Finance Score: 0

Governance Score: 6

Support Score: 3

Excess reserves: -3
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 9

THE BRITISH THORACIC SOCIETY

The Society exists to improve the care of people with respiratory illnesses. We publish treatment guidelines; audits & quality improvement tools; provide education activities ; annual research conference and workforce planning. We work with clinical leaders and others including the public to promote respiratory health; to advocate for access to specialist treatment; and share best practice.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and 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
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £7,116,556 available, equivalent to 32 months of spending and so may not be able to utilise additional funding

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
30/06/23		£2,738	£2,693	£45	£0	£7,147	£7,117	31.7	17	430
30/06/22		£2,195	£2,179	£16	£0	£6,780	£6,750	37.2	16	0
30/06/21		£2,288	£2,290	£-2	£0	£6,788	£6,676	35	15	0
30/06/20		£2,344	£2,529	£-185	£0	£6,354	£6,247	29.6	15	350
30/06/19	*	£2,598	£2,496	£102	£0	£6,545	£6,469	31.1	15	286
30/06/18		£2,526	£2,587	£-61	£131	£5,874	£5,873	27.2	12	0
30/06/17		£2,504	£2,646	£-142	£168	£5,782	£5,719	25.9	12	0
30/06/16		£2,388	£2,555	£-167	£181	£5,511	£5,453	25.6	12	0
30/06/15		£2,515	£2,489	£25	£146	£5,041	£4,995	24.1	11	0
30/06/14		£2,154	£1,967	£187	£251	£4,799	£4,705	28.7	10	0
30/06/13		£2,136	£2,016	£120	£204	£4,525	£4,482	26.7	8	0
30/06/12		£1,944	£1,845	£100	£185	£4,163	£4,091	26.6	8	0
30/06/11		£1,729	£1,921	£-192	£153	£4,147	£4,058	25.3	8	0
30/06/10		£1,774	£1,776	£-2	£145	£4,060	£3,902	26.4	8	0
30/06/09		£1,948	£2,018	£-70	£155	£3,810	£3,641	21.6	8	0
30/06/08		£1,818	£1,615	£203	£115	£4,200	£4,037	30	8	0
30/06/07		£1,644	£1,519	£125	£110	£4,210	£4,092	32.3	8	0
30/06/06?		£1,350	£1,167	£183	£0	£0	£0	n/a	0	0
30/09/05		£1,373	£1,331	£43	£0	£0	£0	n/a	0	0
30/09/04		£1,415	£1,268	£147	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.5%
Fundraising Costs/Total Spending: 1.5%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 15%
Liabilities/Income: 46%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 31.7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.4

Asset Split ?

Established: 42 years

www.brit-thoracic.org.uk

bts@brit-thoracic.org.uk

02078318778

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Professional associations

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information

Where it operates

Northern Ireland, Scotland,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

17 employees
430 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-68

ALISON ARMSTRONG Appointed: 2022, Occupation: Nurse

DR DANIEL SMITH Appointed: 2023, Occupation: Consultant Physician

DR JAMES CHALMERS Appointed: 2021, Occupation: Physician

DR LAURA-JANE SMITH Appointed: 2022, Occupation: Physician

DR MARK JUNIPER Appointed: 2021, Occupation: Physician

DR PAUL WALKER Appointed: 2021, Occupation: Physician

PROFESSOR ADAM HILL Appointed: 2022, Occupation: Physician

PROFESSOR ANDRES FLOTO Appointed: 2022

PROFESSOR JONATHAN BENNETT Appointed: 2022, Occupation: Physician

DR MARTIN ALLEN Appointed: 2013, Occupation: Consultant Respiratory Physician

PROFESSOR NICK MASKELL Appointed: 2023, Occupation: Consultant Physician, Other trusteeships: AVON MESOTHELIOMA FOUNDATION, MESOTHELIOMA UK CHARITABLE INCORPORATED ORGANISATION,

DR ALANNA HARE Appointed: 2023, Occupation: Consultant Physician, Other trusteeship: BRITISH SLEEP SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 25/08/1982, number: 285174
Registered at Companies House on 21/06/1982, number: 01645201

Gift Aid

NOT registered with HMRC for Gift Aid

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
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; AR19: 26 days late,

Main office

17 DOUGHTY STREET
LONDON
WC1N 2PL

Objectives

THE OBJECTS OF THE SOCIETY (THE OBJECTS) ARE THE RELIEF OF SICKNESS AND THE PRESERVATION AND PROTECTION OF PUBLIC HEALTH BY PROMOTING THE BEST STANDARDS OF CARE FOR PATIENTS WITH RESPIRATORY AND ASSOCIATED DISORDERS, ADVANCING KNOWLEDGE ABOUT THEIR CAUSES, PREVENTION AND TREATMENT AND PROMOTING THE PREVENTION OF RESPIRATORY DISORDERS.

Defined Area of Benefit:

ANY PART OR PARTS OF THE WORLD

Data Sources