Overall GiG Score: 19 ?
Finance Score: 2
Governance Score: 6
Support Score: 11
  • Reasonable growth: +1
  • Deficit latest year: -2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +11

METHODIST HOMES 

Methodist Homes is a charity providing care, accommodation and support services for older people throughout Britain. We are one of the largest charitable care providers in the sector and amongst the largest charities in Britain, providing services to 15,000 older people for nearly 70 years.
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
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government and a Community Foundation
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

  • Income was significantly lower than spending in the latest year
Established: 23 years

www.mha.org.uk

enquiries@mha.org.uk

01332 222313

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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£268,825£386,245£-117,420£741£231,715£207,4626.45,5103,000
31/03/22£251,089£233,003£18,086£647£346,232£320,82116.55,5953,200
31/03/21£242,998£236,811£6,187£672£308,289£283,09714.36,0613,750
31/03/20£251,238£236,164£15,074£714£302,528£277,17314.16,0164,250
31/03/19£245,759£235,980£9,779£497£286,890£261,61813.35,7404,105
31/03/18£229,430£213,469£15,961£581£276,992£250,75814.15,8030
31/03/17£207,089£194,808£12,281£563£253,528£225,78813.96,0070
31/03/16£191,468£184,141£7,327£417£244,198£216,95214.16,0530
31/03/15£179,826£174,171£5,655£712£235,752£209,31014.46,2070
31/03/14*£196,500£185,701£10,799£1,210£233,059£207,36413.45,5590
31/03/13£179,697£168,660£11,037£1,209£224,513£200,17314.24,3900
31/03/12£153,743£140,756£12,987£1,359£152,541£129,162114,0750
31/03/11£107,399£98,301£9,098£1,345£139,119£116,21414.23,1410
31/03/10£111,125£98,204£12,921£1,258£129,835£109,39813.42,9090
31/03/09£99,298£86,697£12,601£1,343£116,212£97,37013.52,7950
31/03/08£88,458£77,347£11,111£1,298£104,251£87,80913.62,4860
31/03/07£73,885£63,667£10,218£1,154£93,140£76,59014.42,2250
31/03/06£68,729£61,688£7,041£0£0£0n/a00
31/03/05£52,662£46,096£6,566£0£0£0n/a00
31/03/04£45,529£40,092£5,437£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 42%
Liabilities/Income: 63%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 6.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2
Asset Split ?
What it does
  • Accommodation/Housing
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 5,510 employees
  • 3,000 volunteers
Who it helps
  • Elderly/Old People
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Throughout England And Wales,

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.

