Finance Score: -1

Governance Score: 6

Support Score: 4

Pension deficit: -1

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 9

PHOENIX HOUSE

The principal activity of the Company, a registered charity and social landlord, is providing services for those suffering addictions relating to drugs and alcohol in residential, community and prison services and working with service users and their families/carers in socially deprived communities to create a range of positive outcomes. To include health, crime, education, employment and housing.

Analysis by Giving is Great

Positives:

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 gender and dynamic in terms of composition

Financial issues to consider:

There is a pension deficit of £4,368,000

Established: 42 years

www.phoenix-futures.org.uk

02072349740

Charity Commission for England and Wales

Tweets

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		£23,764	£20,983	£2,781	£0	£16,414	£16,264	9.3	469	67
31/03/22		£19,553	£18,310	£1,243	£0	£14,564	£13,509	8.9	471	49
31/03/21		£19,025	£17,539	£1,486	£0	£11,668	£10,613	7.3	463	92
31/03/20		£19,885	£18,429	£1,456	£0	£14,511	£13,456	8.8	507	63
31/03/19		£18,492	£18,204	£288	£0	£8,072	£8,072	5.3	422	153
31/03/18		£20,525	£16,388	£4,137	£9	£17,582	£17,582	12.9	396	0
31/03/17		£21,095	£21,048	£47	£11	£8,165	£8,165	4.7	447	0
31/03/16		£25,171	£26,141	£-970	£9	£8,118	£1,078	0.5	546	0
31/03/15		£28,253	£27,902	£351	£30	£12,782	£12,782	5.5	623	0
31/03/14		£27,571	£22,147	£5,424	£12	£12,431	£12,431	6.7	548	0
31/03/13		£23,180	£21,881	£1,299	£12	£7,007	£7,007	3.8	560	0
31/03/12		£24,537	£22,866	£1,671	£27	£5,708	£5,708	3	592	0
31/03/11		£26,120	£25,485	£634	£28	£4,072	£1,876	0.9	626	0
31/03/10		£22,885	£22,336	£549	£19	£3,438	£1,247	0.7	586	0
31/03/09		£20,983	£20,485	£498	£17	£2,920	£2,920	1.7	588	0
31/03/08		£17,149	£16,687	£462	£149	£2,422	£2,422	1.7	461	0
31/03/07		£15,509	£15,831	£-322	£152	£1,960	£1,960	1.5	426	0
31/03/06	*	£14,058	£14,236	£-178	£0	£0	£0	n/a	0	0
31/03/05		£12,408	£12,132	£276	£0	£0	£0	n/a	0	0
31/03/04		£11,456	£10,626	£830	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 31%
Liabilities/Income: 40%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 9.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 0.9

Asset Split ?

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Scotland, Throughout England,

Who it helps

Children/Young People
Other Defined Groups
The General Public/Mankind

Who works here?

469 employees
67 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
National Lottery Community Fund - Recovery Through Nature - North Lanarkshire
£199,500	26/10/2022	The group will use the funding to deliver a therapeutic programme engaging people with drug and alcohol issues in a range of practical conservation and horticultural projects to aid their ....more The group will use the funding to deliver a therapeutic programme engaging people with drug and alcohol issues in a range of practical conservation and horticultural projects to aid their rehabilitation and recovery. The project helps build self-esteem confidence and social skills while helping prevent relapse into substance misuse. The three-year project will be based in Coatbridge providing support across North Lanarkshire.
Garfield Weston Foundation - Main Grants award
£20,000	18/04/2018	Recovery through Nature
Masonic Trust - Recovery Through Nature Programme
£50,000	20/04/2016	Enabling people recovering from substance addiction to engage in a range of practical conservation projects to aid their rehabilitation and recovery.
City Bridge Trust - Grant to Phoenix House (T/A Phoenix Futures)
£150,000	09/07/2015 36	£150,000 over three years (3 x £50,000) towards the costs of a full-time Through the Gate Worker plus running costs for work with participants of the Building Futures programme on release from HMP ....more £150,000 over three years (3 x £50,000) towards the costs of a full-time Through the Gate Worker plus running costs for work with participants of the Building Futures programme on release from HMP Holloway.
National Lottery Community Fund - Recovery Through Nature
£450,000	08/04/2015 60	This project will engage individuals in recovery from drug and alcohol issues in practical conservation across 17 sites in England. Recovery through Nature recruits beneficiaries from treatment ....more This project will engage individuals in recovery from drug and alcohol issues in practical conservation across 17 sites in England. Recovery through Nature recruits beneficiaries from treatment services providing a mutually supportive therapeutic programme away from traditional treatment settings to reduce the risk of relapse. These practical outdoor experiences support new skills and qualifications, improve health and well-being, self-confidence, self-worth and social interaction.
National Lottery Community Fund - Communities of Recovery Glasgow
£457,726	11/03/2015 36	Not Available
National Lottery Community Fund - Older People's Substance Misuse Service
£281,425	11/09/2014 36	Not Available
National Lottery Community Fund - The Phoenix Way
£10,000	01/05/2013 12	This group will engage residents in a creative film making experience. The residents will assist film making professionals in producing awareness raising films for the local community highlighting ....more This group will engage residents in a creative film making experience. The residents will assist film making professionals in producing awareness raising films for the local community highlighting the role, the need and the impact of the service in the wider community
National Lottery Community Fund - Welfare Rights Advocacy Service
£296,881	17/04/2013 36	Supporting recovery of individuals in Norfolk affected by substance misuse or gambling issues through proper management of and access to relevant benefits and stable financial management. By ....more Supporting recovery of individuals in Norfolk affected by substance misuse or gambling issues through proper management of and access to relevant benefits and stable financial management. By increasing the accessibility of service, Phoenix House intends to provide the service to more people in a rural county more effectively. _x000B_

