Finance Score: -7

Governance Score: -1

Support Score: 4

Accounts overdue -5
Multiple Deficits: -2
No PartB

Mainly female board: -1

Grant maker support: +4

Overall GiG Score: -4

THE YEOVIL OPPORTUNITY GROUP

Pre-school play group for children with special needs.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received

Regulatory & Governance issues to consider:

The Board is predominantly female

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
On several occasions in recent years income has been less than spending

Established: 54 years

www.yog.org.uk

info@yog.org.uk

01935384157

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		£75	£97	£-22	n/a	n/a	n/a	n/a	n/a	3
31/03/21		£86	£91	£-5	n/a	n/a	n/a	n/a	n/a	3
31/03/20		£101	£100	£2	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£63	£87	£-23	n/a	n/a	n/a	n/a	n/a	15
31/03/18		£51	£79	£-28	£0	£0	£0	n/a	0	15
31/03/17		£56	£83	£-27	£0	£0	£0	n/a	0	0
31/03/16	*	£110	£93	£17	£0	£0	£0	n/a	0	0
31/03/15		£105	£97	£8	£0	£0	£0	n/a	0	0
31/03/14		£105	£84	£21	£0	£0	£0	n/a	0	0
31/03/13		£107	£95	£12	£0	£0	£0	n/a	0	0
31/03/12		£99	£113	£-14	£0	£0	£0	n/a	0	0
31/03/11		£120	£101	£20	£0	£0	£0	n/a	0	0
31/03/10	*	£110	£82	£28	£0	£0	£0	n/a	0	0
31/03/09		£85	£79	£6	£0	£0	£0	n/a	0	0
31/03/08		£80	£73	£7	£0	£0	£0	n/a	0	0
31/03/07	*	£60	£70	£-9	£0	£0	£0	n/a	0	0
31/03/06	*	£66	£65	£1	£0	£0	£0	n/a	0	0
31/03/05		£56	£58	£-2	£0	£0	£0	n/a	0	0
31/03/04	*	£83	£72	£11	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

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

Where it operates

Dorset, Somerset,

Who it helps

Children/Young People
People With Disabilities

Who works here?

Unknown number of employees
3 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
Somerset Community Foundation - Core costs to support the creation of a Centre of Excellence for Children with SEND and their families
£26,250	22/03/2023	Grant to Yeovil Opportunity Group
Somerset Community Foundation - Providing education and specialist support to vulnerable children and families who are at risk of exclusion
£3,848	10/10/2022	Grant to Yeovil Opportunity Group
Somerset Community Foundation - Core costs of providing early years support to children with additional needs
£3,500	27/10/2021	Core costs of providing early years support to children with additional needs
Somerset Community Foundation - Yeovil Opportunity Group - Core service costs
£3,000	15/12/2017 12	Early years education to children with a disability or additional needs
Somerset Community Foundation - Yeovil Opportunity Group - core costs
£3,850	15/07/2016 12	Core costs
Lloyds Bank Foundation - Grant to Yeovil Opportunity Group
£11,700	21/01/2013	This project will provide music therapy to pre-school children with additional needs to support their development.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Gender Split

GABRIELA FILLON Appointed: 2018

JULIE LEWIS

JANE LOCK (Chair) Appointed: 2016

RACHEL GOODFELLOW Appointed: 2014

SIMON ROWBOTTOM

WENDY FRANCES MARY VINCENT

Legal constitution

Charity registered in England & Wales on 04/09/1970, number: 304693

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR16: 34 days late, AR10: 1 days late, AR07: 58 days late, AR06: 423 days late, AR04: 1 days late,

Main office

BALIDON CENTRE
SUMMERLANDS HOSPITAL SITE
PRESTON ROAD
YEOVIL, SOMERSET
BA20 2BX

Objectives

TO ENHANCE THE DEVELOPMENT AND EDUCATION OF CHILDREN, IRRESPECTIVE OF THEIR RACE, CULTURE, RELIGION, MEANS OR ABILITY, IN PARTICULAR THOSE WITH ADDITIONAL NEEDS BY OFFERING APPROPRIATE PLAY, EDUCATION AND CARE FACILITIES.

Defined Area of Benefit:

NOT DEFINED

Data Sources