Chadty r•gtstraUon numb•r 11)55224 North Devon Mental Health Service Users Forum also known as Cbrity AMu81 Report and Financial Siatements for thè Year Endetj 31 D•Gember 2025 WESTCOTTS 4 8VSINFSS AD¥I$I*I
North Devon M•ntal Health Servlce Us•r6 Forum Contents Refvrence and Admirristralive Dètgls Twslees. Report 21)7 Ind8pend8nt Examlnefs Rgport Receipts 8nd Paymènfs knunt Ststemwd of Assèts and knabllltlas 10 Notes to th& Financial Stslgments 11to17
North Devon Mentsl Héalth Servicg Users Forum Reference and Admlnistratlve Delalls Matthew Jon05 {rgsgn8d 8 Juty 2025) Bryony McDonald EVtDt Hanis Dr Richard Holmgn. [SIgned 31 Janu8ry 20261 Frank Bièderrnen IrEsign8d 11 Augu812026) James Cralgie Chrtstopher M¢Donald TTu3lee8'. Charlty Registr8tlon Number 1055224 Princlpal Qffir* 104A 8oulport street Bamstapla Devon EX31 1SY Westcotts (SWI LLP 47 Bouiport Street Bamstsple D8von 11SQ Irtdepgndent fxamlner Page 1
North Davon Mental Health Servlce User5 Forum Truslee5'.Report The trustees pre¥ent tha annual4rawrt frjgether vlth the finandal statements ofth? rtorfty forthe yur 8ndBd 31 Decembpr 2025. Trustr• Report Founded in 1996 as North O¢von Mentsl Heth Servicè Users Forum. the charity- os Clarfty- 1$ administered by a Board of Trustees who preseTrt thelr report and the fiThEncial statsments for Ihe year ended 31 December 2025. The truste06 who served durfng tho ar and up to the date of th15 report are get (yjt on page 1. Our Vlslon - That averyon& ovw the ap of 18 In North Davon can receive tiw. prciesslon81 and higNu81ity mentsl hEallh care no matterthelr Incorng or bdckground. Our Ethos- W• trdi8vo In every perxm'$ iighl to hava accgss to t10raU[C s6Nices that mogl Ihalr need$ and wli l impffjye Ihelr mantal wellba5ng. To Provide eXcelnCe in the couns¥lllng we d91knr. we will always promote a cvliure of sens¢tNity. trust and respect for those need our s•Nite Qur Publjc Beneflt- The charity operaie5 for th8 publk benefit by provithng merrtal hgallh support to . adults in Northem Oevon by way of covnselllng and group thwapy. using approprbtsly and ofesslonalty trained counsellors The Trustaos conffimi Ihat thoy hav¢ refetred to the Charfty CDmmlssion's guidan M put41c bgngfft when reMevin9 the chariW$ am$ a1 ot¥ectsves and In pknnbig fuiure activ83. Messag• from thfj Trustees ClarlVB MlOn Is slmpl• - lo 8nsure every athAI lft North Devcm can 9¢¢ affordab]e. profes3ional and effective mentsl health suFport. At a tim8 when NHS wov15ion 15 often limlled or delayed due lo overwlmIr¥J Tand. and prTvate therapy 1$ boy¢nd ihe finandal reath of m8ny. Ctarty fills vold by provldlng affordable 1-1 counfing and gn)up therapy. Ciadty ensuTrs that $o&oeo)nrric status ts not a bgnlor b htgh impact, dmebound support that promotgs growth and independenc4. Clarlty faces Iho samo pressures thal the wd¢f health 8nd social caro 8m Is fadrKJ: IncAwslng a(yJity. lsgaoes from a gbbal pandemic, dispropDrtion&lo OPPDthJnlty. and a Cosi-of-fn9 ¢rfsis Nprth Devon is righlly renry+mgd 08 a holldgy hot spot. with long sandy bgoches. w9god diffs. open ffloortand and hldd8n cs)ves. 8ut an economy bult on lourism ¢r¢atè$ thallenges for the loc41 populat. Homel855ness is a signifiTrt, risiNJ iu8 driven by l¢)w wages, high reni¥, and sodal housing. Whle the SoLrth West has c8 of the hl9hest rates of rough steeplng kn England. N D9von 8pecifically facs acute pressurg In coastal areas and towns Ilke Bamstspl< the regional hub for Northem Devon. Wllh a larga gecgraphlc41 fcotprfnt of 800 square mlk88 I[gr Ihan gTrator London) this mral area has a wpuEatifM of lust 165.000. a sporsty that c¥eates a18ck of 8¢Nkg8. alongside difficjjltles Sn accessin9 swwces for those In rural areas which tad( effecllvè trar)sport litk The cost of (ytsis has cut de•p into thi$ eommuftity. 8nd mental haallh has suffered. Data from Pub]Ic Health D8von evklence$ that approxlmotely 13% of 8dults regislgr8d with thetr GP havg a ¢fiagnosk8 of dgpresston: that arwnd 1 in 6 adults in the Integrated Care S>Ftsm lor Dav1 8xperience a menlal h8alth problem in any week, thgt emergenw hospttal admission$ f Intentiond sewthami in North Devon ara significanuy above the national avèrage at 333 per 10Q,QOO population: and the SUfCKle rats In Dev 1$ statistscally hlghar Ihan th9 avera for England, trustees, we remalTr detr consclou5 of lh6 humart impact behind thes• slatistiGs 8nd thp resrrt)nsibllity they Fe on the tharity to respond sustsin8bly and safdy. Pege 2
