Finance Score: 4
Governance Score: 6
Support Score: 1
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Strong growth: +2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +1
Overall GiG Score: 11 ?

MENTAL HEALTH MATTERS WALES LIMITED 

MHM Wales currently delivers the following services;Talking Connections (Counselling service), Independent Mental Capacity Advocate (IMCA), Paid Relevant Person's Representative Service (PRPR), Independent Professional Advocacy Service (IPA), Friends of Coity, Wellbeing Drop-in Hubs, Self Harm and Eating Disorder peer support groups, Information, Training, DBS Services and Volunteering
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

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

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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£1,968£1,472£496£0£2,126£2,12617.35217
31/03/22£1,408£1,204£204£0£1,589£1,58915.84818
31/03/21£1,269£965£305£0£1,384£1,38417.23813
31/03/20£831£790£41£0£1,080£1,06116.12915
31/03/19£751£730£21£0£1,038£1,02716.92718
31/03/18£789£700£89£0£1,017£99417260
31/03/17£748£611£137£0£928£88417.4220
31/03/16£588£620£-31£0£791£77215230
31/03/15£862£855£7£9£823£81111.4320
31/03/14£992£932£61£17£816£180.2350
31/03/13*£973£825£148£7£758£1862.7380
31/03/12£813£680£133£15£611£1322.3360
31/03/11£705£680£25£41£477£1132290
31/03/10£802£624£179£7£452£1613.1260
31/03/09£771£497£273£6£273£822220

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 17.3 months
Net Current Assets/Spending: 14 months
Quick Ratio: 19.4
Asset Split ?
Established: 16 years

www.mhmwales.org.uk

admin@mhmwales.org

01656 651450

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Emotional support, counselling or therapy
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Throughout Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind

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 - COVID-19 - Peer Support Groups
£8,751 07/07/2020
9
Mental Health Matters Wales in Bridgend has received £8751 to run online peer-support groups and one-to-one sessions for people who are vulnerable and at risk of deteriorating mental ill-health ....more
Lloyds Bank Foundation - Grant to Mental Health Matters Wales
£49,468 20/07/2016
24
To fund a part-time Advocacy Worker supporting those individuals moving on from or receiving a reduction in Community Mental Health Support, including their families and carers based in and around ....more
Lloyds Bank Foundation - Grant to Mental Health Matters Wales
£12,000 17/08/2012
the salaries of the Advocacy Worker and Advocacy Manager
National Lottery Community Fund - 'Moving On' - A Befriending & Mentoring Scheme
£381,032 29/03/2011
60
The project will support people aged 50+ who are socially isolated due to mental health issues or learning disabilities, prioritising those who do not have family and friends in Bridgend County ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed

Age Range of Trustees: 37-74
  • ELAINE TANNER Appointed: 2022, Occupation: Directorate Manager; Covid-19 Testing. Cwm Taf
Legal constitution
  • Charitable company registered in England & Wales on 23/04/2008, number: 1123842
  • Registered at Companies House on 09/01/2008, number: 06468412
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management 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
15 returns made; AR13: 13 days late,
Main office

Union Offices
Quarella Road
Bridgend
Mid Glamorgan
Wales
CF31 1JW

Objectives

TO PROMOTE THE MENTAL AND EMOTIONAL HEALTH AND WELL-BEING OF THE PUBLIC THROUGH THE PROVISION OF INFORMATION, ADVOCACY, TRAINING AND SUPPORT.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE WALES

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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