Charity registration number 10841 L18 Company regSslratlon numljer 04098341 (England and Wale51 NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES LEGAL AND ADMINISTRATIVE INFORMATION Trusto0s M Syrnons F 8owe O Bello JGGCroft K Robinson IAppoinl8d 23 May 20231 Cholf gxg¢ullvg offlcor Ben Reed Charity number 1084108 Company numb8r 04098341 Prln¢lpal addro$$ Sl V8dasl Hous8 5-7 St Vedast Street NQRWICH Unitèd Klngdorn NR11BT R•gl$tgrgd offl¢o St Vedast House 5-7 Sl Vadasl Straal NORWICH United Kingdorn NR1 18T Auditor Argents Audit Services Limited 15 Palace Street NORWICH Norfolk United Kingdorn NR3 1RT Bankers CAF 88nk Lld 25 Kings Hill Aw8nu• Kings Hill WEST MALLING Kent United Kingdorn ME104JQ NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES CONTENTS Page Chairmaii's statenieiil Trustees, report Stslemenl of trustees, rèsponsibililes Independent auditor's report 8-10 Slalemenl of flnanclal 8Ctlvilles Balance Sheet 12 Statement ol cash flows 13 Notes to thè fin8n¢ial statemènts 14-27 NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES CHAIRMAN'S STATEMENT FOR THE YEAR ENDED 31 MARCH 2024 Chairs Message- 2023 to 2024 We continue 5trivlng to S8cure new fundlng 5tr8arns with some success , and l ￿￿5t cornmend the team lor their dedication and hard work. despite the continuing challenges that lace 3rd sector funding generally. Our membership involvement is growing as engage more with individual members. our advocacy and advice services have trsl8bli$hed under Ihtsir new structura and we have also made huge strides in our p8iroll $6rvie&, I would Ilk8 lo extond my heartfelt thanks lo 8varyon8-our gtaff, Volunteers, and Irusl88s for Ih8Sr unwaverbng afforts. As I complete my first year as chair. l am proud lo see the bLxrd becoming stronger, and we have a bright future ahead of us. F Bow8 Chalrman Date.. 10 Oecernber 2024 NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2024 1115 a great pleasure lo Introduc8 the Annual Report of th8 Trustees of Equal ￿Ve5 for th8 fiscal year2023124. Thi5 docum8nl provides a glirnp5e inlo Ihe endeavours. 8chievernen15, and prospective developments of Equal Lives. It highlights Ihe unwavering commilment and efforts of our omployoos, volunl¢ers, and collaboialor5 toward a¢hi*ving a world wi¢houl disabling barriers. The financial stalem8nls have been prepared in accordance with the accounting policies sel out ir) note 110 the financial slatements and comply with the charily's19overning documentl. Ihe Companies Act 2006 and"Accounting and Reporting by Charities,. sl81omenl of Recommondod Praelice applicable to ¢harilios preparing Ihair accounts in a¢¢c>rd8n¢e wlh tho Financial Repo￿.ng Standard applicable in the UK and Republic ol Ireland IFRS 1021"18ffective 1 January 20191. Oblectlves and acllvbtbes Th8 obJ8ctlvès ol Norfolk Coalilion ol Disabléd P8opl8 loperaling as Equal Llvesl, as s81 out In th& gov8mlng ocument, are.. 'To r81ieve th8 di5abilily of p80ple with physical, rn8nlal, 18aming, or 58n50ry 1tnpair￿8Dl8, prfnclpally living within the County of Norfolk, and lo further their independence and lull participation in the community. Our vlslon.. A world free from disabling barriar6. Our mission.. Tu remove disabling barriers across Easl Angli8. Our strategic prforitlas fof 2021-24 1, Prornote the rights ol dis8bled people 2, Shadng Ilwng oxperiencg of disa)led people Our Values Qur work 1$ based on lh$ s￿181 model of ¢Ji9obility, whi¢h states Ihat p&opl¥ havg impaimignls Oul gre disatyled by the barriers society pl8c85 in the way ol inclusion and equality. Impairments are a norrnal part ol life, discrimination is not. Proféssionals should bè on tsp, not on top, mèaning ￿0p1* should b8 ablè to draw on oth•rs' expartis• bul not be controll8d by thern. There should be nothing about us, without u¥, m¢gning p¢opl? who face diJablin9 b8rri¢r¥ ¥hould b¢ involv¢d in ¢Jg¢isions and activitiès that aff9¢1 them. People have a nghl lo equality. dignity and independence. We support people to