Finance Score: 3

Governance Score: -1

Support Score: 1

Liabilities <10%: +3
Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs low: +3

No volunteer policy: -2
Narrow trustee age band: -2
Dynamic board: +3

Grant maker support: +1

Overall GiG Score: 3

ROYAL COLLEGE OF OCCUPATIONAL THERAPISTS

The college sets the professional and educational standards for occupational therapy. It provides leadership, guidance and information relating to research and development, education, practice and lifelong learning.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
On several occasions in recent years income has been less than spending

Established: 46 years

www.rcot.co.uk

steve.ford@rcot.co.uk

02031414600

Charity Commission for England and Wales

Tweets

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
30/09/22	£8,496	£9,156	£-660	£0	£14,406	£14,112	18.5	86	344
30/09/21	£8,390	£8,705	£-315	£0	£14,524	£14,466	19.9	85	350
30/09/20	£8,326	£7,767	£559	£0	£14,141	£14,111	21.8	78	350
30/09/19	£8,571	£8,056	£515	£0	£15,101	£15,071	22.4	76	350
30/09/18	£8,327	£10,910	£-2,583	£0	£14,997	£14,962	16.5	69	350
30/09/17	£8,058	£7,168	£890	£0	£17,468	£17,408	29.1	67	0
30/09/16	£8,286	£6,822	£1,464	£0	£15,995	£15,945	28	65	0
30/09/15	£7,861	£6,568	£1,293	£242	£14,426	£14,381	26.3	67	0
30/09/14	£7,653	£6,599	£1,055	£548	£13,355	£13,308	24.2	71	0
30/09/13	£7,311	£6,249	£1,062	£505	£13,655	£13,602	26.1	71	0
30/09/12	£6,655	£6,035	£619	£528	£11,372	£11,306	22.5	74	0
30/09/11	£6,092	£6,433	£-341	£535	£11,439	£11,343	21.2	80	0
30/09/10	£6,743	£7,831	£-1,089	£543	£11,941	£11,833	18.1	76	0
30/09/09	£7,114	£6,684	£431	£526	£13,721	£13,672	24.5	78	0
30/09/08	£7,173	£6,234	£940	£502	£14,273	£14,224	27.4	74	0
30/09/07	£6,126	£6,159	£-33	£481	£14,055	£14,006	27.3	67	0
30/09/06	£5,921	£5,777	£144	£0	£0	£0	n/a	0	0
30/09/05	£7,013	£5,450	£1,563	£0	£0	£0	n/a	0	0
30/09/04	£7,080	£5,265	£1,816	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 39%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 8%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 18.5 months
Net Current Assets/Spending: 11 months
Quick Ratio: 3.9

Asset Split ?

Listed activities

Other Charitable Purposes

How it operates

Provides advocacy/advice/information

Where it operates

Guernsey, Isle Of Man, Jersey, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

86 employees
344 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
Department for Work and Pensions - Work Health Joint Unit External Challenge Fund (2019)
£114,518	01/04/2019	OTVoc will use a stepped care model delivered via various online platforms. Each patient will receive a personalised Allied Health Professions Advisory Fitness for Work Report that they can share ....more OTVoc will use a stepped care model delivered via various online platforms. Each patient will receive a personalised Allied Health Professions Advisory Fitness for Work Report that they can share with their GP and/or employer. A gap exists in our understanding of how to address the most common causes of sickness absence (mental health and/or MSK conditions) with one service to address needs. Currently, 93% of GP Fit notes, designed to give general rather than job specific advice, state that patients are unable to work and a third are issued for five weeks or longer. The OTVoc initiative will test whether these figures could be improved with earlier, individualised return to work advice from occupational therapists in primary care at times to suit those in employment, for example, evenings.
Department for Work and Pensions - Work Health Joint Unit External Challenge Fund (2018)
£53,609	01/10/2018	OTVoc will use a stepped care model delivered via various online platforms. Each patient will receive a personalised Allied Health Professions Advisory Fitness for Work Report that they can share ....more OTVoc will use a stepped care model delivered via various online platforms. Each patient will receive a personalised Allied Health Professions Advisory Fitness for Work Report that they can share with their GP and/or employer. A gap exists in our understanding of how to address the most common causes of sickness absence (mental health and/or MSK conditions) with one service to address needs. Currently, 93% of GP Fit notes, designed to give general rather than job specific advice, state that patients are unable to work and a third are issued for five weeks or longer. The OTVoc initiative will test whether these figures could be improved with earlier, individualised return to work advice from occupational therapists in primary care at times to suit those in employment, for example, evenings.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 42-59

ANDREA LOTHIAN Appointed: 2023

CATHRYN ELIZABETH HOLDING Appointed: 2020, Occupation: Occupational Therapist

DR ANITA ATWAL Appointed: 2023, Occupation: University Academic

DR KEE HEAN LIM Appointed: 2020, Occupation: Occupational Therapist

KALIMAH IBRAHIIM Appointed: 2021, Occupation: Associate Professor In Occupational Therapy

ODETH RICHARDSON Appointed: 2022, Occupation: Occupational Therapist

PAUL DUNNING Appointed: 2021, Occupation: Occupational Therapist

SAMANTHA FLOWER Appointed: 2021, Occupation: Occupational Therapist

Legal constitution

Charitable company registered in England & Wales on 20/01/1978, number: 275119
Registered at Companies House on 10/01/1978, number: 01347374

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; all on time

Main office

ROYAL COLLEGE OF
OCCUPATIONAL THERAPISTS
106-114 BOROUGH HIGH STREET
LONDON
SE1 1LB

Objectives

THE PROMOTION OF THE SCIENCE OF OCCUPATIONAL THERAPY AND THE BETTER TRAINING AND EDUCATION OF PRACTITIONERS.

Defined Area of Benefit:

NOT DEFINED

Data Sources