Finance Score: 0

Governance Score: 6

Support Score: 4

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

Grant maker support: +4

Overall GiG Score: 10

HEALTH EXCHANGE

The aim of the organisation is the design and development of health and wellbeing services in a way that will enable individuals and communities to have the capacity and confidence to to achieve better health and wellbeing.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
The Board appears to be well diversified in terms of age and dynamic in terms of composition

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		£1,264	£1,348	£-84	£0	£962	£962	8.6	48	5
31/03/22		£1,259	£1,325	£-67	£0	£1,046	£1,046	9.5	48	5
31/03/21	*	£1,467	£1,413	£54	£0	£1,113	£1,155	9.8	45	5

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 13%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 8.6 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.3

Asset Split ?

Established: 4 years
(16 years as a company)

www.healthexchange.org.uk

info@healthexchange.org.uk

01216630007

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

General outpatient health-care services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

48 employees
5 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
Sport England - Covid-19 Together Fund
£250,000	27/06/2022	The focus of this programme of work is to help reduce the negative impact of COVID-19 and the widening of the inequalities in sport and physical activity. Target audiences are: Lower Socio-Economic ....more The focus of this programme of work is to help reduce the negative impact of COVID-19 and the widening of the inequalities in sport and physical activity. Target audiences are: Lower Socio-Economic Groups, Culturally Diverse Communities, Disabled People and People with Long-Term Health Conditions (LTHC).
Department of Health - Health Exchange
£60,000	28/04/2020	Competitive Grants Scheme on Social PrescribingNeed review after Q2 for COVID19 impactBAU Yr 3 of 3 - £ 925,000Chnaged to Section 70 for 20/21 was previously Section 64
National Lottery Community Fund - Wellbeing Asset Building
£450,749	21/07/2016 48	This group will use the funding to provide well-being support locally to help residents improve their mental and physical wellbeing through personal and community friendly lifestyle activities. The ....more This group will use the funding to provide well-being support locally to help residents improve their mental and physical wellbeing through personal and community friendly lifestyle activities. The project will be delivered by Health Exchange CIC in partnership with Birmingham Mental Health Consortium and Edgbaston Wellbeing Hub. Activities will include well-being workshops and motivational groups.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 41-82

ALEX SPYROU Appointed: 2023, Occupation: Marketing

AMY CHARLOTTE SOAR Appointed: 2023

DR ANDREW KEMP Appointed: 2023, Occupation: Engineer

DR ANDREW PAPADOPOULOS Appointed: 2023, Occupation: Psychologist

DAVID MELBOURNE Appointed: 2008, Occupation: Accountant

DR JACKY CHAMBERS Appointed: 2008, Occupation: Doctor

DR RUSSELL MUIRHEAD Appointed: 2019, Occupation: Doctor

SIR DAVID ROSS WINKLEY Appointed: 2008, Occupation: Academic, Other trusteeship: ALFRED LEADBEATER TRUST,

Legal constitution

Charitable company registered in England & Wales on 31/03/2020, number: 1188838
Registered at Companies House on 05/12/2007, number: 06445689

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Paying staff
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

Filing Record

3 returns made; AR21: 36 days late,

Main office

HEALTH EXCHANGE
AVOCA COURT
27 MOSELEY ROAD
BIRMINGHAM
B12 0HJ

Objectives

1.1 THE OBJECTS OF THE CHARITY ARE TO PURSUE ANY EXCLUSIVELY CHARITABLE PURPOSE, AS THE TRUSTEES SEE FIT FROM TIME TO TIME FOR THE BENEFIT OF THE PUBLIC, IN PARTICULAR:1.1.1 THE ADVANCEMENT OF HEALTH, INCLUDING PUBLIC HEALTH AND WELL-BEING;1.1.2 TO PROMOTE SOCIAL INCLUSION AMONGST MARGINALISED AND MINORITY GROUPS WHO ARE EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, DUE TO THEIR SOCIAL AND ECONOMIC PROVIDING EDUCATION, TRAINING, INFORMATION AND OPPORTUNITIES FOR SOCIAL INTERACTION;1.1.3 THE PROMOTION OF URBAN REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (IN PARTICULAR, BUT NOT EXCLUSIVELY IN, THE WEST MIDLANDS) BY ALL OR ANY OF THE FOLLOWING MEANS:(A) THE RELIEF OF POVERTY;(B) THE RELIEF OF UNEMPLOYMENT;(C) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE; AND (D) THE PROVISION OF PUBLIC HEALTH FACILITIES. 1.1.4 THE ADVANCEMENT OF EDUCATION, INCLUDING THE PROVISION OF TRAINING, PARTICULARLY IN RELATION TO MATTERS OF HEALTH;1.1.5 TO DEVELOP THE CAPACITY AND SKILLS OF MEMBERS OF THE PUBLIC IN SUCH A WAY AND THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY.

Data Sources