sh°s ome School-Home Support Service (UK) Report and Financial Statements Year ended 31 August 2023 Company number: 03991440 Charity number: 1084696 TABLE OF CONTENTS About School-Home Support 17 Financial summary Message from our Chair and CEO 18 FinanciaL review Our Strategy 21 structure, governance and management Our activities 26 Independent auditor's report 10 Our impact 30 Statement of financial activities 12 What we are seeing on the ground 31 Balance sheet 13 Where we work 32 Statement of cash flows 14 Our funders 33 Notes to the accounts 15 Our culture 45 Reference and administrative details 16 What we will do in 2023/24 School-Home Support's objects. as set out in its Mernorandum ofAssociation. are to advance education by promoting. developing and assisting In the provision of services which contribute to the pastoral care of pupils and/or which foster links between school and home. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 ABOUT SCHOOL-HOME SUPPORT School_Home Support is a nationaL charity which SLipportg familieg whoge children are absent from school by addressing the root causes of high absence through whole family support. Our practitioners provide bespoke support to help understand and tackle barriers to good school attendance and attainment. Our remit is to improve attendance. We do this by building trust. resilience and skills across the whole famiLy. Children and families are at the centre of everything we do. We work with them to create a positive cycle of support. Our ultimate goal is to make an effective. Long- lasting impact in the lives of children, young peopLe, famiLies and communities we serve by strengthening the bridge between home and cchooL In order to achieve this, we implement strategies and practices following a sustainable framework. Framework for sustainable support outcomes Our vision Every chiLd in school. every day by 2050 Comprehensive approach Our praclitionors look al Ihe various Interconnected factors aftecting a child's ability toacts their education, such as family dynami¢s. socio-economic ondibons and c¢>mmunity suprtsL to provide be5wke support. Our Mission Children in school, ready to Learn. Whatever it takes. Targeted intervention Our practitiontrs have access to network of sorvicos and knowledge that allows them to use resource5 effectively. maximising Ihe impacl of thar Our Values Collaborate Working together, engaging the whole family. school and other seNices, we support families to break the intergenerational cycle of deprivation. Building capacity By working closely with families. 5choots and communitie5. our model builds capacity and ernpower5 IndkVidu315 and educational 5elting to 5U5tain the po￿tiVe outcomes a£h￿Ve￿ during our Intervent￿n. Achieve ••• We work to be a high achieving organi5ation, to give @very child the chance to thrive and achieve their best. Data-driven approach Respect Our model Incorporales dat coLigcbon and analysis to m8k• eviclence-based adJu5trnent5 and adaptations. ensuring the 5U5tairb3bility of our effort5. Placing value on the emotional and practical needs of familie5. listening to their issues, recognising and working with their strengths to support the learning and development of children and young people. ColLaborative partnerships We fosier colU4boralive partnerships wilh tolicyrnakers. funders. think tanks. and cornTnunily group5 tt> ac￿$$ resources. Share best practices. aaQ a￿v￿ale forsustsinable investTnenl In whole family Support 5ervice5 Empower Starting with their strengths. we support the building of resilier)ce in children and their families. enabling parents to support successful educational outcomes for their children. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 MESSAGE FROM OUR CHAIR Tackling the root causes of persistent absence with School-Home Support's effective model SchcK)l-Home Support's whole family support mod81 is effective, even in the most difficLJII circumstances. OLJr practitioners work with the whole family to unpick the root causes of persistent absence, whatever Ihey may be and help get children back to school. The greater the absence problem. the more effective a School- Home Supporl intervention is. For the most severely absent group, those who attend less than 50% of school sessions, support from a School-Home Support practitioner typically led lo an extra 8 weeks in school that year, FRED SHARROCK School-Homg Support Chair of Trustees In 2022/23 school attendance has becowE a national crisis. The levels of absence seen since schoo returned from lttkdown are unprecedented. This must not become part of the country's'new normal.. School-Home Support's vision 'Every child. in ￿h1x)I. every day can and rnust be achieved. This year, with support from schools. funders and local and national government. we've workecl wlh thousands of famibes via our whole family support model and helped children to be back in school to make the most of their education. Our model works and it is needed more than ever. 'The levels of absence seen since schools returned from Lockdown are unprecedented." S¢h(K)l-Home Support's model is now operating in more areas of the country than ever before. Our leams of school-based practitioners in BLackpool. Bradford. Easlbourne, Kent and M￿WaY. Jverpool, London arKI Manchester are now joined by a growing group of community-based practitioners working across multiple schools in Liverpool- a model which we wll expand to other towns and cities. In 2022/23 the overall rale of absenee wa LL/ts. LIP from 4.7°A in 2 18/ia. That seemingly s￿￿1[ change represents an extra 45 million school days missed., On average. it means that every child is missing nearly three weeks of school a year. 8ul this absence is not evenly distributed One in five ¢hildren is re¢orded as persistently absent - meaning that their absence is likely lo have a significant detrimental impact on their learning and life chances. oms We are in the second year of our 5-year strategy. which will se8 us grow both in terms of numbers of practitioners and also exiend our reach into schools that can't acce￿ a 5chool-Home Support practitioner. by developing programmes lo equip school staff with the skills and knowledge that our practitioners deploy. There are many reasons why those children are missing schcx)l The issues are complex and intersect. children or their parents may be struggling with poor health, families are rehoused away from their child's school. some are unable lo afford uniform5 or travel. or working several jobs to make ends meet and struggle to find the lime lo support their child's attendance. This has been my final full year as a trustee of School- Home Support and as chair of the board 11 has been a privilege to work with the charity since 2016.1'm proud of how School-Home Support has risen to the many challenges it has faced during a turbulent peri(xJ for our eountry. Thts efficacy. rcailitrnee ttnd flcxibility of its model has been amply demonstrated. A5 the charity approaches its 40th anniversary. it is well placed to rise lo the challenges ahead and play a critical role in ending the attendance crisis for goocl. Our research, in partnership with Pubtic First. has also shown that the parKlemic and lockdown have shifted attitudes to school attendance for parents across the country and in all parts of society. For better off families Ihis shift In altitudes might make Ihem more kely to take term time holidays. For children whose parents are struggling with economic, health or housing problems. Il could mean they are less likely lo priorilise school attendance over the other ch&4llenyes in Ilieir lives. Fred Sharrock, Chair of Trustegs I AsswN4SigDday school yearsf￿sCh￿-￿ ch￿10n In EWdistatoScl￿L15193¥of91 3.8trtsofthl5gioup￿W￿2o￿￿￿￿prOVeIy￿1I￿￿ttendaT￿& ewiYFMt040eKitatysatterfed SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 MESSAGE FROM OUR CEO Behlnd each statlstlc there Is a chlld who needs to be at school Cases continue lo be more complex than pre- pandemic. we have seen an increase in applications to our Welfare Fund and housing has spiked as a significant issue Ihis year for the ihiidren we support. JAINE STANNARD SchooL-Home Support Chlef Executlve No Chi￿ should have to Ilve in insecure. tjnsuitable or poor quality housing. but many do and this is a barrier to children altencling school. We neecl a sustainable solution from the whole education communily and a response to the altendance crisis from ￿rOsS the government. I wanted to start by thanking Fred for his unwavering SUPPOrt and considersj guidance dunng his peri¢xl Clittir driLJ diw IIusLee. Wv lidve LI￿riy￿ 51gnificantly as an organ15ation 51nce 2016 and his leadership and support ha5 helKÈd us slabilise and grow In order that we can continue to be there for the increasing numbers of children and families that need our sUPPOrt. And that number, as Fred highlight5. Is at i most signif￿ant for a generation. "we are advocating for a service of whole family support practitioners" Official ststisbcs for Autumn 2022 stste that L7 milbon (i in 51 children are persistently absent from school. These children are missing at least loyo of their schooling each year arKI many are Missing much much more than this. wth some disappearing from education forever. He￿ al School-Home Support, we are advocating for a service of whole family supwrt praclilioners that can take the time to dig a bttle deeper to unpick the i5SUè5 bèhind children's absen￿ from school a￿1 offer bespoke support to the child and the￿r family S¢hoc)b are doing their best but they ¢an't do everything. And, families need urgent, comprehensive support that addresses the challenges they are facing. "FamiLies across England need practical help and support now" Th15 foure has doubled since the pandemic which i8 why so many commenlalors are saying that we are at a crisis point and urgent action Is required. I'm very proud of Our achievements this year- the first year of our new five year strategy. Our practitioners continLie to provide