lane
£1,297 03/05/2024
11
Grant to MHA Communities Pudsey
Leeds Community Foundation - Monday Social
£1,557 03/05/2024
11
Grant to MHA Communities Pudsey
City Bridge Trust - Grant to Methodist Homes
£170,000 28/04/2024
60
£170,000 over five years (£50,000, £45,000, £35,000, £25,000, £15,000) to contribute to the costs of a Gardening Services Manager and a Community Coordinator role to deliver a programme of Green Care at The Wilderness in Croydon
The Ballinger Charitable Trust - Grant to MHA Communities Teesside
£13,696 08/12/2023
12
Unrestricted funding
Garfield Weston Foundation - Main Grants award
£25,000 30/11/2023
Nurturing Through Nature: transforming lives through Green Care.
Leeds Community Foundation - Penny Lane
£3,000 30/10/2023
Grant to MHA Communities Pudsey
Leeds Community Foundation - Winter Wellness Kits
£2,829 30/10/2023
Grant to MHA Communities – Rothwell & District
Co-Operative Group - Grant to MHA Communities Gosport & Fareham
£2,362 21/10/2023
We would like to buy food, pay for entertainment or activities and volunteer expenses, to keep our two weekly lunch clubs running for the next year.
Co-Operative Group - Grant to MHA West Notts
£1,666 21/10/2023
We'd like to set up local community groups with an emphasis on sport, and improving older people's health and wellbeing. This structured activity will have a social group attached to reduce isolation.
Co-Operative Group - Grant to MHA Communities Southampton
£1,301 21/10/2023
We would like to provide a monthly lunch club ensuring participants get a hot, balanced and freshly prepared dinner while also getting that all important social contact with others.
Co-Operative Group - Grant to MHA Communities Basingstoke and East Hampshire
£1,033 21/10/2023
We would like to support the running costs of the MHA Communities groups. We help older people to live later life well through our activities and services, and support mental and physical wellbeing.
Co-Operative Group - Grant to MHA Communities South London
£1,904 21/10/2023
We want to buy material and resources to develop our volunteer-led kitchen garden, provide affordable lunches to vulnerable older people, and improve our kitchen facility with ad-hoc equipment.
Co-Operative Group - Grant to Better Together Friendship Group
£1,184 21/10/2023
We would use funding to buy arts, crafts and games for our activities. We would also fund a minibus, posters, refreshments and instructors.
Co-Operative Group - Grant to Dementia Friendly Services
£3,017 21/10/2023
We would like to provide services and activities for people living with dementia, their families and carers. We help them to manage their condition and continue to have meaningful experiences.
Co-Operative Group - Grant to MHA Communities Portsmouth & Havant
£1,027 21/10/2023
We'd like to pay for a venue, hire a fitness instructor, and provide refreshments for a weekly social activity for older people to increase their physical and mental wellbeing.
Birmingham City Council - MHA Communities South & West
£9,615 30/08/2023
Befriending Service in Northfield
Sir George Martin Trust - Grant to MHA Communities Huddersfield & District
£3,000 29/06/2023
Core costs for Older People's Welfare
Leeds Community Foundation - St Andrew's Luncheon Club
£2,323 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Breakfast Buddies
£2,032 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Souper Monday Lunch Club
£1,742 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Cottingley Lunch Club
£1,742 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Hunslet Lunch Club
£2,032 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - St Mary's Lunch Club
£2,032 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Farsley Lunch Club
£2,032 25/04/2023
Grant to MHA Communities Farsley
Leeds Community Foundation - East Ardsley lunch Club
£2,032 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Brunch Club
£1,742 25/04/2023
Grant to MHA Communities Farsley
Leeds Community Foundation - Calverley Lunch Club
£1,742 25/04/2023
Grant to MHA Communities Farsley
Leeds Community Foundation - Pudsey Lunch Club
£1,742 25/04/2023
Grant to MHA Communities Pudsey
Leeds Community Foundation - MHA Communities Pudsey
£1,742 25/04/2023
Grant to MHA Communities Pudsey
Leeds Community Foundation - Thursday Luncheon Club
£2,323 25/04/2023
Grant to MHA Communities Horsforth
Leeds Community Foundation - Bacon Butties Group
£2,323 25/04/2023
Grant to MHA Communities Horsforth
Leeds Community Foundation - Soup and Sandwich All Saints
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Northfield Cafe
