Finance Score: -3

Governance Score: -1

Support Score: 0

Poor Liquidity: -1
Accounts filed more than 5 days late: -2 times

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

No supporters identified

Overall GiG Score: -4

VALUES ACADEMY

To advance the full or part-time education of children and young people aged 11-18 who by reason of exclusion from education or otherwise by special educational needs may not for any period received suitable provision unless alternatives are made for them. To promote or advance for the benefit of the social welfare or education of people living in the area of benefit in which the charity operates.

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

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity
There are only 3 trustees
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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	*	£1,262	£1,234	£28	£0	£425	£0	n/a	38	1
31/03/22		£1,153	£1,145	£8	£0	£397	£0	n/a	36	0
31/03/21		£1,094	£1,167	£-73	£0	£389	£0	n/a	42	0
31/03/20	*	£1,269	£1,250	£20	£0	£462	£0	n/a	45	0
31/03/19		£1,195	£1,188	£8	£0	£442	£0	n/a	45	0
31/03/18		£1,198	£1,075	£123	£0	£435	£0	n/a	45	0
31/03/17		£1,115	£1,061	£54	£0	£312	£0	n/a	49	0
31/03/16		£1,077	£1,096	£-19	£0	£257	£0	n/a	53	0
31/03/15		£1,251	£1,107	£145	£0	£276	£0	n/a	54	0
31/03/14?		£1,179	£1,222	£-43	£15	£131	£3	0	45	0
31/12/12		£956	£872	£83	£13	£175	£3	0	60	0
31/12/11	*	£832	£738	£93	£2	£91	£3	0	39	0
31/12/10		£493	£559	£-66	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 19%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.4

Asset Split ?

Established: 15 years
(25 years as a company)

www.valuesacademy.org.uk

info@valuesacademy.org.uk

0121 523 0222

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Services for people with disabilities

How it operates

Provides services

Where it operates

Birmingham City, Warwickshire,

Who it helps

Children/Young People

Who works here?

38 employees
1 volunteer

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 - Values Home and Away Project
£10,000	06/01/2016 12	The group will use the funding to provide a residential trip for the benefit of SEN pupils. This will broaden the experiences of the beneficiaries and engage them in activities designed to improve ....more The group will use the funding to provide a residential trip for the benefit of SEN pupils. This will broaden the experiences of the beneficiaries and engage them in activities designed to improve their overall social development.
National Lottery Community Fund - Ingestre Hall Residential Week
£10,000	06/08/2014 12	Not Available

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-66

ESTELLE ANN ROWE Appointed: 2021, Occupation: Trustee

RUTH GRINDEY (Chair) Appointed: 2022, Occupation: Director

TIMOTHY DAVID MILLS Appointed: 2024, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 06/10/2009, number: 1131991
Registered at Companies House on 19/08/1998, number: 03618159

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Volunteer management

Filing Record

13 returns made; AR23: 19 days late, AR20: 59 days late, AR11: 0 days late,

Main office

15 Key Hill
Hockley
Birmingham
B18 5PB

Objectives

TO ADVANCE THE EDUCATION OF PEOPLE THROUGH THE PROVISION OF PERSONAL, SOCIAL AND HEALTH EDUCATION;TO ACT AS A RESOURCE FOR YOUNG PEOPLE UP TO THE AGE OF 25 BY PROVIDING ADVICEAND ASSISTANCE AND ORGANISING PROGRAMMES OF PHYSICAL, EDUCATIONAL AND OTHERACTIVITIES AS A MEANS OF:A. ADVANCING IN LIFE AND HELPING YOUNG PEOPLE BY DEVELOPING THEIR SKILLS,CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY ASINDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS;B. ADVANCING EDUCATION;C. RELIEVING UNEMPLOYMENT;D. PROVIDING RECREATIONAL AND LEISURE TIME ACTIVITY IN THE INTERESTS OF SOCIAL WELFARE FOR PEOPLE LIVING IN THE AREA OF BENEFIT WHO HAVE NEED BY REASONOF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, POVERTY OR SOCIAL AND ECONOMICCIRCUMSTANCES WITH A VIEW TO IMPROVING THE CONDITIONS OF LIFE OF SUCHPERSONS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources