Finance Score: 1

Governance Score: 9

Support Score: 0

Multiple Deficits: -2
Fundraising costs low: +3

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

No supporters identified

Overall GiG Score: 10

BROADWAY LODGE LIMITED

The company's objectives and principle activities are the treatment of alcoholism, drug dependency, Gambling, Dual Diagnosis and eating disorders.

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:

On several occasions in recent years income has been less than spending

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		£2,426	£2,386	£40	£1	£2,356	£2,349	11.8	68	4
31/03/22		£1,913	£2,072	£-159	£0	£2,317	£2,317	13.4	59	3
31/03/21		£1,577	£1,880	£-303	£0	£2,476	£2,476	15.8	55	2
31/03/20	*	£2,309	£1,876	£433	£0	£2,779	£2,779	17.8	59	6
31/03/19		£2,171	£2,296	£-125	£0	£2,345	£2,340	12.2	66	7
31/03/18		£2,412	£2,197	£215	£0	£2,470	£2,470	13.5	71	0
31/03/17		£2,393	£2,965	£-572	£1	£2,255	£2,245	9.1	84	0
31/03/16		£3,208	£3,198	£10	£6	£3,057	£3,035	11.4	99	0
31/03/15		£3,344	£3,250	£94	£12	£3,060	£3,056	11.3	107	0
31/03/14		£3,124	£3,088	£35	£16	£2,966	£2,963	11.5	99	0
31/03/13		£2,686	£2,590	£96	£21	£2,930	£2,924	13.5	76	0
31/03/12		£2,459	£2,449	£10	£-15	£2,834	£2,833	13.9	83	0
31/03/11		£2,529	£2,413	£116	£0	£2,824	£2,812	14	83	0
31/03/10		£2,309	£1,998	£310	£7	£2,709	£2,709	16.3	71	0
31/03/09		£1,854	£1,913	£-59	£11	£2,399	£2,399	15	67	0
31/03/08		£1,756	£1,765	£-9	£6	£2,458	£2,458	16.7	61	0
31/03/07		£1,693	£1,671	£21	£10	£2,467	£2,467	17.7	61	0
31/03/06		£1,675	£1,621	£53	£0	£0	£0	n/a	0	0
31/03/05		£1,589	£1,579	£10	£0	£0	£0	n/a	0	0
31/03/04		£1,608	£1,533	£75	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 22%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 11.8 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.8

Asset Split ?

Established: 49 years

www.broadwaylodge.org.uk

enquiries@broadwaylodge.org.uk

01934818016

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Other specialist outpatient services

How it operates

Provides services

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-76

ANN HYDE Appointed: 2024, Occupation: Hospital Director

ANTHONY STEPHEN LYTTELTON (Chair) Appointed: 2021, Occupation: Music Curator And Consultant

CAROLINE REGINA FRANSESCA COLE Appointed: 2020, Occupation: Trustee

CATHERINE SPARKS Appointed: 2019, Occupation: Retired

CHRISTOPHER JELF Appointed: 2016, Occupation: Tbc

COLIN DUNCAN HALL-TOMKIN Appointed: 2021, Occupation: Property Investor And Business Consultant

DR PAUL WILLIAM SEVIOUR Appointed: 2020, Occupation: General Practitioner

REV PETER DAVIS Appointed: 2018, Occupation: Retired Reverend

Legal constitution

Charitable company registered in England & Wales on 07/04/1975, number: 269167
Registered at Companies House on 27/02/1975, number: 01201899

Gift Aid

Registered with HMRC for Gift Aid

Event History

15/07/2015 - Asset transfer in from THE BROADWAY TRUST
06/01/2016 - Asset transfer in from THE MCGARVEY FELLOWSHIP

Other Regulators

Care Quality Commission

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; AR20: 17 days late,

Main office

BROADWAY LODGE
37 TOTTERDOWN LANE
WESTON-SUPER-MARE
BS24 9NN

Objectives

TO PROMOTE THE RELIEF OF SICKNESS IN SUCH WAYS AS THE ASSOCIATION SHALL FROM TIME TO TIME THINK FIT AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF SUCH OBJECTS) TO RELIEVE PERSONS OF EITHER SEX, OF ANY AGE AND WITHOUT REGARD TO RACE, RELIGION OR CREED, WHO ARE SUFFERING FROM CHEMICAL DEPENDENCE ON ALCOHOL OR ANY OTHER DRUG OR FROM ANY ILLNESS, INFIRMITY, DISABILITY OR DISEASE ATTRIBUTABLE TO, RESULTING FROM OR IN ANY WAY CONNECTED WITH SUCH CHEMICAL DEPENDENCE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

BROADWAY LODGE LIMITED

Analysis by Giving is Great

Positives: