Overall GiG Score: 15 ?
Finance Score: 2
Governance Score: 3
Support Score: 10
  • Liabilities <10%: +3
  • Strong growth: +2
  • Fundraising costs high: -3
  • Good trustee age range: +3
  • Grant maker support: +10

HEALTH ENERGY ADVICE TEAM LIMITED 

DELIVER PROJECTS THAT TARGET THE MOST VULNERABLE IN OUR COMMUNITIES BY PROVIDING EQUAL ACCESS TO FREE, CONFIDENTIAL, ADVICE , SUPPORT & ADVOCACY TO ASSIST PEOPLE WHO ARE SOCIALLY / ECONOMICALLY DISADVANTAGED. PROVIDE A PACKAGE OF HOLISTIC SUPPORT FOR WOMEN AND GIRLS WHO ARE SUFFERING FROM DOMESTIC ABUSE, RAISE AWARENESS BOTH LOCALLY AND NATIONALLY, PROVIDE TRAINING FOR FRONT LINE STAFF.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • There has been strong growth in spending over the last 5 years
  • 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 age

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

  • Fundraising costs are extremely high relative to funds raised
Established: 20 years

www.heatkensington.org.uk

paulanolan@heatkensington.org.uk

01512632232

Charity Commission for England and WalesCompanies House
UN SDGs
?

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£630£445£185£153£647£26071024
31/03/22£486£411£75n/an/an/an/an/a26
31/03/21£538£330£208£0£388£702.5926
31/03/20£302£284£18n/an/an/an/an/a18
31/03/19£283£243£40n/an/an/an/an/a22
31/03/18£220£215£5£0£0£0n/a00
31/03/17£220£215£5£0£0£0n/a00
31/03/16£206£180£26£0£0£0n/a00
31/03/15£196£182£13£0£0£0n/a00
31/03/14£154£169£-15£0£0£0n/a00
31/03/13£161£246£-85£0£0£0n/a00
31/03/12£190£253£-63£0£0£0n/a00
31/03/11£227£308£-81£0£0£0n/a00
31/03/10£492£498£-7£0£0£0n/a00
31/03/09£837£670£168£9£298£1011.8140
31/03/08£458£434£24£0£0£0n/a00
31/03/07*£537£507£30£310£107£992.4150
31/03/06£489£418£71£0£0£0n/a00
31/03/05£177£170£7£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 31.2%
Fundraising Costs/Total Spending: 34.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 40%
Reserves/Spending: 7 months
Net Current Assets/Spending: 16 months
Quick Ratio: 57
Asset Split ?
What it does
  • Economic/Community Development/Employment
  • Education/Training
  • 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
Who works here?
  • 10 employees
  • 24 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Defined Groups
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Acts as an umbrella or resource body
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Knowsley, Liverpool City, Sefton, St Helens, Wirral,

