Finance Score: 4

Governance Score: 3

Support Score: 2

Good reserves management: +3
Deficit latest year: -2
Fundraising costs low: +3

No volunteer policy: -2
12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +2

Overall GiG Score: 9

WOLVERHAMPTON AND SHREWSBURY METHODIST DISTRICT

Providing opportunities for Methodist Circuits to work together and support each other, offering resources, finance, personnel and expertise, and enabling them to engage with the wider society and address its concerns. The District also serves the local Churches and Circuits in the support, deployment and oversight of the various ministries of the Church and in programmes of training.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of 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
Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive benefits from the charity
There are 22 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Income was significantly lower than spending in the latest year

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
31/08/23		£1,009	£1,369	£-360	£0	£601	£379	3.3	7	20
31/08/22		£1,289	£909	£379	£0	£960	£371	4.9	7	20
31/08/21		£902	£854	£47	£0	£581	£399	5.6	8	20
31/08/20		£924	£907	£17	£0	£534	£401	5.3	7	20
31/08/19		£887	£966	£-78	£0	£517	£388	4.8	6	20
31/08/18		£911	£784	£127	£0	£595	£391	6	6	0
31/08/17		£885	£889	£-4	£0	£468	£386	5.2	6	0
31/08/16		£301	£258	£43	n/a	n/a	n/a	n/a	n/a	n/a
31/08/15		£343	£401	£-58	n/a	n/a	n/a	n/a	n/a	n/a
31/08/14		£317	£281	£37	n/a	n/a	n/a	n/a	n/a	n/a
31/08/13		£330	£402	£-72	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12		£366	£316	£50	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11		£362	£275	£87	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10	*	£358	£376	£-17	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 40%
Liabilities/Income: 39%
Unrestricted Funds/Total Funds: 63%
Reserves/Spending: 3.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 4.8

Asset Split ?

Balance Sheet History

Established: 15 years

www.wsmethodist.org.uk

admin@wsmethodist.org.uk

01902658383

Charity Commission for England and Wales

Tweets

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Acts as an umbrella or resource body
Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Dudley, Herefordshire, Powys, Rwanda, Sandwell, Shropshire, Staffordshire, Telford & Wrekin, Walsall, Wolverhampton, Worcestershire,

Who it helps

Other Charities Or Voluntary Bodies
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.

Specific Donations

Amount	When Months	To be used for
The Royal Countryside Fund - Pastoral Support Service
£5,000	01/10/2023	This project will contribute to the salaries and travel expenses of paid chaplains to maintain core activities and expand the pastoral support service in response to rising demand
The Royal Countryside Fund - Rural Chaplaincy Provision
£5,000	21/07/2022	This project will enable pastoral support to c 6,000 farmers in Herefordshire and South Shropshire to continue, through funding of core costs
Co-Operative Group - Grant to Wolverhampton And Shrewsbury Methodist District
£5,734	19/11/2018	We want to enable children from disadvantaged backgrounds to participate in activities to benefit their ongoing health and well-being.
National Lottery Community Fund - District Children's Holiday
£9,990	25/01/2017 12	This group will use the funding to run holiday trips for children and young people. Participants from disadvantaged backgrounds will be able to participate in activities which benefit their health ....more This group will use the funding to run holiday trips for children and young people. Participants from disadvantaged backgrounds will be able to participate in activities which benefit their health and wellbeing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (22)

Current Trustees appointed

Gender Split

ANGELA JANE EVANS Appointed: 2017

BRIAN CLARKE OAKLEY Appointed: 2012

DEACON SUSAN CULVER Appointed: 2023

DR SUSAN MCCREADY-SHEA Appointed: 2023

ELAINE DAWN PANCHAL Appointed: 2022

HELEN ALLEN Appointed: 2022

KEITH WALTON Appointed: 2020

LESLEY VIVIENNE COOK Appointed: 2022

MR CHRISTOPHER REED Appointed: 2012

NORMA CLAIRE EVANS Appointed: 2022

REV COLIN JOHN HARTLEY Appointed: 2023

REV DAVID FRANK LAVENDER Appointed: 2018, Occupation: Methodist Minister

REV DAVID JAMES ALFORD Appointed: 2020

REV ELIZABETH ANNE DUNNING Appointed: 2021

REV JULIA DAWN SKITT Appointed: 2020

REV JOANNE HEATHER COX-DARLING Appointed: 2020

REV MARGARET HOPE EALES Appointed: 2022

REV NICHOLAS JOHN COLLISON Appointed: 2017

REV RACHEL ELIZABETH PARKINSON MA (Chair) Appointed: 2016

REV STUART JOHN REED BA Appointed: 2023

REV TEDDY SIWILA Appointed: 2018

STELLA DEDE COFIE Appointed: 2022

Legal constitution

Charity registered in England & Wales on 12/03/2010, number: 1134902

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

14 returns made; AR10: 6 days late,

Main office

BECKMINSTER METHODIST CHURCH
BIRCHES BARN ROAD
WOLVERHAMPTON
WV3 7BQ

Objectives

THE PURPOSES OF THE METHODIST CHURCH ARE AND SHALL BE DEEMED TO HAVE BEEN SINCE THE DATE OF UNION THE ADVANCEMENT OF -(A) THE CHRISTIAN FAITH IN ACCORDANCE WITH THE DOCTRINAL STANDARDS AND THE DISCIPLINE OF THE METHODIST CHURCH;(B) ANY CHARITABLE PURPOSE FOR THE TIME BEING OF ANY CONNEXIONAL, DISTRICT, CIRCUIT, LOCAL OR OTHER ORGANISATION OF THE METHODIST CHURCH;(C) ANY CHARITABLE PURPOSE FOR THE TIME BEING OF ANY SOCIETY OR INSTITUTION SUBSIDIARY OR ANCILLARY TO THE METHODIST CHURCH;(D) ANY PURPOSE FOR THE TIME BEING OF ANY CHARITY BEING A CHARITY SUBSIDIARY OR ANCILLARY TO THE METHODIST CHURCH.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources

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