Finance Score: 0

Governance Score: 1

Support Score: 12

No PartB

Narrow trustee age band: -2
Gender balanced board: +3

Large volunteers +3
Grant maker support: +9

Overall GiG Score: 13

SEFTON O.P.E.R.A.

Sefton O.P.E.R.A is a voluntary organisation working with older people in the community many experiencing dementia and Alzheimers often experiencing isolation our aim is to enable older people to have choices in relation to their own health. Our outstanding contribution to social welfare and using grass roots to formulate their objectives within the community

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 23 years

sefton-opera.org.uk

admin@seftonopera.org.uk

07946438155

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
30/09/22		£162	£149	£12	n/a	n/a	n/a	n/a	n/a	40
30/09/21		£148	£134	£15	n/a	n/a	n/a	n/a	n/a	40
30/09/20	*	£136	£111	£25	n/a	n/a	n/a	n/a	n/a	53
30/09/19		£151	£138	£13	n/a	n/a	n/a	n/a	n/a	50
30/09/18		£124	£173	£-49	£0	£0	£0	n/a	0	50
30/09/17		£175	£196	£-21	£0	£0	£0	n/a	0	0
30/09/16		£198	£187	£11	£0	£0	£0	n/a	0	0
30/09/15		£188	£153	£35	£0	£0	£0	n/a	0	0
30/09/14		£177	£162	£15	£0	£0	£0	n/a	0	0
30/09/13		£180	£161	£19	£0	£0	£0	n/a	0	0
30/09/12		£160	£180	£-20	£0	£0	£0	n/a	0	0
30/09/11		£160	£180	£-20	£0	£0	£0	n/a	0	0
30/09/10		£183	£161	£22	£0	£0	£0	n/a	0	0
30/09/09		£137	£116	£21	£0	£0	£0	n/a	0	0
30/09/08		£125	£118	£7	£0	£0	£0	n/a	0	0
30/09/07	*	£110	£104	£6	£0	£0	£0	n/a	0	0
30/09/06		£116	£119	£-3	£0	£0	£0	n/a	0	0
30/09/05	*	£100	£86	£14	£0	£0	£0	n/a	0	0
30/09/04	*	£76	£60	£16	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Sefton,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

Unknown number of employees
40 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	£128,232
Garfield Weston Foundation	£30,000
The Leathersellers' Company Charitable Fund	£27,500
Masonic Trust	£15,000
John Moores Foundation	£15,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Time For You
£9,550	15/09/2023	The funding will be used to deliver a programme of arts craft and music activities for older people in the local area with the aim of reducing loneliness and isolation.
The Leathersellers' Company Charitable Fund - Grant to Sefton OPERA
£5,000	06/05/2022	Jubilee Grant Restricted Project Funding
Masonic Trust - MCF Small Grant
£15,000	10/11/2021	Unrestricted core funding for small charities
John Moores Foundation - Grant to Sefton OPERA
£15,000	24/06/2021	Towards the salary of the Organisational Manager's salary and core costs
National Lottery Community Fund - Building Better Lives Together
£118,682	14/05/2021	The organisation provide support to older people in the area with the aim of improving ther mental health and wellbeing as well as reducing isolation and loneliness. Funding for the group will go ....more The organisation provide support to older people in the area with the aim of improving ther mental health and wellbeing as well as reducing isolation and loneliness. Funding for the group will go towards the delivery of a range of activities to continue to offer much needed support to older people in the area.
The Leathersellers' Company Charitable Fund - Grant to Sefton OPERA
£22,500	10/10/2019 36	Main Grant unrestricted core costs
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£30,000	29/04/2019	the way forward
National Lottery Community Fund - Lets Beat Loneliness Together
£9,834	07/06/2018 12	The organisation will deliver a programme of activities for older people in the local area, with the aim of reducing social isolation.
John Moores Foundation - Grant to Sefton OPERA
£12,000	01/04/2018	Towards the salary of the Development Manager
Masonic Trust - Core funding
£5,000	07/03/2018	Therapies, social activities and wellbeing activities for vulnerable older people at risk of social isolation, including people with Alzheimer's, dementia, mental health problems and stroke survivors.
Co-Operative Group - Grant to Sefton OPERA (Older Persons Enabling Resource & Action)
£4,524	29/11/2017	Help provide activities for older people to support and improve their health and well-being whilst reducing social isolation.
Henry Smith Charity - Grant to Sefton O.P.E.R.A
£55,000	04/12/2014 36	towards three years' salary of the Organisational Manager at a project providing a range of services and support to vulnerable and older people in a deprived area of Merseyside
National Lottery Community Fund - Sefton Opera - Get involved - wellbeing project
£293,220	21/11/2012 60	This is a continuation and expansion project for Sefton OPERA which aims to reduce isolation through the delivery of a broad range of services to a wide network of older people. Sefton has an ever ....more This is a continuation and expansion project for Sefton OPERA which aims to reduce isolation through the delivery of a broad range of services to a wide network of older people. Sefton has an ever increasing ageing population.
Dunhill Medical Trust - Health and Wellbeing Activities for Older People
£21,000	21/06/2012	Staffing Grant: Wellbeing Co-ordinator
Lloyds Bank Foundation - Grant to Sefton O.P.E.R.A
£40,000	19/09/2011	the salary costs of the Organisation Manager including staff travel, training, beneficiaries training, expenses, activities and on costs

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Gender Split

Based on 5/6 persons

Age Range of Trustees: 77-88

CATHY CROOK, Occupation: Retired

KATHLEEN DIXON Appointed: 2021, Occupation: Retierd

MARIE RICHARDSON Appointed: 2011, Occupation: Retired

MR BOB FORSTER, Occupation: Retired

MR MIKE BATES, Occupation: Retired

VIKKI MARTLOW

Legal constitution

Charitable company registered in England & Wales on 02/05/2001, number: 1086437
Registered at Companies House on 14/09/1999, number: 03841119

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR20: 158 days late, AR07: 16 days late, AR05: 41 days late, AR04: 72 days late,

Main office

VIKKI MARTLOW
St Matthews Church
410 STANLEY ROAD
BOOTLE
MERSEYSIDE
L20 5AE

Objectives

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PERSONS IN THE BOROUGH OF SEFTON AND PARTICULAR THE ADVANCEMENT OF EDUCATION THE PROMOTION OF GOOD HEALTH THE PREVENTION OF SOCIAL ISOLATION AND THE RELIEF OF POVERTY SICKNESS AND DISTRESS ARISING THEREFROM

Defined Area of Benefit:

BOROUGH OF SEFTON

Data Sources