Finance Score: 3

Governance Score: -6

Support Score: 2

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

Only 4 Trustees: -1
Narrow trustee age band: -2
Static board: -3

Grant maker support: +2

Overall GiG Score: -1

AAPNA SERVICES LIMITED

Health and social care activitiesDay Care Provision for Older PeopleLearning Disability Day CareMental Health Day Care ProvisionHome Care SupportCommunity Care SupportShort Breaks and Respite Care

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 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:

There are only 4 trustees
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,305,400 available, equivalent to 25 months of spending and so may not be able to utilise additional funding

Established: 14 years

www.aapnaservices.org.uk

enquiries@aapnaservices.org.uk

01642825926

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	£2,118	£1,589	£529	£0	£3,305	£3,305	25	122	5
31/03/22	£2,019	£1,358	£661	£0	£2,776	£2,776	24.5	94	4
31/03/21	£1,383	£926	£457	£0	£2,115	£2,115	27.4	65	5
31/03/20	£1,142	£829	£313	£0	£1,659	£1,659	24	65	5
31/03/19	£922	£720	£201	£0	£1,346	£1,346	22.4	57	5
31/03/18	£747	£613	£134	£0	£1,144	£1,144	22.4	43	0
31/03/17	£749	£471	£277	£0	£957	£957	24.4	52	0
31/03/16	£618	£350	£268	£0	£721	£721	24.7	29	0
31/03/15	£485	£264	£220	£0	£0	£0	n/a	0	0
31/03/14	£322	£168	£154	£0	£0	£0	n/a	0	0
31/03/13	£100	£88	£12	£0	£0	£0	n/a	0	0
31/03/12	£92	£75	£18	£0	£0	£0	n/a	0	0
31/03/11	£61	£38	£24	£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: £80,000-£90,000
Liabilities/Assets: 5%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 25 months
Net Current Assets/Spending: 14 months
Quick Ratio: 15.5

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
Education/Training

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Darlington, Hartlepool, Middlesbrough, Redcar And Cleveland, Stockton-on-tees,

Who it helps

Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

122 employees
5 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
DCMS - Coronavirus Community Support Fund
£9,911	31/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - Linthorpe 50+ gentle exercise classes
£9,695	18/04/2019 19	This project will provide gentle exercise sessions for older members of the black, minority ethnic community whereby participants can take part in regular physical activities while also meeting new ....more This project will provide gentle exercise sessions for older members of the black, minority ethnic community whereby participants can take part in regular physical activities while also meeting new friends, with the aim of reducing obesity and isolation.
The Clothworkers Foundation - Grant to Aapna Services
£50,000	19/05/2016	Construction of new centre for a charity which works with BAME communities in Middlesbrough
Northern Rock Foundation - Grant awarded to Aapna Services Ltd (Tees Valley)
£70,000	11/03/2014	To work closely with BME people with dementia to provide support, advice and information to assist people to live independently in the community.
National Lottery Community Fund - Staying in Touch
£10,000	17/10/2013 12	This is a project by an incorporated charity in Middlesborough. The organisation will use the funding to purchase a minibus benefit of the local community. This will reduce isolation and improve well ....more This is a project by an incorporated charity in Middlesborough. The organisation will use the funding to purchase a minibus benefit of the local community. This will reduce isolation and improve well being._x000B_
Lloyds Bank Foundation - Grant to Aapna Services Ltd
£19,500	27/09/2013	Aapna Services work across Middlesbrough and the Tees Valley supporting people from BME communities who have a range of disabilities from Learning and physical disabilities, Mental Health problems ....more Aapna Services work across Middlesbrough and the Tees Valley supporting people from BME communities who have a range of disabilities from Learning and physical disabilities, Mental Health problems and dementias to access a range of services including day
National Lottery Community Fund - Community Outreach
£119,077	13/03/2013 36	This existing project aims to continue to support vulnerable people from BME communities with disabilities to live independently. Aapna Services (AS) will develop its services to enhance the quality ....more This existing project aims to continue to support vulnerable people from BME communities with disabilities to live independently. Aapna Services (AS) will develop its services to enhance the quality of life of its beneficiaries by offering culturally appropriate support. It aims to improve the physical and mental wellbeing of the beneficiaries, their confidence in services and their self-esteem so that they can become part of the wider society.
Northern Rock Foundation - Grant awarded to Aapna Services Ltd (Tees Valley)
£50,000	15/12/2011	To provide culturally appropriate day care and overnight respite care for people with learning disabilities in Teesside.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 52-68

ANU AHITAN (Chair) Appointed: 2017, Occupation: Scientist

DINESH PURI Appointed: 2013, Occupation: Self Employed

NAJABAT RAMZAN Appointed: 2017, Occupation: Self Employed, Other trusteeship: ISLAMIC SOCIETY OF CLEVELAND,

WAHIDA HUSSAIN Appointed: 2018, Occupation: Carer

Legal constitution

Charitable company registered in England & Wales on 15/06/2010, number: 1136373
Registered at Companies House on 28/01/2010, number: 07139585

Gift Aid

NOT 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
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
Volunteer management

Filing Record

13 returns made; all on time

Main office

Aapna House
31-35 Eastbourne Road
Middlesbrough
TS5 9QS

Objectives

TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY WORKING WITH PEOPLE FROM BLACK AND MINORITY ETHNIC (BME) BACKGROUNDS WHO ARE SOCIALLY EXCLUDED ON THE GROUNDS OF THEIR ETHNIC ORIGIN, RELIGION, BELIEF OR CREED IN PARTICULAR BUT NOT EXCLUSIVELY BY :1) PROVIDING A LOCAL NETWORK GROUP THAT ENCOURAGES AND ENABLES THE SAID BENEFICIARIES TO PARTICIPATE MORE EFFECTIVELY WITH THE WIDER COMMUNITY.2) INCREASING OR CO-ORDINATING OPPORTUNITIES FOR THE SAID BENEFICIARIES TO ENGAGE WITH SERVICE PROVIDERS TO ENABLE THOSE PROVIDERS TO ADOPT SERVICES TO BETTER MEET THE NEEDS OF THE BENEFICIARIES.3) TO PRESERVE AND PROTECT THE HEALTH OF THOSE CARING FOR PEOPLE WITH PHYSICAL, MENTAL, LEARNING OR SENSORY IMPAIRMENT WITHIN THE FAMILY HOME OR BY OFFERING A RESPITE SERVICE THROUGH THE PROVISION OF COMMUNITY BASED CARE.4) TO RELIEVE FINANCIAL HARDSHIP AMONG BME PEOPLE AND THEIR DEPENDANTS LIVING IN MIDDLESBOROUGH AND NEIGHBOURING AREAS BY ASSOCIATING TOGETHER THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN INTEREST OF SOCIAL WELFARE FOR RECREATION . LEISURE TIME OCCUPATION WITH THE OBJECTION OF IMPROVING THE CONDITIONS OF LIFE FOR BME PEOPLE.

Defined Area of Benefit:

MIDDLESBOROUGH

Data Sources