Finance Score: -1

Governance Score: 2

Support Score: 2

Excess liquidity: -1

Good trustee age range: +3
Mainly male board: -1

Grant maker support: +2

Overall GiG Score: 3

ALLANDALE CARE GROUP LIMITED

Provide sheltered and registered residential housing for the elderly

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
30/09/22	£1,108	£977	£131	£0	£1,483	£1,482	18.2	41	1
30/09/21	£764	£1,041	£-277	£0	£1,352	£1,352	15.6	40	4
30/09/20	£950	£1,043	£-94	£0	£1,629	£1,629	18.7	41	4
30/09/19	£1,127	£1,022	£105	£0	£1,723	£1,723	20.2	41	8
30/09/18	£1,017	£1,045	£-28	£0	£1,618	£1,618	18.6	46	3
30/09/17	£954	£1,046	£-92	£0	£1,646	£1,646	18.9	45	0
30/09/16	£924	£912	£12	£0	£1,738	£1,738	22.9	45	0
30/09/15	£869	£829	£40	£829	£1,610	£0	n/a	40	0
30/09/14	£821	£799	£22	£799	£1,570	£0	n/a	40	0
30/09/13	£703	£700	£3	£700	£1,548	£0	n/a	40	0
30/09/12	£1	£1	£0	£0	£0	£0	n/a	0	0
30/09/11	£642	£680	£-38	£4	£1,527	£0	n/a	39	0
30/09/10	£596	£590	£6	£4	£1,566	£0	n/a	37	0
30/09/09	£545	£585	£-41	£3	£1,571	£1,571	32.2	36	0
30/09/08	£459	£603	£-144	£0	£0	£0	n/a	0	0
30/09/07	£406	£590	£-184	£0	£0	£0	n/a	0	0
30/09/06	£421	£531	£-110	£0	£0	£0	n/a	0	0
30/09/05	£365	£440	£-75	£0	£0	£0	n/a	0	0
30/09/04	£397	£403	£-5	£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: 16%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 18.2 months
Net Current Assets/Spending: 8 months
Quick Ratio: 10

Asset Split ?

Established: 57 years

allandalecaregroup.com

enquiries@allandalecaregroup.com

01513422175

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Wirral,

Who it helps

Elderly/Old People

Who works here?

41 employees
1 volunteer

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Allandale Allotments
£6,000	23/03/2022	The funding will be used to create garden areas at two small care homes to include plants and home grown vegetables. A memory garden will also be created for residents to remember loved ones. The ....more The funding will be used to create garden areas at two small care homes to include plants and home grown vegetables. A memory garden will also be created for residents to remember loved ones. The project aims to provide outdoor space to older residents and families to benefit from gardening and social activities which will improve their wellbeing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-78

DR ELIZABETH ANNE COOPER Appointed: 2021, Occupation: Nurse

CARL HOWELL Appointed: 2020, Occupation: Self Employed

ERIC SMETHURST MBA FCCA, Occupation: Retired

KEVIN MORRIS Appointed: 2016, Occupation: Financial Adviser

PROFESSOR MICHAEL RILEY (Chair) Appointed: 2016, Occupation: Professor

ROBIN HUGHES Appointed: 2017, Occupation: Retired Civil Servant

Legal constitution

Charitable company registered in England & Wales on 02/11/1967, number: 252624
Registered at Companies House on 10/03/1967, number: 00900504

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Homes England

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

THE CROFT
94 IRBY ROAD
HESWALL
WIRRAL
MERSEYSIDE
CH61 6XG

Objectives

TO RELIEVE AGED, IMPOTENT AND POOR PEOPLE OF ALL CLASSES, FOR THE ADVANCEMENT OF RELIGION AND EDUCATION AND FOR OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY.

Defined Area of Benefit:

HESWALL AND ELSEWHERE

Data Sources