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2023-08-31-accounts

Chair’s Report 2022/23

22nd November 2023

Introduction

At Shoreham Village Pre-School, we pride ourselves in providing a happy, secure yet stimulating environment for your children. Our location within the school ground and in the village community mean we are able to access fantastic resources such as Speller’s Wood where we provide our "fun in the woods" sessions and the children become involved with all sorts of aspects of village life like the Village Fete.

We would like to thank the amazing team, from Mrs Michelle, who puts her heart and soul into the Pre-School, superbly supported by her team, Ms Helen and Miss Chelsey. Our children love them , remember the and learn so much in their early year within their care.

As a charity we rely on the generosity of time and efforts from a wide range of volunteers, including the Pre-School Committee. My thanks go out to the Pre-School Committee members and all those parents, carers and community members, in addition, who have given their time to fix things, donate things, and do things to support the Pre-School. At a challenging time for all early years care settings, we must make the most of having such a great community around us. Thank you.

Highlights of the year 2022-23

It’s been a good year, with several fundraising activities, some significant repairs and improvements within the Pre-School but no staffing changes.

Key highlights:

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Financial overview

You can find detailed information in the Treasurer’s report. Key figures in summary:

Key challenges this year

Plans for 2023-4

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Looking to the year ahead we discussed the need to attract more children to join PreSchool. There were suggestions of advertising in the Monday morning Baby Group at the village hall as well as putting a poster up at Spring House, where many mother and baby classes take place. (Action – Stephanie Dennehy)

We also agreed to set up a Facebook page for Pre-School, again to try to attract potential families and expand enrolment.

There are several fundraising events planned for the year ahead, with the aim of funding new bikes and trikes, supporting on-going repairs and maintenance and additional play area equipment. This includes Shoreham Pre-School co-organising the Shoreham Village Fete June 2024.

Committee appointments 2023/4

All vital roles are currently filled and confirmed they were happy to continue in role for the year ahead.

Chair – Sarah Fraser

Treasurer – Dan Chaplin

Secretary – Rhianna Watts

Committee member – Stephanie Dennehy

AOB – none

Final words

In my first year as Chair it has been a pleasure to support the amazing team at PreSchool. Funding is always going to be challenging for a small village Pre-School setting such as ours, but we have a great reputation, for good reason, and play an

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essential role at the heart of the village. Raising money and ensuring we continue with a steady stream of enrolment will be important. With the support from parents and carers and others in the community, we can continue to keep this wonderful setting that gives our children such a nourishing start in their learning journey.

Sarah Fraser

Shoreham Village Pre-School Committee Chair

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Balance Sheet

Shoreham Village PreSchool As at 31 August 2023

31 AUG 2023 31 AUG 2023
Fixed Assets
Tangible Assets
Equipment - Sizeable Toys
678.91
Fixtures and fittings
6,910.86
Less Accumulated Depreciation on Equipment - Sizeable Toys
(403.91)
Less Accumulated Depreciation on Fixtures and fittings
(4,243.05)
Less Accumulated Depreciation on Office Equipment
(1,377.97)
Less Accumulated Depreciation on Playground fittings
(34,201.55)
Office Equipment
2,279.01
Playground fittings
35,644.00
Total Tangible Assets
5,286.30
Total Fixed Assets
5,286.30
Current Assets
Cash at bank and in hand
GBP PayPal
260.39
Lloyds - Business Instant
10,273.32
Lloyds - Treasurers account
5,148.99
Total Cash at bank and in hand
15,682.70
Accounts Receivable
1,130.50
Prepayments
1,329.12
Suspense - Paypal Control a/c
143.94
Total Current Assets
18,286.26
Creditors: amounts falling due withinone year
Accruals
1,195.62
PAYE and NIC Payable
500.87
Wages Payable - Payroll
0.20
Total Creditors: amounts falling due within one year
1,696.69
Net Current Assets (Liabilities)
16,589.57
Total Assets less Current Liabilities
21,875.87
Net Assets
21,875.87
Capital and Reserves
Current Year Earnings
2,907.27
Retained Earnings
18,968.60
Total Capital and Reserves
21,875.87

