Finance Score: -1

Governance Score: 9

Support Score: 0

Poor Liquidity: -1

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

No supporters identified

Overall GiG Score: 8

DIMENSIONS SOMERSET SEV LIMITED

Set up initially to take over delivering services for people with learning disabilities, challenging behaviour and complex needs across Somerset, the organisation offers person-centred services to support people to live the life they choose, at home or in residential care. Part of the Dimensions UK Group, we aim to be an exemplar at providing living support to our customers.

Analysis by Giving is Great

Positives:

There have been no 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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£32,456	£31,412	£1,044	£0	£6,165	£6,165	2.4	794	3
31/03/22	£32,435	£31,599	£836	£0	£5,121	£5,121	1.9	947	6
31/03/21	£33,595	£32,855	£740	£0	£4,285	£3,127	1.1	1,009	0
31/03/20	£36,442	£35,809	£633	£0	£3,545	£3,545	1.2	966	42
31/03/19	£39,896	£38,242	£1,654	£0	£2,912	£2,912	0.9	1,044	42
31/03/18	£36,934	£35,674	£1,260	£0	£1,258	£1,258	0.4	1,185	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 51%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 2.4 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0

Asset Split ?

Balance Sheet History

Established: 7 years

www.discovery-uk.org

07903561095

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity

GiG Classification

Services for people with disabilities

How it operates

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

Where it operates

Bristol City, Cornwall, Devon, Dorset, North Somerset, Plymouth City, Portsmouth City, Somerset, Torbay, Wiltshire,

Who it helps

People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-67

ANGELA MCNAB Appointed: 2020, Occupation: Chief Executive

CHRISTINE CARSON Appointed: 2020, Occupation: Programme Director

MICHELLE CAINE Appointed: 2023, Occupation: Director Of Customer Support

NICK HECKSCHER Appointed: 2023, Occupation: Chief Experience Officer

RACHEL CORRIE FERRIS Appointed: 2022, Occupation: Non-Executive

RICHARD CROMPTON (Chair) Appointed: 2022, Occupation: Non-Executive Director

Legal constitution

Charitable company registered in England & Wales on 12/04/2017, number: 1172574
Registered at Companies House on 29/06/2016, number: 10257343

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

6 returns made; all on time

Main office

GROUND FLOOR
BUILDING 1230
ARLINGTON BUSINESS PARK
THEALE
READING

Objectives

TO RELIEVE THE NEEDS OF PEOPLE WITH LEARNING DISABILITIES OR AUTISM, AND THOSE WITH CHALLENGING BEHAVIOURS AND COMPLEX NEEDS BY PROVIDING AND MANAGING HOUSING, INCLUDING SOCIAL HOUSING, AND PROVIDING ASSISTANCE TO HELP HOUSE THOSE PEOPLE AND ASSOCIATED FACILITIES IN PARTICULAR BY PROVIDING SUPPORT AND SERVICES TO MEET THEIR NEEDS.