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2023-03-31-accounts

Registered Charity Number 1065062

UK Centre for the Advancement of Interprofessional Education

REPORT AND ACCOUNTS Year ended 31 March 2023

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UK Centre for the Advancement of Interprofessional Education (CAIPE)

REPORT AND ACCOUNTS

Contents Contents Page
1. Charity Incorporated Organisation 3
2. The Co-Chair Report 4
3. The Trustees’ Strategy Priority Group Reports 5
4. Workshops Corporate Forums and Key Note Talks 11
5. The Journal of Interprofessional Care 12
6. UK Regional and International Activity 12
7. CAIPE Membership 13
8. Financial Position & Treasurer’s Report 14
9. Statement of Trustees Responsibilities 16
10. The Independent Examiner's report 17
11. Statement of Financial Activities 18
12. The Balance Sheet 19
13. Notes to the accounts 20

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UK Centre for the Advancement of Interprofessional Education

1. CHARITABLE INCORPORATED ORGANISATION (CIO)

Joint Chair Elizabeth Anderson and Angela Lennox Leadership Team Pat Bluteau Sharon Buckley Dawne Gurbutt Susanne Lindqvist Treasurer Pat Bluteau Trustees Juanjo Beunza Sharon Buckley Amira Chaudhry Laura Chalmers Linda Eyre Alison Machin (resigned: 16[th] June 2022) Nichola Mclarnon Melissa Owens Vikki Park Suzy Plows Emma Pope Alison Power Chris Sanders Emma Smith Andreas Xyrichis

Contact Information CAIPE Administrator E: admin@caipe.org W: www.CAIPE.org

Independent Examiner Mrs. Sarah A Smith MSc. BSc. FCCA. FCIE. Temple House 8 Main Street Cold Overton Oakham LEICS LE15 7QA

Bankers Lloyds TSB 25 Castle Grove, Portchester Fareham PORTSMOUTH PO16 9NY

Charity Registration Charity Registration Number 1065062 Governing Document CIO - Association, 20 May 2020

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2. THE CO-CHAIR REPORT (on behalf of the Trustees)

Professor Elizabeth Anderson and Dr Angela Lennox, Co-Chair, CAIPE.

Progressing the CAIPE strategy has formed the focus of this year’s activities, and this began with a successful CAIPE board away day in January 2023. The strategy has seen a realignment of board members into strategy priority groups which align with their skills set and interests, with a consideration for how CAIPE can meaningfully access the voice of students and patients as we shape our direction of travel. In addition, we have looked afresh at our website, agreeing to make our research papers and guidance documents accessible to all while retaining a CAIPE member’s area. The marketing team is reflecting on how to design interactive webpage on the benefits of CAIPE membership.

New and old relationships continue to grow as we seek support to realise the aims of the strategy. Following alignment with the Point of Care Foundation and guest speaker Laura Golding at our 2022 AGM, CAIPE has worked in the Midlands region to oversee the launch of thirteen Universities who are working together to deliver interprofessional Schwartz rounds to pre-registration students. Similarly, last year’s keynote address by Professor Jeremy Howick was followed by the launch of The Centre for Empathetic Healthcare, University of Leicester, in April 2023; CAIPE now has strong alliances to work with both centres. The Royal Society of Medicine continues to work with CAIPE in the delivery of the John Horder award.

External alliances continue with NHS England, and we are working more closely to help NHSE to deliver national workshops to support the development of interprofessional learning at both pre-and-post registration for all those who work in the field of obstetrics and neonatology.

Internationally, CAIPE continues to strengthen its work with interprofessional. Global and InterprofessionalResearch.Global. Seeking to propel policy on interprofessional education for better interprofessional working remains a global imperative. Members of CAIPE support these international alliances travelling and speaking in different countries and reaching out using on-line technologies.

Finally, while CAIPE reviews our award system for students and professionals who progress the field of interprofessional education and practice, this year we were delighted to learn that CAIPE received the United States Nexus Centre 2023 Pioneer Award. This was given with special recognition for the ground-breaking contributions made by Professor Hugh Barr, President of CAIPE. Professor Barr has been a leader in the field of Interprofessional Education over many decades - few have made a greater contribution to the field of interprofessional education.

We wish to thank the CAIPE Leadership Team for their ongoing expertise and support, including the overarching leadership of our President Professor Hugh Barr.

