Finance Score: -2

Governance Score: 5

Support Score: 3

Poor Liquidity: -1
Pension deficit: -3
Strong growth: +2

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 6

CHARTERED MANAGEMENT INSTITUTE

The charitable mission of the Chartered Management Institute is to promote the art and science of management. This is supported by activites such as: encouraging and supporting the development of managers, raising the level of competence and qualification of management, disseminating management thinking through our policy and research activity, and influencing employers on management issues.

Analysis by Giving is Great

Positives:

The charity has received income from Government contracts
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There is a pension deficit of £9,270,000

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	£27,935	£26,348	£1,587	£0	£5,897	£0	n/a	265	176
31/03/22	£23,994	£21,956	£2,038	£0	£4,478	£0	n/a	221	141
31/03/21	£21,522	£17,394	£4,128	£0	£87	£0	n/a	165	133
31/03/20	£17,978	£15,398	£2,580	£0	£-2,876	£0	n/a	153	202
31/03/19	£15,528	£15,509	£19	£0	£-5,407	£-5,407	-4.2	173	155
31/03/18	£14,561	£14,639	£-78	£0	£-5,907	£-5,907	-4.8	150	0
31/03/17	£13,253	£12,873	£380	£0	£-5,733	£-5,733	-5.3	152	0
31/03/16	£12,725	£11,841	£884	£0	£-5,340	£-5,340	-5.4	151	0
31/03/15	£11,680	£10,212	£1,468	£2,064	£-6,973	£-6,973	-8.2	126	0
31/03/14	£11,033	£9,967	£1,066	£2,172	£-4,465	£-4,465	-5.4	122	0
31/03/13	£11,268	£10,736	£532	£2,158	£-3,782	£-3,782	-4.2	126	0
31/03/12	£11,688	£12,001	£-313	£2,108	£-5,013	£-5,013	-5	133	0
31/03/11	£11,956	£11,659	£297	£1,984	£-1,537	£-1,537	-1.6	134	0
31/03/10	£12,376	£13,681	£-1,305	£2,324	£-2,006	£-2,006	-1.8	153	0
31/03/09	£12,360	£12,977	£-617	£2,678	£-548	£-548	-0.5	153	0
31/03/08	£12,747	£12,038	£709	£2,822	£4,252	£4,252	4.2	147	0
31/03/07	£9,563	£9,029	£534	£2,755	£2,003	£2,003	2.7	134	0
31/03/06	£8,988	£8,626	£362	£0	£0	£0	n/a	0	0
31/03/05	£8,049	£7,438	£611	£0	£0	£0	n/a	0	0
31/03/04	£7,659	£7,095	£564	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 21%
Highest pay band: £350,000-£400,000
Liabilities/Assets: 75%
Liabilities/Income: 160%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 12 months
Quick Ratio: 0

Asset Split ?

Established: 22 years

www.managers.org.uk

elaine.mclean@managers.org.uk

01536207491

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Business and employers associations

How it operates

Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

265 employees
176 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Oasis
£10,000	04/08/2011 12	This is a project by a charity in Leicester. The group will use funding to provide workshops for skills development and mentoring for women in areas of high unemployment. This will increase ....more This is a project by a charity in Leicester. The group will use funding to provide workshops for skills development and mentoring for women in areas of high unemployment. This will increase beneficiaries' employability skills and increase their confidence.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

BOB CRYAN Appointed: 2019

BRIDGET OGUNJUYIGBE Appointed: 2023

GARETH RHYS WILLIAMS Appointed: 2022

JOHN ZEALLEY Appointed: 2023

KATE GRUSSING Appointed: 2019

LORD MARK PRICE Appointed: 2020

SAMANTHA ALLEN Appointed: 2022

SIR TREVOR PHILLIPS Appointed: 2023

TERRY CORBY Appointed: 2023

TIM STEWART Appointed: 2021

ANN FRANCKE CCMI Appointed: 2012, Other trusteeships: THE ENGINEERING COUNCIL, THE INSTITUTE OF BUSINESS ADVISERS,

TAMARA BOX Appointed: 2021, Other trusteeship: GYNAECOLOGY CANCER RESEARCH FUND,

FIONA DAWSON (Chair) Appointed: 2022, Occupation: Global President Mars Food, Ned Lego, Other trusteeship: THE SOCIAL MOBILITY FOUNDATION,

Legal constitution

Charity registered in England & Wales on 11/03/2002, number: 1091035

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
Engaging external speakers at charity events policy and procedures
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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Chartered Management Institute
Management House
Cottingham Road
CORBY
NN17 1TT

Objectives

THE OBJECT OF THE INSTITUTE (HEREINAFTER REFERRED TO AS THE OBJECTS) SHALL BE TO PROMOTE FOR THE PUBLIC BENEFIT THE ART AND SCIENCE OF MANAGEMENT IN RELATION TO THE APPLIED SCIENCES, THE ARTS, THE TRADES AND PROFESSIONS, THE ADMINISTRATION OF GOVERNMENT AND PUBLIC SERVICE, INDUSTRY AND COMMERCE, AND TO ADVANCE PUBLIC EDUCATION THEREIN.

Defined Area of Benefit:

WORLDWIDE.

Data Sources