Finance Score: 7

Governance Score: 0

Support Score: 5

Good reserves management: +3
Reasonable growth: +1
Fundraising costs low: +3

Static board: -3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 12

WORKSOP AND RETFORD HOUSING PROJECT LIMITED

New Roots provides supported accommodation in Bassetlaw & Newark & Sherwood to homeless and vulnerably housed young people between 16-21yrs. We work with single young people, couples and young parents. It is the aim of New Roots to support all service users in the development of independent living skills and making the transition to suitable and permanent accommodation within their own community

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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
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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board composition appears to be rather static

Established: 29 years

www.newrootshousing.org.uk

info@newrootshousing.org.uk

01909501732

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		£1,890	£1,604	£286	£33	£1,139	£1,078	8.1	28	2
31/03/22	*	£1,137	£1,071	£66	£17	£853	£801	9	19	9
31/03/21		£1,253	£1,128	£126	£13	£787	£746	7.9	19	8
31/03/20		£1,037	£978	£59	£13	£661	£603	7.4	20	15
31/03/19		£1,008	£974	£34	£12	£602	£509	6.3	18	25
31/03/18	*	£794	£791	£3	£12	£568	£424	6.4	17	0
31/03/17	*	£769	£707	£62	£16	£565	£363	6.2	16	0
31/03/16		£659	£636	£23	£16	£503	£350	6.6	16	0
31/03/15		£526	£509	£17	£31	£481	£323	7.6	11	0
31/03/14		£434	£495	£-60	£0	£0	£0	n/a	0	0
31/03/13		£660	£661	£-1	£39	£524	£431	7.8	8	0
31/03/12		£740	£682	£58	£37	£525	£429	7.6	10	0
31/03/11		£688	£642	£47	£33	£467	£369	6.9	11	0
31/03/10		£679	£636	£43	£34	£420	£317	6	19	0
31/03/09		£646	£633	£13	£33	£377	£273	5.2	18	0
31/03/08		£589	£573	£16	£30	£364	£256	5.4	17	0
31/03/07		£567	£587	£-20	£29	£348	£230	4.7	16	0
31/03/06		£573	£560	£12	£0	£0	£0	n/a	0	0
31/03/05		£566	£544	£22	£0	£0	£0	n/a	0	0
31/03/04		£566	£484	£82	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.8%
Fundraising Costs/Total Spending: 2%
Highest pay band: Less than £60,000
Liabilities/Assets: 29%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 8.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.6

Asset Split ?

Listed activities

Accommodation/Housing

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Nottinghamshire,

Who it helps

Children/Young People

Who works here?

28 employees
2 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

Tudor Trust	£131,000
Garfield Weston Foundation	£33,500
National Lottery Community Fund	£9,977

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Establishing New Roots for Participation
£9,977	28/07/2022	The funding will be used to support young people who are homeless and/or vulnerably housed with multiple/complex needs and demonstrating self-destructive challenging and anti-social behaviour. The ....more The funding will be used to support young people who are homeless and/or vulnerably housed with multiple/complex needs and demonstrating self-destructive challenging and anti-social behaviour. The project aims to enable the wider community/other organisations understand challenges young people face build their skills and confidence and ensure their expressed needs are met. This will ultimately improve the prospects of young people wellbeing and mental health.
Tudor Trust - Grant to New Roots Housing Project
£2,000	13/01/2021	as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
Garfield Weston Foundation - Main Grants award
£2,000	23/10/2020	Weston Charity Award Bonus
Garfield Weston Foundation - Main Grants award
£25,000	17/01/2020	Strengthening the Core for Greater Impact
Garfield Weston Foundation - Main Grants award
£6,500	31/05/2019	WCA Winner 2019 - 2020 Cohort
Tudor Trust - Grant to New Roots Housing Project
£129,000	23/05/2019 36	over three years towards the salary of a construction trainer/mentor to work with young people not in education or employment, in Nottinghamshire
National Lottery Community Fund - Together Roots
£10,000	09/08/2018 12	This funding will be used to offer opportunities for young people who are at risk of becoming homeless to develop their social and friendship networks. The project aims to give people the opportunity ....more This funding will be used to offer opportunities for young people who are at risk of becoming homeless to develop their social and friendship networks. The project aims to give people the opportunity to learn new skills and increase wellbeing.
Lloyds Bank Foundation - Grant to Worksop and Retford Housing Project
£74,919	30/03/2017 36	The grant will support the salary of the Specialist Practitioner for Complex / Intensive Support to support homeless young people.
BBC Children in Need - Grant to Worksop and Retford Housing Project
£111,480	09/02/2017 36	The project will support young parents living in temporary accommodation via 1:1's, group workshops and activities with their children. The aim is to improve relationships, encourage play and for ....more The project will support young parents living in temporary accommodation via 1:1's, group workshops and activities with their children. The aim is to improve relationships, encourage play and for young people to have pride in themselves.
The Clothworkers Foundation - Grant to Worksop and Retford Housing Project
£27,000	07/07/2016	Building renovation and refurbishment for a charity which provides supported accommodation to vulnerably housed and/or homeless young people in Nottingham
Lloyds Bank Foundation - Grant to Worksop and Retford Housing Project
£12,675	10/06/2015 12	A homeless charity working with young people. The funding will support the charity in a full service review involving users, support for its business planning exercise implementation of a competency ....more A homeless charity working with young people. The funding will support the charity in a full service review involving users, support for its business planning exercise implementation of a competency framwrok
Henry Smith Charity - Grant to New Roots Housing Project
£103,500	13/03/2014 36	towards three years' salary of a full-time Support Worker to provide support and advice to vulnerable young people in a deprived area of Nottinghamshire
National Lottery Community Fund - New Roots Works Both Ways
£198,969	12/02/2013 60	A new project to deliver a volunteering programme with beneficiaries who have experienced challenging lifestyles to support other vulnerable young people with multiple and complex needs, in a peer ....more A new project to deliver a volunteering programme with beneficiaries who have experienced challenging lifestyles to support other vulnerable young people with multiple and complex needs, in a peer mentoring capacity. Each project recruit and train volunteers to support vulnerable young people. Over the course of the project up to 114 volunteers will be recruited.

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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: 57-82

FIONA JANE BARTON Appointed: 2018, Occupation: Housewife

JOY ANNE GRIFFITHS Appointed: 2017, Occupation: Retired

LESLEY OLDCORN Appointed: 2015, Occupation: Performance Manager

PAUL DICKENSON Appointed: 2018, Occupation: Property Consultant

RITA SUSANNE HOBSON Appointed: 2011, Occupation: Retired

STUART ANTONY WEST (Chair) Appointed: 2016, Occupation: University Programme Director

Legal constitution

Charitable company registered in England & Wales on 28/03/1995, number: 1045334
Registered at Companies House on 05/05/1993, number: 02814950

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; AR22: 41 days late, AR18: 1 days late, AR17: 0 days late,

Main office

New Roots Housing Project
2 Overend Road
WORKSOP
S80 1QF

Objectives

1. TO RELIEVE POVERTY BY PROVIDING HOUSING AND ASSOCIATED AMENITIES FOR PERSONS WHO ARE IN NECESSITOUS CIRCUMSTANCES ON TERMS APPROPRIATE TO THEIR MEANS. 2. TO PROMOTE THE RELIEF OF DISABLED PEOPLE IN PARTICULAR THROUGH THE PROVISION OF ACCOMODATION. 3. TO ADVANCE EDUCATION.

Defined Area of Benefit:

NOT DEFINED

Data Sources