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Welcome to the Charitex Rating
The best way to show your charity is a good investment.
43
Questions
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1
Your Name
First Name
Last Name
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2
Your Role in the Organisation
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3
Your Email
example@example.com
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4
Charity Name
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5
Charity Number
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6
What was your income for your last full financial year?
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7
What was your expenditure for your last full financial year?
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8
Y1 calculation
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9
What was your income for your the full financial year 2 years ago?
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10
What was your expenditure for your the full financial year 2 years ago?
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11
Y2 Calculation
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12
What was your income for your the full financial year 3 years ago?
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13
What was your expenditure for your the full financial year 3 years ago?
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14
Y3 Calculation
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15
Calc - overall surplus/loss
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16
Calc - overall expenditure
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17
FINAL Calc - overall percentage surplus or loss
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18
F1 - Charitex contribution
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19
In the last financial year, what was your combined income from your biggest funder?
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20
F2 Calculation
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21
F2 - Charitex score
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22
How much of your funding has less than a year to run?
Add all current funding streams together that have less than a year to run
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23
How much cash is in your reserves?
Include both restricted and unrestricted for your combined total
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24
F3 - Calculation part 1 of 2
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25
F3 - Calculation part 2 of 2
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26
F3 - Charitex score
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27
F4 - Calculation
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28
F4 - Charitex score
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29
FINANCE CHARITEX SCORE
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30
The organisation has a strategy which is available on its website
YES
NO
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31
S1 - Calculation
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32
Progress against the strategy can be objectively measured, with defined measures of success
YES
NO
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33
S2 - Calculation
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34
Assumptions underpinning the strategy are documented
YES
NO
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35
S3 - Calculation
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36
Assumptions are regularly reviewed
YES
NO
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37
S4 - Calculation
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38
placeholder - social value 1 of 2
YES
NO
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39
placeholder - social value 2 of 2
YES
NO
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40
STRATEGY CHARITEX SCORE
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41
You know what percentage of service users would recommend your service to a friend
YES
NO
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42
What percentage of service users would recommend your service to a friend?
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43
O1a - Calculation
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44
O1a - Charitex Score
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45
You know what percentage of service users say they got the outcome they needed from your service
YES
NO
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46
What percentage of service users say they got the outcome they needed from your service?
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47
O1b - Calculation
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48
O1b - Charitex Score
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49
How many employees did you have exactly 12 months ago?
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50
Of the number of employees who were with you 12 months ago, how many of them are still with you?
Don't count anyone who has started during the 12 month window. Insert the actual number, don't calculate the percentage
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51
How many employees have left in the past 12 months?
It doesn't matter the reason, or when they started or left. This is just the overall number of leavers during the past 12 months.
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52
O3 - Calculation
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53
O2 - Calculation
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54
O3 - Charitex Score
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55
O2 - Charitex Score
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56
You have a permanent CEO in place
YES
NO
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57
O4 - Charitex Score
Over 88 is full marks, then it goes 80,
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58
You average between 8 and 16% on its overheads and project management costs when managing projects
YES
NO
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59
O5 - Charitex Score
Over 88 is full marks, then it goes 80,
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60
OPERATIONS CHARITEX SCORE
Over 88 is full marks, then it goes 80,
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61
There is a Chair and Treasurer in place and they are different people
YES
NO
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62
G1 - Calculation
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63
There is a financial control policy in place which dictates who signs off what spend depending on the amount
YES
NO
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64
G2 - Calculation
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65
Two different people authorise spend over 1% of the organisation's turnover
YES
NO
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66
G3 - Calculation
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67
Funder representatives are a minority on the Board
YES
NO
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68
G4 - Calculation
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69
Accounts have been submitted on time every year for the past 3 years
YES
NO
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70
G5 - Calculation
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71
The board, or audit committee, meets the auditors without paid staff present at least once a year.
YES
NO
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72
G6 - Calculation
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73
The accounts have been independently audited or externally examinated
YES
NO
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74
G7 - Calculation
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75
There are 5 or more Trustees on the Board
YES
NO
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76
G8 - Calculation
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77
Trustees have terms of service and a limit to how long they can be on the Board.
YES
NO
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78
G9 - Calculation
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79
There is an up to date register of interests which is reviewed at least annually
YES
NO
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80
G10 - Calculation
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81
The Board is aware of its top 3 risks and their likelihood, and describes the charity’s approach to risk in its annual report and in line with regulatory requirements.
YES
NO
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82
G11 - Calculation
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83
The organisation has a safeguarding policy in place
YES
NO
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84
G12 - Calculation
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85
The organisation hasn’t been warned on GDPR/ data protection by the ICO or has not had an investigation upheld by the charity commission in the past 3 years
YES
NO
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86
G13 - Calculation
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87
Cyber essentials, or cyber essentials plus is in place.
YES
NO
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88
G14 - Calculation
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89
The Board has had an external, independent evaluation of its effectiveness in the past 3 years
YES
NO
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90
G15 - Calculation
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91
The organisation has public liability insurance in place (any others?)
YES
NO
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92
G16 - Calculation
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93
GOVERNANCE TOTAL
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94
CHARITEX FINAL TOTAL
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95
CHARITEX RATING CONVERTED
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Charitex Score
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