WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIMITED BY GUARANTEE HAVING NO SHARE CAPITAL)
Independent
ADVOCACY
EMPOW6rinS people to lead fulfillirtg lives
Charity Registration No. 1082961
Company Registration No. 3942462 (England and Wales)
WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
(A Company Limited by Guarantee having no share capita4
TRUSTEES, REPORT AND ACCOUNTS
Year ended 31 March 2023
*ACI(MRDD*
A11
14112r2023
COMPANIES HOUSE
15

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIMITED BY GUARANTEE HAVING NO SHARE CAPITAL)
LEGAL AND ADMINISTRATIVE INFORMATION
rustees
Mr P Anthony
Mr N Parker
Mrs M Hanlon
Mr Z Hussein
Chris Bain
Rob Taylor
dam Britten
t￿ Chairman (acting Chair) resigned 26 September 2022
Resigned 5th April 2023
Resigned 22 May 2023
Resigned 22 September 2022
Resigned 31 May 2023
Resigned 12 June 2023
Patron
Hon Jeremy Wright KC MP
Senior Management
Mr S Cottingham
hief Executive OffI￿r Redundancy on 2 Dec 2022
rMLee
perations Manager
1082961
Charrty number..
ompany number..
942462
Principal address-
- 6 Congreve Walk
Bedworth
V12 8LY
Registered office:
- 6 Congreve Walk
edworth
V12 8LY
Independent
Examiner:
regg Olner
Harrison Beale & Owen Limited
Highdown House
11 Highdown Road
Leamington Spa
V31 1XT

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
(A COMPANY LIMITED BY GUARANTEE HAVING NO SHARE CAPITAL)
ccountants
inlings
Printer's Yard.
Oa The Broadway,
Imbledon SW19 1 RD
Bankers:
arclays Bank plc
8150 The Parade
Leamington Spa
V32 4DD
Solicitors:
Lodders Solicitors
Number Ten Elm Court
rden Street
trafford upon Avon
arwickshire
V37 6PA

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIMITED BY GUARANTEE HAVING NO SHARE CAPITAL)
CONTENTS
Page
Introduction
Ourpurposes, stnicture, govemance and management of our
organisation
Trustees review of the year, Trustees. report
5-10
Statement of Trustees. responsibilities
10
Independent examiner's report
Statement of financial activities
12
Balance sheet
13
Statement of cash flows
14
Notes to the accounts
15-23

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIMITED B Y GUARANTEE HAVING NO SHARE CAPITAL
Introduction
The Trustees are pleased to present their annual ieport and accounls for the year ending 31 March
2023. These have been prepared to meet the requirements for a Directots. report and accounts for
the purposes of the Companies Acts.
The financial statements comply with the Charilies Act 2011. the Companies Act 2006, the
Memorandum and Articles of Association. and Accounting and Reporting by Charities.. Slalemenl of
Recommended Practice applicable lo chafilies preparing their accounts in accordance with the
Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021. The Financial
Reporting Standard came into effect from 1 January 2019.
Our purposes
The Objects of the Company are sel oul in its Memorandum of Association. The Objects for which the
Company is established are lo be effected wilhin the Unile(l Kingdom I'The area of BenefiY'I and are
to promote the ￿lief of persons residing in the Area of Benefit being persons in need of such relief by
reasons of age, illness, physical disability, sensory disability, mental distress, learning disabilities or
other disadvantages by developing. SUPF)Orting, promoting and providing a variety of advocacy,
representslion, appointee and other services to such people to enable them to manage their affairs in
a way which will improve their overall quality of life and lo promote such other charitable purposes as
may be beneficial lo such persons.
Detail is provided in this rewrt on the ways in which the Charity has supported the achievement of its
purposes through varied activities during the financial year. Having reviewed the level of publi¢ benefit
and social impact provided by the Charity as identffjed in these Obl￿ts and Aclivilie5 during the year
the trustees are satisfied that the Charity meels the condrtions sel out in the guidance provided by the
Charity Commission.
Structure. governance and management of the oryanisation
Warwickshire Independent Advocacy Alliance (the Company) is a company limited by guarantee.
formed in March 2000, adopted by Speeial Resolutson in January 2001 and by way of Written
Resolution in June 2011. The Company is a registered charity, govemed by its Memorandum and
Articles of Association.
The Board of Trustees administers the charity. The Board has been tr￿eting monthly throughout the
year whilst our Iruslee numbers have not been sufficienl for the normal bi-monthly meetings and the
normal work of subcommittee's covering Human Resources, and Finance and Audit which previously
mel bi-monthly has been handled al the board meeb"ngs. A Chief Executive was appointed by the
Trustees lo manage the day-to-day operab.ons of the charity. but the post was made redundant in
December 2022.