ernpower themselves and reach their potential. Co-production work with disabled people and organisations rnust b$ the way ol working to r8rnovg barriers and rnake services more ￿cessible. Under the social model of disability, we would consider an impaim)enl to include people who have long term health conditions or tnental health issues thai rneans they exp8rience ba￿lerS In soci8ty Ihai olh8rs would nol. NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Our strateg1¢ alms Th8 strat89ic aims hav8 b8&n revi4Jw8d as part of a strategic planniri9 process. Promote the rlghts of Dlsabled people People who ts¢e disabling barriers have access to inforrnation, advice, advocacy and other support they need lo make informed detysions. lo uphold their rights and live independeni lives Sharing lived experience ol Di¥ibled pgople People who face disabling barriers are united and able to Use their collective voice lo influence, educate and engage individuals. organlsations and sOc￿tY as a who18 to r8niov• th888 barrlers. These aims and Ihé work underpinnlng them demonstralè the Public Bènefit as réquired by the Charitles Ac12011, The Tru51ees conlirrn that they have had due regard lo Charity GomrnisslDn guidance on public benefit. The Iruslees have paid due re9ard to guidan￿ issued by the Charity Cornmisgon in decidin9 what activities the charity should underlako. Achlevements and perfomianc• Suffglk Indep?ndent Living Suffolk Ind$pgndenl Liying ISILI rnede signili¢anl advan¢emonts in improving ils payroll $grvi¢gs whib a¢Jdrgssing ¢hall&ngoS faced by 115 ser¢ice u8er5 over the course ol Ihe fi￿al year, The implernenlalion ol a new payroll system streamlined ils operation5. enhancing efficiency in managing responsibilities such as pension and HMRC payments. SIL has been able to beca￿9 more prOac￿'Ve, enabling Improvptneni lo Ihg level ol support th81 il can provide via tre P8yroll Tearll. Furthermorg, SIL anticipates that il will start to rnake further improvements over the next ￿e￿e monlhs, particularly around the accessibility of its information. SIL has increased the size of both its SIL Advice and Payroll Service Teams ané has Ic>und success in employee developm6nl via 8pprenli¢88hip8. Advlc• and M•mb•rghSp T•arn The Advice gnd Membership Te£m helped address 836 individugl issue5 frorn Di$ebled People in Norfolk over the wurse of the yoar. Dua to thè wllapsa of One Norwich snd the ondlrenewal ol tha Social Prescribing eonlr8¢1, the sérvice closèd, All èmployees praviously wotl(ing in Social Pr¥scribing have trilher left tho organisation or hava boen rtrdeploye¢l into a diffarenl po¥ilion viithin the organisetion. The project became increasingly diffi¢LJlt to Dperale due lo the CDntra¢tual sitU8liDn with One Notwich. Howtsver, the s&ivl¢e mada a huge Irrpacl on the people u8Ing11 and118 model worked. There was no &valu81ion process and no compelits've lender process regarding the project. Shopmoblllty This year has s88n growth for lh8 Shopmobility seNc8. At the start of the year, th8 service had on average only 17 customers per week. Now, il sees an average of 27 custorner5 per week. We had 1,277 loans of mobility 5COOters, poworchairs, and wheolchairs ovèr the yèar, of which 332 pgr yèar wera to now customers. This is an unoxpectedly high nurnber lor new customers. Golng forward, the servlce wlll alm to Identty where It5 Gustorners come trorn, seographlcally speaking. NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Advocacy This year, the Advocaw Team supported 243 individuals. often with multiple issues. They have also dedicated 3,173 hours to Iheir clients. 