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← National Association Of Independent Schools And Non-Maintained Special Schools

2025-03-31-accounts

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National Association of Independent Schools and Non-Maintained Special Schools
Annual Report & Financial Statements for the year ended 31 [st] March 2025
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Annual Report & Financial Statements For the year ended 31st March 2025

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

CONTENTS

PAGE
Foreword from NASS Chair of Trustees 3
Report of the Trustees 4 - 12
Reference and Administrative Details 13
Independent Examiner’s Report 14
Statement of Financial Activities 15
Balance Sheet 16 - 17
Notes to the Financial Statements 18 - 25
Detailed Statement of Financial Activities 26 - 27

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

FOREWORD FROM NASS CHAIR OF TRUSTEES

I am delighted to be able to share NASS’s work over the 2024-25 financial year with you. As you will see, it was a year full of events, lobbying and support to member schools and the staff team was kept busy.

It has also been a busy year for NASS trustees as we get ready to propose a new structure for our Governing body at the 2025 Annual General Meeting. The NASS staff team is small and our trustees play an important role in scaffolding the work that they do and ensuring that NASS’s strategic plans are aligned with its charitable objects, mission and values.

In the time I have been with NASS, I have seen the organisation grow and develop and the future looks bright as we support a growing number of schools. Whilst NASS will always look primarily to its members to inform its work, we recognise that our members sometimes lack the time ideally needed to act as trustees. There are also times when wider skills sets are useful and not always found in membership. We will be voting to implement a smaller board of trustees – 9 instead of 15 members – with a move from election of trustees to appointment via a nominations committee. We hope that you will support this move when we ask members to vote at the AGM.

Thank you for your support and engagement over the past year – we look forward to sharing our successes with you again next year.

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

REPORT OF THE TRUSTEES

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts by the Financial Reporting Standard applicable in the UK and the Republic of Ireland (FRS 102) (effective 1 January 2019).

About NASS

We are a membership organisation representing special schools in England and Wales providing support, advice, information, events, training, and a strong voice for non local authority maintained special schools.

Our values

We put NASS members and their learners at the heart of all we do.

We are proactive, outward-facing and collaborative, to continuously improve opportunities and standards for member schools and their learners.

Our vision

Our vision is for all non local authority special schools to be centres of excellence, delivering and evidencing the best possible outcomes for children and young people with SEND.

Our mission

We inform and support our members, enabling them to deliver improved outcomes for children and young people with SEND.

We represent our members, influencing policy and practice as the voice of non-maintained special schools.

We recognise , research and share approaches that deliver positive outcomes for children and young people with SEND.

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

The work we do

NASS champions high-quality, specialist provision within a modern, inclusive education service that respects the choices of children, their families, and carers. We currently represent and support more than 450 members across England and Wales.

Through various activities and initiatives, NASS seeks to:

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

Achievements and performance

“I am so delighted to be a member of NASS - genuinely. It is probably the first time in my professional career that I have felt so fully represented and informed by a group of like-minded and passionate people who believe in the improvements of provision for SEND children.

Both as a professional and a parent, I cannot tell you how important your organisation is. Please don't stop doing what you're doing.”

NASS member survey 2025

Events and training

We have continued to offer a mix of online and faceto-face courses and programmes.

Leadership programmes

Our education leadership programme, delivered by Caboodle Education, continues to be very successful and we ran cohorts starting in January 2024 and 2025. We have now had over 50 staff members from our special school community graduate from the

In 2024, 1,591 members attended 50+ webinars, events, training and leadership programmes

programme and we continue to receive positive feedback on how the course helps delegates to ‘walk the walk’ of being a special school leader. We have continued to sponsor our members to undertake Mulberry Bush’s School Improvement training programme and have been able to deploy our 20 alumni to support schools in need free of charge.

Expert-led training and webinars

The expertise of Carolyn Eyre continues to make our safeguarding training an essential part of running a special school. In 2024, we have been fortunate to call on new colleagues to deliver NASS training courses and webinars. We give our thanks to the following individuals and organisations for adding to the breadth of the NASS offer:

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

Specialist advice

In July 2024, the new Labour Government announced its intention to levy VAT on all independent school placements. Unexpectedly, and contrary to the manifesto, special schools were included in the policy. Between August and December, NASS worked with HMRC and HM Treasury to develop communications to schools and to ensure Government understood how special schools operate. We also worked in partnership with VWV and Narrow Quay Solutions to offer support and guidance to our member schools on registering for VAT. After consultation with our NMSS members, we lobbied for and achieved their inclusion in VAT policy, enabling them to reclaim input VAT alongside their independent school colleagues. We estimate that most schools will be able to reclaim annual VAT in excess of £100k.

