Finance Score: -1

Governance Score: 6

Support Score: 2

Volatile income
spending growth: -1
No PartB

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 7

EXETER COMMUNITY TRANSPORT ASSOCIATION

Provision of transport services to disabled persons including Ring & Ride service, hire of wheelchairs and mobility equipment.

Analysis by Giving is Great

Positives:

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 gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently but spending has been maintained

Established: 15 years

www.exetercta.co.uk

info@exetercta.co.uk

01392494001

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	*	£123	£140	£-16	n/a	n/a	n/a	n/a	n/a	7
31/03/22		£158	£115	£43	n/a	n/a	n/a	n/a	n/a	12
31/03/21		£102	£108	£-6	n/a	n/a	n/a	n/a	n/a	12
31/03/20		£114	£110	£4	n/a	n/a	n/a	n/a	n/a	25
31/03/19		£220	£118	£102	n/a	n/a	n/a	n/a	n/a	25
31/03/18		£119	£124	£-6	£0	£0	£0	n/a	0	0
31/03/17		£136	£132	£4	£0	£0	£0	n/a	0	0
31/03/16		£130	£131	£-1	£0	£0	£0	n/a	0	0
31/03/15		£116	£128	£-12	£0	£0	£0	n/a	0	0
31/03/14		£131	£120	£12	£0	£0	£0	n/a	0	0
31/03/13		£126	£119	£8	£0	£0	£0	n/a	0	0
31/03/12		£123	£115	£8	£0	£0	£0	n/a	0	0
31/03/11		£120	£136	£-16	£0	£0	£0	n/a	0	0
31/03/10	*	£76	£149	£-72	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability

How it operates

Acts as an umbrella or resource body
Provides human resources
Provides services

Where it operates

Devon,

Who it helps

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

Who works here?

Unknown number of employees
7 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
Co-Operative Group - Grant to ExeAccess
£2,901	15/11/2019	We want to purchase a large, specially adapted bus to take local disabled people on shopping trips and days out.
The Clothworkers Foundation - Grant to Exeter Community Transport Association
£15,000	31/08/2018	purchase of a bus for a charity which works with disabled people in Exeter
Garfield Weston Foundation - Main Grants award
£20,000	05/06/2018	The Access Bus Project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-81

BARBARA ELLEN DENNING Appointed: 2024, Occupation: Company Director

CHRIS PETER NORTON Appointed: 2011, Occupation: Disability Awareness Trainer

JANET MARY NEWTON Appointed: 2024, Occupation: Company Director

MR GRAMHAM JOHN PROWSE

CLAIRE MARIE HUNT Appointed: 2017, Occupation: Medical Secretary

JANET GALE (Chair) Appointed: 2023, Occupation: Secretary

PAUL WILLIAMS, Occupation: Legal Executive

ROY HILL Appointed: 2022, Occupation: Retired, Other trusteeship: NICHOLAS SPICER'S CHARITY,

Legal constitution

Charitable company registered in England & Wales on 13/05/2009, number: 1129560
Registered at Companies House on 09/04/2009, number: 06874791

Gift Aid

Registered with HMRC for Gift Aid

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
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

14 returns made; AR23: 16 days late, AR10: 40 days late,

Main office

8-10 PARIS STREET
EXETER
EX1 1GA

Objectives

3.1 TO PROVIDE A COMMUNITY TRANSPORT SERVICE FOR SUCH OF THE INHABITANTS OF ANDVISITORS TO THE CITY OF EXETER AND SURROUNDING DISTRICTS OF DEVON (THE 'AREA OFBENEFIT') WHO ARE IN NEED OF SUCH A SERVICE BECAUSE OF AGE, SICKNESS ORDISABILITY (MENTAL OR PHYSICAL), OR POVERTY, OR BECAUSE OF A LACK OF AVAILABILITY OFADEQUATE AND APPROPRIATE PUBLIC PASSENGER SERVICES.

Defined Area of Benefit:

DEVON

Data Sources