Major supporters in last 5 years
National Lottery Community Fund£254,263
Leeds Community Foundation£128,381
Cheshire Community Foundation£75,570
Garfield Weston Foundation£50,000
Specific Donations
Amount When
Months
To be used for
Leeds Community Foundation - Penny Lane
£3,000 30/10/2023
Grant to MHA Communities Pudsey
Leeds Community Foundation - Winter Wellness Kits
£2,829 30/10/2023
Grant to MHA Communities – Rothwell & District
Co-Operative Group - Grant to MHA Communities Gosport & Fareham
£2,362 21/10/2023
We would like to buy food, pay for entertainment or activities and volunteer expenses, to keep our two weekly lunch clubs running for the next year.
Co-Operative Group - Grant to MHA West Notts
£1,666 21/10/2023
We'd like to set up local community groups with an emphasis on sport, and improving older people's health and wellbeing. This structured activity will have a social group attached to reduce isolation.
Co-Operative Group - Grant to MHA Communities Southampton
£1,301 21/10/2023
We would like to provide a monthly lunch club ensuring participants get a hot, balanced and freshly prepared dinner while also getting that all important social contact with others.
Co-Operative Group - Grant to MHA Communities Basingstoke and East Hampshire
£1,033 21/10/2023
We would like to support the running costs of the MHA Communities groups. We help older people to live later life well through our activities and services, and support mental and physical wellbeing.
Co-Operative Group - Grant to MHA Communities South London
£1,904 21/10/2023
We want to buy material and resources to develop our volunteer-led kitchen garden, provide affordable lunches to vulnerable older people, and improve our kitchen facility with ad-hoc equipment.
Co-Operative Group - Grant to Better Together Friendship Group
£1,184 21/10/2023
We would use funding to buy arts, crafts and games for our activities. We would also fund a minibus, posters, refreshments and instructors.
Co-Operative Group - Grant to Dementia Friendly Services
£3,017 21/10/2023
We would like to provide services and activities for people living with dementia, their families and carers. We help them to manage their condition and continue to have meaningful experiences.
Co-Operative Group - Grant to MHA Communities Portsmouth & Havant
£1,027 21/10/2023
We'd like to pay for a venue, hire a fitness instructor, and provide refreshments for a weekly social activity for older people to increase their physical and mental wellbeing.
Birmingham City Council - MHA Communities South & West
£9,615 30/08/2023
Befriending Service in Northfield
Sir George Martin Trust - Grant to MHA Communities Huddersfield & District
£3,000 29/06/2023
Core costs for Older People's Welfare
Leeds Community Foundation - St Andrew's Luncheon Club
£2,323 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Breakfast Buddies
£2,032 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Souper Monday Lunch Club
£1,742 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Cottingley Lunch Club
£1,742 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Hunslet Lunch Club
£2,032 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - St Mary's Lunch Club
£2,032 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Farsley Lunch Club
£2,032 25/04/2023
Grant to MHA Communities Farsley
Leeds Community Foundation - East Ardsley lunch Club
£2,032 25/04/2023
Grant to MHA Communities South Leeds
Leeds Community Foundation - Brunch Club
£1,742 25/04/2023
Grant to MHA Communities Farsley
Leeds Community Foundation - Calverley Lunch Club
£1,742 25/04/2023
Grant to MHA Communities Farsley
Leeds Community Foundation - Pudsey Lunch Club
£1,742 25/04/2023
Grant to MHA Communities Pudsey
Leeds Community Foundation - MHA Communities Pudsey
£1,742 25/04/2023
Grant to MHA Communities Pudsey
Leeds Community Foundation - Thursday Luncheon Club
£2,323 25/04/2023
Grant to MHA Communities Horsforth
Leeds Community Foundation - Bacon Butties Group
£2,323 25/04/2023
Grant to MHA Communities Horsforth
Leeds Community Foundation - Soup and Sandwich All Saints
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Northfield Cafe
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Breakfast Club
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Temple Lawn lunch club
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Royds Court Soup and Sandwich
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Midland Lunch
£1,742 24/04/2023
Grant to MHA Communities – Rothwell & District
National Lottery Community Fund - (2) Mha Communities North Kirklees
£60,517 24/03/2023
The project will use the funding over two years to expand its service for people aged 55 and over in opportunities services and activities that aim to reduce loneliness and social isolation and ....more
Cheshire Community Foundation - Out and About in Cheshire East
£2,496 02/02/2023
Offer10 outing's to interesting and accessable locations for the member/individual should enjoy. The outing will be something they will look forward to and discuss after the time they spent there and ....more
National Lottery Community Fund - MHA Communities Eastleigh
£9,976 04/11/2022
The funding will be used to run face to face activities for older people in the community to widen their support network by building meaningful connections with people. The project aims to combat ....more
Somerset Community Foundation - Providing direct financial support to help older people stay warm over the winter
£5,500 28/10/2022
Grant to MHA Communities South Somerset & Mendip District
Co-Operative Group - Grant to MHA Communities Cheshire West
£2,320 22/10/2022
We'd like to offer support groups/activities for the elderly with poor mental wellbeing due to pandemic-related social isolation, and help them back into their local communities.
Co-Operative Group - Grant to MHA Communities North Staffs