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3. THE TRUSTEES STRATEGY PRIORITY GROUP REPORTS

A. FACULTY DEVELOPMENT GROUP

This group is co-chaired by Alison Power and Melissa Owens and is a new group, created out of the CAIPE Strategy (2022-2027).

The Strategy identifies the priorities for the Faculty Development Group to: ‘support higher education institutions and other educational organisations through departmental, curriculum and assessment guidance’. It has 4 priorities which are to: 1. Facilitate the understanding, interpretation, and implementation of CAIPE Standards for interprofessional education;

  1. Clarify the skill set required of the interprofessional educator;

  2. Create guides for the curriculum and interprofessional course and;

  3. Provide guidance on assessment strategies for interprofessional education.

Part of the work of this group, therefore, relies on the completion of the work of the ‘Standard Setting’ working group, who are working to develop standards for best practice in interprofessional education. Therefore, for this coming year we are focusing on priority 3: create guides for curriculum and interprofessional course structure. With this in mind, in the coming year we aim to:

B. RESEARCH

The CAIPE research subgroup formed during the COVID-19 pandemic between 20212023, comprising perspectives from six countries (Scotland, England, Philippines, Austria, Qatar, Sri Lanka). Twenty-four group members included interprofessional academics, researchers, students, a service user, with a practice case study from two midwives.

The subgroup’s purpose was to collaboratively reflect on and analyse empirical experiences of adapting and sustaining interprofessional education and collaborative practice (IPECP) during the pandemic. Members valued opportunities to work together and learn, to advance interprofessional education (IPE). Subgroup members developed and disseminated conceptual and theoretical knowledge through journal publications, conferences, and social media.

The IPE series of eight peer-reviewed papers, published in the British Journal of Midwifery, considers lessons learned from emergency remote teaching during the pandemic, using case studies to offer unique, rich, empirical data. The series deliberates the historical context of IPE and the pandemic’s impact, exploring concepts of IPE and emergency remote teaching with online learning. Students’, academics’, and service users’ experiences are explored, considering assessment for interprofessional learning and practice-based learning. The series consolidates lessons learned, reflects on the practice impact with a midwifery case study, and offers key considerations and recommendations to inform future IPECP. 5

Evidence, legislation, policy, and theory are integral to the publications. The forced redesign of pedagogy and use of technology simultaneously emphasised the importance of collaboration and interprofessional learning in education and practice, with the need to evaluate IPECP provision. Emerging evidence is explored with theory, such as Edelbring’s (2010) threefold framework of learning, core learning design principles (the 3Ps: presage, process, product), and Rolfe et al.’s (2001) reflective model. Policy was considered regarding calls for IPECP from the World Health Organisation and in UK National Reports. Regarding legislation, the papers contemplate the impact on UK professional statutory regulatory bodies for health and social care professions.

To globally disseminate the CAIPE subgroup work, two international virtual presentations have been given at Interprofessional. Global Cafés and two presentations were delivered at the ATBH XI Conference in Doha, Qatar in November 2023 sharing lessons learned from the publication series and exploring experiences of writing as a global interprofessional group.

The CAIPE Research subgroup illustrates how international academics, students, service users, researchers and practitioners can collaborate effectively to learn together, sharing knowledge and practice, within the global interprofessional community through analysis and evaluation of authentic experiences.

Evidence of Impact

The CAIPE Research Experience Subgroup has impacted the global field of IPECP, including education, practice involving service user partnership and sharing practitioner experiences, development of subgroup members and IPECP scholars, with the potential policy impact recognised.

The CAIPE Research Experience Subgroup published eight peer-reviewed articles; these are widely cited and disseminated across social media. Following the ATBH Conference, four international presentations have been delivered.

The IPE series has over 50 citations, and the paper published in September 2023 offers potential for increased impact from those reading, using, and citing the publications (Table 1). Citing authors are from 17 countries: England, Republic of Ireland, Scotland, USA, Germany, Canada, South Africa, India, Sweden, Australia, Israel, Indonesia, Japan, New Zealand, China, Saudi Arabia, and Portugal, and from various professions including nurses, doctors, midwives, operating department practitioners, pharmacists, psychologists, and counsellors. In addition to peer-reviewed articles, citations include an international report, doctoral and master's theses, a book chapter and in nonhealthcare fields, e.g., business administration and economics, computing and mathematical science, university education and school education. This demonstrates the value and significant international impact with diverse professions, from different countries, engaging with and citing papers from the series.

