# **THE PERSON CENTRED ASSOCIATION REPORT AND FINANCIAL STATEMENTS**
**FOR THE YEAR ENDED 31 MARCH 2024**
**Charity Number 1044077**
## **THE PERSON CENTRED ASSOCIATION**
## **REPORT AND FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED**
## **31 MARCH 2024**
|**CONTENTS**|**PAGE**|
|---|---|
|Ofcers and professional advisers|1|
|Trustees Annual Report|2|
|Statements of receipts and payments|5-6|
|Statement of assets|7-8|
|Notes to the fnancial statements|9|
|Independent Examiner’s Report|10|
## **THE PERSON CENTRED ASSOCIATION**
## **Officers and professional advisers**
**Registered charity name** The British Association for the Person-Centred Approach **Charity number** 1044077 **Registered office** TPCA 5 Windsor Lodge, 39a Windsor Avenue, Surrey, KT3 5HS **Trustees** Teresa Dowson Alison Drury Sonia Hall Toral Patel Oliver Thompson Louise Wilson **Bankers** Unity Bank P O Box 7093 Planetary Road Willenhall WV1 9DG
Page 1
## **THE PERSON CENTRED ASSOCIAITON TRUSTEES ANNUAL REPORT YEAR ENDED 31 MARCH 2024**
The trustees present their annual report, together with the financial statements of the charity for the year ended 31 March 2024.
## **REFERENCE AND ADMINISTRATIVE DETAILS**
Reference and administrative details are shown in the schedule of officers and provisional advisers on page 1 of the unaudited return.
## **The Trustees**
The trustees who served the charity throughout the year and up to the date of this report (unless stated otherwise) were as follows:
Teresa Dowson Toral Patel L J Potter Alison Drury from 21 May 2023 Louise Wilson from 21 May 2023 Oliver Thompson from 13 August 2023 Mark Williams from 13 August 2023 until 31 March 2024 Sonia Hall from 7 January 2024 Jane Peacock until 12 April 2023 Jonno Ward until 11 June 2023 L J Potter until 31 March 2024 Sarah Aref until 4 August 2024 Julie Elliott until 4 August 2024
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
## **Trust Deed and Objectives**
The Association is an unincorporated charity whose constitution was first approved at the first Annual General Meeting of the Association on 30 June 1990. It is a Registered Charity number 1044077.
The principal objective of the Charity is to advance education in Person-Centred Psychology and the Person-Centred Approach (PCA).
## **Principal Activities**
Promote and disseminate knowledge and practical application, study and public debate.
Establish contact with practitioners, researchers, organisations and individuals in whatever areas they consider the Person-Centred Approach (PCA) may have an appropriate application. Also promoting and carrying out, research, surveys and investigations and publishing the results.
Develop, maintain and disseminate, as appropriate, registers and listings of practitioners, trainers, researchers, courses, service providers, service users, organisations, individuals and the like.
Contribute to the publishing of magazines, books and articles and/or through any other appropriate media.
Affiliate or co-operate with national and/or international organisations which either have similar goals or which are structured to promote the realisation of the objectives of the Association.
Initiate and support scientific, philosophical, cultural and other projects that are considered to be aimed at the realisation of the Association’s objectives.
Page 2
## **THE PERSON CENTRED ASSOCIATION TRUSTEES ANNUAL REPORT YEAR ENDED 31 MARCH 2024**
## **Principal Activities (continued)**
Recognise professional training for Client-Centred Psychotherapy/Counselling and applications of the PCA.
Support Local Groups set up to encourage interest in the PCA.
Organising and running national conferences in support of practitioners and trainers of the Person-Centred Approach.
Initiating new, and supporting existing Person-Centred Communities of Practice that engage with specialisms within broader Person-Centred theory and practice (neurodivergence, research, GSRD, non-pathologising approach, trauma informed).
## **Governance**
The Charity is administered by a Board of Trustees (known as “the Trustees’ Group”), who are supported by an administrator. She is self-employed and charges the Association for her work on an hourly basis.
