Finance Score: 0

Governance Score: 6

Support Score: 3

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

Gov Income
Overall weighted support: +3

Overall GiG Score: 9

THE MEDICALERT FOUNDATION

The MedicAlert Foundation provides a life-saving, emergency identification system for individuals with hidden medical conditions and allergies. Each Member receives a bracelet, necklace or watch that is engraved with the wearers main medical condition(s), an ID number and a 24 hour emergency telephone number that can access their details from anywhere in the world in over 100 languages.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

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
31/12/23		£1,419	£1,466	£-47	£0	£1,547	£1,531	12.5	13	0
31/12/22		£1,374	£1,156	£218	£0	£1,594	£1,593	16.5	17	0
31/12/21		£1,329	£1,086	£243	£0	£1,376	£1,364	15.1	18	0
31/12/20		£1,450	£1,062	£388	£0	£1,299	£1,281	14.5	18	0
31/12/19		£1,422	£1,236	£186	£0	£912	£900	8.7	22	0
31/12/18		£1,476	£1,307	£169	£0	£725	£711	6.5	23	0
31/12/17		£1,610	£1,470	£140	£0	£556	£556	4.5	21	0
31/12/16		£1,764	£1,977	£-213	£0	£417	£387	2.3	27	0
31/12/15		£1,832	£1,814	£18	£276	£630	£597	3.9	25	0
31/12/14		£1,798	£1,748	£50	£188	£612	£581	4	24	0
31/12/13		£1,796	£1,718	£78	£129	£562	£490	3.4	24	0
31/12/12	*	£1,477	£2,187	£-710	£161	£484	£420	2.3	37	0
31/12/11		£1,990	£2,215	£-225	£75	£1,021	£957	5.2	30	0
31/12/10		£2,199	£2,282	£-82	£62	£1,246	£1,145	6	47	0
31/12/09	*	£2,328	£2,332	£-4	£46	£1,316	£1,191	6.1	52	0
31/12/08		£2,305	£2,294	£11	£48	£1,319	£1,170	6.1	53	0
31/12/07		£2,278	£2,284	£-7	£83	£1,381	£1,244	6.5	55	0
31/12/06		£2,253	£2,243	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£2,032	£2,071	£-39	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£2,003	£1,879	£124	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 18%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 12.5 months
Net Current Assets/Spending: 12 months
Quick Ratio: 5.2

Asset Split ?

Balance Sheet History

Established: 29 years
(60 years as a company)

www.medicalert.org.uk

info@medicalert.org.uk

01908951044

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Provides financial or material assistance

How it operates

Provides services

Where it operates

Ireland, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-64

DAVID CHURCHILL Appointed: 2021, Occupation: Consulting Partner

IAN FLEMING (Chair) Appointed: 2021, Occupation: Chief Revenue Officer

JOHN TENNENT Appointed: 2021, Occupation: Managing Director

MARIA FINN Appointed: 2021, Occupation: Consultant In Emergency Medicine

MICHAEL JOHN BRADFIELD Appointed: 2023, Occupation: Paramedic

NICK BURBIDGE Appointed: 2021, Occupation: Marketing

ROMA GRANT Appointed: 2023, Occupation: Governance Professional

Legal constitution

Charitable company registered in England & Wales on 15/09/1995, number: 233705
Registered at Companies House on 28/07/1964, number: 00814000

Gift Aid

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

20 returns made; AR12: 111 days late, AR09: 10 days late,

Main office

The Medicalert Foundation
Suite 1
Liscombe South
Liscombe Park
Soulbury
LEIGHTON

Objectives

THE RELIEF OF SICKNESS INCLUDING (WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) BY COMMUNICATING PERSONAL AND MEDICAL INFORMATION ON BEHALF OF ITS MEMBERS TO MEDICAL AND EMERGENCY PROFESSIONALS AND BY PROVIDING A MEANS WHEREBY ITS MEMBERS MAY BE IDENTIFIED AS THOSE TO WHOM SUCH INFORMATION HELD BY IT RELATES FOR THE BENEFIT OF THE GENERAL PUBLIC AND TO SAVE AND PROTECT LIVES

Defined Area of Benefit:

NATIONAL