11 has been a challenging period.. the Team is short-staffed and fa¢es issues with re¢ruilment. Regardless. il r8mains strong and upholds a high standard ol work. Equal Lives recruited a Norfolk Advocacy Partnership INAPI Co-ordinator in June 2023 on 8 3-y&ar contract, thanks 10 fvnding trom the National Lottery Community Fund. Over the past year, the NAP Co-ordinator has worf(ed with Equal Lives to build relationships between the partners of NAP and lo identify the key priorities of NAP moving fo￿ard. Reoular monitoring of attendance, ieporting, and trend analysis has been implemented by the NAP Co-ordinator, lyho has also worked lo produce a website for NAP. lead C￿ marketing to promote the aims Df NAP, and attend events which regard NAP. Th8 NAP Co.Ordinator has also work8d wlth th8 comftissionars and partnèrs ol NAP lo understand how data coll8cllon for client reedback ¢ould be irnprovèd. Although some m¢8SLJres have r&e8nlly bèen Implèmented, rnom rnust be done to &nsur8 that relèvant inforrnalion ia captured. BuBlnes¥ Support La51 year, 47ts/0 of clients who 6￿ght help from the AQvice and IAgrnbership Team were looking lor and were in need ol support wllh Ihelr flnances. For thls reason, Ihls year's fundralslng effons locussed on enzbllng the Flnanclal HardshSp service al Equal Lives. Thg ri$ing ¢091 of living ha$ boen a major ¢on¢ern lo funder$: Ihg $grvi¢9 refl¥cls the wido1 fundraising landscap8. Business Support 8UCC85sfully applied lor a nurnber of grants to support the Financial Hardship service, as well a8 a grant to evelop an Advice Hub at the Shopmobility sile. This is in progress. As always. EqLJal Lives moves in the direction of Ihe nè6ds of Its $6rvlett u8or8 and wlll ¢onlSnue lo do th18 through our fundralslng approach efforts, Over the year the Busines5 Support Team h85 developed and expanded, enabling il to work across HR, Governan￿, Health and Sal8ly, Fundraisiry, Markots'ng, and Proj8cI Manag8m8nl. Thg aim of th8 Team is to bulld a stron9 foundats'on lor Iha organisatlon, from whlch Its sèrVIc￿ can Ihrlva. This year we have had over 9000 vi611s lo the Equal Lives website and nearly 3000 blog 'iiews. The blogs have delved into range ol tOFl¢S. inoluding fuel povèrty as o disability juslice issue, makingloborgtories more aC￿SSible, and the langu9ge ol Finan¢ial review Our reserve5 policy 15 r¢viewed annually. Our balance sheet a5 at 31 March 2024 sh¢)ws reser¥e5 totalling £JfG6.188 of which £519,848 ar$ unreslri¢l8d and £46,340 restricl¢d. oesign81gd funds of £90.000 form part of Ihg unreslriclgd funds, Ihese cover amounls sel aside for the purposes sel out in the nol85 to the accounls. Free reserve5 lincluding d85ignaled funds) grnounl to £519,84812023.' £332,613). The Board has assessed potential risks facing the Charity and ils future plans and as a rasuK has agrèèd that approximatèly 6 months running costs is minimurn lav810l gèn8r£l rèsérvès Ihal should bè r$lain$d. We ar8 aware thal the pandgmic had an impact on our reserves so will work toward8 r8bLilding them ov8r the noxl fow year5. NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Plans for fvture perlods Can¢lu$lon and Futu1• Outlotsk In the fiscal year 2023124, we havg $88n an easing lo the after &ffecls ol the COVID-19 ￿n￿orni¢ and hav8 thus been 8bla IL) viork lo ensure Ihe stability of our core services. We have experienced employee tumov8r, bul over the year, recruitment has become signilicanlly easier. Although 2 projects ended this year, we are in a beller finantsKg1 positioning at the end ol the year thsn at its slart. Looklng ahead, Equal Lives remaln5 dedlcat8d to Sts mlssion ol removSng disabllng barrlers across East Anglla. We will continua to work collaboratively with our parti)ers, stakeholders, and seNice users to ensure 8quilaLle access to support and seNices. Equal Lives ig in a better position slralegically At the end 012023124. going fornvard, we will have more control over thè strvl¢ès we Snve81 Sn. We want lo express our gratitiide lo our employees, vOl￿nteerS, supporters, and truslees for their slpadfast dedication to our rthiW%h&hPaY&gdM4kput disabling barriers Norfolk Coalition of Disabled People INCODPI, operating as Equ81 Lives, is a Company Ilmhted by uuarantee and Is govèmed by its Memorandum and Articles, dated 27 Octobèr 2000 and ils subsèquent revisions. It 1$ also regisl8r8d as a charity with the