Finance Score: -5

Governance Score: -1

Support Score: 1

Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1

Overall weighted support: +1

Overall GiG Score: -5

EXERCISE REHABILITATION ASSOCIATION LIMITED

The rehabilitation of people diagnosed with cardiac disease and associated conditions. The promotion of the prevention of heart disease, in particular by exercise.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 4 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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	£428	£492	£-65	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£415	£513	£-98	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£606	£522	£84	£0	£272	£272	6.3	31	90
31/03/20	£563	£587	£-24	£0	£187	£187	3.8	32	100
31/03/19	£557	£607	£-51	£0	£212	£212	4.2	27	100
31/03/18	£581	£545	£36	£0	£262	£262	5.8	27	0
31/03/17	£565	£514	£51	£0	£226	£226	5.3	26	0
31/03/16	£557	£493	£64	£0	£175	£175	4.3	25	0
31/03/15	£510	£500	£10	£5	£111	£111	2.7	23	0
31/03/14	£650	£603	£48	£117	£106	£106	2.1	23	0
31/03/13	£591	£612	£-21	£113	£58	£58	1.1	21	0
31/03/12	£623	£631	£-8	£98	£79	£79	1.5	21	0
31/03/11	£551	£538	£13	£3	£55	£55	1.2	22	0
31/03/10	£499	£522	£-23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	£504	£488	£16	£1	£94	£94	2.3	26	0
31/03/08	£479	£495	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	£476	£503	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	£454	£472	£-18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£418	£445	£-26	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£422	£420	£1	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 38 years

www.actionheart.com

russtipson@actionheart.com

01384292233

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Walsall, Wolverhampton,

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
DCMS - Coronavirus Community Support Fund
£10,000	09/09/2020	"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 "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 operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 54-80

DR LESLEY DORIAN DUGMORE, Occupation: Exercise Physiologist

PETER OWEN Appointed: 2011, Occupation: Accountant

RUSSELL JAMES TIPSON Appointed: 1991, Occupation: Exercise Physiologist

RICHARD JONATHAN ENNIS Appointed: 2005, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 10/03/1987, number: 518586
Registered at Companies House on 31/07/1986, number: 02042583

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

5 BAIRD HOUSE
DUDLEY INNOVATION CENTRE
SECOND AVENUE
PENSNETT TRADING ESTATE
KINGSWINFORD
WEST MID

Objectives

THE COMPANY'S OBJECTS ARE:- (1) THE ADVANCEMENT OF THE CARE OF CARDIAC DISEASE PATIENTS IN PARTICULAR BY THE REHABILITATION EXERCISE PROGRAMME CURRENTLY BEING HELD AT THE RUSSELLS HALL HOSPITAL, DUDLEY, WEST MIDLANDS. (2) THE PROVISION OF EQUIPMENT, PREMISES, AND MONIES TO ASSIST HOSPITALS IN THE DUDLEY AREA AND ELSEWHERE IN THE REHABILITATION OF CARDIAC DISEASE PATIENTS. (3) THE PROMOTION AND ASSISTANCE OF RESEARCH INTO CARDIO- RESPIRATORY DISEASES, AND THE TREATMENT THEREOF IN PARTICULAR BY EXERCISE. (FOR FURTHER DETAILS PLEASE SEE CLAUSE 3(A) 4 TO 6 OF AMENDING RESOLUTION).

Defined Area of Benefit:

THE DUDLEY AREA THE WEST MIDLANDS AND ELSEWHERE

Data Sources

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