Finance Score: 2

Governance Score: 9

Support Score: 9

Poor Liquidity: -1
Good Reserves: +1Pension deficit: -1
Fundraising costs low: +3

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

Grant maker support: +9

Overall GiG Score: 20

TRANSFORM HOUSING & SUPPORT

Transform Housing & Support provides housing, support and care for homeless, vulnerable and excluded people, empowering them to reach their goals and live independent and fulfilling lives. We help more than 2,000 people each year in Surrey and Crawley, the London Borough of Sutton, and Wokingham in Berkshire.

Analysis by Giving is Great

Positives:

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 age and gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
There is a pension deficit of £195,000

Established: 52 years

www.transformhousing.org.uk

info@transformhousing.org.uk

01372387100

Charity Commission for England and Wales

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		£11,288	£10,833	£455	£104	£27,774	£27,115	30	131	58
31/03/22		£10,575	£10,727	£-152	£78	£27,228	£26,934	30.1	137	83
31/03/21		£12,367	£11,693	£674	£77	£26,944	£26,707	27.4	195	67
31/03/20		£11,458	£11,094	£364	£153	£22,626	£22,450	24.3	208	103
31/03/19		£9,926	£9,671	£255	£151	£22,045	£21,899	27.2	161	98
31/03/18		£9,275	£8,811	£464	£141	£20,369	£20,240	27.6	143	0
31/03/17		£7,486	£7,172	£314	£96	£19,611	£19,499	32.6	107	0
31/03/16		£6,587	£6,038	£549	£0	£15,271	£15,168	30.1	89	0
31/03/15		£6,145	£5,701	£444	£35	£13,183	£13,067	27.5	89	0
31/03/14		£6,448	£5,787	£661	£33	£12,578	£12,468	25.9	98	0
31/03/13		£6,685	£6,295	£390	£30	£11,917	£11,799	22.5	106	0
31/03/12		£6,424	£5,960	£464	£42	£11,200	£11,083	22.3	100	0
31/03/11		£6,505	£6,167	£338	£39	£10,736	£10,558	20.5	99	0
31/03/10	*	£6,514	£6,238	£276	£37	£5,006	£4,843	9.3	105	0
31/03/09		£6,296	£5,885	£411	£38	£4,745	£4,572	9.3	101	0
31/03/08		£6,088	£5,490	£599	£42	£4,365	£4,176	9.1	100	0
31/03/07		£5,722	£5,215	£507	£0	£3,766	£3,613	8.3	92	0
31/03/06	*	£5,420	£5,075	£344	£0	£0	£0	n/a	0	0
31/03/05	*	£5,466	£4,908	£558	£0	£0	£0	n/a	0	0
31/03/04	*	£4,811	£4,280	£531	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.9%
Fundraising Costs/Total Spending: 1%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 52%
Liabilities/Income: 272%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 30 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.4

Asset Split ?

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
Other Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Surrey, Sutton, West Sussex, Wokingham,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

131 employees
58 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

Ministry for Housing, Communities and Local Government	£362,100
Community Foundation for Surrey	£57,700
Wolfson Foundation	£50,000
National Lottery Community Fund	£9,800