Charity Commission (No. 10841081. NCODP is 3 memb8rship organisation with groLJP or individual membership. GroLJPS can join as lull members Iwhèro groups are managed by a majority ol dlsabled people), and 8ffillale groups. Only lull membèr groups can ¢ote with one vole per group and there art no mombèrship f888. Th8 trusl885, who ar8 also th8 dirèctors for th• purpos• of company law, and *ho s8rv8d durlng th8 y8ar and up lo th8 date ol signatLJre ol th8 Ilnanclal stat8menls ware.. I Symons F Bow8 S McGarry 0 Bello JGGCroft D Shraga K Robin$on IReslgn8d 30 Novernbar 20231 IRe81gna¢ 30 Novernber 20231 (Appointed 23 May 2Q231 Appointment of trustee8 All members meet each year al the Annual General Meeting IAGMI to, amongst other business, elect the Board ol Trustees., of which allgast 51.10 must ba disabl$d paoplg. Our rulès (Memorandum and Articlasl stalè Ihat thg chair must always be a isabled person and ihat th8r8 should b8 no 18wer than four or mor8 than lift8en tru51ee5. All member5 are invited lo norninate trustees prior lo the AGM advising Ihem of the retiring trustees and requesting romin8tions for the AGM. Trustees arg 91oct¥d lor o Ihrgo year tgrm wvith th$ option lo slané down al ¢8ch AGM. Offi¢ors continue lo bo 91g¢ted annually. Trust88 Inductlon and tralnlng Every trustee is made aware ol their duties and respor)sibilities atter they are apptsinled at our AGM, through discussion with the Chair, an induction pack and Iruslee away days. Trusiees t8ke In traininu sessions held throughout the year on varlous aspects of good governanco, flnanctr and managament. In addition. the truslees have portfolios of areas ol the organisation they are responsible lor getting to know in depth. They meet viilh the staff le8m and volunteers,. lake part in visits lo services ancl team meetings. The Iruslees anij sl8ff have implemented forrnals for management inlormalion lo the board, induding easy read accounts. NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Th8 cornpany'5 curr8nt policy conc8rning the payment ol trad8 cr8dilors is to lollow the CBI'S Prornpl Payers Code (copie5 are available from the CBI, Centre Point, 103 New Oxford Street, London WC1A 10UI. Th8 Gornpany's Gurr8nl policy GonG8rning the payment ol trade cr8dilors is lo- settle the terms of p8ymÈnt with Suppliers when agrÈeing the terms of each transaction.. $nsur4 that supplièrs ara made awarè of Ihe lèmis of paym8nl by inclusion of tho rèlavant terms in contracts," and pay in aCCordar￿8 with the company's contractua and olher legal obligation5. Organi8ation The responsibilily for ihe running ol the organisation lies with the Baard of Trustees which meets Quarterly to set policy, monitor pgrtormanca and overall dlrecllon, To asslsl wbth developlng and ovorseelng Ihls ivork the Board dglegales IhI8 monitoring work to the Finance and Devalopmenl sub￿rnIn1ttee which generally Meets Iwo weeks ￿lore each Doard Meeting. A Chief Execulive Offi¢er ICEOI, Ben Reed, implements policy and strategy, manages day-10-day affairs ond raports to It* Board, Th8 CEO ovgr8e88 the work ol Ihe varlous alemenls of Ihtr organlsallon. Pay pollcy for sènlor staff The sal8ries of sènlor managèrs and thè widor organis8tion are revbwed annually,118 88lary Incroasa Is awarded, 88nl¢r management salaries are uplifted In line wth the rest of Ihe organisalion. Fundralslng standard5 Infomiallon Equal Lives do nol participate in public fundraisin9 activities nor instru¢l anyone lo oct on our behall in regard to fundraising. Therefore. we do not have tha need lo rnonilor the fundraising activities and have not received any complaints in regards lo fundraising. Audltor In accordanc8 wlth lh8 companys articl8s, a résolution proposing that Arg￿lS Audit S8rvic8s Limlied b• reappointsd as ¥udltur ul Ili¥ tiuiiipdiiy will Lje yul dl ¥ Geiiertiumenl. Financial assets and liabilities are offset, with the net amounts presented in the financial staternenls. when there is a legallv enforceable right to sel off the recognised