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
{A COMPANY LIMITED BY GUARANTEE HAVING NO SHARE CAPITAL)
The Trustees report".
The Trustees continue lo support the charity to become increasingty Community focused. The
continued reduction in funding Opportunities. due to the pandemic has rneant further focus on cost
control and reduction. We have used our reserves this year to conbnue to invest in fvndraising and
changing the organisalion lo be more flexible for the future_
Highlights during the year include the following=
Outputs and Outcomes
During the year we directly supported over 500 people across W3rwi¢kshire, Solihull and Coventry
and indireclly over 1700 people. professionals and organisations.
Our work and the individual outcomes we achieve for people we work with cover income and financial
inclusion, mental health and physical well-being. maintaining employment through timely support and
helping people connect to their Community.
We work Closely with members of our target communrties to help them lo help themselves in ways
that they determine.
The Advoeaey Hub
There are many people whose individual circumstances preclude them from being able lo take part
fully in important discussions that they themselves are the subject of. Disabiltty and cognitive
impaimienl in particular, present barriers to understsnding and engaging with the often complicated
pro￿sseS that can result in life changing consequences. Our advocacy service aims to support each
individual lo exercise as much control over their lives as possible. We worked with 223 people in our
advocacy servi￿5 during the year.
Independent Advocacy is partnered with Solihull Action through Advocacy lo deliver
"Solihull First Advocacy from 2019 until 2024. We deliver the following Slatulory Advocacy SeNices
in Solihull..
Stalutory IMHA seThices under thè Mental Heallh Act 2007.
Community Peer Support. We provide mental well-being.peer support groups" These peer
support groups will be assisting individuals with their own support planning (so they can go on
to support olhefs) and in building Confiden￿ and community inclusion.
Care Act Advocacy contract for Mental Health Sernce use￿. We provide assessment
support and review referrals from Mental Health Social Workers as per the guidelines under
the use of Independent Advocacy in the Care Act 2014.
NHS Complaints Advocacy. Support for people Io false concerns they may have about their
Irealrnenl. or that of a family member, through the NHS complaints procedure. The aim is for
speedy local resolution. Assistsnce can be given in referring complaints lo the Ombudsman.
IMCA - Independent Mental Capacity Advocales work with clients where a decision needs lo
be made around long term accommodation 01 serious medical treat￿Ent but a client lacks the
apacily to do so_
As well as our statutory work in Solihull we also deliver the following advocacy in both Solihull and
further afield..
Community Deprivation of Liberty Orders (DOLS) - Advocates work with clients who are living
in the community who are subject to restrictions around their ability to leave their
accommodation unaccompanied due to coneems about their capacity.
Relevantpaid represèntative- These advocates work with clients who are in a care or nursing
home. They visit the client and liaise with Iheii care providers lo ensure that their libety is not
being overly restricted.

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
{A COMPANY LIMITED BY GUARANTEE HAVING NO SHARE CAPITAL)
Parental (Child protection advoGacyJ - Advocates Wotk with clients who are Involved in the
child protection process. They attend rneelings with OT on behaw of clients including court
hearings. Our advocate5 also liaise with social wotkers to help clients express their wishe5
and feelings and understand their righ15. This is funded by spot purchase and is not restricted
to a geographic area.
Private advocacy- We occasionalty get requests from individuals who cannot acce5S
advocacy from other sources lo attend meets"ng5 or undertake work for them as spot
purchase. This service is not limited lo a geographic area.
Nearest relative- The nearest relative is a person or organisat￿n who has certain
responsibilities and powers if you are detained in hospital under the Mental Health Act. These
include the right to inf0m￿￿on and lo discharge in some situations.
The Money Hub
The Money Hub provided a Corporate Appointee Service for FEople within Warwickshire. Solihull.
Coventry, Northamplonshire, LeI￿Ster. Birmingham and Lincolnshire throughout the year.
Corporate Appointee means that we are aulhorised by the Department for Work and Pensions lo
manage benefits on behalf of people who do not have the Capacity lo do so themselves. The service
protects people's benefits and ensures that they are able to spend them as they wish within a set
budget and also safeguards against financial abuse. During the year our Corporate Appointee service
worked with 196 clients. safeguarding their benefits and managing their finances.
The Communlty Hub
Be¢Jworth Community Comer.
The Bedworth Community Corner and Charity Shop offers good quality iterns at well below the normal
retail prices and Is stocked from donations from the surrounding communty. The Comer also offers a
meeting place for people lo have a drink and chal The community is also welcome to come in and
discuss their problems with trained staff and find solub.ons to Iheii issues or are signposted lo a more
relevant organisation. The Corner has hosted several events inclLTrding a mental health self help group
arts group. The Corner also engages volunteers lo help in the shop and offers intemships to pupils
from a local special needs college.

