THIS CHARITY HAS BEEN REMOVED FROM THE CHARITY COMMISSION REGISTER

Finance Score: 0
Governance Score: 0
Support Score: 0
  • Removed: -50
(no info on trustees)
    Overall GiG Score: -50 ?

    HEALTH ENERGY ADVICE TEAM LIMITED

    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£630£445£185£153£647£26071024
    31/03/22£486£411£75n/an/an/an/an/an/a
    31/03/21£538£330£208£0£388£702.5926
    31/03/20£302£284£18n/an/an/an/an/an/a
    31/03/19£283£243£40n/an/an/an/an/an/a
    31/03/18£220£215£5n/an/an/an/an/an/a
    31/03/17£220£215£5n/an/an/an/an/an/a
    31/03/16£206£180£26n/an/an/an/an/an/a
    31/03/15£196£182£13n/an/an/an/an/an/a
    31/03/14£154£169£-15n/an/an/an/an/an/a
    31/03/13£161£246£-85n/an/an/an/an/an/a
    31/03/12£190£253£-63n/an/an/an/an/an/a
    31/03/11£227£308£-81n/an/an/an/an/an/a
    31/03/10£492£498£-7n/an/an/an/an/an/a
    31/03/09£837£670£168£9£298£1011.8140
    31/03/08£458£434£24n/an/an/an/an/an/a
    31/03/07*£537£507£30£310£107£992.4150
    31/03/06£489£418£71n/an/an/an/an/an/a
    31/03/05£177£170£7n/an/an/an/an/an/a

    Financial Ratios
    Fundraising Costs/Relevant Income: 31.2%
    Fundraising Costs/Total Spending: 34.4%
    Highest pay band: Less than £60,000
    Liabilities/Assets: 2%
    Liabilities/Income: 2%
    Unrestricted Funds/Total Funds: 40%
    Reserves/Spending: 7 months
    Net Current Assets/Spending: 16 months
    Quick Ratio: 57
    Asset Split ?
    Balance Sheet History
    Established: 21 years
    Charity Commission for England and Wales
    UN SDGs
    ?
    Listed activities
    • Economic/Community Development/Employment
    • Education/Training
    • General Charitable Purposes
    • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
    • Other Charitable Purposes
    • The Advancement Of Health Or Saving Of Lives
    • The Prevention Or Relief Of Poverty
    GiG Classification
    • Support for victims of domestic or sexual abuse
    How it operates
    • Acts as an umbrella or resource body
    • Other charitable activities
    • Provides advocacy/advice/information
    • Provides services
    Where it operates
    • Knowsley, Liverpool City, Sefton, St Helens, Wirral,
    Who it helps
    • Children/Young People
    • Elderly/Old People
    • Other Defined Groups
    • People Of A Particular Ethnic Or Racial Origin
    • People With Disabilities
    • The General Public/Mankind

    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.

