Finance Score: -4

Governance Score: 6

Support Score: 5

Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 7

AGE CONCERN LIVERPOOL & SEFTON

Provide services and activities for older people.Campaigns with and advocates on behalf of older people.Supports the development of older peoples organisations.

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 gender and dynamic in terms of composition

Financial issues to consider:

Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years 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		£2,402	£2,128	£274	£0	£1,386	£973	5.5	37	140
31/03/22	*	£1,960	£1,902	£58	£170	£1,012	£605	3.8	28	131
31/03/21		£1,834	£1,557	£277	£0	£999	£585	4.5	46	315
31/03/20		£3,141	£3,573	£-432	£0	£1,089	£697	2.3	138	158
31/03/19	*	£3,323	£3,490	£-168	£301	£1,367	£959	3.3	151	188
31/03/18		£2,804	£2,410	£395	£387	£1,681	£1,256	6.3	123	0
31/03/17		£2,272	£2,505	£-233	£497	£1,202	£760	3.6	130	0
31/03/16		£2,339	£2,653	£-314	£519	£980	£521	2.4	79	0
31/03/15		£2,394	£2,705	£-311	£258	£1,266	£790	3.5	74	0
31/03/14		£1,759	£2,500	£-742	£283	£1,812	£1,194	5.7	67	0
31/03/13		£2,750	£2,540	£210	£265	£2,123	£1,423	6.7	69	0
31/03/12		£2,993	£3,082	£-89	£156	£1,962	£1,466	5.7	73	0
31/03/11		£3,486	£3,746	£-260	£46	£2,268	£1,755	5.6	95	0
31/03/10		£3,484	£3,616	£-132	£43	£2,105	£1,577	5.2	111	0
31/03/09		£3,559	£3,374	£185	£45	£2,285	£1,714	6.1	126	0
31/03/08		£3,295	£3,075	£220	£42	£2,280	£1,696	6.6	104	0
31/03/07		£3,194	£3,144	£50	£38	£2,522	£1,850	7.1	99	0
31/03/06		£3,478	£3,321	£157	£0	£0	£0	n/a	0	0
31/03/05	*	£2,912	£2,838	£75	£0	£0	£0	n/a	0	0
31/03/04	*	£2,858	£2,446	£412	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 17%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 70%
Reserves/Spending: 5.5 months
Net Current Assets/Spending: 6 months
Quick Ratio: 4

Asset Split ?

Established: 38 years

www.ageconcernliverpool.org.uk

mail@ageconcernliverpool.org.uk

01513305678

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Knowsley, Liverpool City, Sefton,

Who it helps

Elderly/Old People

Who works here?

37 employees
140 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
Garfield Weston Foundation - Main Grants award
£25,000	04/04/2022	The Reconnect Project
Garfield Weston Foundation - Main Grants award
£25,000	11/03/2022	The Reconnect Project
DCMS - Coronavirus Community Support Fund
£66,699	26/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - Reconnect
£361,992	21/03/2018 36	This funding will help people aged 60 years and older to access community services and take part in social activities, encouraging new friendships and reducing loneliness and isolation. Local people ....more This funding will help people aged 60 years and older to access community services and take part in social activities, encouraging new friendships and reducing loneliness and isolation. Local people will help shape the activities on offer, from restaurant trips, indoor bowls and concerts to tea dances, walking trips and cinema nights. The project will also offer a befriending service run by volunteers for people who are housebound, providing practical support and company.
Wolfson Foundation - Grant to Age Concern Liverpool & Sefton
£30,000	16/06/2016	Refurbishment of day centre
National Lottery Community Fund - Age Concern Liverpool & Sefton (Development Grant)
£10,810	15/01/2014 3	Age Concern Liverpool & Sefton (Development Grant)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 53-85

PATRICIA LIU Appointed: 2022, Occupation: Creative Entrepreneur

PETER TAAFFE Appointed: 2024, Occupation: Retired

JANE ELIZABETH ECKFORD Appointed: 2020, Occupation: Non-Executive Director

KEITH CAWDRON Appointed: 2016, Occupation: Retired

RUPERT WILLIAM WHITAKER LOWE (Chair) Appointed: 2018, Occupation: Chartered Surveyor

KEN RAVENSCROFT Appointed: 2014, Occupation: Retired, Other trusteeship: P H HOLT FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 30/10/1986, number: 517902
Registered at Companies House on 20/03/1986, number: 02002499

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Financial Conduct Authority

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
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; AR22: 9 days late, AR19: 24 days late, AR05: 26 days late, AR04: 23 days late,

Main office

Age Concern Liverpool & Sefton
The Frances Suite
1st Floor
151 Dale Street
Liverpool
L2 2JH

Objectives

(1) TO PROMOTE AND ASSIST THE GENERAL GOOD OF ALL OLD PEOPLE IN ANY GEOGRAPHICAL AREA BUT WITH A PARTICULAR FOCUS ON NORTH MERSEYSIDE MEANING LIVERPOOL, SEFTON AND ALL AREA NORTH OF THE RIVER MERSEY MAKING GIFTS OF SUMS OF MONEY AND GOODS TO SUCH OLD PEOPLE, PROVIDING FACILITIES FOR PHYSICAL AND MENTAL RECREATION, DEVELOPING PHYSICAL IMPROVEMENT, FURTHER HEALTH, RELIEVING POVERTY, DISTRESS OR SICKNESS OR PURSUING ANY OBJECT WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE AND TO ASSIST THE WORK OF STATUTORY AUTHORITIES AND VOLUNTARY ORGANISATIONS ENGAGED IN PURSUING THE OBJECTS OF THE ASSOCIATION.(2) TO PROMOTE AND ORGANISE CO-OPERATION IN THE ACHIEVEMENT OF THE OBJECTS OF THE ASSOCIATION AND TO THAT END, TO BRING TOGETHER REPRESENTATIVES OF THE AUTHORITIES AND ORGANISATIONS ENGAGED IN THE FURTHERANCE OF THE OBJECTS OF THE ASSOCIATION WHEREVER THEY MAY OPERATE BUT WITH PARTICULAR FOCUS ON NORTH MERSEYSIDE.

Defined Area of Benefit:

ANY GEOGRAPHICAL AREA BUT WITH A PARTICULAR FOCUS ON NORTH MERSEYSIDE MEANING LIVERPOOL, SEFTON AND ALL AREAS NORTH OF THE RIVER MERSEY.

Data Sources