CCEW Charity Commission profile

INDEPENDENT OPTIONS (NORTH WEST)

Registered charity 1022680 · organisation 1022680

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received Late
Charity type
Charitable company
Registered
17 June 1993
Removed
Not supplied
Company number supplied
02560910
Financial period
1 April 2024 – 31 March 2025
Latest income
£5,440,861
Latest expenditure
£5,323,537
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Independent Options North West, Marbury House, Marbury Road, STOCKPORT, Cheshire, SK4 5NL

Website recorded by the regulator: www.independentoptions.org.uk (displayed as text)

02 Activities

What the charity does

Independent Options seeks to provide innovative ways of supporting children and adults who have disabilities to lead a full and varied life in the community. We provide a variety of services to do this including Community Support, Short Breaks, holidays and Shared Lives and.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
12 May 2026
Date Accounts Received
12 May 2026
Total Gross Income
£5,440,861
Total Gross Expenditure
£5,323,537
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
27 January 2025
Date Accounts Received
27 January 2025
Total Gross Income
£5,088,795
Total Gross Expenditure
£5,460,758
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
31 January 2024
Date Accounts Received
31 January 2024
Total Gross Income
£4,566,141
Total Gross Expenditure
£4,922,331
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
31 January 2023
Date Accounts Received
31 January 2023
Total Gross Income
£4,317,513
Total Gross Expenditure
£4,355,804
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
31 January 2022
Date Accounts Received
31 January 2022
Total Gross Income
£4,342,168
Total Gross Expenditure
£4,192,870

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
12 May 2026
Total Gross Income
£5,440,861
Total Gross Expenditure
£5,323,537
Grant Making Is Main Activity
No
Count Govt Contracts
2
Count Govt Grants
£0
Income From Government Contracts
5412760
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
2
Count Volunteers
3
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
27 January 2025
Total Gross Income
£5,088,795
Total Gross Expenditure
£5,460,758
Grant Making Is Main Activity
No
Count Govt Contracts
68
Count Govt Grants
£0
Income From Government Contracts
5011397
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
5
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
31 January 2024
Total Gross Income
£4,566,141
Total Gross Expenditure
£4,922,331
Grant Making Is Main Activity
No
Count Govt Contracts
74
Count Govt Grants
£1
Income From Government Contracts
4038560
Income From Government Grants
£7,655
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
5
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
31 January 2023
Total Gross Income
£4,317,513
Total Gross Expenditure
£4,355,804
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
79
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Contracts
4303569
Income From Government Grants
£232
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
31 January 2022
Total Gross Income
£4,342,168
Total Gross Expenditure
£4,192,870
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
52
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£14
Income From Government Contracts
4124446
Income From Government Grants
£95,732
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
8

