Finance Score: -4

Governance Score: 2

Support Score: 4

Liabilities <10%: +3
Excess reserves: -5
Spending falling: -1
but now stabilising: +1
Fundraising costs high: -2

No conflicts policy: -1
Gender balanced board: +3

Overall weighted support: +4

Overall GiG Score: 2

SISTERS OF MERCY SUNDERLAND

The Community's principal objectives are the furtherance of Roman Catholic and Christian Primary, Secondary & Adult education in the UK and elsewhere. The alleviation of poverty and human suffering and such other activities as Sister Superior shall direct.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
This charity has a robust balance sheet
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £31,842,637 available, equivalent to 143 months of spending and so may not be able to utilise additional funding
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Fundraising costs are high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22	*	£1,379	£2,664	£-1,285	£0	£31,843	£31,843	143.4	33	0
31/12/21		£1,563	£2,382	£-819	£0	£37,581	£37,581	189.3	31	2
31/12/20		£1,436	£2,238	£-802	£0	£35,808	£35,808	192	32	0
31/12/19		£1,907	£2,388	£-481	£279	£38,087	£38,087	191.4	40	0
31/12/18		£2,351	£10,855	£-8,504	£545	£35,203	£35,203	38.9	67	0
31/12/17		£2,119	£2,059	£60	£536	£45,937	£45,937	267.7	67	0
31/12/16		£2,059	£2,630	£-570	£497	£43,641	£43,641	199.2	60	0
31/12/15		£3,127	£2,581	£546	£1,797	£42,562	£42,562	197.9	32	0
31/12/14		£2,110	£2,280	£-170	£1,584	£42,248	£42,248	222.4	31	0
31/12/13		£2,084	£1,936	£148	£1,565	£42,220	£42,220	261.7	32	0
31/12/12		£2,018	£1,973	£45	£1,619	£39,290	£39,290	239	32	0
31/12/11		£1,991	£1,966	£25	£1,591	£37,266	£37,266	227.5	32	0
31/12/10		£1,901	£1,934	£-33	£1,666	£38,409	£38,409	238.3	32	0
31/12/09		£1,989	£1,922	£67	£1,646	£36,361	£36,361	227	34	0
31/12/08		£2,158	£3,859	£-1,700	£2,582	£33,083	£33,083	102.9	36	0
31/12/07		£2,061	£2,786	£-726	£1,790	£40,660	£40,660	175.1	37	0
31/12/06		£2,062	£2,480	£-418	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£2,238	£1,928	£309	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£2,173	£1,988	£184	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 23%
Fundraising Costs/Total Spending: 3.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 143.4 months
Net Current Assets/Spending: 4 months
Quick Ratio: 4.4

Asset Split ?

Balance Sheet History

Established: 61 years

01915674653

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Secondary schools

How it operates

Makes grants to individuals
Makes grants to organisations
Provides buildings/facilities/open space
Provides services

Where it operates

Durham, Northumberland, Sunderland,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies

Who supports 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
National Lottery Heritage Fund - Grant to Sisters of Mercy Sunderland
£74,499	18/08/2022	Mercy in the City

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ALLISON MARY THOMPSON Appointed: 2020, Occupation: Company Director

ANDREA MARIA SHANKS Appointed: 2020

KATHLEEN MATTHEWS Appointed: 2021

SISTER PATRICIA ANNE ADRIENNE SHOULDER Appointed: 2015

SISTER RAPHAEL

SISTER STEPHEN Appointed: 2011

Legal constitution

Charity registered in England & Wales on 30/10/1963, number: 229943

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR22: 41 days late,

Main office

ST. ANTHONYS CONVENT OF MERCY
OAKLEA
TUNSTALL ROAD
SUNDERLAND
SR2 7JR

Objectives

TO PROMOTE THE EDUCATIONAL, RELIGIOUS AND OTHER CHARITABLE WORK OF THE ROMAN CATHOLIC CHURCH IN ENGLAND IN SUCH A WAY AS THE TRUSTEE DSHALL FROM TIME TO TIME (WITH THE CONSENT OF THE SISTER SUPERIOR) DETERMINE. PROVIDED THAT IF AND IN SO FAR AS THE TRUSTEES CONSIDER THEY MAY NOT USEFULLY APPLY ASSETS AVAILABLE FOR DISTRIBUTION IN ANY ONE YEAR IN ENGLAND THEN THEY SHALL APPLY THE SAME WITH SUCH CONSENT FOR SUCH WORK ELSEWHERE.

Defined Area of Benefit:

ENGLAND