Finance Score: 6

Governance Score: -3

Support Score: 3

Good reserves management: +3
Fundraising costs low: +3

Only 4 Trustees: -1
Narrow trustee age band: -2
Static board: -3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 6

CHRYSALIS (CUMBRIA) LTD

Chrysalis' vision is to enrich and support the lives of individuals with disabilities.Person-centred support provided, flexibly meeting individual needs.Community Activities include: Independent living, The arts,Horticulture, Swimming,Employment support,Holidays, Outdoor activities.Our Wholefood shop provides skills for employment and engagement. 24hr supported living opportunities.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board composition appears to be rather static and has little diversity in terms of age

Established: 18 years

www.chrysalis-cumbria.co.uk

info@chrysalis-cumbria.co.uk

01697344751

Charity Commission for England and Wales

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	£1,408	£1,463	£-55	£55	£433	£426	3.5	69	3
31/03/22	£1,289	£1,398	£-109	£52	£489	£481	4.1	64	2
31/03/21	£1,588	£1,506	£83	£51	£597	£580	4.6	80	0
31/03/20	£1,509	£1,452	£57	£64	£515	£507	4.2	88	5
31/03/19	£1,418	£1,326	£91	£52	£458	£430	3.9	83	6
31/03/18	£1,166	£1,198	£-32	£48	£366	£325	3.3	77	0
31/03/17	£1,041	£1,006	£34	£53	£398	£376	4.5	70	0
31/03/16	£985	£976	£10	£52	£364	£348	4.3	57	0
31/03/15	£1,004	£962	£42	£87	£354	£339	4.2	55	0
31/03/14	£876	£867	£9	£95	£322	£302	4.2	49	0
31/03/13	£812	£821	£-9	£87	£313	£279	4.1	47	0
31/03/12	£840	£834	£6	£111	£322	£304	4.4	48	0
31/03/11	£862	£827	£36	£92	£315	£298	4.3	59	0
31/03/10	£414	£395	£19	£0	£0	£0	n/a	0	0
31/03/09	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/08	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/07	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4%
Fundraising Costs/Total Spending: 3.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 24%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 3.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 3.5

Asset Split ?

What it does

Amateur Sport
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

Who works here?

69 employees
3 volunteers

Who it helps

Other Defined Groups
People With Disabilities

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cumbria,

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
Cumbria Community Foundation - Resource base improvements
£4,200	02/12/2021	Resource base improvements
Cumbria Community Foundation - Garden shelters
£2,925	02/12/2020	Garden shelters
Cumbria Community Foundation - Food, IT, staff, signage, cleaning costs
£5,000	28/05/2020 3	Food, IT, staff, signage, cleaning costs
Co-Operative Group - Grant to Chrysalis (Cumbria) Ltd
£4,674	15/11/2019	We want to buy a new kiln and provide sessions for our members with disabilities, so that they can create pottery.
Cumbria Community Foundation - Replacement Kiln
£3,500	12/07/2019	Replacement Kiln
Cumbria Community Foundation - Leaside Replacement Central Heating System
£10,000	20/06/2018	Leaside Replacement Central Heating System
The Clothworkers Foundation - Grant to Chrysalis
£15,000	16/05/2018	new heating system for a charity in Cumbria which works with people with learning disabilities

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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: 66-84

BARBARA HELEN EARL (Chair) Appointed: 2016, Occupation: None

DAVID ALAN DODD Appointed: 2019, Occupation: Retired

JOSEPH RAYMOND FEARON Appointed: 2010, Occupation: Retired, Other trusteeship: ST MARY LODGE BENEVOLENT FUND,

MARGARET ALICE DRURY Appointed: 2017, Occupation: Cqc Inspector, Other trusteeship: HOSPICE AT HOME CARLISLE AND NORTH LAKELAND,

Legal constitution

Charitable company registered in England & Wales on 14/09/2006, number: 1116125
Registered at Companies House on 21/03/2006, number: 05751140

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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

17 returns made; all on time

Main office

CHRYSALIS
LEASIDE
LONGTHWAITE ROAD
WIGTON
CA7 9JR

Objectives

1 PROVIDE FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION OF PEOPLE WITH LEARNING DIFFICULTIES RESIDENT IN CUMBRIA WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.2 RELIEVE THE POVERTY AND ADVANCE THE EDUCATION OF SUCH PERSONS BY CHARITABLE FORMS OF SUPPORT INCLUDING THE PROVISION OF SUPPORTED EMPLOYMENT AND TRAINING.

Defined Area of Benefit:

CUMBRIA.

Data Sources