Finance Score: -5

Governance Score: -3

Support Score: 4

Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Static board: -3
All female board: -3

Grant maker support: +4

Overall GiG Score: -4

DIAL SOUTH WORCESTERSHIRE

Dial South Worcestershire is a information and advice service for people with a disability and carers. We also operate a welfare benefit service and rural outreach service.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

The Board is completely female
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 23 years

www.dialsworcs.org.uk

mail@dialsworcs.org.uk

0190527790

Charity Commission for England and Wales

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		£30	£47	£-17	n/a	n/a	n/a	n/a	n/a	6
31/03/22		£49	£47	£2	n/a	n/a	n/a	n/a	n/a	5
31/03/21		£75	£51	£24	n/a	n/a	n/a	n/a	n/a	3
31/03/20		£40	£41	£-1	n/a	n/a	n/a	n/a	n/a	8
31/03/19		£27	£45	£-18	n/a	n/a	n/a	n/a	n/a	9
31/03/18		£50	£51	£-1	£0	£0	£0	n/a	0	0
31/03/17		£44	£48	£-4	£0	£0	£0	n/a	0	0
31/03/16		£56	£55	£1	£0	£0	£0	n/a	0	0
31/03/15		£78	£64	£14	£0	£0	£0	n/a	0	0
31/03/14		£82	£73	£9	£0	£0	£0	n/a	0	0
31/03/13		£83	£101	£-17	£0	£0	£0	n/a	0	0
31/03/12	*	£104	£104	£0	£0	£0	£0	n/a	0	0
31/03/11		£62	£81	£-19	£0	£0	£0	n/a	0	0
31/03/10		£72	£76	£-4	£0	£0	£0	n/a	0	0
31/03/09		£97	£64	£34	£0	£0	£0	n/a	0	0
31/03/08		£78	£70	£8	£0	£0	£0	n/a	0	0
31/03/07		£71	£77	£-6	£0	£0	£0	n/a	0	0
31/03/06		£70	£66	£5	£0	£0	£0	n/a	0	0
31/03/05		£64	£66	£-2	£0	£0	£0	n/a	0	0
31/03/04		£75	£71	£4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability

How it operates

Provides advocacy/advice/information

Where it operates

Worcestershire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
6 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.

Major supporters in last 5 years

National Lottery Community Fund	£9,918
DCMS	£9,918
The Clothworkers Foundation	£6,600
Disability Action	£5,544

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Dial Adviser Post
£9,918	12/03/2021 6	The grant will be used to fund a welfare benefits officer for a period of six months providing free confidential information advice and welfare benefit services to people with a disability and ....more The grant will be used to fund a welfare benefits officer for a period of six months providing free confidential information advice and welfare benefit services to people with a disability and carers. The project is operating remotely to provide a vital service to those most vulnerable and isolated during the pandemic crisis.
Disability Action - NET Coronavirus Appeal Emergency Fund for Disabled People Organisations UK-wide
£5,544	01/11/2020	The project will fund a temporary, part time benefits advisor to assist in completing disability benefit forms
The Clothworkers Foundation - Grant to Dial South Worcestershire
£6,600	15/09/2020	refurbishment of room and purchase of equipment for a charity supporting people with disabilities in Worcestershire
DCMS - Coronavirus Community Support Fund
£9,918	26/06/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Lloyds Bank Foundation - Grant to DIAL - South Worcestershire
£14,801	11/07/2017 12	Following on from previous Enable grant this request will aim to gather more data through further delivery of their Money Management programme to learn the broad impact on the disadvantages faced by ....more Following on from previous Enable grant this request will aim to gather more data through further delivery of their Money Management programme to learn the broad impact on the disadvantages faced by their clients.
Lloyds Bank Foundation - Grant to DIAL - South Worcestershire
£14,973	07/10/2015 12	the salaries of a Manager and a Project Co-ordinator, consultant fees, user panel expenses and office supplies
Lloyds Bank Foundation - Grant to DIAL - South Worcestershire
£25,000	29/06/2012	the salary of the Welfare Benefit Adviser

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-74

ANN MARDEN Appointed: 2012, Occupation: Not In Employment

DONNA SAUNDERS Appointed: 2015, Occupation: None

ELISE MASTERMAN Appointed: 2013, Occupation: Teacher

JANET BUTLER Appointed: 2014, Occupation: Retired

RACHAEL CHAPMAN Appointed: 2016, Occupation: Non Working

SUE ELLIS Appointed: 2018, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 20/03/2001, number: 1085677
Registered at Companies House on 30/01/2001, number: 04150056

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR12: 118 days late,

Main office

54 FRIARY WALK
CROWNGATE
WORCESTER
WR1 3LE

Objectives

FOR THE PUBLIC BENEFIT, TO PROMOTE THE RELIEF OF PEOPLE WITH DISABILITIES BY THE PROVISION OF AN INFORMATION AND ADVICE SERVICE, AND TO ASSIST THOSE PEOPLE EITHER DIRECTLY OR THROUGH THEIR CARERS, RELATIVES, FRIENDS AND ADVOCATES.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE SOUTH WORCESTERSHIRE.

Data Sources