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIMITED BY GUARANTEE HAVING NO SHARE CAPITALI
Governance
Recruitment and appointment of Board of Trustees
The Directr)rs of the Company are also Charity Trustees for the purpose of Charity Law and under the
Company's Articles ale also members of the Company. Under the requirements of the Memorandum
and Articles of Association al each Annual General Meeling one third of directors stsnd down on a
rotation basis after which they can be re-elected.
The Trustees, who are also the directors for the purwse of company law, who served during the year,
Mr P Anthony
I￿ Chairman {a¢b"ng Chairl resigned 26 September 2022
esigned 5th April 2023
esigned 22 May 2023
esigned 22 September 2022
Mr N Parker
Mrs M Hanlon
r Z Hussein
hris Bain
ob Taylor
dam Britten
Resigned 31 May 2023
Resigned 12 June 2023
Trustees are briefed by stsff members on the work they do by briefings al Boa¥d meetings. which
ensures that Trustees are kept up-l¢>date wtth the chanty's work.
Risk Management
The Board of Tnjstees has undertaken a review of the major risks lo which the charity is exposed. A
Risk Register has been established and is formally reviewed by the Board annually or if there are
material changes in the charrty's operating environment. Where appropriate. systems or procedures
have been established to mikn9ate Ihe risks the Charity faces.
Systems of internal control and delegaled authority are in place wilh robust PrO￿dU￿$ for
aulhorisation of all Iransaclions. The organisalion ensures that policies and prwedures are in place
and that training is delivered to ensure compliance wrth health and Safety of staff, volunteers and
clients. All procedure5 and policies are reviewed regularly to er)sure they continue to reflect best
practice and remain relevant.
Quality A55urance
In addition lo using the QPM for qualty in Advocacy Services, Service User feedback is a key part of
our quality assurance and the Charity is further devebping opportunities for service user engagement.
Flnanclal Review
The Company made a deficit of £15,102 in the financial year- in comparison to last yearfs deficit of
£51.514.
Warwickshire Independent Advocacy again showed a dekit in operations during this financial year
due lo difficulties in securing income. The board continues to monilor finances very closely and relain
our designated reserves to a prudent level.

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIMITED BY GUARANTEE HAVING NO SHARE CAPITALI
Principal Funding Sources
The principal funding sources are Solihull Metropolitan Borough Council via SATA. Warwickshire
County Council, Coventry Cty Council and Orbit. We have a range of smaller funds from various
trLJsls, individuals and events.
Reserves Policy
The Reserves Policy has been sel to ensu￿..
Reserves are maintained al a level. which ensures our company core actNity could continue
during a period of unforeseen difficulty by retaining funds to Cover our long-tenn liabilities and
enable six months operation al redU￿d running costs.
Maintain a proportion of reserves in a readily realisable form to meet liabilib'es including
redundancy payments and commitments lo stsff. partners and creditors should the charity cease
to operate.
Investfflent Policy
The Trustees have wide powers of investment The investmenl policy of the Trustees is lo protect all
capital sums held by prudent investment. Consequently, surplus funds are normally held as short-term
deposits in the money market with the Charity's bank or invested in temi deposit accounts.
Funds held on behalf of otheKs
Warwickshire Independent Advocacy Allian￿ has custody of £2.917.834. being held on behalf of
Appointeeship clients. These funds are held in a designated client account. and do not form part of
the Charity's assets.
Fundraising Policy
Warwickshire Inde￿ndent Advocacy Alliance actively fundraises for ils work. We do not envisage
substantially using third party suppliers bul we are involving volunteers.
Data Protection
wa￿lC￿shire Independent Advocacy Allian￿ takes data protection very seriously We have a clear
Privacy Policy, Data Protecli)n Policy. Confidentiality Policy and Data Processing Statement. We
already use Charity Log, a Cloud-based secure case management system ft)r all our client records.

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIIJIITED BY GUARANTEE HAVING NO SHAFIE CAPITALI
Staiement 01 TTu$tees' Responsibllities
The Truslees (who are also directors ol Warwickshire lrnyependent Aokncacy AllIar￿ lor the
Purposes of company lawl are responsible lor preparing Ihe Truslees. ReKK)rt a￿1 linaneial stalemenls
in accoidance with applicable law and United Kingdom Acceptaj Accwnt¥ig Standard5 (United
Kingdorn Genwally A¢eépted Accounting Pracltce).
Company law rgquires the Truslees to wepaTe ffinanual stalemenls for each finarKial year which give
a true and laii view ol the slale of affairs of the Gharttable company arKI ol rls incoming resources arKJ
applicaiion tsf resources. incluthng the income expe￿Illure. ol ihe charitable company lor the
yeai.
In preparing these fina￿la1 slalefflents. Ihe Trusteès are requ￿r￿1 lo:
selecl suitsble accounting p￿￿e$ and then ath them Cor￿lS1entty'.
observe the melhcmts and princi￿eS in the Charili8s SORP"
make judgrllenis and estimates that are reasonabk and prudent..
slale whether UK Accounting Stsndards have been followed. SLI)je¢l to any maleykal
departures (fisclosed and explained in the financi￿ statements.. and
prepare the linancial slaternents on the going concern basis unless it is inappropriate lo presume
that the Charity wll continLre in opeiation.
The Tru51Èes are responthle lof kew'twJ proper accrNJnh"ng reccfjd5 that di%bsÈ reas￿ab]e
accuracy at any time the finarKial posiDon of the charitable company and which enable Ihem to
ensuie that the fina￿1￿ stalements comply with Ihe Companies Act 2006. They are also
rèsponsible lor safeguarding the assets ol the charitatde company arKI hence lor taking ￿asonable
sleps lor the preveniion and deie¢tion ol fraud and other Irregularit￿9.
In so far as the Twslees are aware".
There is ￿ rèlèvant autht information ol wh￿h Ihe charitable company's auditor is unaware.. and
The Trustee5 have taken all appropriate an(1 reasonablè sieps lo make Ihernsefves aware ol any
fdevant audrt inlormation and to eslablish that Ihe auditor is aware ol that information and has
access to JI relevant records to lomi a reaSona￿e opinion on the Financi& Statements.
Apwoved by ihe Board ol Trustees arKI sign&J on rt$ behall by..
hrls Barn
Kavita 88¢hada
Fayaz Rahman
Date:
61IL IL.4
io