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
12 May 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
5438712
Income Investments
0
Income Other
2149
Income Total Income And Endowments
5440861
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£5,323,537
Expenditure Other
0
Expenditure Total
5323537
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
1087963
Expenditure Depreciation
40394
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£820,326
Assets Total Fixed
846253
Assets Own Use
846253
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,808,394
Assets Total Liabilities
£1,828,568
Assets Current Investment
0
Assets Total Assets And Liabilities
£826,079
Creditors One Year Total Current
1828568
Creditors Falling Due After One Year
0
Assets Cash
£995,288
Funds Endowment
0
Funds Unrestricted
820326
Funds Restricted
5753
Funds Total
826079
Count Employees
183
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
27 January 2025
Income Donations And Legacies
0
Income Other Trading Activities
11621
Income Charitable Activities
5077174
Income Investments
0
Income Other
0
Income Total Income And Endowments
5088795
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£0
Expenditure Other
5460758
Expenditure Total
5460758
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
40676
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£708,755
Assets Total Fixed
868088
Assets Own Use
868088
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,424,334
Assets Total Liabilities
£1,583,667
Assets Current Investment
0
Assets Total Assets And Liabilities
£708,755
Creditors One Year Total Current
1583667
Creditors Falling Due After One Year
0
Assets Cash
£995,288
Funds Endowment
0
Funds Unrestricted
703002
Funds Restricted
5753
Funds Total
708755
Count Employees
203
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
31 January 2024
Income Donations And Legacies
10522
Income Other Trading Activities
15009
Income Charitable Activities
4473454
Income Investments
0
Income Other
67156
Income Total Income And Endowments
4566141
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£4,922,331
Expenditure Other
0
Expenditure Total
4922331
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
2983
Expenditure Support Costs
2983
Expenditure Depreciation
36282
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
1166635
Gain Loss Other
0
Reserves
£1,730,718
Assets Total Fixed
1348612
Assets Own Use
1348612
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,656,984
Assets Total Liabilities
£1,274,878
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,730,718
Creditors One Year Total Current
1274878
Creditors Falling Due After One Year
0
Assets Cash
£1,219,404
Funds Endowment
0
Funds Unrestricted
1724965
Funds Restricted
5753
Funds Total
1730718
Count Employees
170
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
31 January 2023
Income Donations And Legacies
13920
Income Other Trading Activities
0
Income Charitable Activities
4303569
Income Investments
24
Income Other
0
Income Total Income And Endowments
4317513
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£216
Expenditure Charitable Expenditure
£4,355,588
Expenditure Other
0
Expenditure Total
4355804
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
54636
Expenditure Support Costs
668559
Expenditure Depreciation
40225
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£6,847
Assets Total Fixed
558225
Assets Own Use
558225
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,479,649
Assets Total Liabilities
£1,117,601
Assets Current Investment
0
Assets Total Assets And Liabilities
£920,273
Creditors One Year Total Current
965517
Creditors Falling Due After One Year
152084
Assets Cash
£906,944
Funds Endowment
0
Funds Unrestricted
912582
Funds Restricted
7691
Funds Total
920273
Count Employees
161
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
31 January 2022
Income Donations And Legacies
191118
Income Other Trading Activities
0
Income Charitable Activities
4150958
Income Investments
92
Income Other
0
Income Total Income And Endowments
4342168
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£216
Expenditure Charitable Expenditure
£4,192,654
Expenditure Other
0
Expenditure Total
4192870
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
49987
Expenditure Support Costs
662269
Expenditure Depreciation
43392
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£45,138
Assets Total Fixed
584347
Assets Own Use
584347
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,484,421
Assets Total Liabilities
£1,110,204
Assets Current Investment
0
Assets Total Assets And Liabilities
£958,564
Creditors One Year Total Current
930070
Creditors Falling Due After One Year
180134
Assets Cash
£965,073
Funds Endowment
0
Funds Unrestricted
942353
Funds Restricted
16211
Funds Total
958564
Count Employees
160
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Tameside
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater Manchester
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Stockport
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater Manchester
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Derbyshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Cheshire East
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities

08 Official extract

Charity Event History

Charity Name
INDEPENDENT OPTIONS (NORTH WEST)
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1993-06-17T00:00:00
Charity Name
INDEPENDENT OPTIONS (NORTH WEST)
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2021-04-29T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
700188
Assoc Registered Charity Number
700188
Assoc Charity Name
NORWOOD TRUST LIMITED

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 21/11/1990AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 01/04/1997AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/11/1996AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/11/2000AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29/01/2004AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/07/2009AS AMENDED BY SPECIAL RESOLUTION(S) DATED 25/01/2011AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 22/02/2011
Charitable Objects
TO RELIEVE THE NEED OF CHILDREN AND ADULTS WHO HAVE A RECOGNISED DISABILITY BY THE PROVISION OF A RANGE OF COMMUNITY CARE SERVICES FOR CHILDREN AND ADULTS AND BY THE PROVISION OF TRAINING FOR OTHER ORGANISATIONS TO PROVIDE SIMILAR SERVICES.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
95420
Charity Name Type
Previous name
Charity Name
INDEPENDENT OPTIONS (STOCKPORT) LTD
Charity Name Id
95407
Charity Name Type
Working name
Charity Name
INDEPENDENT OPTIONS
Charity Name Id
95451
Charity Name Type
Previous name
Charity Name
PINES (1990) LIMITED

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

12 Official extract

Charity Policy

Policy Name
Serious incident reporting policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Risk management
Policy Name
Internal risk management policy and procedures
Policy Name
Conflicting interests
Policy Name
Investment
Policy Name
Complaints handling
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Paying staff
Policy Name
Social media policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Volunteer management
Policy Name
Bullying and harassment policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Internal charity financial controls policy and procedures