Finance Score: 1

Governance Score: 3

Support Score: 3

Poor Liquidity: -1
Strong growth: +2

Good trustee age range: +3

Grant maker support: +3

Overall GiG Score: 7

COMMUNITY ENERGY PLUS

Through our research, direct action and promotion of sustainable energy use and renewable power generation, we are working to lessen the impacts of climate change, relieve poverty and improve health outcomes. In better understanding existing energy use, our activities benefit the communities we work with, as they learn to conserve and reduce demand and prepare for future energy challenges

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 26 years

www.cep.org.uk

tim@cep.org.uk

01872245566

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
31/03/23	£2,204	£2,147	£57	£0	£403	£351	2	21
31/03/22	£1,252	£1,105	£147	£0	£346	£283	3.1	16
31/03/21	£619	£582	£37	£0	£199	£175	3.6	10
31/03/20	£478	£451	£26	n/a	n/a	n/a	n/a	n/a
31/03/19	£423	£384	£39	n/a	n/a	n/a	n/a	n/a
31/03/18	£293	£315	£-22	£0	£0	£0	n/a	0
31/03/17	£339	£536	£-196	£0	£0	£0	n/a	0
31/03/16	£345	£550	£-204	£0	£0	£0	n/a	0
31/03/15	£517	£859	£-342	£13	£515	£479	6.7	17
31/03/14	£606	£1,139	£-533	£13	£859	£821	8.7	19
31/03/13	£1,387	£1,460	£-73	£11	£1,392	£1,271	10.4	18
31/03/12	£2,122	£1,614	£507	£8	£1,465	£1,413	10.5	23
31/03/11	£2,534	£2,308	£225	£13	£958	£950	4.9	24
31/03/10	£2,276	£3,105	£-828	£12	£733	£728	2.8	30
31/03/09	£3,012	£3,131	£-120	£10	£1,561	£1,555	6	36
31/03/08	£3,235	£2,490	£746	£8	£1,680	£1,651	8	32
31/03/07	£2,046	£1,636	£410	£5	£935	£848	6.2	19
31/03/06	£1,857	£1,693	£163	£0	£0	£0	n/a	0
31/03/05	£1,154	£934	£221	£0	£0	£0	n/a	0
31/03/04	£551	£638	£-87	£0	£0	£0	n/a	0

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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: 29%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.6

Asset Split ?

What it does

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

Who works here?

21 employees

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Cornwall, Devon,

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
National Lottery Community Fund - Energywise
£318,339	04/10/2017 36	This project aims to improve people’s resilience to fuel poverty. It will provide specialist advice and support to reduce energy costs and maintain healthy indoor temperatures and humidity levels. ....more This project aims to improve people’s resilience to fuel poverty. It will provide specialist advice and support to reduce energy costs and maintain healthy indoor temperatures and humidity levels. The project aims to help people develop skills in household energy management and allow access to services and funding to make their homes healthier and more affordable to run.
Friends Provident Foundation - Community Energy Plus - Low Carbon Community Heat
£99,500	14/06/2017	The project will develop, test and promote a new business model for increasing the accessibility and benefits of low carbon heat in rural communities. It will focus on heat pumps as the main low ....more The project will develop, test and promote a new business model for increasing the accessibility and benefits of low carbon heat in rural communities. It will focus on heat pumps as the main low carbon heat solution for off-gas communities and how issues around affordability, social inclusion and fuel poverty can be addressed through business models involving collective ownership, collective procurement and the establishment of local revolving funds. A pilot community-owned heat pump test case project will be implemented to prove the business case needed to stimulate wider roll out and support the community energy sector to transition into the heat market.
National Lottery Community Fund - Smarter Warmth for Dementia Care
£9,908	03/05/2017 12	This funding will be used to conduct research into the potential for wearable technology, to provide alert systems for the effects of cold and damp homes on people living with dementia. This will ....more This funding will be used to conduct research into the potential for wearable technology, to provide alert systems for the effects of cold and damp homes on people living with dementia. This will enable earlier interventions to avoid health problems.
National Lottery Community Fund - Community Energy Trust
£10,000	23/02/2012 12	This is one of 30 communities across England receiving development funding through the Communities Living Sustainably programme to help jump start detailed planning for more sustainable living. They ....more This is one of 30 communities across England receiving development funding through the Communities Living Sustainably programme to help jump start detailed planning for more sustainable living. They will work in partnership with local people, councils, schools, businesses, and voluntary groups to draw up detailed plans for how their community can become greener. In summer 2012 ten of the communities will receive up to Â£1 million to deliver their ideas and help share the learning with other communities.
National Lottery Community Fund - Warm Me Up!
£430,388	13/07/2011 48	This project is aimed at empowering vulnerable people to gain full access to the range of support and advice available to reduce energy bills and access energy efficiency measures. Covering Cornwall ....more This project is aimed at empowering vulnerable people to gain full access to the range of support and advice available to reduce energy bills and access energy efficiency measures. Covering Cornwall and the Isles of Scilly, the project will offer face-to-face assessment and advice through home visits, advice surgeries, a free-phone help-line and community events to raise awareness of the complete range of support and solutions available from the multiple providers in an effort to overcome fuel poverty._x000B_

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-76

AMANDA SHEILA BROOKMAN Appointed: 2021, Occupation: Social Entreprenuer

HOWARD JAMES RICHARDS Appointed: 2013, Occupation: Retired Local Government Officer

JUSTIN LEE BUTT Appointed: 2015, Occupation: Solicitor

NEIL HARTWELL (Chair) Appointed: 2010, Occupation: Self Employed Jeweller

STEVEN MARK WEBB Appointed: 2019, Occupation: Self Employed

Legal constitution

Charitable company registered in England & Wales on 01/04/1998, number: 1068990
Registered at Companies House on 24/03/1998, number: 03533571

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
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

Filing Record

20 returns made; all on time

Main office

Suite C, Milestone House
Glenthorne Court
Truro Business Park, Threemilestone
TRURO
Cornwall
TR4 9NY

Objectives

A) TO ADVANCE THE EDUCATION OF THE PUBLIC IN ENERGY CONSERVATION AND EFFICIENCY;B) THE CONSERVATION OF THE ENVIRONMENT THROUGH THE PROMOTION OF ENERGY EFFICIENCY AND RENEWABLE ENERGY ;C) TO CONDUCT RESEARCH RELATING TO THE UTILISATION OF ENERGY CONSERVATION PRACTICES AND TECHNOLOGIES AND MAKING AVAILABLE THE USEFUL RESULTS OF SUCH RESEARCH TO THE PUBLIC

Defined Area of Benefit:

NOT DEFINED

Data Sources