Finance Score: -10

Governance Score: -8

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Accounts filed more than 5 days late: -2 times
Volatile income: -3
Fundraising costs high: -5

2 Trustees: -2
Narrow trustee age band: -2
All male board: -3

Grant maker support: +3

Overall GiG Score: -15

THE STOCKPORT ENGINEERING TRAINING ASSOCIATION

-Engineering Skills across a wide occupational range accessible to all learners-Provision of training facilities for Apprentice Training Engineering-Group Services for member companies to enable the development of the workforce through structured training programmes-Health and Safety and Adult Short courses as required by industry

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 2 trustees
The Board is completely male
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently
Fundraising costs are extremely high relative to funds raised

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
31/07/23		£1,544	£1,607	£-63	£614	£1,005	£1,005	7.5	17
31/07/22	*	£1,789	£1,833	£-44	£678	£1,068	£1,068	7	31
31/07/21		£1,695	£1,733	£-39	£627	£956	£956	6.6	32
31/07/20		£1,806	£1,809	£-3	£552	£532	£532	3.5	32
31/07/19	*	£1,940	£2,001	£-60	£747	£535	£494	3	32
31/07/18		£2,047	£2,029	£18	£695	£595	£546	3.2	30
31/07/17		£1,683	£1,697	£-14	£521	£577	£509	3.6	28
31/07/16		£1,779	£1,752	£26	£539	£430	£323	2.2	28
31/07/15		£1,617	£1,556	£61	£684	£404	£302	2.3	30
31/07/14?		£1,542	£1,441	£101	£563	£343	£290	2.4	29
31/08/13		£1,495	£1,471	£24	£570	£242	£197	1.6	28
31/08/12		£1,304	£1,294	£10	£526	£218	£184	1.7	26
31/08/11		£1,279	£1,261	£18	£601	£208	£1	0	24
31/08/10		£968	£1,149	£-181	£687	£522	£336	3.5	23
31/08/09		£1,402	£1,484	£-82	£901	£703	£560	4.5	24
31/08/08		£1,457	£1,404	£53	£837	£785	£682	5.8	22
31/08/07	*	£1,444	£1,553	£-109	£945	£731	£723	5.6	27
31/08/06		£416	£672	£-256	£0	£0	£0	n/a	0
31/08/05	*	£612	£636	£-24	£0	£0	£0	n/a	0
31/08/04		£686	£609	£77	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 78.2%
Fundraising Costs/Total Spending: 38.2%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 43%
Liabilities/Income: 48%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 7.5 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.3

Asset Split ?

Established: 44 years

www.setatraining.com

accounts@setatraining.com

01614809822

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
The General Public/Mankind

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
Stockport MBC - Grant to Stockport Engineering Training & Advisory Services
£480	06/12/2022	Bike rack and equipment to encourage cycling to centre
Department for Education - Apprenticeships Participation 16 - 18
£595,773	01/04/2020	To fund the provision of apprenticeship training.
Department for Education - Apprenticeships Participation 18+
£266,957	01/04/2020	To fund the provision of apprenticeship training.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)

Gender Split

Age Range of Trustees: 78-80

JAMES RAYMOND MOSS Appointed: 1995, Occupation: Safety Health And Environmenta

ROBERT GRAHAM HOWARTH (Chair), Occupation: Mechanical Engineer/Manager

Legal constitution

Charitable company registered in England & Wales on 13/08/1980, number: 510493
Registered at Companies House on 13/08/1980, number: 01512311

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
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

Filing Record

20 returns made; AR22: 57 days late, AR19: 109 days late, AR07: 3 days late, AR05: 4 days late,

Main office

Stockport Eng Training Assoc Ltd
18 Hammond Avenue
Whitehill Industrial Estate
STOCKPORT
Cheshire
SK4 1PQ

Objectives

TO ADVANCE AND PROMOTE THE EDUCATION AND TRAINING OF THE PUBLIC IN THE KNOWLEDGE AND SKILLS REQUISITE FOR EMPLOYMENT IN INDUSTRY AND COMMERCE

Defined Area of Benefit:

NOT DEFINED

Data Sources