Annual conferences

On 4th July 2024, NASS hosted its first free, one-day online conference for members - unaware when planning that it would coincide with the General Election. Despite the clash, the event drew over 200 registrations. The morning featured a keynote from Amanda Allard, Director of the Council for Disabled Children, followed by five special interest group meetings in the afternoon.

Our annual in-person conference, held in Leeds in October 2024, was our best attended to date, with 186 delegates joining us. We were honoured to welcome HMCI Sir Martyn Oliver for his first appearance at the event. For the first time, the NASS Awards were integrated into the main conference programme, providing a fitting opportunity to celebrate the achievements of our member schools. We’re grateful to The Edwin Group for sponsoring the awards, allowing shortlisted schools to attend free of charge and supplying prizes for the winners. Our thanks also go to all sponsors and exhibitors whose support helped make the event such a success.

Informing and supporting our members

NASS sends an electronic newsletter to members at least once a fortnight and more frequently in times of major activity. We know from our membership surveys that this is highly valued. In addition to the newsletter, we have

The NASS team responds to around 13 member email and telephone queries a day

continued to share draft template consultation responses and to brief on key issues. Each year, NASS staff handle more than 2,000 email and telephone queries from members, aiming to respond to all within 48 hours.

The launch of the Children’s Wellbeing and Schools Bill in January 2025 led to a number of member briefings and we have continued to represent

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

members’ views as work on the Change Programme has continued under the new Government.

Marketing and membership

New members continue to join us through word of mouth and we remain grateful to members who are clearly promoting the organisation to colleagues. NASS has been strong at retaining existing membership and has continued to add new members, reaching over 450 schools and organisations by the end of the financial year.

NASS membership continues to grow, reaching 450+ members by the end of the financial year

We continue to seek opportunities to promote our work to prospective members while ensuring we meet the evolving needs of our current membership.

Social media remains an important communication tool for NASS, especially in responding quickly in the face of changing policies. Over the past year, we’ve significantly expanded our LinkedIn presence, with posts and guest blogs gaining strong engagement.

Representation and political

objectives

Much of 2024 involved work on making links with new parliamentarians. In the lead-up to the General Election, we launched our Manifesto for Special Schools , calling on the next government to take six urgent actions within their first 100 days to remove barriers and build a better SEND system. To ensure our message reached as wide an audience as possible, we sent postcards to MPs highlighting the manifesto’s key priorities

NASS responds to all key government consultations, ensuring that the views and concerns of our members are not only raised but also heard

and backed this with a coordinated social media campaign and a series of blogs around the six key actions, using these platforms to also counter persistent narratives about special schools.

Following the election, we built on this momentum by engaging with newly elected MPs, starting with congratulatory postcards before moving to detailed parliamentary briefings. Circulated widely across Parliament, these briefings reinforced our core asks and outlined clear, practical ways MPs could support our work. This approach has already led to positive engagement, including meetings and written Parliamentary Questions raised on our behalf.

We’ve also remained active in key sector networks through our membership of consortia including the SEND Reference Group, Disabled Children’s Partnership, Children at the Table, the Children and Young People’s Mental

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

Health Coalition, the Special Education Consortium (including its Parliamentary Working Group) and the National SEND Forum. We have also taken part in the termly Ministerial Roundtable meetings facilitated by the Special Education Consortium. In addition, Claire was invited by Ofsted to join its ‘Early Years Regulation and Social Care’ external reference group, offering advice and making recommendations as part of its response to feedback from the Big Listen consultation. Across all these groups, we have not shied away from providing challenge where we disagree, ensuring the voices of special schools and their communities are consistently and robustly represented.

Research and projects

In late 2024, our project with The Glass House Leadership Lab on ‘Reimagining Your Workforce’ commenced. It supported 5 NASS member schools to explore ways of improving staff recruitment, retention and wellbeing. We have featured schools’ learnings in blogs and workshops at both of our 2025 conferences. A second cohort of the programme is due to launch in November 2025.

In early 2025, we partnered with Darren Coxon to run a pilot programme for 11 NASS member schools to explore how they could use Artificial Intelligence in various aspects of school life. We are looking forward to presenting a report on the project and hearing from some of the schools involved at our October 2025 conference.

