Finance Score: -1

Governance Score: 9

Support Score: 9

Low unrestricted reserves: -2
Reasonable growth: +1

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

Grant maker support: +9

Overall GiG Score: 17

INVOLVE NORTHWEST

Wirral Health Related Benefits Service / Debt adviceReachout EmploymentConnectUsDomestic Abuse servicesCommunity Hub

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 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:

Unrestricted reserves appear to be dangerously low at the latest year end

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		£3,548	£3,270	£277	£0	£1,501	£678	2.5	82	12
31/03/22		£3,176	£2,811	£365	£0	£1,223	£646	2.8	84	20
31/03/21		£2,393	£2,128	£265	£0	£858	£594	3.3	63	14
31/03/20		£1,972	£1,940	£31	£0	£594	£526	3.3	60	25
31/03/19		£2,199	£2,195	£4	£0	£562	£529	2.9	57	28
31/03/18		£2,064	£2,035	£29	£0	£558	£448	2.6	55	0
31/03/17		£1,616	£1,675	£-58	£0	£529	£473	3.4	41	0
31/03/16		£1,743	£1,435	£308	£0	£587	£529	4.4	38	0
31/03/15	*	£1,202	£1,184	£18	£24	£323	£172	1.7	30	0
31/03/14		£1,133	£1,127	£6	£11	£305	£214	2.3	24	0
31/03/13		£1,285	£1,336	£-51	£5	£379	£177	1.6	19	0
31/03/12		£1,439	£1,431	£8	£5	£430	£96	0.8	34	0
31/03/11		£1,139	£1,092	£48	£5	£422	£331	3.6	36	0
31/03/10	*	£973	£1,013	£-41	£5	£375	£92	1.1	32	0
31/03/09	*	£991	£929	£62	£6	£415	£113	1.5	33	0
31/03/08	*	£735	£705	£31	£18	£353	£378	6.4	27	0
31/03/07	*	£590	£596	£-6	£76	£233	£7	0.1	20	0
31/03/06	*	£441	£380	£61	£0	£0	£0	n/a	0	0
31/03/05	*	£285	£258	£27	£0	£0	£0	n/a	0	0
31/03/04	*	£231	£202	£29	£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: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 22%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 45%
Reserves/Spending: 2.5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.5

Asset Split ?

Established: 28 years

www.involvenorthwest.org.uk

Phil.wells@involvenorthwest.org.uk

01516444500

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Other individual and family services

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides other finance
Provides services

Where it operates

Cheshire West & Chester, Knowsley, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

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

Who works here?

82 employees
12 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	£803,486
Community Foundations for Lancashire & Merseyside	£27,462
DCMS	£12,000
Co-Operative Group	£2,522

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Involve Northwest
£2,522	21/10/2023	We would like to expand our food charity shop by offering a wider variety of food hampers. We would also like to be able to offer slow cookers for families.
National Lottery Community Fund - The Lighthouse Centre.
£351,664	17/03/2023	This funding will support Involve Northwest to provide support to women and children in Wirral from their Lighthouse Centre who are experiencing domestic abuse. The project aims to provide open-door ....more This funding will support Involve Northwest to provide support to women and children in Wirral from their Lighthouse Centre who are experiencing domestic abuse. The project aims to provide open-door drop-in support to enable women and children to improve their safety mental health and access to wider support network.
National Lottery Community Fund - The Community Hub
£10,000	28/07/2022	The funding will be used to add a part time post to our community hub. The project aims to support more people with free food winter packs and slow cookers this will mean that families can feed ....more The funding will be used to add a part time post to our community hub. The project aims to support more people with free food winter packs and slow cookers this will mean that families can feed themselves using the food provided and have a hot meal using a slow cooker as this is much more economical to use.
Community Foundations for Lancashire & Merseyside - Family Connector
£27,462	04/05/2022	The funding will be used to cover the cost of 1 family connector for 2 days per week, small grants funding - spark fund, volunteering opportunities for community members and office space.
DCMS - Coronavirus Community Support Fund
£12,000	26/08/2020	"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."
National Lottery Community Fund - Community Hub
£9,700	23/03/2020 11	The project will create a community hub for vulnerable people to receive support and take part in activities. This will enable them to have access to advice and support as well as socialise.
National Lottery Community Fund - WIRRAL WELFARE & DEBT SERVICE
£432,122	17/10/2019 59	WIRRAL WELFARE & DEBT SERVICE
National Lottery Community Fund - Involve Northwest Benefits Advice Service
£449,739	27/07/2016 36	This is an expansion of an existing service that provides welfare benefits and debt advice to those living in Wirral. Through the project, beneficiaries will have access to one-to-one support to help ....more This is an expansion of an existing service that provides welfare benefits and debt advice to those living in Wirral. Through the project, beneficiaries will have access to one-to-one support to help with action planning, applications and tribunal/court representation at benefit appeals, particularly for vulnerable people. In addition the project will run 14 advice outreach services per week.
John Moores Foundation - Grant to Involve Northwest (previously Tranmere Alliance)
£5,000	01/06/2016	Towards running costs of the Leapfrog programme
Henry Smith Charity - Grant to Involve Northwest
£1,630	10/06/2014 24	towards a two-night trip to an outdoor education centre in Wales for disadvantaged children from the Wirral
Sport England - Innov8 Basketball Academy
£5,270	31/07/2013	Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Innov8 Basketball Academy'. This project is a Basketball project, with a focus on younger beneficiaries.
National Lottery Community Fund - INVOLVE NORTHWEST INDEPENDENT ADVICE CENTRE
£303,175	13/12/2012 36	This is a development and expansion of an existing project delivered by Involve Northwest (INW) from their advice centre in Tranmere. The aim of the project is to provide free independent advice and ....more This is a development and expansion of an existing project delivered by Involve Northwest (INW) from their advice centre in Tranmere. The aim of the project is to provide free independent advice and assistance to all on the Wirral on a range of issues from welfare benefits to help with debt.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-75

ALAN BARR Appointed: 2021, Occupation: Director

ANDREW WALKER WRIGHT Appointed: 2023, Occupation: Management Consultant

DEBRA GILLIAN BLACK Appointed: 2023, Occupation: Lawyer

MELANIE O'CONNOR Appointed: 2021, Occupation: Company Director

DAVID CHEYNE Appointed: 2007, Occupation: Retired

GREG DORAN Appointed: 2014, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 12/07/1996, number: 1056777
Registered at Companies House on 14/06/1996, number: 03212268

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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
Volunteer management

Filing Record

20 returns made; AR15: 32 days late, AR10: 137 days late, AR09: 35 days late, AR08: 5 days late, AR07: 51 days late, AR06: 1 days late, AR05: 1 days late, AR04: 1 days late,

Main office

334 New Chester Road
Birkenhead
WIRRAL
CH42 1LE

Objectives

TO BENEFIT THE INHABITANTS OF THE NORTHWEST BY THE PROMOTION OF SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

NORTHWEST

Data Sources