Finance Score: -1

Governance Score: 9

Support Score: 7

Poor Liquidity: -1

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

Grant maker support: +7

Overall GiG Score: 15

SOLIHULL ACTION THROUGH ADVOCACY

1 to 1 issue based advocacy; Self advocacy groups; Changing Lives Self Adv. group linked to Partnership Board; Vulnerable Parent Advocacy; Supporting Volunteers in Citizen Advocacy Partnerships, Peer advocacy & Groups in residential/supported living settings; Experts by Experience, assessing services in care homes; Aspirations, Choice & Empowerment Project; Self Advocacy Transition Project; IMCA

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
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 12 years

www.solihulladvocacy.org.uk

office@solihulladvocacy.org.uk

01217064696

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		£580	£531	£49	£0	£124	£123	2.8	20	12
31/03/22		£555	£545	£11	£0	£75	£75	1.7	20	2
31/03/21		£550	£533	£17	£0	£64	£64	1.4	20	17
31/03/20		£563	£561	£2	£0	£47	£47	1	20	21
31/03/19		£363	£402	£-40	n/a	n/a	n/a	n/a	n/a	27
31/03/18		£430	£421	£9	£0	£0	£0	n/a	0	0
31/03/17		£561	£517	£44	£0	£76	£76	1.8	20	0
31/03/16	*	£523	£526	£-3	£0	£32	£32	0.7	19	0
31/03/15		£330	£326	£4	£0	£0	£0	n/a	0	0
31/03/14		£301	£298	£3	£0	£0	£0	n/a	0	0
31/03/13		£314	£335	£-21	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 86%
Liabilities/Income: 136%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 2.8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 0.2

Asset Split ?

Listed activities

Disability

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Solihull,

Who it helps

People With Disabilities

Who works here?

20 employees
12 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.

Major supporters in last 5 years

National Lottery Community Fund	£36,057
Lloyds Bank Foundation	£33,000
Garfield Weston Foundation	£25,000
BBC Children in Need	£14,860

Specific Donations

Amount	When Months	To be used for
BBC Children in Need - Grant to Solihull Action through Advocacy
£14,860	27/07/2023	This grant will provide better education opportunities on more sensitive topics for young people with SEN/learning disabilities/autism, to help them transition into adulthood with more confidence.
National Lottery Community Fund - Building Connections
£9,994	03/02/2023	The funding will be used to provide sessions for adults with learning disabilities and autism to connect with peers and get advice and aims to improve wellbeing by reducing isolation and creating ....more The funding will be used to provide sessions for adults with learning disabilities and autism to connect with peers and get advice and aims to improve wellbeing by reducing isolation and creating networks of friendship and support.
Garfield Weston Foundation - Main Grants award
£25,000	22/07/2022	Community and Collectove Advocacy
Lloyds Bank Foundation - Grant to Solihull Action through Advocacy (SAtA)
£33,000	21/05/2020 12	One year core funding to support Solihull Action through Advocacy (SAtA) to sustain their work to support work addressing Learning Disabilities Complex Social Issue (CSI) during COVID19
National Lottery Community Fund - Telephone isolation reduction service- Covid-19 SATA
£16,080	15/05/2020 6	The funding will be used to support those in the community who are falling through the cracks during Covid-19 focussed around an 'isolation reduction telephone service'. The project supports people ....more The funding will be used to support those in the community who are falling through the cracks during Covid-19 focussed around an 'isolation reduction telephone service'. The project supports people with learning disabilities and/or autism in Solihull.
CAF - Grant to Solihull Action through Advocacy
£4,000	01/05/2020 3	Grant to Solihull Action through Advocacy to support the organisation through COVID19
National Lottery Community Fund - AdvoActs
£9,983	31/03/2020 6	The funding will be used to run drama based activities for people living with learning disabilities. The project aims to build social relationships and better community understanding of their ....more The funding will be used to run drama based activities for people living with learning disabilities. The project aims to build social relationships and better community understanding of their challenges.
Co-Operative Group - Grant to Solihull Action Through Advocacy
£2,646	15/11/2019	We want to help peer volunteers deliver workshops and training days that help people with learning disabilities to look after their health.
The Clothworkers Foundation - Grant to Solihull Action through Advocacy
£10,000	29/03/2019	purchase of laptops for a charity which works with people with disabilities in Birmingham
Garfield Weston Foundation - Main Grants award
£10,000	25/01/2019	Community and Peer Advocacy
National Lottery Heritage Fund - Grant to Solihull Action through Advocacy
£60,600	09/04/2018	Hidden Lives Remembered
National Lottery Community Fund - Solihull Learning Disability Peer Visitors
£9,593	07/03/2018 12	This project will support people with learning disabilities in residential care, reducing social isolation.
BBC Children in Need - Grant to Solihull Action through Advocacy
£61,826	14/06/2017 36	This project will provide one-to-one and group advocacy sessions for learning disabled young people. Taking part will ensure the young people have greater control over decisions in their lives and ....more This project will provide one-to-one and group advocacy sessions for learning disabled young people. Taking part will ensure the young people have greater control over decisions in their lives and develop leadership and decision making skills.
National Lottery Community Fund - Sustain, Grow and Support
£10,000	03/08/2016 12	The group will use the funding to carry out a review of the services they provide, in conjunction with a consultation exercise. This will enable the group to judge how they can best serve their users ....more The group will use the funding to carry out a review of the services they provide, in conjunction with a consultation exercise. This will enable the group to judge how they can best serve their users in the future.
Barrow Cadbury Trust - Youth Voices
£3,000	02/10/2015	To establish a self-advocacy group for young people with learning disabilities
National Lottery Community Fund - Solihull Community Action Through Advocacy
£230,662	11/02/2010 36	This new project will provide support for people with learning disabilities in Solihull to fulfil potential and live independently in the community. The overall aim of the project is to reduce ....more This new project will provide support for people with learning disabilities in Solihull to fulfil potential and live independently in the community. The overall aim of the project is to reduce isolation for people with learning disabilities, particularly for individuals who have fallen between service gaps and who suffer discrimination and hostility in the community when accessing public services._x000B__x000B_