amount5 and there is an intention to settle on a net basis or to realise th8 asset and seiiie thg118bllly slmullaneously, 15- NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 A¢¢ounting policies Icontinutdl Basie financial •J*ets Basic financial assets, which include debtors and cash and bank balenc£s, are inili£lly meaSU￿d at transaction price induding Iransadion wsts and are subsequently ¢arrigd at amortis8d ¢osl using th& 8ffe¢tivg inlertrst method unless the arrangement constitutes a linanGing Iransaclion. where the transaction is rnea5ured al the present value of the future re￿ip1S discounted al a rnarkel rate of interest. Financk?l assets classified as receivable within one year are not amorti99d. Basic financial liabilities Basic finanei81 liabilities. inclLJding credilors and bank loans are initially recognised ot transa¢lion pri¢e unless the arrangement conslilut8s a financing transaction, where the debt inslrumenl is measured al th8 present value ol the future payments discounted at a market rale ol interest. Financial liabililies classified as payabl8 within on8 year ar8 not amortised. Debt Instruments ar8 subs8qu8ntly cari18d al arniYtiS8d cost, using th8 eff8ctiv• Int8r8sl ratè m8thod. Trade tt8dilors are obligations lo pay for goods or servic88 Ihal have been acquired in the ordinary course ol opèrations from suppllars. AmoLJnts paiablè are cL4sslflèd as curr8nt Ilablllll8s11 paym8nt Is dLJe wbthin oné yèar or188S. If not, Ihtsy are presented 8s non4urrenl liabilities. Trade creditots arts recognised inllially 8t trans3¢11on prf¢e 8nd subsequently measured at amortlS8d cosi using th8 effective in18r8sI rnelhod. DwKognlilon ¢lflnan¢l•l Ilabllltles Financial liabilitr'es are derecognised when the charity's conlraclual obligations expire or are discharged or cancelled. 1.10 Employ•• b•n•flts The cost of any unus8d holiday 8nlillemenl is re￿niSed in the period in which tho 8mploy88'S 8ervic68 are received. Teminalion b&n¢fils are recognisod immediately as 8n expense when the Charity is demonstrably committed to terminate the employment ol an employee or to provid8 termination benefits. 1.11 R*llrèmont bon•fll$ Paymenls lo clelned contr1t￿liOn r&lir¢menl benefit schem$s are ¢har9&d as an gxp9nse as Ih9y fall due, Crltleal accountlng èstlmates and ludgern•ntA In the applicats'on of the charity's accounting poIic4es, the trustees are required to make judgenEnls, esiimate5 and assumptions aboLJI Ihe carrying amount of assets )nd liabilities Ihal are not readily apparenl from other SOLJices. The eslim8les and associaled assumption8 are based on hi8torical experience and other factors that are considered to be relevant. Actual results may differ from these estimates. The 8slimales and underlwng assumptions are reviewed on an ongoing basi8. Revisions to accounting eslimales are recognised In Ihe period In which the esiimaie Is revised where the reViS￿n affecrs only ihat pen£x1, or In Ihe period or th8 revlslon and future per1￿$ wher8 the rgvlslon affects both ¢urrgnt future perlods. 16- NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Income from donatlong and legacles Unrestricted funds 2024 Restricted funds 2024 Tot81 Unre8trict•d funds 2023 Re8trieted funds 2023 Tot81 2024 2023 Donations and grfts Grants ree&iv6d 1.476 500 1,47Q 4,645 4,145 5,000 5.LY)O 1.976 4,145 6,121 6.265 6.265 Charbtable actlvltles lThforrnatlon Ad¥ie• and A¢fvocacy Sp¢lal Pr•$eibing Tot•1 To181 0ovtrlt*pmènt 2024 2a24 2024 2024 2023 Grant funding 637,848 80.743 718,591 696.189 Anolysis by fund Unreslricled funds Reslriclgd lund$ 528,836 109,012 80,743 609,579 109,012 524,271 171,918 637,848 80,743 718,591 696,189 Included within income from charitable activities is Government funding of £564.54e12023.. £347,023) Incom• from oth•r trading activiti•• Unr•¥trlctgd funds 2024 Re4trlct•d lund$ 2024 Total Unro8trlctgd lund$ 2023 Restrlctgd fund$ 2023 Total 2024 2023 Payroll s¢rvic¢$- Suffolk Payroll services- Norfolk Sublet ol offices Trading a¢lwily