Finance Score: -1

Governance Score: 3

Support Score: 2

Reasonable growth: +1
Multiple Deficits: -2

Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 4

INDEPENDENT OPTIONS (NORTH WEST)

Independent Options seeks to provide innovative ways of supporting children and adults who have disabilities to lead a full and varied life in the community. We provide a variety of services to do this including Community Support, Short Breaks, holidays, Shared Lives and Supported Living.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Financial issues to consider:

On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£4,566	£4,922	£-356	£0	£1,731	£1,725	4.2	170	5
31/03/22		£4,318	£4,356	£-38	£0	£920	£913	2.5	161	0
31/03/21		£4,342	£4,193	£149	£0	£959	£942	2.7	160	8
31/03/20		£3,785	£3,906	£-121	£0	£809	£766	2.4	119	9
31/03/19		£3,290	£3,110	£180	£0	£930	£859	3.3	96	8
31/03/18	*	£3,420	£3,492	£-72	£20	£750	£681	2.3	105	0
31/03/17	*	£3,522	£3,596	£-74	£32	£822	£742	2.5	121	0
31/03/16		£3,427	£3,473	£-46	£28	£896	£818	2.8	122	0
31/03/15		£3,516	£3,520	£-4	£84	£942	£873	3	131	0
31/03/14		£3,091	£3,074	£17	£63	£945	£73	0.3	78	0
31/03/13		£2,954	£2,877	£77	£58	£928	£847	3.5	80	0
31/03/12		£2,707	£2,746	£-39	£76	£851	£767	3.4	68	0
31/03/11		£2,469	£2,429	£40	£72	£890	£790	3.9	69	0
31/03/10		£2,415	£2,269	£145	£75	£850	£765	4	58	0
31/03/09		£2,233	£2,174	£58	£69	£705	£635	3.5	58	0
31/03/08		£2,022	£2,113	£-91	£74	£597	£536	3	28	0
31/03/07		£2,079	£2,025	£55	£68	£688	£606	3.6	28	0
31/03/06		£1,836	£1,828	£8	£0	£0	£0	n/a	0	0
31/03/05		£1,628	£1,549	£79	£0	£0	£0	n/a	0	0
31/03/04	*	£1,507	£1,367	£140	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 42%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 4.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1

Asset Split ?

Established: 31 years
(33 years as a company)

www.independentoptions.org.uk

info@ionw.org

01614566502

Charity Commission for England and Wales

Listed activities

Disability

GiG Classification

Other welfare services

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cheshire East, Derbyshire, Stockport, Tameside,

Who it helps

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Inclusive Day Sessions for all
£7,655	16/09/2022	The funding will be used to provide social and fun activities for people of all ages with a disability or complex health needs. The project aims to give families and carers in the community a safe ....more The funding will be used to provide social and fun activities for people of all ages with a disability or complex health needs. The project aims to give families and carers in the community a safe and non-judgmental environment to support each other.
Stockport MBC - Grant to Independent Options
£232	01/02/2021	Families movie night.
Woodward Charitable Trust - A music therapy club
£750	02/04/2019	Towards a music therapy club.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-86

ANTHONY ROACH Appointed: 2019, Occupation: It Programme Manager

CATHERINE RAMSDEN Appointed: 2022, Occupation: Volunteer Trustee

ERIC RICHARD STELFOX Appointed: 2014, Occupation: Retired

NIALL WILSON Appointed: 2019, Occupation: Clinical & Educational Psychologist

PAULINE WHITE Appointed: 1999, Occupation: Retired, Other trusteeship: NORTH EAST CHESHIRE SOCIETY - GLENGARTH,

Legal constitution

Charitable company registered in England & Wales on 17/06/1993, number: 1022680
Registered at Companies House on 21/11/1990, number: 02560910

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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; AR18: 1 days late, AR17: 0 days late, AR04: 2 days late,

Recent reorganisation events:

Asset transfer in from NORWOOD TRUST LIMITED on 29/04/2021

Main office

Independent Options North West
Marbury House
Marbury Road
STOCKPORT
Cheshire
SK4 5NL

Objectives

TO RELIEVE THE NEED OF CHILDREN AND ADULTS WHO HAVE A RECOGNISED DISABILITY BY THE PROVISION OF A RANGE OF COMMUNITY CARE SERVICES FOR CHILDREN AND ADULTS AND BY THE PROVISION OF TRAINING FOR OTHER ORGANISATIONS TO PROVIDE SIMILAR SERVICES.

Defined Area of Benefit:

NOT DEFINED

Data Sources