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Breakfast Club
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Temple Lawn lunch club
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Royds Court Soup and Sandwich
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Midland Lunch
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
National Lottery Community Fund - (2) Mha Communities North Kirklees
£60,517 24/03/2023
24
The project will use the funding over two years to expand its service for people aged 55 and over in opportunities services and activities that aim to reduce loneliness and social isolation and improve wellbeing including befriending services social ....more
Cheshire Community Foundation - Out and About in Cheshire East
£2,496 02/02/2023
Offer10 outing's to interesting and accessable locations for the member/individual should enjoy. The outing will be something they will look forward to and discuss after the time they spent there and what they did
Wiltshire Community Foundation - Grant to MHA Communities Swindon
£3,025 07/01/2023
MHA Communities provide activities and befriending for older people in Swindon, including friendship and lunch clubs. The grant will contribute to increased food, refreshment and transport cost of the Walcot lunch club.
Cornwall Community Foundation - Supported Outings - East Cornwall
£1,000 12/12/2022
MHA Communities Cornwall aids independent older individuals, combating loneliness and fostering community engagement through befriending, social activities, dementia support, and informational resources.
National Lottery Community Fund - MHA Communities Eastleigh
£9,976 04/11/2022
The funding will be used to run face to face activities for older people in the community to widen their support network by building meaningful connections with people. The project aims to combat isolation and enable people to live later life well.
Somerset Community Foundation - Providing direct financial support to help older people stay warm over the winter
£5,500 28/10/2022
Grant to MHA Communities South Somerset & Mendip District
Co-Operative Group - Grant to MHA Communities Cheshire West
£2,320 22/10/2022
We'd like to offer support groups/activities for the elderly with poor mental wellbeing due to pandemic-related social isolation, and help them back into their local communities.
Co-Operative Group - Grant to MHA Communities North Staffs
£2,391 22/10/2022
We will provide a hot two course meal, refreshments and an activity to 50+ people each week for 48 weeks of the year and regular social events, Christmas lunch/party in December. Also befriending.
Co-Operative Group - Grant to MHA Communities North London
£2,704 22/10/2022
Our aim is to reduce loneliness and isolation amongst the older community of North London, enabling them to live their later lives well.
National Lottery Community Fund - Live Healthy Life Well
£10,000 21/10/2022
The funding will be used to design and produce an innovative programme of weekly intergenerational cooking sessions over 12 months. The project aims to build on intergenerational relationships reduce isolation and encourage healthier lifestyle ....more
Community Foundation serving Tyne & Wear and Northumberland - Grant to Methodist Homes (MHA)
£1,797 20/10/2022
Office equipment for a new office space in north Tyneside
Nova Wakefield - Grant to MHA Communities
£9,656 19/10/2022
Grant for support to provide free,warm and welcoming spaces for residents across communities in the Wakefield District
Leeds Community Foundation - Twilight Group
£5,100 20/09/2022
Grant to MHA Communities South Leeds
Leeds Community Foundation - Winter Wellbeing Wishes
£5,071 20/09/2022
Grant to MHA Communities – Rothwell & District
Cheshire Community Foundation - The Port MIND Wellbeing Project
£23,091 02/08/2022
The Port MIND Wellbeing Project
Wiltshire Community Foundation - Grant to MHA Communities Swindon
£5,000 29/06/2022
MHA Communities provide activities and befriending for older people in Swindon, including exercise class and lunch clubs. Funding will help meet running costs
Wolfson Foundation - Grant to Methodist Homes
£45,000 08/06/2022
Purchase of IT equipment to support an intergenerational video-based project for older people to reduce isolation across the UK
Leeds Community Foundation - Remembering Together and The Gingerbread Man Library Treasure Hunt
£4,466 06/05/2022
We will create two activities to promote intergenerational interactions and friendships. Centred on loneliness and social isolation prevention, raising awareness of older people’s issues and promoting community action, this project will bring both ....more
