Finance Score: -8
Governance Score: 5
Support Score: 8
  • Poor Liquidity: -1
  • Multiple Deficits: -2
  • Fundraising costs high: -5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Mainly male board: -1
  • Grant maker support: +8
Overall GiG Score: 5 ?

STEPS TO WORK 

Training, personal development and employment creation
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board is predominantly male
  • Over half the Board have joined recently

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
  • On several occasions in recent years income has been less than spending
  • Fundraising costs are extremely high relative to funds raised

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£23,099£24,123£-1,024£14,565£2,224£2,07611190
31/03/22£17,029£16,067£963£11,259£470£4700.4890
31/03/21£14,366£14,037£329£11,534£-1,695£-1,695-1.4670
31/03/20*£15,084£15,358£-274£12,822£-549£-549-0.4670
31/03/19£15,782£16,287£-505£13,707£-685£-685-0.5770
31/03/18£16,690£16,996£-307£15,005£-380£-380-0.3670
31/03/17£12,821£12,996£-175£10,997£-312£-312-0.3560
31/03/16£13,587£13,769£-181£0£955£4240.4730
31/03/15£15,226£15,637£-410£13£589£-16-0730
31/03/14£3,101£3,188£-87£12£1,823£1,8126.8750
31/03/13£3,520£3,266£254£11£1,224£1,1974.4750
31/03/12£4,019£3,765£254£11£1,070£1,0143.2750
31/03/11£4,097£4,215£-118£12£977£9152.6930
31/03/10£4,631£4,955£-324£14£602£5701.4940
31/03/09£7,559£7,547£12£14£1,691£1,6732.71150
31/03/08£6,887£7,248£-361£21£1,016£9991.71060
31/03/07£4,521£4,635£-114£28£1,630£1,4723.8770
31/03/06£2,388£2,261£127£0£0£0n/a00
31/03/05£5,545£5,207£338£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 199.1%
Fundraising Costs/Total Spending: 60.4%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 45%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1
Asset Split ?
Established: 21 years
(25 years as a company)

www.stepstowork.co.uk

enquiries@stepstowork.co.uk

01922627555

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
GiG Classification
  • Technical, vocational and continuing education
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Dudley, Sandwell, Staffordshire, Walsall, Wolverhampton,
Who it helps
  • Children/Young People
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • 119 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£466,429
Department for Work and Pensions£268,814
DCMS£8,000
Co-Operative Group£6,394
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Black Country Futures 2
£466,429 17/02/2023
This funding will be used to provide pre-employment and employment support for those furthest from employment in the Black Country. The programme will support people aged 16 years old and over and ....more
Co-Operative Group - Grant to Steps To Work Helping Hands
£3,290 22/10/2022
We wish to support those who are experiencing hardship, food poverty and isolation by delivering food and essential items and providing human connection through our friendly support teams.
Department for Work and Pensions - STEPS TO WORK
£268,814 01/04/2022
The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Co-Operative Group - Grant to Steps To Work
£3,104 23/10/2021
We would buy medicine, food and other essential items and deliver them to vulnerable residents’ homes to meet the basic needs of those struggling with loneliness, isolation and mental ill health.
DCMS - Coronavirus Community Support Fund
£8,000 21/08/2020
"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 ....more
National Lottery Community Fund - StSt/2/3 - EVOLVE
£1,312,821 09/11/2016
35
The funding will be used for Evolve, a project that aims to provide a personalised support package to people who face multiple and complex barriers to employment by connecting them to specialist ....more
National Lottery Community Fund - BC/1/1 - Building Reachable Individual Dreams Gaining Employment & Ski
£5,500,385 12/05/2016
48
A project to support the most disadvantaged unemployed people aged over 24 with significant barriers to employment and connect them to local specialist services.
National Lottery Community Fund - 'Reaching Out '
£410,735 04/05/2016
35
This outreach project will provide low income and disadvantaged people across the North Walsall area with life skills training and support. Beneficiaries will be assessed, and individual plans ....more
National Lottery Community Fund - StSt/2/3 - Evolve
£49,886 26/04/2016
12
The funding will be used to develop a project supporting people facing multiple barriers to work through skills and employability training. The grant will be used for staff costs to develop a project ....more
National Lottery Community Fund - BC/1/1 - Building Reachable Individual Dreams Gaining Employment & Sk
£50,000 06/11/2015
12
This grant will be used to develop plans for a project to support the most disadvantaged unemployed people aged over 24 with significant barriers to employment and connect them to local specialist ....more
National Lottery Community Fund - Work on the Horizons One Stop Employment Shop
£481,260 20/11/2013
24
This existing project aims to continue to assist residents of Bloxwich and North Walsall in assessing long-term employment, improving both individual quality of life and regenerating the local ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 10/11 persons

Age Range of Trustees: 38-66
  • ALEX TROSS Appointed: 2024, Occupation: Chartered Surveyor
  • ALAN DOWNTON Appointed: 2024, Occupation: Interim Director In Programme And Operations
  • ANDREW MOSS Appointed: 2024, Occupation: Guardian, Birmingham Assay Office
  • JOE WILSON Appointed: 2024, Occupation: Chambers Director
  • AMY DEAKIN Appointed: 2018, Occupation: Business Manager
Legal constitution
  • Charitable company registered in England & Wales on 30/10/2003, number: 1100403
  • Registered at Companies House on 23/03/1999, number: 03738249
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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
19 returns made; AR20: 5 days late,
Main office

Floor 6 Townend House
Wisemore
Walsall
WS1 1NS

Objectives

1.1 The Objects of the Charity are for the public benefit:1.1.1 the promotion and advancement of education and training in such ways as the Trustees think fit, including by:(a) the assistance of unemployed persons to more easily find and enter into employment;(b) the advancement of those who are in employment through the continued development of their individual capabilities, competencies and skills;(c) assisting with preparation for entry into any occupation, trade or profession;(d) the provision of advice, support, financial assistance, coaching, vocational training and re-training, in order to assist the public in obtaining relevant skills or training as will fit them for employment. 1.2 Throughout the Articles, 'charitable' means charitable in accordance with the law of England and Wales provided that it will not include any purpose which is not charitable in accordance with section 7 of the Charities and Trustee Investment (Scotland) Act 2005. For the avoidance of doubt, the system of law governing the Articles of the Charity is the law of England and Wales.1.3 This provision may be amended by special resolution but only with the prior written consent of the Commission.

Defined Area of Benefit:

WITHIN THE METROPOLITAN BOROUGH OF WALSALL AND ALL ADJACENT AREAS

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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