Finance Score: -2

Governance Score: 9

Support Score: 4

Low unrestricted reserves: -2

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

Overall weighted support: +4

Overall GiG Score: 11

PEOPLE IN ACTION (YORKSHIRE)

The Charity supports people with learning diffiuculties/disabilities, mental health and other similar impairments wtihin communities to create a barrier free - world, a world which provides equality of opportunity and celebrates cultural diversity.Individuals are supported to become independent citizens through, employment, volunteering social and leisure and training actvities.

Analysis by Giving is Great

Positives:

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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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		£1,095	£1,111	£-15	£0	£427	£246	2.7	38	45
31/03/22		£1,156	£1,117	£39	£0	£442	£293	3.2	43	45
31/03/21		£1,222	£1,193	£29	£0	£403	£272	2.7	45	45
31/03/20		£1,163	£1,222	£-59	£0	£374	£245	2.4	46	45
31/03/19		£1,094	£1,096	£-1	£0	£448	£272	3	45	45
31/03/18		£1,041	£1,006	£35	£0	£460	£333	4	43	0
31/03/17		£976	£999	£-22	£868	£425	£337	4	96	0
31/03/16	*	£972	£943	£30	£0	£447	£358	4.6	96	0
31/03/15	*	£796	£688	£108	£10	£388	£286	5	27	0
31/03/14		£793	£722	£72	£8	£281	£188	3.1	22	0
31/03/13		£676	£674	£2	£194	£210	£180	3.2	26	0
31/03/12		£541	£580	£-39	£12	£207	£164	3.4	23	0
31/03/11		£680	£668	£12	£25	£245	£164	3	22	0
31/03/10		£687	£655	£32	£18	£233	£154	2.8	25	0
31/03/09		£609	£619	£-10	£19	£201	£142	2.8	16	0
31/03/08	*	£650	£618	£32	£14	£211	£136	2.6	26	0
31/03/07		£540	£649	£-109	£13	£180	£118	2.2	26	0
31/03/06	*	£613	£536	£77	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£502	£397	£105	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£303	£279	£24	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 17%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 58%
Reserves/Spending: 2.7 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.9

Asset Split ?

Balance Sheet History

Established: 36 years

www.peopleinaction.org.uk

info@peopleinaction.org.uk

01132443729

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Services for people with disabilities

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
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.

Specific Donations

Amount	When Months	To be used for
Leeds Community Foundation - Winter Wellbeing 2023
£2,829	30/10/2023	Grant to People in Action
Leeds Community Foundation - Winter Wellbeing 2022
£5,026	20/09/2022	Grant to People in Action
Leeds Community Foundation - PiA Variety Performance - JubiLeeds Talent!
£6,937	24/03/2022	As part of the celebrations for the Queen’s platinum jubilee, we want to put on a Variety Performance, showcasing the best performing talent from within our membership and sector.
Leeds Community Foundation - Winter Wellbeing in Action
£4,845	06/10/2021	We will provide a dedicated project worker to support our learning-disabled members to maximise their understanding of how to be well this winter through triaging need, providing accessible information, practical support and winter warmth items and ....more We will provide a dedicated project worker to support our learning-disabled members to maximise their understanding of how to be well this winter through triaging need, providing accessible information, practical support and winter warmth items and referring on to appropriate agencies.
Leeds Community Foundation - Positive Ageing in Action (subject to change following discussion with project participants)
£19,972	03/03/2021	Grant to People in Action
National Lottery Community Fund - Connections in Action
£52,408	11/06/2020 10	The funding will increase the charities' ability to make connections with and between people with learning disabilities in Leeds to support them through the myriad of challenges posed by COVID-19. The aim is to provide support and advice to reduce ....more The funding will increase the charities' ability to make connections with and between people with learning disabilities in Leeds to support them through the myriad of challenges posed by COVID-19. The aim is to provide support and advice to reduce loneliness and isolation and to improve wellbeing.
Leeds Community Foundation - PIA Presents
£8,400	18/03/2019 11	PIA Presents is a project that develops and promotes the talent of people with learning disabilities or autism through the provision of entertainment opportunities. Run by people with learning disabilities and autism for their peers and the wider ....more PIA Presents is a project that develops and promotes the talent of people with learning disabilities or autism through the provision of entertainment opportunities. Run by people with learning disabilities and autism for their peers and the wider community.
National Lottery Community Fund - Let's Tallk
£9,250	14/02/2019 12	The funding will be used to run a pilot project providing access to peer support groups to enable people with learning disabilities to talk about and address mental health issues. The project aims to reduce isolation and loneliness linked to mental ....more The funding will be used to run a pilot project providing access to peer support groups to enable people with learning disabilities to talk about and address mental health issues. The project aims to reduce isolation and loneliness linked to mental health issues.
BBC Children in Need - Grant to People In Action (Yorkshire)
£117,268	17/10/2017 36	Play Fun Learn - free weekend play sessions to young disabled people from the Otley area and inner city area of Leeds to get them more active, encouraging them to have fun and develop practical life skills.
Lloyds Bank Foundation - Grant to People in Action (Leeds) UK
£25,000	29/10/2012	the salary and on-costs of the Volunteers Support and Development Co-ordinator
National Lottery Community Fund - Conserve 8
£10,000	08/11/2010 11	The group in Leeds will use funding to provide learning activities and accreditation focussed on conservation and wildlife awareness for young people with disabilities. This will improve the local environment and young peoples' awareness of ....more The group in Leeds will use funding to provide learning activities and accreditation focussed on conservation and wildlife awareness for young people with disabilities. This will improve the local environment and young peoples' awareness of wildlife and threats to the environment.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 36-70