North Devon Mental Health Swvice Users Forum Trusta05' Report (conllnued) To ensurè comwehonslve mental health support 1$ occasbla, Clwity works on a 'pBy what you Can. basis. Donauons afe anUl8ged lo help us rernoln sustainable, but we do not enforce a fix8d fee k¥ ensure affordability Is nDI a bler to good mentsl health. Funding from The National Lottery has enabled this by providing ¢ore fundln9 ihat contributes toward our small staff team who pmidg directien, supoNision and support to our ol volunteer Gourwllors. However, as bolh demand and co$ls increase. tha fundsng gap 15 WKlenlng requirfng conllnued and proaGUv8 fundr3isinJ efforts. The Board keep$ finand81 resllien¢o under ctO$g reviaw to en9ure Clarfty cxn meet growng need wth<>ul wmpromising govemance or quality ot ca. To keep cJr cost base as low 8$ PSIble. our counsel10 VDlunlaer thelr limo. Most are fvlly qualtfied and WKSely expeTlenced. and WB Ihafik them wlth fr88 dinlt%l supervision, travel expenses and CPD opporbJnilie5 that allow Ihem to gain specific skllls. expgrienc¢ and tralnln9. W& atso ofler 1¢81 p58ceThnts for counselling studenis in th05r fjnal year Ihat prowdes them wfth leaming opportunltle peer support. Ilne managemant and dinic81 $uperyi$lon. Many of our students stsy on to support us as volunteers after they become qualThled. However. in line with n8ts0nal Irends, we $88 a redu¢lkM in ihg number of p8ople 8ble to votunteer with us, 8$ many have to incfease 1heir working hours for p41d ernoTront lo meet rising cos18. Oyrvolunteers are our Iwebttsjd, and we ore grateful forthètr onplng cA)mmltment and expertkn. It Is only through the gift of Iheir time, and the condnuoLts Innovation Of our small mJnagwnont team that Clarfty was #b to meetsome significant mile51ones tn 2ff25'. 162 people yJpp)rted th 1-1 CDunselllng 1.549 coun5dng ses51ons (avg 14 5esslon8 per perSc) S1 people SUPPDrted through thernpeufjo groups or ment81 he8llh W0shopS Thls d81Nered $trong outcrn our aTMI strervJthoned our communtywllh.. 85% of dients reptiti9 better coplng skllls and strategies 83% ofclients r8porting Improved eommunlf4ion 87% of dents rowjrtlng reducd feefings ofanxlety and d8pr•ssl 87% of clients repolng reduced lonellness and lsolatlon 86% of clients r•porting in¢reasad producuylty, whlth includes relurymng to work This IB a SeiCe level never attalned before, and as demand for surw)rt ts)ntlnue8 to iise. Clarity enters tis 301h year as a reglslered ch8rfty. To mark Ihis annlversary TNslees are taklftg 8tsPS to fulufe Proof Ihe drity by upgradlng its govèm8nc¢ and Teglstering as a Clo, by recruiting new Iw5tses In line wth findings of our recent sknlls audlL and developlng new dlgital platform5 that will improve efficiency Bnd effectiveness of tyJr sarvlces. These decl8lons reflect the Board's comfflltmeTrt to safeguardlng Clarl¥y long-temi fvbJtg. so Il ¢an conunue supportlng the rnental health of tho North Devon communtyfor years to rme. Our Strategy . Over tho nèxt S year3 remain rnmted lo supporfing as mary pèople 89 possible, with¢yJl Compromi on the qualty of the 88rvice provide. In orthr lo athieve this ow stratsgl¢ go* a To Iden11fy and meet Ihp mentsl heaRh ngeds d Ihe communlty by èXP2ndlng aryl deveiopng range of theropl88 3v8llabl8. To ensvra ¢ontlnulnB growth and development by estirj sklll8ets and providing the approprfale skllls, expertise and training lo devel{ the Th)uns8lling team wherp required lo support the service and MMunIty. and support them in thelr ntinUIng professlonal deveWnenL
North Devon Mentsl H1th Service Users Forum Trustees'.Report (contlnued) To prade a W¢krnIng.. suppoithve and safe environment for therapy. and Inve511ng in our premi8es and resources as required to moet this goal. To ensur• Ihol Clarity 1$ synonyrnous with hvJh qualw cUnsellIng no barrfer to 8nty. ithin the Iccal commvnlty for the seme8 il provid&s, th easy and accessiljlg 88[ferra1 for the public. or referrdl woeesses for othw org8nisallons. In order to meet the strateglc alms and n¢ed8 desbed. to develop and inL7ease fiJndrab]rg a¢e5 and Income genernti¢xt from bolh publlc and pr0 ¥oufLS. To work in partnershlp with othèr trJ¢al and national rAganlsatlons lo delr syeiemvwlde benefits to soclety. Octlves lor2026 In Une with the stratsgy outtined above. aTrJ to furlh•r strongthen the charfty In ,8 30th year. wo have set Ihe fdlowioq oblectivey: To 61rength&rt and sustain our volunteér c47unsellor base by priorltislng retentlon. dov8lopmènL and support of SlIng volunteers. vthle creaJng targèted opportunthès lo reowlt adOIllDnal cou110r8 capadty allows. This I11 be achleved through a CPD progranyn& aliqned with Id8nffi&d leamlng neod¥, alongde org)IrvJ a88ossrnert )Mnltorfngi and ev8lLtafkn to ensure highquallty servtce delNery. To conlnuatly dovplup and promote the ac(8$6ibllity of free workshops pro9ramm& frr recurring montsl health ¢oncems. such as Aruiety, Self Awargnes 8eff•8t8em. and Str•$$ Management To ensure tho ch•rfty Is able to rn86t lh8 ¢hÈryJlng fie of our communlty thr¢ugh robu51 triage. assossmant, Monit and evaluation. To strengthen the CharrV8 g0vWrr by adopfjng a Charfteble ItKorporate(l Organisatton (CIO) stNclure. To expl(Tr nBW digit81 platforms for dienl m8n#g8manL and 1n0nOr12 and ¢YaluaUon ems. lo improve th8 client experlence, and maximisg efficlency. To wult addftional trusiee5 wiiti sb115 and experfence that slwgthen th? Board's govem•nc• nd overnigm In Ilne wtth the chafws èvofvtng need& Our Fwdrdlslng A¢tivity Our $incere thanks go to all thos• organisatlons and tndSvlduals that have SUppted and rassed money for thg charity during tho 8. It is tynty wfth this help th* we ara able to ¢ofitlnue to wo our vital mental heBllh 8UPPOrt to the PBople of Nr)rth DOn. Wo romakn ind8bted to Th• Natsonol Lottery Re8chlng ConMm(tniti¢$ Fund for their or¥Jolng $pOrt Ihat has provhjed a fim) foundatlon from which Ihg ¢harfty and its impact havo grown wionnously. Dug lo these fvnds we havg been abte to sustainably grow. 8nd toke 8p$ to aGhlavo our visien. In addltion Its th1$ vltsl Gore funding. in 2025 we also r8celved genero grants and don8tions from Barn5tBple TO Council. Fu118brook CIC, Non75an Famlfy Trus¢ David Gibbons Foundation, North Dovon Coun(xl. and corporate supprrt frcffl Tumstye Degn$. These glfts ¢omblnfyJ wlth grants recelved In Ihe year prlor IrDm Tha Trust1uSe Foundation (now Forte Charitabl8 Foundation}, Devon Community Foundatksn, and the Postcode Loc41 Trust which carrfed forwdyd to suppNi our seNke delivffji in 2025.
Norlh Devon Mental Hgalth SeNlce Users Forum Trustees. Report (continuad) In a challenging ffft8n6Yal ¢limatE, when many granlrrokets are ovemthelmed by demaftd. 5se also look lo our communty to help us help each other. It was an wmdfole pri¥lleg8 lo be dJos9n as th8 May)rfs Charity, refi8cllng tho Irust, support, and swed ojmmitmènt of OUT cvmmunity to makiro a meaningfv1 difference looether. We were also honcwred lo re¢oN6 tho support of the Bideford 3]ke Show and 8xlgford Rotsry, and it has bgen deaply m8aninghd lo be chts5 by Tobia6 Matthews as ono (if the bgnetldary ¢hartt18s for tho lunds ralsed through hls personal iallenge of compkfjng muluplg triathlon& Our Flnan¢lal Perf4)m?•tteè Tht accounts hav6 been prep8red on a Ggsh basis. in whlth ino)me is rèe¢fd•d onty vth¢n rec8ived and expendlture 15 recorded only when p8Jd. Our totsl raceipts for the colendar year 2D25 am¢)unled to £134.110 12024.. £122.4601 re)lectin9 a IOtyA Increase y88r on year. Total payments for Ihe y88r were £144.876 (2024.. £116,094>. a rise of 2S%, and resulted Sn nel paymen16 of £10,766 {2024: net rècelpts £6.366). The 10% inuease kn receipts In the yaar to 31st December 2025. Gomyred to the prethJs year. Is mainty as a result of recemna early payment of our Nation81 Lottery grar)f ins18lment 01£16.498. Thls ' arnourl WIN b¢ used lo support semce delfvery In quarter 1 of 2026. tKrt Ihe accounts rofigfA ftve quarte18 of fundh)g 1Ved In 2025 totaifing £89.78 Paylnents were mlnlmlsed In the e8dy months ot 2024 due to prevtoug uncertainty relating to fijnding and the nature of the subsequeni fundlng, resulting In staff vacanues and reslruthring In the e8rfy slage5 of 2W24. Wtth Ihree years of National LOW fvnding confirmed. thls ¢ertBlnty pItted a greatsr investment In counselling servic£s from other grantmake(s. Thss ail(5wed us to invest substantially In c<)uns8ltor >1trngnt for 1-1 counselllng, and consequentially in vclunteer support costs of travel end supervi8i0n. The secLty of