Finance Score: 5

Governance Score: -1

Support Score: 6

Good reserves management: +3
Strong growth: +2

Mainly female board: -1

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 10

FORUM CIO

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE COMMUNITY OF YORKSHIRE AND THE HUMBER. IN PARTICULAR, THE PROTECTION OF HEALTH, AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS AND TO PROMOTE AND ORGANISE CO-OPERATION IN THE ACHIEVEMENT OF THE SAME BY BRINGING TOGETHER REPRESENTATIVES OF THE VOLUNTARY ORGANISATIONS AND STATUTORY AUTHORITIES WITHIN THAT AREA OF BENEFIT.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Reserves management has been consistently within official guidelines
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

Regulatory & Governance issues to consider:

The Board is predominantly female
Over half the Board have joined recently

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		£1,358	£1,222	£137	£0	£742	£443	4.4	30	330
31/03/22		£1,432	£1,051	£381	£0	£606	£571	6.5	21	0
31/03/21		£812	£769	£42	£0	£225	£212	3.3	21	0
31/03/20		£570	£557	£13	£0	£182	£182	3.9	19	0
31/03/19		£596	£590	£6	£0	£169	£176	3.6	20	15
31/03/18		£641	£606	£35	£0	£163	£163	3.2	19	0
31/03/17		£573	£506	£67	£0	£129	£126	3	18	0
31/03/16		£474	£499	£-25	£0	£0	£0	n/a	0	0
31/03/15		£558	£635	£-77	£10	£87	£53	1	18	0
31/03/14		£795	£737	£58	£6	£165	£162	2.6	18	0
31/03/13		£717	£787	£-71	£18	£107	£107	1.6	19	0
31/03/12		£790	£784	£6	£8	£177	£111	1.7	25	0
31/03/11		£966	£1,048	£-82	£15	£171	£66	0.8	21	0
31/03/10		£978	£974	£4	£11	£252	£23	0.3	20	0
31/03/09	*	£971	£830	£141	£9	£248	£-38	-0.6	18	0
31/03/08		£792	£788	£5	£19	£108	£-10	-0.2	29	0
31/03/07		£917	£1,037	£-120	£21	£103	£4	0	17	0
31/03/06		£1,328	£1,105	£223	£0	£0	£0	n/a	0	0

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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: 35%
Liabilities/Income: 30%
Unrestricted Funds/Total Funds: 60%
Reserves/Spending: 4.4 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.4

Asset Split ?

Established: 19 years

www.northbankforum.org.uk

admin@nbforum.org.uk

01482499030

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Community services

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Calderdale, City Of York, East Riding Of Yorkshire, Kingston Upon Hull City, North East Lincolnshire, North Lincolnshire, North Yorkshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

30 employees
330 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
Two Ridings Community Foundation - Covid-19
£11,504	03/06/2020	Funding to develop a BAME network to respond to Covid-19. Network will reach all BAME communities within Hull and identify gaps in support provision/barriers to accessing services. Aiming to increase ....more Funding to develop a BAME network to respond to Covid-19. Network will reach all BAME communities within Hull and identify gaps in support provision/barriers to accessing services. Aiming to increase awareness of Covid-19 legislation/advice, improve knowledge of signposting and services e.g. grants, food provision, digital services.
Lincolnshire Community Foundation - North Bank Forum for Voluntary Organisations Ltd (Sector Support North East Lincolnshire) Covid Project
£9,762	06/05/2020	Increased demand for service/collection of data to inform recovery phase
Lincolnshire Community Foundation - North Bank Forum for Voluntary Organisations Ltd (Sector Support North East Lincolnshire) Covid Project
£9,762	06/05/2020	Increased demand for service/collection of data to inform recovery phase

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees:

PRISCAH OLUOTCH Appointed: 2022

CATHERINE MARY BISHOP Appointed: 2023

KAY STEVENSON Appointed: 2022

JOHN STEPHEN ALLTOFT, Occupation: Chief Executive

PETRONELLA VAN DER ZANDE Appointed: 2022, Other trusteeship: LEVELS,

TISH ANN LAMB, Occupation: Manager

Legal constitution

Charity registered in England & Wales on 26/11/2004, number: 1107013

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
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

18 returns made; AR09: 20 days late,

Main office

Forum CIO
Ground Floor
Lowgate House
Lowgate
Hull
HU1 1EL

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN NORTH YORKSHIRE, SOUTH YORKSHIRE, WEST YORKSHIRE, THE EAST RIDING OF YORKSHIRE AND KINGSTON UPON HULL AND NORTH LINCOLNSHIRE AND NORTH EAST LINCOLNSHIRE (HEREINAFTER CALLED THE AREA OF BENEFIT) AND IN PARTICULAR THE PROTECTION OF HEALTH, AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS, AND IN THE FURTHERANCE OF THE SAID PURPOSES, BUT NOT FURTHER OR OTHERWISE, TO PROMOTE AND ORGANISE CO-OPERATION IN THE ACHIEVEMENT OF THE SAME AND TO THAT END TO BRING TOGETHER REPRESENTATIVES OF VOLUNTARY ORGANISATIONS AND STATUTORY AUTHORITIES WITHIN THE AREA OF BENEFIT.

Defined Area of Benefit:

EAST RIDING OF YORKSHIRE

Data Sources