b'fe changing support to thousands ol famib'es across England. We launched our first national campaign. with OLJr Dig a Little Deeper campaign. We have developed a new Servi￿ delivery model to support schoo15 to increase allendance which we will pilot in 202y24. And we continue to consolidate and grow in the areas where we deliver our fa￿ to face services. We thow that behind each stalistic there is a ehitd who needs to be at school in order to have the besl siart in life In Fry experience most families want their children to make the most out of their education so they can maximise future ￿fe chances. The underlying catjses of persistent and severe absence (children missing more than 50% of their schooling) are complex and Ihere arè cèrtainly no quick fixes. l am so thankful lo our wonderful supporters. funders, partners and keen advocates that allow us to deliver our work. We are committed to continue our work with renewed determination and build upon our achievements to reach more families and children. support schools to address pèrsistent absen￿ and influence policy and practice Addressing these causes requires a multi-faceted approach involving schools. families. and communilies. What we see day-to-day with the families we support is indicative of the wider problems in society. Jalne Stannard, Chlef Executlve SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 OUR STRATEGY Recent figures show that i in 5 children are persistently absent from school, meaning they are missing more than 10/0 of their education and severeLy affecting their future life chances. School-Home Support aims to get children back to school ready to learn, whatever it takes. Our vision is that every child is in school every day by 2050. In 2022 we launched our highly ambitious five year strategy to reach even more chiLdren and give them the best start in life. We WILL work to achieve the following strategic goals.. i. Reach more children and families Our School-Home Support practitioners work with children and families. making a huge difference to their future life chances. We are determined to maintain the quality of our existing services and to expand into new areas. making a difference to more children and families who need our support. By 2027 we will... Increase deknvery by 62°% to reach 12g,344 children and families. Sustain our current practitioner model lo directly SUPKK)rt 25.016 people between 2022 and 2027. Expand the practitioner model into g new areas, directly supporting a further 15.576 people. 2. Support more schools to address persistent absence We are determined to reach more schools and to develop new ways of delivering our services. By 2027 we wilL.. Build a new model of delivering our services. supporting schools to embed the School-Home Support model li their work. Scoping will lake place in 2023. Wlth the plan to pilot in 2024. fully rolling out the model from 2025. Continue to provide expert input and casework support for school staff at all levets. scoping the market for this service and developing accordingly. Review and develop our membership offer to share infomiation about best practice in improving attendance. Tooik 3. Influence policy and practice Tackling school absence require5 policy and practice change. We are determined to use our expertise and profile to bring about these changes throughout the education system. By 2027 we WILL.. Raise our national profile as a delivery organisation and thought leader in the field of educational inequaknty and attendance to deliver the change our families need. Advocate for change for the most vulnerable families by building relationships and influence across Westminster. Whitehall and regional government to support the development of Education policy. systems and practice enabli'ng all children to be in school ready to learn. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 OUR ACTIVITIES THIS YEAR Families continue to grapple with the increasing cost of living, inflation, the housing crisis and years of cuts to essential services that have led to increased levels of absenteeism across England. Last year, we set ambitious goals to reach more chiLdren and families, help schools to tackle absence and influence policy to address the urgent and evolving needs of the communities we serve. Our commitment to supporting children and families has deepened in response to the multifaceted chaLlenges they face, reinforcing the indispensabLe roLe of whole family support in navigating these complex circumstances. i. Reach more children and families It has been a challenging year due to the budgets of our partner schools being increasingly stretched, but through careful use of our reserves we have been abLe to retain talent and protect existing relationships so we can continue to deliver our services. Over the Last year, we have continued our ivork in our first new area of LiverpooL, retaining taLent, local relationships with providers and schools and continuing to deLiver vital services to families. We successfulLy applied for funding from the Br AFE At (funded by the Department for Education) to recruit ten new School-Home Support practitioners in Bradford, reaching many more children and families in the area. We continued to work in our other established target geographical areas of Blackpool, London, Manchester, Eastbourne and Kent FolLowing a thorough research phase, we chose SheffieLd as the next area to expand our services into. ¥iV SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 2. Support more schools to address persistent absence SupeNision We increased the deLivery of external supervisions to support settings to improve outcomes and keep children safe, and ensure their staff are supported and developed through objective and constructive feedback Consultation and development Over the Last year, we have researched and developed a new pilot modeL of service delivery that WILL enabLe schooLs to embed our whole family support model directly into their work. We conducted consultations with School-Home Support practitioners, schools, and other charities/locaL authorities, which all fed into the design of this new model. In response to Government guidance on attendance introduced for September 2022, School-Home Support developed a new Improving Attendance Toolkit, which we consulted on with our partner schooLs, and launched externally in October 2023. Our toolkit helps schooLs to understand what's required of them under the new guidance, and provides resources to introduce more famiLy support into their approach. Improvi Attenda Toolkit 66 Your (SHSI service so far has done more for our famiLies in 3 weeks then other organisations have done in 2 years. We hope this partnership continues a long way into the future. Headteacher in London 3. Influence policy and practice In February 2023. we Launched our Dig a Little Deeper Campaign, calling on the Government to fund a service of family support practitioners across the country to soLve the attendance crisis. We also published our briefing paper for the campaign - Filling the Gaps in Family Support to Improve School Attendance- which sets out our vision for a system where schools and families struggling with attendance get the support they need. We have been using this to brief Mps and Lords on both sides of the House. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 The Education Select Committee Launched an inquiry into persistent absence and support for disadvantaged pupils. We mitt writt to the inquiry and our Trustee Alice WiLcock, in her position as Head of Education Policy at the Contre for Social Justice, gave oral evidence on behalf of the CSJ. making a strong case for investment in 2,000 attendance mentors. based on our practitioner model. This year, our engagement with both national and locaL media has significantLy supported our strategic goals. These activities have played a pivotaL role in raising awarpng££ about thg att?ndancp cri£1£ in £chool£ acros_£ th? country Our'Dig a Little Deeper. campaign received substantial media attention. including a feature in The i, coverage in TJLttht2LdLt, and an opinion piece authored by Jaine Stannard, our CEO. in S h I Week. We have also cultivated cLose working reLation5hips with key figures in the media Landscape resulting in coverage in and LyJkn to name two features. JOIN OUR CAMPAIGN ,take the time to 'Dig a Little Deeper. 51 JOIN OUR CAMPAIGN JOIN OUR CAMPAIGN RECOMMENDATIONS RECOMMENDATIONS Schools should have a range of attendanc8 support opportunities available to them including be5poko whole support. Wholè famlly sltpport available at the earliest stage is necessary to tackle the root causes of absence. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 OUR IMPACT At the heart of our mission are children and families. and our dedication to fostering a positive cycLe of support is unwavering. ColLaborating closely with them. our practitioners deliver personalised, comprehensive family support aimed at overcoming obstacles to good school attendance and attainment. To find out more about the impact we've rnade for famiLies and chiLdren, we invite you to explore our detaiLed insights in the Jm52aOLQ£F2Qtt2￿￿I , Supporting families with complex issues and challenges The number of interventions each practitioner dealt with has increased year on year by 3/. to 261 from 252 and continues to be 26/. higher than pre-pandemic levels. 86/ Increase In appticalions to r Welfare Fund Practitioners provided crucial assistance directly to 5,248 individuals - a combination of children and family members, A notable 67/0 of these families were facing at least two complex chaLLenges simultaneously. And, the number of applications to our Welfare Fund has increased by a significant 86/. 26/ In¢r•as•d Interverttiort* Hlgher than pre- pandEM￿ Lo¥•Ls An important shift in support needs has also arisen this year. There has been a significant157.r,/i increase in children identifying housing as one of the biggest challenges they face. And although overall housing safeguarding aLerts remain relatively Low, a 40°A increase from the previous year highlights the safeguarding dimension of the housing crisis. 