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2023-03-31-accounts

COMPANY REGISTRATION NUMBER: 02994776 CHARITY REGISTRATION NUMBER: 1084632

West View Advice & Resource Centre Limited Company Limited by Guarantee Unaudited Financial Statements

31 March 2023

TREMAINE

Chartered accountants 19 Tremaine Close Hartlepool TS27 3LE

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Financial Statements

Year ended 31 March 2023

Page
Trustees' annual report (incorporating the director's report) 1
Independent examiner's report to the trustees 4
Statement of financial activities (including income and
expenditure account) 6
Statement of financial position 7
Statement of cash flows 9
Notes to the financial statements 10

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Trustees' Annual Report (Incorporating the Director's Report)

Year ended 31 March 2023

The trustees, who are also the directors for the purposes of company law, present their report and the unaudited financial statements of the charity for the year ended 31 March 2023.

Reference and administrative details

Registered charity name West View Advice & Resource Centre Limited Charity registration number 1084632 Company registration number 02994776 Principal office and registered The Community Centre office Miers Avenue Hartlepool TS24 9JQ

The trustees

D Wise C J Simmons S Griffin (Resigned 11 October 2022) R W Cook K Tranter C Clark Reverend R Hall Company secretary V Evens Independent examiner Julie Todd Tremaine Chartered Certified Accountants 19 Tremaine Close Hartlepool TS27 3LE

Structure, governance and management

A board of 6 trustees, who meet bi monthly, administer the charity. There are subcommittees covering finance and staffing.

1

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Trustees' Annual Report (Incorporating the Director's Report) (continued)

Year ended 31 March 2023

Objectives and activities

The objects of the charity are to:

(1) improve the conditions of life of residents of Hartlepool by advancing education and providing recreational facilities including by managing a community centre; and

(2) relieve poverty, sickness and distress of the residents of North East England, including by providing advice on welfare benefits and generally.

In planning our activities for the year we kept in mind the Charity Commission's guidance on public benefit at our trustee meetings.

The provision of a resource centre offers much needed support to the residents of Hartlepool. The centre is fully resourced, Advice workers are available throughout the day offering advice on welfare and benefits together with any other advice which may be required.

Strategic report

The following sections for achievements and performance and financial review form the strategic report of the charity.

Achievements and performance

The centre continues to serve the local community and other areas throughout Hartlepool. Our advice team is kept up to date with the many changes to our society and is highly regarded within the advice sector. This high regard has lead other organisations within the third sector to seek our support in advising local residents throughout the Hartlepool area.

The centre also delivers Macmillan advice throughout Northumberland, Durham and the Tees Valley areas.

With the support of our funders, the resource centre will continue to support and advise the general public. The trustees would like to thank our staff and all our volunteers for their continued support.

Financial review

The unrestricted free reserves of the charity as at 31 March 2023, (that is those not tied up in fixed assets and contingency funds) amount to £48,951.

The trustees have examined the requirement for free reserves and they consider the charity should aim to provide a contingency fund £28,000 for specific purposes such as redundancy and other contingencies. The trustees also consider that it is prudent to ensure that there are sufficient free reserves at a level which equates to approximately six months unrestricted expenditure. This provides sufficient funds to cover support costs, management and administration and to respond to emergency applications for grants which arise from time to time.

2

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Trustees' Annual Report (Incorporating the Director's Report) (continued)

Year ended 31 March 2023

The trustees' annual report and the strategic report were approved on 10 October 2023 and signed on behalf of the board of trustees by:

D Wise Trustee

3

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Independent Examiner's Report to the Trustees of West View Advice & Resource Centre Limited

Year ended 31 March 2023

I report to the trustees on my examination of the financial statements of West View Advice & Resource Centre Limited ('the charity') for the year ended 31 March 2023.

Responsibilities and basis of report

As the trustees of the company (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements 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 the 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 the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the charity as required by section 386 of the 2006 Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair' view which is not a matter considered as part of an independent examination; or

  4. the financial statements have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

4

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Independent Examiner's Report to the Trustees of West View Advice & Resource Centre Limited (continued)

Year ended 31 March 2023

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.