National Lottery Community Fund - Even Better Together
£173,770 28/04/2022
The funding will be used to counter loneliness and isolation for an estimated 1250 older people building dementia advocacy skills to address particular local challenges and amplifying older people's voices. This continues the work begun through the ....more
Leeds Community Foundation - Grant to MHA Communities Farsley - Live At Home Scheme
£3,488 20/04/2022
Grant to MHA Communities Farsley - Live At Home Scheme
Leeds Community Foundation - Grant to Calverley Lunch Club
£2,616 20/04/2022
Grant to Calverley Lunch Club
Leeds Community Foundation - Grant to St Andrew's Methodist Luncheon Club
£3,488 20/04/2022
Grant to St Andrew's Methodist Luncheon Club
Leeds Community Foundation - Grant to St Mary's Lunch Club
£2,616 20/04/2022
Grant to St Mary's Lunch Club
Leeds Community Foundation - Grant to Hunslet Lunch Club
£2,616 20/04/2022
Grant to Hunslet Lunch Club
Leeds Community Foundation - Grant to Cottingley Luncheon Club
£2,616 20/04/2022
Grant to Cottingley Luncheon Club
Leeds Community Foundation - Grant to MHA Communities Pudsey
£2,616 20/04/2022
Grant to MHA Communities Pudsey
Leeds Community Foundation - Grant to MHA Communities Horsforth
£3,488 20/04/2022
Grant to MHA Communities Horsforth
Leeds Community Foundation - Grant to MHA Communities Farsley
£2,616 20/04/2022
Grant to MHA Communities Farsley
Leeds Community Foundation - Grant to Souper Monday
£2,180 20/04/2022
Grant to Souper Monday
Leeds Community Foundation - Grant to MHA Communities South Leeds
£2,180 20/04/2022
Grant to MHA Communities South Leeds
Leeds Community Foundation - Grant to MHA Communities – Rothwell & District
£2,180 20/04/2022
Grant to MHA Communities – Rothwell & District
Garfield Weston Foundation - Main Grants award
£50,000 11/02/2022
Better Connected:Famileo for care home residents & their loved ones.
Community Foundation serving Tyne & Wear and Northumberland - A grant to MHA Communities North Tyneside
£4,457 18/11/2021
'Love to Move' dementia and support group sessions for people with dementia and their carers in North Tyneside
Somerset Community Foundation - Surviving Winter - small grants to help older people stay warm this winter
£3,300 29/10/2021
Surviving Winter - small grants to help older people stay warm this winter
Co-Operative Group - Grant to Biddulph Victoria Live at Home Scheme
£2,585 23/10/2021
We would like to continue to use telephone befriending with our members to help with emergency shopping and prescriptions, until we can return to our weekly activity and lunch club.
Co-Operative Group - Grant to MHA Communities Gateshead West
£2,818 23/10/2021
We enable people to enjoy their later years by delivering safe community-based activities in West Gateshead. We need help to cover costs for transport, activities and volunteer coordination.
Co-Operative Group - Grant to MHA Communities Burntwood
£4,301 23/10/2021
We'd like to provide support packs to older people who are socially isolated due to Covid-19 and help them transition back into the community when it's appropriate and safe to do so.
Co-Operative Group - Grant to MHA Communities North Staffs
£1,600 23/10/2021
We aim to reduce loneliness and isolation for local older people and improve their wellbeing through social interaction, telephone befriending and shopping/prescription delivery.
Co-Operative Group - Grant to MHA Community (Penarth)
£1,588 23/10/2021
We'd like to take our members out and about. Funding would cover two lunches and transport each month.
Leeds Community Foundation - Welcoming Wednesdays
£2,500 06/10/2021
A 'Welcoming Wednesday' social group providing lunch and activities, advice and support and digital help during the Winter months of January, February & March 2022 which will reduce social isolation & loneliness during the bleakest, coldest ....more
Leeds Community Foundation - Your Hug in a Mug
£2,500 06/10/2021
Members will be personally handed an insulated lidded mug, together with a sachet of soup or hot chocolate to provide a comforting warm drink, available for future use and additionally there will be a leaflet containing important winter information ....more
Leeds Community Foundation - Keeping Active through Winter
£2,312 06/10/2021
This project will support MHA Communities Rothwell to deliver a programme of trips throughout the winter months which will ensure service users are able to stay active and socialise with others.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split