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Table 1: Citations

----- Start of picture text -----
Paper DOI Link Citations
1 https://doi.org/10.12968/bjom.2021.29.11.648 13
2 https://doi.org/10.12968/bjom.2021.29.12.699 16
3 https://doi.org/10.12968/bjom.2022.30.1.47 8
4 https://doi.org/10.12968/bjom.2022.30.4.222 6
5 https://doi.org/10.12968/bjom.2022.30.6.333 6
6 https://doi.org/10.12968/bjom.2022.30.10.572 3
7 https://doi.org/10.12968/bjom.2023.31.2.104 1
8 https://doi.org/10.12968/bjom.2023.31.9.519 0
TOTAL 53
----- End of picture text -----

Impact is illustrated with examples of knowledge mobilisation through Interprofessional. Global (IP.Global) and InterprofessionalResearch.Global (IPR.Global).

IPR.Global, the global network for interprofessional research, included the CAIPE Research Experience Subgroup work within their e-book report: https://interprofessionalresearch.global/ipecp-in-post-covid-era-joint-discussionpaper/ . They disseminated key findings from the first paper in an IPR.Global Pearl, using an infographic to highlight pedagogy, practice, and policy in a website blog, shared across social media.

Subgroup members have presented two virtual presentations at IP. Global Cafés to international audiences.

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Practice and educational impact can be demonstrated through subgroup collaboration with students, service users and practitioners. The work has potential to influence policy with inclusion in a doctoral dissertation relating to Non-Governmental Organization and Non-Profit Organization impact on education policy in Ghana, and the BJM editor noted the importance of our series considering digital healthcare and equality of access https://doi.org/10.12968/bjom.2022.30.4.185

Subgroup members have been impacted by writing in global groups, leading papers, through reflection, evaluation, reviewing literature, and presenting. This has increased networking, collaboration, confidence, informing IPECP activity in and outside of members organisations.

As an international interprofessional subgroup, the ethos was to share experiences, learning with, from and about each other in an authentic, inclusive, equitable and collaborative way. Members worked as a community of practice with shared values aligned to the philosophy of IPECP and through dissemination are impacting the global field of IPECP.

C. COMMUNICATIONS & MARKETING GROUP

Members: Suzy Plows, (Board Member), Emma Beale (CAIPE Administrator), Richard Pitt (CAIPE Associate) and Bob Hutchinson (CAIPE Associate).

The Communications and Marketing Team during the last year has continued in supporting Emma Beale to manage, develop and update the CAIPE website. Suzy Plows assisted by Richard Pitt have continued to develop the website further in accordance with the CAIPE 2022-2027 Strategy. In particular the four Priority Groups of: Research; Standard Setting; Faculty Development; and Translation of Evidence into Practice. This provided opportunity for Emma Beale to focus on maintaining and uploading CAIPE Events; Documents; Policies and administration of memberships.

The Team continued to promote CAIPE and Global Interprofessional Education and Collaborative Practice activity and events through social media (see below).

Social Media: Facebook 392 followers; Instagram Followers 54 /Following 37; Twitter Followers 2,270 /Following 933; LinkedIn Followers 254.

The CAIPE Communications & Marketing Team has continued to work towards its objectives:

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Interprofessional. Global Café Presentations :

Suzy and Richard represent CAIPE on the Interprofessional. Global Café Planning Group and support the selection, planning, organisation, delivery and moderation of monthly IP.G Café’s with other global IPECP representatives. The purpose of the Global Cafés is to encourage and support the exchange of knowledge and experiences in the global community of Interprofessional Education and Collaborative Practice. Global Cafés are held monthly, usually with a format of two 10-minute presentations followed by 20 minutes of interactive discussion. (see https://interprofessional.global/global-cafes/).

Previous Global Café Presentations:

 Interprofessional Approaches to Alzheimer’s and Dental Education & Establishment of Yenepoya Dental Education Unit (Yen-DEU), An Interprofessional Approach – 26 October 2022 View

Updates from the Interprofessional Education Collaborative (IPEC):

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Other Events

With CAIPE sponsoring the conference Suzy Plows, Richard Pitt and Emma Beal provided a CAIPE Stand at the 3rd International Congress of Health Workforce Education and Research which took place at the new Centre for Student Life in Cardiff, Wales on Tuesday 27 to Thursday 29 June 2023 .

