Finance Score: 1

Governance Score: 5

Support Score: 2

Good reserves management: +3
Multiple Deficits: -2

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

Grant maker support: +2

Overall GiG Score: 8

THE NHS CONFEDERATION

The NHS Confederation supports healthcare services in England, Northern Ireland and Wales. It is the membership body for providers and commissioners of healthcare. We seek to support our members and the wider system to plan, deliver and transform health and care systems for the benefit of patients, carers and the public.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending

Established: 22 years

www.nhsconfed.org

governance@nhsconfed.org

02077996666

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		£22,584	£22,113	£471	£2,354	£9,541	£9,541	5.2	245	1
31/03/22		£17,642	£16,578	£1,064	£0	£9,443	£9,443	6.8	210	0
31/03/21		£15,046	£15,212	£-166	£0	£8,312	£8,312	6.6	210	0
31/03/20		£16,921	£18,532	£-1,611	£0	£7,566	£7,566	4.9	216	0
31/03/19		£17,858	£17,851	£6	£0	£9,358	£9,358	6.3	212	0
31/03/18		£16,902	£17,230	£-328	£0	£9,163	£9,016	6.3	191	0
31/03/17		£16,923	£17,502	£-579	£0	£9,507	£9,362	6.4	207	0
31/03/16		£19,190	£18,910	£280	£0	£9,561	£9,416	6	216	0
31/03/15		£20,632	£20,106	£526	£331	£10,130	£9,939	5.9	219	0
31/03/14	*	£22,448	£20,965	£1,483	£276	£9,201	£9,009	5.2	212	0
31/03/13		£22,584	£22,264	£320	£417	£7,672	£7,620	4.1	198	0
31/03/12		£23,910	£22,905	£1,005	£352	£6,959	£6,841	3.6	192	0
31/03/11		£31,023	£26,505	£4,518	£539	£5,954	£5,954	2.7	222	0
31/03/10	*	£30,661	£34,592	£-3,931	£647	£1,435	£1,435	0.5	225	0
31/03/09		£30,004	£29,689	£314	£393	£5,366	£5,366	2.2	215	0
31/03/08?	*	£31,438	£29,267	£2,171	£347	£5,052	£5,052	2.1	183	0
31/01/07		£26,642	£26,484	£158	£373	£3,387	£3,387	1.5	170	0
31/01/06		£2,527	£2,265	£262	£0	£0	£0	n/a	0	0
31/01/05		£4,511	£4,290	£221	£0	£0	£0	n/a	0	0
31/01/04	*	£2,635	£3,610	£-975	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 12.5%
Fundraising Costs/Total Spending: 10.8%
Senior Staff Costs/Total Spending: 26%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 54%
Liabilities/Income: 49%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.7

Asset Split ?

Listed activities

Disability
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

245 employees
1 volunteer

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
Department for Business, Energy and Industrial Strategy - European Partnership on Transforming Health and Care System - HORIZON-HLTH-2022-CARE-10-01
£3,927	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10065599
The Rayne Foundation - Grant to NHS Confederation: Mental Health Network
£10,000	04/05/2018	Towards an in-depth review of some of the most promising voluntary sector services for people with severe mental health problems.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Age Range of Trustees: 42-68

BARON VICTOR ADEBOWALE CBE Appointed: 2020

DAME JACQUELINE DANIEL Appointed: 2022, Occupation: Chief Executive

DR PETA FOXALL Appointed: 2022, Occupation: Director

DR PRAMITKUMAR PATEL Appointed: 2021, Occupation: General Practitioner

EMMA WOOLLETT Appointed: 2022, Occupation: Nhs Director, Other trusteeship: THE BRISTOL CLIFTON AND WEST OF ENGLAND ZOOLOGICAL SOCIETY LIMITED,

FIONA RACHEL ANN EDWARDS Appointed: 2023, Occupation: Chief Executive

IFTIKHAR MAJID Appointed: 2022, Occupation: Chief Executive

JONATHAN MORGAN Appointed: 2024, Occupation: Chair Of Cwm Taf Morgannwg University Health Board, Other trusteeship: WHITCHURCH (CARDIFF) COMMUNITY ASSOCIATION,

MARIE GABRIEL Appointed: 2021, Occupation: Director, Other trusteeships: NEWHAM PEOPLE’S TRUST FUND, WEST HAM UNITED FOUNDATION, EAST LONDON BUSINESS ALLIANCE,

NANDAKUMAR RATNAVEL Appointed: 2021, Occupation: Director Of Finance

PAUL JONATHAN DAVIES Appointed: 2023, Occupation: Interim Director Of Operations

PROFESSOR JOSEPH RICHARD HARRISON Appointed: 2021, Occupation: Chief Executive Officer

ROBERT JONATHAN STEWART PATTON Appointed: 2024, Occupation: Health Trust Chairman

VALERIE MORTON Appointed: 2021, Occupation: Management Consultant, Other trusteeship: NEWCASTLE UPON TYNE CHILDREN'S MISSION AND INSTITUTE FUND,

Legal constitution

Charitable company registered in England & Wales on 30/01/2002, number: 1090329
Registered at Companies House on 23/01/2002, number: 04358614

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR14: 1 days late, AR10: 31 days late, AR08: 29 days late, AR04: 1 days late,

Main office

2nd Floor
18 Smith Square
London

Objectives

THE RELIEF OF SICKNESS AND THE PRESERVATION AND PROTECTION OF PUBLIC HEALTH

Defined Area of Benefit:

NOT DEFINED

Data Sources