Finance Score: -2

Governance Score: 6

Support Score: 6

Excess reserves: -3
Reasonable growth: +1

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

Grant maker support: +6

Overall GiG Score: 10

WITTON LODGE COMMUNITY ASSOCIATION

Witton Lodge Community Association owns and manages over 200 homes for social and market rent, including a 40-apartment Independent Living Scheme. The Association supports local people with jobs and skills advice; organises a range of environmental projects to help people live healthier lives; works with the local community and partners to host a wide range of community events and activities.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
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:

This charity has substantial assets and unrestricted reserves of £8,059,838 available, equivalent to 39 months of spending and so may not be able to utilise additional funding

Established: 30 years

http://www.wittonlodge.org.uk/

linda.hines@wittonlodge.org.uk

07960386252

Charity Commission for England and Wales

Tweets

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		£2,949	£2,503	£446	£0	£14,275	£8,060	38.6	24	8
31/03/22		£2,647	£1,910	£737	£0	£13,829	£7,566	47.5	19	12
31/03/21		£2,411	£1,768	£643	£0	£13,092	£7,087	48.1	18	68
31/03/20		£1,631	£1,464	£167	£0	£12,450	£6,314	51.8	18	24
31/03/19		£1,632	£1,461	£171	£0	£12,283	£5,925	48.7	20	22
31/03/18		£1,688	£1,386	£302	£0	£12,112	£5,658	49	19	0
31/03/17		£1,535	£1,286	£250	£0	£11,809	£5,195	48.5	16	0
31/03/16		£1,893	£1,188	£705	£0	£11,560	£4,788	48.3	14	0
31/03/15		£1,014	£818	£196	£7	£10,855	£4,507	66.1	11	0
31/03/14		£1,004	£934	£70	£7	£10,660	£4,151	53.3	7	0
31/03/13		£997	£858	£138	£7	£8,274	£3,467	48.5	5	0
31/03/12		£896	£883	£13	£7	£8,136	£3,193	43.4	4	0
31/03/11	*	£871	£783	£87	£10	£8,123	£3,049	46.7	5	0
31/03/10		£909	£664	£245	£8	£8,258	£2,827	51.1	2	0
31/03/09		£887	£961	£-74	£9	£8,013	£2,405	30	0	0
31/03/08	*	£937	£1	£936	£6	£8,087	£2,113	24448.5	0	0
31/03/07	*	£967	£1,073	£-106	£6	£8,187	£960	10.7	0	0
31/03/06		£938	£691	£246	£0	£0	£0	n/a	0	0
31/03/05		£714	£580	£134	£0	£0	£0	n/a	0	0
31/03/04		£679	£407	£273	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 13%
Liabilities/Income: 71%
Unrestricted Funds/Total Funds: 56%
Reserves/Spending: 38.6 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.7

Asset Split ?

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Birmingham City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

24 employees
8 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

Power to Change	£97,500
National Lottery Community Fund	£84,700
Department of Health	£18,848
Birmingham City Council	£9,924