Congress Theme: "Learning Together for Clinical Excellence"

Keynote Presentations:

1. Prof. Josie Fraser (Deputy Vice-Chancellor, Open University, United Kingdom)

Prof. Fraser has multiple years of experience within healthcare education. She is Deputy Vice Chancellor at the Open University (UK) and a member of the INHWE Advisory Board. As Deputy Vice-Chancellor, Josie provides oversight and leadership on behalf of the Vice-Chancellor, to the academic domain of the University. She provides significant support in developing and delivering the University's academic strategy and also ensures the effectiveness and appropriateness of pedagogy such that curriculum, tuition and student experience are fully integrated and applied consistently across the institution.

Josie has been an advocate for team-based learning (TBL) and interprofessional education in healthcare. TBL is a highly structured “flipped classroom” teaching method that solves common challenges encountered in healthcare education. Josie argues that using TBL as a way to facilitate interprofessional education creates enquiring students, who are able to study information independently outside of the classroom and can then use that information to solve scientific or clinical problems with their colleagues, creatively. Keynote Presentation: The potential of TBL for IPE

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2. Prof. Elizabeth Johnson (Dean at the School of Medicine, European University Cyprus, Cyprus)

Prof. Johnson has vast experience in medical education. She was previously Professor of Anatomy at the National & Kapodistrian University of Athens and Associate Professor of Anatomy-Histology-Embryology at Ioannina University and research fellow at the NIH. While at the NIH she had a joint position at the National Institute of Child Health and Mental Health. Johnson was trained in Functional Neuroanatomy at Cornell, Functional Neuroanatomy and Psychoneuroendocrinology at Maryland, and post-doctoral training in Molecular/Chemical Neuroanatomy at the NIH.

Prof. Johnson has focused her research in the field of neurosciences and in particular it is marked by both a multi-level (in-vivo, in-situ and in-vitro), as well as a multidisciplinary approach aimed at addressing the structure and function of the nervous system. Since moving to EUC She has strived to increase the internationalization of the Medical School by increasing international collaboration and opening a Frankfurt Branch which offers students the opportunity to pursue the EUC MD degree in Germany.

Themes include:

Final Programme AoME/ INHWE 2023

Learning Together for Clinical Excellence 2023Abstracts Book.pdf

4. WORKSHOPS, CORPORATE FORUMS AND KEYNOTE TALKS

Workshops: CAIPE continues to be invited to support Universities in developing strategies for interprofessional education.

As Higher Education Institutions seek reassurances on how to develop interprofessional competencies for their undergraduate and postgraduate level learners, as required by Professional Regulatory Bodies, CAIPE has delivered workshops in:

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Corporate Forums: These offer Universities an opportunity to celebrate good practice and encourage new members to learn more about what is happening in their own university and in nearby Higher Education Institutions. These have been run at:

Keynote Talks: CAIPE was asked to deliver the keynote address:

5. THE JOURNAL OF INTERPROFESSIONAL CARE (JIC)

- The official journal of CAIPE

The Journal of Interprofessional Care is now widely regarded as the premier venue for scholarship on interprofessional education and collaborative practice. With an impact factor of 2.7, it is firmly among the top journals in the Health Policy and Systems category. Moreover, with a CiteScore of 4.5, it is in the top quartile of journals in the General Medicine category.

First published in 1986, the journal has seen steady growth year-on-year in both its readership and impact over the past few decades. It now processes over a thousand manuscripts and has over 700,000 downloads annually. The journal's focus on strengthening health professions education and systems for healthcare is increasingly relevant amidst ongoing and recent calls from the World Health Organisation for collaborative practice-ready health workers to ensure coordinated and efficient healthcare delivery centred around service user and community needs.

Looking forward, the Journal of Interprofessional Care is poised to further increase its reach and influence as interprofessional education and collaborative practice continue to gain prominence worldwide as key vehicles for health equity, safety, and quality personcentred care. The journal provides an important platform to share knowledge, foster dialogue, and promote evidence-based practices to enhance collaboration across professions in healthcare.