Julie Todd Tremaine Chartered Certified Accountants Independent Examiner

19 Tremaine Close Hartlepool TS27 3LE

11 October 2023

5

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Statement of Financial Activities (including income and expenditure account)

Year ended 31 March 2023

2023 2022
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donations and legacies 5 5,915 369,183 375,098 328,931
Charitable activities 6 15,601 15,601 14,140
Investment income 7 89 89 25
   
Total income 21,605 369,183 390,788 343,096
   
Expenditure
Expenditure on charitable activities 8 37,632 381,128 418,760 322,422
   
Total expenditure 37,632 381,128 418,760 322,422
   
   
Net (expenditure)/income (16,027) (11,945) (27,972) 20,674
   
Transfers between funds (527) 527
   
Net movement in funds (16,554) (11,418) (27,972) 20,674
Reconciliation of funds
Total funds brought forward 132,284 26,309 158,593 137,919
   
Total funds carried forward 115,730 14,891 130,621 158,593
   

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 10 to 20 form part of these financial statements.

6

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Statement of Financial Position

31 March 2023

2023 2022
Note £ £
Fixed assets
Tangible fixed assets 13 38,779 33,483
Current assets
Debtors 14 6,284 6,596
Cash at bank and in hand 87,289 120,006
 
93,573 126,602
Creditors: amounts falling due within one year 15 1,731 1,492
 
Net current assets 91,842 125,110
 
Total assets less current liabilities 130,621 158,593
 
Net assets 130,621 158,593
 
Funds of the charity
Restricted funds 14,891 26,309
Unrestricted funds 115,730 132,284
 
Total charity funds 17 130,621 158,593
 

For the year ending 31 March 2023 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

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

The statement of financial position continues on the following page. The notes on pages 10 to 20 form part of these financial statements.

7

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Statement of Financial Position (continued)

31 March 2023

These financial statements were approved by the board of trustees and authorised for issue on 10 October 2023, and are signed on behalf of the board by:

D Wise Trustee

The notes on pages 10 to 20 form part of these financial statements.

8

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Statement of Cash Flows

Year ended 31 March 2023

2023 2022
£ £
Cash flows from operating activities
Net (expenditure)/income (27,972) 20,674
Adjustments for:
Depreciation of tangible fixed assets 4,256 2,654
Other interest receivable and similar income (89) (25)
Changes in:
Trade and other debtors 312 (1,727)
Trade and other creditors 239 552
 
Cash generated from operations (23,254) 22,128
Interest received 89 25
 
Net cash (used in)/from operating activities (23,165) 22,153
 
Cash flows from investing activities
Purchase of tangible assets (9,552) (1,078)
 
Net cash used in investing activities (9,552) (1,078)
 
Net (decrease)/increase in cash and cash equivalents (32,717) 21,075
Cash and cash equivalents at beginning of year 120,006 98,931
 
Cash and cash equivalents at end of year 87,289

120,006


The notes on pages 10 to 20 form part of these financial statements.

9

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Notes to the Financial Statements

Year ended 31 March 2023

1. General information

The charity is a public benefit entity and a private company limited by guarantee, registered in England and Wales and a registered charity in England and Wales. The address of the registered office is The Community Centre, Miers Avenue, Hartlepool, TS24 9JQ.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the 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) (Charities SORP (FRS 102)) and the Companies Act 2006.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

10

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2023

3. Accounting policies (continued)

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

11

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2023

3. Accounting policies (continued)

Tangible assets

Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded at the fair value at the date of revaluation less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other recognised gains and losses, unless it reverses a charge for impairment that has previously been recognised as expenditure within the statement of financial activities. A decrease in the carrying amount of an asset as a result of revaluation, is recognised in other recognised gains and losses, except to which it offsets any previous revaluation gain, in which case the loss is shown within other recognised gains and losses on the statement of financial activities.

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Freehold property - 2% straight line
Equipment - 25% reducing balance

Defined contribution plans

Contributions to defined contribution plans are recognised as an expense in the period in which the related service is provided. Prepaid contributions are recognised as an asset to the extent that the prepayment will lead to a reduction in future payments or a cash refund.

When contributions are not expected to be settled wholly within 12 months of the end of the reporting date in which the employees render the related service, the liability is measured on a discounted present value basis. The unwinding of the discount is recognised as an expense in the period in which it arises.

4. Limited by guarantee

West View Advice & Resource Centre is a company limited by guarantee and accordingly does not have a share capital.

Every member of the company undertakes to contribute such amount as may be required not exceeding £1 to the assets of the charitable company in the event of its being wound up while he or she is a member, or within one year after he or she ceases to be a member.

