Finance Score: 6

Governance Score: 2

Support Score: 1

Good reserves management: +3
Fundraising costs low: +3

Only 4 Trustees: -1
Good trustee age range: +3

Grant maker support: +1

Overall GiG Score: 9

VALLEY HOUSE

offering support and/or accommodation appropriate to individuals' needs within the Coventry and the surrounding area who are homeless; motivating people to re-engage with educational opportunities; and providing quality services for children in partnership with parents.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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

Regulatory & Governance issues to consider:

There are only 4 trustees

Established: 25 years

www.valleyhouse.org.uk

info@valleyhouse.org.uk

02476266280

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	Volun- teers
31/03/23	*	£1,646	£1,613	£33	£13	£1,649	£1,169	8.7	48	8
31/03/22		£1,654	£1,579	£75	£0	£1,627	£1,133	8.6	48	5
31/03/21		£1,559	£1,492	£67	£1	£1,486	£977	7.9	52	9
31/03/20		£1,432	£1,480	£-48	£0	£1,308	£784	6.4	53	11
31/03/19		£1,514	£1,569	£-55	£0	£1,355	£812	6.2	57	6
31/03/18		£1,874	£1,753	£121	£45	£1,732	£787	5.4	65	0
31/03/17		£1,978	£2,034	£-56	£31	£1,593	£1,111	6.6	74	0
31/03/16		£2,207	£2,275	£-68	£53	£1,585	£1,094	5.8	77	0
31/03/15		£1,854	£1,842	£12	£51	£1,656	£1,124	7.3	47	0
31/03/14		£1,599	£1,549	£50	£56	£1,610	£1,080	8.4	40	0
31/03/13		£1,534	£1,475	£58	£16	£1,425	£881	7.2	32	0
31/03/12		£1,486	£1,403	£84	£14	£1,366	£814	7	32	0
31/03/11		£1,517	£1,488	£29	£13	£1,282	£703	5.7	33	0
31/03/10		£1,486	£1,395	£90	£13	£1,253	£638	5.5	27	0
31/03/09		£1,592	£1,565	£27	£9	£1,136	£546	4.2	36	0
31/03/08		£1,485	£1,469	£16	£9	£1,109	£521	4.3	39	0
31/03/07		£1,561	£1,385	£177	£9	£1,093	£436	3.8	34	0
31/03/06		£1,568	£1,398	£170	£0	£0	£0	n/a	0	0
31/03/05	*	£1,525	£1,448	£76	£0	£0	£0	n/a	0	0
31/03/04	*	£1,369	£1,299	£70	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.8%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 62%
Liabilities/Income: 165%
Unrestricted Funds/Total Funds: 71%
Reserves/Spending: 8.7 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.1

Asset Split ?

Listed activities

Accommodation/Housing
Education/Training

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Coventry City,

Who it helps

Children/Young People
Other Defined Groups
People With Disabilities

Who works here?

48 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
Heart Of England Community Foundation - Grant to Valley House
£3,000	30/08/2018	Grant to Valley House
National Lottery Community Fund - HYÂ² - Helping You Help Yourself
£284,126	18/05/2016 36	This project will provide a free of charge service to vulnerable young people aged over 16 and in crisis, particularly those from the BAMER communities. Advice, guidance and support using a range of ....more This project will provide a free of charge service to vulnerable young people aged over 16 and in crisis, particularly those from the BAMER communities. Advice, guidance and support using a range of counselling and psychotherapy techniques, will be available in person, by phone or via social media.
National Lottery Community Fund - The Whole Shabang (TWS)
£295,233	03/11/2014 36	Not Available
National Lottery Community Fund - Helping You Help Yourself 'HY2'
£229,303	15/08/2012 36	This development of an existing service for Valley House in North West Coventry will extend the current support provision to deliver pre and post counselling support, drop-in sessions, on-line and ....more This development of an existing service for Valley House in North West Coventry will extend the current support provision to deliver pre and post counselling support, drop-in sessions, on-line and telephone counselling and guidance, advice and information. This will coordinate in depth emotional and psychological support for those with deep-seated complex needs including multiples of isolation, mental ill health, drug/substance misuse, domestic violence, family breakdown or homelessness._x000B_
Henry Smith Charity - Grant to Valley House
£106,500	14/03/2012 36	towards three years' continuation funding of the Counselling Co-ordinator at an organisation that provides support to disadvantaged people in Coventry

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-80

BARRY PETER WHITTINGTON Appointed: 2017, Occupation: Retired

ELIZABETH ANN MAFFEY Appointed: 2023, Occupation: Director

MARK STEPHEN PEARCE Appointed: 2023

ROY SMITH Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 05/03/1999, number: 1074539
Registered at Companies House on 06/07/1998, number: 03593394

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

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
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 8 days late, AR05: 60 days late, AR04: 1 days late,

Main office

55-57 BELL GREEN ROAD
COVENTRY
CV6 7GQ

Objectives

TO OFFER SUPPORT AND/OR ACCOMMODATION APPROPRIATE TO THE NEEDS OF INDIVIDUALS WITHIN THE CITY OF COVENTRY AND THE SURROUNDING AREA WHO ARE HOMELESS, WITH THE AIM OF ENABLING THEM TO MOVE INTO AND SUSTAIN THEIR OWN ACCOMMODATION.TO SUPPORT AND MOTIVATE PEOPLE TO RE-ENGAGE WITH EDUCATIONAL OPPORTUNITIES THAT WILL ALLOW THEM TO DEVELOP THEIR POTENTIAL AND HAVE MORE LIFE CHOICES AND THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE.TO PROVIDE QUALITY SERVICES FOR THE ADVANCEMENT OF THE LIVES OF CHILDREN IN PARTNERSHIP WITH THEIR PARENTS, TO ENABLE CHILDREN AND YOUNG PEOPLE TO DEVELOP THEIR PHYSICAL AND MENTAL CAPACITIES SO THAT THEY MAY ACHIEVE THEIR POTENTIAL AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THEIR CONDITIONS OF LIFE MAY IMPROVE

Defined Area of Benefit:

CITY OF COVENTRY

Data Sources