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIMITED BY GUARANTEE HAVING NO SHARE CAPITAL)
Independent Examiner's Reportto the members of Warwickshire Independent Advoca¢y
Alliance I'the Company'l
I report lo the charity trustees on my examinat￿￿ of the accounts of the Company for the year ended
31 March 2023
Responsibilities and basis of report
As the charity's trustees of the Company land also its directors for the purposes of company lawl you
are responsible for the preparation of the accounts in accordance with the requirements of the
Companies Act 20061'the 20C6 ACVI.
Having satisfied myseLf that the accounts of the Company are not required to be audited under Part
16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination
of your charity's accounts as carried out under Section 145 of the Charities Act 2011 I'lhe 2011 Acl'l.
In carying out my examination I have followed the Directions given by the Charity Commission under
Section 145151 (bl of the 2011 Act.
Independent examinerfs statement
Since your charty's gross income exceeded £250,000 your examiner musl be a member of a listed
body. I can confirm that l am qualified to undertake the examination because l am a memter of the
InslitLtle of Chartered Accountants in England and Wales. which is one of the listed bodies.
I have completed my examination. I confimi that no matters have coffe to my atter¢I￿n in connection
with the examination giving me cause to believe-
accounting records were not kept in respect of the Company as required by Section 386 of the
2006 Acl. or
the accounts do not accord wlh those records., or
the accounts do not comply wlh the a￿UntIng requirements of Sect￿1n 3￿ of the 2006 Act
other than any requirement that the accounts give a true and fair view which is not 8 matter
considered as part of an independent examination., or
the accounts have not been prepared in accordance with the methods and principles of the
Statement of Recommended Practice for accounting and repothng by charities (applicable to
Charities preparing their accounts in accordance with the Financial Reporting Stsndard
applicable in the UK and Republic of Ireland {FRS 1021}.
I have no concerns and have come across no other matters in conneclH)n with the examination to
which attention should be down in this report in order to enable a proper understanding of the
accounts to be reached.
Gregg Olner MPhil BA (Hon51 FCA
Harrison Beale & Owen Limited
Chartered Accountants
Highdown House
11 Highdown Road
Leamington Spa
Warwickshire
CV31 1XT
Oated 6 De￿mber 2023
li

WAR￿CKs￿lRE INDEPÉNDENT ADVOCACY ALUAN¢E
IA COMPANY LIMITED BY GVARANTEE HAVING NO SHARE WITALI
STATEMENT OF FINANCIAL ACTIWTIES
FOR THE YEAR ENDED 31 MARCH 2023
Unrestricied
Funds
Ro$tTi¢tod
Fund5
Total
2023
Totsl
2022
Note&
Inc
Donaiions. Legac￿$ 8 Gran15
InveslN*nl Incoffle
470
1.284
470
1.284
521
1.754
1.754
S21
Income Irom Ch*itabk At*
77.033
240.749
317.782
339,084
Total Income
78.787
240.749
319.536
339.605
ExpgndltLtv• on Chariiabts ActNit1•5
cornm￿￿ & Leanwt¥J PbJb
Advocacy Hub
Money Hub
Goveménce Hub
45.422
123.880
45.422
123,880
95.431
69.905
52.196
125.586
107.924
105.413
8.751
Total Expfrn(litLrre on CharilalAe Act4¥it
78.656
255.982
334.638
391.119
Net Incomlng Resources before Tran5fevs
115.2331
115.102)
151.5141
Transfe1$ ￿l￿￿en fi￿$
15.233
15.233
Not Mo¥8meni th Funds
115.1Q2)
115,1021
151,5141
Fund Balanc*¥ 1stAprll 2022
99.958
99.958
151.472
Fund B•lan¢es at 31s1 March 2023
04.856
84,856
99,968
Th8 Stalernent of financial actmlios inrknde5 al gains 3TrJ ID5ses rpEcgrM5ed ￿ the year. Al income arvj expeThYiture derive from
continuing activil￿s.
12

WAHWKKSHIRE INDEPENDEKf ADVOCACY AWANCE
{ACOMPANY LNITED BYtyJARApnEÈ HAVWIG 1KISH￿IE CAP￿ALl
$AL￿cE SHEET
A$AT31ST MARQI 2
Flx¢dA390ts
TanKl￿e a￿8
3.437
Curreni Aswls
12
13
.578
47.￿1
72.STJ
I￿.427
¢redltors". •TrJwtslalkn9duewithAI
oneyear
14
118.21•
123.
96,521
T•t•lAl&tislès¥ Curr¢ni
N¥1 *3ye
Funds olth•Ch*ity
16
95.115
18
Toial ¢hahty
la} lhalt￿O c4rnpanykeers a¢f37￿Iry 306 and387ol
and ibl wepanry l1wK￿l sthrements *dchgThe a trL* a*lf&rvywof th*st4t84Y anwrs ofitre¢x)rw&s arts 01
>*¥arn*ofits bssl(Ygxh finaro¥ aG(udaru**h b)èrw￿lI%0tseCi￿TrS394
e4mF*ry. The rthsonmes 19*26 itym wtof1tr*5e xctXYdS
I Iz)83
ChrfsB4
R•hwn