12

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2023

5. Donations and legacies

Unrestricted Restricted Total Funds
Funds Funds 2023
£ £ £
Donations
Donations 3,058 2,313 5,371
Gift Aid 457 457
Grants
MAPs Benevolent Trust 10,000 10,000
Sir James Knott 400 400
Hartlepool Borough Council - Community HUB 121,184 121,184
Hartlepool Borough Council -Debt Advice 24,027 24,027
Hartlepool Borough Council - Household Support 15,500 15,500
Hartlepool Borough Council - Community Pot 15,538 15,538
Hartlepool Borough Council - Food Bank 8,545 8,545
Hartlepool Borough Council - Warm Hub 150 150
HAOP Lottery 21,000 21,000
Groundworks Uk 1,350 1,350
Bellway Homes 500 500
Birmingham City Council 634 634
NTUC 27,314 27,314
Olive & Norman Field Charity 360 360
Uk Advice 2,000 2,000
Macmillan Cancer Support 96,062 96,062
Joseph Rowntree Foundation 12,918 12,918
Virgin Money 11,788 11,788
  
5,915 369,183 375,098
  

13

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2023

5. Donations and legacies (continued)

Unrestricted Restricted Total Funds
Funds Funds 2022
£ £ £
Donations
Donations 5,509 5,509
Grants
Hartlepool Borough Council - Community HUB 113,520 113,520
Hartlepool Borough Council -Debt Advice 15,831 15,831
Hartlepool Borough Council - Flexible Fund 10,000 10,000
Hartlepool Borough Council - COVID Grant 10,965 10,965
Trusthouse Charitable Foundation 12,000 12,000
Holy Trinity PCC 1,000 1,000
HAOP Lottery 21,000 21,000
Job Retention Scheme 706 706
Tackling Inequalities Fund 2,316 2,316
NTUC 27,905 27,905
Olive & Norman Field Charity 450 450
Uk Advice 1,000 1,000
Macmillan Cancer Support 86,549 86,549
Joseph Rowntree Foundation 11,471 11,471
Virgin Money 8,709 8,709
  
18,180 310,751 328,931
  
6. Charitable activities
Unrestricted Total Funds Unrestricted Total Funds
Funds 2023 Funds 2022
£ £ £ £
Room & hall hire 13,979 13,979 11,773 11,773
Other 1,622 1,622 2,367 2,367
   
15,601 15,601 14,140 14,140
   
7. Investment income
Unrestricted Total Funds Unrestricted Total Funds
Funds 2023 Funds 2022
£ £ £ £
Bank interest received 89 89 25 25
   

14

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2023

8. Expenditure on charitable activities by fund type

Unrestricted Restricted Total Funds
Funds Funds 2023
£ £ £
General Fund 37,632 37,632
Joseph Rowntree Foundation 11,829 11,829
Virgin Money - Leading the Way 16,709 16,709
Trust House Charitable Trust 8,000 8,000
Community Pot 15,538 15,538
Community HUB 121,184 121,184
Food Bank 8,545 8,545
MacMillan Cancer Support 88,702 88,702
HAOP Lottery 21,000 21,000
Home Hub 150 150
Debt Advice 24,027 24,027
Flexible Fund 10,871 10,871
Olive & Norman Field Charity 360 360
Boiler Fund 1,700 1,700
POCA 634 634
Virgin Money - Cost of Living 3,788 3,788
MAPs Benevolent Fund 10,000 10,000
Cancer Support Group 10,777 10,777
NTUC 27,314 27,314
  
37,632 381,128 418,760
  
Unrestricted Restricted Total Funds
Funds Funds 2022
£ £ £
General Fund 10,154 10,154
Joseph Rowntree Foundation 10,933 10,933
Virgin Money - Leading the Way 13,514 13,514
Trust House Charitable Trust 10,250 10,250
Community HUB 113,520 113,520
MacMillan Cancer Support 86,549 86,549
HAOP Lottery 21,000 21,000
Debt Advice 15,831 15,831
Tackling Inequalities 2,316 2,316
Flexible Fund 10,000 10,000
Olive & Norman Field Charity 450 450
NTUC 27,905 27,905
  
10,154 312,268 322,422
  

15

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2023

9. Net (expenditure)/income

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

Net (expenditure)/income is stated after charging/(crediting):
2023 2022
£ £
Depreciation of tangible fixed assets 4,256 2,654
 
10. Independent examination fees
2023 2022
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 940 940
 

11. Staff costs

The total staff costs and employee benefits for the reporting period are analysed as follows:

2023 2022
£ £
Wages and salaries 281,146 247,509
Social security costs 17,656 14,989
Employer contributions to pension plans 3,869 3,360
 
302,671 265,858
 

The average head count of employees during the year was 14 (2022: 13). The average number of full-time equivalent employees during the year is analysed as follows:

2023 2022
No. No.
Charitable activities 13 12
Management & governance 1 1
 
14 13
 

No employee received employee benefits of more than £60,000 during the year (2022: Nil).

