Finance Score: 0
Governance Score: 1
Support Score: 0
  • No PartB
  • No conflicts policy: -1
  • 12+ Trustees: -1
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: 1 ?

HELOA 

HELOA's main purpose is to support prospective students to access higher education, thereby advancing education in all subjects offered at degree level. HELOA provides training and development opportunities to its higher education institution members and, through its events and newsletter, acts as a network for sharing best practice.
Analysis by Giving is Great

Positives:

  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • There are 17 trustees whereas the Charities Commission recommends a maximum of 12
  • Over half the Board have joined recently

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income Spending Surplus/
Deficit
Volun-
teers
31/03/23£287,160£303,073£-15,91330
31/03/22£226,085£209,784£16,30160
31/03/21£102,210£74,857£27,35360
31/03/20£259,468£258,253£1,21540
Highest pay bracket: less than £60,000
Established: 5 years

http://www.heloa.ac.uk

office@heloa.ac.uk

01695654392

Charity Commission for England and WalesX
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Colleges and universities
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
Where it operates
  • Northern Ireland, Scotland, Throughout England And Wales,
Who it helps
  • Children/Young People
  • Other Defined Groups
  • The General Public/Mankind
Who works here?
  • Unknown number of employees
  • 30 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (17)
Current Trustees appointed

Legal constitution
  • Charity registered in England & Wales on 12/04/2019, number: 1182953
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
4 returns made; all on time
Main office

Edge Hill University
St. Helens Road
Ormskirk
L39 4QP

Objectives

THE OBJECT OF THE CIO IS FOR THE PUBLIC BENEFIT TO ADVANCE THE EDUCATION OF PEOPLE WITHIN THE UNITED KINGDOM IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING (WITHOUT LIMITING THE GENERALITY OF THE FOREGOING) BY:PROMOTING ENTRY TO HIGHER EDUCATION;SUPPORTING HIGHER EDUCATION PROVIDERS IN THE PROVISION OF INFORMATION AND ADVICE SERVICES TO STUDENTS (BOTH CURRENT AND POTENTIAL) AND THEIR FAMILIES;PROVIDING TRAINING AND KNOWLEDGE SHARING OPPORTUNITIES FOR HIGHER EDUCATION PROVIDERS.

Data Sources

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

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