New partnerships

In 2024, we transformed our approach to collaborating with organisations to enhance support for our NASS members, their learners and the broader SEND community. We launched a NASS partner programme and by the end of the financial year had 11 partner organisations. Our partners have made significant contributions to our mission and to supporting our members. These efforts include creating expert resources on critical topics, offering practical guidance on complex issues and delivering free webinars designed to enhance our members’ knowledge and skills. We would like to extend our thanks to them for their support.

The NASS team

Staff

The NASS staff team gained a new member in April 2024, when Helena Wragg joined us as Administrative Officer. Beyond that, the staff team has been stable: Claire Dorer has continued as Chief Executive, Jenny Hayward has continued as Operations Officer and Mari Davis has continued as Senior Policy and Public Affairs Officer. Susie Patterson’s job role altered in October 2024 and she is now NASS’s Business Development and Communications Officer.

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

National Council (NASS trustees)

In 2024, the Council met virtually in June and September, with an in-person meeting held in January 2025 and a further virtual meeting in March. The Annual General Meeting took place on 4[th] October 2024 at The Grand Hotel in Leeds. Trustees also gathered for a strategic away day in Birmingham in November 2024.

All Council meetings feature strategic discussions about key issues facing NASS and our member schools, helping to ensure the organisation remains responsive, relevant and future-ready. All Council members generously volunteer their time and expertise, making a significant contribution to the organisation.

Structure, governance and management

Governing document

NASS is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

The National Association of Independent Schools and Non-Maintained Special Schools (otherwise known as NASS) is the national organisation for Non-Maintained Special Schools and Independent Schools (including Academies and Free Schools) catering wholly or mainly for pupils with special educational needs. NASS is a company limited by guarantee, number 3774801, registered on the 20[th] May 1999. NASS became a registered charity, number 1083632, on the 23[rd] November 2000, constituted by the Memorandum and Articles agreed by the members dated October 1999 and amended October 2001, September 2007, October 2015 and June 2018. NASS does not maintain premises, with all executive staff working from home. The registered office in this period is: NASS, PO Box 705, York, YO30 6WW.

The objects of the Charity are to promote the benefit and advance the education of young people with special educational needs and in particular, but not so as to limit the generality of these objects:

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

NASS is governed by a board of trustees, known as ‘NASS Council’. Council is made up of 12 members elected for a four-year term from within NASS membership. Council is able to co-opt up to three further Council members to address any imbalance.

Future-proofing NASS Governance

Across 2024, NASS Trustees developed plans to change NASS’s governance and the structure and make-up of the board of trustees. Currently, the majority of NASS trustees are drawn from membership. This offers us great insight into special schools, but we also need to be able to draw on wider expertise in areas such as business development.

At the same time, trustees explored whether NASS’s mission and vision were fit for the future. Over its lifetime, NASS has revisited its membership and amended its constitution to include non-charitable independent schools and, later, academies. The only schools that currently cannot join NASS are local authority special schools. At a time when we anticipate that Government policy may put pressure on the special schools’ community, we believe we would be stronger if NASS could speak as the voice of all special schools. We are suggesting an amendment to our vision to reflect this.

Consultations were held with NASS members in 2024 and we received broad support for our proposed changes. We will now vote on these changes at the October 2025 AGM.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. The full risk register is reviewed by the NASS Council at the March Council meeting each year and current risks are identified at each Council meeting. Mitigating actions are agreed to reduce any risks to which the charity is exposed. The structure and format of the risk register was reviewed and revised in March 2025.

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

Financial review

Reserves policy

The trustees aim to maintain the level of reserves required to meet the Charity’s objectives which equates to six months unrestricted charitable expenditure. NASS has met its reserves policy during this accounting period. Trustees keep the level of reserves required to meet these tests under review on an annual basis at their March meetings.

During this financial period, NASS continues to hold current accounts with CAF Bank and the Co-operative Bank. Our deposit account is held with United Trust Bank. Our investment accounts are held with Walker Crips Investment Management Limited and Morningstar Wealth Administration Limited.

Public benefit

NASS exists to serve schools meeting the needs of some of the most vulnerable children and young people in the country - largely at the expense of the public purse. It is a core aim of NASS to ensure that children attending our member schools are able to access the full range of opportunities open to both non-disabled children and those attending special schools in other sectors. Additionally, although parents are not intended to be a specific beneficiary group of NASS, we are aware that many access our website and seek advice or information on finding schools for their children. NASS trustees are confident that NASS meets its public benefit requirements as a charity.

