Finance Score: 4

Governance Score: 6

Support Score: 1

Liabilities <10%: +3
Excess liquidity: -1
Strong growth: +2

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +1

Overall GiG Score: 11

MENTAL HEALTH MATTERS WALES LIMITED

MHM Wales currently delivers the following services;Talking Connections (Counselling service), Independent Mental Capacity Advocate (IMCA), Paid Relevant Person's Representative Service (PRPR), Independent Professional Advocacy Service (IPA), Friends of Coity, Wellbeing Drop-in Hubs, Self Harm and Eating Disorder peer support groups, Information, Training, DBS Services and Volunteering

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

Established: 16 years

www.mhmwales.org.uk

admin@mhmwales.org

01656 651450

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		£1,968	£1,472	£496	£0	£2,126	£2,126	17.3	52	17
31/03/22		£1,408	£1,204	£204	£0	£1,589	£1,589	15.8	48	18
31/03/21		£1,269	£965	£305	£0	£1,384	£1,384	17.2	38	13
31/03/20		£831	£790	£41	£0	£1,080	£1,061	16.1	29	15
31/03/19		£751	£730	£21	£0	£1,038	£1,027	16.9	27	18
31/03/18		£789	£700	£89	£0	£1,017	£994	17	26	0
31/03/17		£748	£611	£137	£0	£928	£884	17.4	22	0
31/03/16		£588	£620	£-31	£0	£791	£772	15	23	0
31/03/15		£862	£855	£7	£9	£823	£811	11.4	32	0
31/03/14		£992	£932	£61	£17	£816	£18	0.2	35	0
31/03/13	*	£973	£825	£148	£7	£758	£186	2.7	38	0
31/03/12		£813	£680	£133	£15	£611	£132	2.3	36	0
31/03/11		£705	£680	£25	£41	£477	£113	2	29	0
31/03/10		£802	£624	£179	£7	£452	£161	3.1	26	0
31/03/09		£771	£497	£273	£6	£273	£82	2	22	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: 3%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 17.3 months
Net Current Assets/Spending: 14 months
Quick Ratio: 19.4

Asset Split ?

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

52 employees
17 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
National Lottery Community Fund - COVID-19 - Peer Support Groups
£8,751	07/07/2020 9	Mental Health Matters Wales in Bridgend has received £8751 to run online peer-support groups and one-to-one sessions for people who are vulnerable and at risk of deteriorating mental ill-health ....more Mental Health Matters Wales in Bridgend has received £8751 to run online peer-support groups and one-to-one sessions for people who are vulnerable and at risk of deteriorating mental ill-health during the COVID-19 pandemic. Mae Materion Iechyd Meddwl Cymru ym Mhen-y-bont ar Ogwr wedi derbyn £8751 i redeg grwpiau cymorth cymheiriaid ar-lein a sesiynau un i un i bobl sy'n agored i niwed ac sydd mewn perygl o ddirywiad mewn afiechyd meddwl yn ystod y pandemig COVID-19.
Lloyds Bank Foundation - Grant to Mental Health Matters Wales
£49,468	20/07/2016 24	To fund a part-time Advocacy Worker supporting those individuals moving on from or receiving a reduction in Community Mental Health Support, including their families and carers based in and around ....more To fund a part-time Advocacy Worker supporting those individuals moving on from or receiving a reduction in Community Mental Health Support, including their families and carers based in and around the Bridgend area.
Lloyds Bank Foundation - Grant to Mental Health Matters Wales
£12,000	17/08/2012	the salaries of the Advocacy Worker and Advocacy Manager
National Lottery Community Fund - 'Moving On' - A Befriending & Mentoring Scheme
£381,032	29/03/2011 60	The project will support people aged 50+ who are socially isolated due to mental health issues or learning disabilities, prioritising those who do not have family and friends in Bridgend County ....more The project will support people aged 50+ who are socially isolated due to mental health issues or learning disabilities, prioritising those who do not have family and friends in Bridgend County Borough. Volunteer befrienders will provide specialist 1:1 support for beneficiaries to enable them to access a range of activities and services back to work opportunities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Age Range of Trustees: 36-73

DHANISHA PATEL Appointed: 2017, Occupation: Paralegal

ELAINE TANNER Appointed: 2022, Occupation: Directorate Manager; Covid-19 Testing. Cwm Taf

JOHN CHARLES SPANSWICK Appointed: 2020, Occupation: County Borough Councillor

NATALIE ELLEN SILCOX Appointed: 2022, Occupation: Independent Management & Social Work Consultant

RICHARD YOUNG (Chair) Appointed: 2008, Occupation: Lecturer, Other trusteeship: BRIDGEND ASSOCIATION OF VOLUNTARY ORGANISATIONS,

SULIMAN HAWAS Appointed: 2008, Occupation: Quality Manager

Legal constitution

Charitable company registered in England & Wales on 23/04/2008, number: 1123842
Registered at Companies House on 09/01/2008, number: 06468412

Gift Aid

NOT 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
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

15 returns made; AR13: 13 days late,

Main office

Union Offices
Quarella Road
Bridgend
Mid Glamorgan
Wales
CF31 1JW

Objectives

TO PROMOTE THE MENTAL AND EMOTIONAL HEALTH AND WELL-BEING OF THE PUBLIC THROUGH THE PROVISION OF INFORMATION, ADVOCACY, TRAINING AND SUPPORT.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE WALES

Data Sources