Finance Score: 2

Governance Score: 9

Support Score: 1

Spending falling: -1
Fundraising costs low: +3

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

Grant maker support: +1

Overall GiG Score: 12

RELATE BIRMINGHAM

Relate Birmingham is a local charity covering Birmingham, Solihull, Sandwell, Walsall, Wolverhampton, Dudley and South Staffordshire. We offer counselling for individuals, couples, families and young people to help them cope with pressures that lead to relationship breakdown and make positive changes in a confidential environment. We also offer sex therapy, lifeskills, training and mediation.

Analysis by Giving is Great

Positives:

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 age and gender and 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 issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period

Established: 28 years

www.relatebirmingham.co.uk

info@relatebirmingham.co.uk

01216431638

Charity Commission for England and Wales

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		£603	£499	£104	£12	£835	£437	10.5	36	8
31/03/22		£426	£414	£12	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£670	£572	£97	£23	£719	£316	6.6	26	9
31/03/20		£727	£778	£-51	£67	£622	£216	3.3	49	8
31/03/19		£700	£710	£-10	£73	£667	£258	4.4	55	6
31/03/18		£727	£725	£1	£63	£676	£201	3.3	46	0
31/03/17		£587	£625	£-38	£63	£662	£249	4.8	48	0
31/03/16		£575	£605	£-30	£54	£700	£284	5.6	50	0
31/03/15		£874	£674	£200	£19	£730	£295	5.3	25	0
31/03/14		£549	£527	£22	£17	£459	£263	6	30	0
31/03/13		£421	£435	£-14	£0	£0	£0	n/a	0	0
31/03/12		£400	£397	£3	£0	£0	£0	n/a	0	0
31/03/11		£399	£393	£7	£0	£0	£0	n/a	0	0
31/03/10		£439	£414	£25	£0	£0	£0	n/a	0	0
31/03/09		£346	£305	£40	£0	£0	£0	n/a	0	0
31/03/08		£283	£277	£6	£0	£0	£0	n/a	0	0
31/03/07		£227	£230	£-3	£0	£0	£0	n/a	0	0
31/03/06	*	£206	£218	£-12	£0	£0	£0	n/a	0	0
31/03/05		£216	£218	£-2	£0	£0	£0	n/a	0	0
31/03/04	*	£229	£202	£27	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 2.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 23%
Liabilities/Income: 41%
Unrestricted Funds/Total Funds: 52%
Reserves/Spending: 10.5 months
Net Current Assets/Spending: 10 months
Quick Ratio: 2.1

Asset Split ?

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Birmingham City, Dudley, Sandwell, Solihull, Staffordshire, Walsall, Wolverhampton,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

36 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.

Specific Donations

Amount	When Months	To be used for
BBC Children in Need - Grant to Relate Birmingham
£119,138	23/10/2018 36	This project will provide 121 and family counselling to support children experiencing a range of difficulties.. The project aims to build confidence, improve communication skills and enable children ....more This project will provide 121 and family counselling to support children experiencing a range of difficulties.. The project aims to build confidence, improve communication skills and enable children to learn coping skills.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 33-77

ANDY LEE Appointed: 2015, Occupation: Regional Manager

AYOLA BECKFORD Appointed: 2023, Occupation: Marketing & Communications Manager

CHRISTOPHER PRICE Appointed: 2023, Occupation: Digital Director

ELIZABETH WYATT Appointed: 2012, Occupation: Partner - Solicitors

EBONY FINDLEY Appointed: 2023, Occupation: Compliance Assistant

MALCOLM PEARSON Appointed: 2018, Occupation: Retired Sales Director, Other trusteeship: RELATE,

MATTHEW BOOTON Appointed: 2018, Occupation: Independent Financial Adviser

PAM DHANDA Appointed: 2015, Occupation: District Commissioning Officer

PARMINDER GORAY Appointed: 2023, Occupation: Business Analyst

Legal constitution

Charitable company registered in England & Wales on 21/03/1996, number: 1053946
Registered at Companies House on 15/03/1996, number: 03174040

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR06: 39 days late, AR04: 32 days late,

Main office

RELATE BIRMINGHAM
111 BISHOPSGATE STREET
BIRMINGHAM
B15 1ET

Objectives

1)TO EDUCATE THE PUBLIC CONCERNING THE BENEFITS OF SECURE COUPLE RELATIONSHIPS, MARRIAGE AND FAMILY LIFE IN ORDER TO IMPROVE THE EMOTIONAL, SEXUAL AND SPIRITUAL WELL-BEING OF INDIVIDUALS WHICH IS DERIVED FROM COMMITTED RELATIONSHIPS. 2)TO PROMOTE RESEARCH INTO ALL ASPECTS OF COUPLE RELATIONSHIPS AND MARRIAGE AND TO MAKE THE RESULTS AVAILABLE TO THE PUBLIC. 3)TO SEEK TO ENHANCE THE GOOD HEALTH, BOTH MENTAL AND PHYSICAL, OF ADULTS AND CHILDREN BY INCREASING PUBLIC AWARENESS OF THE BENEFIT OF COMMITTED COUPLE RELATIONSHIPS, MARRIAGE AND FAMILY LIFE, AND WORKING TO PREVENT POVERTY HARDSHIP AND DISTRESS CAUSED BY THE BREAKDOWN OF SUCH RELATIONSHIPS.

Defined Area of Benefit:

BIRMINGHAM SUTTON COLDFIELD AND SOLIHULL

Data Sources