Finance Score: 3
Governance Score: 6
Support Score: 12
  • Low unrestricted reserves: -2
  • Strong growth: +2
  • Fundraising costs low: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +12
Overall GiG Score: 21 ?

ENCOMPASS SOUTHWEST 

THE RELIEF OF PERSONS WITHIN DEVON, CORNWALL AND SOMERSET WHO ARE IN CONDITIONS OF HARDSHIP, DISTRESS AND NEED INCLUDING THE RELIEF OF HOMELESSNESS AND ROUGH SLEEPING AND TO REDUCE THE IMPACT OF POVERTY AND FINANCIAL EXCLUSION BY PROVIDING EFFECTIVE CLIENT FOCUSED SERVICES
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • 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 and dynamic in terms of composition

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end
Established: 12 years

www.encompass-sw.org.uk

info@encompass-sw.org.uk

01271371499

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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£1,486£1,379£107£1£429£1951.7274
31/03/22£979£964£15£0£322£2062.6274
31/03/21£891£750£141£0£306£1622.62111
31/03/20£566£545£21£0£165£791.71512
31/03/19£434£381£53n/an/an/an/an/a10
31/03/18£279£331£-52£0£0£0n/a00
31/03/17£306£343£-37£0£0£0n/a00
31/03/16£294£362£-68£0£0£0n/a00
31/03/15£567£544£24£4£248£1062.3220
31/03/14£500£568£-69£0£0£0n/a00
31/03/13£645£352£293£352£293£963.3150

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 46%
Reserves/Spending: 1.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 16
Asset Split ?
Listed activities
  • Accommodation/Housing
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Cornwall, Devon, Dorset, Somerset,
Who it helps
  • The General Public/Mankind
Who works here?
  • 27 employees
  • 4 volunteers

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.

Major supporters in last 5 years
National Lottery Community Fund£231,727
DCMS£140,376
Lloyds Bank Foundation£85,250
Devon Community Foundation£51,675
Ministry for Housing, Communities and Local Government£18,000
Specific Donations
Amount When
Months
To be used for
Lloyds Bank Foundation - One off gift towards cost of living crisis to Encompass Southwest
£2,250 14/12/2022
One off gift to support with the cost of living crisis
National Lottery Community Fund - Encompass Advice Centre
£8,000 11/11/2022
The funding will be used to provide various support and advice services including to vulnerable people living in the rural area of North Devon. The project aims to provide a warm comfortable space ....more
Devon Community Foundation - Youth Housing First
£40,000 27/09/2022
Funding of a part time youth housing support worker who will provide intensive support to young people
National Lottery Community Fund - High Flow - Whole Person Whole System
£214,110 24/03/2022
The project is using funding to provide support for people who experience multiple disadvantages and complex needs in North Devon and Torridge and bring about systems change across key services in ....more
Lloyds Bank Foundation - Grant to Encompass Southwest
£50,000 29/07/2021
24
Unrestricted grant over two years towards the core costs of Encompass Southwest
Devon Community Foundation - COVID19 Advice and Support’
£10,000 30/09/2020
Grant to Encompass Southwest
Lloyds Bank Foundation - Grant to Encompass Southwest
£33,000 21/05/2020
12
One year core funding to support Encompass Southwest to sustain their work to support work addressing Homeless and Vulnerably Housed Complex Social Issue (CSI) during COVID19
Devon Community Foundation - COVID19 Encompass Response project
£1,675 12/05/2020
Grant to Encompass Southwest
Ministry for Housing, Communities and Local Government - MHCLG Homelessness Fund
£18,000 07/05/2020
Organisations supporting homelessness
DCMS - Tampon Tax Fund - Ending Women's Homelessness
£93,584 02/10/2019
The Women First project is a new partnership between Encompass Southwest (ESW), North Devon Against Domestic Abuse (NDADA) and MIND, which has been co-designed with the support of female service ....more
DCMS - Tampon Tax Fund - Ending Women's Homelessness
£46,792 02/10/2019
The Women First project is a new partnership between Encompass Southwest (ESW), North Devon Against Domestic Abuse (NDADA) and MIND, which has been co-designed with the support of female service ....more
National Lottery Community Fund - Ilfracombe Transform 4 Work
£9,617 26/04/2019
12
The funding will be used to recruit a coordinator who will train and assist peer support volunteers. The project aims to enable people with lived experience to support others with their needs.
Devon Community Foundation - Positive Futures
£56,985 29/08/2018
36
delivering a 3 year intensive and holistic support package for care leavers across North Devon in order to build positive relationships, encourage financial capability and provide access ....more
Devon Community Foundation - Streetwise
£3,548 27/03/2018
12
continuing to provide the homeless peer champion project, using young people to design and produce resources about homelessness for delivery to schools and youth groups, encouraging safety and ....more
Garfield Weston Foundation - Main Grants award
£10,000 09/10/2017
North Devon Rural Outreach
Devon Community Foundation - Streetwise North Devon & Torridge
£4,296 21/03/2017
12
developing homeless peer champions who will design and produce resources about homelessness for delivery to schools and youth groups, encouraging safety and resilience in North Devon and Torridge
Lloyds Bank Foundation - Grant to Encompass Southwest
£67,500 24/11/2016
36
The charity provides a range of housing, homelessness and financial capability services. Funding will contribute to the salaries of core staff.
Tudor Trust - Grant to Encompass Southwest
£90,000 13/02/2014
36
over three years as continuation funding towards outreach money advice and support services in rural Devon
Lloyds Bank Foundation - Grant to Encompass Southwest
£20,000 27/09/2013
The charity works with the homeless across northern Devon. It seeks funding for the office manager. The role will help the homeless to access support and services, enabling them to reduce social ....more
Lloyds Bank Foundation - Grant to Encompass Southwest
£30,000 29/03/2011
the salary (including NI) of an Advice Service Manager and core costs
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 51-77
  • BERYL EVANS (Chair) Appointed: 2011, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 05/01/2012, number: 1145286
  • Registered at Companies House on 08/02/2010, number: 07149873
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Volunteer management
Filing Record
11 returns made; all on time
Main office

Node Co-Work
1 Enterprise Road
Roundswell
BARNSTAPLE
Devon
EX31 3YB

Objectives

THE CHARITY'S OBJECTS ARE SPECIFICALLY RESTRICED TO THE FOLLOWING, THE RELIEF OF PERSONS WITHIN DEVON, CORNWALL, SOMERSET AND DORSET WHO ARE IN CONDITIIONS OF HARDSHIP, DISTRESS AND NEED.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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