Finance Score: 11
Governance Score: 8
Support Score: 9
  • Liabilities <10%: +3
  • Good reserves management: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +9
Overall GiG Score: 28 ?

ECHO FOR EXTRA CHOICES IN HEREFORDSHIRE LIMITED

ECHO provides activities and support for disabled people in Herefordshire. Most activities are suitable for people with moderate or severe learning difficulties, but we try to support anyone who wishes to take part in our activities, including people with mental health problems and people with physical or sensory disabilities.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • This charity has a robust balance sheet
  • Reserves management has been consistently within official guidelines
  • 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
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?

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
31/03/24£891£969£-78£69£603£5176.454114
31/03/23£1,248£940£308£53£681£6217.947125
31/03/22£811£862£-50£73£373£2924.147150
31/03/21£921£787£134£39£423£3625.547113
31/03/20?£759£811£-52£21£289£2603.846150
31/03/18£607£583£24£37£332£2845.8390
31/03/17£440£463£-23n/an/an/an/an/an/a
31/03/16£407£400£7n/an/an/an/an/an/a
31/03/15£427£410£17n/an/an/an/an/an/a
31/03/14£419£387£32n/an/an/an/an/an/a
31/03/13£355£318£37n/an/an/an/an/an/a
31/03/12£325£282£43n/an/an/an/an/an/a
31/03/11£365£340£25n/an/an/an/an/an/a
31/03/10£308£322£-14n/an/an/an/an/an/a
31/03/09£331£338£-6n/an/an/an/an/an/a
31/03/08£346£310£36n/an/an/an/an/an/a
31/03/07£295£306£-12n/an/an/an/an/an/a
31/03/06£283£312£-29n/an/an/an/an/an/a
31/03/05£318£264£55n/an/an/an/an/an/a
31/03/04£282£231£51n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 8.3%
Fundraising Costs/Total Spending: 7.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 86%
Reserves/Spending: 6.4 months
Net Current Assets/Spending: 7 months
Quick Ratio: 13.8
Asset Split ?
Balance Sheet History
Established: 22 years

www.echoherefordshire.org.uk

echo.info@echoherefordshire.co.uk

01568620307

Charity Commission for England and WalesCompanies HouseFacebook
UN SDGs
?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Disability
  • Education/Training
GiG Classification
  • Services for people with disabilities
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Herefordshire,
Who it helps
  • People With Disabilities
  • The General Public/Mankind

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£437,108
Lloyds Bank Foundation£85,250
Co-Operative Group£7,411
Herefordshire Community Foundation£4,800
Specific Donations
Amount When
Months
To be used for
Herefordshire Community Foundation - ECHO for Extra Choices in Herefordshire
£1,000 10/04/2024
Grant to ECHO for Extra Choices in Herefordshire
Co-Operative Group - Grant to ECHO for Extra Choices in Herefordshire Limited
£2,965 21/10/2023
We would like to provide exciting taster days for adults with learning disabilities as an introduction to regular day opportunities, social interaction and community involvement.
National Lottery Community Fund - Inclusive Volunteering 2 - Steps to Employability Project
£437,108 24/08/2023
This funding will be used support those with learning disabilities in Herefordshire to broaden their experiences and skills through volunteering and work experience in the wider community. The project aims to make a positive difference to the lives ....more
Herefordshire Community Foundation - Eaton Barn Pop Up Markets
£1,000 01/08/2023
Grant to ECHO
Herefordshire Community Foundation - About Face Theatre Company - "Someone Else's Train"
£1,000 27/03/2023
Grant to ECHO (for extra choices in Herefordshire)
Lloyds Bank Foundation - Grant to Echo for Extra Choices in Herefordshire Ltd
£50,000 07/12/2022
24
Unrestricted grant over two years towards the core costs of Echo for Extra Choices in Herefordshire Ltd
Lloyds Bank Foundation - One off gift towards cost of living crisis to Echo for Extra Choices in Herefordshire Ltd
£2,250 07/12/2022
One off gift to support with the cost of living crisis
Sir Jules Thorn Charitable Trust - ECHO for Extra Choices in Herefordshire Limited - 28/03/22
£2,000 07/04/2022
Core Funding
Co-Operative Group - Grant to ECHO (Extra Choices in Herefordshire)
£4,446 24/10/2020
We would like to create a sensory room for adults with disabilities and additional support needs.
DCMS - DCMS VSCE CMC Covid Funding
£3,478 01/10/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
Lloyds Bank Foundation - Grant to Echo for Extra Choices in Herefordshire Ltd
£33,000 21/05/2020
12
One year core funding to support Echo for Extra Choices in Herefordshire Ltd to sustain their work to support work addressing Learning Disabilities Complex Social Issue (CSI) during COVID19
Herefordshire Community Foundation - Grant to ECHO for Extra Choices in Herefordshire
£1,800 22/04/2020
additional cost of delivering services remotely
Quartet Community Foundation - Grant to Echo For Extra Choices In Herefordshire
£2,500 10/12/2019
Towards equipment and furniture at a centre for people with additional support needs.
Co-Operative Group - Grant to Echo Community Cafe
£2,712 15/11/2019
We want to buy equipment for our community cafe to help people with disabilities to access learning and gain new skills.
National Lottery Community Fund - Inclusive Volunteering
£363,124 21/03/2018
60
This organisation will continue to support people with learning difficulties into volunteering. The aim is to make volunteering accessible to everyone, bringing people together to reduce isolation, whilst improving confidence, self-esteem and life ....more
Tudor Trust - Grant to ECHO for Extra Choices in Herefordshire
£20,000 15/12/2017
12
over one year towards work around change management, database development and outcomes monitoring for an organisation working primarily with people with learning disabilities in Herefordshire
Co-Operative Group - Grant to ECHO for Extra Choices in Herefordshire
£2,977 04/08/2017
A series of taster sessions filled with activities will give local disabled people a chance to try new experiences & meet new people.
National Lottery Community Fund - The Forbury Workshop refurbishment
£10,000 30/11/2016
12
This project will improve the community building and ensure better access for people with limited mobility.
Masonic Trust - Core funding
£5,000 20/07/2016
Social activities, volunteering and work experience opportunities and training for people with disabilities.
Lloyds Bank Foundation - Grant to ECHO for Extra Choices in Herefordshire
£20,000 29/05/2014
ECHO's mission is to make a real difference to the lives of disabled people in Herefordshire, supporting them to be valued members of their community.
National Lottery Community Fund - Inclusive Volunteering
£166,141 14/02/2012
61
This project will continue Echo for Extra Choices in Herefordshire Limited's work in helping people with learning difficulties to lead full, inclusive and purposeful lives; developing self confidence and personal and social networks. The scheme will ....more
National Lottery Community Fund - The Ambassadors
£196,895 08/09/2010
48
This project in Herefordshire will improve the lives of adults with learning disabilities by increasing independence, breaking down barriers and enabling their to be heard. The project will provide people with learning disabilities with the ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split