5,248 Childrgn and family members directly supported SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 io School-Home Support provided intensive support to 885 children in 2022-23 An impressive 70/1616 childrenl of those achieved an average increase of 8.4% in their att•ndan¢e rat•. Thig ig the equivalent to an additional 17 days in sehooL. The average length of support for aLI students was 8 months, The average improvement in attendance for aLI 885 children was 3/, which equates to an extra 6 days in school per year. Support provided to perslstently absent children. The average attendance at the start of support for this group was 68/. The average Length of support for persistentLy absent students was 8 months. 73/. io% 20 Improvod thelr attgndan¢o Avorag8 Impro￿Mont In attendance Extra days In hool Support provided to severely absent children. The average length of support for these students was 6 months. The average attendance at start of support for this group was 24/. 86/ 20/ 40 Improved thelr attèndan¢e Avera lrnpr(¥veTnentln attendance Extra days In schooL 4 pÈtSLStenlab￿r￿￿ts￿na wplénffjlniÈJit'sov•rallabswLèÉpuaLèsio its%￿ miÈof thu pOs9￿È￿sstt SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 li WHAT WE ARE SEEING ON THE GROUND Main family issues at point of referral When famiLies and young peopLe are referred to School-Home Support. practitioners conduct an assessment to check what their presenting issues are. WhiLe parents of children struggLing with attendance presented with the same worries as the previous year I'progress to work,. 'your wellbeing, and 'home and money'l, concerns about housing was one of the top 3 presenting issues for children for the first time. Wh•ro you knve Top3 presenting issues for children Progross to work onfidenc and s•lf esteem Home and Money Top3 presenting issues for parents and carers F••lings and Behaviour Your wellbeing POOR HOVSING IS A MAJOR BARRIER TO SCHOOLArrENDANCE FOR YOUNG PEOPLE Our data reveals a 57.f/o increase in young people struggLing with schooL attendance who state that their current housing situation is a major concern. One in five of the young people supported said 'where they live, is a major barrier to school. This data sheds light on how issues beyond the schooL gate affect school attendance if families dont receive support to tackle the problems they face. School-Home Support practitioners are heLping more chiLdren and their famiLies with housing issues so they can prioritise school. Practitioners are helping to secure appropriate accommodation. writing to housing officers, signposting to other services and making appLications to the School-Home Support Welfare Fund to buy essential ilems like a mattress, a desk or a washing machine. Read The reatured. illl￿ where School-Home Support's work and data was SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 12 WHERE WE WORK We currently deLiver our practitioner service in the following areas across England and we are planning to start deLivery in aheffield in 2024. Donkoy &3ncliiaryvisil Dentalh¥gi￿￿ Irainits3inManrh8Sior BAdlord Bixkpooi Uv•rpool Aspirtstl￿ ￿5510￿ In London Cooknng ckssin F4&￿1￿5( Ksnt& Modway Eastbwrn• sc&%vJnin Bra￿0[￿ Pr&c￿l￿r5C<￿IeCE￿￿Ch￿s￿lla5 grfidQna￿s￿ Bl￿f0rd IV￿r￿ ￿kDay¢dobr￿￿￿1> SPOTLIGHTON BRADFORD Since January 2023, we have delivered additional support in Bradford as part of the Government's CAFI T, If klorce investment, which focuses on vulnerable young people who are most at risk of missing out on their education. As part of this initiative, School-Home Support practitioners have ken working with io wondary schools across the Bradford district with diverse issues impacting young people's access to learning. This takes the number of schools that School-Home Support is working with in the city to 16. Our practitioners deliver intensive support for families most in need. and also offer a variety of early response support for all families in the school or loca. community. They can help with uniforms. resolving housing issues. providing mental health support, and anything else that becomes a barrier to education for a young person. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 13 OUR FUNDERS The crucial role played by our voluntary funders Thousands of disadvantaged children and famiLies rely on School-Home Support services every year. We wouldn't be abLe to reach the majority of them without the generous support of the charitable trusts, companies and individuaLs that donate reguLarLy to the SchooL-Home Support cause. We are truLy grateful for this vital support. We count on voLuntary donations to make a real difference for the families, schools, and communities where we work. Continuing chalLenges in accessing statutory funding from schools, Local authorities and government means that voluntary support more than ever continues to be our bedrock and has contributed no less than 70/ts of our totaL income in the last three years. To donate or discuss funding opportunities for School- Home Support. contact us on fundraisingcabshs.org.uk. Celebrating and thanking those who have contributed to our cause over the years This year, we weLcomed many funders to Parliament to thank them for the incredibly generous support they have provided through the pandemic and beyond. We heard fascinating speeches from our host Paul Maynard, MP for Blackpool North and CleveLeys, and our Patron Sir Kenneth OLisa OBE. HM Lord- Lieutenant of Greater London. Sir Kenneth Olisa Paul Maynard School-Home MP for Biackpool Support Patron North and Cleveteys A huge thank you to all our donors and supporters for helping us deLiver our services and bring a positive impact to the famiLies that need it the most during these challenging times. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 OUR CULTURE Embracing diversity and promoting equality SchooL-Home Support's commitment to creating a diverse workforce that is representative of the children, famiLies and communities we serve is crucial to deLivering an impactful service, and understsnding and responding to the unique needs and chaLlenges faced by the individuals we support. Equality, diversity and incLusion IEDII initiatives are central to our vision, mission and vaLues. Here's an overview of what we've been working on this year 4&- * Cultural Competency Framework We carried out comprehensive cuLturaL competency training with staff members to assess the organisation's level of culturaLcompetence and identify steps to improve it. Follow up actions included exploring how we increase communication and visibiLity of our organisationaL vaLues and the deveLopment of a set of resources for our practitioners to use in schooLs. Developing our translation seNice We are proud to have launched our translation service which involves voLunteer interpreters, avaiLable to support practitioners when working with famiLies whose first language is not English. This service is having a great impact in the quality of SUPPOrt our practitioners are able to offer. Menopause Champion Our Menopause Champion is a driving folce in moving this initiative forward and advising the organisation to create the most inclusive and supportive environment for staff going through the menopause. This year. we ran sessions for all teams across the organisation to explain what perimenopause is and how to support colleagues with symptoms. EDI Assemblies We have seen increased participation in our staff led EDI assemblies and Mental Health Awareness week activities. Highlights include group discussions about 'BLue Monday and 'Autism - A Different Way of Thinking, as weLL as special events for honouring Black History Month and LGBTQ+ History Month. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 15 WHAT WE WILL DO IN 2023-24 Goal one - Reach more children and families We will continue to sustain and grow our Practitioner Service, which has been evaluated and recognised as a model that supports children with attendance. Our successfuL Practitioner Service will continue in BlackpooL, Bradford, Liverpool, Manchester, London, Eastbourne and Kent buiLding reLationships with schooLs, multi- academy trusts as welL as influencers in government and think tanks. To support this ongoing success we will continue to invest in training and supervision for our practitioners. Following extensive research to determine our next target area, we aim to expand into SheffieLd in 2024. Goal two - Support more schools to address persistent absence Following key stakeholder consultations and product development Last year. this year we will deliver a pilot of our Senior Attendance Lead Training ISALT) Programme. The SALT programme will upskilL staff through training and supervision, alLowing schools to benefit from School-Home Support's expertise in relation to attendance. This WILL be a crucial pilot year for us in order to test the model's impact before additional rollouts can take place. Supervision continues to be one of the cornerstones of the SchooL-Home Support £taff1garning and dpvolopmpnt programm? in ord?r to not onty maintain a good work-life balance but also to reflect on frontLine support being provided. This year we will use stakehoLder feedback to heLp demonstrate the impact and cost benefit anaLysis of supervision to external organisations. Goal three - Influence policy and practice We WILI continue to build on the success of our first nationaL campaign. 'Dig a Little Deeper, was launched in February 2023 and calls on the Government to do more to fund and embed whoLe family support in and around schools, using our model to deLiver lasting improvements to schooL attendance and a stronger bond with families. We WILL continue to grow our policy and research footprint and strengthen relationships with the government, key infLuencers and the media. keeping school attendance in the national spotlight and driving changes to policy and practice which will benefit families who need support to tackle barriers to schooL. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 16 FINANCIAL SUMMARY Year ended 31 August 2023 Total Income £2.328,472 12021/22 - £3,258.342) Total Expenditure £3,022.287 I202￿22 - £3,066.9151 ChML*i8Acliwb 1% Chqiitatkactiwbe5 Charilabièactiwts&s. S￿￿tc0S￿ D￿lo￿$8￿tGr￿ Donations and Grants.. Ei,8Th058180% of total income) 2021/22 - £2,346.700172/1 Charitable actlvitles.. El,712,2￿156Y. of total expendlture) 2021/22 - £1.912,500162/1 Charitable Activities.. £443,738119%1 2021/22 - £909,546128AI Charitable activities- support costs: £836,588127%1 2021/22 - £733,305124/1 Investments (bank intere5tl.. £13,6761i°A) 2021/22 £2.096 1<0.i°Al Total cost of charitable activities £2,548,800183%1 2021/22 - £2.645.80518611 Cost of raising funds: E370,523113%) 2021/22 - £345,899111/.1 Ra151ng funds- SUPFX>rt C05ts.. £102,96414°A) 2021/22 - £75,21113YI Total cost of raising funds E473.487117%) 2021/22 - £421.110114/1 Planned Deficit The Trustees, in agreeing the budget for 2022/23, recognised a need to invest in certain areas of the organisation in order to provide a solid infrastructure for growth in accordance with the 2022/27 Strategy. As a resuLt. it was agreed to spend more than we expected to receive in the year, with the consequent deficit being covered by reserves. We are therefore showing a planned deficit of £694K1£19lK surplus in 2021/221 which is in line with the Trustees. budget for 2022/23. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 17 FINANCIAL REVIEW Voluntary Income Incomo from donations and grants in 2022J23 docroasod by 20/ on thG¥ pravious yÉ*ar with a total of £1,871K received1£2,347K in 2021/221. Some significant fundraising streams finished during the year. and although these have largely been replaced, the timing of income receipts means that the funds WILL not be recognised until 2023/24. Voluntary income remained the primary source of income in 2022/23, and its share of total income increased from 72/0 in 2021/22 to 80/0 in 2022/23. However, we do not expect this trend to continue in the short term., it is Likely that due to recent successes in winning local government contracts, earned income as a percentage of totaL income wilL increase in 2023/24. Trusts and foundations remains the Largest income stream within voluntary income. Corporate partnerships are also now weLI-established. We recognised during the year that we needed greater capacity to focus cn new business development as weLL as prospect researching and have invested in the team accordingLy - this should bear fruit in 2023/24 and successive years. A continuing challenge is our ability to cover 'core costs, and the fundraising team works hard to increase the proportion of our funders who are happy to contribute to infrastructure costs rather than concentrate soLeLy on direct delivery. They work cLosely with other teams in the organisation to modeL various scenarios and maximise core cost recovery. Income from charitable activities Earned income from charitabLe activities decreased by 51% on the previous year with a total of £444K received1£9ioK in 202￿221. This decrease was mainly due to the planned ending of a number of contracts during the year. However, there have been subsequent successes in winning further DfE contracts and this income WILI be realised in 2023/24. Constraints on schooL budgets continued to be a challenge to School-Home Support's ability to attract new business directLy from schools. Costs Direct fundraising costs increased by r/. to £370K1£346K in 2021/221. The total cost of raising funds (including support costs) increased by 12% to £473K1£421K in 202￿221. This is partly an indication of how our support costs have increased Ito £g39K from £808K in 2021/221 as we have invested in the infrastructure to support our new strategy. The cost of charitable activity. which is made up mostly of salary costs. decreased slightLy compared to 2021/22, mainly due to the planned ending of a number of contracts towards the end of the financiaL year. In 2020/21, the Trustees established a designated fund to support School-Home Support's strategy to grow to scale and reach more families,. the spending of the SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 18 majority of the remaining baLance on this fund in 2022/23 has fed into our overall costs traiary c05t5 are by far the major component of our overall c05ts178/0 of total c05t5 in 2022/23 and 80/0 in 2021/22) and as a result, we were not significantly impacted by increased costs of other goods and services during the year. The Trustees did however award a pay increase of 6/. for lower earners and 3/. for higher earners at the start of the year. Balance Sheet OveralL reserves at £1,3ook have decreased by 35/ from £1.993K in 2021/22. Restricted reserves have reduced by 41/ from £624k to £366k. During the year we spent £iooK or 37/12022/23 £198K or 63/,1 of designated reserves. leaving a smalL balance of £6K which will be spent in 2023/24. There is a decrease of £326k in generaL funds, from £1.254k to £g28k. Investment Policy School-Home Support had no investment activity in 2022/23 Other than the receipt of bank interest. Risk Management The Trustees confirm that they have reviewed an assessment of the major risks to which the Charity is exposed, particularLy operationaL and financiaL risks, and are satisfied that the controls and actions in place to manage and mitigate the major risks that have been identified are sufficient. The risk register is reviewed annually as a whole and key risks are discussed at each Finance Committee and presented to the Board for review. Although we have already seen a reduction in inflationary pressures and it is likely interest rates have peaked, the impact of the economy on the Charity's ability to raise income remains a major risk in 2023/24. SLuggish growth, coupled with uncertainty in an eLection year may impact negatively on funders and reduce the Charity s ability to raise voLuntary income. Moreover, continuing and increasing budgetary chalLenges in schools and Local authorities and their consequential impact on maintaining existing contracts or achieving new business may reduce the Charity s ability to generate earned income. On the expenditure side, salary costs are the most significant element. comprising 78/0 of the Charity 5 totaL expenditure181/0 in 2022/231. There is a risk that Ihe5e costs WILL increase as the Trustees continue to re￿IeW rates of pay in order to stay competitive and reward staff adequateLy and fairly given increased costs of Living. In order to mitigate the risks identified, especially in relation to mitigating the financial uncertainty, the Charity continues to review different scenarios and assess the Charity's abiLity to react and maximise opportunities to diversify income sources. absorb increased costs (especially salary costs), and expand the reach of its services. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 19 The roLe of its free reserves, as highLighted below, is key in mitigating the potentiaL impact of the major risks identified. Reserves Policy The Finance Committee. on behaLf of the Board of Trustees, meets quarterly and conducts an annual review of the Level of unrestricted reserves by considering risks associated with the various income streams, expenditure pLans and balance sheet items. This enables an estimate to be made of the Level of unrestricted reserves that are sufficient.. To aLlow time for reorganisation in the event of a downturn in income or asset values., To protect ongoing service provision.. and To aLlow the charity to meet its working capital requirements In 2023/24. the Charity is facing challenges to both its income and expenditure due to.. Uncertainty surrounding in the UK economy, coupled with poor or negligible growth, which couLd pose a risk to our voluntary income., Inflation.. Although rates have decreased, inflation increases the Likelihood of cost overrun in budgeted expenditure. especially in respect of salaries., Insufficient Government funding, which WILI reduce the funding available to schools to purchase services. Voluntary income as a percentage of incoming resources has increased this year Ito 80/ from 72/0 in 202￿22> We expect. however, that given new government and local authority initiatives. it is possibLe that earned income wilL become a bigger proportion of incoming resources. However, the Trustees must take into consideration that a material proportion of the charity s income is still Likely to continue to be generated from philanthropic sources. With these issues in mind. the Trustees reviewed a number of different scenarios which reflected the major risks identified in the risk register, incLuding the impact of the state of the economy on both voLuntaryi and eamed income and inflationary pressures on salary and other costs. They determined that the Charity shouLd ensure it maintsins free reserves between £493K and £i,oioK12021/22 - between £56oK and £1,06oKI. The Charity s free reserves at 31 August 2022 were £907k1£1,224K 2021/221. being unrestricted reserves of £934k Less designated funds of £6k and fixed assets of £21k This level of free reseNes is within the Trustees, stated policy above and, given the current leveL of economic uncertainty, the Trustees agree that this is a reasonable approach to ensure the Charity is able to meet its future commitments. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 20 STRUCTURE, GOVERNANCE AND MANAGEMENT Constitution School-Home Support is a charitable company limited by guarantee and not having a share capital, incorporated on 9 May 2000 and registered as a charity on 24 January 2001. The Charity is governed by its Memorandum and Articles of Association as amended by speciaL resoLutions, with the latest amendment dated 23 January 2020. The governing body of the Charity is the Board of Trustees. Trustees, who are aLso the Directors for the purpose of charity law, who served during the year and up to the date of this report are listed on page 45 of this report. The maximum number of Trustees allowed by the Articles of Association is fifteen and at the period-end there were twelve setving Trustees. During the course of the year. two Trustees resigned and two new Trustees were appointed Since the year end, three Trustees have resigned and three additional Trustees have been appointed. Bi-annuaLly. Trustees review the Board to identify any skiLls gaps and look externally for appropriate people in order to attract members with the reLevant experience and skills needed to improve the Board's effectiveness. The Trustees meet four times each year with the Management Team. Meeting5 are extended or additional shorter meetings are carried out for specific focus such as Business Plan development and review. Each Trustee is asked to complete a declaration of interest form which is reviewed and, if appropriate, amended, annually as well as it being a standing agenda item at Trustee meetings to ask Trustees to declare new interests. School-Home Support has four formal subcommittees with agreed Terms of Reference and appointed Chairs which report to the Board of Trustees. The four subcommittees are as foLLows'. i. Financo committee - meets four times a year to oversee the effective financial. risk management, recording policies and procedures and to report and make any recommendations to the Board. 2. Impact committee- meets formally a minimum of three times a year to provide oversight, support and guidance to the staff team in the measurement, evaluation. and communication of impact of its work with children, parents/carers. famibes. schooLs and wider society. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 21 3 Fundraising and Marketing committee - meets twice a year with ad hoc additional meetings for specific projects / issues as needed. Its focus is to review and advise on all oLemonts of the fundraising, markoting and communications stratogy and rglatod activities and make any recommendations to the Board. 4 Remuneration committee - this committee was established during the year and its first m￿tIng was held on 10th July 2023, The committee WILL meet twice a year with ad hoc additional meetings for specific projects or issues as needed. The Committee approves the remuneration policy for aLL employees and determines annually the pay and benefits packages of senior management. Management The Trustees are responsible for setting strategies and policies for the Charity and for ensuring that these are impLemented. The Finance Committee ensures that alL assets of the Charity are properly safeguarded, managed and used. and that funds are spent effectively and efficientLy in the course of its activities. In addition. the Committee reviews the effectiveness of internaL financial controls and risk management systems. The Committee meets prior to each Trustee Board meeting. The day-to-day running of the Charity is deLegated to the Chief Executive and her staff. The Chief Executive has responsibilit), for pLanning, developing and impLementing policies and strategies within clear guidelines and protocoLs set by the Trustees, In May 2023, the responsibility for PoLicy and Public Affairs was transferred from Fundraising and Communications to a new department and a new Head of Policy and Public Affairs was appointed, This new department will develop and impLement the Public Affairs and Development strategies to meet the charity's ambitious strategic objectives by 2027, growing its profile, reputation and delivery to a broad range of stakeholders across government, the education sector. families, and donors. The new Head of Poltcy and PubLic and Public Affairs, together with Head of Family Intervention. Head of Impact and Digital Delivery. Head of Fundraising and Communications and Head of Finance and Resources supported the Chief Executive during the year. Trustee Induction and Training Trustees are able to access a range of training to support thèm in their roLe and their understanding of the organisation. Training availabLe includes such areas as governance, finance. safeguarding and inclusion. New Trustees access a comprehensive induction programme and are allocated a 'buddy trustee to support them in their new role. They are also linked with a reLevant senior member of staff to support their understanding of the work of the organisation whiLst also allowing them to support that area of work with their expertise and skills. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 22 Trustees access a programme of shadowing front line staff to deepen their knowledge of the compLex issues the families the organisation works with face. Statement of Trustees. Responsibilities The Trustees (who are also directors of School-Home Support Service IUKI for the purposes of company Lawl are responsible for preparing the Trustees, Fieport and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Company law requires Trustees to prepare financial statements for each financial year which give a true and fair view of the state of the affairs of the charitabLe company and of the resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements. the Trustees are required to.. Select suitable accounting policies and then apply them consistently., CompLy with appLicabLe accounting standards, incLuding FR5 102, subject to any materiaL departures disclosed and explained in the financiaL statements., state whether a Statement of Recommended Practice ISORPI appLies and has been folLowed, subject to any material departures which are expLained in the financiaL statements., Make judgements and estimates that are reasonable and prudent., and Prepare the financiaL statements on a going concern basis unless it is inappropriate to presume that the charitable company WILL continue in business. The Trustees are responsible for keeping proper accounting records that discLose with reasonable accuracy at any time the financial position of the charitabLe company and enable them to ensure that the financiaL statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Disclosure of Information to Auditors The Trustees who heLd office at the date of approval of this report confirm that, so far as they are individualLy aware. there is no relevant audit information of which the Charity's auditors are unaware, and each Trustee has taken aLI steps that they ought to have taken as a Trustee to make themselves aware of any relevant audit information and to estabLish that the Charity s auditors are aware of that information. Going concern The Trustees consider there are no material uncertainties about the charity's ability to continue as a going concern. The review of the charity's financial position. reserves leveLs and future ptans gives Trustees confidence that the company remains a going concern for the foreseeable future. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 23 The Charity faces various risks incLuding inflationary pressures Iwhich although declining are still significantl, negligible predicted economic growth and economic uncertainty. Howevor, at the date of fiLing those financial statoments, whilst thore is uncertainty over what if any impact there may be on future donations, the leveL of current donations and controls in place, alongside strategic pLans to increase reach and influence poLicy, mean that. even under a reasonablè worst case scenario, the Trustees have grounds to believe that the charity is able to continue as a going concern for at Least ￿ months from the date of approval of these financial statements. Public Benefit In shaping our objectives for the year and pLanning OLJr activities, the Trustees have considered the Charity Commission's guidance on public benefit. incLuding the guidance 'public benefit.. running a charity IPB2)'. The Trustees are confident that through its objects. SchooL-Home Support meets those pubLic benefit requirements. The principles of public benefit- that it is identifiable, that it must be to the public and that any private benefit must be incidental - are demonstrated by the outcomes of our work as set out in this report. Pay Policy The Charity has a robust remuneration policy in place which supports a structured pay-scaLe matrix to reflect the broad range of skill sets throughout the organisation. Pay scales are reviewed to ensure they are aligned with industry standards based upon the specific areas in which the Charity works. They are also reguLarly reviewed in light of the increasing cost of living. School-Home Support is a "Living Wage. employer. The company s*ks to recruit high performing individuals and sets remuneration levels taking into account a range of factors including.. An individual's skiLls, performance and experience.. The size and responsibility of the role., and External benchmark data for the charity and culturaL sector Fundraising, Data Protection and GDPR The charity s main fundraising activity involves communications with corporates, trusts and foundations via telephone, email. fundraising events and sponsored events in line with the Fundraising Code of Practice set by the Fundraising Regulator. We will recruit a major giving manager to the fundraising team this year to support the growth of voluntary income as we continue to rely on it as an organisation. For the last thr years at Least 70% of our services have been funded by voluntary donations SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 24 Where members of the public have donated or joined our Membership programme. we adhere to tight guidelines informed by the DPA and GDPR legislation. Our privacy poLicy can bo found on our wobsito. Our School-Home Support Supporter Promise is availabLe in fulL on our website. Key principles for fundraising activities with the public include the following.. We adhere to the Fundraising Code of Practice All our activities are open, fair, honest and legal If we are asked to change how we communicate with individuaLs. or