Finance Score: -4

Governance Score: 9

Support Score: 0

Poor Liquidity: -1
Good reserves management: +3
Multiple Deficits: -2
Fundraising costs high: -4

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

No supporters identified

Overall GiG Score: 5

EXPECT LTD

Support people with Mental Health and Learning disabilities

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 appears to have been slender at the latest year end
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/23		£5,051	£5,492	£-441	£1,241	£1,743	£1,743	3.8	154	0
30/09/22	*	£5,298	£5,546	£-248	£1,151	£2,467	£2,467	5.3	169	0
30/09/21		£5,627	£5,925	£-298	£1,388	£2,715	£2,715	5.5	192	0
30/09/20		£5,957	£6,191	£-234	£1,474	£3,013	£3,013	5.8	233	0
30/09/19		£5,648	£5,774	£-127	£1,159	£3,247	£1,766	3.7	235	0
30/09/18		£4,609	£4,726	£-117	£604	£2,711	£2,711	6.9	199	0
30/09/17?		£5,869	£4,967	£903	£82	£2,836	£2,836	6.9	152	0
31/03/16		£3,140	£2,920	£220	£0	£1,920	£1,919	7.9	151	0
31/03/15		£3,180	£2,921	£259	£9	£1,723	£1,710	7	85	0
31/03/14		£2,947	£2,674	£274	£13	£1,289	£1,289	5.8	120	0
31/03/13		£3,069	£2,773	£296	£5	£1,015	£1,015	4.4	120	0
31/03/12		£2,952	£3,055	£-103	£11	£720	£720	2.8	130	0
31/03/11	*	£2,917	£2,865	£52	£9	£823	£823	3.4	115	0
31/03/10	*	£2,819	£2,644	£175	£11	£771	£771	3.5	76	0
31/03/09	*	£2,784	£2,525	£259	£9	£924	£924	4.4	123	0
31/03/08		£2,552	£2,435	£118	£7	£664	£664	3.3	114	0
31/03/07		£2,441	£2,248	£193	£6	£428	£428	2.3	127	0
31/03/06		£2,309	£2,374	£-65	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£2,270	£2,320	£-50	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£2,228	£2,100	£128	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 35.2%
Fundraising Costs/Total Spending: 22.6%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 36%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.4

Asset Split ?

Balance Sheet History

Established: 36 years

www.expect-excellence.org

enquiries@expect-excellence.org

01512840025

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Education/Training

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Bolton, Conwy, Denbighshire, Liverpool City, Sefton,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Community Foundations for Lancashire & Merseyside - Bowersdale Resource Centre Gardening Project
£1,500	22/08/2022	The group are requesting funding to provide a gardening activity and learning programme.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-77

ANTHONY GILMORE (Chair) Appointed: 2016, Occupation: Retired Auctioneer/Valuer

CLAIRE GRAHAM Appointed: 2023, Occupation: Trustee Engagement And Support Lead

DAMON ROBERT BROAD Appointed: 2021, Occupation: Trustee

JEREMY HOOPER Appointed: 2024, Occupation: Consultant

KEVIN ROBERT STEPHEN MORRIS Appointed: 2023, Occupation: Compliance Manager, Retail Financial Services

SYLVIA MCCABE Appointed: 2021, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 15/03/1989, number: 701331
Registered at Companies House on 08/03/1989, number: 02357285

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Care Inspectorate Wales (CIW)

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; AR22: 61 days late, AR11: 87 days late, AR10: 46 days late, AR09: 96 days late, AR04: 1 days late,

Main office

Expect Ltd
151 Stanley Road
Bootle
L20 3DL

Objectives

TO PROMOTE THE VALUE OF ORDINARY LIVING OPPORTUNITIES AND TO ELIMINATE THE SEGREGATION AND STIGMATISATION OF PEOPLE WHO CONSIDER THEMSELVES TO BE DISADVANTAGED BY REASON OF THEIR PHYSICAL ILL HEALTH, MENTAL ILL HEALTH OR LEARNING DISABILITY.TO PROVIDE SUPPORT SERVICES WITH THE AIM OF PRESERVING AND PROTECTING THE HEALTH AND WELLBEING OF PEOPLE WITH PHYSICAL HEALTH NEEDS, MENTAL HEALTH NEEDS AND/OR LEARNING DISABILITIES.TO UNDERTAKE THE MANAGEMENT OF HOUSING PROJECTS, INCLUDING THE RESPONSIBILITIES OF A MANAGEMENT AGENT, WHICH PROVIDE AN ALTERNATIVE TO INSTITUTIONALISED CARE FOR PEOPLE WITH PHYSICAL HEALTH NEEDS, MENTAL HEALTH NEEDS AND/OR LEARNING DISABILITIES.

Defined Area of Benefit:

NOT DEFINED.

Data Sources

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