Finance Score: 6

Governance Score: 4

Support Score: 0

Good reserves management: +3
Fundraising costs low: +3

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

No supporters identified

Overall GiG Score: 10

WOODLANDS QUAKER HOME

The provision of accommodation and care for older people through supported housing and residential care facilities.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually 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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

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		£1,913	£2,009	£-96	£0	£1,405	£699	4.2	65	4
31/03/22		£1,903	£1,851	£52	£0	£1,501	£773	5	69	3
31/03/21		£1,862	£1,857	£5	£0	£1,449	£776	5	71	3
31/03/20		£1,687	£1,699	£-12	£0	£1,444	£874	6.2	72	6
31/03/19		£1,664	£1,655	£8	£0	£1,456	£880	6.4	72	7
31/03/18		£1,597	£1,593	£4	£0	£1,447	£888	6.7	69	0
31/03/17	*	£1,536	£1,466	£70	£0	£1,444	£880	7.2	66	0
31/03/16		£1,416	£1,389	£27	£0	£1,374	£832	7.2	66	0
31/03/15		£1,347	£1,314	£33	£9	£1,227	£690	6.3	66	0
31/03/14	*	£1,309	£1,251	£58	£6	£1,194	£656	6.3	67	0
31/03/13		£1,264	£1,178	£86	£5	£1,136	£602	6.1	68	0
31/03/12		£1,215	£1,144	£71	£14	£1,050	£522	5.5	60	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 28%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 50%
Reserves/Spending: 4.2 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.7

Asset Split ?

Established: 13 years

www.woodlandsquakerhome.org

woodlandsquaker@btconnect.com

01902341203

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Wolverhampton,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

65 employees
4 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 70-80

KELVIN BEER-JONES Appointed: 2022, Occupation: Research Fellow

DR RICHARD TAYLOR Appointed: 2014, Occupation: Retired General Practitioner

JULIA SOUTHARD FURMINGER Appointed: 2013, Occupation: Retired Pharmacy Technician

NICHOLAS PATON PHILIP Appointed: 2014, Occupation: Retired Social Worker

PETER COLLARD Appointed: 2012, Occupation: Teacher

REV MARILYN COULTER Appointed: 2022, Occupation: Clergy, Other trusteeship: BREWOOD PAROCHIAL CHARITIES,

Legal constitution

Charitable company registered in England & Wales on 27/04/2011, number: 1141622
Registered at Companies House on 24/03/2011, number: 07577779

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Homes England

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
Investing charity funds 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; AR17: 1 days late, AR14: 1 days late,

Main office

THE WOODLANDS QUAKER HOME
434 PENN ROAD
WOLVERHAMPTON
WV4 4DH

Objectives

THE RELIEF OF OLDER PEOPLE IN NEED BY REASON OF DISABILITY, ILL-HEALTH, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE BY THE PROVISION OF HOUSING, ACCOMMODATION, ASSOCIATED AMENITIES AND/OR CARE IN ACCORDANCE WITH THE PRINCIPLES OF THE BRITAIN YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS).

Data Sources