Age Range of Trustees: 41-69
  • ANDREW COZENS OBE Appointed: 2015, Occupation: None
  • ANNE SUGANTHI ANKETELL Appointed: 2022, Occupation: Company Director
  • ARCHANA SRIVATSAN Appointed: 2024, Occupation: Director
  • CATHERINE JANE KERR Appointed: 2024, Occupation: Consultant
  • DR RICHARD MARK VAUTREY Appointed: 2022, Occupation: Doctor
  • FRANCES ALISON BEVES Appointed: 2024, Occupation: Consultant
  • JAMES ANTHONY REILLY (Chair) Appointed: 2016, Occupation: Non Executive Director
  • JESSICA ELIZABETH WHITE Appointed: 2023, Occupation: Finance Director
  • KEITH HICKEY Appointed: 2019, Occupation: Retired
  • LISA COMMANE Appointed: 2019
  • REV DEREK JOHN MCLEAN Appointed: 2024, Occupation: Minister
  • RICHARD HUMPHRIES Appointed: 2024, Occupation: Consultant
Legal constitution
  • Charitable company registered in England & Wales on 04/12/2000, number: 1083995
  • Registered at Companies House on 28/07/2000, number: 04043124
Gift Aid
  • Registered with HMRC for Gift Aid
Fundraising Regulator
First registered: 09/01/2016, current status: Large charity (levy paid)
Event History
Other Regulators
  • Care Quality Commission
  • Care Inspectorate Wales (CIW)
  • Financial Conduct Authority
  • Homes England
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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; AR14: 14 days late,
Recent reorganisation events:
  • Asset transfer in from AGE CONCERN LEAMINGTON SPA on 06/12/2022
  • Asset transfer in from THE ENFIELD TOWN AND FORTY HILL CHURCHES JOINT TRUST on 01/02/2024
Main office

Methodist Homes
Epworth House
3 Stuart Street
Derby
DE1 2EQ

Objectives

3.1 THE COMPANY'S OBJECTS SHALL BE FOR THE RELIEF OF ELDERLY PEOPLE AND OTHER ADULTS IN NEED, PARTICULARLY (BUT NOT LIMITED TO) THOSE WITH MENTAL ILLNESS OR PHYSICAL AND/OR LEARNING DISABILITIES BY PROVIDING: (I) CARE AND SUPPORT SERVICES; AND/OR (II) ACCOMMODATION; AND/OR (III) ANY OTHER PROVISION (WHETHER OR NOT SIMILAR TO THE FOREGOING) WHICH MAY FACILITATE AN IMPROVED QUALITY OF LIFE FOR SUCH PERSONS IN THE UNITED KINGDOM, THE CHANNEL ISLAND AND THE ISLE OF MAN.

Defined Area of Benefit:

UNITED KINGDOM. THE CHANNEL ISLAND AND THE ISLE OF MAN.

Data Sources

Charity Commission for England and Wales
360 Giving
Charizone

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