Finance Score: 8

Governance Score: 6

Support Score: 3

Liabilities <10%: +3
Strong growth: +2
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 17

FIRST STEPS ED

First Steps ED is the Midlands eating disorders charity working further afield supporting people of all ages, genders and backgrounds. Becoming a Charitable Incorporated Organisation in 2019, previously a registered charity in 2007, founded in 2004. We are an evidence-based multi-disciplinary family focused trauma informed service providing hope, opportunities and choices to those in recovery.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending since inception
Fundraising costs are unusually low relative to funds raised
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:

Over half the Board have joined recently

Established: 5 years

www.firststepsed.co.uk

info@firststepsed.co.uk

03001021685

Charity Commission for England and Wales

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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		£937	£881	£56	£20	£469	£446	6.1	28	125
31/03/22		£574	£607	£-33	£4	£413	£353	7	18	113
31/03/21		£545	£627	£-82	£14	£446	£142	2.7	14	125
31/03/20	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	125

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Financial Ratios

Fundraising Costs/Relevant Income: 2.4%
Fundraising Costs/Total Spending: 2.3%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 6.1 months
Net Current Assets/Spending: 6 months
Quick Ratio: INF

Asset Split ?

Listed activities

Education/Training
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

28 employees
125 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
BBC Children in Need - Grant to First Steps ED
£97,416	10/08/2021	The project will provide support, therapy and social opportunities for young people living with eating disorders. The project will support them to manage their illness, increase confidence and engage ....more The project will provide support, therapy and social opportunities for young people living with eating disorders. The project will support them to manage their illness, increase confidence and engage and achieve in education/work.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees:

DR HEIKE BARTEL Appointed: 2019

KELLY LINDSEY STEVENS Appointed: 2021

MARTIN RAYSON Appointed: 2022

NEIL CALLOW Appointed: 2023

SUSAN JANE ASSELBERGS MCCREADY Appointed: 2021

ADRIAN SUTHERLAND Appointed: 2023, Occupation: It Consultant, Other trusteeship: Talk ED,

DANIEL MAGSON Appointed: 2023, Occupation: Charity Fundraiser, Other trusteeship: Talk ED,

KAREN LOUISE JACKSON (Chair) Appointed: 2023, Occupation: Finance Director, Other trusteeship: SHEFFIELD YOUNG WOMEN'S CHRISTIAN ASSOCIATION,

Legal constitution

Charity registered in England & Wales on 29/08/2019, number: 1185092

Gift Aid

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
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

4 returns made; AR20: 255 days late,

Recent reorganisation events:

Asset transfer in from FIRST STEPS DERBYSHIRE on 10/02/2021

Main office

First Steps ED
Woburn House
Vernon Gate
Derby
DE1 1UL

Objectives

1. THE RELIEF OF INDIVIDUALS OF ALL AGES (AND THEIR FAMILIES) WHOSE LIVES ARE AFFECTED BY DIAGNOSED AND UNDIAGNOSED EATING DIFFICULTIES AND DISORDERS AND OTHER MENTAL HEALTH ISSUES BY PROVIDING INFORMATION, ADVICE AND SUPPORT.2. THE PRESERVATION AND PROTECTION OF THE PHYSICAL AND MENTAL HEALTH OF FAMILIES AND CARERS OF THOSE SUFFERING FROM EATING DISORDERS AND OTHER MENTAL HEALTH ISSUES BY PROVIDING INFORMATION AND SUPPORT.3. TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT BY PROVIDING TRAINING FOR CARERS, PROFESSIONALS AND THE GENERAL PUBLIC OF PEOPLE SUFFERING FROM EATING DISORDERS, AND OTHER MENTAL HEALTH ISSUES.

Data Sources