Finance Score: 3

Governance Score: 5

Support Score: 4

Fundraising costs low: +3

Only 4 Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Overall weighted support: +4

Overall GiG Score: 12

MENCAP IN KIRKLEES

The provision of high quality support and advice to meet the needs of children, young people and adults with a learning disability. This includes support and advice to families and carers. The major areas of activity are : day services, residential services, community support, befriending and advocacy.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 4 trustees

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
31/03/23		£3,152	£3,027	£125	£59	£1,467	£1,362	5.4	100	12
31/03/22		£3,156	£3,004	£152	£51	£1,356	£1,253	5	116	25
31/03/21		£3,453	£3,187	£266	£59	£1,195	£1,104	4.2	125	35
31/03/20		£3,399	£3,505	£-105	£5	£928	£841	2.9	136	35
31/03/19		£3,395	£3,477	£-82	£7	£1,054	£983	3.4	133	30
31/03/18		£3,297	£3,421	£-125	£0	£1,136	£1,074	3.8	144	0
31/03/17		£3,073	£3,080	£-6	£0	£1,260	£1,199	4.7	124	0
31/03/16		£2,776	£2,739	£37	£0	£1,266	£1,206	5.3	124	0
31/03/15		£2,634	£2,595	£39	£35	£1,077	£980	4.5	106	0
31/03/14		£2,506	£2,498	£8	£42	£1,039	£929	4.5	104	0
31/03/13		£2,454	£2,432	£21	£32	£1,031	£962	4.7	113	0
31/03/12		£2,408	£2,376	£32	£30	£1,009	£927	4.7	114	0
31/03/11		£2,292	£2,328	£-36	£32	£977	£945	4.9	112	0
31/03/10		£2,175	£2,182	£-6	£32	£1,013	£993	5.5	103	0
31/03/09		£2,156	£2,064	£93	£37	£1,019	£956	5.6	98	0
31/03/08		£1,884	£1,738	£146	£32	£927	£859	5.9	83	0
31/03/07		£1,892	£1,650	£242	£30	£781	£707	5.1	88	0
31/03/06		£1,705	£1,705	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£1,823	£1,905	£-83	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£1,665	£1,592	£73	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.9%
Fundraising Costs/Total Spending: 1.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 21%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 5.4 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.2

Asset Split ?

Balance Sheet History

Established: 35 years

www.mencapinkirklees.org.uk

info@mencapinkirklees.org.uk

01484 340811

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity

GiG Classification

Emotional support, counselling or therapy

How it operates

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

Where it operates

Kirklees,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who supports 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	£14,995
Sport England	£9,210
Sir George Martin Trust	£3,000

Specific Donations

Amount	When Months	To be used for
Sir George Martin Trust - Grant to Mencap in Kirklees
£3,000	15/03/2024	Capital costs for Disability Support & Activities
Sport England - Yoga for mobility and movement
£9,210	22/11/2023 12	This project will provide 90 yoga sessions and 12 extended sessions to engage with service users and determine what they like about yoga allowing the sessions to evolve. The activity will take place ....more This project will provide 90 yoga sessions and 12 extended sessions to engage with service users and determine what they like about yoga allowing the sessions to evolve. The activity will take place in 3 Learning Disability day centres and 2 residential homes across Kirklees.
Co-Operative Group - Grant to Waverley Community Café and More2do
£7,010	24/10/2020	It will improve employability and life skills for adults with learning disabilities, whilst helping to end social isolation for them.
Co-Operative Group - Grant to Mencap In Kirklees
£7,985	15/11/2019	We want to offer training, development and life skills for people with learning disabilities in a safe, community led hub at Waverley Cafe.
National Lottery Community Fund - Waverley Cafe
£10,000	31/01/2019 12	A project to develop the training programme that the group deliver in their community café. This training provides qualifications while reducing isolation and providing basic life skills.
Co-Operative Group - Grant to Mencap
£8,178	19/11/2018	We want funds for a project enabling young people with a learning disability to socialise, experience new things and grow in confidence.
National Lottery Community Fund - More2do
£199,180	26/04/2018 60	The group will provide new opportunities and life chances to adults and young people who have a learning disability or are on the Autistic Spectrum, and who are not in receipt of social care funding. ....more The group will provide new opportunities and life chances to adults and young people who have a learning disability or are on the Autistic Spectrum, and who are not in receipt of social care funding. This will increase confidence, self-esteem and independence, and improve physical and mental health.
Garfield Weston Foundation - Main Grants award
£7,500	18/04/2018	More2Do
National Lottery Community Fund - Mencap Inspiring Choices (MIC) Project
£369,627	30/05/2013 60	This is an existing project based in Huddersfield and delivered by Mencap in Kirklees (MIK) which aims to develop the skills and confidence of people with learning disabilities and their ....more This is an existing project based in Huddersfield and delivered by Mencap in Kirklees (MIK) which aims to develop the skills and confidence of people with learning disabilities and their families/carers by delivering accredited training and offering experiences and opportunities in their working cafe. MIK will target 200 people with learning disabilities living in Huddersfield who can and want to progress into employment and live more independently.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-80

ANTHONY SCOTT HORSFALL Appointed: 2007, Occupation: Unemployed

DAVID BIRCH Appointed: 2022, Occupation: Solicitor

JILL ROBSON Appointed: 2015, Occupation: Retired

LINDA WRIGLEY (Chair), Occupation: None Teaching Assistant

Legal constitution

Charitable company registered in England & Wales on 25/01/1990, number: 702494
Registered at Companies House on 04/10/1989, number: 02428994

Gift Aid

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
Engaging external speakers at charity events policy and procedures
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: 180 days late,

Main office

Mencap in Kirklees
Independence House
Holly Bank Road
HUDDERSFIELD
Lindley
HD3 3LX

Objectives

THE RELIEF OF PEOPLE WITH A LEARNING DISABILITY IN PARTICULAR BY THE PROVISION OF HELP AND SUPPORT FOR THEM AND THEIR FAMILIES, DEPENDANTS AND CARERS. TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION FOR PEOPLE WHO HAVE NEED THEREOF BY REASON OF LEARNING DISABILITY WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

KIRKLEES