6. UK REGIONAL AND INTERNATIONAL ACTIVITY

THE JOHN HORDER AWARD

After an initial slow trickle of entries, we had a number of excellent submissions and hotly contested team and student prizes for this year. The team awards for 2023 went to worthy winners: Sarah O’Hare’s team at Queens University in Belfast was an international collaborative effort involving academic input from Ulster University in Londonderry and also the University of Oulu, Finland. This involved interprofessional

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in situ simulation training around paediatric emergencies in primary care. An excellent report and presentation, putting theory into practice and evidence of outcomes both in the simulation training and then in an actual case where the team could use their skills learnt for direct patient care. At the end I wondered whether this could be rolled out more widely, and why haven’t we thought of this before? It really was quite extraordinary and a clear paradigm for how we should deliver team-based training to deliver best patient centred care.

The student awards had a number of exceptional high quality entries, with the award going to : Alexandra Cardoso and Kinan Wihba of Imperial College London. An extremely well written and researched report, weaving their experience of the value of community-based organisations in healthcare alongside evidence and theory. This was clearly a rich educational experience for the students. They got to grips with issues around funding and resource in trying to deliver community-based interventions for those most in need of them. I reflected that the student award really injects a different sort of energy and perspective into the event, as well as hope in shaping reflective health professionals of the future.

The event was hosted by the RSM at their excellent conference facilities in Wimpole Street in London. As ever the associated primary care education conference had interesting and thought-provoking sessions to benefit from, alongside dinner afterwards and the opportunity to chat to the winners, judges and conference attendees. Personally, I think I obtained almost a years’ worth of CPD from the presentations beforehand, with the editor of the BMJ giving research awards updates in a very concise manner alongside pictures of his ultra running on a windswept Scottish hillside. I reflected a lot of healthcare professionals have slightly over the top hobbies or exercise routines. Probably necessary to keep working in practice… (I have since booked to ride Lands’ End to John O’Groats in 9 days as a fund raiser – wish me luck…)

Overall, the awards went very well once again and I am very grateful to everyone involved, especially Emma Beal for co-ordinating everything so well, and to Liz, Paquita and the RSM team for all their input including judging, presenting and hosting. Some tweaks and a bit more marketing and we will be good to go for next year!

7. CAIPE MEMBERSHIP

CAIPE is primarily a membership organisation, and membership fees contribute to the majority of the annual income. Membership fees remain unchanged but will be reviewed annually.

Our present annual membership costs are as follows:

Individual membership including JIC £ 95
Corporate membership including JIC £1,600
Corporate membership not including JIC £ 850
Student membership £ 10
Service user and carer membership £ 5

A priority for CAIPE is to raise awareness of the work of CAIPE and as a result attract new members. We are pleased to announce that throughout the year our membership has grown and as of 1[st] September 2023, we have:

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Student Membership 283 Service users and carers 17 Individual Members 56 Corporate Members 30 (which includes 1,036 sponsored log-ins accessible through the corporate body)

We would like to warmly welcome the following new corporate members:

Associacao Educacional De Ciencias Da Educacao, Brazil Northampton General Hospital NHS Trust

8. FINANCIAL POSITION & TREASURER’S REPORT

In 2022/23 our financial position has remained healthy. During this year a clearer structure for the dissemination of our financial status has been implemented. This allows board members greater clarity and increases their understanding of how funds are being spent. This greater transparency is essential to comply with the requirements of the Charity Commission

There were surpluses on ordinary activities of £18,242 (2022: £13,999). Membership income has increased from £31,758 (2022) to £35,289 this year, but remains lower than the average of the 3 previous financial years of £41,376.

Total reserves carried forward at 31 March 2023 were £160,895. Expenditure has remained steady this year at £26,174, (2022: £27,951), as new, efficient and cost-effective ways of meeting and collaborating electronically have now become embedded along with faceto-face events where they can provide an enhanced experience.

The trustees are confident that the reserves are sufficient to secure the future of CAIPE and enable further investment in membership activities.

The trustees are satisfied that the financial position will enable them to meet all financial obligations as they fall due for at least 12 months from the AGM in November 2023, as required by charity regulations, and best practice.

Risk Assessment and Public Benefit

The risks to the organisation, both internal and external are kept under constant review by the trustees. The guidance issued by the Charity Commission regarding public benefit has been considered by the trustees and is taken into account in decision making.

At the time of writing the longer-term effects of economic uncertainty caused by the global pandemic and two wars are unknown. The bulk of the membership fees are from UK Higher Education Institutions, which may experience income contraction for the foreseeable future.

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In mitigation of a drop in income CAIPE holds unrestricted reserves of £160,859, which the trustees feel is satisfactory to provide for any future loss of income and invest in the future of IPE. Of the total unrestricted reserve, £34,329 has been designated by the trustees for work reported under “Funded Projects” on page 17 and there is a reconciliation of remaining balances on page 18. These represent the unspent balance of grants already received.