12. Trustee remuneration and expenses

no remuneration or other benefits from employment with the charity or a related entity were received by the trustees; or

16

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2023

13. Tangible fixed assets

Freehold
property Equipment Total
£ £ £
Cost
At 1 April 2022 32,761 37,924 70,685
Additions 9,552 9,552
  
At 31 March 2023 32,761 47,476 80,237
  
Depreciation
At 1 April 2022 5,497 31,705 37,202
Charge for the year 655 3,601 4,256
  
At 31 March 2023 6,152 35,306 41,458
  
Carrying amount
At 31 March 2023 26,609 12,170 38,779
  
At 31 March 2022 27,264 6,219 33,483
  
14. Debtors
2023 2022
£ £
Prepayments and accrued income 6,284 6,596
 
15. Creditors: amounts falling due within one year
2023 2022
£ £
Accruals and deferred income 940 940
Other creditors 791 552
 
1,731 1,492
 

16. Pensions and other post retirement benefits

Defined contribution plans

The amount recognised in income or expenditure as an expense in relation to defined contribution plans was £3,869 (2022: £3,360).

17

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2023

17. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At At 31 March
1 April 2022 Income Expenditure Transfers 2023
£ £ £ £ £
General Fund 104,284 21,605 (37,632) (527) 87,730
Contingency Fund 28,000 28,000
    
132,284 21,605 (37,632) (527) 115,730
    
At At 31 March
1 April 2021 Income Expenditure Transfers 2022
£ £ £ £ £
General Fund 82,093 32,345 (10,154) 104,284
Contingency Fund 28,000 28,000
    
110,093 32,345 (10,154) 132,284
    
Restricted funds
At At 31 March
1 April 2022 Income Expenditure Transfers 2023
£ £ £ £ £
Joseph Rowntree
Foundation 8,600 12,918 (11,829) 9,689
Cummunity HUB 121,184 (121,184)
Virgin Money - Leading
the Way 8,709 8,000 (16,709)
Trust House Charitable
Trust 8,000 (8,000)
MacMillan Cancer
Support 88,702 (88,702)
HAOP Lottery 21,000 (21,000)
Debt Advice 24,027 (24,027)
Flexible Fund 15,500 (10,871) 4,629
Community Pot 15,538 (15,538)
Olive & Norman Field
Charity 360 (360)
Boiler Fund 1,000 173 (1,700) 527
Cancer Support Group 11,350 (10,777) 573
POCA 634 (634)
Food Bank 8,545 (8,545)
Virgin Money Cost of
Living 3,788 (3,788)
NTUC 27,314 (27,314)
MAPs Benevolence
Fund 10,000 (10,000)
Warm Hub 150 (150)
    
26,309

369,183

(381,128)

527

14,891


18

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2023

17. Analysis of charitable funds (continued)

At At 31 March
1 April 2021 Income Expenditure Transfers 2022
£ £ £ £ £
Joseph Rowntree
Foundation 8,062 11,471 (10,933) 8,600
Cummunity HUB 113,520 (113,520)
Virgin Money - Leading
the Way 13,514 8,709 (13,514) 8,709
Trust House Charitable
Trust 6,250 12,000 (10,250) 8,000
MacMillan Cancer
Support 86,549 (86,549)
HAOP Lottery 21,000 (21,000)
Debt Advice 15,831 (15,831)
Tackling Inequalities 2,316 (2,316)
Flexible Fund 10,000 (10,000)
Olive & Norman Field
Charity 450 (450)
Boiler Fund 1,000 1,000
NTUC 27,905 (27,905)
    
27,826

310,751

(312,268)



26,309


19

West View Advice & Resource Centre Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2023

18. Analysis of net assets between funds

Unrestricted Restricted Total Funds
Funds Funds 2023
£ £ £
Tangible fixed assets 38,779 38,779
Current assets 78,682 14,891 93,573
Creditors less than 1 year (1,731) (1,731)
  
Net assets 115,730 14,891 130,621
  
Unrestricted Restricted Total Funds
Funds Funds 2022
£ £ £
Tangible fixed assets 33,483 33,483
Current assets 100,293 26,309 126,602
Creditors less than 1 year (1,492) (1,492)
  
Net assets 132,284 26,309 158,593
  
19. Analysis of changes in net debt
At
At 1 Apr 2022 Cash flows 31 Mar 2023
£ £ £
Cash at bank and in hand 120,006 (32,717) 87,289
  

20