## **Trustees Recruitment and Training**
Trustees are elected for a term of two years and can serve for a maximum of three consecutive terms. The constitution permits Trustees to be co-opted from the membership and the co-opt system will sometimes be employed to recruit people with particular skills needed by the association.
## **Risk management**
Very few of the association’s activities expose members, or the public, to physical risk. The main risk the charity is exposed to is one of financial fidelity and this is kept under periodic review by the trustees. Bank account, PayPal and Worldpay payments can be authorized solely by the Treasurer. The risk of income misappropriation is low because nearly all of the income is received via bank transfer and there are no cash takings.
The Trustees are mindful of the financial position of the association have put measures in place to address the decline in membership numbers that appear to bearing fruit. However, caution is required to ensure the association remains viable over the longer term.
## **Investment policy**
Surplus funds are held in bank deposit accounts that are covered by the Financial Services Compensation Scheme.
## **Achievements and performance**
The normal activities of the Association continued this year including
- maintaining a website which provides information about the Person-Centred Approach, person-centred events, local groups, communities of practice and a national directory of person-centred trained practitioners
- publishing a quarterly magazine (Person-Centred Quarterly)
- facilitating distribution of Person-Centred and Experiential Psychtherapy (PCEP)
- dissemination of monthly newsletter
- maintaining and developing international links
- Campaigning to highlight the impact of SCoPEd on the Person Centred Approach
Page 3
## **THE PERSON CENTRED ASSOCIATION TRUSTEES ANNUAL REPORT YEAR ENDED 31 MARCH 2024**
## **Activities for 23-24 included**
- Hosting of tPCA Trainers’ Conference (July 2023) which was attended by 36 delegates.
- Hosting of a GSRD Conference (November 2023), attended by 45 delegates
- Distribution of Keynote presentation from GSRD conference
- Developing and producing a series of podcasts (Project Encounter)
- Development of new CoPs (research and neurodivergence)
- Review of local groups and the way tPCA engages with them.
- Development of a strategic plan for tPCA
## **Principal Activities (continued)**
- Developing and producing a series of podcasts (Project Encounter)
- Development of new CoPs (research and neurodivergence)
- Review of local groups and the way tPCA engages with them.
- Development of a strategic plan for tPCA
## **Public benefit**
In setting out their objectives and planning their activities, the trustees have complied with the duty under the Charities Act 2011, to have due regard to the public benefit guidance published by the Charities Commission.
The Association’s primary focus is educational, and this objective is met through:
- the publication of the quarterly magazine “Person-Centred Quarterly”
- the distribution of the international journal “Person-Centered and Experiential Psychotherapy”
- the organisation of conferences and workshops
- the publication of podcasts
- the organisation of Special Interest Groups
## **Financial review**
Income exceeded expenditure by £4,597, increasing the association’s cash funds to £53,554 from £48,957.
At the end of the financial year, unrestricted reserves stood at £48,723 and restricted at reserves at £4,831.
## **Reserves policy**
The Trustees adopt the advice of the Charity Commission in seeking to maintain an adequate level of unrestricted funds to support the association's ongoing work. They are particularly mindful that the biannual conference exposes the funds to greater financial risk. The association’s membership has increased over the last year.
