Finance Score: 1

Governance Score: 9

Support Score: 4

Poor Liquidity: -1
Strong growth: +2

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

Grant maker support: +4

Overall GiG Score: 14

MENTAL HEALTH MATTERS

To develop and provide the widest range of support and services to people with mental health needs and people with learning difficulties.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 40 years

www.mhm.org.uk

info@mhm.org.uk

01915163500

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		£23,568	£23,667	£-99	£0	£4,631	£3,911	2	525	2
31/03/22		£21,508	£20,552	£956	£0	£4,730	£4,180	2.4	454	2
31/03/21		£17,810	£17,536	£274	£0	£3,774	£3,269	2.2	408	2
31/03/20		£14,832	£14,271	£561	£0	£3,500	£3,183	2.7	343	7
31/03/19		£12,992	£12,694	£298	£0	£2,939	£2,638	2.5	317	10
31/03/18		£12,622	£11,914	£707	£0	£2,641	£2,345	2.4	296	0
31/03/17		£10,381	£10,854	£-473	£0	£1,934	£1,744	1.9	271	0
31/03/16		£8,604	£9,879	£-1,275	£0	£2,407	£2,217	2.7	233	0
31/03/15		£11,139	£11,254	£-116	£81	£3,681	£3,484	3.7	226	0
31/03/14		£11,384	£11,049	£335	£110	£3,797	£3,606	3.9	293	0
31/03/13		£13,611	£13,288	£323	£193	£3,805	£3,512	3.2	310	0
31/03/12		£15,319	£14,688	£631	£164	£3,482	£3,154	2.6	361	0
31/03/11		£13,575	£13,065	£510	£173	£2,851	£2,545	2.3	324	0
31/03/10		£10,646	£10,312	£334	£157	£2,340	£2,065	2.4	248	0
31/03/09		£7,748	£7,504	£244	£125	£2,006	£1,736	2.8	181	0
31/03/08		£7,165	£6,803	£362	£116	£1,762	£1,480	2.6	173	0
31/03/07		£6,337	£6,226	£111	£72	£1,400	£1,255	2.4	174	0
31/03/06		£5,898	£5,742	£156	£0	£0	£0	n/a	0	0
31/03/05		£5,905	£5,789	£116	£0	£0	£0	n/a	0	0
31/03/04	*	£6,441	£6,071	£371	£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: 1%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 43%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 84%
Reserves/Spending: 2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.1

Asset Split ?

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
General Charitable Purposes

How it operates

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

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

525 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 serving Tyne & Wear and Northumberland - A grant to Mental Health Matters
£2,000	10/03/2022	The organisations charitable activities in the North East of England
Masonic Trust - MCF Freemasons COVID-19 Community Fund
£16,000	05/07/2021	The grant will support the training of 100 individuals to become trained Mental Health First Aiders for both adults and young people.
Community Foundation serving Tyne & Wear and Northumberland - the organisations charitable purposes in the North East of England
£2,000	18/03/2021	the organisations charitable purposes in the North East of England
Community Foundation serving Tyne & Wear and Northumberland - Drop-in Mental Health Information, Advice & Guidance for GHC Tenants
£4,407	09/10/2018	Drop-in Mental Health Information, Advice & Guidance for GHC Tenants
Department for Work and Pensions - Journey to Employment (J2E) payments to DPULOs and VSOs (2018)
£50,353	01/04/2018	Creating peer support Job Clubs to help disabled claimants get back into employment
Department for Work and Pensions - Journey to Employment (J2E) payments to DPULOs and VSOs (2018)
£28,117	01/04/2018	Creating peer support Job Clubs to help disabled claimants get back into employment
Sport England - Opportunity Fund
£142,000	28/11/2017 33	Funding under Sport England's Opportunity Fund funding programme for a Revenue project titled 'Opportunity Fund'. This project lists its main activity as Sports Development.
Sport England - Opportunity Fund
£142,000	28/11/2017 36	Funding under Sport England's Opportunity Fund funding programme for a Revenue project titled Opportunity Fund. This project lists its main activity as Sports development
Department for Work and Pensions - Jobs to Employment (J2E) payments to DPULOs and VSOs)
£30,185	01/04/2017	Creating peer support Job Clubs to help disabled claimants get back into employment
Department for Work and Pensions - Jobs to Employment (J2E) payments to DPULOs and VSOs)
£34,974	01/04/2017	Creating peer support Job Clubs to help disabled claimants get back into employment
National Lottery Community Fund - The Peppermill
£322,920	11/02/2010 60	This existing project will use the grant to continue and expand the opening hours of The Peppermill, a day centre for people with mental health problems, based in Pontefract.

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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: 40-66

DAVID CORNER Appointed: 2015, Occupation: Director, Other trusteeship: SMART,

GEORGE JENKINS Appointed: 2021, Occupation: Finance Director

JILL ANNE LANHAM Appointed: 2021, Occupation: Director Of Digital

KATE EVANS Appointed: 2021, Occupation: Civil Servant

MARTYN BOOTH Appointed: 2021, Occupation: Chief Information Security Officer

MATTHEW ATHERTON Appointed: 2022, Occupation: Business Development Director

PETER ROLLAND Appointed: 2021, Occupation: Registered Nurse

SALLY JANE BAINES (Chair) Appointed: 2018, Occupation: Nhs Director

Legal constitution

Charitable company registered in England & Wales on 09/02/1984, number: 514829
Registered at Companies House on 27/01/1984, number: 01786914

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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; AR04: 1 days late,

Main office

Mental Health Matters
Avalon House
St. Catherines Court
Sunderland Enterprise Park
SUNDERLAND
SR5 3XJ

Objectives

THE CHARITY'S OBJECTS ARE, FOR THE BENEFIT OF THE PUBLIC, TO RELIEVE AND PROMOTE THE WELL-BEING OF PERSONS WHO ARE EXPERIENCING MENTAL OR PHYSICAL HEALTH PROBLEMS OR ILLNESSES, HOWEVER THOSE PROBLEMS OR ILLNESSES HAVE ARISEN, AND THEIR FAMILIES AND CARERS, BOTH IN THE UK AND OVERSEAS.

Defined Area of Benefit:

SEE OBJECTS

Data Sources