Finance Score: 0

Governance Score: 6

Support Score: 4

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 10

COMMUNITY ACCOUNTING PLUS

C A Plus supports charities and other voluntary sector organisations to manage themselves well, primarily through the provisions of training, advice and services in accounts, payroll and bookkeeping. It is one of a number of community accounting services across the country

Analysis by Giving is Great

Positives:

Spending has increased 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
This charity only provides its support via other charities

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	£591	£574	£17	£0	£235	£228	4.8	14
31/03/22	£547	£520	£27	£0	£218	£218	5	13
31/03/21	£547	£513	£34	£0	£191	£191	4.5	13
31/03/20	£446	£464	£-18	n/a	n/a	n/a	n/a	n/a
31/03/19	£443	£409	£34	n/a	n/a	n/a	n/a	n/a
31/03/18	£411	£402	£9	£0	£0	£0	n/a	0
31/03/17	£393	£411	£-18	£0	£0	£0	n/a	0
31/03/16	£371	£396	£-25	£0	£0	£0	n/a	0
31/03/15	£412	£406	£6	£0	£0	£0	n/a	0
31/03/14	£388	£391	£-3	£0	£0	£0	n/a	0
31/03/13	£393	£371	£22	£0	£0	£0	n/a	0
31/03/12	£361	£368	£-7	£0	£0	£0	n/a	0
31/03/11	£357	£346	£11	£0	£0	£0	n/a	0
31/03/10	£358	£335	£23	£0	£0	£0	n/a	0
31/03/09	£324	£326	£-2	£0	£0	£0	n/a	0
31/03/08	£319	£304	£15	£0	£0	£0	n/a	0
31/03/07	£342	£343	£-1	£0	£0	£0	n/a	0
31/03/06	£342	£345	£-3	£0	£0	£0	n/a	0
31/03/05	£342	£315	£27	£0	£0	£0	n/a	0
31/03/04	£306	£308	£-2	£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: 16%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 4.8 months
Net Current Assets/Spending: 5 months
Quick Ratio: 4.8

Asset Split ?

Established: 24 years

www.caplus.org.uk

support@caplus.org.uk

01159470839

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Provides services

Where it operates

Nottinghamshire,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

14 employees

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 - Supporting Nottingham and Nottinghamshire
£26,900	20/07/2020 6	The funding will help provide support for community organisations with financial management and accounting advice tailored to address the specific challenges presented by Covid-19.
CAF - Grant to Community Accounting Plus
£4,000	30/04/2020 3	Grant to Community Accounting Plus to support the organisation through COVID19

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees:

CHRIS SKELLY Appointed: 2023

ALAN MARSHALL Appointed: 2024

BEV ANGELL

BEA GIAQUINTO Appointed: 2021

FRANCES LEAMAN Appointed: 2016

GRAHAM HEAL Appointed: 2020, Occupation: Retired

SHARON RICH Appointed: 2023, Other trusteeship: THE TRUSTHOUSE CHARITABLE FOUNDATION,

BEN TALBOT Appointed: 2023, Occupation: Community Development Manager, Other trusteeship: NOTTINGHAM LAW CENTRE LIMITED,

Legal constitution

Charity registered in England & Wales on 04/05/2000, number: 1080565

Gift Aid

NOT 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
Paying staff
Risk management
Safeguarding policy and procedures
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

Units 1 and 2
North West
41 Talbot Street
Nottingham

Objectives

“The objects of Community Accounting Plus (“the Objects”) are for the benefit of the public to:• Promote the efficiency and effectiveness of financial management within public benefit organisations by:o providing training, information and advice;o the provision of pro-active and accessible services offering practical help, advice, and support;o building the capacity of public benefit organisations, including the effective use of resources, through the sharing of information and best practice.• Advance education and training in management and administration in public benefit organisations.(“public benefit organisations” means charities (including their wholly owned subsidiaries), voluntary organisations, co-operatives, mutuals, CICs, CIOs and other forms of social enterprises)

Defined Area of Benefit:

NOT DEFINED

Data Sources