Age Range of Trustees: 33-71
  • AMANDA HAMBLIN Appointed: 2016, Occupation: Unemployed
  • BLAISE ALEXANDER WHITE Appointed: 2004, Occupation: Charity Finance Manager
  • BEVERLIE DAVIES Appointed: 2018, Occupation: Unemployed
  • CAROLINE ARTHUR Appointed: 2019, Occupation: Charity Volunteer
  • DR CLARE CATHCART Appointed: 2023, Occupation: Doctor
  • DR JEREMY GRAY Appointed: 2022, Occupation: Doctor
  • JASON STUCHBERY Appointed: 2010, Occupation: Unemployed
  • JOHANNA WOODALL Appointed: 2023, Occupation: Retired
  • JOHN BRADFORD Appointed: 2021, Occupation: Retired
  • JOY HOUSE (Chair) Appointed: 2016, Occupation: Retired
  • JUDITH HAINES Appointed: 2023, Occupation: Retired
  • MATTHEW JONES Appointed: 2021, Occupation: Unemployed
  • PAUL SCOTT Appointed: 2024, Occupation: Unemployed
Legal constitution
  • Charitable company registered in England & Wales on 11/03/2003, number: 1096449
  • Registered at Companies House on 02/07/2002, number: 04475254
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
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; all on time
Recent reorganisation events:
  • Asset transfer in from THE LEE FOUNDATION on 21/11/2022
  • Asset transfer in from AIDA TRUST on 09/08/2023
Main office

40 - 42 West Street
Leominster
Herefordshire
HR6 8ES

Objectives

A) TO ADVANCE EDUCATION OF PERSONS RESIDENT IN THE COUNTY OF HEREFORDSHIRE AND THE IMMEDIATE NEIGHBOURHOOD THEREOF, IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) BY:I) ENABLING ADULTS WITH LEARNING OR PHYSICAL DISABILITIES OR MENTAL HEALTH DIFFICULTIES TO ATTEND ORDINARY EDUCATIONAL ACTIVITIES.II) ORGANISING SPECIAL MIXED ABILITY COURSES FOR THE BENEFIT OF ADULTS WITH LEARNING OR PHYSICAL DISABILITIES OR MENTAL HEALTH DIFFICULTIESIII) ORGANISING SPECIALIST EDUCATIONAL OR TRAINING OPPORTUNITIES FOR THE BENEFIT OF ADULTS WITH LEARNING OR PHYSICAL DISABILITIES OR MENTAL HEALTH DIFFICULTIES(C) TO SUPPORT ADULTS WITH LEARNING AND PHYSICAL DISABILITIES OR MENTAL HEALTH DIFFICULTIES TO ACCESS LEISURE, VOLUNTEERING AND EMPLOYMENT OPPORTUNITIES WITH THE OBJECT OF IMPROVING THE CONDITIONS OF THEIR LIVES AND INCREASING THEIR OPPORTUNITIES FOR INCLUSION IN THE COMMUNITY

Defined Area of Benefit:

HEREFORDSHIRE

Data Sources

Charity Commission for England and Wales
360 Giving

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