the Nallonal Lottery grart has enabled tha charity 10 inv8sI otrffjr funds in its rnanagefft st¥uctur8 In 2024 and 2025. creayng eThknnmont and resourtes io $LttèssfvIIy inc¥easo dionl SarceS. The ovornll nèt posltK)n 4dftlnq from pDknve to negatlve b8 2024 and 2025 refiects thè u88 of fiinds ralsed late in 2024 arKI caTed over into 2025. As a resulL fundral$lng 8th5ty was reduwj in the fflrsthaff of 2025. but incread focus later sn Ihe rIS expethd lo wp results wi 20 Rosar Pollcy The trustees have set 8 re8eNes PDNcywhlch lrtludos a designated (und to allow a stwctufed dre of the charity should operath)nal reseNes derAote 10 8 level at which th• tharfty 1$ no k)roer sustaIble. Thts deslgnated fund is revlewed annu811y and currenty 5t8nds at £22,700 12024 £11.189). Thls inGroase partly r8presents tho overall in880 In njnrdng Costs and, sp9Ctfically, Ihe Inueas? li c¢unselllng costs fijnded from unrestrfcted funds. Thg resulting designated fijnd would also rffirthe profe$sKal fegs required to implem8ntdosLre and other 8pedfic dosura costs. At their nEellng In January 2025. trustsgs UnanThtxIY agreed lo destgnate the g8neTDUS unresthcbj grant of £15,000 from tha Poslcode Ltxal Tru fortha purpose of fundlng the 2025 (¥xe profe8On fees cAtthl to the operation Of tho charity lor 8 pertd ofup to 18 monlhs. Dug to tho nature of eAJr seNiL, the tru5teos hava also set an Unrestric resoNe pollcy of a rnlnimum of thrge months totsl cosls to ensure that the charity ts abla to support its dlents safèly thriyjgh the wlnd4own pedod. Based on current expectstions. thls amounts to apFmximatety £45,CK*) IncludlrKJ those rolevanl cosis represtsryed by lh• deslgnated fund Identlfied above for cessation of chaiity. Olr Ihtn the addltlonal dosure costs. Pag8 5
North D•von Mèntal Health SgrvlGe Users Forum Trustees. Report (continuod) Currently, unFosthcted and dedgnated reserves are £48,853 (2024: £47,179). ThKs represents approxlmalety three months of antiupated total $ts 8nd one-off dOSu costs. Unrestrlckd incknme funds siand al £24.20512024'. £35.99DI. The trustees feel that these unf8Stricled fiJn¢Js are sufftclerm to ¥uppurtlh8 charity in its day-ttrday operatbn8 in 2026. The trusle8s also belleve that thè deslgnated ees$ation ftjnd tolalling £22.700 is, in cJJnEnl cireum51ances, suffidont to pport the additional costs requirBd for a Structured closure ol Ihe tharity. rf necess&ry, but conslder that the ch¥iity Is suslainabl? for the Immgill*e fure. Our (hganlsation81 Structur• Clarity registered as o charrty in May 1996. The ¢harity Is m8n8ged by 8 Board of Trustees vtho aro r8sp)nsible for ensuitny fiTral $tabllity and provYdlNJ professlonal gnd strategic acknrg on and resource mana9gmenl. The bwte•s are responsiblo for th8 overall m$nagemwt and cc4ffi11 ol the charfty and receive regular reports from the dinic¥l tsam iftvolved in IhE day-laY service delivery. and from ihe adminislr8tive and fundraffis1 team tasked wth malntaining. recordg and safeguardifyJ the rharitls finances and suppoiting th8 cllnical team. Al matters and powefs o15trategic management and control are vested In the Board. Th8 truslees ha assessed the fflalor risks to which thè ¢hartty18 exposèd in the year and have taken stops lo millgate these risks. Meetiru quarteTIyi the Trustee Board brin9 a range oftranslerr2bFe sldlls includlng charity govemanc&, marketing. coMmunica.0ns. digtlal marketing, suslalnabla growkh, eorpoiate governance. health and sodal car• operational mana9emenl and fin8nc&. Trustees also bring lived expellen of ment81 hea conwn5 either through the experfence of close family members, or their own personal jQLm&y. TY arp past 59Nce re InelSglble for stslutory support following a lrfewchawing experièn. For them. joining tha Board ol c.1ority is an opportunlty to give back by bringing expertiÉ0 In w6bslle and optimisption. project menagement and marketing 8nd tslanty oovémance. AM give thair lim• freety. New trustee5 are appointed by ex(n9 trustees, Yh)o actsvely Cryit tsa on expèrfence and skllls. Durlng 2025 Frank Biederman and Matthew Jones r8tired 9$ trustees. At the lum of 2026, after many years of valuabl? Contribu0 and support, the Chair of Trustees, Rthard Holman #150 tIred. For 2026 this role wll be fulfill&(f on a cNhair basis by Elliot Harris and James Craigiè. In Ihe Charttys 3(Mh year, TStee reofUttrn8nt to support ongoing growth and development wlll bo 8 focus. Cl8dty is tradttlonally 8 volunteer led charfty. whlch has gToYm to indud8 a small 51aff team al the helm as the charfty grows to meet demand. The trustees Would like to acknowledge and thank the ommltmenl and care that h29 been gNen by staff, couns8llors, 8tudents and ¥0teerS during the ar. P•aB 6
