Finance Score: -4

Governance Score: 3

Support Score: 7

Excess reserves: -4

Gender balanced board: +3

Overall weighted support: +7

Overall GiG Score: 6

HALTON AND ST HELENS VOLUNTARY AND COMMUNITY ACTION

A local support organisation, it builds the capacity of voluntary and community organisations and promotes co-operation and partnership working between third sector, statutory and other relevant bodies. Projects across both boroughs include volunteer centres, training, funding advice, network support, health and social care involvement and a community accountancy service.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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:

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

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,668,418 available, equivalent to 46 months of spending and so may not be able to utilise additional funding

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£1,146	£961	£185	£0	£3,668	£3,668	45.8	33	10
31/03/22	£805	£763	£42	£0	£3,484	£458	7.2	20	35
31/03/21	£672	£515	£157	£0	£3,442	£299	7	15	100
31/03/20	£577	£632	£-55	£0	£3,257	£3,257	61.8	15	9
31/03/19	£535	£625	£-90	£0	£3,312	£119	2.3	15	10
31/03/18	£632	£706	£-74	£0	£3,403	£3,402	57.9	20	0
31/03/17	£690	£760	£-70	£0	£3,478	£3,460	54.6	20	0
31/03/16	£755	£865	£-111	£0	£3,540	£61	0.9	23	0
31/03/15	£1,589	£838	£751	£4	£3,653	£110	1.6	27	0
31/03/14	£3,488	£2,654	£834	£9	£2,900	£62	0.3	27	0
31/03/13	£805	£808	£-4	£17	£241	£194	2.9	22	0
31/03/12	£709	£1,130	£-422	£20	£238	£214	2.3	30	0
31/03/11	£1,561	£1,140	£421	£32	£659	£509	5.4	29	0
31/03/10	£1,069	£1,029	£40	£22	£238	£119	1.4	24	0
31/03/09	£904	£809	£96	£20	£187	£44	0.7	21	0
31/03/08	£710	£786	£-76	£19	£102	£12	0.2	18	0
31/03/07	£559	£727	£-167	£22	£187	£92	1.5	18	0
31/03/06	£1,160	£1,069	£91	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 12%
Liabilities/Income: 42%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 45.8 months
Net Current Assets/Spending: 9 months
Quick Ratio: 2.1

Asset Split ?

Balance Sheet History

Established: 20 years
(34 years as a company)

www.haltonsthelensvca.org.uk

info@haltonsthelensvca.org.uk

01744457100

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Halton, St Helens,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports 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	£69,740
Lloyds Bank Foundation	£33,185
Alex Ferry Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
Lloyds Bank Foundation - One off gift towards cost of living crisis to Halton & St Helens Voluntary & Community Action
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Grant to Halton & St Helens Voluntary & Community Action
£16,878	16/12/2021	Grant to Halton & St Helens Voluntary & Community Action
Lloyds Bank Foundation - Grant to Halton & St Helens Voluntary & Community Action
£4,686	02/09/2021	Grant to Halton & St Helens Voluntary & Community Action
Lloyds Bank Foundation - Development grant to Halton & St Helens Voluntary & Community Action
£9,371	01/04/2021 6	Restricted grant over six months to Halton & St Helens Voluntary & Community Action to lead local implementation of the Development directorate's People and Communities programme.
Alex Ferry Foundation - AFF communuity grant
£5,000	06/07/2020	community grant
National Lottery Community Fund - Halton St Helens VCA - COVID-19 Project
£69,740	02/06/2020 5	Halton and St Helens Voluntary and Community Action (VCA) provides support to third sector organisations through advice information and development support services. Funding will go towards ....more Halton and St Helens Voluntary and Community Action (VCA) provides support to third sector organisations through advice information and development support services. Funding will go towards increasing the group’s capacity and improve the support they can offer during the COVID lock-down.
National Lottery Community Fund - Essential Funding and Finance Skills
£9,800	03/01/2018 12	The group will provide training for staff and volunteers from voluntary organisations which will enable them to support people within their communities.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-75

ANNMARIE HOUGHTON Appointed: 2023

DR JUSTIN CHARLES DAVID HILL, Occupation: Ymca Manager

EMMA ELIZABETH HOWARTH Appointed: 2023, Occupation: Training & Development Officer

JOHN ROBERT POWELL Appointed: 2022, Occupation: Retired

LISA COGLEY Appointed: 2018, Occupation: Income Officer

MR HITESH PATEL, Occupation: Charity Chief Executive

MR MIKE FRY, Occupation: Insurance Broker

PAMELA MEREDITH Appointed: 2012, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 23/09/2004, number: 1106001
Registered at Companies House on 12/09/1990, number: 02539153

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

26/11/2020 - Asset transfer in from UMBRELLA HALTON
09/10/2023 - Asset transfer in from ST HELENS INDEPENDENT LIVING SERVICES LIMITED

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
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; all on time

Recent reorganisation events:

Asset transfer in from UMBRELLA HALTON on 26/11/2020
Asset transfer in from ST HELENS INDEPENDENT LIVING SERVICES LIMITED on 09/10/2023

Main office

ST. MARIES
LUGSDALE ROAD
WIDNES
WA8 6DB

Objectives

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC, PRINCIPALLY BUT NOT EXCLUSIVELY IN THE LOCAL GOVERNMENT AREA OF HALTON AND ST HELENS AND ITS ENVIRONS (HEREINAFTER CALLED THE AREA OF BENEFIT), AND IN PARTICULAR BUILD THE CAPACITY OF THIRD SECTOR ORGANISATIONS AND PROVIDE THEM WITH THE NECESSARY SUPPORT, INFORMATION AND SERVICES TO ENABLE THEM TO PURSUE OR CONTRIBUTE TO ANY CHARITABLE PURPOSE. TO PROMOTE, ORGANISE AND FACILITATE CO-OPERATION AND PARTNERSHIP WORKING BETWEEN THIRD SECTOR, STATUTORY AND OTHER RELEVANT BODIES IN THE ACHIEVEMENT OF THE ABOVE PURPOSES WITHIN THE AREA OF BENEFIT

Defined Area of Benefit:

HALTON AND ST HELENS