Reserves and Investment Policy

This year has seen the introduction of a reserves policy and guide which is a timely addition to CAIPE policy portfolio and has consolidated our approach to the expectations of the Charity Commission in the management of the charity’s reserves by:

Acting in the interests of CAIPE and its beneficiaries Protecting and safeguarding the assets of their charity Acting with reasonable care and skill Ensuring the charity is accountable

At 31 March 2023, CAIPE had cash at bank balances of £162,581. There are 2 deposit accounts at Lloyds bank. A balance of £10,033 and £101,662. The latter is bearing interest at 0.7% which is a significant increase on previous rates which were below 0.1% historically. The remaining balance is held on a current account. The trustees are therefore able to access funds as required, whilst maintaining core reserves separately.

In 2023/24 the treasurer will facilitate the transfer our existing funds from the current provider to accounts supported by the CAF Charity Banking Service https://www.cafonline.org/caf-bank. This will enable efficient and ethical returns on CAIPE investment whilst improving the return on CAIPE’s investments whilst maintaining the values of CAIPE.

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Statement of Trustees Responsibilities

The individuals listed on the charity Information page are trustees for the purpose of charity law.

Charity law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the CIO as at the end of the financial year and of the surplus or deficit of the charity for the year.

In preparing those financial statements the Board is required to: -

The trustees are responsible for keeping accounting records which disclose with reasonable accuracy at any time the financial position of the CIO and to enable them to ensure that the accounts comply with the Charity SORP. They are also responsible for safeguarding the assets of the CIO and hence for taking reasonable steps for the prevention of fraud and other irregularities.

The trustees are also responsible for the contents of the trustees' report, and the responsibility of the examiner in relation to the trustees' report is limited to examining the report and ensuring that, on the face of the report, there are no inconsistencies with the figures disclosed in the financial statements.

So far as the trustees are aware, there is no material information, of which the company's examiners are unaware.

For and on behalf of the trustees:

Elizabeth Anderson 16 November 2023 Joint Chair

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3. THE INDEPENDENT EXAMINER’S REPORT

UK Centre for the Advancement of Interprofessional Education (CAIPE)Independent Examination

Independent Examiner's report to the trustees of CAIPE on the accounts of the Charity for the year ended 31 March 2023

I report to the charity trustees on my examination of the accounts of the CIO, CAIPE for the year ended 31 March 2023.

Responsibilities and basis of report

As the charity trustees of the CIO, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011, ("the Act").

I report in respect of my examination of the CIO's accounts as carried out under s145 of the Act. In carrying out my examination I have followed the 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 matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept as required by section 130 of the Act; or

  2. the accounts do not accord with those records.

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 enable a proper understanding of the accounts to be reached.

Sarah A Smith MSc. BSc. (HONS). FCCA.FCIE.

8, Main Street Cold Overton Oakham LEICS LE15 7QA

16 November 2023

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UK Centre for the Advancement of Interprofessional Education (CAIPE) Statement of Financial Activities

For the Financial Year:

1 April 2022 to 31 March 2023
Income from:
Members subscriptions
Gift aid
Consultancy and Workshops
John Horder Award
Bank Interest
Publication sales and royalties
Total
Expenditure on:
Raising Funds:_Web site maintenance
_Charitable activities
CAIPE Events and Meetings
Scholarships and Awards: John Horder
Publications
CAIPE Workshops
Funded Projects
Governance and Administration
Secretarial incl. post and stationery
AGM and Board meetings
Marketing and Communications
Accounting services
Independent examination
Storage Unit
Bank Charges
Total
Net income/(expenditure)
Total Funds Brought Forward
Total Funds Carried Forward		 Unrestricted
Funds
Restricted
Funds
Total
Funds
Total
Funds
2023
2023
2023
2022
£
£
£
£
35,289
-
35,289
31,758
361
-
361
537
7,493
-
7,493
8,571
500
-
500
500
211
-
211
11
562
-
562
573
44,416
0
44,416
41,950
3,299
3,299
2,556
1,126
-
1,126 2,271
872
-
872
800
1,782
-
1,782
2,494
0
-
0
750
0
-
0 73
3,780
0
3,780
6,388
10,068
-
10,068 11,236
3,646
-
3,646 4,343
1,727
1,727
0
1,296
-
1,296
1,100
390
-
390 360
1,884
-
1,884 1,884
84
-
84 84
19,095
0
19,095
19,007
26,174
0
26,174
27,951
18,242
0
18,242

