CASE MANAGEMENT SOCIETY UK

Charity number: 1112933
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

CMSUK is committed to the delivery of quality case management through standards of best practice while promoting the individual and collective development of case management throughout the UK. Taken collectively, the services offered by a professional Case Manager should enhance the quality of life for clients while potentially reducing the total overall cost of disability.

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £290,014
Total expenditure: £201,387

People

10 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 06 February 2006: Standard registration
Organisation type:
Charitable company
Other names:
  • CASE MANAGEMENT SOCIETY UK ("CMSUK") (Working name)
Company number:
04245633 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rhiannon Seaford-Jones Chair 17 April 2024
None on record
Julie Anne Fulford Trustee 11 November 2025
None on record
Jetinder Garcha Trustee 11 November 2025
None on record
Natalija Jeneva Trustee 11 November 2025
None on record
Jackie Angela Chappel Trustee 11 November 2025
None on record
Dr Joanna Fletcher-Smith Trustee 12 November 2024
None on record
Stephanie Fleet Trustee 12 November 2024
None on record
Angela Wicks Trustee 17 April 2024
None on record
TERESA SHAW Trustee 17 May 2023
None on record
Lisa Brown Trustee 26 November 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £166.49k £107.63k £170.76k £218.10k £290.01k
Total expenditure £205.05k £85.10k £92.81k £144.32k £201.39k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 July 2024 20 May 2025 On time
Accounts and TAR 31 July 2024 20 May 2025 On time Download Open in new window
Annual return 31 July 2023 29 May 2024 On time
Accounts and TAR 31 July 2023 29 May 2024 On time Download Open in new window
Annual return 31 July 2022 01 June 2023 1 days late
Accounts and TAR 31 July 2022 01 June 2023 1 days late Download Open in new window
Annual return 31 July 2021 06 September 2022 98 days late
Accounts and TAR 31 July 2021 06 September 2022 98 days late Download Open in new window
Annual return 31 July 2020 19 May 2021 On time
Accounts and TAR 31 July 2020 19 May 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 3 JULY 2001 AS AMENDED BY SPECIAL RESOLUTION DATED 21 OCTOBER 2002 AND 14 NOVEMBER 2005 as amended on 17 May 2023 as amended on 17 May 2023

Charitable objects

The Objects of the Charity are, for the public benefit to promote and protect the health and wellbeing of the public and relieve those in need by reason of ill-health, disability or other disadvantage by: - providing, organising and promoting the education and training of case managers and those wishing to be engaged as case managers; - conducting, organising and promoting research into the science and practice of case management, with the intention that such research should be made available to the general public; - promoting and supporting best practice and ethical standards in the practice of case management; and - educating those involved in the delivery of relevant services and the general public in the science and practice of case management.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED. IN PRACTICE NATIONALLY.

Contact information

Address:
PKF Smith Cooper
2 Lace Market Square
NOTTINGHAM
NG1 1PB
Phone:
01329 446959
Email:
Sue.ford@cmsuk.org
Website:

http://www.cmsuk.org/ Open in new window