North Devon M•ni•l Health Servlca Usars Forum Trustees. Report (contlnued) Statsment of Tru$t••s' Ro$ponsibllttle3 The trustees 8re rssponsible for Pparing tho trustees. rewt and the finan¢(al statements In accdance with the United lfjngdcm ArLounting Standafl$ Iunlted Klngthrn Generduy Att¢pt•d Armunbng Practice) and 8ppll¢able law and regulatvJn8. The law appllcable to charities reqvires the twsteès lo ptepÈre fjnandal $tstements for ea¢h finand81 yoar which 9ivè • true and falr Mew of the $late of affairs of th8 ¢harity and of Ihe Incomlng fesour¢es and application of resour¢es of the charity for thal t0d. In preparing these finan¢Fal siatements, • trustees are requlr8d to: sdect sultable accounkng pdlcies and aptly Ihem consblenljy. obseNe thè melhod5 and prln(xpies in Ihe Charflles SORP" makejudgemènts and e8timat8s that are reasoTrable and prudent, state whelher applicable acojuntlng standards have beeft fc4lowe(1. oubioct to any m*lg1 departurgs rfisd058d and &xp]ained in the ffinarKial 8tst8m8nls: ond prepare th8 flnanGial statements on the going eonrhm basis unlBss it 1$ Inappr<yial& io presurna that Iha chanty will continue in l)usine$8. The trustees are re4Jonsible for keeping proper accx¥unUng recLYd$ tst thsclose with reasonable a¢cuTaGy at Y lime the financial ptIOn of the ¢harity and enable them to ensure that the flnandBI ststements compty wilh the Charities Act 2011, Ihe Charttles (Accounts and Repts) Regutation5 2008. and the provlslon5 of the constitution. The tftjstees aT8 0150 responslble for safeguarding the aBsets of the charity hence for tsking Teas0natrO sleps the prBvention and dalection of frdud and o(her irregularille The tru8t8es a rcsponsible for the MaIntene0 and Integrity of the corporate and fmancial Infcwmation Induded on the charFLable companws w2b5ite. Legislation govemlng Ihe wep8ration and dissemiftalion olfinanclal statements Tnay difler from legIation In otherjurisdictsons. The annuol r8POrt was appr0¥8d by the truste68 of fv charlty on !gth.MaJ.2028 and ined on Sts téhaw by: Elliot Plarris Co4hwf James Craug c1r Pag• 7
Ntjrth Dovon Mental Hoatth Service U$ers Forum Independent Examinef5 Report to the Irustees of North Devon M•nlal Health ServlGe Users Forum I report to the trustèes on my ex9rnuiati of th• gccounts of Norlh Oevon Mental HoAth Servka Users Forum for thè year ended 31 DaceTrber 2025. Responsibilibes and bagls ot report As ihe charity Irustees ol North Devon Ment81 Healh Servlce Ugers FoTUrn you ore resyJnslble for the weparalIc ofthe accounts in 8coJrdance the requItemS of the Charftlgs Act 2011 1'theAct). l pOrt tn rfjsped Df my gx8ffirtallon of the North tjevon Mental Health Users Forum acLounts carri Qui undeT se¢Lnn 14S of Iha 2011 Acl 2nd kn r3rwg out rny examlnatknn I heve kllowed all the applk2ble Dlrection$ glv8n by th• Charfty Corrmi88lon under 145(5Xb) of the Independebrt exarninefs $tatement I have comploted my 9x8mlnatKin. l Confirm that no maidlal matters havo come to my att ¢onnection th8 examination gmng me tausg to be119vÈ that h any matethl rèspect.. 1. accowtb'ng r¢cords wero not kept In r¢sK OF North Davon Méntal He81th S8Nlce U8erB Forum as requred by secuon 130 of Ih• Act: ci 2. accounts do not Bccord wlth thosg reruds: or l ttave no wnc9ms and havo o)m• a¢ross no ather mattèrs In COnnC wmh the oxamlnation to which attentN)n shjvld be draym in thls rewirt iri ¢xder to onable a proper UndStandIng of the accounts to be reached. Catherlne Wlilams FCA DChA IrKIBpendenl Examlner Westtsjts (SW) LLP 47 Boutport street BamstsplÈ EX31 1SQ Pagg 8