£2,391 22/10/2022
We will provide a hot two course meal, refreshments and an activity to 50+ people each week for 48 weeks of the year and regular social events, Christmas lunch/party in December. Also befriending.
Co-Operative Group - Grant to MHA Communities North London
£2,704 22/10/2022
Our aim is to reduce loneliness and isolation amongst the older community of North London, enabling them to live their later lives well.
National Lottery Community Fund - Live Healthy Life Well
£10,000 21/10/2022
The funding will be used to design and produce an innovative programme of weekly intergenerational cooking sessions over 12 months. The project aims to build on intergenerational relationships reduce ....more
Nova Wakefield - Grant to MHA Communities
£9,656 19/10/2022
Grant for support to provide free,warm and welcoming spaces for residents across communities in the Wakefield District
Leeds Community Foundation - Twilight Group
£5,100 20/09/2022
Grant to MHA Communities South Leeds
Leeds Community Foundation - Winter Wellbeing Wishes
£5,071 20/09/2022
Grant to MHA Communities – Rothwell & District
Cheshire Community Foundation - The Port MIND Wellbeing Project
£23,091 02/08/2022
The Port MIND Wellbeing Project
Wiltshire Community Foundation - Grant to MHA Communities Swindon
£5,000 29/06/2022
MHA Communities provide activities and befriending for older people in Swindon, including exercise class and lunch clubs. Funding will help meet running costs
Wolfson Foundation - Grant to Methodist Homes
£45,000 08/06/2022
Purchase of IT equipment to support an intergenerational video-based project for older people to reduce isolation across the UK
Leeds Community Foundation - Remembering Together and The Gingerbread Man Library Treasure Hunt
£4,466 06/05/2022
We will create two activities to promote intergenerational interactions and friendships. Centred on loneliness and social isolation prevention, raising awareness of older people’s issues and ....more
National Lottery Community Fund - Even Better Together
£173,770 28/04/2022
The funding will be used to counter loneliness and isolation for an estimated 1250 older people building dementia advocacy skills to address particular local challenges and amplifying older people's ....more
Leeds Community Foundation - Grant to MHA Communities Farsley - Live At Home Scheme
£3,488 20/04/2022
Grant to MHA Communities Farsley - Live At Home Scheme
Leeds Community Foundation - Grant to Calverley Lunch Club
£2,616 20/04/2022
Grant to Calverley Lunch Club
Leeds Community Foundation - Grant to St Andrew's Methodist Luncheon Club
£3,488 20/04/2022
Grant to St Andrew's Methodist Luncheon Club
Leeds Community Foundation - Grant to St Mary's Lunch Club
£2,616 20/04/2022
Grant to St Mary's Lunch Club
Leeds Community Foundation - Grant to Hunslet Lunch Club
£2,616 20/04/2022
Grant to Hunslet Lunch Club
Leeds Community Foundation - Grant to Cottingley Luncheon Club
£2,616 20/04/2022
Grant to Cottingley Luncheon Club
Leeds Community Foundation - Grant to MHA Communities Pudsey
£2,616 20/04/2022
Grant to MHA Communities Pudsey
Leeds Community Foundation - Grant to MHA Communities Horsforth
£3,488 20/04/2022
Grant to MHA Communities Horsforth
Leeds Community Foundation - Grant to MHA Communities Farsley
£2,616 20/04/2022
Grant to MHA Communities Farsley
Leeds Community Foundation - Grant to Souper Monday
£2,180 20/04/2022
Grant to Souper Monday
Leeds Community Foundation - Grant to MHA Communities South Leeds
£2,180 20/04/2022
Grant to MHA Communities South Leeds
Leeds Community Foundation - Grant to MHA Communities – Rothwell & District
£2,180 20/04/2022
Grant to MHA Communities – Rothwell & District
Garfield Weston Foundation - Main Grants award
£50,000 11/02/2022
Better Connected:Famileo for care home residents & their loved ones.
Community Foundation serving Tyne & Wear and Northumberland - A grant to MHA Communities North Tyneside
£4,457 18/11/2021
'Love to Move' dementia and support group sessions for people with dementia and their carers in North Tyneside
Somerset Community Foundation - Grant to MHA Communities South Somerset & Mendip District
£300 15/11/2021
Christmas meal for older members to help with loneliness
Somerset Community Foundation - Surviving Winter - small grants to help older people stay warm this winter
£3,300 29/10/2021
Surviving Winter - small grants to help older people stay warm this winter
Co-Operative Group - Grant to Biddulph Victoria Live at Home Scheme
£2,585 23/10/2021
We would like to continue to use telephone befriending with our members to help with emergency shopping and prescriptions, until we can return to our weekly activity and lunch club.
Co-Operative Group - Grant to MHA Communities Gateshead West
£2,818 23/10/2021
We enable people to enjoy their later years by delivering safe community-based activities in West Gateshead. We need help to cover costs for transport, activities and volunteer coordination.
Co-Operative Group - Grant to MHA Communities Burntwood
£4,301 23/10/2021
We'd like to provide support packs to older people who are socially isolated due to Covid-19 and help them transition back into the community when it's appropriate and safe to do so.
Co-Operative Group - Grant to MHA Communities North Staffs
£1,600 23/10/2021
We aim to reduce loneliness and isolation for local older people and improve their wellbeing through social interaction, telephone befriending and shopping/prescription delivery.
Co-Operative Group - Grant to MHA Community (Penarth)
£1,588 23/10/2021
We'd like to take our members out and about. Funding would cover two lunches and transport each month.
Leeds Community Foundation - Welcoming Wednesdays
£2,500 06/10/2021
A 'Welcoming Wednesday' social group providing lunch and activities, advice and support and digital help during the Winter months of January, February & March 2022 which will reduce social ....more
