Finance Score: -2

Governance Score: 4

Support Score: 1

Multiple Deficits: -2

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 3

HEALTHWATCH NORFOLK

Healthwatch Norfolk is the consumer voice for health and social care users in Norfolk. Our vision is the provision of health and social care in Norfolk will be improved with the work undertaken by Healthwatch Norfolk and that the voice of the patient and users will be better represented and taken into account by commissioners and providers.

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 gender 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
One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending

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	£630	£713	£-84	£0	£326	£326	5.5	16	6
31/03/22	£554	£548	£6	£0	£410	£410	9	14	16
31/03/21	£465	£461	£5	n/a	n/a	n/a	n/a	n/a	20
31/03/20	£471	£455	£16	n/a	n/a	n/a	n/a	n/a	21
31/03/19	£391	£456	£-65	n/a	n/a	n/a	n/a	n/a	22
31/03/18	£541	£510	£31	£0	£462	£462	10.9	10	0
31/03/17	£627	£558	£69	£0	£431	£431	9.3	10	0
31/03/16	£589	£601	£-12	£0	£362	£362	7.2	10	0
31/03/15	£673	£563	£109	£15	£374	£374	8	10	0
31/03/14	£694	£430	£264	£12	£264	£264	7.4	6	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 13%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 6.1

Asset Split ?

Established: 11 years

www.healthwatchnorfolk.co.uk

JUDITH.SHARPE@HEALTHWATCHNORFOLK.CO.UK

01953 856029

Charity Commission for England and Wales

Tweets

Listed activities

Other Charitable Purposes

GiG Classification

General outpatient health-care services

How it operates

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

Where it operates

Norfolk,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

16 employees
6 volunteers

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 - Improving Sexual Abuse Services
£7,212	05/09/2019 12	Improving Sexual Abuse Services

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-75

BRIDGET PENHALE Appointed: 2022, Occupation: Retired

CHRISTINE MACDONALD Appointed: 2022, Occupation: Retired

CHRISTOPHER HUMPHRIS Appointed: 2022, Occupation: Retired

DR ANDREW PAUL HAYWARD Appointed: 2020, Occupation: Retired

LINDA BAINTON Appointed: 2022, Occupation: Retired

MARY LEDGARD Appointed: 2022, Occupation: Retired

DAVID MICHAEL TREVANION Appointed: 2016, Occupation: Retired

ELAINE TERESA BAILEY Appointed: 2019, Occupation: Consultant

PATRICK GEOFFREY PEAL Appointed: 2021, Occupation: Consultant, Other trusteeship: LONDON CHILDREN'S CAMP,

WILLIAM ALEXANDER CRUICKSHANK Appointed: 2019, Occupation: Healthcare Chief Executive

VIVIENNE HELEN CLIFFORD-JACKSON Appointed: 2022, Occupation: District Councillor, Other trusteeship: VOLUNTARY NORFOLK,

Legal constitution

Charitable company registered in England & Wales on 22/08/2013, number: 1153506
Registered at Companies House on 18/01/2013, number: 08366440

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
Investment
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

10 returns made; all on time

Main office

6 The Old Dairy
Elm Farm
Norwich Common
WYMONDHAM
NR18 0SW

Objectives

THE ADVANCEMENT OF HEALTH AND THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY OR FINANCIAL HARDSHIP FOR THE BENEFIT OF THE ENTIRE POPULATION OF THE COUNTY OF NORFOLK BY:(A) PROVIDING INFORMATION AND ADVICE TO THE GENERAL PUBLIC ABOUT LOCAL HEALTH AND SOCIAL CARE SERVICES;(B) MAKING THE VIEWS AND EXPERIENCES OF MEMBERS OF THE GENERAL PUBLIC KNOWN TO HEALTH AND SOCIAL CARE PROVIDERS;(C) ENABLING LOCAL PEOPLE TO HAVE A VOICE IN THE DEVELOPMENT, DELIVERY AND EQUALITY OF ACCESS TO LOCAL HEALTH AND SOCIAL CARE SERVICES AND FACILITIES;(D) THE PROMOTION OF HIGH STANDARDS BY HEALTH AND SOCIAL CARE PROVIDERS; AND(E) PROVIDING TRAINING AND THE DEVELOPMENT OF SKILLS FOR VOLUNTEERS AND THE WIDER COMMUNITY IN UNDERSTANDING, SCRUTINIZING, REVIEWING AND MONITORING LOCAL HEALTH AND CARE SERVICES AND FACILITIES.

Defined Area of Benefit:

NORFOLK

Data Sources