Finance Score: -2

Governance Score: -3

Support Score: 1

Excess liquidity: -1
Volatile income
spending growth: -1

Only 4 Trustees: -1
Narrow trustee age band: -2

Grant maker support: +1

Overall GiG Score: -4

SANDWELL VALLEY SCHOOL

The Charity's is restricted specifically, and only for the public benefit, to promote and advance the education of people under the age of 25 years in Sandwell and surrounding areas

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There have been no material income shortfalls in recent years

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 benefits from the charity
There are only 4 trustees
The Board has little diversity in terms of age

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
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile recently but spending has been maintained

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/22		£1,172	£1,119	£53	£0	£1,765	£1,765	18.9	28
31/08/21	*	£1,054	£1,073	£-20	£0	£1,712	£1,712	19.1	26
31/08/20?		£2,425	£1,361	£1,064	£0	£1,732	£1,732	15.3	23
31/03/19		£1,731	£1,017	£715	£0	£668	£668	7.9	12
31/03/18		£923	£901	£22	£0	£-47	£-47	-0.6	17

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 15%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 18.9 months
Net Current Assets/Spending: 18 months
Quick Ratio: 3.8

Asset Split ?

Established: 7 years

https://www.sandwellvalleyschool.com/

mhall@svs.sandwell.sch.uk

01216797522

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

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

Where it operates

Birmingham City, Sandwell, Walsall,

Who it helps

Children/Young People

Who works here?

28 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
Co-Operative Group - Grant to Men in Sheds Worksop
£3,205	23/10/2021	We would like to purchase 2 filter extraction machines to enable more members of our local community suffering from respiratory problems or illnesses to not feel excluded from our group and services.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 60-69

ANDREW STEPHEN COLEY Appointed: 2023, Occupation: Ceo

DAVID ALAN LOUGHRAN Appointed: 2023, Occupation: Retired

MAMINDA HALL Appointed: 2016, Occupation: Head Teacher

GEOFFREY WALKER (Chair) Appointed: 2016, Occupation: Chief Executive, Other trusteeships: THE WARWICKSHIRE MASONIC CHARITABLE ASSOCIATION LIMITED, WARWICKSHIRE MASONIC BENEVOLENT FUND, THE SANDWELL COMMUNITY CARING TRUST, WARWICKSHIRE FREEMASONS' CHARITABLE FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 27/03/2017, number: 1172272
Registered at Companies House on 20/07/2016, number: 10288316

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

5 returns made; AR21: 19 days late,

Main office

Sandwell Valley School
150 Birmingham Road
WEST BROMWICH
B70 6QT

Objectives

2.1 THE CHARITY'S OBJECTS ARE RESTRICTED SPECIFICALLY, AND ONLY FOR THE PUBLIC BENEFIT, TO PROMOTE AND ADVANCE THE EDUCATION OF PEOPLE UNDER THE AGE OF 25 YEARS IN SANDWELL AND SURROUNDING AREAS IN SUCH WAYS AS THE DIRECTORS THINK FIT, INCLUDING BY:(A) THE PROVISION AND CONDUCT OF A DAY SCHOOL AT THE PREMISES KNOWN AS SANDWELL VALLEY SCHOOL OR ELSEWHERE (THE SCHOOL)(B) FOR SUCH TIME AS THE SCHOOL ACCEPTS PEOPLE UNDER THE AGE OF 25 ON A FEE-PAYING BASIS, THE PROVISION OF SCHOLARSHIPS, BURSARIES OR ASSISTANCE WITH FEES AWARDED ON THE BASIS OF FINANCIAL NEED;(C) FOR SUCH TIME AS THE SCHOOL ACCEPTS PEOPLE UNDER THE AGE OF 25 ON A FEE-PAYING BASIS, THE PROVISION OF SCHOLARSHIPS, BURSARIES OR ASSISTANCE WITH FEES AWARDED ON THE BASIS OF MERIT.

Data Sources