Finance Score: -10

Governance Score: 9

Support Score: 3

Accounts overdue -5
Volatile income & significant deficit in latest year: -5
No PartB

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

Grant maker support: +3

Overall GiG Score: 2

EMPLOYMENT SUPPORT AND RETRAINING AGENCY LTD

ESRA is a leader in the field of providing local specialist employment related services to our clients (people with mental health problems) and employers. Our services are available to clients who are looking to return to or retain work and also employers who need advice and support in recruiting or retaining valuable staff (who have mental health problems).

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile recently and was significantly lower than spending in the latest year

Established: 44 years

www.esrasurrey.co.uk

info@esrasurrey.co.uk

01737772115

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
31/03/22		£149	£240	£-92	n/a	n/a	n/a	n/a	n/a	2
31/03/21		£197	£204	£-8	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£241	£266	£-25	n/a	n/a	n/a	n/a	n/a	3
31/03/19	*	£241	£215	£26	n/a	n/a	n/a	n/a	n/a	3
31/03/18		£176	£181	£-6	£0	£0	£0	n/a	0	0
31/03/17		£179	£181	£-2	£0	£0	£0	n/a	0	0
31/03/16		£178	£211	£-33	£0	£0	£0	n/a	0	0
31/03/15		£174	£189	£-15	£0	£0	£0	n/a	0	0
31/03/14	*	£192	£181	£11	£0	£0	£0	n/a	0	0
31/03/13		£142	£192	£-50	£0	£0	£0	n/a	0	0
31/03/12		£149	£183	£-34	£0	£0	£0	n/a	0	0
31/03/11		£229	£201	£28	£0	£0	£0	n/a	0	0
31/03/10		£241	£205	£36	£0	£0	£0	n/a	0	0
31/03/09		£217	£186	£31	£0	£0	£0	n/a	0	0
31/03/08		£205	£182	£23	£0	£0	£0	n/a	0	0
31/03/07		£211	£181	£30	£0	£0	£0	n/a	0	0
31/03/06		£267	£198	£69	£0	£0	£0	n/a	0	0
31/03/05		£186	£172	£14	£0	£0	£0	n/a	0	0
31/03/04		£191	£195	£-5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Economic/Community Development/Employment

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Surrey,

Who it helps

People With Disabilities

Who works here?

Unknown number of employees
2 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.

Specific Donations

Amount	When Months	To be used for
Community Foundation for Surrey - Fund to support individuals
£3,000	25/07/2022	Learning and work opportunities for individuals with mental health issues.
DCMS - Coronavirus Community Support Fund
£9,950	21/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Community Foundation for Surrey - Fund to Support Individuals
£5,000	23/07/2020	Learning and work opportunities for individuals with mental health issues.
Community Foundation for Surrey - Fund to Support Individuals
£5,000	11/07/2019	Learning and work opportunities for individuals with mental health issues.
Community Foundation for Surrey - Rolling Support and Tuition Fund
£9,990	10/04/2019 11	Specialist rolling 1-1 and group tuition aimed at reaching disadvantaged and unemployed people aged 18 and above who have mental health issues.
Community Foundation for Surrey - Rolling Individual and Group Tuition
£9,540	13/06/2017 11	Specialist rolling 1-1 sessions and group tuition aimed to help disadvantaged and unemployed people aged 18 and above who have had mental health issues find, return to or retain work

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-77

HELEN SHOEBRIDGE Appointed: 2021, Occupation: Health & Safety Officer

HELEN WAYNE GOSSET Appointed: 2017, Occupation: Piano Teacher

JAMES CROSS Appointed: 2021, Occupation: Portfolio Manager

JON STONE (Chair) Appointed: 2018, Occupation: Charity Manager, Other trusteeship: TANDRIDGE VOLUNTARY ACTION,

LYNN CRITTENDEN Appointed: 2020, Occupation: Counsellor

Legal constitution

Charitable company registered in England & Wales on 24/10/1980, number: 281004
Registered at Companies House on 13/08/1980, number: 01512263

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR19: 17 days late, AR14: 34 days late,

Main office

Ground Floor
1-3 Linkfield Corner
REDHILL
Surrey
RH1 1BL

Objectives

TO ENCOURAGE AND SUPPORT THOSE PREFERABLY IN THE EAST SURREY HEALTH DISTRICT WHO ARE SO MENTALLY OR PHYSICALLY HANDICAPPED AS TO REQUIRE SPECIAL HELP, AND IN PARTICULAR TO RAISE FUNDS AND PROVIDE FACILITIES ON ITS OWN, OR IN ASSOCIATION WITH OTHER STATUTORY OR VOLUNTARY BODIES WITH A VIEW TO PROMOTING EFFECTIVE REHABILITATION AND ULTIMATE RESETTLEMENT OF THOSE WHO ARE OR HAVE BEEN MENTALLY OR PHYSICALLY HANDICAPPED IN THE COMMUNITY.

Defined Area of Benefit:

EAST SURREY HEALTH DISTRICT

Data Sources