Finance Score: 0
Governance Score: 6
Support Score: 14
  • Poor Liquidity: -1
  • Reasonable growth: +1
  • Volatile income & significant deficit in latest year: -5
  • Future income +5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Large volunteer base +3
  • Overall weighted support: +11
Overall GiG Score: 20 ?

SHIFT.MS

Shift.ms is a user-led social network - www.shift.ms - for people with Multiple Sclerosis (known as MSers), particularly the recently diagnosed. Shift.ms aims to create a positive, enabling community for MSers which empowers them to acknowledge their MS, rethink how to achieve their ambitions and get on with their lives.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
  • Income has been volatile recently and was significantly lower than spending in the latest year

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
30/04/23£643£1,214£-571£107£274£1511.516256
30/04/22£1,011£733£278£70£844£3445.612252
30/04/21£1,049£709£340£59£567£2313.912250
30/04/20£950£949£1£13£226£1281.612239
30/04/19£690£750£-60£7£225£1292.110218
30/04/18£402£516£-114n/an/an/an/an/an/a
30/04/17£336£461£-124n/an/an/an/an/an/a
30/04/16£792£378£414£33£524£32180
30/04/15£282£260£22n/an/an/an/an/an/a
30/04/14£237£198£39n/an/an/an/an/an/a
30/04/13£103£106£-3n/an/an/an/an/an/a
30/04/12£68£13£55n/an/an/an/an/an/a
30/04/11£13£20£-6n/an/an/an/an/an/a
30/04/10£16£11£5n/an/an/an/an/an/a
30/04/09*£2£12£-9n/an/an/an/an/an/a
30/04/08£26£7£19n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 16.6%
Fundraising Costs/Total Spending: 8.8%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 23%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 55%
Reserves/Spending: 1.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.4
Asset Split ?
Balance Sheet History
Established: 18 years