income.. olh9r 516.282 20,681 2,281 516,282 20,681 2,281 484,052 50,900 2,281 14,1051 479,947 50,g)O 2,281 6,500 6,500 26,654 26,654 Other trading activities 545,744 545.744 563,887 14,1051 559,782 17- NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Income from Investments VnrÈgtricted Unr•9trictèd funds lunds 2024 2023 Inte￿1 receivable 148.70G 23,S32 Othgv In¢omg Unr&8tri¢t•d Unrè8tri¢ted fund* lund• 2024 2023 Other income 11671 755 Expendlture on ralslng funds lJnr•8tr1ct•d Unr•strfct?d funds lund8 2024 2023 Tr8dlng ¢O$t• Shopmobility Payroll and Supportgd Acc(￿nIS SorvScg3 Staff eo818 DepreGialion and impairrnenl 11,249 168,310 304,681 2,297 15,378 143,624 253,853 ￿2 486,537 413.755 18- G) In ¢D J O O EJ D (DU -￿ -4 LJ O IK) O ro ￿ L )% sx LO ¢0 Lo co > o o NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 10 Support costs Support co¥ts Governance Ists 2024Support costs Govefflan¢e osts 2023 Staff costs Depreciation Premisèg costs 54,704 2,298 38,213 111,876 54,704 2,298 38.213 111,876 58,281 1.148 22.764 88,275 56,281 1,148 22,764 88,275 Adrninislralive costs Audit lees Account•n¢y Legal and professional Bad debt write off 6,250 12,000 12,847 3,309 6,250 12.000 12,04T 3.309 6,250 12,000 23,670 8,327 6,250 12,(K)O 23,670 6,327 207091 34.406 241.497 168.468 48,247 216.715 Analysed botwgen Trading Charitable activities 104,926 102 165 17,886 16,520 17,886 223,611 8D,982 6T.486 24,760 23,487 105.742 110.973 201,091 34.406 241.497 168,468 48,241 216,T15 Governon¢e eA)sls in¢lLJdes poyrnenls to Ihe auditors of £6,56012023- £8,900) for audit fees. 11 Nel movernent in fund8 2024 2023 The nel movement In fund8 Is slated after ¢hargingllcredillngl', Fees payable lor the audit of the charity's financial staternenls Depreciation of owned tangible fixed assets Loss on disposal of tangible lixgd assets 6,250 7,295 563 6,250 4,583 12 Tru$t&•$ None of the truslaes lor any persons Connected wth them) rwived any r&mun8ration or beneflts from thè charfty during Ihe year. Th& tiuslees are re-imbursed lor 8xpendilure Bxpended on behalf ol the charity in the year for travel and support CO515. Trustees were re-imbursed 8 lot8101 £64 lor this expendiiure In the CLJrrenl year12023 nil}. -20- NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 13 Employees The 8ver8ge mtsnthly number of employees during the yeer w8S'. 2024 Numb•r 2023 Numbgr Payroll and Supported A¢￿￿ts SIL Advice Businass Support Businsss Develf4)ment Inlorrnation Advice and Advocacy Soclal Pr$s¢ribiro Tolal 35 Employment ¢MIs 2024 2023 Wages and Salaiieg Social security costs Other pension costs 666,892 41.069 31,931 647.415 43,683 32.125 139,892 723,¥23 There wère no employees whose annual remunerallon was more Ihan £60,000. Rernuneration of key rn3nag•rnent personnel The remuneration ol key management personnel was as follryws.. 2024 2023 Aggregate compens8llon 44,100 42,Th)0 14 Taxatlon The charity is exempt from taxation on its acb'vities because all its incorne is applied lor charitable purposes. 21 NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 15 Tanglble flxed assets Flxture¥ and Computers Totol Cost At 1 April 2023 Additlons Disposals 7.906 24,210 18.8g6 11.3091 32,116 18,896 12.1441 18351 At 31 March 2024 7.071 41,797 48,868 Depreciation and impairment At 1 April 2023 Dèpreclalion chargad in th8 yaar Elirninaled in respect ol disFosals 2.282 1,366 15241 18,711 S,929 11,0571 20,993 7,29S 11,5811 Al 31 March 2024 3,124 23,583 26.707 Carrylng amount Al 31 March 2024 3,947 18,214 22.161 Al 31 M¥r¢h 2023 5,623 5,498 11,121 16 Debtor8 2024 2023 Amounts falllng due wlthln one year.. Trad8 debtors Other debtors Prepaymen15 and accrued income 30,334 107.446 23,286 57,141 21,955 161,066 79,CYJ6 17 Credilor8'. amounts falling due within onè yèar 2024 2023 Notos Oth*r taxation and goclal g*curity Deleried incDrne Trade creditors Other creditors Accrua15 41,3S9 15.958 24.574 11,397 26.677 47,721 54,353 50.791 15,239 13,350 119.965 181,454 -22- NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 18 Delerred 5ncom& 2024 2023 Other delgrred InGom8 15,958 54.353 Dyl&ii¥d ii)cufiif3 18 ii)Lluded iii 11)& lii)aiicial 81o18ni¥TIt8 as IvlkJws. 