Leeds Community Foundation - Your Hug in a Mug
£2,500 06/10/2021
Members will be personally handed an insulated lidded mug, together with a sachet of soup or hot chocolate to provide a comforting warm drink, available for future use and additionally there will be ....more
Leeds Community Foundation - Keeping Active through Winter
£2,312 06/10/2021
This project will support MHA Communities Rothwell to deliver a programme of trips throughout the winter months which will ensure service users are able to stay active and socialise with others.
Leeds Community Foundation - The Winter friends club
£2,493 06/10/2021
The Winter friends club, will aim to support local older people, many of who are isolated and vulnerable, through telephone calls, face to face befriending, and shopping support, over the winter ....more
Community Foundation serving Tyne & Wear and Northumberland - A grant to MHA Communities North Tyneside
£40,000 15/07/2021
Salary costs for a Community Coordinator and Project Manager and volunteer expenses for older people's activities in North Tyneside
Allen Lane Foundation - Grant to MHA Communities Wakefield & District
£4,849 02/07/2021
£4,849 single grant towards funding social events for older people in the Wakefield District.
Community Foundation for Surrey - A contribution towards salary costs of 3 Coordinators to enable the roll out of a new activity programme for isolated older people in East Surrey
£10,000 17/06/2021
6
A contribution towards salary costs of 3 Coordinators to enable the roll out of a new activity programme for isolated older people in East Surrey
Leeds Community Foundation - Grant to MHA Communities – Rothwell & District
£3,175 07/04/2021
Grant to MHA Communities – Rothwell & District
Leeds Community Foundation - Grant to MHA Communities Farsley
£3,175 07/04/2021
Grant to MHA Communities Farsley
Leeds Community Foundation - Grant to St Andrew's Methodist Luncheon Club
£3,175 07/04/2021
Grant to St Andrew's Methodist Luncheon Club
Leeds Community Foundation - Grant to MHA Communities Horsforth
£3,175 07/04/2021
Grant to MHA Communities Horsforth
Leeds Community Foundation - Grant to Souper Monday
£3,175 07/04/2021
Grant to Souper Monday
Leeds Community Foundation - Grant to Friday Lunch Club - Pudsey Live at Home
£2,381 07/04/2021
Grant to Friday Lunch Club - Pudsey Live at Home
Leeds Community Foundation - Grant to Cottingley Luncheon Club
£2,381 07/04/2021
Grant to Cottingley Luncheon Club
Leeds Community Foundation - Grant to St Mary's Lunch Club
£2,381 07/04/2021
Grant to St Mary's Lunch Club
Leeds Community Foundation - Grant to Hunslet Lunch Club
£2,381 07/04/2021
Grant to Hunslet Lunch Club
Leeds Community Foundation - Grant to Calverley Lunch Club
£1,984 07/04/2021
Grant to Calverley Lunch Club
Heart Of England Community Foundation - Grant to MHA COMMUNITIES SOUTH & WEST BIRMINGHAM
£5,000 01/04/2021
The grant will pay for a befriending service for six months
Somerset Community Foundation - Winter Warmers Friendship Project
£2,500 25/01/2021
4
Recruitment, training and retention of more one to one telephone befrienders through the winter months. Inviting new members and continuing to provide for current members.
Community Foundation Tyne & Wear & Nthmbrlnd - six-month extension to Kellett grant as a contribution to community development co-ordinators
£12,000 07/01/2021
six-month extension to Kellett grant as a contribution to community development co-ordinators
Somerset Community Foundation - COVID19 Remote befriending service for isolated older people
£4,500 23/12/2020
Remote befriending service for isolated older people
Somerset Community Foundation - Surviving Winter 2020/21
£5,500 21/12/2020
2
Small grants to help older people stay warm in winter
Wiltshire Community Foundation - Grant to MHA - Live at Home Swindon
£9,600 11/12/2020
Support service for elderly and isolated individuals in Swindon and surrounding parishes.
County Durham Community Foundation - MHA Derwent Valley Project
£10,000 02/12/2020
Towards the salary costs for the MHA Derwent Valley Project.
Cheshire Community Foundation - Operation Resiliance
£49,983 01/12/2020
1. We are MHA Communities in Ellesmere Port and Macclesfield and our sole mission is to ‘enable people to live later life well’ by inspiring the best care and wellbeing at every stage of later ....more
Community Foundation Tyne & Wear & Nthmbrlnd - Co-ordinators to maintain remote contact and involve older people in a creative project during the Covid-19 pandemic
£5,000 20/11/2020
Co-ordinators to maintain remote contact and involve older people in a creative project during the Covid-19 pandemic
Community Foundation Tyne & Wear & Nthmbrlnd - co-ordinators to maintain remote contact and involve older people in a creative project during the Covid-19 pandemic
£5,000 20/11/2020
co-ordinators to maintain remote contact and involve older people in a creative project during the Covid-19 pandemic
Co-Operative Group - Grant to Ellesmere Port and Neston Live at Home
£2,601 24/10/2020
Giving elderly people who are isolated, the opportunity to improve their mental and physical wellbeing by socialising and engaging.
Co-Operative Group - Grant to MHA Basingstoke Live at Home
£2,823 24/10/2020
We would like to continue offering two monthly lunch clubs for our members, and offer subsidised transport for those who need it.
Co-Operative Group - Grant to Biddulph Victoria Centre Live At Home
£2,895 24/10/2020
We would like to increase social interaction for lonely and isolated older people, through local activities, befriending and outings.
Co-Operative Group - Grant to MHA COMMUNITIES NORTH STAFFS
£2,958 24/10/2020
We would like new kitchen equipment and provision for activities for older people, to help reduce loneliness and isolation.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed

Age Range of Trustees: 45-79
  • REV RUTH GEE Appointed: 2019, Occupation: Methodist Minister
Legal constitution
  • Charitable company registered in England & Wales on 04/12/2000, number: 1083995
  • Registered at Companies House on 28/07/2000, number: 04043124
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Other Regulators
  • Care Quality Commission
  • Care Inspectorate Wales (CIW)
  • Financial Conduct Authority
  • Homes England
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
  • 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; AR14: 14 days late,
Recent reorganisation events:
  • Asset transfer in from AGE CONCERN LEAMINGTON SPA on 06/12/2022
  • Asset transfer in from THE ENFIELD TOWN AND FORTY HILL CHURCHES JOINT TRUST on 01/02/2024
Main office

Methodist Homes
Epworth House
3 Stuart Street
Derby
DE1 2EQ

Objectives

3.1 THE COMPANY'S OBJECTS SHALL BE FOR THE RELIEF OF ELDERLY PEOPLE AND OTHER ADULTS IN NEED, PARTICULARLY (BUT NOT LIMITED TO) THOSE WITH MENTAL ILLNESS OR PHYSICAL AND/OR LEARNING DISABILITIES BY PROVIDING: (I) CARE AND SUPPORT SERVICES; AND/OR (II) ACCOMMODATION; AND/OR (III) ANY OTHER PROVISION (WHETHER OR NOT SIMILAR TO THE FOREGOING) WHICH MAY FACILITATE AN IMPROVED QUALITY OF LIFE FOR SUCH PERSONS IN THE UNITED KINGDOM, THE CHANNEL ISLAND AND THE ISLE OF MAN.

Defined Area of Benefit:

UNITED KINGDOM. THE CHANNEL ISLAND AND THE ISLE OF MAN.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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