Finance Score: 0

Governance Score: 3

Support Score: 5

Good reserves management: +3
Volatile income: -3

Dynamic board: +3

Grant maker support: +5

Overall GiG Score: 8

SURREY COMMUNITY ACTION

Resourcing voluntary and community action through access to advice, training, funding and advocacy.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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
The Board appears to be dynamic in terms of composition

Financial issues to consider:

Income has been volatile recently

Established: 28 years

www.surreyca.org.uk

info@surreyca.org.uk

01483447132

Charity Commission for England and Wales

Tweets

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		£588	£554	£34	£0	£355	£243	5.3	14	0
31/03/22		£540	£515	£25	£0	£321	£229	5.3	14	0
31/03/21		£699	£653	£45	£0	£296	£211	3.9	17	0
31/03/20		£743	£712	£31	£0	£251	£204	3.4	18	1
31/03/19		£755	£770	£-15	£0	£219	£205	3.2	17	1
31/03/18	*	£666	£718	£-51	£0	£234	£233	3.9	16	0
31/03/17		£532	£574	£-42	£0	£285	£274	5.7	11	0
31/03/16		£771	£809	£-39	£0	£327	£312	4.6	10	0
31/03/15		£2,265	£2,327	£-62	£10	£366	£326	1.7	14	0
31/03/14		£873	£1,073	£-199	£10	£427	£362	4.1	16	0
31/03/13		£1,525	£1,596	£-71	£13	£627	£399	3	15	0
31/03/12		£1,797	£2,017	£-220	£11	£697	£396	2.4	20	0
31/03/11		£1,719	£1,730	£-12	£9	£918	£519	3.6	21	0
31/03/10		£4,023	£3,797	£226	£10	£929	£529	1.7	30	0
31/03/09	*	£2,004	£1,900	£103	£15	£704	£380	2.4	35	0
31/03/08	*	£1,522	£1,619	£-97	£24	£600	£334	2.5	225	0
31/03/07		£1,676	£1,716	£-40	£19	£699	£416	2.9	21	0
31/03/06		£1,813	£1,750	£63	£0	£0	£0	n/a	0	0
31/03/05		£1,523	£1,386	£137	£0	£0	£0	n/a	0	0
31/03/04		£1,383	£1,316	£67	£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: 14%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 50%
Liabilities/Income: 61%
Unrestricted Funds/Total Funds: 68%
Reserves/Spending: 5.3 months
Net Current Assets/Spending: 7 months
Quick Ratio: 1.7

Asset Split ?

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Surrey,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who works here?

14 employees

Who's supporting 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
Community Foundation for Surrey - Asylum Seeker Community Development Project
£10,000	01/11/2022	Funding to support asylum-seekers in crisis via a Asylum Seeker Community Development Project
Community Foundation for Surrey - Warmth Matters
£7,725	05/04/2022	Funding for advice and support sessions for an charity offering practical help with finances and winter poverty.
Community Foundation for Surrey - COVID19 - Infrastructure Support
£5,000	29/04/2020	Funding towards core costs for a charity coordinating the VCF sector in Surrey amid the COVID-19 pandemic
National Lottery Community Fund - Money Matters
£50,000	24/03/2020 24	The funding will be used to take this project out into the community to reach more people in an every-day community setting. Money Matters offers practical sessions that make day to day budgeting ....more The funding will be used to take this project out into the community to reach more people in an every-day community setting. Money Matters offers practical sessions that make day to day budgeting easier to understand and provides advice on how to make personal and family finances go further and avoid scams. With funding, SCA will extend current staff hours to run the pop-up Cafe, and employ a support staff member to help. In addition, they will purchase equipment for the Café.
Community Foundation for Surrey - Grant to Surrey Community Action
£4,754	01/05/2019 11	Support for projects at the Lower Green Community Centre
Henry Smith Charity - Grant to Surrey Community Action
£20,000	12/12/2018 24	towards two years' running costs of the 'Advice on the Run' project, supporting people in Surrey on low incomes with advice to make their homes more economically secure
National Lottery Community Fund - CIO Transfer Project
£10,000	27/03/2018 12	This project will provide training and support to community organisations to help equip them with the skills and knowledge to establish themselves as a developed community organisation.
Community Foundation for Surrey - Advice on the Run
£4,500	19/10/2017 11	Expansion of a Community Buildings and fuel poverty advice service into a broader advice service.
Community Foundation for Surrey - SURREY TOGETHER IN A CRISIS
£3,000	09/03/2017 1	To provide community resilience training and workshops.
National Lottery Community Fund - Working together to deliver greater social value for Enterprise M3
£10,000	03/10/2014 9	Not Available
National Lottery Community Fund - Meeting Inclusivity
£10,000	25/02/2010 12	This group based in Surrey supports charities in the area by operating a low-cost resource centre with meeting rooms and facilities, for use by charities and community groups. They will use an award ....more This group based in Surrey supports charities in the area by operating a low-cost resource centre with meeting rooms and facilities, for use by charities and community groups. They will use an award to improve the facilities for those with hearing or visual impairments by installing hearing loops, large lettered signage and a fixed projector.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 51-79

ALISON KEELEY Appointed: 2022, Occupation: Trustee

CHRISTOPHER RICHARD STANTON Appointed: 2017, Occupation: Rural Economy Officer

JAN ROGERS Appointed: 2021, Occupation: Consultant

JOHN SKIVINGTON Appointed: 2021, Occupation: Company Director

KEITH MCPHERSON (Chair) Appointed: 2011, Occupation: Managing Director

MICHAEL CHARLES CANNON Appointed: 2011, Occupation: Trustee

ROGER TAYLOR Appointed: 2007, Occupation: Solicitor, Other trusteeship: WONERSH VILLAGE FOUNDATION CIO,

Legal constitution

Charitable company registered in England & Wales on 02/07/1996, number: 1056527
Registered at Companies House on 23/05/1996, number: 03203003

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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; AR18: 1 days late, AR09: 14 days late, AR08: 0 days late,

Main office

Surrey Community Action
Astolat
Coniers Way
Guildford
GU4 7HL

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSE PRIMARILY FOR THE BENEFIT OF THE INHABITANTS OF THE COUNTY OF SURREY AND SUCH OTHER CHARITABLE WORK IN OTHER GEOGRAPHICAL AREAS WITHIN THE UNITED KINGDOM WHICH ASSIST THE WORK OF STATUTORY AND VOLUNTARY ORGANISATIONS ENGAGED IN ADVANCING EDUCATION, FURTHERING HEALTH, RELIEVING POVERTY DISTRESS OR SICKNESS, PROMOTING EQUALITY AND DIVERSITY, IMPROVING SKILLS OR ANY OTHER CHARITABLE PURPOSE.4.2 TO PROMOTE AND ORGANISE CO-OPERATION IN THE ACHIEVEMENT OF THE CHARITABLE PURPOSES BY WORKING WITH CHARITIES AUTHORITIES AND ORGANISATIONS.

Defined Area of Benefit:

PRIMARILY SURREY

Data Sources