    Major supporters in last 5 years
    Henry Smith Charity£389,800
    National Lottery Community Fund£344,895
    Comic Relief£199,919
    DCMS£96,494
    Lloyds Bank Foundation£12,000
    The Clothworkers Foundation£10,000
    Specific Donations
    Amount When
    Months
    To be used for
    National Lottery Community Fund - LDAS
    £344,895 16/02/2023
    The funding will be used to continue support for women and girls who are experiencing domestic abuse in Liverpool. This funding will contribute to core costs and enhance the service to meet increase ....more
    Henry Smith Charity - Grant to Health Energy Advice Team
    £118,200 17/05/2022
    36
    towards three years' salary of a Recovery Coordinator providing support for survivors of domestic abuse, impacted by the COVID-19 pandemic, in Liverpool, Merseyside.
    The Clothworkers Foundation - Grant to HEAT
    £10,000 11/05/2021
    purchsae IT equipment for a charity supporting survivors of domestic and sexual abuse in Merseyside
    Henry Smith Charity - Grant to Health Energy Advice Team
    £99,800 23/10/2020
    12
    towards one year's running costs of an organisation providing one-on-one support for women and girls who have been affected by domestic abuse in Liverpool.
    DCMS - DCMS VSCE CMC Covid Funding
    £49,900 23/10/2020
    NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
    Comic Relief - The Bridge Project
    £199,919 15/09/2020
    Bridge Project is a new project to support young women in Liverpool to access their own home and give them the tools to make it a happy space where they feel safe and secure. The beneficiaries will ....more
    Lloyds Bank Foundation - Variation grant to Health Energy Advice Team Ltd
    £12,000 24/07/2020
    Grant to Health Energy Advice Team Ltd meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
    DCMS - Coronavirus Community Support Fund
    £46,594 23/07/2020
    "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
    CAF - Grant to Health Energy Advice Team (HEAT)
    £5,521 19/06/2020
    3
    Grant to Health Energy Advice Team (HEAT) to support the organisation through COVID19
    Henry Smith Charity - Grant to Health Energy Advice Team
    £171,800 10/12/2019
    36
    towards three years' continuation funding of the salary of a Project Co-ordinator and a Specialist Independent Domestic Violence Advocate at an organisation providing support to women affected by ....more
    National Lottery Community Fund - Positive Steps
    £9,440 04/04/2019
    12
    The organisation will deliver a programme of positive steps workshops for women and children who have experienced domestic abuse, with the aim of increasing confidence and self-esteem.
    Lloyds Bank Foundation - Grant to Health Energy Advice Team Ltd
    £75,000 16/10/2018
    36
    HEAT provides support services to women affected by domestic abused in the Liverpool area, helping them to stay safe, rebuild their lives and reduce isolation. The grant will part fund the Manager's ....more
    John Moores Foundation - Grant to Health Energy Advice Team (HEAT)
    £10,000 01/06/2018
    Towards the salary of the Domestic Abuse Worker
    National Lottery Community Fund - Domestic Abuse Awareness Programme (Women 55+)
    £9,702 20/12/2017
    12
    The group will deliver a domestic abuse awareness programme for women over the age of 55 to enable them to address issues, make positive choices for their future, and fulfil their potential. The ....more
    Co-Operative Group - Grant to Health Energy Advice Team
    £3,227 29/11/2017
    Help provide outreach fuel poverty advice and support in Kensington and Fairfield Ward by engaging hard to reach, disadvantaged residents.
    National Lottery Community Fund - Liverpool Domestic Abuse Service (LDAS)
    £499,330 27/07/2016
    48
    This organisation will use the funding to provide a range of support to women who are either experiencing or have experienced domestic abuse. The activities, which will challenge behaviours, promote ....more
    Henry Smith Charity - Grant to Health Energy Advice Team
    £90,500 09/06/2016
    36
    towards three years' salary of the Coordinator at a project providing support to women affected by domestic abuse in Liverpool
    John Moores Foundation - Grant to Health Energy Advice Team (HEAT)
    £7,500 01/06/2016
    Towards the salary of the Domestic Abuse Worker
    Lloyds Bank Foundation - Grant to Health Energy Advice Team Ltd
    £28,000 27/09/2013
    The organisation provides a holistic package of support to women & their children who are suffering from domestic abuse. All services are delivered at outreach venues, throughout Liverpool, ....more
    National Lottery Community Fund - Liverpool Domestic Abuse Service (LDAS)
    £149,297 21/11/2012
    36
    This is a continuation and expansion of a current project, based in Liverpool, which provides support to women and their children who are victims of domestic violence. The service provides a ....more
    Nationwide Foundation - Grant to Health Energy Advice Team Ltd
    £5,000 30/03/2012
    To run workshops and deliver one to one advice to women that have experienced domestic abuse on benfits, debt, improving financial capability, understanding financial products and services.
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees

    Sorry we have no information about the Trustees.

    Legal constitution
    • Charitable company registered in England & Wales on 14/11/2003, number: 1100705
    Gift Aid
    • NOT registered with HMRC for Gift Aid
    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
    19 returns made; AR07: 59 days late,
    Main office


    Objectives

    THE OBJECTS OF THE CHARITY ARE TO PROMOTE FOR THE BENEFIT OF THE INHABITANTS OF MERSEYSIDE AND ITS SURROUNDING AREA ANY CHARITABLE PURPOSE WHICH ENHANCES THE POTENTIAL AND QUALITY OF LIFE FOR THOSE WHO ARE DISADVANTAGED FROM SOCIETY BY REASON OF POVERTY, SPECIAL NEEDS OR OTHER CIRCUMSTANCES BY ANY OF THE FOLLOWING MEANS:3.1 THE PRESERVATION AND PROTECTION OF GOOD HEALTH3.2 THE RELIEF OF POVERTY, HARDSHIP AND DISTRESS AMONGST THOSE IN NECESSITOUS CIRCUMSTANCES3.3 THE ADVANCEMENT OF EDUCATION AND THE PROVISION OF FREE ADVICE AND ASSISTANCE ON WELFARE BENEFITS, HOUSING PROBLEMS, DEBT AND ENERGY EFFICIENCY3.4 THE ADVANCEMENT OF SUCH CHARITABLE PURPOSES AS ARE BENEFICIAL TO THE COMMUNITY IN THE AREA OF BENEFIT

    Defined Area of Benefit:

    MERSEYSIDE AND THE SURROUNDING AREA

    Data Sources

    Charity Commission for England and Wales
    360 Giving

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