Finance Score: 2
Governance Score: 9
Support Score: 9
  • Poor Liquidity: -1
  • Good Reserves: +1Pension deficit: -1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +9
Overall GiG Score: 20 ?

TRANSFORM HOUSING & SUPPORT

Transform Housing & Support provides housing, support and care for homeless, vulnerable and excluded people, empowering them to reach their goals and live independent and fulfilling lives. We help more than 2,000 people each year in Surrey and Crawley, the London Borough of Sutton, and Wokingham in Berkshire.
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 and gender and dynamic in terms of composition

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
  • There is a pension deficit of £195,000

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£11,288£10,833£455£104£27,774£27,1153013158
31/03/22£10,575£10,727£-152£78£27,228£26,93430.113783
31/03/21£12,367£11,693£674£77£26,944£26,70727.419567
31/03/20£11,458£11,094£364£153£22,626£22,45024.3208103
31/03/19£9,926£9,671£255£151£22,045£21,89927.216198
31/03/18£9,275£8,811£464£141£20,369£20,24027.61430
31/03/17£7,486£7,172£314£96£19,611£19,49932.61070
31/03/16£6,587£6,038£549£0£15,271£15,16830.1890
31/03/15£6,145£5,701£444£35£13,183£13,06727.5890
31/03/14£6,448£5,787£661£33£12,578£12,46825.9980
31/03/13£6,685£6,295£390£30£11,917£11,79922.51060
31/03/12£6,424£5,960£464£42£11,200£11,08322.31000
31/03/11£6,505£6,167£338£39£10,736£10,55820.5990
31/03/10*£6,514£6,238£276£37£5,006£4,8439.31050
31/03/09£6,296£5,885£411£38£4,745£4,5729.31010
31/03/08£6,088£5,490£599£42£4,365£4,1769.11000
31/03/07£5,722£5,215£507£0£3,766£3,6138.3920
31/03/06*£5,420£5,075£344n/an/an/an/an/an/a
31/03/05*£5,466£4,908£558n/an/an/an/an/an/a
31/03/04*£4,811£4,280£531n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.9%
Fundraising Costs/Total Spending: 1%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 52%
Liabilities/Income: 272%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 30 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.4
Asset Split ?
Balance Sheet History
Established: 52 years

www.transformhousing.org.uk

info@transformhousing.org.uk

01372387100

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Other Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Shelter for homeless, vulnerable & excluded people
How it operates
  • Makes grants to individuals
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Surrey, Sutton, West Sussex, Wokingham,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Defined Groups
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Ministry for Housing, Communities and Local Government£362,100
Community Foundation for Surrey£57,700
Wolfson Foundation£50,000
National Lottery Community Fund£9,800
Specific Donations
Amount When
Months
To be used for
Wolfson Foundation - Grant to Transform Housing and Support
£50,000 07/12/2022
New supported accommodation for young care leavers and single mothers with mental health needs in Redhill, Surrey
Community Foundation for Surrey - Enhancing Lives - Young People
£2,500 15/07/2022
Funding to support young people who are homeless or at risk of homelessness to fund small individual needs to improve their futures
Ministry for Housing, Communities and Local Government - Move on Fund
£4,576 30/03/2022
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£80,000 29/03/2022
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£572 22/03/2022
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£1,144 21/12/2021
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£660 28/09/2021
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£3,241 23/09/2021
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£15,000 29/06/2021
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£21,000 28/06/2021
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£24,000 23/06/2021
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£15,000 22/06/2021
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£10,000 15/06/2021
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£14,000 14/06/2021
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£45,000 17/05/2021
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£16,000 15/04/2021
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Community Foundation for Surrey - Transforming Employee Wellbeing
£25,000 23/03/2021
Funding toward a staff salary that ensures the wellbeing of their current employees, for an organisation that offers housing to homeless and vulnerable people across Surrey.
Community Foundation for Surrey - COVID19 - Homelessness
£15,200 23/11/2020
Funding for PPE costs and Digital Inclusion technology for disadvantaged people
National Lottery Community Fund - Digital inclusion for disadvantaged people
£9,800 13/11/2020
6
The funding will be used to provide tablets for people living with hostels or shared housing. The project aims to enable access to online services including employment benefit support training shopping and social contact.
Sussex Community Foundation - Grant to Transform Housing & Support
£4,940 15/06/2020
Transform provides homes for some of the most socially excluded groups in our communities. 50%+ of the people in supported housing experience mental health problems; many have a history of offending or drug and alcohol dependency, while others are ....more
Community Foundation for Surrey - COVID19 - Homelessness
£10,000 29/05/2020
Further funding for PPE for staff and volunteers at a homelessness charity during the COVID19 pandemic
Community Foundation for Surrey - Covid 19 Response - Homelessness
£5,000 08/04/2020
Funding toward the purchase of equipment that will protect their staff and clients, for an organisation that provides housing and support to the homeless, during the COVID-19 pandemic.
Ministry for Housing, Communities and Local Government - MOVE ON FUND
£111,907 01/04/2020
Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Community Foundation for Surrey - ID Fund
£4,138 04/04/2019
11
Establishment of a fund to pay for the costs of ID for vulnerable people in supported housing.
The Clothworkers Foundation - Grant to Transform Housing & Support/ Surrey Community Development Trust
£10,000 23/10/2017
Building refurbishment for a charity which works with homeless people in Leatherhead
Community Foundation for Surrey - Winter Shelter 2017
£8,600 15/12/2016
2
Winter shelter for homeless people.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

Age Range of Trustees: 38-69
  • ALEC SANDERSON Appointed: 2022, Occupation: Consultant
  • JULIE ANNE BRADLEY Appointed: 2019, Occupation: Retired Lawyer
  • KAREN LOUISE GREGORY Appointed: 2024, Occupation: Training Officer
  • KATIE WADEY Appointed: 2019, Occupation: Customer Director
  • MICHAEL WILLIAM RYAN Appointed: 2020, Occupation: Repairs Manager
  • NATALIA KOLOTNEVA Appointed: 2021, Occupation: Director, Asset Management
  • OLIVER MARK SMEDLEY FCMA ACC (Chair) Appointed: 2019
  • PAUL REES Appointed: 2019, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 02/10/1972, number: 264133
  • Registered at Companies House on 13/06/1972, number: 01057984
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Homes England
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
20 returns made; AR10: 1 days late, AR06: 2 days late, AR05: 1 days late, AR04: 1 days late,
Main office

1ST FLOOR
BRADMERE HOUSE
BROOK WAY
LEATHERHEAD
SURREY

Objectives

J3 (1) The Company's objects are: (a) to provide, maintain and improve houses and hostels, including social housing, providing residential accommodation for people in need upon terms appropriate to their need; (b) to provide or assist in the provision of education or training for people of all ages with the object of developing their physical or mental capacities so they may develop full maturity as responsible individuals; (c) to support people of all ages with the object of developing their physical or economic circumstances with the object of improving their conditions of life; (d) to care for and support people of all ages who are suffering emotional, psychological or physical infirmity so as to improve their mental and physical health, with the object of improving their conditions of life; (e) to provide or assist in the provision of facilities for recreation or other leisure time occupation for people of all ages, in the interests of social welfare, with the object of improving their conditions of life; and (f) any other object that can be carried out from time to time by a charitable company registered as a provider of social housing with the Regulator. (2) The Company shall not trade for profit.

Defined Area of Benefit:

NOT DEFINED BUT PREFERABLY THE COUNTY OF SURREY

Data Sources

Charity Commission for England and Wales
360 Giving

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