HEALTH EXCHANGE — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 31 March 2020
Removed: Not supplied
Company number supplied: 06445689
Financial period: 1 April 2024 – 31 March 2025
Latest income: £8,053,247
Latest expenditure: £7,214,839
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: HEALTH EXCHANGE, AVOCA COURT, 27 MOSELEY ROAD, BIRMINGHAM, B12 0HJ

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

02 Activities

What the charity does

The aim of the organisation is the design and development of health and wellbeing services in a way that will enable individuals and communities to have the capacity and confidence to to achieve better health and wellbeing.

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: 16 December 2025
Date Accounts Received: 16 December 2025
Total Gross Income: £8,053,247
Total Gross Expenditure: £7,214,839

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: 28 March 2025
Date Accounts Received: 28 March 2025
Total Gross Income: £7,611,927
Total Gross Expenditure: £6,792,039

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: £1,263,819
Total Gross Expenditure: £1,347,739

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: 15 December 2022
Date Accounts Received: 15 December 2022
Total Gross Income: £1,258,717
Total Gross Expenditure: £1,325,496

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: 8 March 2022
Date Accounts Received: 8 March 2022
Total Gross Income: £1,467,003
Total Gross Expenditure: £1,413,381

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: 16 December 2025
Total Gross Income: £8,053,247
Total Gross Expenditure: £7,214,839
Grant Making Is Main Activity: No
Count Govt Contracts: 3
Count Govt Grants: £0
Income From Government Contracts: 8053247
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Salary Band 70001 80000: 1
Count Volunteers: 2

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: 28 March 2025
Total Gross Income: £7,611,927
Total Gross Expenditure: £6,792,039
Grant Making Is Main Activity: No
Count Govt Contracts: 3
Count Govt Grants: £0
Income From Government Contracts: 7611927
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 80001 90000: 1
Count Volunteers: 2

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: £1,263,819
Total Gross Expenditure: £1,347,739
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
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: 15 December 2022
Total Gross Income: £1,258,717
Total Gross Expenditure: £1,325,496
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 2
Count Volunteers: 5

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: 8 March 2022
Total Gross Income: £1,467,003
Total Gross Expenditure: £1,413,381
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £98,745
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 5

