Finance Score: -4

Governance Score: 3

Support Score: 3

Spending falling: -1
Volatile income: -3
No PartB

Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 2

PHOENIX HOMES COLCHESTER

Our mission is the relief of hardship and the protection of persons with mental health issues or mild learning disabilities, through the provision of supported housing accommodation.We provide residents with an innovative and comprehensive service in a respectful environment. We aim to encourage and empower them and support their journey towards living an independent and fulfilled life

Analysis by Giving is Great

Positives:

The charity has received income from Government contracts
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
31/03/23		£212	£181	£31	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£195	£171	£24	n/a	n/a	n/a	n/a	n/a
31/03/21		£214	£173	£42	n/a	n/a	n/a	n/a	n/a
31/03/20		£192	£194	£-3	n/a	n/a	n/a	n/a	n/a
31/03/19		£531	£378	£154	£0	£851	£820	26	12
31/03/18		£343	£362	£-19	£0	£0	£0	n/a	0
31/03/17	*	£368	£422	£-53	£0	£0	£0	n/a	0
31/03/16	*	£392	£440	£-49	£0	£0	£0	n/a	0
31/03/15	*	£396	£417	£-21	£0	£0	£0	n/a	0
31/03/14		£383	£363	£20	£0	£0	£0	n/a	0
31/03/13	*	£311	£318	£-7	£0	£0	£0	n/a	0
31/03/12	*	£356	£318	£38	£0	£0	£0	n/a	0
31/03/11	*	£351	£315	£35	£0	£0	£0	n/a	0
31/03/10		£345	£336	£8	£0	£0	£0	n/a	0
31/03/09		£389	£339	£49	£0	£0	£0	n/a	0
31/03/08		£84	£86	£-2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 17 years

www.phx.org.uk

info@phx.org.uk

01206561767

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other facilities management and maintenance

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Essex,

Who it helps

Other Defined Groups
People With Disabilities

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - 9 Oxford Road Alcohol Project
£119,745	18/04/2013 37	A supportive, alcohol free environment where professional staff can, by means of therapeutic groups and activities, enable clients to make a positive change in their drinking behaviour. The service ....more A supportive, alcohol free environment where professional staff can, by means of therapeutic groups and activities, enable clients to make a positive change in their drinking behaviour. The service is free of charge and covers Essex. _x000B_The project combines a variety of groups, sessions and activities. These sessions provide a safe supportive space where members can talk honestly about alcohol and share ideas and feelings regarding their drinking goals.

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: 59-79

LESLEY POOLE (Chair) Appointed: 2021, Occupation: Certified Chartered Accountant

COLIN DAVID BIGGINS Appointed: 2007, Occupation: Self Employed Consultant In So

DR SARAH DOWSE Appointed: 2018, Occupation: Retired

CAROL WILKINSON Appointed: 2019, Occupation: Business Consultant

JEAN MALLETT Appointed: 2009, Occupation: Learning Disabilities Commissioning

ROBIN FRANK MATTHEWS Appointed: 2007, Occupation: Architect

PETER CHENG Appointed: 2007, Occupation: Healh Service Manager, Other trusteeship: MID AND NORTH ESSEX MIND,

Legal constitution

Charitable company registered in England & Wales on 25/06/2007, number: 1119817
Registered at Companies House on 05/04/2007, number: 06205036

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries

Filing Record

16 returns made; AR22: 82 days late, AR17: 2 days late, AR16: 2 days late, AR15: 2 days late, AR13: 2 days late, AR12: 2 days late, AR11: 2 days late,

Recent reorganisation events:

Asset transfer in from PHOENIX GROUP HOMES on 29/03/2021

Main office

147 STRAIGHT ROAD
COLCHESTER
CO3 9DE

Objectives

3. THE CHARITY'S OBJECT (THE OBJECTS) ARE TO PROMOTE THE RELIEF OF SICKNESS AND THE PROTECTION OF GOOD HEALTH, OF PERSONS WHO ARE RECEIVING OR HAVE RECEIVED TREATMENT FOR MENTAL HEALTH PROBLEMS OR HAVE LEARNING DISABILITIES, OR THOSE PERSONS WHO ABUSE, OR HAVE ABUSED ALCOHOL BY:-(I) THE PROVISION OF RESIDENTIAL ACCOMMODATION FOR PERSONS WHO ARE IN NEED OF SUCH ACCOMMODATION; AND (II) THE PROVISION OF ADVICE AND COUNSELLING AND OTHER DAY CARE FACILITIES.

Defined Area of Benefit:

NOT DEFINED.

Data Sources