www.shift.ms

hello@shift.ms

07989655586

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Medical education, training & equipment
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Australia, Canada, Guernsey, Ireland, Isle Of Man, New Zealand, Northern Ireland, Scotland, Throughout England And Wales, United States,
Who it helps
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£770,023
Henry Smith Charity£107,500
City Bridge Trust£82,895
Garfield Weston Foundation£60,000
RS Macdonald Charitable Trust£30,000
DCMS£19,728
The Clothworkers Foundation£7,700
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Digital peer support for those living with multiple sclerosis.
£372,167 29/06/2023
Funding will be used to provide social and emotional support to younger people newly diagnosed with Multiple Sclerosis (MS). The project aims to increase the number of people benefitting from one-to-one support expand peer support through digital ....more
Garfield Weston Foundation - Main Grants award
£30,000 24/04/2023
Delivering peer support to those diagnosed with MS; helping to reduce their feelings of isolation and loneliness, connecting them with other MSers and developing their knowledge and confidence to ensure they can live well with the condition.
Henry Smith Charity - Grant to Shift.ms
£107,500 09/11/2022
36
towards three years' salary and on costs of a Participation Development Manager and Participation Officer for a project providing personalised one-to-one social and emotional support for people recently diagnosed with Multiple Sclerosis across the ....more
Garfield Weston Foundation - Main Grants award
£30,000 18/03/2022
Reducing isolation and loneliness among younger people and those newly diagnosed with MS in the UK and empowering them to better manage and live positively with their condition
RS Macdonald Charitable Trust - Shift.ms?s Peer Support Services in Scotland
£30,000 24/11/2021
This project will help to expand the reach of Shift.ms's Peer Support Services in Scotland, which work to reduce isolation and loneliness among younger people newly diagnosed with MS, and empower those affected to better manage and live positively ....more
Sir George Martin Trust - Grant to Shift.ms
£2,000 15/10/2021
Core costs for Advancement of Health/Saving Lives
The Clothworkers Foundation - Grant to Shift.ms
£7,700 14/09/2021
purchase IT equipment for a charity supporting people with disabilties in Leeds
Sir Jules Thorn Charitable Trust - Shift.ms - 05/07/21
£1,000 28/07/2021
Core Funding
DCMS - Loneliness Engagement Fund - Shift.MS
£19,728 01/04/2021
Conduct research to understand the triggers of loneliness for people with MS, to inform a report with findings disseminated across sector and engaging digital content shared on social media. This will help to reduce stigma around loneliness and ....more
National Lottery Community Fund - Buddy Network and Digital Peer Support for people with MS in Yorks and Humber
£299,092 23/02/2021
36
The project is using funding to provide support to tackle isolation and loneliness among people in Yorkshire and Humber who are living with Multiple Sclerosis (MS) particularly people with a new diagnosis. The project provides tailored and closely ....more
City Bridge Trust - Grant to Shift.Ms
£48,949 02/09/2020
towards the costs outlined in your application for a head of service, junior video editor, digital marketing manager and community coordinator to develop and enhance a user-led digital mental health support services with tailored therapies and ....more
National Lottery Community Fund - Facing MS and Fighting COVID-19 Together
£88,764 18/06/2020
7
The funding will provide both online support for people with Multiple sclerosis (MS) through correct consultations as well as those who are struggling with their condition during the lockdown. The aim is to reduce feelings of isolation and improve ....more
City Bridge Trust - Grant to Shift.Ms
£33,946 11/06/2020
£33,946.00 to fund the essential and urgent costs outlined in the application, in order to carry on providing support to Londoners
National Lottery Community Fund - The Energy University
£10,000 10/02/2020
12
The funding will be used to deliver training videos and to up skill volunteers allowing people with Multiple Sclerosis to volunteer remotely. The project aims to provide an advanced training programme to develop volunteers and to support people with ....more
National Lottery Community Fund - MS Buddy Network
£99,754 28/02/2019
36
This funding is for a support project aimed at people with Multiple Sclerosis (MS). The project is designed to connect people who have recently received a diagnosis of MS with a 'buddy' who has had the condition for much longer and can provide ....more
National Lottery Community Fund - The Energy University
£10,000 24/01/2019
12
Funding will be used to create The Energy University, an online training programme where volunteers can gain transferable skills. The project aims to enable people with multiple sclerosis (MS) to volunteer remotely increasing their confidence and ....more
National Lottery Community Fund - Training for The Energy at Shift.ms
£10,000 20/04/2016
12
The organisation will use the funding to develop and establish a new online training programme for new volunteers within the organisation. This will enable the group to be flexible in its approach to training and recruiting new volunteers who are ....more
Comic Relief - Correcting the unfairness of people with multiple sclerosis not being able to work
£123,735 16/03/2016
36
100,000 people in the UK have multiple sclerosis. 75% of them report that the condition has affected their employment opportunities and 80% have given up work within 15 years of diagnosis. Shift.ms will use its proven citizen reporter methodology to ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 33-58
  • DR ALAN FAYAZ Appointed: 2024, Occupation: Clinical Consultant
  • FRANCESCA ARESE LUCINI Appointed: 2024
  • ISAAC DAVID JOSEPH BATLEY Appointed: 2023, Occupation: Ceo
  • JOHN ROBERT STIER Appointed: 2024, Occupation: Chair/Ned
  • KEVIN JON ASHER Appointed: 2024, Occupation: Director
  • MARY ROSE ROPNER Appointed: 2020, Occupation: Senior Consultant
  • PETER MALCOLM CROOKS Appointed: 2024, Occupation: Coo
  • PRAVEEN PREMKUMAR Appointed: 2023, Occupation: Fundraising / Marketing
  • THOMAS JAMES TYLER Appointed: 2022, Occupation: Head Of Philanthropy At Blood Cancer Uk
Legal constitution
  • Charitable company registered in England & Wales on 08/12/2006, number: 1117194
  • Registered at Companies House on 16/11/2006, number: 06000961
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
16 returns made; AR09: 53 days late,
Main office

Shift.Ms
Platform
New Station Street
LEEDS
LS1 4JB

Objectives

To advance the education of the public in the subject of multiple sclerosis, in particular but not exclusively, by the provision of a website.

Defined Area of Benefit:

NOT DEFINED.

Data Sources

Charity Commission for England and Wales
360 Giving

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