Finance Score: -5

Governance Score: 3

Support Score: 3

Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 1

BCA INDEPENDENT ADVOCACY SERVICES

BCA aims through independent advocacy, to empower people with a learning disability to live their lives as valued, responsible and enriched citizensWe provide a range of advocacy services through one to one work with paid advocates and volunteers, and self advocacy through groups and outreach work.

Analysis by Giving is Great

Positives:

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:

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

Established: 16 years

www.bcaindependentadvocacy.org

bca@keme.co.uk

07974652257

Charity Commission for England and Wales

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	£108	£130	£-22	n/a	n/a	n/a	n/a	n/a	12
31/03/22	£119	£117	£2	n/a	n/a	n/a	n/a	n/a	12
31/03/21	£140	£115	£25	n/a	n/a	n/a	n/a	n/a	13
31/03/20	£111	£154	£-43	n/a	n/a	n/a	n/a	n/a	14
31/03/19	£167	£145	£22	n/a	n/a	n/a	n/a	n/a	13
31/03/18	£113	£139	£-26	£0	£0	£0	n/a	0	0
31/03/17	£157	£186	£-29	£0	£0	£0	n/a	0	0
31/03/16	£258	£266	£-9	£0	£0	£0	n/a	0	0
31/03/15	£284	£282	£1	£0	£0	£0	n/a	0	0
31/03/14	£282	£260	£23	£0	£0	£0	n/a	0	0
31/03/13	£270	£269	£1	£0	£0	£0	n/a	0	0
31/03/12	£272	£262	£10	£0	£0	£0	n/a	0	0
31/03/11	£276	£258	£19	£0	£0	£0	n/a	0	0
31/03/10	£225	£217	£8	£0	£0	£0	n/a	0	0
31/03/09	£356	£205	£151	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

What it does

Disability

Who works here?

12 volunteers

Who it helps

People With Disabilities

How it operates

Provides advocacy/advice/information

Where it operates

Powys,

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
Co-Operative Group - Grant to Brecon People First Group
£1,563	22/10/2022	We would like to host additional art, singing drama and social activities for adults with a learning disability to address social isolation after the Covid pandemic, and enhance wellbeing.
Co-Operative Group - Grant to Brecon People First Group
£2,474	23/10/2021	We would like to support adults with a learning disability in the Brecon area to meet up and discuss issues important to them. This would help maintain and renew social links.
Lloyds Bank Foundation - Grant to BCA Independent Advocacy Services
£55,641	20/03/2018 36	Funding additional hours of a learning disability advocate specialising in housing and accommodation issues to empower individuals with the county of Powys to express their choices and preferences.
Lloyds Bank Foundation - Invest grant to BCA Independent Advocacy Services
£18,547	20/03/2018 12	Continutation grant over one year to BCA Independent Advocacy Services under the Invest funding programme
National Lottery Community Fund - Healthy Lives Project
£249,927	14/03/2018 60	The project will improve the health and wellbeing of people with learning disabilities living in Powys. This will be achieved through a programme of activities that will increase physical and ....more The project will improve the health and wellbeing of people with learning disabilities living in Powys. This will be achieved through a programme of activities that will increase physical and educational opportunities, allowing participants to engage with their environments and, as a result, improve their physical and emotional health whilst forging healthy relationships.
National Lottery Community Fund - Powys People First
£249,835	27/09/2013 36	Powys People First
Lloyds Bank Foundation - Grant to BCA Independent Advocacy Services
£14,000	28/08/2013	This Brecon based charity provides independent advocacy to empower people with a learning disability to live their lives as valued, responsible and enriched citizens.
National Lottery Community Fund - Creating Together
£249,950	28/11/2012 36	The project will develop the skills and confidence of people with learning disabilities through structured activities helping them gain employment, volunteering opportunities and to run their own ....more The project will develop the skills and confidence of people with learning disabilities through structured activities helping them gain employment, volunteering opportunities and to run their own initiatives. Activities will include weekly art and craft workshops in North and South Powys, drop in evening art sessions, taster sessions in two schools in Powys and peer mentoring activities for 15 people.
National Lottery Community Fund - Powys People First
£249,899	28/07/2010 36	The project is to develop the current self advocacy project across Powys. Current and new activities will be developed as a part of the project to support people with learning disabilities. The three ....more The project is to develop the current self advocacy project across Powys. Current and new activities will be developed as a part of the project to support people with learning disabilities. The three year grant will pay for 1 full time and two part time posts, expenses, rent, heat and lighting, training, marketing, professional fees and other costs

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-78

CAROL MARGARET TONGUE Appointed: 2015, Occupation: Deputy Housekeeper

GEOFFREY SYKES Appointed: 2012, Occupation: Retired

MARTIN WEALE (Chair) Appointed: 2014, Occupation: Manager

RICHARD DAVID WALKER Appointed: 2011, Occupation: Retired

REBECCA STEPHENS Appointed: 2018, Occupation: Full Time Parent

REV NEIL RICHARD JONES Appointed: 2015, Occupation: Retired

VIVIENNE MARGARET HOPKINS Appointed: 2021, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 12/04/2008, number: 1123605
Registered at Companies House on 19/02/2008, number: 06509168

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

15 returns made; all on time

Main office

11 LION YARD
BRECON
LD3 7BA

Objectives

TO PROMOTE THE RELIEF OF THE ELDERLY AND THE RELIEF OF PERSONS SUFFERING FROM ILLNESS OR DISABILITY WHETHER MENTAL OR PHYSICAL, PRIMARILY ON POWYS AND THE SURROUNDING AREA WHETHER LIVING IN RESIDENTIAL CARE OR RESIDING INDEPENDENTLY IN THEIR OWN HOMES OR WITH RELATIVES;1 BY ASSISTING SUCH PERSONS TO OBTAIN THEIR FULL RIGHTS AND EXERCISE FULL FREEDOM OF CHOICE;2 BY PROVIDING THEM WITH ADVOCACY SERVICES AND SUPPORT;3 BY PROVIDING ASSISTANCE AND INFORMATION.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE POWYS

Data Sources