Finance Score: 3

Governance Score: 3

Support Score: 4

Poor Liquidity: -1
Good Reserves: +1Fundraising costs low: +3

Good trustee age range: +3

Grant maker support: +4

Overall GiG Score: 10

NUGENT CARE 2019

Nugent is a charity that has operated in the North West of England since 1881. Our mission is to educate, care, protect and inspire those in need through offering education, health and social care services.

Analysis by Giving is Great

Positives:

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 age

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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	£17,245	£17,786	£-541	£301	£12,827	£12,774	8.6	451	60
31/03/22	£15,650	£15,685	£-35	£246	£13,565	£43	0	418	50
31/03/21	£17,424	£19,511	£-2,087	£348	£13,370	£12,475	7.7	507	53

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Financial Ratios

Fundraising Costs/Relevant Income: 1.8%
Fundraising Costs/Total Spending: 1.7%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 11%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 8.6 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.2

Asset Split ?

Established: 4 years

https://www.wearenugent.org/

info@wearenugent.org

01512612000

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Services for young people

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Isle Of Man, Throughout England,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

451 employees
60 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 - Individualised Community Support Sensory Space
£9,914	19/08/2022	The funding will be used to create a sensory room for use by people with learning disabilities and complex needs. The project aims to provide a safe space for group and individual activities which ....more The funding will be used to create a sensory room for use by people with learning disabilities and complex needs. The project aims to provide a safe space for group and individual activities which benefit people's wellbeing.
Department for Education - Secure Stairs - Framework for Integrated Care
£54,600	01/04/2020	The overall objective of the programme is to improve mental health support for children in the secure estate. It aims to support trauma-informed care and a whole-systems approach to creating change ....more The overall objective of the programme is to improve mental health support for children in the secure estate. It aims to support trauma-informed care and a whole-systems approach to creating change for young people. The project sits within NHS England's Children and Young People's Mental Health Transformation Programme. The project will support the implementation of an integrated, multi-disciplinary framework of care for young people across the secure estate.
Department for Education - Voluntary Adoption Agency (VAA) grant
£130,049	01/04/2020	To support frontline charities to continue to deliver existing services to children and families - in particular for VAAs to continue to support prospective adopters in stages 1 and 2 of the adopter ....more To support frontline charities to continue to deliver existing services to children and families - in particular for VAAs to continue to support prospective adopters in stages 1 and 2 of the adopter approval process and to continue the provision of support, both peer group and specialist support, to children and their families. The funding enabled VAAs to remain operational and continue service provision during the pandemic rather than close or furlough frontline staff.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-75

JONATHAN DAVID OLIVER Appointed: 2022, Occupation: Chief Of Staff

REVEREND PAUL ROONEY Appointed: 2020, Occupation: Head Of University Department

ALAN MARTIN DEAN Appointed: 2020, Occupation: Non-Executive Director

JOHN-PAUL DENNIS (Chair) Appointed: 2020, Occupation: Solicitor

JONATHAN DAVID BERRY Appointed: 2020, Occupation: Pharmacist

SARAH PADMORE Appointed: 2020, Occupation: Managing Director

SUSAN WORDEN Appointed: 2020, Occupation: Finance Director

WILLIAM ERIC STEAD Appointed: 2020, Occupation: Head Of Operations

MICHAEL STEPHEN FITZSIMONS Appointed: 2020, Occupation: Priest, Other trusteeships: ST MARY'S COLLEGE CROSBY TRUST LIMITED, ARCHDIOCESE OF LIVERPOOL,

Legal constitution

Charitable company registered in England & Wales on 20/12/2019, number: 1187072
Registered at Companies House on 25/09/2019, number: 12227571

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

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

3 returns made; all on time

Main office

Nugent
99 Edge Lane
Edge Hill
LIVERPOOL
L7 2PE

Objectives

1) TO PROVIDE FOR THE RELIEF AND CARE OF YOUNG CHILDREN THROUGH THE ESTABLISHMENT AND PROVISION OF AN ADOPTION AGENCY OR SERVICE AND FOSTERING FACILITIES. 2) MAINTENANCE AND PROVISION OF RESIDENTIAL ACCOMMODATION AND/OR SUPPORTIVE COMMUNITY SERVICES FOR FAMILIES, PARENTS NEEDING SUPPORT AND CHILDREN IN NEED. 3) THE ADVANCEMENT OF EDUCATION AND RELIGION AMONG CHILDREN WITH SPECIAL NEEDS BY ESTABLISHING AND SUPPORTING SPECIALIST SCHOOLS, CHILDREN'S HOMES OR COMMUNITY BASED PROVISION FOR ADVANCING THE CARE, EDUCATION AND TRAINING OF SUCH CHILDREN AND IN ACCORDANCE WITH THE ROMAN CATHOLIC FOUNDATION OF THE CHARITY.4) THE SUPPORT OF PEOPLE WITH PHYSICAL AND/OR LEARNING DISABILITIES GENERALLY BY THE ESTABLISHMENT AND MAINTENANCE OF RESIDENTIAL ACCOMMODATION, DAY PROVISION OR COMMUNITY BASED PROVISION OR LISTENING AND ADVOCACY SERVICES IN ORDER THAT THEIR QUALITY OF LIFE MAY BE IMPROVED.5) THE PROVISION AND MAINTENANCE FOR OLDER PEOPLE IN NEED OF RESIDENTIAL ACCOMMODATION, DAY PROVISION OR OTHER COMMUNITY SERVICES SPECIALLY DESIGNED OR ADAPTED TO MEET THEIR INDIVIDUAL NEEDS.6) THE SUPPORT OF SUCH OTHER CHARITABLE PURPOSES FOR THE FURTHERANCE OF EDUCATION OR THE RELIEF OF POVERTY OR SUFFERING OF THOSE IN NEED AS THE TRUSTEE FROM TIME TO TIME THINKS FIT.

Data Sources