Finance Score: 2

Governance Score: 9

Support Score: 2

Strong growth: +2

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

Grant maker support: +2

Overall GiG Score: 13

PSHE ASSOCIATION

The object of the charity is to advance the education of the public in the subject of personal, social, health and economic well-being. This promotes the health and wellbeing of individuals and communities. To support teachers and other professionals in providing high quality personal, social, health, economic (PSHE) education. To inform national policy for PSHE education.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
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 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		£1,554	£1,511	£43	£0	£1,103	£1,103	8.8	22
31/03/22		£1,371	£1,227	£144	£0	£1,060	£1,060	10.4	19
31/03/21		£1,286	£1,060	£226	£0	£914	£914	10.3	17
31/03/20		£1,357	£1,097	£259	£0	£688	£688	7.5	16
31/03/19		£937	£718	£219	£0	£428	£428	7.2	12
31/03/18		£807	£677	£130	£0	£210	£210	3.7	12
31/03/17		£527	£677	£-150	£0	£80	£80	1.4	12
31/03/16	*	£675	£670	£5	£3	£231	£231	4.1	11
31/03/15		£546	£546	£1	£35	£226	£226	5	9
31/03/14		£348	£363	£-15	£0	£0	£0	n/a	0
31/03/13		£269	£350	£-81	£0	£0	£0	n/a	0
31/03/12		£276	£328	£-52	£0	£0	£0	n/a	0
31/03/11		£415	£306	£109	£0	£0	£0	n/a	0
31/03/10		£861	£574	£286	£42	£286	£286	6	3

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 34%
Liabilities/Income: 36%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 8.8 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.1

Asset Split ?

Established: 15 years

www.pshe-association.org.uk

info@pshe-association.org.uk

020 4538 1509

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Other education services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People

Who works here?

22 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.

Specific Donations

Amount	When Months	To be used for
Department for Business, Energy and Industrial Strategy - University of York (The) and PSHE Association KTP 21_22 R5
£7,570	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10030236

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 31-64

JANE TILLIN Appointed: 2022, Occupation: Lecturer In Primary Education

KLARA REDDY Appointed: 2022, Occupation: Senior Lead Practitioner

MICHAEL BELKIN Appointed: 2023, Occupation: Managing Director

ORITSEWEYINMI GUATE Appointed: 2023, Occupation: Chair - Dei Outreach Committee, Other trusteeship: CARERS' HUB,

SOFIE WHEELDON Appointed: 2022, Occupation: Child Health Programme Manager

MARILYN ANTOINETTE HOLNESS Appointed: 2018, Occupation: Director Of Student Engagement

PETER DAVID WILLIAMS Appointed: 2016, Occupation: Tbc

TIMOTHY CHARLES FEDDEN THOMAS (Chair) Appointed: 2016, Occupation: Tba

VANESSA PEARCE Appointed: 2022, Occupation: Headteacher, Other trusteeship: FULL HOUSE THEATRE,

Legal constitution

Charitable company registered in England & Wales on 04/12/2008, number: 1127056
Registered at Companies House on 01/04/2008, number: 06551975

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
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures

Filing Record

14 returns made; AR16: 1 days late,

Main office

Coram Campus
41 Brunswick Square
London
WC1N 1AZ

Objectives

THE OBJECT FOR WHICH THE COMPANY IS FORMED SHALL BE TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF PERSONAL, SOCIAL, HEALTH AND ECONOMIC WELL-BEING.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL

Data Sources