Finance Score: -2

Governance Score: 9

Support Score: 3

Liabilities <10%: +3
Multiple Deficits and declines: -5

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

Overall weighted support: +3

Overall GiG Score: 10

AGE CONCERN WIGAN BOROUGH

The organisation works with older people in the Borough of Wigan. We provide a range of services, support, advice and information to enable older people to enjoy an improved quality of life.We employ approximately 50 staff and work with around 70 volunteers and aim to have a presence across the borough.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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 has been volatile and on several occasions in recent years less than spending

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	£673	£775	£-102	£0	£935	£935	14.5	25	22
31/03/22	£641	£747	£-106	£0	£1,037	£1,037	16.7	27	25
31/03/21	£749	£749	£0	£0	£1,143	£1,122	18	23	11
31/03/20	£772	£819	£-47	£0	£1,143	£1,100	16.1	47	57
31/03/19	£880	£751	£128	£0	£1,190	£1,139	18.2	58	58
31/03/18	£927	£961	£-34	£235	£1,094	£1,107	13.8	49	0
31/03/17	£1,111	£1,202	£-91	£275	£1,128	£1,127	11.3	63	0
31/03/16	£1,128	£1,116	£12	£189	£1,219	£1,179	12.7	52	0
31/03/15	£1,150	£969	£180	£131	£1,207	£1,144	14.2	37	0
31/03/14	£1,032	£891	£141	£100	£1,027	£1,002	13.5	52	0
31/03/13	£1,081	£924	£157	£112	£886	£860	11.2	52	0
31/03/12	£1,091	£990	£100	£105	£700	£700	8.5	37	0
31/03/11	£1,114	£997	£117	£41	£600	£551	6.6	34	0
31/03/10	£1,069	£971	£98	£136	£483	£439	5.4	34	0
31/03/09	£1,024	£928	£96	£139	£386	£354	4.6	23	0
31/03/08	£898	£902	£-4	£39	£291	£239	3.2	28	0
31/03/07	£822	£883	£-62	£29	£328	£249	3.4	32	0
31/03/06	£722	£642	£80	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£659	£504	£155	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: 9%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 14.5 months
Net Current Assets/Spending: 14 months
Quick Ratio: 9.4

Asset Split ?

Balance Sheet History

Established: 21 years

www.ageuk.org.uk/wiganborough/

enquiries@ageukwiganborough.org.uk

01942241972

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Wigan,

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.

Specific Donations

Amount	When Months	To be used for
Forever Manchester - Coronavirus Support
£4,968	12/06/2020	Information, advice, shopping, general support
Garfield Weston Foundation - Main Grants award
£10,000	16/04/2019	Bright Days Programme
National Lottery Community Fund - Bright Days
£96,322	18/02/2019 36	Bright Days
Co-Operative Group - Grant to Age UK Wigan Borough
£3,328	29/11/2017	We need support to pay the rent and equipment for our friendship group for isolated older people that meet each week in Standish.
Dunhill Medical Trust - The Connect Up Project
£15,000	06/10/2016 12	Befriending project for socially isolated and lonely older people
National Lottery Community Fund - Advocacy service
£316,129	04/04/2016 60	A volunteer advocacy project to help empower older people aged 60 and over to make stronger decisions, speak up for their rights and challenge difficult issues around finance, health, social care and housing. The project will include supporting ....more A volunteer advocacy project to help empower older people aged 60 and over to make stronger decisions, speak up for their rights and challenge difficult issues around finance, health, social care and housing. The project will include supporting older people dealing with health, social care and housing issues and providing help to challenge benefit decisions such as attendance at tribunals, and disputes with traders and larger commercial organisations. The project will benefit 900 older people.
National Lottery Community Fund - Bright Days
£315,661	17/06/2013 60	This continuation project aims to improve the mental and physical health and well-being of isolated and lonely older people who live in Wigan. This will be achieved by working with a wide range of local organisations to deliver activities. These ....more This continuation project aims to improve the mental and physical health and well-being of isolated and lonely older people who live in Wigan. This will be achieved by working with a wide range of local organisations to deliver activities. These groups will include housing associations, Wigan Leisure and Cultural Trust, Wigan Music Service and other local groups such as craft and photography groups.
National Lottery Community Fund - Help to be heard
£219,220	13/10/2010 60	This project offers an advocacy service for people aged 60 and over in the Metropolitan Borough of Wigan. Short term and issue based advocacy will be provided including the provision of information, support and confidence building, supporting older ....more This project offers an advocacy service for people aged 60 and over in the Metropolitan Borough of Wigan. Short term and issue based advocacy will be provided including the provision of information, support and confidence building, supporting older people to challenge the decisions of these agencies and express their own points of view on issues such as service allocation. The project will support people to exercise their rights in relation to housing and customer issues, equality and inclusion.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 45-79

BERNADETTE ASHCROFT Appointed: 2022, Occupation: Chief Executive

DULA ALICEHAJIC-BECIC Appointed: 2022, Occupation: Consultant

JOANNE BOHAN Appointed: 2024, Occupation: Human Resources Manager

MATTHEW THOMAS HOTHERSALL Appointed: 2006, Occupation: Chartered Accountant

NEIL TURNER Appointed: 2023, Occupation: Retired

RICHARD WILLIAMS Appointed: 2022, Occupation: Regional Manager

ROBERT ARMSTRONG (Chair) Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 02/04/2004, number: 1103022
Registered at Companies House on 30/12/2003, number: 05004789

Gift Aid

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
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

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from AGE UK SUPPORT SERVICES NORTH WEST on 08/01/2020

Main office

Groundwork CLM
74-80 Hallgate
WIGAN
Lancashire
WN1 1HP

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE METROPOLITAN BOROUGH OF WIGAN (HEREINAFTER CALLED THE AREA OF BENEFIT).

Defined Area of Benefit:

IN AND AROUND THE METROPOLITAN BOROUGH OF WIGAN.

Data Sources

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