Finance Score: -3

Governance Score: 9

Support Score: 4

Excess liquidity: -1
Large legacies income: +1
Fundraising costs high: -3

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

Grant maker support: +4

Overall GiG Score: 10

WIRRAL HOSPICE ST JOHN'S

Provision of Specialist Palliative Care in Wirral comprising Inpatient, Outpatient , Wellbeing Services, Hospice at Home and advice line.

Analysis by Giving is Great

Positives:

This charity has received considerable income from legacies in recent years
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:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
Fundraising costs are high relative to funds raised

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		£7,969	£6,747	£1,222	£1,595	£15,195	£13,250	23.6	165	400
31/03/22		£6,730	£5,687	£1,044	£1,376	£14,341	£12,345	26.1	158	450
31/03/21		£6,552	£5,085	£1,467	£1,110	£13,136	£11,083	26.2	160	431
31/03/20		£5,236	£5,475	£-240	£1,223	£10,751	£8,643	18.9	161	149
31/03/19		£6,084	£5,224	£860	£1,063	£11,695	£9,529	21.9	173	500
31/03/18		£5,325	£5,245	£80	£27	£10,635	£8,501	19.4	186	0
31/03/17		£5,178	£5,608	£-430	£1,357	£10,581	£8,391	18	163	0
31/03/16		£4,984	£5,526	£-543	£1,076	£10,520	£8,276	18	164	0
31/03/15		£5,090	£5,047	£43	£1,078	£11,251	£8,941	21.3	154	0
31/03/14		£5,519	£4,437	£1,082	£991	£10,974	£8,564	23.2	140	0
31/03/13		£4,598	£4,297	£301	£904	£9,488	£7,519	21	140	0
31/03/12		£4,421	£3,890	£531	£832	£8,660	£6,766	20.9	121	0
31/03/11		£4,115	£3,686	£429	£793	£8,065	£6,106	19.9	126	0
31/03/10		£3,833	£3,787	£45	£766	£7,582	£6,054	19.2	141	0
31/03/09	*	£4,226	£3,867	£360	£803	£6,962	£5,384	16.7	143	0
31/03/08		£4,762	£3,517	£1,245	£781	£7,155	£5,759	19.6	76	0
31/03/07		£4,205	£3,310	£895	£742	£6,130	£5,301	19.2	132	0
31/03/06	*	£2,820	£3,147	£-328	£0	£0	£0	n/a	0	0
31/03/05	*	£3,090	£2,825	£265	£0	£0	£0	n/a	0	0
31/03/04		£2,838	£2,545	£293	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 29.2%
Fundraising Costs/Total Spending: 24%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 12%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 23.6 months
Net Current Assets/Spending: 6 months
Quick Ratio: 0.9

Asset Split ?

Established: 44 years

www.wirralhospice.org

info@wirralhospice.org

01513342778

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

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

Where it operates

Cheshire West & Chester, Wirral,

Who it helps

The General Public/Mankind

Who works here?

165 employees
400 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

Co-Operative Group	£20,138
National Lottery Community Fund	£19,222
Sir Jules Thorn Charitable Trust	£5,000
Masonic Trust	£1,750

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Wirral Hospice St John's
£2,794	21/10/2023	We would like to fund a specially trained advisor from the Citizens Advice Bureau to come and work with our social workers and counsellors.
Co-Operative Group - Grant to Wirral Hospice St John's
£3,739	22/10/2022	We would like to continue to help and support patients and families living with a terminal illness. We provide emotional and psychological support, as well as bereavement counselling.
National Lottery Community Fund - Childrens Bereavement Project
£10,000	14/10/2022	The funding will be used to provide bereavement support for children and young people. This project aims to help families to deal with their grief before children go on to adulthood.
Sir Jules Thorn Charitable Trust - Wirral Hospice St John's - 30/09/21
£5,000	29/11/2021	Core Funding
Masonic Trust - MCF Hospice
£1,750	10/11/2021	Unrestricted funding for hospices
Co-Operative Group - Grant to Wirral Hospice St John's
£3,907	23/10/2021	We would like to replace some of our old gardening equipment for the day patients and people from the local community who volunteer to tidy up our hospice gardens.
Co-Operative Group - Grant to Wirral Hospice St John's
£4,175	24/10/2020	Our project is to start group sessions called Build and Banter, helping to tackle loneliness following bereavement in our local community.
National Lottery Community Fund - Improving Accessibility at Wirral Hospice St John's
£9,222	23/03/2020 12	The funding will be used to purchase hearing equipment and training to use it in the organisation's hospice and charity shops. The project aims to give patients, visitors and people from the ....more The funding will be used to purchase hearing equipment and training to use it in the organisation's hospice and charity shops. The project aims to give patients, visitors and people from the community with hearing loss better accessibility to the services provided.
Co-Operative Group - Grant to Wirral Hospice St John's
£5,523	15/11/2019	We would like to fund more group activities in our Day Therapy Unit, to build our patients' confidence and skills.
Masonic Trust - Hospice Grant
£3,290	19/10/2016	Core funding for hospices