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 26-62

CATHERINE NOLAN Appointed: 2021, Occupation: Adult Social Care Policy / Development Manager

DR SUSAN LANZ Appointed: 2023, Occupation: Action Research Fellow

JANE EMMA WILLIAMS Appointed: 2012, Occupation: Teacher

JESSICA JAMES Appointed: 2019, Occupation: Deputy Director, People And Od

JOHN ROUNDELL Appointed: 2021, Occupation: Finance Director

JOSHUA JOHN MORETON Appointed: 2023, Occupation: Public Relations

PHILIP EDWARD JOHN MARSHALL Appointed: 2019, Occupation: Deputy Chief Executive, Other trusteeship: NATIONAL COAL MINING MUSEUM FOR ENGLAND TRUST LTD,

Legal constitution

Charitable company registered in England & Wales on 23/02/2012, number: 1146073
Registered at Companies House on 10/02/2012, number: 07945421

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
Investing charity funds policy and procedures
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

11 returns made; AR16: 1 days late,

Main office

Solihull Action Through Advocacy
11-13 Land Lane
Marston Green
Solihull
B37 7DE

Objectives

4.1 THE CHARITY'S OBJECTS(THE OBJECTS) ARE TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED AND RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO OBTAIN FULL RIGHTS AND PRIVILEGES AS CITIZENS AND INTEGRATE INTO SOCIETY IN SOLIHULL AND IN SUCH OTHER PARTS OF THE UNITED KINGDOM OR THE WORLD AS THE TRUSTEES FROM TIME TO TIME MAY THINK FIT, PARTICULARLY BUT NOT EXCLUSIVELY THROUGH THE PROVISION OF INDEPENDENT ADVOCACY SUPPORT.4.2 FOR THE PURPOSE OF THIS CLAUSE SOCIALLY EXCLUDED MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: AGE, DISABILITY, IMPAIRMENT, POOR EDUCATIONAL OR SKILLS ATTAINMENT, RELATIONSHIP AND FAMILY BREAKDOWN AND ASYLUM SEEKERS.

Data Sources