Finance Score: 5

Governance Score: 6

Support Score: 2

Good reserves management: +3
Strong growth: +2

Good trustee age range: +3
Gender balanced board: +3

Overall weighted support: +2

Overall GiG Score: 13

SERVICES FOR INDEPENDENT LIVING

To enable people affected by disabilities to exercise choice and control, to live independent lives, and to actively participate in society. Services for Independent Living provides:- Direct Payments Support- Payroll Service - Financial Administration Service- Home Support Service

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 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 and gender

Regulatory & Governance issues to consider:

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

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	*	£2,896	£2,890	£5	£0	£1,073	£1,028	4.3	126	0
31/03/22		£2,742	£2,714	£28	£0	£1,068	£1,027	4.5	115	0
31/03/21		£2,284	£2,206	£79	£0	£1,040	£1,030	5.6	104	0
31/03/20		£1,868	£1,788	£80	£0	£961	£952	6.4	92	0
31/03/19		£1,781	£1,711	£71	£0	£882	£872	6.1	90	1
31/03/18		£1,979	£1,770	£209	£0	£811	£797	5.4	100	0
31/03/17		£1,827	£1,738	£89	£0	£656	£650	4.5	98	0
31/03/16		£1,773	£2,059	£-287	£0	£567	£556	3.2	105	0
31/03/15		£1,912	£1,942	£-31	£5	£854	£843	5.2	41	0
31/03/14		£1,997	£1,969	£28	£5	£884	£859	5.2	41	0
31/03/13		£1,859	£1,812	£47	£7	£856	£831	5.5	86	0
31/03/12		£1,660	£1,563	£97	£6	£809	£796	6.1	74	0
31/03/11		£1,921	£1,544	£377	£9	£712	£692	5.4	106	0
31/03/10		£1,622	£1,479	£143	£5	£344	£319	2.6	95	0
31/03/09		£1,457	£1,454	£2	£7	£201	£193	1.6	92	0
31/03/08		£955	£915	£40	£4	£199	£185	2.4	70	0
31/03/07		£955	£915	£40	£2	£163	£119	1.6	15	0
31/03/06		£760	£734	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£455	£439	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£225	£189	£36	n/a	n/a	n/a	n/a	n/a	n/a

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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: 12%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 4.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.4

Asset Split ?

Balance Sheet History

Established: 21 years

www.s4il.co.uk

contactus@s4il.co.uk

01568616653

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

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

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Hereford Mens Mental Health Group
£10,000	27/01/2023	The funding will be used to employ an engagement officer to support the organisation's mental health service for men. The project aims to maintain and expand their work helping local people to ....more The funding will be used to employ an engagement officer to support the organisation's mental health service for men. The project aims to maintain and expand their work helping local people to receive support for their wellbeing and conditions such as depression.
Herefordshire Community Foundation - Grant to Services for Independent Living
£500	07/09/2022	Grant to Services for Independent Living

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-86

ANGELA HIGHAM Appointed: 2017, Occupation: None

DAVID HUGHES Appointed: 2018, Occupation: N/A

JOHN ROGERS Appointed: 2010, Occupation: Retired

JULIE THORNBY Appointed: 2020, Occupation: Trustee

TOM MISSELBROOK, Occupation: Area Manager

VICKI LOUISE MANLEY Appointed: 2023, Occupation: Volunteer

Legal constitution

Charitable company registered in England & Wales on 15/08/2003, number: 1099020
Registered at Companies House on 24/12/2002, number: 04624968

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
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; AR23: 50 days late,

Main office

Services For Independent Living
Unit 1-2
The Business Plaza
Leominster
Leominster

Objectives

TO RELIEVE DISABLED PEOPLE AND THEIR FAMILY CARERS THROUGH THE PROVISION AND PROMOTION OF SERVICES WHICH FOSTER INDEPENDENT LIVING AND IMPROVE THEIR CONDITIONS OF LIFE, AND WHICH ASSIST DISABLED PEOPLE AND THEIR FAMILY CARERS TO ACTIVELY PARTICIPATE IN AND INTEGRATE INTO SOCIETY.

Data Sources

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