Show more rows

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: 41-79

DR HILARY LEGGAT Appointed: 2018, Occupation: Retired

JENNIFER PORTER Appointed: 2022, Occupation: Lawyer

NICHOLA SANDMAN Appointed: 2022, Occupation: Director Of Operations

TIM MCDONNELL Appointed: 2021, Occupation: Retired

DR JEAN QUINN Appointed: 2018, Occupation: Retired

DR ROGER HOOTON PLATT Appointed: 2019, Occupation: Retired

JULIE WYNNE Appointed: 2020, Occupation: Accountant

LYNDA MEADOWS Appointed: 2019, Occupation: Retired

STEVE SCHROEDER Appointed: 2015, Occupation: Retired

KEITH ANDREW BAILEY Appointed: 2022, Occupation: Retired, Other trusteeship: AGE CONCERN WIRRAL,

Legal constitution

Charitable company registered in England & Wales on 11/11/1980, number: 510643
Registered at Companies House on 22/09/1980, number: 01518364

Gift Aid

Registered with HMRC for Gift Aid

Event History

05/11/2018 - Asset transfer in from THE WIRRAL POST GRADUATE MEDICAL CENTRE
02/01/2024 - Asset transfer in from THE LONSDALE TRUST WALLASEY
22/04/2024 - Asset transfer in from WIRRAL LIONS CLUB CHARITABLE TRUST FUND

Other Regulators

Care Quality Commission

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
Volunteer management

Filing Record

20 returns made; AR09: 18 days late, AR06: 0 days late, AR05: 1 days late,

Recent reorganisation events:

Asset transfer in from THE LONSDALE TRUST WALLASEY on 02/01/2024
Asset transfer in from WIRRAL LIONS CLUB CHARITABLE TRUST FUND on 22/04/2024

Main office

WIRRAL HOSPICE
ST JOHN'S
MOUNT ROAD
HIGHER BEBINGTON
WIRRAL

Objectives

1.1 TO PROMOTE THE RELIEF OF ILLNESS AND SUFFERING IN SUCH WAYS AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT AND IN PARTICULAR IN THE METROPOLITAN COUNTY OF MERSEYSIDE AND COUNTY OF CHESHIRE AND ADJACENT AREAS AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY WHETHER GEOGRAPHICAL OR OTHERWISE OF SUCH OBJECT): 1.1.1 BY ESTABLISHING, MAINTAINING AND CONDUCTING RESIDENTIAL NURSING AND CONVALESCENT HOMES AND HOSPICES FOR THE RECEPTION AND CARE OF PERSONS WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, AGE, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS WHO ARE SUFFERING FROM ANY CHRONIC OR TERMINAL ILLNESS OR FROM ANY DISABILITY OR DISEASE AND BY PROVIDING MEDICAL OR OTHER TREATMENT OR ATTENTION FOR ANY SUCH PERSONS AS AFORESAID WHEREVER IT IS APPROPRIATE TO DO SO; 1.1.2 BY CONDUCTING OR PROMOTING OR ENCOURAGING RESEARCH INTO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM ANY SUCH ILLNESS, DISABILITY, DISEASE OR INFIRMITY AS AFORESAID AND, WITHOUT PREJUDICE TO THE GENERALITY OF THE FORGOING, PARTICULARLY INTO THE CARE AND TREATMENT OF PERSONS SUFFERING FROM CANCER OR TERMINAL ILLNESSES AND BY PROVIDING FOR THE DISSEMINATION OF THE RESULTS OF SUCH RESEARCH; 1.1.3 BY PROMOTING OR ENCOURAGING OR ASSISTING IN THE TEACHING OR TRAINING OF DOCTORS, NURSES, ALLIED HEALTHCARE PROFESSIONALS AND OTHER PERSONS ENGAGED IN ANY BRANCH OF MEDICINE, SURGERY, NURSING OR ALLIED SERVICES AND IN THE TEACHING OR TRAINING OF STUDENTS IN ANY BRANCH OF MEDICINE, SURGERY, NURSING OR ALLIED SERVICES; 1.1.4 BY PROVIDING HOLISTIC CARE BOTH FOR THE PATIENT AND THE FAMILY OF THE PATIENT AND TO PROVIDE AN ENVIRONMENT IN WHICH THE PATIENT CAN LIVE EACH DAY TO THE FULLEST AND DIE IN DIGNITY WITHOUT PHYSICAL OR EMOTIONAL SUFFERING. THIS PROVISION MAY BE AMENDED BY SPECIAL RESOLUTION BUT ONLY WITH THE PRIOR WRITTEN CONSENT OF THE COMMISSION.

Defined Area of Benefit:

MERSEYSIDE AND CHESHIRE AND ADJACENT AREAS

Data Sources