Finance Score: -3

Governance Score: 6

Support Score: 8

Volatile income: -3
No PartB

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

Grant maker support: +8

Overall GiG Score: 11

MENCAP LIVERPOOL

A local charity affiliated to but financially independent of the Royal Mencap Society.We work in Liverpool and Sefton with adults who have a mild- moderate learning disability. We aim to prevent social isolation and enable people to progress. We provide: outreach; befriending; a range of social groups and physical activities; workshops; volunteering, employability and LD awareness

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

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		£215	£253	£-38	n/a	n/a	n/a	n/a	n/a	10
31/03/22		£389	£288	£100	n/a	n/a	n/a	n/a	n/a	30
31/03/21		£360	£357	£3	n/a	n/a	n/a	n/a	n/a	30
31/03/20		£268	£273	£-5	n/a	n/a	n/a	n/a	n/a	30
31/03/19		£525	£271	£254	£27	£328	£284	12.6	8	30
31/03/18		£248	£260	£-12	£0	£0	£0	n/a	0	0
31/03/17		£239	£238	£2	£0	£0	£0	n/a	0	0
31/03/16		£126	£199	£-73	£0	£0	£0	n/a	0	0
31/03/15		£190	£248	£-58	£0	£0	£0	n/a	0	0
31/03/14		£133	£241	£-108	£0	£0	£0	n/a	0	0
31/03/13		£147	£200	£-53	£0	£0	£0	n/a	0	0
31/03/12		£111	£203	£-92	£0	£0	£0	n/a	0	0
31/03/11		£158	£186	£-28	£0	£0	£0	n/a	0	0
31/03/10		£181	£247	£-66	£0	£0	£0	n/a	0	0
31/03/09	*	£212	£207	£6	£0	£0	£0	n/a	0	0
31/03/08	*	£190	£193	£-3	£0	£0	£0	n/a	0	0
31/03/07	*	£535	£168	£367	£4	£538	£518	37	1	0
31/03/06	*	£132	£139	£-7	£0	£0	£0	n/a	0	0
31/03/05	*	£132	£159	£-27	£0	£0	£0	n/a	0	0
31/03/04		£109	£120	£-11	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 33 years
(36 years as a company)

www.mencapliverpool.org.uk

contact@mencapliverpool.org.uk

0151 707 8582

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Prevention Or Relief Of Poverty

GiG Classification

Mental health and addiction

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Liverpool City, Sefton,

Who it helps

People With Disabilities

Who works here?

Unknown number of employees
10 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.

Major supporters in last 5 years

National Lottery Community Fund	£344,579
DCMS	£45,342
John Moores Foundation	£20,000
CAF	£9,314
Garfield Weston Foundation	£5,000
The Clothworkers Foundation	£4,015

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Mencap Community Cottage
£344,579	17/03/2023	The funding will allow Mencap Liverpool (Mencap) to continue their community work. The organisation support beneficiaries in Liverpool and Sefton who have mild-moderate learning disabilities. This ....more The funding will allow Mencap Liverpool (Mencap) to continue their community work. The organisation support beneficiaries in Liverpool and Sefton who have mild-moderate learning disabilities. This funding will allow them to continue to help isolated individuals tackle their problems progress towards their goals and gain the confidence skills and friends needed to navigate life. It would also enable the further development of a local hub as a place where its members are empowered to facilitate and co-deliver outcomes.
John Moores Foundation - Grant to Mencap Liverpool
£20,000	09/02/2023	Towards the Member Activities Programme, including a salary
DCMS - Coronavirus Community Support Fund
£45,342	15/09/2020	"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."
The Clothworkers Foundation - Grant to Mencap Liverpool
£4,015	03/07/2020	COVID19 : to purchase IT and digital equipment for a charity that works with adults with disabilities in Merseyside
CAF - Grant to Mencap Liverpool
£9,314	11/05/2020 3	Grant to Mencap Liverpool to support the organisation through COVID19
Garfield Weston Foundation - Main Grants award
£5,000	04/09/2019	WCA Closing Bonus
DCMS - Building Connections Fund
£21,998	01/04/2019	Expansion project in Sefton. 40 new volunteers recruited to run social groups, physical activities, workshops and befriending support for 120 isolated adults with mild to moderate learning ....more Expansion project in Sefton. 40 new volunteers recruited to run social groups, physical activities, workshops and befriending support for 120 isolated adults with mild to moderate learning disability. Organisation has high level of lived experience on their board and steering group and project builds on successful intervention run in Liverpool.
DCMS - Building Connections Fund
£21,998	02/01/2019	Expansion project in Sefton. 40 new volunteers recruited to run social groups, physical activities, workshops and befriending support for 120 isolated adults with mild to moderate learning ....more Expansion project in Sefton. 40 new volunteers recruited to run social groups, physical activities, workshops and befriending support for 120 isolated adults with mild to moderate learning disability. Organisation has high level of lived experience on their board and steering group and project builds on successful intervention run in Liverpool.
National Lottery Community Fund - Connecting Sefton
£55,994	26/11/2018 23	Connecting Sefton
Garfield Weston Foundation - Main Grants award
£6,500	05/06/2018	WCA 2018-2019 winner
National Lottery Community Fund - Reaching Out & Moving On (#WhatHelpedMe)
£497,447	03/03/2016 60	The project will provide support for people with learning disabilities, in particular those that live in poverty and isolation, encounter debt, deterioration of mental or physical ill health, housing ....more The project will provide support for people with learning disabilities, in particular those that live in poverty and isolation, encounter debt, deterioration of mental or physical ill health, housing issues, victimisation and lack contact with family or friends. The scheme will provide access to key information, advice and advocacy, and peer befriender support through social activities and workshops.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 35-70

AIKATERINI VALVI Appointed: 2020, Occupation: Events Manager

MATTHEW SMITH Appointed: 2022, Occupation: Solicitor

BETH GREENHILL Appointed: 2013, Occupation: Clinical Psychologist

MARIA CABRERA URDA Appointed: 2016, Occupation: International Sales Manager

PHIL CORFIELD Appointed: 2014, Occupation: Director

STEPHEN MAHON Appointed: 2013, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 26/09/1991, number: 1004262
Registered at Companies House on 13/07/1987, number: 02146838

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
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
Volunteer management

Filing Record

20 returns made; AR09: 15 days late, AR08: 139 days late, AR07: 36 days late, AR06: 19 days late, AR05: 14 days late,

Recent reorganisation events:

Asset transfer in from SOUTH SEFTON MENCAP on 11/08/2023

Main office

6-8 Mariners Road
Blundellsands
Crosby
Liverpool
Merseyside
L23 6SX

Objectives

A) THE RELIEF OF PEOPLE WITH A LEARNING DISABILITY IN PARTICULAR BY THE PROVISION OF HELP AND SUPPORT FOR THEM AND FOR THEIR FAMILIES, DEPENDANTS AND CARERS, AND TO PREVENT LEARNING DISABILITIES FOR THE PUBLIC BENEFIT AND TO ADVANCE RELIGION AMONGST PERSONS WITH A LEARNING DISABILITY; ANDB) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION FOR PEOPLE WHO HAVE NEED THEREOF BY REASON OF LEARNING DISABILITY WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

NOT DEFINED

Data Sources