DR ALLIE WELSH Appointed: 2024

DR JAMES GIBSON Appointed: 2024, Occupation: Retired

LINDA MUSONZA Appointed: 2010, Occupation: Hr Consultant

LUCY SMICKERSGILL Appointed: 2014, Occupation: Broadcaster Journalist

MARTIN ALEXANDER ELLIS Appointed: 2018, Occupation: Financial Planning & Analytics Manager

SAMUEL JAMES DOWGILL (Chair) Appointed: 2023, Occupation: Solicitor

VICTORIA MARIE KAY Appointed: 2022, Occupation: Senior Area Manager

Legal constitution

Charitable company registered in England & Wales on 12/04/1989, number: 701434
Registered at Companies House on 15/03/1989, number: 02361654

Gift Aid

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
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; AR16: 17 days late, AR15: 27 days late, AR08: 20 days late, AR06: 14 days late, AR05: 96 days late,

Recent reorganisation events:

Asset transfer in from PUDSEY GATEWAY CLUB on 17/03/2021

Main office

The Old Fire Station
Gipton Approach
Gipton
Leeds
LS9 6NL

Objectives

THE OBJECTS ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:3.1 THE RELIEF OF PERSONS WITH LEARNING DIFFICULTIES, DISABILITIES AND SIMILAR CONDITIONS AND THEIR FAMILIES, DEPENDENTS AND CARERS, IN PARTICULAR BUT WITHOUT LIMITATION, BY THE PROVISION OF ADVICE, INFORMATION AND SERVICES FOR SUCH PERSONS CALCULATED TO ALLEVIATE THEIR NEEDS;3.2 THE RELIEF OF POVERTY OR SICKNESS AND THE PROTECTION OF GOOD HEALTH, BOTH MENTAL AND PHYSICAL, OF PERSONS WHO HAVE NEED OF SUCH RELIEF AND ASSISTANCE BY VIRTUE OF BEING A CARER FOR, OR A FAMILY MEMBER OR A DEPENDENT OF, A PERSON WITH LEARNING DIFFICULTIES, DISABILITIES AND SIMILAR CONDITIONS; AND3.3 THE ADVANCEMENT OF EDUCATION, LIFE SKILLS LEARNING AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE WITH LEARNING DIFFICULTIES, DISABILITIES AND SIMILAR CONDITIONS IN PARTICULAR, BUT WITHOUT LIMITATION, BY PROVIDING OPPORTUNITIES FOR PERSONS WITH LEARNING DIFFICULTIES, DISABILITIES AND SIMILAR CONDITIONS TO EXPERIENCE CLOSER ASSOCIATION AND INTEGRATION WITH THEIR LOCAL COMMUNITIES AND BY SUPPORTING THEM TO OVERCOME BARRIERS TO PARTICIPATION IN ORDER TO ENHANCE THEIR EVERYDAY LIVES.

Defined Area of Benefit:

CITY OF LEEDS

Data Sources

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