Finance Score: -1
Governance Score: 6
Support Score: 8
  • Low unrestricted reserves: -2
  • Reasonable growth: +1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +8
Overall GiG Score: 13 ?

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 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 £k
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£6782.58212
31/03/22£3,176£2,811£365£0£1,223£6462.88420
31/03/21£2,393£2,128£265£0£858£5943.36314
31/03/20£1,972£1,940£31£0£594£5263.36025
31/03/19£2,199£2,195£4£0£562£5292.95728
31/03/18£2,064£2,035£29£0£558£4482.6550
31/03/17£1,616£1,675£-58£0£529£4733.4410
31/03/16£1,743£1,435£308£0£587£5294.4380
31/03/15*£1,202£1,184£18£24£323£1721.7300
31/03/14£1,133£1,127£6£11£305£2142.3240
31/03/13£1,285£1,336£-51£5£379£1771.6190
31/03/12£1,439£1,431£8£5£430£960.8340
31/03/11£1,139£1,092£48£5£422£3313.6360
31/03/10*£973£1,013£-41£5£375£921.1320
31/03/09*£991£929£62£6£415£1131.5330
31/03/08*£735£705£31£18£353£3786.4270
31/03/07*£590£596£-6£76£233£70.1200
31/03/06*£441£380£61n/an/an/an/an/an/a
31/03/05*£285£258£27n/an/an/an/an/an/a
31/03/04*£231£202£29n/an/an/an/an/an/a

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 ?
Balance Sheet History
Established: 28 years

www.involvenorthwest.org.uk

Phil.wells@involvenorthwest.org.uk

01516444500

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Other welfare 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 supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£371,364
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 drop-in support to enable women and children to ....more
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 themselves using the food provided and have a hot meal ....more
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 operate, thereby reducing the burden on public ....more
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 with action planning, applications and ....more
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 assistance to all on the Wirral on a range of ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 50-76
  • ALAN BARR Appointed: 2021, Occupation: Director
  • ANDREW WALKER WRIGHT Appointed: 2023, Occupation: Management Consultant
  • DAVID CHEYNE Appointed: 2007, Occupation: Retired
  • DEBRA GILLIAN BLACK Appointed: 2023, Occupation: Lawyer
  • GREG DORAN Appointed: 2014, Occupation: Director
  • MELANIE O'CONNOR Appointed: 2021, Occupation: Company 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

Charity Commission for England and Wales
360 Giving

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