Finance Score: 3

Governance Score: 3

Support Score: 4

Good reserves management: +3

Dynamic board: +3

Overall weighted support: +4

Overall GiG Score: 10

ASIST

The provision of independent advocacy to persons with physical disabilities, learning disabilities, and/or mental health issues. The service includes generic, specialist and self advocacy projects.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

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	*	£1,152	£1,007	£144	£0	£511	£502	6	32	7
31/03/22		£797	£746	£51	£0	£367	£367	5.9	30	4
31/03/21		£764	£750	£14	£14	£315	£313	5	26	5
31/03/20	*	£786	£848	£-62	£0	£301	£276	3.9	29	5
31/03/19		£832	£858	£-27	£0	£363	£363	5.1	30	5
31/03/18		£896	£893	£4	£0	£390	£390	5.2	30	0
31/03/17		£1,011	£969	£42	£0	£386	£386	4.8	38	0
31/03/16		£986	£953	£33	£0	£344	£344	4.3	38	0
31/03/15		£949	£935	£14	£7	£311	£311	4	33	0
31/03/14		£1,080	£1,079	£0	£11	£297	£297	3.3	38	0
31/03/13	*	£1,154	£1,174	£-21	£20	£297	£297	3	36	0
31/03/12		£1,251	£1,277	£-25	£6	£317	£314	2.9	30	0
31/03/11		£1,316	£1,333	£-17	£1,333	£343	£343	3.1	33	0
31/03/10		£1,413	£1,342	£71	£4	£360	£358	3.2	41	0
31/03/09		£1,141	£1,113	£28	£3	£289	£280	3	40	0
31/03/08		£1,005	£964	£41	£4	£261	£256	3.2	36	0
31/03/07		£663	£654	£9	£3	£220	£216	4	23	0
31/03/06		£663	£650	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£610	£590	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£549	£552	£-3	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: 5%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 6 months
Net Current Assets/Spending: 6 months
Quick Ratio: 12.6

Asset Split ?

Balance Sheet History

Established: 29 years

www.asist.co.uk

Cathy.Jones@asist.co.uk

01782845584

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who supports 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
DCMS - DCMS VSCE CMC Covid Funding
£5,572	01/10/2020	"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."
Lloyds Bank Foundation - Grant to Asist Advocacy Service
£29,509	21/05/2020 12	One year core funding to support Asist Advocacy Service to sustain their work to support work addressing Learning Disabilities Complex Social Issue (CSI) during COVID19

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 53-78

BARBARA MARTIN Appointed: 2021, Occupation: Accountant

JEREMY BOUGHEY Appointed: 2023, Occupation: Counselor

KEVIN DAY Appointed: 2019, Occupation: Mature Student

MARK STEVEN GRAINGER ASHTON Appointed: 1995, Occupation: Financial Controller

MICHAEL CREEK Appointed: 2015, Occupation: Retired

SUSAN CHERYL READ (Chair) Appointed: 2010, Occupation: Trustee

STEPHEN GRAY Appointed: 2023, Occupation: Councillor

Legal constitution

Charitable company registered in England & Wales on 19/07/1995, number: 1048075
Registered at Companies House on 14/06/1995, number: 03068125

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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; AR23: 40 days late, AR20: 4 days late, AR13: 1 days late,

Main office

WINTON HOUSE
STOKE ROAD
STOKE ON TRENT
ST4 2RW

Objectives

THE HELP AND RELIEF OF THE SICK, PEOPLE WITH A MENTAL OR PHYSICAL DISABILITY, THE DISABLED AND OLD PEOPLE AND SUCH OTHER PEOPLE NEEDING HELP FROM THE EFFECTS OF THEIR DISABILITIES BY ENABLING THEM ALL TO HAVE ACCESS TO A PERSONAL ADVOCATE TO ASSIST THEM IN ARTICULATING THEIR NEEDS AND RESPONSES WHEN FACED WITH SUCH AGENCIES AS SOCIAL SERVICES, HEALTH, SOCIAL SECURITY, LOCAL AUTHORITIES, GOVERNMENT DEPARTMENTS AND OTHERS OF A SIMILAR NATURE.

Defined Area of Benefit:

THROUGHOUT ENGLAND AND WALES