Finance Score: 4

Governance Score: 6

Support Score: 0

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

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

No supporters identified

Overall GiG Score: 10

THE MORTIMER SOCIETY

Provision of long term residential care for adults with physical disabilities, including Huntington's Disease, and/or learning disabilities, acquired brain injuries or other neurological conditions.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
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 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
31/10/23	£4,755	£4,768	£-13	£19	£5,179	£5,009	12.6	139
31/10/22	£4,290	£4,396	£-107	£5	£5,192	£5,192	14.2	144
31/10/21	£3,810	£4,330	£-520	£3	£5,299	£5,295	14.7	142
31/10/20	£4,103	£3,918	£185	£1	£5,819	£5,819	17.8	118
31/10/19	£3,722	£3,786	£-64	£2	£5,634	£5,634	17.9	136
31/10/18	£3,728	£3,598	£129	£0	£5,698	£5,698	19	131
31/10/17	£3,662	£3,384	£277	£0	£5,569	£5,569	19.7	132
31/10/16	£3,489	£3,170	£319	£0	£5,292	£5,292	20	119
31/10/15	£3,251	£2,895	£356	£68	£4,972	£4,972	20.6	116
31/10/14	£3,170	£2,874	£296	£83	£4,617	£4,617	19.3	101
31/10/13	£3,194	£2,976	£218	£84	£4,320	£4,320	17.4	102
31/10/12	£3,200	£2,892	£308	£86	£4,102	£4,102	17	103
31/10/11	£3,151	£2,764	£387	£87	£3,794	£3,793	16.5	105
31/10/10	£2,673	£2,519	£154	£106	£3,407	£3,393	16.2	100
31/10/09	£2,418	£2,337	£81	£97	£3,000	£2,993	15.4	93
31/10/08	£2,390	£2,267	£123	£94	£2,363	£2,357	12.5	93
31/10/07	£2,239	£2,128	£111	£93	£2,240	£464	2.6	78
31/10/06	£2,150	£2,023	£127	£0	£0	£0	n/a	0
31/10/05	£1,934	£1,841	£92	£0	£0	£0	n/a	0
31/10/04	£1,814	£1,725	£89	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.4%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 6%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 12.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 4.2

Asset Split ?

Established: 41 years

www.mortimersociety.org.uk

p.studd@mortimersociety.org.uk

07714301510

Charity Commission for England and Wales

Listed activities

Disability

GiG Classification

Residential nursing care facilities

How it operates

Provides services

Where it operates

East Sussex, Kent, Medway, Surrey, Throughout London, West Sussex,

Who it helps

People With Disabilities

Who works here?

139 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-77

CHRISTINE ANNE CLINTON Appointed: 2021, Occupation: Retired Head Teacher

CLAUDETTE NEVILLE Appointed: 2021, Occupation: Retired Rgn

JACQUELINE HACKETT Appointed: 2022, Occupation: Clinical Palliative Care Director

NATALIE FARLEY Appointed: 2023, Occupation: National Inst Of Health And Social Care Researcher

KEITH CHARLES LAGDEN Appointed: 2018, Occupation: Retired Financial Services Director

VICTORIA LEPADDEN Appointed: 2019, Occupation: Director

DAVID JOHN OLIVER (Chair) Appointed: 2016, Occupation: Retired Consultant In Palliative Medicine, Other trusteeship: THE FIFTH TRUST,

Legal constitution

Charitable company registered in England & Wales on 24/09/1983, number: 287579
Registered at Companies House on 21/07/1983, number: 01741444

Gift Aid

Registered with HMRC for Gift Aid

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; all on time

Main office

Birling House
91-93 High Street
Snodland
ME6 5AN

Objectives

THE RELIEF OF SUFFERING FOR PEOPLE WITH PHYSICAL AND/OR LEARNING DISABILITIES AND/OR PHYSICAL AND/OR MENTAL ILLNESS OF ANY DESCRIPTION, INCLUDING PEOPLE SUFFERING FROM HUNTINGTON'S DISEASE

Defined Area of Benefit:

NOT DEFINED

Data Sources