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to Transform Housing and Support
£50,000	07/12/2022	New supported accommodation for young care leavers and single mothers with mental health needs in Redhill, Surrey
Community Foundation for Surrey - Enhancing Lives - Young People
£2,500	15/07/2022	Funding to support young people who are homeless or at risk of homelessness to fund small individual needs to improve their futures
Ministry for Housing, Communities and Local Government - Move on Fund
£4,576	30/03/2022	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£80,000	29/03/2022	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£572	22/03/2022	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£1,144	21/12/2021	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£660	28/09/2021	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£3,241	23/09/2021	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£15,000	29/06/2021	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£21,000	28/06/2021	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£24,000	23/06/2021	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£15,000	22/06/2021	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£10,000	15/06/2021	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£14,000	14/06/2021	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£45,000	17/05/2021	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Ministry for Housing, Communities and Local Government - Move on Fund
£16,000	15/04/2021	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Community Foundation for Surrey - Transforming Employee Wellbeing
£25,000	23/03/2021	Funding toward a staff salary that ensures the wellbeing of their current employees, for an organisation that offers housing to homeless and vulnerable people across Surrey.
Community Foundation for Surrey - COVID19 - Homelessness
£15,200	23/11/2020	Funding for PPE costs and Digital Inclusion technology for disadvantaged people
National Lottery Community Fund - Digital inclusion for disadvantaged people
£9,800	13/11/2020 6	The funding will be used to provide tablets for people living with hostels or shared housing. The project aims to enable access to online services including employment benefit support training ....more The funding will be used to provide tablets for people living with hostels or shared housing. The project aims to enable access to online services including employment benefit support training shopping and social contact.
Sussex Community Foundation - Grant to Transform Housing & Support
£4,940	15/06/2020	Transform provides homes for some of the most socially excluded groups in our communities. 50%+ of the people in supported housing experience mental health problems; many have a history of offending ....more Transform provides homes for some of the most socially excluded groups in our communities. 50%+ of the people in supported housing experience mental health problems; many have a history of offending or drug and alcohol dependency, while others are homeless or at risk of homelessness. There are 59 tenants in Crawley, 12 home care clients and support for 19 Crawley Borough Council tenants.Funding will support the additional cost of PPE and IT equipment for remote working.
Community Foundation for Surrey - COVID19 - Homelessness
£10,000	29/05/2020	Further funding for PPE for staff and volunteers at a homelessness charity during the COVID19 pandemic
Community Foundation for Surrey - Covid 19 Response - Homelessness
£5,000	08/04/2020	Funding toward the purchase of equipment that will protect their staff and clients, for an organisation that provides housing and support to the homeless, during the COVID-19 pandemic.
Ministry for Housing, Communities and Local Government - MOVE ON FUND
£111,907	01/04/2020	Grant funding to free up hostel and refuge spaces by increasing the availability of affordable move-on or second stage housing
Community Foundation for Surrey - ID Fund
£4,138	04/04/2019 11	Establishment of a fund to pay for the costs of ID for vulnerable people in supported housing.
The Clothworkers Foundation - Grant to Transform Housing & Support/ Surrey Community Development Trust
£10,000	23/10/2017	Building refurbishment for a charity which works with homeless people in Leatherhead
Community Foundation for Surrey - Winter Shelter 2017
£8,600	15/12/2016 2	Winter shelter for homeless people.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-68

ALEC SANDERSON Appointed: 2022, Occupation: Consultant

JULIE ANNE BRADLEY Appointed: 2019, Occupation: Retired Lawyer

KATIE WADEY Appointed: 2019, Occupation: Customer Director

MICHAEL WILLIAM RYAN Appointed: 2020, Occupation: Repairs Manager

NATALIA KOLOTNEVA Appointed: 2021, Occupation: Director, Asset Management, Other trusteeship: DULWICH PREP LONDON,

OLIVER MARK SMEDLEY FCMA ACC (Chair) Appointed: 2019

PAUL REES Appointed: 2019, Occupation: Retired

SANJAY GULATI Appointed: 2022, Occupation: Chief Executive

Legal constitution

Charitable company registered in England & Wales on 02/10/1972, number: 264133
Registered at Companies House on 13/06/1972, number: 01057984

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

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

20 returns made; AR10: 1 days late, AR06: 2 days late, AR05: 1 days late, AR04: 1 days late,

Main office

1ST FLOOR
BRADMERE HOUSE
BROOK WAY
LEATHERHEAD
SURREY

Objectives

J3 (1) The Company's objects are: (a) to provide, maintain and improve houses and hostels, including social housing, providing residential accommodation for people in need upon terms appropriate to their need; (b) to provide or assist in the provision of education or training for people of all ages with the object of developing their physical or mental capacities so they may develop full maturity as responsible individuals; (c) to support people of all ages with the object of developing their physical or economic circumstances with the object of improving their conditions of life; (d) to care for and support people of all ages who are suffering emotional, psychological or physical infirmity so as to improve their mental and physical health, with the object of improving their conditions of life; (e) to provide or assist in the provision of facilities for recreation or other leisure time occupation for people of all ages, in the interests of social welfare, with the object of improving their conditions of life; and (f) any other object that can be carried out from time to time by a charitable company registered as a provider of social housing with the Regulator. (2) The Company shall not trade for profit.

Defined Area of Benefit:

NOT DEFINED BUT PREFERABLY THE COUNTY OF SURREY

Data Sources