Signed on behalf of the Trustees
Oliver Thompson
13 August 2024
Page 4
## **THE PERSON CENTRED ASSOCIATION REPORT AND FINANCIAL STATEMENTS STATEMENT OF RECEIPTS AND PAYMENTS YEAR ENDED 31 MARCH 2024**
|Unrestricted
funds
Note
£
INCOME
1
INCOME FROM CHARITABLE ACTIVITIES
Members’ subscriptions and sundries
15,279
Conference fees
20,337
TOTAL INCOME
35,616
EXPENDITURE
1
EXPENDITURE ON CHARITABLE
ACTIVITIES
Conference costs
11,775
Bank charges
72
PayPal/GoCardless fees
646
Administrative support
4,936
Travel expenses
-
Stationery and IT
144
Project Encounter
264
PCE Europe
313
PCCS books
175
Professional services
-
NEAPCEPC
-
P-CEP journals
4,158
Insurance
-
Website maintenance and development
5,758
28,241
EXPENDITURE ON GOVERNANCE
Independent examination
2,280
30,521
TOTAL EXPENDITURE
30,521
NET INCREASE/DECREASE IN CASH
5,095
RECONCILIATION OF FUNDS
2
Cash balance brought forward
43,628
Cash balances carried forward
48,723|Restricted
funds
£
-
30
30
528
-
-
-
-
-
-
-
-
-
-
-
528
-
528
528
(498)
5,329
4,831|2024
2023
£
£
15,279
16,059
20,367
8,076
35,646
24,135
12303
12,949
72
72
646
389
4,936
3,492
-
344
144
48
264
-
313
332
175
-
-
-
-
-
4,158
3,855
-
-
5,758
3,223
28,769
24,074
2,280
780
31,049
25,484
31,049
25,484
4,597
(1,349)
48,957
50,306
53,554
48,957|2024
2023
£
£
15,279
16,059
20,367
8,076
35,646
24,135
12303
12,949
72
72
646
389
4,936
3,492
-
344
144
48
264
-
313
332
175
-
-
-
-
-
4,158
3,855
-
-
5,758
3,223
28,769
24,074
2,280
780
31,049
25,484
31,049
25,484
4,597
(1,349)
48,957
50,306
53,554
48,957|
|---|---|---|---|
||||24,135|
||||12,949
72
389
3,492
344
48
-
332
-
-
-
3,855
-
3,223|
||||24,074|
||||780
25,484|
||||25,484|
||||(1,349)
50,306|
||||48,957|
Page 5
## **THE PERSON CENTRED ASSOCIATION REPORT AND FINANCIAL STATEMENTS STATEMENT OF RECEIPTS AND PAYMENTS YEAR ENDED 31 MARCH 2023**
|**YEAR ENDED 31 MARCH 2023**||
|---|---|
|Unrestricted
Restricted
funds
funds
Note
£
£
INCOME
1
INCOME FROM CHARITABLE ACTIVITIES
Members’ subscriptions and sundries
15,958
101
Conference fees
8,076
-
TOTAL INCOME
24,034
101
EXPENDITURE
1
EXPENDITURE ON CHARITABLE
ACTIVITIES
Conference costs
12,949
-
Bank charges
72
-
PayPal/GoCardless fees
389
-
Administrative support
3,492
-
Travel expenses
344
-
Stationery and IT
48
Charity Commission
-
-
PCE Europe
332
PCCS books
-
-
Professional services
-
-
NEAPCEPC
-
-
P-CEP journals
3,855
-
Insurance
-
-
Website maintenance and development
3,223
-
24,704
-
EXPENDITURE ON GOVERNANCE
Independent examination
780
-
25,484
-
TOTAL EXPENDITURE
25,484
-
NET INCREASE/DECREASE IN CASH
(1,450)
101
RECONCILIATION OF FUNDS
2
Cash balance brought forward
45,078
5,228
Cash balances carried forward
43,628
5,329|2023
£
16,059
8,076
24,135
12,949
72
389
3,492
344
48
-
332
-
-
-
3,855
-
3,223
24,704
780|
||25,484|
||25,484|
||(1,349)
50,306
48,957|
There were no movements in restricted funds in the previous accounting period.