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: 16 December 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 7970399
Income Investments: 7103
Income Other: 75745
Income Total Income And Endowments: 8053247
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £7,179,476
Expenditure Other: 35363
Expenditure Total: 7214839
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 1263398
Expenditure Depreciation: 8285
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £300,000
Assets Total Fixed: 368104
Assets Own Use: 368104
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £3,392,540
Assets Total Liabilities: £1,055,158
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,705,486
Creditors One Year Total Current: 1055158
Creditors Falling Due After One Year: 0
Assets Cash: £1,651,526
Funds Endowment: 0
Funds Unrestricted: 2337382
Funds Restricted: 368104
Funds Total: 2705486
Count Employees: 55
Consolidated 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: 28 March 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 7608767
Income Investments: 3160
Income Other: 0
Income Total Income And Endowments: 7611927
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £6,755,839
Expenditure Other: 36200
Expenditure Total: 6792039
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 10000
Expenditure Support Costs: 888823
Expenditure Depreciation: 16432
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,867,078
Assets Total Fixed: 375600
Assets Own Use: 375600
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,768,583
Assets Total Liabilities: £1,277,105
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,867,078
Creditors One Year Total Current: 1255034
Creditors Falling Due After One Year: 22071
Assets Cash: £1,016,701
Funds Endowment: 0
Funds Unrestricted: 1867078
Funds Restricted: 0
Funds Total: 1867078
Count Employees: 51
Consolidated 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: 0
Income Other Trading Activities: 0
Income Charitable Activities: 1262956
Income Investments: 863
Income Other: 0
Income Total Income And Endowments: 1263819
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,347,739
Expenditure Other: 0
Expenditure Total: 1347739
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 8000
Expenditure Support Costs: 334254
Expenditure Depreciation: 8378
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £610,042
Assets Total Fixed: 364110
Assets Own Use: 364109
Assets Long Term Investment: 1
Defined Benefit Pension Scheme: 0
Assets Other Assets: £743,915
Assets Total Liabilities: £145,856
Assets Current Investment: 0
Assets Total Assets And Liabilities: £962,169
Creditors One Year Total Current: 145856
Creditors Falling Due After One Year: 0
Assets Cash: £341,884
Funds Endowment: 0
Funds Unrestricted: 962169
Funds Restricted: 0
Funds Total: 962169
Count Employees: 48
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: 15 December 2022
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 1258694
Income Investments: 23
Income Other: 0
Income Total Income And Endowments: 1258717
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,325,496
Expenditure Other: 0
Expenditure Total: 1325496
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 436786
Expenditure Depreciation: 8824
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £669,096
Assets Total Fixed: 381413
Assets Own Use: 364925
Assets Long Term Investment: 16488
Defined Benefit Pension Scheme: 0
Assets Other Assets: £806,834
Assets Total Liabilities: £142,158
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,046,089
Creditors One Year Total Current: 142158
Creditors Falling Due After One Year: 0
Assets Cash: £534,051
Funds Endowment: 0
Funds Unrestricted: 1046089
Funds Restricted: 0
Funds Total: 1046089
Count Employees: 48
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: 8 March 2022
Income Donations And Legacies: 313533
Income Other Trading Activities: 0
Income Charitable Activities: 1152935
Income Investments: 535
Income Other: 0
Income Total Income And Endowments: 1467003
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,413,381
Expenditure Other: 0
Expenditure Total: 1413381
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 9600
Expenditure Support Costs: 423049
Expenditure Depreciation: 10689
Gain Loss Investment: -189366
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £300,000
Assets Total Fixed: 369146
Assets Own Use: 368512
Assets Long Term Investment: 634
Defined Benefit Pension Scheme: 0
Assets Other Assets: £886,110
Assets Total Liabilities: £142,388
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,112,868
Creditors One Year Total Current: 142388
Creditors Falling Due After One Year: 0
Assets Cash: £496,131
Funds Endowment: 0
Funds Unrestricted: 1154519
Funds Restricted: -41651
Funds Total: 1112868
Count Employees: 45
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

08 Official extract

Charity Event History

Charity Name: HEALTH EXCHANGE
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2020-03-31T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 29 OCT 2019
Charitable Objects: 1.1 THE OBJECTS OF THE CHARITY ARE TO PURSUE ANY EXCLUSIVELY CHARITABLE PURPOSE, AS THE TRUSTEES SEE FIT FROM TIME TO TIME FOR THE BENEFIT OF THE PUBLIC, IN PARTICULAR:1.1.1 THE ADVANCEMENT OF HEALTH, INCLUDING PUBLIC HEALTH AND WELL-BEING;1.1.2 TO PROMOTE SOCIAL INCLUSION AMONGST MARGINALISED AND MINORITY GROUPS WHO ARE EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, DUE TO THEIR SOCIAL AND ECONOMIC PROVIDING EDUCATION, TRAINING, INFORMATION AND OPPORTUNITIES FOR SOCIAL INTERACTION;1.1.3 THE PROMOTION OF URBAN REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (IN PARTICULAR, BUT NOT EXCLUSIVELY IN, THE WEST MIDLANDS) BY ALL OR ANY OF THE FOLLOWING MEANS:(A) THE RELIEF OF POVERTY;(B) THE RELIEF OF UNEMPLOYMENT;(C) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE; AND (D) THE PROVISION OF PUBLIC HEALTH FACILITIES. 1.1.4 THE ADVANCEMENT OF EDUCATION, INCLUDING THE PROVISION OF TRAINING, PARTICULARLY IN RELATION TO MATTERS OF HEALTH;1.1.5 TO DEVELOP THE CAPACITY AND SKILLS OF MEMBERS OF THE PUBLIC IN SUCH A WAY AND THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY.

10 Official extract

Charity Policy

Policy Name: Paying staff

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Bullying and harassment policy and procedures