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIAWCE
IA COMPANY LIMITED BY GUARANTEE HAVItiG NO SHARE CAPITAL)
STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED 31ST MARCH 2023
2023
C4sh (used Inl I Prgvide¥ tsy Opgrating AtUvities
23
14.5381
165.3071
Cash Flows from Investing AebTrities
Interest Income
1.284
Pur(*ase of TaTrJ￿e Fixel Assets
11,470)
11.367)
Cash used in In*￿strn9 Activities
{186)
11.36T)
Inr*ea5e IDecreasel ￿ C85h 8 Cash Equpi*nts Year
14,7241
ie6.6741
Cash & Cash Ewiv*ents at Ihe Bty"Mry ollhe Ye
72.573
139,247
Total fash & Cash Equlvalents atth¢ End of Y•ar
67.849
72,573
Cash & ¢ash Equlval*nts
The am(NJnls disdosed in Ihe C8sh Flfm &atsme￿ n re¥*ct of the cash aTrJ cash a￿ ￿ ￿$pett ofthese
Balance sf*et amtyJnls'.
Yearwded 31 March 2023
31.3.23
1.4.22
Cath & C#5h equivaknl$
Yearended 31 Ma￿h 2022
31.3.32
1.4.21
Cash & Cash equivaknt5
139 247
14

WARWICKSHIRE INDEPEIIDENT ADVOCACY ALLthNce
IA COMPANY LIMITED BY GUARANYEE HAVING 140 SHARE CAPtrAL)
NOTES TO THE A¢COUNrs
FOR THeYEAR ENDED 31ST MARCM 2023
Ac¢¢)untiTrg Pdkl•s
$4kmenL8Wea$ftd￿yrt".
1.1 Bas1$ olPrnparthon
P￿le9 awlrcaJiè pwari￿ Ine* atttwrtts itl *ilh VÈ Rewmbry for¥wt#we UK
and Re￿bI￿ rrflieL3nd (FRS 1021 letlé(tre 1 J•)uary 201#)-{Chati￿S SORP IFRS 104}. Fwi¥ ReptytwYJ
applica￿* In the UK and Rewbkfrflrthnd (FRS 1021 and the ￿6. I￿l￿￿jentAd¥0t3CyA￿r
meEt5 the defin*on ota Wt4Kben2fiI￿fytyuTr*FRS 102 Assetsand Iklt4it*s are inWw*sed at Ns92ficalcostor
1.Z InCr￿Ing Res0￿ree5
Inwme 1$ reco9￿$e￿ u) In wlwth the rJwtyi5 to i* reas(¥itOI8
IntDme i% deferr8fj ￿(*￿ty ￿￿mI¥4 loit
VduntaryinGL¥ne ￿ recehtd byvffj olgrants. (th3bOnS￿d gifts infidl ntr*Stat￿1￿Fm3￿4al Acti¥ths
feterrf8bie. Gwts. *thWeenbUwT￿l ￿ TrJto)Idithx*ontheLWrffjda char*. ai? iec¥JBr45ed ¥•then
rfjht to trs ils twfrymarte.
Forlegaoes. enbuerneniis taken as the eatheiof
a l thed*e Ihe w*tthat Pd•s been w¥rted".
b l the est¥te has fin3li5ed ￿ nobfKalKhi ba5tew LThe exwJMs)to ¥*Tnxlthata be mJd2",ty
¢1 vtherna 11st￿tr￿10￿ is recwyed the e51ate.
en olthEexerJJtofsinteni*Jl to ma*ea*Jtht￿b0n ¥yheJele9￿S fA¥e tste￿ Mtif*J iothecharity. orthe tharityis a¥rJre
ofthe 9rantyng w wobale. and IneLrtwa forirKLre ￿cl¥r￿ have rnt teoi rrt lwJary¢5tre￿ as a l￿￿￿e￿I3&S￿l
and d4¢1%¢d Wm•*ri81.
1.3 ResOu￿e5 expended
An ewdrfvre Ls ￿u￿ted f¢r¢n an¥¢tsuais bays ¥tKf has ￿en (a¥SsiWL¥thhea&rKJ5Ul¥￿J￿￿8le al (%6ts rd¥tsd tothe
category Wheieco¥s¢anw bethreuty toparbudart*ws. v* Thava •hibes M a bas1$￿st¢ni
%*ith Ihe use Orresou￿5. P￿rnISeS3￿$0If￿casts have Lttn abxaiell ona W$ol us4e. ¢0SL% o19er*raiw bJnd5 compl￿e the
tosis a$￿￿ted wilh aitiacbng voknitary Ch￿talle exper￿rtu￿ th05ea75ts ir0Jr￿d by thpcharitytyi delivery
rfs a¢)￿DeS setvthsfor I1￿￿e5 both c05bthatLxn ￿*b￿led￿re￿￿1j SLKhactshitie5 and Ywet4S160f
an1Tr1irect na￿1& nACèS8aryt¢ svppm ww.
theaudil lees and the ￿￿Ls1•￿e￿I0 the c4ts¢wdy.
1.4 Tar#Jible fjxed assetsaThd Oepr¢clatlo
Twwjltle f￿8￿¥s$e￿4¥te ststeo £5CQare Defft41￿V6 wtrdO*Jair8*S
calcuktod on a str8vaM t**b)￿l￿o•thQU￿l resK**l oft￿ asseiiAwis ewied usehjl as
fc4loths.'
fftlrss &equ4¥nent
o*attsbleumpaiyin an KthFondpntyaJrrini#faiEd knj. F¢yat4efA£6.36Sty theyear ha￿ teen Chargès￿ Ihe
stslernelllo1f￿3r￿al aC￿￿512022." £7.6341. The ¥￿<40S{2022. £1.857) and ￿ sh54￿7
￿edito[5.
1.6 Fund A¢¢¢vnbry
G&ier*fundsare Unres1rd&lfw￿**th￿￿aea¥aaa￿1Etyts￿ attsith¥uebJ)rftr*tywieesknfi*the￿￿O[the
Objects￿3 ollhe Ch￿tr.
Desiwaled furf3 have￿￿ de5ignaied tythebwlee5fora ¥eukpL¥PXe.
by the chanty torparfKAAarkvpose5. Thecostofrni*ThJ *¥U)$tthe¥etsklu￿S
15

