Finance Score: 4

Governance Score: 9

Support Score: 9

Good reserves management: +3
Multiple Deficits: -2
Fundraising costs low: +3

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

Overall weighted support: +9

Overall GiG Score: 22

NATIONAL ENERGY ACTION

RESEARCHING AND ANALYSING THE CAUSES AND EXTENT OF FUEL POVERTY AND THE DEVELOPMENT OF POLICIES TO ADDRESS IT.MANAGING PROJECTS IN INNER CITIES AND RURAL AREAS WHICH SHOW INNOVATIVE WAYS OF TACKLING FUEL POVERTY AND THAT BRING WIDER BENEFITS OF ENERGY EFFICIENCY TO LOCAL COMMUNITIES.CAMPAIGNING TO INCREASE RESOURCES TO ERADICATE FUEL POVERTY. PROVISION OF ADVICE AND TRAINING SERVICES.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Reserves management has been consistently within official guidelines
Fundraising costs are unusually low relative to funds raised
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£12,164	£9,631	£2,532	£14	£5,071	£4,611	5.7	95	0
31/03/22		£8,417	£7,872	£545	£4	£2,539	£2,525	3.8	83	0
31/03/21		£6,045	£6,456	£-411	£0	£1,995	£1,973	3.7	75	0
31/03/20		£5,615	£6,929	£-1,315	£6	£2,404	£2,366	4.1	75	0
31/03/19		£7,008	£7,022	£-14	£1	£3,720	£3,677	6.3	76	0
31/03/18	*	£16,337	£18,175	£-1,838	£1	£4,034	£4,004	2.6	117	0
31/03/17		£27,854	£27,400	£454	£1	£4,403	£4,360	1.9	115	0
31/03/16		£13,163	£12,865	£298	£6	£3,948	£3,933	3.7	106	0
31/03/15		£10,061	£9,326	£736	£56	£3,652	£3,633	4.7	96	0
31/03/14		£10,779	£10,721	£58	£47	£2,916	£2,889	3.2	110	0
31/03/13		£19,973	£19,827	£146	£68	£2,858	£2,846	1.7	124	0
31/03/12		£17,169	£16,951	£218	£74	£2,712	£2,701	1.9	126	0
31/03/11		£15,869	£14,857	£1,011	£359	£3,827	£2,487	2	75	0
31/03/10		£23,062	£22,476	£586	£309	£2,817	£2,285	1.2	70	0
31/03/09		£22,637	£22,147	£489	£18,631	£2,228	£2,076	1.1	66	0
31/03/08		£16,600	£16,075	£525	£12,626	£1,743	£1,543	1.2	64	0
31/03/07		£3,534	£3,477	£57	£10,033	£1,222	£901	3.1	62	0
31/03/06		£3,293	£3,513	£-220	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£3,518	£3,069	£449	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£2,873	£2,784	£90	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 48%
Liabilities/Income: 38%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 5.7 months
Net Current Assets/Spending: 6 months
Quick Ratio: 1.7

Asset Split ?

Balance Sheet History

Established: 40 years

www.nea.org.uk

info@nea.org.uk

01912615677

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

GiG Classification

General Community services

How it operates

Acts as an umbrella or resource body
Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

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

Esmee Fairbairn	£165,534
City Bridge Trust	£134,000
Hyde Charitable Trust	£53,287
Quartet Community Foundation	£500

Specific Donations

Amount	When Months	To be used for
City Bridge Trust - Grant to National Energy Action
£134,000	20/10/2023 24	£134,000 over two years (£67,000, £67,000) towards the costs of National Energy Action?s Empowered by Energy Project supporting asylum seekers and refugees in London.
Esmee Fairbairn - Grant to National Energy Action (NEA)
£9,129	30/01/2023	Towards unrestricted core costs as a Cost of Living Uplift
Hyde Charitable Trust - Energy Hardship Fund
£53,287	22/11/2022	Energy Hardship Fund
Quartet Community Foundation - Grant to National Energy Action
£500	18/06/2021	As directed by the donor towards debt advice service.
Esmee Fairbairn - Grant to National Energy Action (NEA)
£136,932	26/08/2020 36	Towards Project costs Towards the salary of a Policy Officer to further tackle fuel poverty in Northern Ireland
Esmee Fairbairn - Grant to National Energy Action (NEA)
£19,473	05/05/2020 6	towards unrestricted costs as a COVID-19 Fast Response grant
Barrow Cadbury Trust - 'State of the Energy Market' Report - Fair By Design
£3,546	12/09/2019 1	To support a report on the 'State of the Energy Market' and the poverty premium.
Esmee Fairbairn - Grant to National Energy Action (NEA)
£116,836	30/08/2017 36	Towards the salary of a policy and campaigns officer to tackle fuel poverty in Northern Ireland through the Fuel Poverty Coalition.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 43-68

CLAIRE DURKIN (Chair) Appointed: 2019, Occupation: Retired

DAVID HALL Appointed: 2019, Occupation: Retired

DAVID IAIN DEBOYS Appointed: 2022, Occupation: Retired

FRAZER SCOTT Appointed: 2020, Occupation: Company Director

HELEN WALKER Appointed: 2019, Occupation: Head Of Philanthropy & Corporate Partnerships

JUDITH DAMERELL Appointed: 2020, Occupation: Solicitor (Non-Practising)

KAREN ELIZABETH CHERRETT Appointed: 2024, Occupation: Senior Associate

MARIA THERESA WARDROBE OBE Appointed: 2020, Occupation: Retired

NUSHEEN HUSSAIN BA HONS Appointed: 2024

ROBERT HOWARD Appointed: 2019, Occupation: Consultant In Public Health

SARAH HOPKINS Appointed: 2024, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 08/11/1984, number: 290511
Registered at Companies House on 09/10/1984, number: 01853927

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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; AR18: 64 days late,

Main office

NATIONAL ENERGY ACTION
WEST ONE
FORTH BANKS
NEWCASTLE UPON TYNE
NE1 3PA

Objectives

The Charity is established to carry out the following objects for the benefit of the public:(a) the relief of poverty, financial hardship and disadvantage and the advancement of health by promoting the improvement and optimisation of living conditions, particularly in relation to the use of energy and resources (including energy for heating purposes) among persons who are in necessitous circumstances including (without prejudice to the generality of the foregoing) those in charitable need whose housing conditions are unsatisfactory, or those living in fuel poor households;(b) the advancement of public education and awareness about all aspects of the affordable and efficient use of energy and resources; and(c) the promotion of, or assistance in promoting, vocational training and learning for the benefit of persons seeking to assist the classes of persons described in sub-clause (a) above through their employment or work with those persons described as living in poverty.the or these ObjectsIn these Objects:poverty shall be interpreted in the broadest sense and shall include not only financial need or hardship, but also cover adverse social conditions and circumstances which preclude the ability of a person to achieve a reasonable standard of living or welfare, including in relation to their health and wellbeing; andnecessitous circumstances shall include any circumstance which would impede a person's ability to remove themselves from poverty without the Charity's support.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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