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2020-12-31-accounts

ANNUAL REPORT FOR

THE WORKINGTON AMATEUR OPERATIC SOCIETY YEAR ENDING 2020

Also known as:-

Charity Number 1065045 Address for Correspondence Mrs K White 18 Rannerdale Drive Whitehaven Cumbria CA28 6JZ

The Charity, known herein as the Society, affiliated to the National Operatic and Dramatic Society (N.O.D.A.) was founded in the town of WORKINGTON in 1906.

It is governed by a document known as the RULES approved by the members of the Society At an Extraordinary Meeting on 29 November 1997. These Rules were based on the NODA model set and approved by the Charity Commission of England and Wales.

The persons named below are known by the Society as the Officers and the Management Committee and are the body responsible as the Charity Trustees.

Officers:

Management Committee

Norman Brayton (President) Pauline McGee Graham Hawley Elizabeth Turnbull (Chair) Natasha McKenzie Mark Stilwell Kris White (Secretary) Peter McGuckin Tony McGee Phyllis McGee (Treasurer) Mike Walker (Business Manager) Jenna Walker (Wardrobe Mistress)

1 Aims and Objectives

The Society’s main objectives were to educate our Members in dramatic and operatic Arts and further the development of the public appreciation and taste in the said arts. This was achieved by promoting the works performed during the year and described below.

The Society was organised and managed by the Management Committee and Officers (the Trustees) with constant interaction and full support and dedication of the whole membership. The members met regularly throughout the year to learn and practice in the arts of performing works intended to be of educational value to the public.

The Society contained and operated as an adult portion and a junior portion with full integration as and when required depending upon the works in progress. The Management Committee acted as the constant interface.

For this year the Society presented only one production – Oliver by the Junior Section performed in the Carnegie Theatre, Workington. This production was well received by the General Public.

The Society has its own premises where rehearsals and other activities which included fund raising were carried out.

No Major changes in the Organisation since last year

2 Review of Progress and Achievements

During the year - 4 members should have received their NODA Long Service Awards these were: -

These awards are presented by NODA to mark members’ commitment and dedication to their Society and the Amateur Stage.

4 Junior members received Youth Achievement Badges

Poppy Leece, Oliver Buchanan, Jadzia Smeaton, Laura Brown

The Society has been reviewing its Policies and Procedure during the year and implementing new ones to comply with New Legislation.

3 Review of Financial Affairs and Activities

P roduction Account

The Treasurer reported an excellent year for the Society with all productions being financially successful which helps to ensure the Production Account remains healthy.

In Feburary 2020 the Production of Oliver played to Audiences for all 4 performances making a profit of £ 1,571.18. This is the overall Profit as all stopped due to the Pandemic.

Society Accounts

A profile of £8,783.19 was shown for 2020.

The Treasurer reported that the Society is at present in a healthy position with deposits at the HSBC of £72,457.70

SOCIETY ACCOUNT 2020

INCOME

SUBS 1,865.00
JUNIOR SUBS 1,005.00
RENT 43.00
TUCK 20.00
DONATION 280.00
GRANT ALLERDALE 11,334.00
14,547.00
EXPENDITURE
RENT MCGUCKINS 624.00
WF CLEANING 99.00
WI-FI 396.00
GAS 294.46
E-ON 479.21
UU 886.49
SOCIETY 794.91
QUEEN STREET 150.75
INSURANCE 1,357.12
NODA 185.00
SECRETARIAL 12.87
NODA MEDALS 484.00
INCOME OVER EXPENDITURE 8783.19
14,547.00

EXPENDITURE

Confidential

OLIVER 2020

INCOME

BOX OFFICE 13,001.00
RAFFLE 455.00
PROGRAMME 393.50
COSTUME SPONSOR 460.00
DONATION 50.00
BACKSTAGE RAFFLE 31.00
14,390.50

EXPENDITURE

COSTUMES 1929.06
SCENERY 2250.00
PROPS 200.00
LIGHTING 600.00
SOUND 960.00
PUBLICITY 555.40
PROGRAMME 298.00
BAND 960.00
ROYALITIES 1,810.40
THEATRE 3103.46
GENERAL 153.00
INCOME OVER 1571.18
EXPENDITURE
14,390.50

Confidential

SUMMARY OF ASSETS AND LIABILITIES 2020

Assets Queen St Hall (Valuation 2018) 200,000 Furniture Fixtures & Fittings 10,000 210,000 HSBC Society Account 20,260.67 HSBC Production Account C/F 20,343.21 HSBC MM Account C/F 26,832.17 HSBC 100 DRAW C/F 5,021.65 72,457.70 Liabilities __ Net Assets 282,457,70

Confidential

SUMMARY INCOME AND EXPENDITURE AND BALANCE SHEET

YEAR ENDING 31.12.2020

2020 2020 2019
INCOME EXPENDITURE EXPENDITURE
HSBC SOCIETY ACC 11,477.48
HSBC PRODUCTION ACC 20,963.03
HSBC MM ACCOUNT 26,807.14
HSBC 100 DRAW 4,799.45
64,047.10
SOCIETY INCOME 14,547.00 SOCIETY EXP 5,763.81 5,763.81
OLIVER INCOME 14,390.50 OLIVER EXP 11,980.32 11,980.32
SHREK EXP 2,030.00 1100.00
MY FAIR LADY 500.00
KINKY BOOTS 500.00
HUNCHBACK 500.00
LITTLE MERMAID 500.00 500.00
100 DRAW
900.00
900.00 100 DRAW 677.80 677.80
BANK INTEREST 25.03
HSBC SOCIETY 20,260.67
HSBC PRODUCTION 20,343.21 20,343.21
HSBC MM ACCOUNT 26,832.17 26,832.17
HSBC 100 DRAW 5,021.65 5,021.65
93,909.63 93,909.63

Confidential

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Wo rsri •7 q l-.. a￿<￿￿e(￿r tsp£.- On accounts for the year ended 41 Zozo Charlty no (if any) Set out on pages I report to the trustees on my examination of the accounts of the above charTty {Ihe Trust") for the year ended 3 1 Tr s& Z c5 2 As the tharitys trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charrties Act 2011 ('the Acf). Responsibilities and basis of report I report in ￿SpeCt of my examination of the Trust's accounts carried OLrt 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 oxaminer's statement I have completed my examination. I confinn that no material matters have come to my attention in connection with the examination (other than that disclosed below ") wthich gives me Gause to believe that in, any material respect: the accountiThJ records were not kept in accordan￿ with section 130 of the Charities Act" or the accourrts did not accord with the accounting records", or the accounts did not comply wrth the applicable requirements con￿MIng the form and content of accounts set out in the Charities (Accounts and Reports) R￿ulationS 2008 other than any requirement that the accounts give a Irue and fair, view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. . Please delete the words in the brackets rfthey do not apply. Date: ZI(7( Z>Lc Signed: Name: Relevant professional qualifi&ition{s) or body nJ( ri. Oct 2018

(rf any)". Address: CoLher£44OL4L- Section B Disclosure Only complete If the examiner needs to highlighl matenal matters of cOn￿M (see CC32. Independent examination of charity accounts: directions and guidance for examiners). Give here brlef details of any items that the examinerwishes to disclose. Oct 2018