North Devon Mentsl Health Service User5 Forum Réceipts and Payments Account for thè Year Ended 31 December 2025 Unrnstricted Reslrlctgd Total funds fund3 2025 Total 2024 Rec•ipts: Donations and grants Ch8ritsbl8 actsvrfJes Inve5unent ineome 22.601 109.664 132.265 118.184 2.454 1,822 122,460 1.845 1.845 Total reIpts Payments: Employrnent w¥ts Otrer staff costs Self employed costs Es18blishment costs Tdephone and costs Travd costs Legal and professlorial fees AccountanGy fees Office costs Managemeftl casts Sundry expenses Fundralsing $ts 24,446 109,664 134.110 11181 165? 120,938) 14811 (401} {1,8081 146.571 } (2,307> (14,725) 19,062) 14,374) 17.404} (9191 (5.1351 12.342} 112.690) 11.2311 (46.689} (2.3721 135,6631 19.5431 (4,775) 19.212) 9191 (G,1351 12.679) 121.610) 11.920) 4.359 (17,196} 14.530) {21.191) (8,712) {3,453) (5.368> 1679) 13,8341 (1,517) 141.7601 11.9301 5,924 {3371 18,9201 (6891 4.015 Total payrnent5 Nel {paymentsvt?1p18 Cash broughl fOard Cash Carried forward 37.772 307,104 144,876 116.094 173,3261 62.179 2.560 {10,7661 100,599 89,833 6,366 94,233 100.S99 38.420 48,853 40,980 All of the ch8rity's activities derive from ttinUing uperatsons duriftg the abo two poriocjs. The funds trKeakdown for 2024 is shw in note 7. The rths on pages l I to 17 ftjmi an int89ral part ol thesa flnancial 51alements. Pa9
North Dèvon Mental Health Service Users Forum (Reglstratlon number: 1055224) Slatement of Assets and Liabllitifjs as at 31 DeGember 2025 2025 2024 Note Current assèts Cash al bank an*J in han 89.833 100,599 Restricted income funds Reslricted funds 40,980 38.420 Unrestricted incorne funds un$t17¢1ed lunds Designated funds Total unreslricted funds 24,205 24.fj48 35.990 26.189 48.853 62.179 Total fund5 100.5g9 Th¢ financial 5talement5 on pages 9 10 17 w¢r¢ approved by Ihe InJs1, and ?ulhgri5ed for issue on ko4151.tsand signed on Iherr behalf by. EUi•fr frIArr& Elliot Harr Trv5tee James Crawjie Trustee The nole3 on pages 1110 17 lorm an integtal part of these financial stJt•ments. Pago 10
North Dèvon Mental Health Service ilsers Forum Notes to the Flnanclal Statemènts for the Year Endod 31 December 2025 1 Aceounting pollcke Basw of prnparatlon North Devon Mental He8llh Service Llsers Forum meats the definition of a tJblic benefit entlty under FRS 102. Thg ac¢ounts (financlal statements) have baen prepared on the recairAS and payments Gtsing Coneern Tha Iruslees con8id8r that there 8fe no mat6rial uncertalnties about the charivs abpty to CCrflDrnl8 as a golng concem. Income and endowments All incoming rv30urces are induded In Ihe statgmeni of financial xtyvities the charity receNes Ihe income. Tho followin9 p8cific pe8 are apPld lo pzrtlcular categories of income,. Donat>ons are re¢elv8d by way of grants, donations glfts and are iruded in in th• ReIpts arKI Payments Acwunl when recer¥é¢J. anis are COgnIsed In full in the Rocgipts and Plents Athwnt in the sear in Ihoy ar8 received. Fees a induded in the Re¢eipts and Payn)gnts A<%ount rec8ived. Thg value of 58rvices provided ty VOnteerS has n¢X en Induded. Expendiiure is reBogni$ed on a P8ments basis. Expendrtur6 Indudes any VAT whlch cannot be frjlly recovered. 8nd Is reported as part ofthe expènditure lo which it relatss. Cash and Cash equlvalents sh and cash eoulvalents CA)mpdse c8$h on hand and call deposlts. and Oltrw short-tomi hlghty Ilquld inveslments thal are re8di]y convertible to a known arnount of cash and are subject to an Insigiyficart risk of change in value. Fund structure Unreslricted ineome funds are general funds are availablo for use at the trustees dl8crelon in fvrtherance of the objectTves of the charity. DesNJnaled funds are unrestricted fvnds set 8sSde for spepific purpos•$ at the di8cr8lion of the truslees. R8gtricled 5ncome funds ar? Ihtsse donated for use in a particular area or for 8peGlfic puwas. th¢ use of which is re8tricle¢J lo that area or purposè. Page 11
North Devon M•ntal Health Ser¥lce U5erg Ftsrum Notes to the Fln8n¢lal Statgments for the Year Ended 31 D¢¢•rnber 2025 (contlnuedl 2 Inrn9 from donatl¢ns and19gaclg8 Unrestrlctad funds Gweral RestrfGtsd funds 2025 Donations > £100 Donation5 < £100 Grdnts received Regular glvkng Govgmmenl grants Fundraisir29 Income Counselling donatipns 9.1)JO 360 9,000 360 101.664 429 8.000 4.240 8.572 101.684 429 8.000 4.240 8,572 22,601 109,664 132,265 Unrestrlct•d funds G•neral Restrlthd fund$ Total 2024 DOnaon5 > £100 Donations < £100 Counselling dOnaon8 Grants received Regular gNing Govammenl grants Fundraising incomo 1.482 330 1.782 543 9,801 100,895 539 1,150 3,674 9.801 20.0 539 80,895 1.150 3,674 35.809 82,375 11&184 ClaThty is gfateful to the fdlobving fundets for Man9 unrestricted grants Ihal mdke OLW wth possible.. Tumstyk Designs (https'.IIbthww.rnstyEetsI9r.c0sust81nablI1ty) The Poslcode Local Trust D8vM Ccrfnmunity Found8tion See not¢ 7 for detslls of thtse thJnder5 Page 12