Page 6
## **THE PERSON CENTRED ASSOCIATION REPORT AND FINANCIAL STATEMENTS STATEMENT OF ASSETS AND LIABILITIES AS AT 31 MARCH 2024**
||Unrestricted|Restricted funds|Restricted funds|Restricted funds||Total funds||Total funds|
|---|---|---|---|---|---|---|---|---|
||funds||||||||
||2024||2024|||2024||2023|
||£||£|||£||£|
|**Assets**|||||||||
|**Cash funds**|||||||||
|Unity/NatWest|46,788||4,831|||51,619||46,464|
|PayPal|1,935|||-||1,935||2,493|
|GoCardless||-||-|||-|-|
|**Total cash funds**|48,723||4,831|||53,554||48,957|
|**Known liabilities**|||||||||
||Unrestricted||Restricted|||Total funds||Total funds|
||funds||funds||||||
||2024||2024|||2024||2023|
||£||£|||£||£|
|**Accrued costs**|||||||||
|Accountancy/independent|||||||||
|examination||1,020|||-|1,020||1,527|
The unaudited financial statements were approved by the Trustees on…13 August 2024 and were signed on their behalf by:
Oliver Thompson
Page 7
## **THE PERSON CENTRED ASSOCIATION REPORT AND FINANCIAL STATEMENTS**
## **STATEMENT OF ASSETS AS AT 31 MARCH 2023**
||Unrestricted||Restricted funds||Total funds||
|---|---|---|---|---|---|---|
||funds||||||
||2023||2023||2023||
||£||£||£||
|**Assets**|||||||
|**Cash funds**|||||||
|Unity/NatWest|41,135||5,329||46,464||
|PayPal|2,493||-||2,493||
|Go Cardless||-|-|||-|
||43,628||5,329||48,957||
|**Known liabilities**|||||||
||Unrestricted||Restricted||Total funds||
||funds||funds||||
||2023||2023||2023||
||£||£||£||
|**Accrued costs**|||||||
|Independent|||||||
|examination/accountancy|1,572|||-|1,572||
The unaudited financial statements were approved by the Trustees on 31 August 2023 and were signed on their behalf by:
L J Potter
Page 8
## **THE PERSON CENTRED ASSOCIATION REPORT AND FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024**
## 1.ACCOUNTING POLICIES
## _(i) Reporting framework_
The financial statements have been prepared under the historical cost convention.
## _(ii) Receipts_
Income is recognised at the point of receipt.
## _(iii) Payments_
Expenditure is recognised at the point of payment.
## 2.RESTRICTED FUNDS
||2024|2024|2024|2024|2023||2023||2023||
|---|---|---|---|---|---|---|---|---|---|---|
||Bursary|Seeding|Total||Bursary||Seeding||Total||
||£|£|£||£||£||£||
|At 1 April|1,768|3,561||5,329||1,667||3,561||5,228|
|Donations|-|-||-||101||-||101|
|Conference fees|30|-||30||-||-||-|
|Conference costs|(528)|-||(528)||-||-||-|
|At 31 March|1,270|3,561||4,831||1,768||3,561||5,329|
Restricted funds can only be used for their specified purpose. The bursary fund is available for help with educational costs and the seeding fund, which originated from funds passed over to us on the closure of the Chiltern and Thames local group, may be used only to support other local groups.
## 3.DESIGNATED FUNDS
During the year the trustees earmarked £1,000 of funding towards Project Encounter. The aim of this project is to create and disseminate podcasts about the person-centred approach through interviews with tPCA members. The funding will be used to purchase recording equipment and cover expenses. As at 31 March 2024, this fund had incurred expenditure of £264, leaving an unspent balance on this fund of £736 included within in total unrestricted funds of £48,723.
Page 9
## **INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE PERSON CENTRED ASSOCIATION**
I report to the trustees on my examination of the accounts of The Person Centred Association for the year ended 31 March 2024.
## **Responsibilities and basis of report**
As the charity trustees of The Person Centred Association you are responsible for the preparation of accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of The Person Centred Association’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner’s statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe in any material respect:
1. accounting records were not kept in respect of The Person Centred Association as required by section 130 of the Act; or
2. the accounts do not accord with the accounting records; or
3. the accounts did not comply with the applicable accounting requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to obtain a proper understanding of the accounts to be reached.
## **Melvin Bailey FCCA DChA**
**Rogers Spencer Chartered Certified Accountants Newstead House Pelham Road Nottingham NG5 1AP**
14 August 2024
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