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 55-76

DAVID NICOL MACKIE Appointed: 2019, Occupation: Sheriff, Other trusteeship: LEY COMMUNITY DRUG SERVICES,

DOROTHY MARIE BROWN Appointed: 2015, Occupation: Civil Servant

DR ANNIE BARTLETT Appointed: 2016, Occupation: Professor, Other trusteeship: PETAR NETWORK,

DR FRANCIS KEANEY Appointed: 2022, Occupation: Consultant Addiction Psychiatrist

EMANUELE LABOVITCH Appointed: 2015, Occupation: Consultant

HELEN RUTH WOLLASTON Appointed: 2022, Occupation: Retired Chief Executive

IAN WATSON Appointed: 2017, Occupation: Accountant

IAIN MCGOURTY Appointed: 2015, Occupation: Non Executive Director

RICHARD HILL (Chair) Appointed: 2022, Occupation: Chief Executive, Other trusteeships: CRAFTS COUNCIL, THE OXFORDSHIRE CARE PARTNERSHIP, THE GLOUCESTERSHIRE CARE PARTNERSHIP,

SIMON STREET Appointed: 2022, Occupation: Retired Gp, Other trusteeship: LEY COMMUNITY DRUG SERVICES,

Legal constitution

Charitable company registered in England & Wales on 19/07/1982, number: 284880
Registered at Companies House on 02/04/1982, number: 01626869

Gift Aid

Registered with HMRC for Gift Aid

Event History

05/02/2019 - Asset transfer in from ARP CHARITABLE SERVICES
06/02/2019 - Asset transfer in from NORCAS

Other Regulators

Care Quality Commission
Homes England
Ofsted (Office For Standards In Education)

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; AR06: 1 days late,

Main office

68 NEWINGTON CAUSEWAY
LONDON
SE1 6DF

Objectives

THE CHARITY’S OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:THE TREATMENT AND CARE OF THOSE SUFFERING FROM DEPENDENCE UPON OR ADDICTION TO OR MISUSE OF DRUGS AND OR ALCOHOL;THE REHABILITATION OF THOSE RELIEVED FROM DEPENDENCE UPON OR ADDICTION TO OR MISUSE OF DRUGS AND OR ALCOHOL;THE ADVANCEMENT OF EDUCATION OF PERSONS WORKING OR CONCERNED IN THE FIELD OF DRUGS AND OR ALCOHOL DEPENDENCE OR ABUSE;THE TREATMENT, CARE AND RECOVERY OF PERSONS SUFFERING FROM PSYCHOLOGICAL OR PHYSICAL INFIRMITY OR AN ADDICTIVE LIFESTYLE, INCLUDING BUT NOT LIMITED TO PERSONS WHO HAVE ADDICTIONS OR MENTAL HEALTH PROBLEMS RELATING TO GAMBLING, SMOKING, DRUGS, ALCOHOL OR FOOD OR WHO BY ADVERSE CIRCUMSTANCES OR ILL HEALTH ARE IN NEED OF HELP, COUNSELLING, OR GUIDANCE IN ACQUIRING A SETTLED WAY OF LIFE SO THAT THEY MAY DEVELOP FULL MATURITY AS RESPONSIBLE INDIVIDUALS AND MEMBERS OF SOCIETY; ANDTO RELIEVE THE NEEDS OF PERSONS, INCLUDING BUT NOT LIMITED TO FAMILIES AND COMMUNITIES, ARISING OUT OF THEIR RELATIONSHIP WITH PERSONS HAVING THE ISSUES SET OUT IN THE PRECEDING OBJECTS, INCLUDING THE PROVISION OF AND CONTINUED DEVELOPMENT OF SERVICES AND ADVICE RELATED TO SOCIAL HOUSING, OTHER HOUSING, COMMUNITY ENGAGEMENT, EDUCATION , EMPLOYMENT, FAMILY AND CARE SUPPORT. NOTHING IN THE ARTICLES SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CHARITY FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005.

Defined Area of Benefit:

NOT DEFINED

Data Sources