Finance Score: -7

Governance Score: 6

Support Score: 3

Poor Liquidity: -1
Spending declining: -1
Multiple Deficits and declines: -5

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

Grant maker support: +3

Overall GiG Score: 2

ADVIZA PARTNERSHIP

ADVIZA AIMS TO IMPROVE THE LIVES OF YOUNG PEOPLE AND ADULTS WHO ARE SOCIALLY EXCLUDED BY ENABLING THEM TO PARTICIPATE IN SOCIETY AS INDEPENDENT MATURE & RESPONSIBLE INDIVIDUALS. THIS IS ACHIEVED BY GIVING ADVICE ON A RANGE OF SUBJECTS FROM CAREERS (INCLUDING ASSISTANCE WITH FINDING EMPLOYMENT) & EDUCATION TO DRUG ABUSE, HOMELESSNESS & TEENAGE PREGNANCY. ADVIZA ALSO SUPPORTS OTHER CHARITIES & NPOs.

Analysis by Giving is Great

Positives:

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 appears to have been slender at the latest year end
Spending is declining
Income has been volatile and on several occasions in recent years less than spending

Established: 15 years

www.adviza.org.uk

info@adviza.org.uk

01184027170

Charity Commission for England and Wales

Tweets

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		£4,232	£5,459	£-1,227	£0	£1,057	£1,057	2.3	57	0
31/03/22		£6,477	£6,958	£-481	£0	£-7,035	£-7,104	-12.3	120	0
31/03/21		£6,590	£6,622	£-32	£0	£-9,381	£-9,656	-17.5	104	0
31/03/20		£7,025	£8,308	£-1,283	£0	£-8,213	£-8,695	-12.6	160	27
31/03/19		£7,413	£8,481	£-1,068	£0	£-11,246	£-12,718	-18	125	426
31/03/18		£7,482	£8,792	£-1,310	£0	£-11,510	£-12,781	-17.4	135	0
31/03/17		£6,934	£8,064	£-1,129	£0	£-14,042	£-14,957	-22.3	137	0
31/03/16		£9,613	£10,697	£-1,083	£0	£-5,896	£-6,429	-7.2	201	0
31/03/15		£9,089	£9,749	£-660	£110	£-4,137	£-4,721	-5.8	270	0
31/03/14	*	£8,732	£9,082	£-350	£33	£-3,767	£-5,023	-6.6	222	0
31/03/13	*	£8,247	£8,742	£-494	£100	£-3,163	£2,364	3.2	172	0
31/03/12		£9,064	£9,003	£61	£76	£-3,350	£666	0.9	181	0
31/03/11	*	£15,732	£14,005	£1,727	£65	£575	£488	0.4	311	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 38%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 2.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.8

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
Education/Training

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Throughout England,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

57 employees

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
Impetus PEF -
£140,960	01/07/2018
Department for International Development - Returners Grant Fund Projects
£71,042	01/04/2018	To develop a return to work programme for women for the secuity sector
Impetus PEF -
£257,666	01/07/2017
National Lottery Community Fund - Energise
£9,650	26/04/2017 12	This project will run a four-day residential for a group of young people in Berkshire who are at risk of not progressing into learning or work after school. This will provide new opportunities for ....more This project will run a four-day residential for a group of young people in Berkshire who are at risk of not progressing into learning or work after school. This will provide new opportunities for young people and teach skills and confidence for moving into work or higher education.
National Lottery Community Fund - BTV/2/1 - Building Futures
£599,950	09/11/2016 36	This project aims to support 400 people across the Buckinghamshire LEP area who have complex needs and face multiple barriers to employment to move closer into employment, education or training.
Impetus PEF -
£141,706	01/07/2016
National Lottery Community Fund - BTV/2/1 Building Futures
£37,100	26/04/2016 11	This grant will be used to develop plans for a project that will aim to change the lives of individuals, families and communities by working with people with multiple barriers and needs to move them ....more This grant will be used to develop plans for a project that will aim to change the lives of individuals, families and communities by working with people with multiple barriers and needs to move them into or closer to learning or work. The development funding will be used for partnership development including events, communications tools project planning and the establishment of reporting tools.
National Lottery Community Fund - TVB/1/1 Building Futures for Families
£21,270	26/04/2016 12	This grant will be used to develop plans for a project to support individuals, families and communities by using a person centred approach for each participant that will move them into or closer to ....more This grant will be used to develop plans for a project to support individuals, families and communities by using a person centred approach for each participant that will move them into or closer to learning or work. The project will co ordinate with local authorities, National Careers Service, Jobcentre Plus, Work Programme providers, probation services, local colleges and training providers.The development grant will fund partnership building and the development of the next stage of the application.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 23-64

ANNE HELEN DELAUZUN Appointed: 2022, Occupation: Director

AYAAN ASHRAF Appointed: 2021, Occupation: Student

CHRISTOPH NEHRING Appointed: 2021, Occupation: Retired

JASKIRAT MANN Appointed: 2021, Occupation: Senior Keyworker

JONATHAN OLAFOE Appointed: 2017

MICHAEL JULIAN KING Appointed: 2022, Occupation: Business Development And Government Relations Mana

PROF TRISTRAM JOHN HOOLEY (Chair) Appointed: 2020, Occupation: Researcher

SARAH LOUISE GREEN Appointed: 2022, Occupation: Chief Operating Office

SETH ALLEN Appointed: 2020, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 19/10/2009, number: 1132201
Registered at Companies House on 13/03/2008, number: 06534168

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

14/08/2013 - Asset transfer in from CONNEXIONS BERKSHIRE
02/10/2013 - Asset transfer in from CONNEXIONS OXFORDSHIRE
15/02/2020 - Asset transfer in from CONNEXIONS BUCKINGHAMSHIRE

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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management 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

13 returns made; AR14: 1 days late, AR13: 1 days late, AR11: 1 days late,

Recent reorganisation events:

Asset transfer in from CONNEXIONS BUCKINGHAMSHIRE on 15/02/2020

Main office

ADVIZA PARTNERSHIP
OCEAN HOUSE
THE RING
BRACKNELL
RG12 1AX

Objectives

I) TO ADVANCE IN LIFE CHILDREN AND YOUNG PEOPLE BY DEVELOPING THEIR SKILLS, EDUCATION, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS INDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS BY ALL CHARITABLE MEANS; ANDII) TO PROMOTE SOCIAL INCLUSION IN THE UNITED KINGDOM BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED, AND ASSISTING THEM TO INTEGRATE INTO SOCIETY.III) THE RELIEF OF UNEMPLOYMENT IN THE UNITED KINGDOM IN SUCH WAYS AS MAY BE THOUGHT FIT, INCLUDING ASSISTANCE TO FIND EMPLOYMENT: ANDIIII) TO PROMOTE THE EFFICIENT AND EFFECTIVE USE OF RESOURCES FOR CHARITABLE PURPOSES BY CHARITABLE AND NON-CHARITABLE BODIES FOR THE BENEFIT OF THE PUBLIC.FOR THE BENEFIT OF ARTICLE 4 'SOCIALLY EXCLUDED' MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OR MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, DISABILITY, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER RE-ASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS); AND CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY).

Defined Area of Benefit:

UNITED KINGDOM

Data Sources