2024 2tY23 Dèferred InLome is included withln.. 15.958 54,353 Movements in Ihg year.. Deferred incorne al 1 April 2023 Released from previoLJS periixls Resour¢e$ deferred in the yeor 54,353 154,3531 15.958 48.S)2 I48,￿2) 54,353 Delgrred inGorne al 31 Marth 2024 15,958 54,353 Deferred income comprises ol the Bdvonce receipt Df income in respecl ol both payroll and SUPPDrted account services and grants towards ¢haritable aclivilie¥. 19 R•llrom•nt ben•Ht schgm•$ 2024 2023 D•lin•d contributlon sch•m•s Charg8 to profit or loss Sn r8SP8Ct of d•lln&d contribution sch8mes 31.931 32.125 Thg charity op8rates a defir￿d contribution pension scheme for all qualifying emplo'/ees. The assets of tre scheme are held separately Irom those of the charity in Bn independently administered lund. -23- NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 20 R•strlcted funds The restrieted funds of the therity eornprise the unexpended bal8nces ol donotion$ and 9r8nts held on trust Subjeet to specific conditions by donori as to how Ihey rnay be used. At 1 April 2023 Incoming rosourcog R•8our¢os •xpènded Transfèrn At 31 March 2024 Social Prèscribir Alon Boswell Group Hardship lund Henry Smth fund Norfolk Advocacy PartnèrsNp Screwfix foundation 28,694 6f 7 2.816 6.969 128.6941 16671 2S,300 S8,800 24,912 4,145 16.993 147,2001 114,1341 14,1451 10,778 39,146 113,157 1105,9631 46.340 Pr•vlous y•ar'. At 1 Aprll 2022 Incomlng ro$oum$ R•sourc•s oxp&nd•d Tran8f•rs Al 31 March 2023 Social Prescribir Alan Boswell Group Skllls For Car*- Workforcg Developmenl Hardship fund Henry Smith fund Avlva Crowdfund 26,957 687 92.959 191,2221 28.694 4.105 14.1051 15,848 58,800 4,311 113.0321 151,8311 2.81e 6,￿5 14,3111 31,729 167,813 1156,0851 14.3111 39.148 Social Prescrib1￿ Funding has been receivod from Norfolk County Council in relation lo Social Prescribing. which 1$ a process of helping to irnprove healih and wellbeing through the connection of people to non-medical sourc85 of suppori. Suicide Prevention - Funding has been awarded to the Norfolk Cornmunity Advice Ne￿Ork INCANI in respect of an aCC￿di1¢d 0dvi¢e servi¢¢ to address $ui¢ide prevention. Alan Boswell Group- Funding has been received lowards the cost of a developrnent officer. Hardship fund - Funding re(*iv8d Irotn Norfolk County Counc41 ¢0 help those in need of advise and support in managing their finances Henry Smth - lo hglp provirje a specialist Ghikj prolgdion advoracy 59rvicg5. Avlva Crowdfund- for the pur¢has8 of n8w mobllhy $¢001grs Norfolk Community Foundation - Funds re￿iVed in relation to supporting vulnerable people over Ihe wnter months. -24- NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 21 Unrestrlcted funds The unre8tri¢ted lunds of the charity ¢ompri$e ihe unexpended b818nce$ of dtsn8tion8 and gr8nt8 which 8re not 8ubje¢t to specific condibons by donors and grantors as to how they Nay be used. These ir￿ude designated funds which have beèn sèt aside out ol unrestrlcted funds by the trustees for specllic purposes. At 1 Aprll 2023 Incornlng resources Resources expended Transfers At 31 March 2024 Pr¢mlses and Oilapidallon Reserv New Projecis Reserve Covld plans Cll&nl Monlos Reservo Emerg8ncy fund General fund5 54,442 15,OQD 15,000 14,4421 50,(X 15.(X)O 115,0001 10.000 15,000 15.5581 10.