Finance Score: -1

Governance Score: -10

Support Score: 8

Accounts filed more than 5 days late: -3 times
Strong growth: +2
No PartB

No conflicts policy: -1
Only 4 Trustees: -1
Very static board: -5
All male board: -3

Grant maker support: +8

Overall GiG Score: -3

SOUTH WEST LANCASHIRE INDEPENDENT COMMUNITY ADVICE NETWORK LTD

To provide for those affected by poverty and need, employment and unemployment issues : debt and employment advice, representation and advocacy;support and advice in the provision of education, learning and training opportunities;support and assistance in the development of self-help initiatives

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
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 4 trustees
The Board is completely male
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Established: 19 years
(21 years as a company)

www.swlican.org

SWLICAN2014@GMAIL.COM

01695726269

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
31/12/22		£117	£113	£4	n/a	n/a	n/a	n/a	n/a	8
31/12/21	*	£113	£104	£9	n/a	n/a	n/a	n/a	n/a	5
31/12/20	*	£104	£88	£16	n/a	n/a	n/a	n/a	n/a	11
31/12/19	*	£46	£30	£17	n/a	n/a	n/a	n/a	n/a	15
31/12/18	*	£20	£18	£2	£0	£0	£0	n/a	0	14
31/12/17	*	£10	£10	£0	£0	£0	£0	n/a	0	0
31/12/16		£6	£8	£-2	£0	£0	£0	n/a	0	0
31/12/15		£14	£13	£2	£0	£0	£0	n/a	0	0
31/12/14	*	£13	£13	£0	£0	£0	£0	n/a	0	0
31/12/13		£67	£68	£-1	£0	£0	£0	n/a	0	0
31/12/12		£101	£101	£0	£0	£0	£0	n/a	0	0
31/12/11		£94	£102	£-8	£0	£0	£0	n/a	0	0
31/12/10	*	£99	£97	£2	£0	£0	£0	n/a	0	0
31/12/09		£91	£91	£0	£0	£0	£0	n/a	0	0
31/12/08		£54	£40	£15	£0	£0	£0	n/a	0	0
31/12/07	*	£45	£69	£-24	£0	£0	£0	n/a	0	0
31/12/06		£88	£84	£4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Lancashire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
8 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.

Major supporters in last 5 years

National Lottery Community Fund	£635,690
John Moores Foundation	£29,453
Garfield Weston Foundation	£10,000
Community Foundations for Lancashire & Merseyside	£3,000

Specific Donations

Amount	When Months	To be used for
Community Foundations for Lancashire & Merseyside - INFORM AND EMPOWER – A Different Approach
£3,000	16/12/2022	The funding will be used to provide a number of training sessions for vulnerable adults that are focused around financial planning.
National Lottery Community Fund - AIMS Project
£394,855	16/11/2022	The funding will be used to continue to continue to provide their core work of providing confidential non-judgmental welfare rights/employment law and debt advice for residents of West Lancashire and ....more The funding will be used to continue to continue to provide their core work of providing confidential non-judgmental welfare rights/employment law and debt advice for residents of West Lancashire and surrounding areas through their Aims Project. Originally in partnership with a local CIC ARK SWLICAN provides specialist support for disenfranchised people eg ex-offenders unemployed homeless veterans and/or those affected by substance misuse. As a result of the partnership there are now established relationships with organisations such as The British Legion SSAFA and NHS Drug and Alcohol Team to help ensure they gain the right support and information for their clients.
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£10,000	28/01/2022	SWLICAN Financial Empowerment Project
John Moores Foundation - Grant to South West Lancashire Independent Community Advice Network (ICAN)
£29,453	23/09/2021	Towards the Debt Adviser salary and associated costs
National Lottery Community Fund - West Lancashire Aims Project (Advice. Information. Mentoring. Support)
£240,835	29/08/2019 36	West Lancashire Aims Project (Advice. Information. Mentoring. Support)
John Moores Foundation - Grant to South West Lancashire Independent Community Advice Network
£5,675	31/03/2019	Towards running costs
The Clothworkers Foundation - Grant to South West Lancashire Independent Community Advice Network
£7,900	01/03/2017	purchase of IT equipment for a charity which works with disadvantaged young people
John Moores Foundation - Grant to South West Lancashire Independent Community Advice Network
£5,050	01/11/2016	Towards running costs

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 63-85

CHARLES PENRY EVANS Appointed: 2012, Occupation: None

DAVID VICKERS Appointed: 2012, Occupation: None

GEORGE HUGHES Appointed: 2009, Occupation: Retired

PAUL MCCONNELL (Chair) Appointed: 2009, Occupation: Chair

Legal constitution

Charitable company registered in England & Wales on 29/07/2005, number: 1110649
Registered at Companies House on 16/12/2002, number: 04617964

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

17 returns made; AR21: 8 days late, AR20: 5 days late, AR19: 53 days late, AR18: 138 days late, AR17: 38 days late, AR14: 25 days late, AR10: 35 days late, AR07: 27 days late,

Main office

Evermoor hub
1 Birleywood
Skelmersdale
WN8 9HR

Objectives

ANY CHARITABLE PURPOSE TOWARDS THE ALLEVIATION OF POVERTY AND NEED IN SOUTH WEST LANCASHIRE PARTICULARLY THROUGH THE PROVISION OF :(I) ADVICE, REPRESENTATION AND ADVOCACY FOR THOSE AFFECTED BY POVERTY AND NEED(II) SUPPORT AND ADVICE IN THE PROVISION OF EDUCATION, LEARNING AND TRAINING OPPORTUNITIES FOR THOSE AFFECTED BY POVERTY AND NEED(III) TO PROVIDE SUPPORT AND ASSIST IN THE DEVELOPMENT OF SELF HELP INITIATIVES BY THOSE AFFECTED BY POVERTY AND NEED.

Defined Area of Benefit:

SOUTH WEST LANCASHIRE.

Data Sources