15 Aug 2024 Page 1 of 1

Balance Sheet Shoreham Village PreSchool

Profit and Loss

Shoreham Village PreSchool For the year ended 31 August 2023

Profit and Loss
Shoreham Village PreSchool
For the year ended 31 August 2023
2023
Turnover
Fundraising - Other 997.35
Grants and Donations 53.00
KCC Funding - Extended 7,876.11
KCC Funding - FF2 4,805.67
KCC Funding - Universal 33,664.16
Parental Fee Payments 26,174.04
Parental Snack Income 1,590.46
Uniform Sales 195.00
Total Turnover 75,355.79
Gross Profit 75,355.79
Administrative Costs
Audit & Accountancy fees 842.40
Bank Fees 212.95
Cleaning 1,721.54
Depreciation Expense 1,609.51
Equipment and consumables 3,776.70
Insurance 440.54
Interest Paid (54.07)
Light, Power, Heating 1,827.50
Miscellaneous purchases 149.78
Pensions Costs 991.68
Rent 398.54
Salaries 58,307.41
Snack purchases 857.14
Staff Training 493.00
Subscriptions 452.58
Telephone & Internet 421.32
Total Administrative Costs 72,448.52
Operating Profit 2,907.27
Profit on Ordinary Activities Before Taxation 2,907.27
Profit after Taxation 2,907.27

Profit and Loss Shoreham Village PreSchool

15 Aug 2024 Page 1 of 1

Shoreham Village Preschool Office

From: Rhianna Watts Sent: 21 October 2024 19:24 To: Shoreham Village Preschool Office Cc: Daniel Chaplin; Sarah Fraser; Michelle Philbrick Subject: Re: finances 2022-2023 Hello Yes sure. Thanks

Do we want to use the finances to generate a business / finance plan to help moving forward - set a budget for different areas of spending / set aside £ for maintenance / a sinking fund etc?

May help work out % of spending going to each area and a rough idea of what comes in year on year etc. Bw

Rhianna

Sent from my iPhone

On 19 Oct 2024, at 16:09, Shoreham Village Preschool Office wrote:

Hello again, just looking to get this finalised.

Rhianna – are you ok with the explanations on the items you’d flagged? Sarah – could you share your chairs report? Thanks, Dan

From: Daniel Chaplin Sent: 03 October 2024 13:22

To: Rhianna Watts; Shoreham Village Preschool Office; Sarah Fraser ; Michelle Philbrick Subject: RE: finances 2022-2023

Hi Rhianna, thanks for a thorough review again, I’ve gone through the red items in the sheet and an explanation for each is below:

  1. On the main expenditure discrepancy around salaries, pensions and HMRC, due to the way these are reported the three overall should align as the HMRC costs are withing the 814 salaries code and the pensions shown on the accounts is the employer contributions whereas the amount transferred to NEST includes employee contributions which we debit at source. In addition there is approx. £500 accrued against this HMRC as the payment for this was made in the following financial year, this then balances out these amounts.

  2. On bank charges – these are the PayPal transaction costs and are charged against each transaction, these are only seen on the PayPal statement so there is not an invoice/bill for these.

  3. Interest paid – this is actually a credit from the interest on our savings account so again no invoice/bill.

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  5. The item showing as miscellaneous mainly covers the hire of the village hall.

  6. On the yellow items this looks to be how costs have been split across various invoices for snack, cleaning and equipment in your review vs. the accounts themselves.

Hope all that makes sense, let me know if any other queries.

Sarah – could I get a copy of your chairs report for September 2023 and then I can get all this uploaded to the charity commission.

Thanks, Dan

From: Rhianna Watts Sent: 01 October 2024 16:04 To: Shoreham Village Preschool Office; Sarah Fraser; Michelle Philbrick Subject: finances 2022-2023

Hi all,

Apologies for the delay with this - I have been through the finances for 2022-2023 and I think they look okay. As with the last lot, I generated a spreadsheet to sort so assuming the relatively minor differences in overall figures reflect errors in allocating invoices etc to areas.

Dan - would you mind checking it over to see if it makes sense to you. I have highlighted the differences in yellow again. I think it is okay to be submitted if you can make sense of the minor differences, and everyone is in agreement.

Best wishes Rhianna

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