Finance Score: 6

Governance Score: 7

Support Score: 8

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

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 21

ORWELL MENCAP

The provision of staff to support our clients within our day care centre, their home or other locations. Also, the provision of Social Enterprise initiatives including the garden furniture workshop and green bike project.

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
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

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		£1,701	£1,789	£-88	£39	£870	£727	4.9	97	10
31/03/22		£1,525	£1,561	£-36	£38	£958	£868	6.7	92	6
31/03/21		£1,471	£1,339	£133	£32	£994	£924	8.3	92	4
31/03/20		£1,474	£1,525	£-50	£31	£862	£779	6.1	104	10
31/03/19		£1,495	£1,524	£-29	£30	£912	£821	6.5	124	10
31/03/18		£1,547	£1,589	£-42	£31	£941	£829	6.3	124	0
31/03/17		£1,642	£1,637	£5	£29	£983	£865	6.3	137	0
31/03/16		£1,669	£1,602	£67	£28	£995	£831	6.2	134	0
31/03/15		£1,575	£1,535	£40	£55	£928	£784	6.1	97	0
31/03/14	*	£1,511	£1,453	£58	£51	£888	£728	6	90	0
31/03/13		£1,450	£1,436	£14	£50	£830	£639	5.3	86	0
31/03/12		£1,480	£1,476	£4	£53	£816	£607	4.9	81	0
31/03/11		£1,590	£1,487	£104	£52	£812	£571	4.6	80	0
31/03/10		£1,511	£1,515	£-4	£57	£708	£447	3.5	82	0
31/03/09	*	£1,456	£1,468	£-12	£52	£712	£492	4	88	0
31/03/08		£1,180	£1,177	£3	£41	£743	£487	5	74	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.3%
Fundraising Costs/Total Spending: 2.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 17%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 84%
Reserves/Spending: 4.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3

Asset Split ?

Established: 17 years

www.orwellmencap.co.uk

info@orwellmencap.co.uk

01473723888

Charity Commission for England and Wales

Tweets

Listed activities

Disability

GiG Classification

Mental health and addiction

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Suffolk,

Who it helps

People With Disabilities

Who works here?

97 employees
10 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
The Clothworkers Foundation - Grant to Orwell Mencap
£50,000	18/10/2023	Construction of workshop for a charity which works with adults with disabilities In Ipswich
Wolfson Foundation - Grant to Orwell Mencap
£60,000	07/12/2022	New bike workshop providing training opportunities for adults with learning disabilities
Suffolk Community Foundation - Warehouse refurbishment
£2,856	23/11/2017 11	To purchase 2 height adjustable tables for people in wheelchairs at Orwell Mencap.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-72

BRIAN DONALD ENGLAND Appointed: 2021, Occupation: Retired Human Resource Advisor

EMMA SOPHIE FRANKS Appointed: 2021, Occupation: Charity Manager

JOHN STEVENS Appointed: 2010, Occupation: Public Sector Consultant

JAMES DICKSON Appointed: 2021, Occupation: Unemployed

MARK DAVID SCROGIE Appointed: 2022, Occupation: Social Worker

JILL KNELL (Chair) Appointed: 2014, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 08/02/2007, number: 1117888
Registered at Companies House on 31/10/2006, number: 05984331

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

Filing Record

16 returns made; AR14: 1 days late, AR09: 2 days late,

Main office

Orwell Mencap Ltd
6 Wright Road
Ipswich
IP3 9JG

Objectives

THE RELIEF OF THOSE PEOPLE IN NEED THROUGH DISABILITIES AND DISADVANTAGES BY IDENTIFYING, PROMOTING THEIR NEEDS, AND PROVIDING SERVICES AND FACILITIES FOR THE PUBLIC BENEFIT.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE. IPSWICH, SUFFOLK

Data Sources