North Devon Mental Health Servlc• Users Forum Notes to the Flnancial Statements for tho Year Ended 31 December 2025 (continued) 3 Income fram charitable artivftle$ Total 2025 Totsl 2024 Co¢JnsellSng Travel cosL8 2,280 174 2.454 4 IDV•Stment income Unr•strlctèd funds Gpnoral Total 2025 Barf( Intefesl rec•Ned 1.845 1R4S Unrestrlctod funds General Total 2024 8ank intfjrest recelved 5 Staff ¢oJts The aggregate payroll costs were Bs fomows: 2025 2024 Stsff costs durtng the wèr•: Wages and sai8ri6S Pwsion cosls 45,913 TT6 16.909 287 46.689 17,196 The fflonthly aYer8ge number of persons Ilndudlng genior management I leader8hlp team) employed by the charity duriTrJ the year expre5$9d as lull Ilme eqUalentS was es follows: 2025 2024 No Employees No empbyea receNed 8moluments of more than £60.000 during the year Page 13
North Devon Mentsl Health Service urg Forum Notes to the Flnanclal Statements for th8 Year Ended 31 December 2025 {¢ontinued) 6 Taxatlon Thè charity is a reglstered ¢harfty 8nd is therefore ex•mpt from taxatiorL 7 Fund$ Balance Balance at31 D•cernr 2025 Januory Incoming Resourcos 2025 resources exnded Transf•rs Unr¢strl¢ted fund$ UnrBSiriCted funds 35,990 24.446 124.7201 (11.511) 24.205 Deslgnated funds CSaIlo fund Postcodg LoGal Twst 11,189 15,000 11.511 22.700 1.948 13,052 26,189 113,0521 11.S11 24.648 Totsl unre8trlcted tunds 62,179 37.7721 Restrictèd funds Break th• Cyd• Danny5 Line Devon Community Foundation Fullabl(k CIC John's Chadty NlOn81 Lottgry- Heaf Together David Gibbons TnJst Twslhouse charitsb Foundallon Bamstaple Town Council GrerS Charity Fo$ Fotm¢Jalion Nomian Famlly Charttable Tru81 298 15.860 3.102 15,860 5.000 2.898 {1,898) {2.898) {1.956 189,5541 1.956 B9.766 1.000 20.212 1 A)00 10.000 4.360 (10.000) (12,360) (2,0) {3,948) 2.490 8.000 3.948 510 38,420 109.664 107,104 40,980 Tot*1 funds 100,599 134.110 144.876 89,833 e14
North Dèvon Mental Health Servlca Users Forum Notes to the Flnanclal Stat6m8nts for the Year Ended 31 December 2025 (Gontinued) Bal¢• at 31 D•¢emr 2024 BalanG• •t 1 January In¢omlng Resour¢•s 2024 rosoUr¢ upended Transfars Umstrlcted fvnd$ Genoral Unrestrfcted funds 30,338 (21.835) {1298) D"yAated . C8ssation lund Postcodo Loral Twst 13.$91 (1402 15.IKv) 12.598 11.189 15.000 13.591 26.189 .T•tsl unr¢strTrtod fvnd$ 4&929 40,085 P1.835 2.179 R•¥trid•d fwds NalionBI Lottay- Hear Together 8re8k the CJ¢lo Dannys Llne Fullabrts)k CIC Da•ld GYI Jbon¥ TNSI Hendy Foundation John Charfty Trusthouse Charrtable Fcttndati¢)n )rth Dèvon Counseltcrs Bamstaple Town Coundl Grccars Schreier Foundati ForJJs Foundatton 17.338 296 15.530 5.000 51015 169,363) 1&860 (5.lJJO) 12,OXI) p.g40) (6.244) 7.21YJ 1,956 10,(MI 1,15(k 10.¢J)J 11,150) (3W) 3,000 (3,000) 1.932 (94.2Sg 3.848 38A20 50.304 82.375 Tolal funds 94.233 116.094 100 Purposes of unrostrlct•d fid5 Unrethcted funds are u8ed to further th• ¢Jbhc18 of Ihe tharfty. but Are su01 to no re5blrAon8 on ir uso wilhtn these oblecls. Deslgnated funds are used lo cover polenti81 costs if the finds thai it is unat to confjnu8 to opernte (¢essatlon fund) or ara sei aside for other specffi¢ purpoges at ts th8crelton of the trustee8. lorex8mple. the Posleode Local Trustfunding. Pag• 15
North Devon Mental Health S•rvice User5 Forum Note5 to the Flnanclal Statements for Ihe Year Ended 31 December 2025 (Continued) Unrestrlcted grants and d¢nation¥ Turnstyle D•slgn$ are a North Devcfi based manufacturer of luxury door hardware for bespoka and hlgh-end SIdential, commercial and yacht prciects. Thpy strNa wherever Posslble to support local and gNa back to the comrnuntty, which indudes 8 generous arnu81 donation to Clarity towaTd the costs of suppotllng mental heath. PostGgdg L•cal Trust supports smaller ch8riles ènd g(hgd cau$•s in West Oi England lo make a drfferencg lo their c>Jmmunity for thè nefIt of people and planét. Their unrestricted tundiftg ift 2024 is he¥Jing us meèt essentlal stsff costs trruugh 2025 and Irt0 2026. YuRN&YTLE' Devon Community Foundatlon kindly provided o cornmunity grant in 2L124 towards our core expendilucè, funding such essentlal costs as Insurance, professional fees, premises and