13,999
142,653
0
142,653

128,654
160,895
0
160,895

142,653

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UK Centre for the Advancement of Interprofessional Education (CAIPE)

Balance Sheet

as at 31 March 2023

The assets and liabilities of the charity:
Notes
Current Assets
Cash at bank and in hand
Total Current Assets
Creditors
amounts due within one year
7
Net Current assets
Total assets less current liabilities
NET ASSETS
The funds of the charity:
Unrestricted Income Funds
Designated Funds
11
TOTAL UNRESTRICTED FUNDS
Restricted income funds
TOTAL RESTRICTED FUNDS
TOTAL CHARITY FUNDS		 2023
£
£
162,581
162,581
1,686
160,895
160,895
160,895
126,566
34,329
160,859
0
160,859		 2022
£
144,303
144,303
1,650		 2022
£
144,303
144,303
1,650		 £
142,653
142,653
142,653
108,324
34,329
142,653
0
142,653

Elizabeth Anderson and Angela Lennox Joint Chair Approved by the trustees on 16 November 2023 The notes on pages 20-24 form an integral part of these accounts

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UK Centre for the Advancement of Interprofessional Education (CAIPE) Notes to the Accounts

For the year ended, 31 March 2023

1. Accounting Policies

Basis of preparation of the accounts

The financial statements have been prepared on a going concern basis, under the historical cost convention and in accordance with FRS 102 as modified by the Statement of Recommended Practice for Accounting and Reporting issued by the Charity Commissioners for England & Wales, effective Jan 2015, and within the provisions of the Charities Act 2011.

The particular accounting policies adopted are set out below.

Incoming Resources

Incoming resources are accounted for on a receivable basis where the amount is quantifiable, where legal entitlement has been established and where the receipt of funds is probable. Income will be deferred where appropriate.

In accordance with the Statement of Recommended Practice for Accounting and Reporting (effective Jan 2015) issued by the Charity Commissioners for England & Wales grants received in advance and specified by the donor as relating to specific accounting periods or alternatively which are subject to conditions which are still to be met, and which are outside the control of the charity or where it is uncertain whether the conditions can or will be met, are deferred on an accruals basis to the period to which they relate. Such deferrals are shown in the notes to the accounts and the sums involved are shown as creditors in the accounts

Investment Income

Bank interest received is included on an actual receipts’ basis.

Resources Expended

Costs are recognised as soon as a legal obligation can be quantified and the trustees consider that crystallisation of the cost is probable.

The policy for including items within the relevant activity of categories of resources expended is that the direct costs of providing services to members; publications, training events and associated travel and other expenses are shown as being the costs of charitable activities.

All other costs are the indirect costs of running the charity and are shown as governance and management and administration. Specific statutory governance costs are shown separately from other administration costs.

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UK Centre for the Advancement of Interprofessional Education (CAIPE) Notes to the Accounts (continued) For the year ended, 31 March 2023

Fixed assets and depreciation

All tangible fixed assets, except freehold land and buildings, are stated at cost less depreciation. Freehold land and buildings, where held, are stated at a valuation arrived at by a professionally qualified firm of valuers, who valued the assets on the basis of open market value in current use. Items of less than £500 are not capitalised. In this Financial year, there are no fixed assets, and no depreciation charge. Depreciation would have been provided at appropriate rates in order to write off the assets (less their expected residual value) over their estimated useful economic lives.

Taxation

As a registered charity, the company is exempt from income tax to the extent that its income and gains are applicable to charitable purposes only. Value Added Tax is not recoverable by the company, and is therefore included in the relevant costs in the Statement of Financial Activities.

Fund’s structure policy

The charity maintains a General Unrestricted Fund which represents funds which are expendable at the discretion of the trustees in furtherance of the objects of the charity. Such funds may be held in order to finance both working capital and capital investment.

Restricted Funds may be provided, from time to time, to the charity for particular purposes, and it is the policy of the board of trustees to carefully the monitor the application of those funds in accordance with the restrictions placed upon them.

Designated Funds are those unrestricted income funds applied by direction of the trustees for a specific purpose (s).

