Finance Score: 2

Governance Score: 6

Support Score: 0

Strong growth: +2

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

No supporters identified

Overall GiG Score: 8

SUTTON MENTAL HEALTH FOUNDATION CHARITY COMPANY

Sutton Mental Health Foundation provides:- A drop-in for people with mental health problems living independently in the London Borough of Sutton to find friendship and support in a relaxed and unstructured atmosphere- Peer Support and Recovery training- Welfare and benefits advice- Basic skills computer training

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 and dynamic in terms of composition

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
29/03/23		£668	£592	£76	£0	£848	£672	13.6	20	7
29/03/22?		£650	£521	£129	£0	£773	£671	15.5	15	12
30/09/20	*	£240	£210	£30	n/a	n/a	n/a	n/a	n/a	10
30/09/19		£201	£203	£-2	n/a	n/a	n/a	n/a	n/a	20
30/09/18		£213	£190	£24	£0	£0	£0	n/a	0	5
30/09/17		£207	£237	£-31	£0	£0	£0	n/a	0	0
30/09/16		£261	£284	£-23	£0	£0	£0	n/a	0	0
30/09/15		£265	£265	£0	£0	£0	£0	n/a	0	0
30/09/14		£281	£239	£42	£0	£0	£0	n/a	0	0
30/09/13		£245	£247	£-2	£0	£0	£0	n/a	0	0
30/09/12		£254	£259	£-5	£0	£0	£0	n/a	0	0
30/09/11		£553	£237	£316	£2	£592	£497	25.1	12	0
30/09/10	*	£294	£236	£58	£0	£0	£0	n/a	0	0
30/09/09		£230	£223	£7	£0	£0	£0	n/a	0	0
30/09/08	*	£185	£222	£-38	£0	£0	£0	n/a	0	0
30/09/07		£149	£169	£-19	£0	£0	£0	n/a	0	0
30/09/06		£150	£163	£-14	£0	£0	£0	n/a	0	0
30/09/05		£175	£155	£20	£0	£0	£0	n/a	0	0
30/09/04		£213	£207	£6	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 13%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 79%
Reserves/Spending: 13.6 months
Net Current Assets/Spending: 10 months
Quick Ratio: 4.5

Asset Split ?

Established: 26 years

www.smhf.org.uk

admin@smhf.org.uk

02087700172

Charity Commission for England and Wales

Tweets

Listed activities

Disability

GiG Classification

Mental health and addiction

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Sutton,

Who it helps

People With Disabilities

Who works here?

20 employees
7 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 44-75

DOMINIKA SKWAREK Appointed: 2021, Occupation: Egulatory Performance Officer & Project Support Of

STEVE OFORI Appointed: 2021, Occupation: Accountant

HEATHER VERNON Appointed: 2020, Occupation: Charity Administrator

NAOMI KENNY Appointed: 2018, Occupation: Teacher

PETER THOMAS (Chair) Appointed: 2017, Occupation: Physiotherapist

Legal constitution

Charitable company registered in England & Wales on 05/06/1998, number: 1069945
Registered at Companies House on 20/04/1998, number: 03549053

Gift Aid

Registered with HMRC for Gift Aid

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
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

19 returns made; AR20: 3 days late, AR10: 11 days late, AR08: 9 days late,

Main office

63 DOWNS ROAD
SUTTON
SM2 5NR

Objectives

(1) TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF PEOPLE WITH MENTAL HEALTH PROBLEMS AND THEIR CARERS RESIDENT IN THE LONDON BOROUGH OF SUTTON, IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, BY PROVIDING FACILITIES FOR RECREATION OR OTHER LEISURE-TIME OCCUPATION IN THE INTEREST OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; (2) FOR OTHER CHARITABLE PURPOSES AS THE TRUSTEES, IN THEIR DISCRETION SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

LONDON BOROUGH OF SUTTON

Data Sources