Finance Score: -1

Governance Score: 2

Support Score: 0

Excess liquidity: -1

Good trustee age range: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 1

JUBILEE CITIZENS UK

Developing high quality localised regional services that meet the needs of the people in those areas. Managing services in a manner that recognises and respects individual choices. Responding to the needs of older people and encouraging their participation in a range of services that want to utilise. Working in partnership with other agencies, individuals and all stakeholders.

Analysis by Giving is Great

Positives:

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
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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		£1,395	£1,007	£388	£0	£1,353	£1,353	16.1	52	8
31/03/22		£1,306	£1,004	£302	£0	£965	£965	11.5	56	8
31/03/21		£1,274	£1,000	£274	£0	£662	£662	8	58	8
31/03/20		£1,222	£1,070	£152	£0	£389	£389	4.4	70	8
31/03/19		£1,225	£1,148	£77	£0	£237	£237	2.5	69	7
31/03/18		£1,210	£1,152	£57	£0	£161	£161	1.7	65	0
31/03/17		£849	£797	£52	£0	£103	£103	1.6	41	0
31/03/16		£344	£342	£2	£0	£0	£0	n/a	0	0
31/03/15		£216	£219	£-4	£0	£0	£0	n/a	0	0
31/03/14		£196	£204	£-8	£0	£0	£0	n/a	0	0
31/03/13		£203	£204	£-1	£0	£0	£0	n/a	0	0
31/03/12?		£155	£138	£17	£0	£0	£0	n/a	0	0
31/07/11		£179	£176	£2	£0	£0	£0	n/a	0	0
31/07/10		£158	£166	£-8	£0	£0	£0	n/a	0	0
31/07/09		£136	£135	£1	£0	£0	£0	n/a	0	0
31/07/08		£124	£102	£22	£0	£0	£0	n/a	0	0
31/07/07		£75	£66	£9	£0	£0	£0	n/a	0	0
31/07/06		£92	£105	£-13	£0	£0	£0	n/a	0	0
31/07/05		£113	£108	£5	£0	£0	£0	n/a	0	0
31/07/04	*	£78	£61	£18	£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: 13%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 16.1 months
Net Current Assets/Spending: 16 months
Quick Ratio: 7.8

Asset Split ?

Established: 21 years

www.ageconcernbirmingham.org.uk

finance@jubileecitizens.org.uk

01213623654

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other individual and family services

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

52 employees
8 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 46-76

KEVIN MICHAEL PATRICK WALSH Appointed: 2020, Occupation: Chartered Accountant, Other trusteeship: AGE CONCERN BIRMINGHAM,

ROSEMARY VERONICA CAMPBELL Appointed: 2022, Occupation: Retired, Other trusteeship: AGE CONCERN BIRMINGHAM,

SAFINA MISTRY Appointed: 2019, Occupation: Company Director, Other trusteeship: AGE CONCERN BIRMINGHAM,

DR JAY CHAUHAN Appointed: 2016, Occupation: Director, Other trusteeship: AGE CONCERN BIRMINGHAM,

DR PETER MICHAEL KEVERN Appointed: 2013, Occupation: Iniversity Lecturer, Other trusteeship: AGE CONCERN BIRMINGHAM,

MICHAEL MALPAS Appointed: 2016, Occupation: Paramedic, Other trusteeship: AGE CONCERN BIRMINGHAM,

Legal constitution

Charitable company registered in England & Wales on 23/01/2003, number: 1095555
Registered at Companies House on 23/07/2002, number: 04492376

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
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; AR04: 14 days late,

Main office

Age Concern
76-78 Boldmere Road
Sutton Coldfield
B73 5TJ

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE AND DISABLED PEOPLE INCLUDING ASSISTING AND CO-OPERATING IN THE WORK OF STATUTORY AUTHORITIES AND VOLUNTARY ORGANISATIONS ENGAGED IN PROVIDING FACILITIES FOR PHYSICAL AND MENTAL RECREATION, DEVELOPING PHYSICAL IMPROVEMENTS, FURTHERING HEALTH, RELIEVING POVERTY, DISTRESS AND SICKNESS.

Defined Area of Benefit:

NOT DEFINED.

Data Sources