Overall GiG Score: 31 ?
Finance Score: 11
Governance Score: 9
Support Score: 11
  • Income diversified: +3
  • Good reserves management: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +11

KOALA NORTH WEST 

Koala North West offers emotional and practical support to families. We aim to strengthen and widen the social support network of families. Volunteers, who are parents themselves are carefully matched to the needs of the family; they then visit the family at home, building a strong supportive relationship offering friendship, reassurance and practical help.
Analysis by Giving is Great

Positives:

  • Income generation is well diversified
  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • Fundraising costs are low relative to funds raised
  • 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 and dynamic in terms of composition
Established: 13 years

www.koalanw.co.uk

admin@koalanw.co.uk

01516088288

Charity Commission for England and WalesCompanies House
UN SDGs
?

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£1,713£1,344£369£128£1,009£5344.853145
31/03/22£1,085£1,007£78£108£640£3914.740140
31/03/21£1,252£966£287£100£562£4225.23490
31/03/20£632£612£20£118£275£1853.633120
31/03/19£503£475£28£73£254£1724.429128
31/03/18£454£466£-11£0£0£0n/a00
31/03/17£530£520£10£45£237£1914.4210
31/03/16£547£602£-55£46£227£2034290
31/03/15£646£738£-92£54£283£2654.3250
31/03/14£906£701£205£63£375£3526310
31/03/13£498£448£50£0£0£0n/a00
31/03/12£441£414£27£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 8.3%
Fundraising Costs/Total Spending: 9.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 16%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 53%
Reserves/Spending: 4.8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 5.2
Asset Split ?
What it does
  • Disability
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 53 employees
  • 145 volunteers
Who it helps
  • Children/Young People
  • People With Disabilities
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Cheshire East, Cheshire West & Chester, Halton, Knowsley, Liverpool City, Sefton, St Helens, Warrington, Wirral,

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.