WARWI¢KSHIRE WDEPENDENT ADVOCACY ALLLANCE
IACOMPANY LIMITED BY GUARANTEE HAMNG NOSIiARE CAPIT*U
NOTES TOTHE AcC￿JNTs ICONTINUEDI
FC¥I THE YEAR EIIDEO 31STWIReH 2023
1.7 0￿rating
Renta￿41¢ payatle In theopralmwj riSkgc4trA¥*rshipmThpiwth the *S6or¥￿rv¢h&ryed ts)
ststÈrnèntdf FinanthalPth¥es al
1.8 D*bLOrt
Trade and Qiherdekns aTrrewgr•5¢d4th•ut*Tr￿ PreptrJmerfsAre ￿￿￿al thearnourt prepaldanw
4LtOunt tsl anytraJ• thstI>Jntsd￿.
l.$ CaBh at bank4￿￿ in hand
Ca%h * bankandcash hi han6lidLthsc45h strThitemil¥wtyb4￿d a 5PrfMtm&bJritydtyweenw￿th¥QrlesS the
acou￿0￿ orotenirq DfthedtW*i ut
1.10 Creditorsano prOviSitlhS
Totrl
202
Incarn• from DaTr•bans, LogaE6pJ& Grarts
2023
2022
DOnati￿ra4nd tslts
470
470
521
470
470
521
Fur
Funds
T¢)tsl
3 Inve#bnert Ineortbt
UnmtA¢ied ReJtrfGt•d
Fyr
Fund•
2023
zozJ
Totsl
202)
4 Inc¢m•from
022
Cornmu￿ty & Leernlw HLé*
Ad¥cw
Money Hub
Fund￿5&7#
25.847
2.1Ta
Z9.1riJ
14ll.377
71.272
69.733
142.5S5
129.327
91$
139
119
n.oyj
240.749
317.782
339.084
16

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIMITED BY GUARANTEE HAVING NO SHARE CAPITALI
NOTES TO THE ACCOUNTS ICONTINUEOI
FOR THE YEAR ENDED 31ST MAR¢H 2023
Total EX￿ndItUr•
Staff
Costs
ther
Costs
Total
2023
Total
2022
Expenditu￿ on Chavitable Activib•s
Cornmuni
& Learnin
Activit￿S vndertaken direclty
Supporf cosls
43,639
1,783
45,422
51,842
354
Total Community & Le•mlng Hub
43.639
1.7
45.422
52,196
Advo¢a¢ Hub
AClivi￿e$ uNJertaken direci
Support costs
113.226
10.653
123.879
125,436
150
Total AdvoGacy Hub
113.226
10.654
123.8eo
125.586
Mone
ivilie5 un(SertakeTh (trecty
SuptK)rt ¢05ts
95.431
95,431
107,924
Total Money Hub
95.431
95.431
107.924
Govoman¢e Hub
Activities undertaken (firecty
Support costs
476
69,328
577
69,328
11,201
94.212
Totsl GoYomanc• Hub
69,804
69.>J5
105,413
TOTAL EXPENDITURE
252,397
82,241
391,119
1(K)% of Corrmunrty & Leamry expethwe. 1(fft ofpthocaof Hub expe￿i￿￿e aTrJ 91% ofmoney expenditur8
re13tes to Reslriraed FurKIs.
17

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIMITED BY GUARANTEE HAVING NO SHARE CAPITAL}
NOTES TO THE ACCOUNTS ICONTINUEDI
FOR THE YEAR ENDED 31ST MARCH 2023
fj ACti￿ti#$ Undertoken Dlw¢tty
2023
2022
Comrnvn
Leamin
Other Costs ¢ompr
Travel. Trainirs & Re¢Nthient
Volunteer expense5
Hub
1,390
393
1,734
136
1,763
1,870
Advoc
Hub
Other costs cornprise
Travel. Training & RecJvi¢ment
10.653
5.599
Other ¢os¢s comprise
Travel, TrainiThJ & Recruitment
3,239
Governar￿ Mub
Othercos15 cornpfT5e
Travel, Training & Ret¥uthent
429
47
1,922
476
1.922
18