(XJO 15.LY)O 429.848 248,171 1.405,838 11,118,6031 332,613 1,JQS,838 11,118,603) 519,848 Pr•vlou* y•ar'. At 1 Aprll 2022 In¢omlng resources R•sour¢oS expended Transf•r• At 31 M¥rrh 2023 Dilapidation Resgrve Premises RÈsetNe Ncw Projccl? Covid plans General lundg 4,442 50,000 15,000 15.000 140.747 4,442 50.000 15.000 15.C 248,171 1.118,510 11,015,3971 4,311 225,189 1.118,510 11,015,3971 4,311 332.613 Prèmlsès and Dllapldation Resarve Funds hav8 boen dèsignat8d to cover moving cnsts and th8 adapt&ts'￿ of n8w premises and expected repairs lo the existin9 Charity premises under 8 dilapidation agreement. A New Prolecia fund ha¥ created, In p4nlcular lo oover Ihe 01sabillty Pride vvent and Shupmobillty. Covid Plans r•serv•, is in rsspèct of funds having ￿an sat asidè towards the purchase of n¥w compul•r èquipment and IT 5UPPOrt to enable staff to'work fro￿ Home, during the Covid-19 pandemic. Emttryency fund. is a r*s8rw& to h*lp cO￿r un¥xp•ctad ris¥s in costs, including Ihose in r¥lats'on ID IT and Shopmobilily -25- NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 22 Analysls of net assets between fund Unrostricted lund8 2024 R•$trictsd funds 2024 Totthl 2024 At 31 March 2024- Tangible gssels Current assetsl{Iiabilitiesl 22,161 497,687 22,181 544,027 46.340 519,848 46.340 5fjfj.188 Unr•$trictod funds 2023 R•8tri¢tsd funds 2023 Total 2023 At 31 March 2023: Tangible assets Current 8sstttsllliabililiesl 11,121 321,492 39.146 360,638 332,613 39,146 371,759 23 R•lat*d party tr•n¥a¢tlon$ There w&re no dB¢losablo rglated party transactions durinu the year12023- none). Analys15 of changes In nèt funds The charity had no malgrial debl during the ye8r. -26- NORFOLK COALITION OF DISABLED PEOPLE OPERATING AS EQUAL LIVES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 25 Funds held on behalf of thlrd partle8 The aims of Independent Living Norfolk 8nd Suffolk Independent Living 8re to 8ss181 people In the receipt of p8yments lor service5. In running these schernes the charily ieceives the payments on behalf ol service users and pays out expenditure based upon auhorised time5heet5 arKI Invoices received trom the service user. Sepaiale bank accounts In the nam8 of Ihe charbly are malnlained and th8 transactions ar8 recorded outside ol the charills main accounts syslem. Most of Ihe expenditure is in connection of employed carers who are employees ol the users and Ihe charity Admini.*lpr% th?. individiiAI pAyrnll8 fnr pgJe.h p.mplnyp.r Inr whitrh A r.hArg?. i* f￿1￿.￿. Diip tn Ihp timino diffp.rpnr.p.8 b6tW68n r8ceipls and payments the charity hold8 a balance for each ol the 8ervlce u8er5. Th8 income and expendbluie In relation lo this figure is not that ol the charity and therefore it is not reflected in the charity's Staiemenl of Financial Activities. neither are the balances held the charity s and therefore are not included on the balance sheet ol the charily. The work ol the charity is monitored by Social S8piices. who 8180 monitor th& validity of claims lo receive Ihe paymants. The balanc8 on any individual service user account is repayable to Social Services On demand. Thè movement on the Independ8nt Living Norfolk balancas dji ring the yoar was as follows.. 2024 2023 Balar￿e at 28 March 2023120 March 2022 Recalpls 7,667.670 3,922,165 Serv1¢8 user pa￿dentS 7.S55 055 368.267 41.139 3,S95 037 Balarrte at 27 March 2024 128 March 2023 479.882 368,267 Th8 balance carrl8d forward ralat•s lo NHS lund8d Indlvlduals and those holdlng p8rsonal budgéts. Thè movement on the Suffolk Ind8p6nd8nl LSvlng Dalan¢8s durln9 the year was as follows.. 2024 2023 Balance at 21 March 2023 122 March 2022 Receipts 10,474,272 10.517,086 Service user paymènts 10,681,606 5,407.Q61 4,654,675 9 683,900 Balar￿e at 20 March 2024 121 March 2023 5 280 527 5 487 861 26 Ca•h gèn0rat8d from oporation8 2024 2023 Surplus for the year 194.429 114.841 Adjustments for.. Inveslment incorne recogni5ed in slatenent of ffi'nancial activities Loss on disposal ol tangible fixed assets D•pr$¢iabon and impairmont of tangib10 fixod ass•ts 1148,7061 563 7.295 123,3321 4.583 Movemenis in workn'ng capital.. Ilncreasel in debtors (Decreaseyincrease in creditors IDecr8aseyincr83S8 in defeTred income 181,9721 123,0941 138,3951 18.2381 20,088 6,851 Cash labsorbed byll9enerated Irom operat5ons 189,8801 113.793 -27- This document was delivered using electronic communications and authenticated in accordance with the registrar's rules relating to electronic fonn, authentication and manner of delivery under section 1072 of the Companies Act 2006.