2 Going Concern

The charity is able to pay its liabilities as they fall due, has no significant contingent liabilities or post balance sheet events that contradict this view and has sufficient reserves to operate for at least 12 months from the signature date of these accounts.

3 Winding up or dissolution of the charity

If upon winding up or dissolution of the charity there remain any assets, after the satisfaction of all debts and liabilities, the assets represented by the accumulated fund shall be transferred to some other charitable body or bodies having similar objects to the charity.

21

UK Centre for the Advancement of Interprofessional Education (CAIPE)
Notes to the Accounts
(continued)
For the year ended,
31 March 2023
2023
4 Surplus for the financial year:
£
This is stated after crediting:
Revenue turnover from ordinary activities
44,416
and after charging:
Independent Examiners fees
390
2023
£
5 Events
CAIPE Events and Meetings
External Meeting Attendance: Away Day
998
Working groups: promotions
0
Corporate Forums
128
Executive and Task Groups
0
Sub total
1,126
CAIPE Workshops
Universities: Nicosia Limerick and HK
0
Melbourne University
0
0
Funded Projects
IBE/VBP
0
HEE (Scoping, South and Midlands)
0
Sub total
0
6 Investment Income
2023
£
Bank deposit interest paid
211
2023
7 Creditors: amounts falling due within one year.
£
Trade creditors
(2023) Accountancy and IE
(2023 2024) Company Secretarial
1,470
216
1,686		 2022
£
41,950
360
2022
£
0
96
2,175
0
2,271
750
0
750
0
73
73
2022
£
11
2022
£
1,460
190
1,650

22

UK Centre for the Advancement of Interprofessional Education (CAIPE) Notes to the Accounts (continued) For the year ended, 31 March 2023

8
Profit and Loss Account
At 31 March 2022
Surplus (Deficit) for the year
At 31 March 2023		 2023
£
142,653
18,242
160,895		 2022
£
128,654
13,999
142,653

9 Trustees remuneration and expenses.

There were no professional fees paid to trustees in 2023.

In 2022 Fees of £250 were paid to S Joseph and £500 to A Xyrichis.

In addition, a total of £1,267 (2022, £3,757 to 8 trustees) was paid to 6 trustees for travel accommodation and subsistence being a refund of out-of-pocket expenses for attendance at meetings and events.

There were no other related party transactions (2022: nil)

10 Restricted Funds

There are no restricted funds at 31 March 2023

11 Movement on Designated Funds

Opening Balance
Income
Expenditure
Closing Balance
31 March 2023		 HEE Scoping HEE South HEE
IPE/VBP
Project
Project
Midlands
18,050
12,146
180
3,953
0
0
0
0
0
0 0
0
34,329
18,050
12,146
180
3,953

12 Liability on winding up the CIO

If the CIO is wound up, the members of the CIO have no liability to contribute to its assets and no personal responsibility for settling its debts and liabilities.

23

UK Centre for the Advancement of Interprofessional Education (CAIPE) Notes to the Accounts (continued) For the year ended, 31 March 2023

13 Comparative table:

2022 Statement of Financial Activities , showing the analysis of funds

2022 Statement of Financial Activities, showing the analysis of funds 2022 Statement of Financial Activities, showing the analysis of funds 2022 Statement of Financial Activities, showing the analysis of funds
Unrestricted
Funds
Restri
cted
Funds
Total
Funds
2022
£
2022
£
2022
£
Income from:
Incoming resources from generated funds
Members subscriptions
31,758
31,758
Gift Aid
537
537
Grant: Health Education England
0
0
Donations
0
0
Consultancy and Workshops
8,571
8,571
Miscellaneous Income
500
500
Bank Interest
11
11
Publication sales and royalties
573
573
Total
41,950
0
41,950
Expenditure on:
Raising funds
Website/ fundraising
3,256
3,256
3,256
0
3,256
Charitable activities
CAIPE Events and Meetings
2,271
2,271
Scholarships and Awards: John Horder
800
800
Publications
2,494
2,494
CAIPE Workshops
750
750
Funded Projects
73
73
6,388
0
6,388
Governance and Administration
Secretarial incl post and stationery
10,536
10,536
AGM and Board Meetings
4,343
4,343
Accounting services
1,100
1,100
Independent examination
360
360
Storage Unit
1,884
1,884
Bank charges
84
84
18,307
0
18,307
Total
27,951
0
27,951
Net income/(expenditure)
13,999
0
13,999








27,951
13,999

24