WARWICKSHIAE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIMITED BY GUARANTEE HAVIPIG NO SHARE CAPITALI
NOTES TO THE ACCOUNTS ICONTINUEDI
FQR THE YEAR ENDED J1ST MARCH 202J
7 Support Costs
Advou¢
Hub
hlon
Hub
GovÈrnan¢o
Hub
Total
2023
Totsi
2022
Loarnin
Hub
P￿miSeS Costs
orrice Costs
l>JvemancB Cr6ts
29,776
23.546
16.otfj
30.166
35.079
29.469
23.546
16.W
69.328
69,329
94,716
202
2022
GovernarKe C05ts constst of..
Auditors Remuneraiw)n
Legal & Professional Fe¢$
Trustee5 Meetsng
Bank Charges
subscript￿ns
Web site
Fundr**ng Costs
2,130
3.516
22.716
537
587
336
7fM)
1,518
840
1 894
16.ot
29,469
8 Twstets
NoTrustee retri￿ IW￿nerab)n wexF*ws the)tweThJed 31* March 2023(2￿22.. rMD.
9 Numb•rol Employ•e*
ThÈ averdBÈ rnanthtynumberolwyw findLwJw p3rtlhTrl
2022
Chartsb￿￿ti￿o8S
12
10 Employmet)tCo$lg
Wage5 8 Sthes
SKial Security Costs
Other pension Cc6ts
compensati￿ Paymt
222.451
14.248
6.365
9.327
259.232
16.9D7
7.634
252.397
283.773
Th*e *erÈ nu ernplw*e5wlme remunuatimwas £60.ri)D (￿rr￿. Thekw rnanagvn￿t rwsonnd c(wdered lo bB ￿ CEO. Head of
F￿arte & Operations Managet. Theemployee ￿￿fi¢stOla1￿f83.477 P022-£46.2931.
Durir4the Year0￿ m8de r*Jund*)t8ThJ the chw [*￿n￿lts w) lth of nt** and r•JuTrlwKy*tslling £9.32712022.
19

WARWICKSHIRE INDEPENOENT ADVOCACY ALUANCE
IA COMPANY UMITED BY GUARANTEE HAVING NO SHARE CAPITAU
NOTES TO THE ACCOUNTS ICONTINUEDI
FOR THE YEAR ENDED 31ST MARCH 2023
11 Tangible FIX￿ Assets
Flxbjres.
Frtungs &
Equlpmenl
¢05t
At 1s1 Apii 2022
Additions
DispDSals
36.555
1.470
Al 31st Marth 2023
38,025
D&prec4atlo
At 1st Aprl 2022
Charge f￿ the Year
Di5P05als
33,118
2,259
Al 3151 Mar¢h 2023
35,377
Net book value
At 31st March 2023
2.648
At 31st klarth 2022
3.437
12 Oobtors
2023
2022
Tode Detxors
Prepayments aTrJ ACt￿d IrKoff
31.924
654
21.347
26,503
32.578
47.850
13 Cash at Bank and in Hand
2023
2022
WIM Fun¢Js
67.849
72.573
W8ThMtkshire IndeperKlentAdvOcaLyAlian￿ has oJslW 01£2.917.834 (2022- £2.761,9711 being hekj behalf olApw'nteÈship
clients These hJnds are hekj in a (Seswnated and do rwxfomi part oflhe Chariiys assets.
14 Cr•dltots.' Amounts I￿11￿9 wfjihln on8 year
2023
2022
Trade cred￿OrS
Taxes 8n¢J Soual Securly Costs
Olher Creoilors
Accrua15 arKI Deferred In¢ome
3,293
6,170
3.792
3.699
10.669
14,439
18.219
23,902
15 Deferred Income
2023
202
BalarKe as al 1st Apnl 2022
Amovnl Released in the Year
Arnovnl Deferred in Year
5.288
15.288)
5.740
17.776
117,7761
5288
as ai 31$t March 2023
5.740
5,286
Thi5 defefted inc¢Yne relates to conlracl income rece￿￿ in attvarte of¢JeiveriThJ11* Ser￿.
20