office costs. WEARE DEVON Purpose$ ol StrIcted Funds 8rgak th8 Cyclo - is an inittaflve funded by North Devon Police lo provid8 counsemtng to reduc8 thg repetitive behawour of I[7VIdUal$ that r8suIts in police at a sm811 amount of resldual fvnding from thr3 fixed term inltiative 15 Garrted loThYard to lendance to inadents. In addition to supporting the individuals concemed, IIN"s Int8r¥ention fraes up pollce time. reduces the need for ott)Èr emergency sarvices and reduces thfr irnpacl on the vitder mmunity. Dannys Llne - an ongoing fundralslng iniliative to provide 8 telephone stsppt seDriee. stsffed by experienced UnSel10TS, to help Indfviduals experiendng 5uicldal thou9hts and intèntton. This rommwiity fvndraised sum is curreThUy held secur# as a restricted Teserve whilg inveslioaUn9 whether thts is delivererable by Clarity. or better sutled to another VCSE ¢Jrganisation. Glbbons Family Trus¢- kindly gavo fundin9 to support our team ofvolunteer ¢ounselloTS in their essentlal work In 2023 into 2024. We provide our volunteers free dinical The Gibbvn: supeNÉslon and also regu18r Ilne managgrnent. peor support, CPD training oppothnities Fomily I ru51 and Iravellng expenses. At Ihe en¢J of 2025 the Irust 81so gen8rou$ty provided funding fop group wtyk8hy In 2026. Fullabrook CIC- is 8 M)rth Devon base£l grant maker that 98ve fijnding that contrtbvled lo v¢luTrleer support Costs lor 2023 into 2024. whlch indudes travel costs. free elnical supervision and supporL or opportunities for tralning. In 2025 th18 CIC kindly funt1ed stsff travel and laptops, in addition io fundralsing banners promoting the chaty. FL,habrook CIC. Hendy Foundatlon - met the costs of mnnfng one of the charit$ twelve-week group8 in 2024. Our therapeutlc groups alm to creale a peer support nthork for the benefiaaries, and involve a %de vari•ty of direct antl indirecl costs induding ofoup facWitator3, group H E N DY deve5opmènt and administration. dlrlcal lead inpuL dinical supeNsion. monitoring 2nd evaluation, as well as venue costs. Page 16
North Devon Mental Health SeFvice Users Forum Notes to the Financial Statements for the Year Ended 31 Docèmbor 2025 (continued) John's Charlty - In 2023 we were fortunate to re1ve funding identified to cover the gnifit¥nt traval costs of the charivs tearn of volunteer Lxuns6llors through 2024 arLd b8yond. Th& grant has bolng used for mllgage #nd parking costs incufr•d. ensurir¥J thel Ihese cruclal volunt8èrs are not financially impaGted by thelr generous support lo the charity. The National L¢>ttery - Hear Together grant commeneéd in 2024 for a period of three yea, VEring the c051s of key personnel, the tharity'$ prèrhi*èS costs and also Its eA)ré busin9ss professional support ttjsts. Thè support of the National Lollery conlnues to be the cx>merslone of lun(Jing for Ih? charlty in the absence of any financlal support from lh& govemmenl, Tru5thouse Charltablg Foundation has yenerously provided funding towards thè ¢ore costs of the tharity. 11 would not be possible lor the charity lo malntaln Its premises and Counseln9 owakions wiihouÉ this financial sup5)0rt. Focus Foundatlon prowded an essenlS81 grant in 2024 to support Claritys group counsellinu throuth ils funding of various workshops fulfilling $p8afic needs in the community. Trusthouse Barnstsplè Town Coundl has oenerously committed lo three years ol furKlirtg for the thaiilws s(gnificant volunteer c¢J81s, aloroside cAher fijnders, which give8 the charity longer term ¢ertainty that w can conlinue to attrÈ¢l ar¥J support our essential volunteRr fx)unsellots. Grocers Charity kindly supported Ctaw In 2024 wlth a grant towards our volunteer costs. covering th8ir travel costs. tree supeN'sion and support, and S[fiC trainin9 needs. Sehrèier Foundat5on gave the charity a gerters gront in 2024 to help wver tho of ,. Tho essential free svpervision for its committed volunieer wun5ellors. This is a valLbabie fofm of '. Schreler support to the team alonde tho m¢ntwng SLWQrt prwded to them by th8 tharity in ' Foulthon their woth wfth clients. Devon Communlty Foundatlon - In 2025 the ft)und8tion kindly provided e$8entlal fundiig towards the ¢harfVs traiThng CAJsls, which we are Committed to providing to oupport and develop our volunleers. EARE 8 Rèlated party tran5actlon$ There We lated party tr8ns8c11or in yoar. Py17