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
Henry Smith Charity£389,800
National Lottery Community Fund£354,335
Comic Relief£199,919
DCMS£96,494
Lloyds Bank Foundation£12,000
The Clothworkers Foundation£10,000
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - LDAS
£344,895 16/02/2023
The funding will be used to continue support for women and girls who are experiencing domestic abuse in Liverpool. This funding will contribute to core costs and enhance the service to meet increase ....more
Henry Smith Charity - Grant to Health Energy Advice Team
£118,200 17/05/2022
36
towards three years' salary of a Recovery Coordinator providing support for survivors of domestic abuse, impacted by the COVID-19 pandemic, in Liverpool, Merseyside.
The Clothworkers Foundation - Grant to HEAT
£10,000 11/05/2021
purchsae IT equipment for a charity supporting survivors of domestic and sexual abuse in Merseyside
Henry Smith Charity - Grant to Health Energy Advice Team
£99,800 23/10/2020
12
towards one year's running costs of an organisation providing one-on-one support for women and girls who have been affected by domestic abuse in Liverpool.
DCMS - DCMS VSCE CMC Covid Funding
£49,900 23/10/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
Comic Relief - The Bridge Project
£199,919 15/09/2020
Bridge Project is a new project to support young women in Liverpool to access their own home and give them the tools to make it a happy space where they feel safe and secure. The beneficiaries will ....more
Lloyds Bank Foundation - Variation grant to Health Energy Advice Team Ltd
£12,000 24/07/2020
Grant to Health Energy Advice Team Ltd meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
DCMS - Coronavirus Community Support Fund
£46,594 23/07/2020
"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
CAF - Grant to Health Energy Advice Team (HEAT)
£5,521 19/06/2020
3
Grant to Health Energy Advice Team (HEAT) to support the organisation through COVID19
Henry Smith Charity - Grant to Health Energy Advice Team
£171,800 10/12/2019
36
towards three years' continuation funding of the salary of a Project Co-ordinator and a Specialist Independent Domestic Violence Advocate at an organisation providing support to women affected by ....more
National Lottery Community Fund - Positive Steps
£9,440 04/04/2019
12
The organisation will deliver a programme of positive steps workshops for women and children who have experienced domestic abuse, with the aim of increasing confidence and self-esteem.
Lloyds Bank Foundation - Grant to Health Energy Advice Team Ltd
£75,000 16/10/2018
36
HEAT provides support services to women affected by domestic abused in the Liverpool area, helping them to stay safe, rebuild their lives and reduce isolation. The grant will part fund the Manager's ....more
John Moores Foundation - Grant to Health Energy Advice Team (HEAT)
£10,000 01/06/2018
Towards the salary of the Domestic Abuse Worker
National Lottery Community Fund - Domestic Abuse Awareness Programme (Women 55+)
£9,702 20/12/2017
12
The group will deliver a domestic abuse awareness programme for women over the age of 55 to enable them to address issues, make positive choices for their future, and fulfil their potential. The ....more
Co-Operative Group - Grant to Health Energy Advice Team
£3,227 29/11/2017
Help provide outreach fuel poverty advice and support in Kensington and Fairfield Ward by engaging hard to reach, disadvantaged residents.
National Lottery Community Fund - Liverpool Domestic Abuse Service (LDAS)
£499,330 27/07/2016
48
This organisation will use the funding to provide a range of support to women who are either experiencing or have experienced domestic abuse. The activities, which will challenge behaviours, promote ....more
Henry Smith Charity - Grant to Health Energy Advice Team
£90,500 09/06/2016
36
towards three years' salary of the Coordinator at a project providing support to women affected by domestic abuse in Liverpool
John Moores Foundation - Grant to Health Energy Advice Team (HEAT)
£7,500 01/06/2016
Towards the salary of the Domestic Abuse Worker
Lloyds Bank Foundation - Grant to Health Energy Advice Team Ltd
£28,000 27/09/2013
The organisation provides a holistic package of support to women & their children who are suffering from domestic abuse. All services are delivered at outreach venues, throughout Liverpool, ....more
National Lottery Community Fund - Liverpool Domestic Abuse Service (LDAS)
£149,297 21/11/2012
36
This is a continuation and expansion of a current project, based in Liverpool, which provides support to women and their children who are victims of domestic violence. The service provides a ....more
Nationwide Foundation - Grant to Health Energy Advice Team Ltd
£5,000 30/03/2012
To run workshops and deliver one to one advice to women that have experienced domestic abuse on benfits, debt, improving financial capability, understanding financial products and services.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed

Age Range of Trustees: 28-67
Legal constitution
  • Charitable company registered in England & Wales on 14/11/2003, number: 1100705
  • Registered at Companies House on 10/07/2003, number: 04827816
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
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
  • 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
19 returns made; AR07: 59 days late,
Main office

LIFE BANK
QUORN STREET
LIVERPOOL
L7 2QR

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE FOR THE BENEFIT OF THE INHABITANTS OF MERSEYSIDE AND ITS SURROUNDING AREA ANY CHARITABLE PURPOSE WHICH ENHANCES THE POTENTIAL AND QUALITY OF LIFE FOR THOSE WHO ARE DISADVANTAGED FROM SOCIETY BY REASON OF POVERTY, SPECIAL NEEDS OR OTHER CIRCUMSTANCES BY ANY OF THE FOLLOWING MEANS:3.1 THE PRESERVATION AND PROTECTION OF GOOD HEALTH3.2 THE RELIEF OF POVERTY, HARDSHIP AND DISTRESS AMONGST THOSE IN NECESSITOUS CIRCUMSTANCES3.3 THE ADVANCEMENT OF EDUCATION AND THE PROVISION OF FREE ADVICE AND ASSISTANCE ON WELFARE BENEFITS, HOUSING PROBLEMS, DEBT AND ENERGY EFFICIENCY3.4 THE ADVANCEMENT OF SUCH CHARITABLE PURPOSES AS ARE BENEFICIAL TO THE COMMUNITY IN THE AREA OF BENEFIT

Defined Area of Benefit:

MERSEYSIDE AND THE SURROUNDING AREA

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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