stop, we will doso We do not selL contact details to anyone. The charity is registered with the Fundraising Regulator and adheres to the standards of the FundraiJing Code of Practicc. No complainta about fundraising activity wcre received in the year. In presenting this report, the Trustees have complied with the Statement of Recommended Practice, Accounting and Reporting by Charities, the Companies Act 2006 and applicable United Kingdom Accounting and FinanciaL Reporting Standards, including FRS102 and have given due regard to the Charity Commission's generaL guidance on pubLic benefit including the guidance public benefit.. running a charity IPB21'. The financial statements that follow later in this report comprise the Statement of Financial Activities, the BaLance Sheet. and the Ststement of Cash Flows and related notes. The Trustees, Report was approved by the Trustees on 24 January 2024, and is signed as authorised on its behalf by.. NikoLai Petrou, Chair of Finance Committee Date 24/01/2024 Fred Sharrock. Chair of the Board of Trustees Date 24/01/2024 SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 25 INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF SCHOOL-HOME SUPPORT SERVICE (UK) FOR THE YEAR ENDED 31 AUGUST 2023 Opinion We have audited the financiaL statements of SchooVHome Support Service IUKI for the year ended 31 August 2023 which comprise the Statement of FinanciaL Activities, the Balance Sheet. the Statement of Cash Flows and notes to the financial statements. including a summary of significant accounting policies, The financial reporting framework that has been appLied in their preparation is appLicabLe Law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard appLicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice). In our opinion, the financial statements.. give a true and fair view of the state of the charitabLe company's affairs as at 31 August 2023 and of the charitable company s net movement in funds. including the income and expenditure, for the year then ended,, have been properly prepared in accordance with United Kingdom GeneraLIy Accepted Accounting Practice,, and have been prepared in accordance with the requirements of the Companies Act 2006. Basis for opinion We conducted our audit in accordance with International Standards on Auditing IUKI IISAS IUKII and applicable law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report, We are independent of the charity in accordance with the ethical requirements that are reLevant to our audit of the financiaL statements in the UK, including the FRC'S Ethical Standard. and we have fulfilled our other ethicaL responsibilities in accordance with these requirements We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. Conclusions relating to going concern In auditing the financial statements, we have concluded that the trustees, use of the going concern basis of accounting in the preparation of the financiaL statements is appropriate. Based on the work we have performed. we have not identified any material uncertainties relating to events or conditions that, individually or colLectively, may cast significant doubt on the charitable company s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. SCHOOL-HOME SUPPORT SERVICE IUIO-Year erKled 31 August 2023 26 Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report. Other information The trustees are responsibLe for the other information. The other information comprises the information included in the Trustees. Report and the Chair s Report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitLy stated in our report. we do not expre￿ any form of assurance conclusion thereon. In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconslstent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a materiaL misstatement of this other information, we are required to report that fact. We have nothing to report in this regard. Opinions on other matters prescribed by the Companies Act 2006 In our opinion, based on the work undertaken in the course of the audit.. the information given in the Trustees Report Iwhich incLudes the strategic report and the directors, report prepared for the purposes of company lawl for the financial year for which the financial statements are prepared is consistent with the financial statements.. and the strategic report and the directors, report included within the Trustees, Report have b&n prepared in accordance with applicable Legal requirements. Matters on which we are required to report by exception In the light of the knowLedge and understanding of the charitsbLe company and its environment obtained in the course of the audit. we have not identified materiaL misstatements in the Trustees, Report (which incorporates the strategic report and the directors. report). We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 rèquires us to report to you if, in our opinion.. adequate accounting records have not been kept by the charitabLe company.. or the charitable company financial statements are not in agreement with the accounting records and returns: or certain discLosures of trustees, remuneration specified by Law are not made.. or we have not received aLL the information and expLanations we require for our audit., or SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 27 the trustees were not entitled to prepare the financiaL statements in accordance with the smalL companies, regime and take advantage of the small companies, exomptions in proparing tho trustoes, roport and from the requiromont to proparo a strategic report. Responsibilities of trustees for the financAI statements As explained more fuLly in the trustees, responsibilities statement Iset out on page 231. the trustees Iwho are aLso the directors of the charitable company for the purposes of company lawl are responsible for the preparation of the financiaL statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financiaL statements that are free from materiaL misstatement. whether due to fraud or error. In preparing the financial statements, the trustees are responsible for asse55ing the charitable company's abiLity to continue as a going concern. disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to Liquidate the charitable company or to cease operations. or have no reaListic aLternative but to do so, Auditor's responsibilities for the audit of the financial statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from materiaL misstatement. whether due to fraud or error, and to issue an auditor s report that includes our opinion. Reasonable assurance is a high leveL of assurance. but is not a guarantee that an audit conducted in accordance with ISAS IUKI will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if. individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements. Irregularities, including fraud. are instances of non-compliance with Laws and regulations. We design procedures in line with our responsibilities. outlined above, to detect material misstatements in respect of irregularities, incLuding fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed beLow'. Based on our understanding of the charitable company and the environment in which it operates, we identified that the principal risks of non-compliance with laws and regulations related to charity and company law applicable in England and Wales, fundraising regulations, data protection laws and safeguarding regulations. and we considered the extent to which non-compliance might have a materiaL effect on the financial statements. We also considered those Laws and reguLations that have a direct impact on the preparation of the financial statements such as the Companies Act 2006 and the Charities Act 2011. employment taw and payrolL tax. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 28 We evaluated management's incpntives and opportunities for fraudulent manipulation of the financial statements (including the risk of override of controLsl, and determined that the principal risks were related to the completeness and cut-off of donations and grant income. Audit procedures performed by the engagement team included.. Inspecting correspondence with regulators and tax authorities,. Discussions with management including consideration of known or suspected instances of non-compliance with laws and regulation and fraud,, Evaluating management's controls designed to prevent and detect irregularities; Iclentitying ancl testing Journals, In particularjournal entries posteci with unusual account combinations. postings by unusual users or with unusual descriptions.. and ChaLlenging assumptions and judgements made by management in their criticaL accouniing estimates. Because of the inherent Limitations of an audit, there is a risk that we will not detect alL irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. Thi5 risk increases the more that compliance with a taw or reguLation is removed from the events and transactions reflected in the financial statements. as we will be less likeLy to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud invoLves intentional conceaLment, forgery, collusion, omission or misrepresentation A further description of our responsibiLities for the audit olthe financiaL statements is Located on the FinanciaL Reporting Council's website at.. www,frc.org,uk/auditorsrespon ibilities. This description forms part of our auditor's report. Use of our report This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company's members those matters we are required to State to them in an Auditor's report and for no other purpose. To the fullest extent permitted by Law. we do not accept or assume responsibility to anyone other than the charitable company and the charitable company s members. as a body, for our audit work, for this report, or for the opinions we have formed. Vikram Sandhu (Senior Statutory Auditor) For and on behalf of Haysmacintyre LLP, Statutory Auditor 7 February 2024 10 Queen Street Place London EC4R thG SCHOOL-HOME SUPPORT SERVICE IUK)-Year