Major supporters in last 5 years
National Lottery Community Fund£330,149
Department of Health£276,506
Steve Morgan Foundation£150,000
Trusthouse Charitable Foundation£75,000
Cheshire Community Foundation£60,073
DCMS£39,036
Garfield Weston Foundation£20,000
Specific Donations
Amount When
Months
To be used for
Cheshire Community Foundation - Neston Family Support
£5,000 03/08/2023
home visiting support service for families living in Neston who have at least one child under the age of 11 and are struggling with family life. Providing emotional and practical support.
John Moores Foundation - Grant to Koala North West
£6,071 09/02/2023
Towards a salary and training costs
Cheshire Community Foundation - HENRY in Chester
£2,228 06/10/2022
HENRY in Chester
National Lottery Community Fund - Back to Nature: Connecting Families and Communities
£9,962 01/07/2022
This project will provide a forest school for families for 12 months with sessions lasting 2-5 hours. It will have both parents and children attending together to develop relationships and learn new ....more
Steve Morgan Foundation - Grant to Koala North West
£150,000 04/04/2022
3 year grant funding for the development of services in Cheshire
Cheshire Community Foundation - Full Circle
£14,837 23/11/2021
Grant to Koala North West (formerly Home-Start Wirral)
Cheshire Community Foundation - Sleep Support Resource Loaning Library
£1,659 07/06/2021
Koala North Wirral provides range of support services for children aged 0-11 years and their families. The grant will enable them to set up a Sleep Support Resource Loaning Library to complement ....more
National Lottery Community Fund - Reaching out to support families in Ellesmere Port & Neston
£311,807 14/05/2021
Koala North West (previously Home-Start Wirral) provide children and their families with tailored practical and emotional support that improves wellbeing reduces isolation and supports both children ....more
Trusthouse Charitable Foundation - Grant to Koala North West
£75,000 29/04/2021
12% of core operating costs as an unrestricted grant.
Department of Health - VCSE Health and Wellbeing Fund
£124,506 01/04/2021
The VCSE Health and Wellbeing Fund is a yearly fund for voluntary and community sector organisations that is run in partnership between DHSC, PHE and NHS EI. Each year the fund has a different theme ....more
National Lottery Community Fund - Sleep Tight
£8,380 12/01/2021
11
This project will support parents with children aged 1-11 years who have poor sleep routines. It will follow Covid guidelines on social distancing and the course will over sleep issues understanding ....more
Garfield Weston Foundation - Main Grants award
£20,000 04/12/2020
Family Support Service
Cheshire Community Foundation - PIMHs Project (Parent Infant Mental Health)
£21,922 23/10/2020
We provide families with tailored support that improves wellbeing, reduces isolation and supports both children and care-givers to thrive. We will build on our current experience (of providing ....more
True Colours Trust - Equipment for volunteers working with disabled children - COVID19 response
£3,800 06/10/2020
Equipment for volunteers working with disabled children - COVID19 response
Department of Health - Koala North West
£152,000 28/08/2020
Grant funding to members of the Health and Wellbeing Alliance for priority project work in support of DHSC, NHS England and Improvement and PHE strategic priorities.
DCMS - Coronavirus Community Support Fund
£34,036 23/07/2020
"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
BBC Children in Need - Grant to Koala North West LTD
£5,000 17/06/2020
6
COVID19 - This grant will fund additional staffing costs and activity packs to be delivered to children impacted by poverty and isolated at home due to Covid-19. As a result children will learn new ....more
DCMS - VSCE CMC Fund
£5,000 25/05/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
Cheshire Community Foundation - Family Support Covid-19 Response
£4,427 14/04/2020
Due to the current Coronavirus crisis we have adapted our support for families to enable us to provide bespoke telephone and video calls support for parents with young children, and pregnant women. ....more
Cheshire Community Foundation - Neston Family Support
£10,000 12/11/2019
To provide a weekly home-visiting service for families who are struggling due to a variety of issues, e.g. mental health difficulties, physical disabilities, children's complex needs, isolation, etc. ....more
National Lottery Community Fund - The Out & About Group
£98,157 18/02/2019
24
The Out & About Group
DCMS - Tampon Tax Community Fund
£9,903 07/01/2019
Objective 1 - Improve Health & Wellbeing Outcomes to be achieved: - Reductions in maternal anxiety and depression - Raised self-esteem with increased confidence and independence The session ....more
National Lottery Community Fund - The Home-Start Merseyside Sunrise Project
£366,137 21/09/2018
24
This funding is for a dedicated mental health project which builds on the current Homestart home visiting model. Specialist volunteers with experience of parenting and mental health difficulties will ....more
Cheshire Community Foundation - Home-Start Family Support in Neston
£7,000 10/05/2018
Home-Start provides a weekly home-visiting service through trained volunteers to any family with at least one child under the age of 5. We provide support to local families as they grow in ....more
Henry Smith Charity - Grant to Home-Start Wirral
£157,900 14/03/2018
36
towards three years' continuation funding of salary costs at a Home-Start providing support to vulnerable families in a deprived area of Merseyside
National Lottery Community Fund - Welcome Groups - Parent to Parent Support through difficult times.
£9,457 13/09/2017
12
The group will create two user led parent groups to increase confidence and establish support networks for parents in the local area, with the aim of reducing stress and isolation.
BBC Children in Need - Grant to Home-Start Wirral
£29,764 10/08/2017
36
This play project will work with children and young people aged 0-7 living in a deprived area in Wirral. The project will increase confidence, improve social and emotional wellbeing, and increase ....more
Masonic Trust - Parental Mental Health Project
£15,000 19/07/2017
Volunteer-led support for mothers and expectant mothers who have mild to moderate mental health issues.
Cheshire Community Foundation - Home-Start Family Support in Neston
£7,000 19/07/2017
Home-Start provides a weekly home-visiting service through trained volunteers to any family with at least one child under the age of 5, supporting local families as they grow in confidence, ....more
BBC Children in Need - Grant to Home-Start Wirral
£114,203 14/06/2017
36
This grant is for project workers to provide support to children with autism and also pre diagnosis. They will work with the families in supporting them into specialist schools and other services as ....more
Lloyds Bank Foundation - Grant to Home Start Wirral
£50,000 13/03/2017
24
a pilot project to support mums with a diagnosed mental health condition, to be better able to manage their mental health issues with a holistic programme of support through trained and experienced ....more
John Moores Foundation - Grant to Home Start Wirral (ex Home-Start North Wirral)
£10,000 01/11/2016
Towards volunteers' costs and training
Lloyds Bank Foundation - Grant to Home-Start Wirral
£50,000 06/05/2015
24
a pilot project to support mums with a diagnosed mental health condition, to be better able to manage their mental health issues with a holistic programme of support through trained and experienced ....more
Henry Smith Charity - Grant to Home-Start Wirral Toy Library
£91,200 12/03/2015
36
towards three years' continuation funding of the salary of the Group Leader at a Home-Start in a deprived area of Cheshire
Lloyds Bank Foundation - Grant to Home-Start Wirral
£35,000 29/09/2011
the salary and on-costs of a Data Input Clerk, volunteer training and expenses
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 36-76
  • CHARLOTTE OWEN Appointed: 2023, Occupation: Accountant/Commercial Finance Director
  • MR RON KEARNEY (Chair) Appointed: 2013, Occupation: Chartered Engineer
Legal constitution
  • Charitable company registered in England & Wales on 23/12/2010, number: 1139517
  • Registered at Companies House on 14/07/2010, number: 07314767
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
  • 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
12 returns made; all on time
Main office

Koala North West
Woodchurch Lane
Birkenhead
Wirral
CH42 9PH

Objectives

THE OBJECTS OF THE CHARITY (THE OBJECTS) ARE:A) TO SAFEGUARD, PROTECT AND PRESERVE THE GOOD HEALTH, BOTH MENTAL AND PHYSICAL OF CHILDREN AND PARENTS OF CHILDREN;B) TO PREVENT CRUELTY TO OR MALTREATMENT OF CHILDREN;C) TO RELIEVE SICKNESS, POVERTY AND NEED AMONGST CHILDREN AND PARENTS OF CHILDREN;D) TO PROMOTE THE EDUCATION OF THE PUBLIC IN BETTER STANDARDS OF CHILD CARE; PRINCIPALLY BUT NOT EXCLUSIVELY WITHIN THE AREA OF WIRRAL AND ITS ENVIRONS (THE AREA OF BENEFIT)

Defined Area of Benefit:

WIRRAL AND ITS ENVIRONS

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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