Approved by order of the Board of Trustees on 19[th] June 2025 and signed on its behalf by:

.............................................

E Farnden – NASS Chair

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

REFERENCE AND ADMINISTRATIVE DETAILS

Registered company number 03774801 (England and Wales)

Registered charity number 1083632

Registered office NASS PO Box 705 YORK YO30 6WW

Trustees L Bond elected 20.01.2025 L Dalgleish E Farnden (Chair of Trustees) G Germer W Gosling H Hewitt resigned (04.10.24) K Hingorani resigned (17.01.25) S Hopkins elected 20.01.2025 S Jones J Kaur resigned (25.10.24) J McConnell M Nicholson (Co-opted) resigned (01.09.24) B Quartey resigned (14.03.25) P Robson C Theobald (Treasurer) (Co-opted) D Tresman elected 20.01.2025 J Turberville N Wargent (Co-opted)

Company Secretary J McConnell Chief Executive Officer C Dorer Independent examiner Franks Accountants Limited First Floor, Equinox 1 Audby Lane Wetherby, West Yorkshire LS22 7RD

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

INDEPENDENT EXAMINER’S REPORT

Independent examiner’s report to the trustees of National Association of Independent Schools & Non-Maintained Special Schools (‘the Company’) I report to the charity trustees on my examination of the accounts of the Company for the year ended 31[st] March 2025.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law), you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

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 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner’s statement

Since your charity's gross income exceeded £250,000, your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Association of Chartered Certified Accountants, which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to

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.

aw loa

............................................. Date: 30[th] May 2025 Mr Adam Franks FCCA

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

STATEMENT OF FINANCIAL ACTIVITIES For the year ended 31[st] March 2025

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

BALANCE SHEET

For the year ended 31[st] March 2025

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31[st] March 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31[st] March 2025 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

relating to financial statements, so far as applicable to the charitable company.

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 19[th] June 2025 and were signed on its behalf by:

.............................................

C Theobald– NASS Treasurer

.............................................

E Farnden – NASS Chair of Trustees

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

NOTES TO THE FINANCIAL STATEMENTS

1. Accounting policies

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Governance costs

Governance costs comprise the costs of running the charity, including strategic planning for future development, any professional advice for the trustees and all the costs of complying with constitutional and statutory requirements, such as the costs of meetings and preparing statutory accounts and satisfying public accountability.

Website development

Amortisation is provided for at the following rates to write off each asset over its expected useful life:

Website development - 33% straight line

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Computer equipment - 25% on cost

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

2. Investment income

3. Net income /(expenditure)

Net income/(expenditure) is stated after charging/(crediting):

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

4. Trustees’ remuneration and benefits

There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.

Trustees' expenses

During the year, NASS reimbursed trustees for their travelling and subsistence expenses to and from council meetings, totalling £623 (2024: £569).

Insurance at a cost £2,504 (2024: £1,928), was purchased in the year to cover the trustees of the trust against legal liability arising from acts of neglect, error or omission.

5. Staff costs

The average monthly number of employees during the year was as follows:

The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was:

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

6. Comparatives for the statement of financial activities

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7. Intangible fixed assets

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

8. Tangible fixed assets

9. Fixed asset investments

There were no investment assets outside the UK.

10. Debtors: Amounts falling due within one year

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

11. Creditors: Amounts falling due within one year

12. Movement in funds

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

12. Movement in funds - continued

13. Employee benefit obligations

The company operates a defined contribution pension scheme for certain employees. At 31[st] March 2025 there were £585 unpaid contributions (2024: £2,574). Returns are made within the calendar month and payments taken the following month relating to the prior month liability.

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

14. Related party disclosures

During the year, further payments were made for the SIP training programme was awarded to Mulberry Bush Organisation Ltd, Mulberry Bush Organisation Ltd also booked one place on this training programme in the year. The place was booked at current market value. John Turberville, trustee of NASS, is the CEO of this provider. He was not included in any decision-making within NASS regarding the allocation of this project.

15. Ultimate controlling party

The company is under the control of its trustees.

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

DETAILED STATEMENT OF FINANCIAL ACTIVITIES

For the year ended 31[st] March 2025

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

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National Association of Independent Schools and Non-Maintained Special Schools Annual Report & Financial Statements for the year ended 31[st] March 2025

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