Finance Score: 1
Governance Score: 1
Support Score: 7
  • Poor Liquidity: -1
  • Reasonable growth: +1
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • Narrow trustee age band: -2
  • Gender balanced board: +3
  • Grant maker support: +7
Overall GiG Score: 9 ?

PLATFFORM FOR CHANGE 

Platfform is the charity for mental health and social change. We work to have a lasting positive impact with people experiencing challenges with their mental health, with over 100 projects and services across Wales and the UK. We live by our values of being connected, compassionate, brave and curious in everything we do, and we believe deeply in our vision of sustainable wellbeing for all.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending 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 gender
  • This charity is based in an area of extremely high deprivation

Regulatory & Governance issues to consider:

  • The Board has little diversity in terms of age

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
  • 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 Volun-
teers
31/03/23£12,893£13,217£-325£7£2,365£1,4911.443990
31/03/22£11,772£11,943£-172£1£2,689£1,8841.939392
31/03/21£10,317£9,951£366£3£2,861£2,1552.634051
31/03/20£10,643£9,069£1,574£3£2,347£2,1402.8347128
31/03/19£8,608£8,954£-346£2£852£775129845
31/03/18£8,650£8,930£-280£2£1,194£1,1211.53090
31/03/17£7,343£7,396£-52£12£1,467£1,4192.33170
31/03/16£6,699£6,754£-55£12£1,519£1,5042.72370
31/03/15£6,296£6,071£224£340£1,574£1,5583.12380
31/03/14£4,517£4,489£28£244£1,349£1,3163.51330
31/03/13£4,286£4,100£186£185£1,313£1,2793.71420
31/03/12£4,203£4,061£142£113£1,127£1,1273.31300
31/03/11*£4,128£4,189£-60£104£985£9852.81270
31/03/10£3,923£3,965£-42£105£1,041£1,0413.11130
31/03/09£3,524£3,578£-54£175£1,093£1,0933.7990
31/03/08£3,318£3,385£-67£207£1,189£1,1894.2970
31/03/07£3,185£3,367£-182£384£1,274£1,2744.5980
31/03/06£3,000£3,056£-56£0£0£0n/a00
31/03/05*£3,166£2,845£321£0£0£0n/a00
31/03/04£3,156£2,362£795£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 55%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 63%
Reserves/Spending: 1.4 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.7
Asset Split ?
Established: 34 years

www.platfform.org

connect@platfform.org

01656647722

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Mental health and addiction
How it operates
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Throughout Wales,
  • This charity is based in an area of extremely high deprivation
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Defined Groups
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • 439 employees
  • 90 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
St. Martin-in-the-Fields Charity - Mental Health Fund - Platfform
£163,242 05/05/2023
Project providing coaching support for people moving from mental health crisis houses to the community
BBC Children in Need - Grant to Platfform
£60,396 03/02/2022
This project will support children and young people affected by the substance abuse of their parents. They will gain more control of their life choices, feel less isolated, and will have improved ....more
National Lottery Heritage Fund - Grant to Gofal
£31,500 22/03/2018
Not Forgotten - Cardiff memories
National Lottery Community Fund - Dementia Integration and Link DIAL Project
£453,216 17/02/2016
36
Dementia Integration and Link (DIAL) Project
National Lottery Community Fund - Home Allotment Volunteers (HAV) Project
£444,593 29/03/2011
48
The Home Allotment Volunteers project will address social isolation in people aged 50+ in Cardiff, through Volunteer Befrienders providing a one to one befriending service with the specific purpose ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 44-60
  • ANNE-LOUISE TONGE (Chair) Appointed: 2020, Occupation: Local Government Senior Officer
  • CHER LEWNEY Appointed: 2020, Occupation: Transformation Consultant/Pg Student
Legal constitution
  • Charitable company registered in England & Wales on 09/11/1990, number: 1000889
  • Registered at Companies House on 09/10/1990, number: 02546880
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
  • 09/02/2017 - Asset transfer in from ESGYN
  • 31/05/2022 - Asset transfer in from NEWLINK WALES
Other Regulators
  • Care Inspectorate Wales (CIW)
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; AR11: 11 days late, AR05: 1 days late,
Recent reorganisation events:
  • Asset transfer in from NEWLINK WALES on 31/05/2022
Main office

Platfform
Beaufort House
Beaufort Road
Morriston
Swansea
SA6 8JG

Objectives

(1) To relieve the needs of people with mental health problems, those at risk of developing mental health problems or suffering from detrimental health risk behaviours and other vulnerable or disadvantaged persons by: a) the provision of housing and other associated amenities designed or adapted to meet the disabilities and requirements of such persons; b) the provision of services, advice, support and opportunities which support the mental wellbeing of such persons; and c) advancing the education of the public on the causes and effects of mental health problems and detrimental health risk behaviours. (2) In this Article: a) “detrimental health risk behaviour” means any form of individual behaviour which is harmful and self-detrimental, has a strong negative influence on mental health and which is attributable to poor psychological and social wellbeing for whatever reason, including substance misuse and other risks to individual and public mental health; b) “vulnerable” refers to persons (adults or children) who have, or may have, need of community services by reason of a mental or physical disability, age, or illness; and c) “disadvantaged” refers to a recognised social or welfare disadvantage.

Defined Area of Benefit:

NOT DEFINED BUT IN PRACTICE WALES AND ENGLAND

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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