WARWICKSHIRE INDEPENDENY AOVOCACY ALUANce
IA COMPANY LIMITED BY GUARAIITEE HAWNG NQ SHARE CAPITALI
NOTES TO THE ACCOUNTS ICONTtNUEOI
FOR YHE YEAR ENDED 31ST MARCH 2023
16 Dpslgnzted Fund¥
Balan¢È at
ril 2022
l#¢omirt
RÈsour¢ts
Re5011r¢es ￿nded
ex
B¥l•nce at
31 March 2023
RedurvJanGy & Ofkn RumY*J Costs
cxsasler Recovery
89.11S
9,327
.7861
50.Cv)O
6.(X)D
95.115
9J27
129.7861
56.000
Induded V*lhin the uwest￿ted funds is £56.1)f¥) has teen desgnaied by fv Twstees to meet any luture redundancy cos15 10
tover any offi¢8 n￿1￿j costs. Th¢ Twst¢¢S t?￿￿je[tha[these are r*cessary in Vewoll￿ uncwtth nature ofthe ILtyTr#ing of the
Chariiy.
[￿Waled fuThJs I￿￿fIr¥j £56.Cth are inrknled7hillMn r*t CWTEnt a55Ets.
17 R•Strleted Furbds
Balanc• at
Incornin
Reso¥rc•s
ril 2022 R•8oure&s ￿nd￿￿
Balance at
31 March 2023
TraTr5kr5
Solhull Fwst AdTrJocacy
waNMCkshi￿ County Courol AFvorfee
Heart of En9land
291h May 1981 T4USt
140.377
71.272
21.6CKI
149.262
75.771
22.962
7,967
8,885
4,499
1,362
487
240.749
255.982
15,233
Solhull Fw5t Advoracy I ￿d￿jIng 8 V￿nteer coordirwtion elefflenl run throuoh wr Cormunity Innovation and Leaffmno Hub> a
advoc8ty serte forres¥Je¥ts in in part¢*tship wAh Sthull Ackntsn thrO￿4h Ad¥oca¢y.
Wa￿l¢￿S￿￿re County Counul AP￿te?- a appowrtee 3erYKe for wa￿shir¢ ￿s￿ents.
Heart ofEnland. de¥eW￿￿t01¢offlffl￿ty Qrdes ￿ ee¢h*)tth.
29th May 1961 Tru51- devdowwl ofCrynfflLmty Cir*5 in ￿ed￿mEh.
18 UDrestrlcteO Fun+ts
Re50urce5
Bala￿• at
31 March 2023
Tran$f•
Gèneral Funds
4.843
78,786
69.328
14.555
28,856
General hJnd5 101811ing ￿.648 a￿ [￿uded r￿eLl assets aTrJ Ihe £26.208 arp inrlKlpd ¥iAhin net currenl a55et
19 Cornm6tmonts und•rOp•ratln9 Le¥8eS
At 31st March 2023 the comparry had arnual corrmlm8rt5 ￿jer rth- Ca￿•bI? operatry l@as85 as f￿h)WS..
2023
Land and
Buildin
Land and
OthEr
Other
Expiry Dale.
LES$ than One Year
BefvEen Two and FNe Years
16.667
653
2,287
14.120
5.202
27.TT8
14,120
5.202
21

WARWCKSHIRE INDEPENDENT ADVOCACY ALLIANCE
IA COMPANY LIMITED BY GLIARANTEE HAVING NO SHARE CAPITALI
NOTES TO fHE ACCOUNTS ICONTINUEDI
FOR THE YEAR ENDED 31ST MARCH 2023
20 Ultlmaie Controlling Party
The ¢orttroling party is board of directOTS.
21 Corporation Tax
No liability for Gorporalon Tax arises in thi5 or prev*)us
22 Related Partie5
There have been no related party tranSaCt￿n5 during the year
23 Re¢oncillatlon of the new movement in fund$ lo net cash flow Irom operating activitie5
2023
2022
Nei Movemenl in Funds
d Bad¢ Depreaa*on Charge
Deduct Interest Income Shown
Decrease I Increase l in Debl(KS
Increasel Deueasel in Creditors
115,7021
2.259
11.2841
15.272
15,6831
151,5141
7.078
113.6871
17.1841
Net Cash lused inl prov*Jed by OperatiThJ ActNths
14.5381
165.3071
22

WARWICKSHIRE INDEPENDE14T ADVOCACY ALLIANCE
IA COMPANY LIMWTeo ey GUARANTEE HAWNG NO SHARE CAPITALI
NOTES TO THE ACCOUNTS ICOMTINUEDI
FOR THE YEAR EWDED 315T ￿R¢H 2023
7 Supportcosts
Cofflmunl
Learnin
Advo￿¢
Hub
one
Hub
GoveTnan¢È
Hub
Ttstal
2D22
Hub
Premises Cosis
offi￿ Costs
Go¥ernance Cos15
29.776
23.546
J6.C
29.777
23.546
16.OC6
30.168
35.079
29.469
69.329
94,716
2022
GoVern8n￿ Costs c(nsistof:
Audi￿¢ Remunerakn
Legal & Profe5SK)nal Fee5
TtUslep5 Meetings
Bank Charges
2.1
13,116
3.516
22.716
537
587
336
1.518
840
1.894
Website
Fundra￿1￿9 Costs
16.006
29.469
Trustees
NOT￿tst￿ rvwl reir•*Dn UexpwsesO￿ 0￿J￿are￿IWd 31st11￿ 202312022.. nql.
9 Numb•rol Employ
The a￿ra9e monthtynurntwof empb4ees li￿*￿*￿j witimÈi th2yearT
2D23
2022
ChaAtstA9AC￿lI1￿S
12
10 Employment Costs
2022
Wages & Salarles
Socia1 Security Costs
Other pensu)n Ccsls
COM￿n581￿n Paymenl
222.457
14,248
6,365
259,232
16,907
7,634
252,397
283,773
Therewere mempknyee5**¢isewunw8￿m*os£6O.LK1j The are￿￿Side4&1IO te the CEO. of
Finance & OwabC￿S Manager The empltrrfee tw*fits Irrt*d £83.47712022- £462931.
CMJring the yearare po51K￿ vlas made in knjof WurAlarKy Iota1￿9 £9.32712022.
£Thll.
23