Finance Score: 4

Governance Score: 1

Support Score: 7

Poor Liquidity: -1
Strong growth: +2
Fundraising costs low: +3

Narrow trustee age band: -2
Dynamic board: +3

Grant maker support: +7

Overall GiG Score: 12

BIRTENSHAW

Birtenshaw operates a special school, college, eight specialist children's homes, including a short break centre, and provides domiciliary care & therapies.The charity supports children, young people and young adults who have a moderate to severe learning disability, including Autistic Spectrum conditions and those with a significant physical disability/impairment including complex health needs.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 22 years
(29 years as a company)

www.birtenshaw.org.uk

enquiries@birtenshaw.org.uk

07834452967

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		£20,238	£18,170	£2,068	£0	£7,984	£61	0	408	0
31/03/22		£18,997	£16,003	£2,995	£1	£10,885	£10,842	8.1	394	0
31/03/21		£17,512	£14,430	£3,081	£0	£7,890	£7,830	6.5	371	1
31/03/20		£15,263	£13,987	£1,276	£1	£4,809	£4,762	4.1	325	1
31/03/19		£12,044	£11,621	£424	£0	£3,533	£3,523	3.6	308	1
31/03/18		£9,811	£9,219	£592	£7	£3,109	£3,093	4	285	0
31/03/17		£8,411	£8,381	£29	£36	£2,517	£2,491	3.6	278	0
31/03/16		£6,820	£6,057	£763	£10	£2,487	£2,487	4.9	170	0
31/03/15		£5,530	£5,074	£456	£17	£1,724	£1,719	4.1	122	0
31/03/14		£3,791	£4,039	£-247	£22	£1,270	£1,268	3.8	99	0
31/03/13		£3,057	£3,170	£-113	£36	£1,490	£1,476	5.6	76	0
31/03/12		£2,187	£2,179	£8	£15	£1,582	£1,579	8.7	73	0
31/03/11		£2,956	£2,425	£532	£19	£1,578	£1,500	7.4	76	0
31/03/10		£2,288	£2,326	£-38	£27	£1,042	£1,034	5.3	75	0
31/03/09		£2,025	£2,146	£-121	£628	£1,002	£554	3.1	71	0
31/03/08		£1,782	£1,703	£78	£8	£1,190	£819	5.8	67	0
31/03/07		£1,569	£1,719	£-150	£11	£1,132	£821	5.7	64	0
31/03/06?	*	£684	£764	£-81	£0	£0	£0	n/a	0	0
30/09/05?	*	£2,254	£2,082	£172	£0	£0	£0	n/a	0	0
31/03/04	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 67%
Liabilities/Income: 82%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 0 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.6

Asset Split ?

Listed activities

Accommodation/Housing
Amateur Sport
Disability
Education/Training
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

Where it operates

Bolton,

Who it helps

Children/Young People
People With Disabilities

Who works here?

408 employees

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
Wolfson Foundation - Grant to Birtenshaw
£75,000	10/06/2021	Expansion of school serving pupils with special educational needs and disabilities
Department for Transport - Bus Service Operators Grant Eng Comm Transport 20/21
£27,161	01/04/2020	The Local Authority Bus Subsidy Ring-Fenced (Revenue) Grant is paid by the Department for Transport to local authorities in place of the Bus Services Operators Grant previously paid to bus operators ....more The Local Authority Bus Subsidy Ring-Fenced (Revenue) Grant is paid by the Department for Transport to local authorities in place of the Bus Services Operators Grant previously paid to bus operators for running services under tender to local authorities.
National Lottery Community Fund - Big Up 4 Birtenshaw
£10,000	26/04/2018 12	This school will provide young people with learning disabilities, autism, physical impairments or complex health needs, with an opportunity to take the lead on a sensory community garden project. ....more This school will provide young people with learning disabilities, autism, physical impairments or complex health needs, with an opportunity to take the lead on a sensory community garden project. They will also be able take part in enrichment activities focused on employability, supporting them to develop their confidence and skills.
Sport England - New MUGA Facility
£19,178	14/12/2017	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled 'New MUGA Facility'. This project is a Multi Sports project, with a focus on beneficiaries with a ....more Funding under Sport England's Community Asset Fund funding programme for a Capital project titled 'New MUGA Facility'. This project is a Multi Sports project, with a focus on beneficiaries with a disability. This funding has contributed towards a Fitness Facility - Fitness Facility (Indoor)
Sport England - New MUGA Facility
£19,178	14/12/2017 5	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled New MUGA Facility. This project is a Multi Sports project, with a focus on beneficiaries with a ....more Funding under Sport England's Community Asset Fund funding programme for a Capital project titled New MUGA Facility. This project is a Multi Sports project, with a focus on beneficiaries with a disability.
DCMS - ALB-New MUGA Facility
£19,178	14/12/2017	[Placeholder]
Sport England - Inclusive gym
£9,582	22/09/2014	Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Inclusive gym'. This project is a Exercise & Fitness project, with a focus on beneficiaries with a ....more Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Inclusive gym'. This project is a Exercise & Fitness project, with a focus on beneficiaries with a disability.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-48

ANTONY JAMES MORSE Appointed: 2019, Occupation: Head Of Digital Solutions, Other trusteeship: BIRTENSHAW MERSEYSIDE,

CRAIG ASHTON Appointed: 2022, Occupation: Commercial Manager, Other trusteeship: BIRTENSHAW MERSEYSIDE,

DEBORAH JOANNE SIDEBOTTOM (Chair) Appointed: 2017, Occupation: Sales Director

DONNA MARIE THOMPSON Appointed: 2020, Occupation: Sales Trading Performance Manager

JAMES DAVIS PILKINGTON Appointed: 2011, Occupation: Self Employed Copy Writer And Proof Reader, Other trusteeship: BIRTENSHAW MERSEYSIDE,

PROFESSOR ANTHONY JOSEPH LONG BSC MA PHD Appointed: 2018

RYAN JOSEPH ARMITAGE Appointed: 2013, Occupation: Recruitment Consultant

RISHI AYRA Appointed: 2022, Other trusteeship: BIRTENSHAW MERSEYSIDE,

RUSSELL HOUGHTON Appointed: 2024, Occupation: Sales Manager, Other trusteeship: BIRTENSHAW MERSEYSIDE,

SARAH MATHER Appointed: 2023, Occupation: Sales Person, Other trusteeship: BIRTENSHAW MERSEYSIDE,

Legal constitution

Charitable company registered in England & Wales on 04/07/2002, number: 1092798
Registered at Companies House on 13/10/1994, number: 02978546

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

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
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; AR06: 9 days late, AR05: 39 days late, AR04: 1 days late,

Main office

Darwen Road
Bromley Cross
BOLTON
BL7 9AB

Objectives

1. THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN PARTICULAR BUT NOT SO AS TO LIMIT THE GENERALITY OF THE FOREGOING BY THE PROVISION AND MAINTENANCE OF A SCHOOL OR SCHOOLS FOR CHILDREN AND ADULTS SUFFERING FROM PHYSICAL AND/OR MENTAL DISABILITIES AND WITH ASSOCIATED SPECIAL NEEDS.2. TO PROVIDE ONE OR MORE RESIDENTIAL HOMES, ASSOCIATED AMENITIES AND CARE SERVICES FOR CHILDREN AND ADULTS SUFFERING FROM PHYSICAL AND/OR MENTAL DISABILITIES AND WITH ASSOCIATED SPECIAL NEEDS IN ENGLAND AND WALES.

Defined Area of Benefit:

NOT DEFINED

Data Sources