Specific Donations

Amount	When Months	To be used for
Power to Change - C-19 CCLORS - Witton Lodge Community Association
£97,500	14/10/2020	Grant to C-19 CCLORS - Witton Lodge Community Association
National Lottery Community Fund - Erdington Covid19 Taskforce
£84,700	29/07/2020 7	Witton Lodge Community Association (WLCA) will use the funding for a range of activities including volunteer support and a digital and telephone wellbeing service.
Birmingham City Council - Digi-Lib
£9,924	20/06/2020	To offer tablets and laptops to people in need to help social Isolation
Department of Health - Witton Lodge Community Association
£18,848	28/04/2020	Competitive Grants Scheme on Social PrescribingNeed review after Q2 for COVID19 impactBAU Yr 3 of 3 - £ 925,000Chnaged to Section 70 for 20/21 was previously Section 64
Department of Health - Health and Wellbeing - Social Prescribing Fund -Witton Lodge Community Association
£45,300	01/04/2019	An intervention through which people are supported to access non-medical services in the community.
Ministry for Housing, Communities and Local Government - ALB - Homes England - Community Housing Fund
£40,500	01/04/2019	community-led housing
Power to Change - Witton Lodge Community Association
£74,145	05/10/2018 11	Grant to Witton Lodge Community Association
National Lottery Community Fund - Celebrating Life in Kingstanding
£10,000	11/04/2018 12	A series of community events will be funded in the spring, autumn and winter to help bring two communities together to embrace positive opportunities and help community engagement.
Department of Health - Health and Wellbeing - Social Prescribing Fund -Witton Lodge Community Association
£87,899	01/04/2018	An intervention through which people are supported to access non-medical services in the community.
National Lottery Community Fund - Witton Lakes Eco Hub
£498,844	13/10/2017 24	A community hub will be created in a green space, which will deliver a range of activities to address issues experienced by local people, such as poor health and wellbeing, low self-esteem and fuel ....more A community hub will be created in a green space, which will deliver a range of activities to address issues experienced by local people, such as poor health and wellbeing, low self-esteem and fuel poverty. There will be a specific focus on helping people to live more sustainably and economically. The facility will also help people improve their educational attainment and to volunteer, supporting them to improve their skills and experience, to increase their chances of employment.
Heart Of England Community Foundation - Spring Into Spring 2017
£2,500	18/04/2017 12	Grant to Witton Lodge Community Association
Birmingham City Council - Health In Kingstanding
£16,000	23/03/2017	HEALTH IN KINGSTANDING; Neighbourhoods and communities; Local Innovation Fund
Heart Of England Community Foundation - Grant to Witton Lodge Community Association
£4,075	27/06/2016 8	Grant to Witton Lodge Community Association
Heart Of England Community Foundation - Spring Into Spring
£2,779	14/04/2016 0	Grant to Witton Lodge Community Association
National Lottery Community Fund - Developing A Total Community
£365,016	16/12/2014 36	Not Available
National Lottery Heritage Fund - Grant to Witton Lodge Community Association
£32,600	24/11/2014	Perry Common and Me

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-72

ANTHONY ROBERT MENDEZ Appointed: 2021, Occupation: Director

CARLA LOUISE ROSS Appointed: 2020, Occupation: Director

CLLR JILLY BERMINGHAM Appointed: 2022, Occupation: Director

JANE LINDSEY JENNINGS Appointed: 2020, Occupation: Director

SIMON PAUL HARRIS Appointed: 2021, Occupation: Executive Headteacher

ANDREW WINMILL Appointed: 2014, Occupation: Director

LINDA SUSAN HINES (Chair) Appointed: 1996, Occupation: Retired

MICHAEL DAVIS Appointed: 2012, Occupation: Local Authority Manager

PAUL MICHAEL TOMLINSON Appointed: 2000, Occupation: Independant Representative

SOPHIE ALLISON Appointed: 2011, Occupation: Transport Partnership Manager

Legal constitution

Charitable company registered in England & Wales on 27/06/1994, number: 1039005
Registered at Companies House on 02/03/1994, number: 02903760

Gift Aid

NOT 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; AR11: 33 days late, AR08: 0 days late, AR07: 2 days late,

Main office

PERRY COMMON COMMUNITY HALL
87 WITTON LODGE ROAD
PERRY COMMON
BIRMINGHAM
B23 5JD

Objectives

(1) TO PROMOTE THE BENEFIT OF THE INHABITANTS OF THE AREA OF PERRY COMMON AND ITS NEIGHBOURHOOD IN THE CITY OF BIRMINGHAM WITHOUT DISTINCTION OF SEX, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS, BY ASSOCIATING TOGETHER REPRESENTATIVES OF THE SAID INHABITANTS AND VARIOUS OTHER PERSONS IN A COMMON EFFORT TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE-TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS(2) TO CARRY ON FOR THE BENEFIT OF THE COMMUNITY IN THE CITY OF BIRMINGHAM THE BUSINESS OF PROVIDING SOCIAL HOUSING AND ANY ASSOCIATED AMENITIES FOR PERSONS IN NECESSITOUS CIRCUMSTANCES UPON TERMS APPROPRIATE TO THEIR MEANS(3) TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION AND RELIEF OF POVERTY

Defined Area of Benefit:

CITY OF BIRMINGHAM

Data Sources