ended 31 August 2023 29 STATEMENT OF FINANCIAL ACTIVITIES (Including Income & Expenditure Account) for the year ended 31 August 2023 Unr*stri¢ted funds General Designated Funds nds Restricted lundg Total 2023 Totsl 2022 Notes In¢+)m• fr¢¥n: Donat*)ns and 9rants Charrtatle ActMtie$ 396,694 1,474,384 1,871.058 2,346.71x1 443.738 443,738 Investments 13,676 13.670 Totsl Income 854.108 1.474.364 2.328.472 J.258.342 Expenditure on: Raising ftjnds 473.487 473.487 421.110 Ch•rit•* ktm1￿$ 7￿,823 109,328 1.732,649 2.548.800 2,645.805 Total Expenditure 1.1eo,310 10•,32B 1.732,649 3,022,287 3,066.915 Net Income lexpenditurel for the year Transfers bets￿n funds 1326.202 (109,3281 1258.2851 1693.815) 101.427 Funds brought forward 1 September 2022 1.254.240 115,294 23.969 1.993.503 1.802.076 Fundg al 31 August 2023 16 928.Q38 365.684 1.299.8B8 1.993.503 The statement of financial activities includes all gains and Losses recognised in the year. All transactions during the year are derived from continuing activities. The notes on pages 33-44 form part of these financial statements. Comparative figures for the prior financial year are shown in note 18. SCHOOL-HOME SUPPORT SERVICE IUIO-Year erKled 31 August 2023 30 BALANCE SHEET As at 31 August 2023 2023 2022 Not•s Flx•d •$$•ts Tanglbbe ass•ts Irrtarylbl• ass•ts 10 20,788 20.788 30 263 Current Asg•ts Debtors C•gh at b•nk and In hand 12 216,225 1.484.863 146.9)9 2.295.023 1,701,088 2.44 T.932 Cr•dtt¢Y8: Arnounts falliw¥J du• withln on• yew Not curr•nl a$￿t# 13 1422.188) 1478.6921 1.278,900 1.963.240 N•t assets 15 1.993.$03 Funds D•S19￿1•d funds a•n•ral funds Y 15.294 1.254.240 928,038 Totsl unr•#trlet•d funds R•8trl¢t•d funds 16 16 934.004 365.684 1.369.S34 623.%9 Totsl Funds 1.299.088 1.993 503 Company Number. 03991440 The financial statements on pages 30-44 were approved by the Trustees on 24 January 2024 and signed on their behaLf by. NikoLai Petrou, Chair of Finance Committee Date 24/01/2024 Fred Sharrock, Chair of the Board of Trustees Date 24/01/2024 SCHOOL-HOME SUPPORT SERVICE IUIO-Year erKled 31 August 2023 31 STATEMENT OF CASH FLOWS For the year ended 31 August 2023 2023 2022 Reconciliation ol net lexpendiiurel l incom• to net ¢•sh flow Irom QP¢fating adivilie¥ Net lexpendrture) w*omE for the yt4r Deprec¢alio Imiestrnenl ir￿e)me Decrease I lYKrease) in debtors IDe¢reasei I Increase kn tredrtors Met cash generated by lused inl operating actlvit*s (693.8151 11.010 (13.676 (69.3161 (56,503) 191.427 10.056 12.096 9.228 1214,199) 1822.3011 15.584} Cash flo*? tr<>m investing a¢tivilies 8ank interest receNed Purchase of fixed asset5 13.878 {1,5351 2.096 118,723) Net cash w0￿1•d by l (US￿ inl thièstw actmtses 12,141 116.627} Change in cash and cash equivalents in the year (810.160 22.211) Cash al 1 September 2022 2,295.023 2.317.234 Cash at 31 Augu¥1 2023 1,464.863 2.295.023 2023 2022 Anatysig ol changes in net debt Cash at 1 September 2022 2.295,023 2.317.234 Cash flows 1810.1601 122.2111 C•sh •131 A¥gu•t 2023 1.484.863 2 295.023 SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 32 NOTES TO THE ACCOUNTS i. Accounting policies Accounting convention The accounts Ifinancial statements) have been prepared in accordance with the statement of Recommended Practice.. Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 1021 and the FinanciaL Reporting Standard appLicable in the United Kingdorn and Republic of Ireland IFRS 1021 (second edition effective 20191 and the char￿tieS Act 2011 and UK Generally Accepted Practice as it applies from i January 2015. Assets and liabilities are recognised at historical cost or transaction value. The financial statements are prepared in sterling. which is the functional currency of the charity. Monetary amounts in these financiaL statements are rounded to the nearest pound. ritle The charitable company has an exemption under Paragraph 60 of the Companies Act 2006 from using "Limited. in the title. Public benefit entity The charity meets the definition of a public benefit entity under FRS 102. Going concern As highLighted in the Trustees, report above, the Trustees consider there are no material uncertainties about the charity's ability to continue as a going concern, The financiaL statements have therefore been prepared on a going concern basis which assumes that the charity will continue in operation for a period of at least 12 months from the date of approval of these financial statements. SCHOOL-HOME SUPPORT SERVICE IUIO-Year erKled 31 August 2023 33 Income Income is recognised when the charity has entitLement to the funds, any performance conditions attached to the income have been met. it is probabte that the income will be received and that the amount can be measured reliably. Income received for general purposes of the charity is credited to unrestricted funds. Income subject to specific wishes of the donor is credited to reLevant restricted funds. Income received in advance of the provision of a specified service is deferred until the criteria for income recognition are met. Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity, thi.% i.£ normalLy upon notification of the interest paid or payable by the bank. Donations of gifts, services and facilities Donated professional services and donated facilities are recognised as income when the charity has control over the item or received the service, any conditions associated with the donation have been met, the receipt of economic benefit from the use by the charity of the item is probable and that economic benefit can be measured reliabLy Fund accounting Restricted funds are to be used for specific purposes as laid down by the donor. Expenditure which rn￿t5 these criteria is charged to the fund. Unrestricted funds are donationg and other incoming resources received or generated for the charitable purposes. Designated funds are to be used for specific purposes as agreed by the Board of Trustees. Expenditure which meets this criteria is charged to the fund. Expenditure Expenditure is recognised once there is a Legal or constructive obligation to make a payment to a third party. it is probable that settlement WILI be required and the amount of the obligation can be measured reliabLy. Expenditure is classified under the foLlowing activity headings.. Costs of raising funds relate to the costs incurred by the charity in inducing third parties to make voluntary contributions to it. as well as the cost of any activities with a fundraising purpose., Expenditure on charitable activities incLLJdes the costs of deLivering support to schools, undertaken to further the purFX)ses of the charity and their associated support coqtg. Where cogt.£ cannot be directly attributed (support cost£l, they have been alLocated to the activities on a basis consistent with the use of resources.. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 34 Governance costs are the costs associated with the governance arrangements of the charity. These costs are associated with constitutional and statutory requirements and include any costs associated with the strategic management of tli¥ iliai.ity s activities. Operating Leases Where assets are financed by leasing agreements that give rights approximating to ownership I'finance Leases'l. the assets are treated as if they had been purchased outright. The amount capitalised is the present value of the minimum Lease payments during the Lease term, The corresponding leasing commitments are shown as obLigations to the lessor. Tangible fixed assets Items of equipment are capitaLised where the purchase price exceeds £1,000. Depreciation costs are allocated to activities on the basis of the use of the related assets in those activities. Assets are reviewed for impairment if circumstances indicate their carrying value may exceed their net realisabLe value and value in use. Depreciation is provided at rates caLcuLated to write down the cost of each asset to its estimated residual value over its expected usefuL life. The depreciation rates in use are as follows.. LeasehoLd improvements Fixtures & fittings straight Line over length of lease Straight Line over 5 years straight line over 4 years Intangible fixed assets Amortisation is provided at rates calculated to write off the cost of each asset, less any residual vaLue, over its expected useful life. The amortisation rates in use are as foLIows. Website costs Software costs straight Line over 4 years Straight line over 4 years Debtors Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are vaLued at the amount prepaid net of any trade discounts due. Cash at bank and in hand Cash at bank and cash in hand includes cash and deposits held at call with banks, other short-term Liquid investments with original maturities of three months or less. Creditors and provisions Creditors and provision5 are recognised where the charity has a present obLigation resuLting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably SCHOOL-HOME SUPPORT SERVICE IUIO-Year erKled 31 August 2023 35 Creditors and provisions are normally recognised at their settlement amount after aLlowing for any trade discounts due. The charity onLy has financial assets and financiaL Liabilities of a kind that qualify as basic financiaL instruments. Basic financiat instruments are initiaLly recognised at transaction value and subsequentLy measured at their settLement vaLue with the exception of bank Loans which are subsequentLy measured at amortised cost using the effective interest method. Financial Instruments The company has elected to apply the proiiision of Section 11 'Basic FinanciaL Instruments, and Section 12'0ther instruments, are recognised in the company's baLance sheet when the company becomes party to the contractuaL provisions of the instrument FinanciaL assets and Liabilitie5 are offset, with the net amounts presented in the financial statements, when there is a LegaLly enforceabLe right to set off the recognised amounts and there is an intention to settle on a net basis or to reaLise the asset and settLe the LiabiLity simultaneousLy. With the exceptions of prepayments and deferred income alL other debtor and creditor balances are considered to be basic financiaL instruments under FRS 102. See notes ￿ and 13 for the debtor and creditor notes. Pensions The charity operates one defined contribution pension scheme for empLoyees. The pension charge represents contributions payable by the charity for the period, and the charity's LiabiLity is limited to the amounts of the contributions. The scheme is as foLIows'. A scheme administered by AEGON Scottish Equitable, the funds of which are separate from those of the charity. Critical accounting estimates and areas of judgement In preparing financial statements it is necessary to make certain judgements, estimates and assumptions that affect the amounts recognised in the financial statements. In the view of the trustees in applying the accounting policies adopted, no judgements were required that have a significant effect on the amounts recognised in the financial statements nor do any estimates or assumptions made carry a significant risk of materiaL adjustment in the next financial year. except for the estimates and judgements used for Depreciation and Amortisation. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 36 2. Company Structure The charity is a company Limited by guarantee and not having a share capitaL The members of the company are the Trustees named on page 3. At 31 August 2023 the number of members was 1212022.. ￿). 3. Income from Donations and Grants Unre>lJlcted Re>tricted lund• fvnds funds nds Total Total DI%￿t￿￿ & grnnts Tr￿tte deml 3B5.049 11.845 1,474,364 1N9,413 11.645 I￿1.525 220 1,684,955 2.346.480 3M.094 IA74.384 1.1171.058 661.745 1.684.955 2.346.700 4. Income f rom CharitabLe Activities 202Y Unrest￿ted Re>¢rkted fvnd• fvnd• 2022 Restsl¢tsd fvDds Unrestrkted fund¥ Totsi F￿Y Prcpcts l Ager￿￿5 P•stor¥ De¥eW￿t $•Th￿s 2T1.378 188.171 6.189 271.3T8 166.171 0.189 243.739 1x15.732 75 243.T39 685.n2 75 Total kn¢￿ fr 443.738 443.738 909,546 5. Total Expenditure Cost of ralslng Charflabl• funds acllvlll•s Support costs 2023 Totsl 2022 Totsl Staff costs {rth 71 Promotion & marketmg Travd & 5ubsisience Leamiw & deveknwiert Finance & legal 358.472 1.604,739 3.790 334 6.126 401,370 2,651 118 2,364.581 6.441 7,800 52.634 62.585 505,765 22.481 2.483.347 2.539 14.197 33.684 67,277 451.389 14.482 T,348 5.700 3,203 91,222 59.382 412,742 22.481 1.801 370.523 1.712,212 939.552 3,022,287 3.066.915 Supwt Costs Total oxp•ndlur• 102.9fA 836.588 (939.5521 473,487 2,548.BlXI 3,022,287 3,066.915 SCHOOL-HOME SVPPORTSERVICE IUK)-Year èndad 31 August 2023 37 6. Net income (expenditure) for the year. This is ststed afler chargiry". 2023 2022 Depreclafjon & 8morts'saUon 11.010 10,056 Operating lease rentals Property Other Total 71,904 71.904 71,904 Audit fee 15,300 15.300 Toial 15.300 15.300 7. Staff costs and Numbers 2023 2022 Salaries and wages Redundancy and temiinats'on costs Social security Costs Pension costs 2.124,073 1,572 194,613 44.324 2,240.257 14,254 188,958 39.878 2,364,581 2,483.347 The number of staff incLuded in Redundancy and termination costs was 112022.. 81. The foLLowing number of employees received empLoyee benefits lexcluding employer pension costs) during the year between.. 2023 2022 £60.000 - £69.999 £70,000- £79.999 £80.000 - £89,999 The total employee benefits incLuding pension contributions of the key management personnel were £361.11112022'. £323,321>. Key Management Personnel include Trustees, the Chief Executive, and the five Heads of Department in post during the year- Head of Family Intervention, Head of Fundraising and Communications, Head of Impact and Digital Delivery, Head of Finance and Resources and Head of Policy and Public Affairs. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 38 The charity trustees were not paid nor did they receive any other benefits from empLoyment with the charity in the year12022.' £nill No charity trustee received payment for professional or other services bupplied to the charity12022.' £nill Trustees. expenses represent the paymentor reimbursement of travel and subsistence costs totalLing £nil12022'. £niD. The average number of employees Ihead count based on number of stsff empLoyedl during the year wa5 as foLLows'. 2023 2022 Raising funds Charitsble actsvities Support Governance 48 15 65 12 73 86 8. Related party transactions There are no related party transactions to disclose for 202312022,, None). Aggregate donations from Trustees were £11.645 12022.. £2201, 9. Taxation The charity is exempt from corporation tax as aLI its income is charitabLe and is appLied for charitable purposes. The charity is not registered for VAT and therefore irrecoverabLe VAT is included with the cost of the items to which it relates. io. Tangible Fixed Assets Leasèhohy propetty Fixtures & fith'ngs Computer equipment Total Cost Al Ihe stsrt of the year Addikn"ons In the year Dispos815 during the year Al the end ol the yeai Dgprgclallon Al the start of the year Charge for the year Dlsposa15 during the yeor Al the end of the year Not book valug Al the end of the year At the start of the year 57.026 16.070 50,773 1,535 123.869 1,535 57,026 16,070 52,308 125.404 42.255 5.703 15.985 85 35.366 5.222 93.606 11.010 47,958 16,070 40,588 104,616 9,068 11,720 20,788 14.771 15.407 30.263 ALI of the above assets are used for charitable purposes. SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 39 ii. Intangible Fixed Assets So￿81t Webslte Cost Al the start of the year Addrti¢Jns in the year Disposals during the year Al the end of the year Amorttsatlon At the stsrt ol the year Charge for the year Disposals during the year Al the end of the year Not book valuo Al the end of the year Al the start of the year 4.770 31.752 36.522 4.770 31,752 36,522 4.770 31.752 36,522 4,770 31,752 36.522 ALi of the above assets are used for charitable purposes. 12. Debtors 2023 2022 Trade debtors Other debtors Prepayments Accrued income 126.318 28.256 51.345 38,562 216,225 41.063 77,590 146,909 13. Creditors: amounts falling due within one year 2023 2022 Trade creditors Taxation and social secunty Otr￿r creditors Accfuals Deleffed income (Note 14) 90,604 48,889 11,033 40.397 231,265 61,584 49.499 13,034 40,433 314.142 422.188 478,692 SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 40 u. Deferred Income 2023 2022 Balance at Ihe beginning of the year Amount deferred in the year Amount released to income in the year Balance at the end of ihe yeaf 314.142 227.098 (309,975) 231,265 474.993 314.142 {474.9931 314,142 Deferred income includes school fee income invoiced which covers future periods. Is. Analysis of Net Assets Between Funds 2023 Oesignated fund$ Restricted funds General funds Total 2023 Tangible tsed assets Intangible fixed assets Net currenl assets 20.788 20.788 907,250 385.684 1,278,900 Net assets at the end of the year 928,038 5.966 365.684 1.299.688 Prior year comparative figures are shown in note 18. 16. Movement in Funds At the start of the year IrKomiTrJ resources OutgoiTrJ resources At the eThd of the year Restrlctod funds Core costs 79.250 36.145 443.738 625 84.211 330,422 1355.9611 {20.0001 (1,276.7481 53.711 16.145 259.895 Famity Interventson Pastoral Devdopment SeM¢es Welfare 1.092,280 51,662 179.9401 (1,732.649) 35.933 Total restricted funds 623,%9 1,474,364 365,684 Unrestr5cted funds General Funds Designated fund5 Total unfestricled fLWKIs 1.254.240 11 S.294 1,369,534 854.108 11,180,310) 1109.3281 (1,289.638) 13,022,287) 1,299,688 928.038 854,108 934,004 Total lunds 1,993,503 2,328,472 SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 41 Purposes of restricted and designated funds.. Core costs - For core day to day running costs excluding items such as capital purchases. IT- For expenditure on hardware and software including website. Family Intervention- To cover practitioner roLes within schools or regionalLy based. Pastoral Development Services - For delivery of training. supervision support and membership services. Welfare - For expenditure on welfare fund items including IT / data provision to families, Designated funds - To continue to ensure the availabiLity of sufficient funds to support the growth strategy in 2023-24 17. Operating lease commitments The charity's total future minimum lease payments under non-cancelLabLe operating leases is as foLLows for each of the foLlowing periods.. 2023 Pr¢)perty Equipment Total Property Equipment Total Less than one year Two to five years 71,904 35.952 71.904 35,952 71.904 107.856 71.904 107.856 107.856 107,856 179.760 179,760 SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 42 18. Comparatives Stat•m•nt of Financial Activiti•s (including Incom• & Expenditure Account) For the year ended 31 August 2022 Unrestricted funds General Desigrbated Funds funds Restricted funds Total 2022 Notes Income from: Donations and grants Charrtable ACtiwt￿S 661.745 1.684,955 2.346.700 909,546 9,546 InVeStrr￿Is 2.096 2.096 Total Income 1.573.387 1.684.955 3.258.342 Expenditure on: Ratsing funds 397.110 24,000 421.110 Charitable Aetivit*s 391,556 173,7Ck3 2.080.543 2.645.805 Total Expendiiure 788.666 197,706 2.080.543 3.066.915 Net income lexpenditure> for the year Transfers bet*ten funds 784.721 {197,706) (395.588) 191.427 Funds brought forward 1 September 2021 469.519 313,000 1.019.S57 1.802.076 Funds at 31 August 2022 16 1.254.240 115,294 623,969 1,993.503 SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 43 18. Comparatives Icontinued) Analysis of Net Assets Between Funds 2022 DesKJnated Reslncled Ger￿tal funds funds furMIs Total 2022 TaThJible fixed assels Intsrrfjible fLxed assets Net current assets 30,263 30,263 1.223,977 115,294 623.969 1,963,240 Net assets at the end of Ihe year 1.254,240 115.294 623.969 1,993,503 SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 44 REFERENCE AND ADMINISTRATIVE DETAILS Registered Name School-Home Support Service IUKI Registered & Operating Office Solar House- 3rd Floor 1-9 Romford Road London Ei5 4LJ Company Number 03991440 Charity Number 1084696 Trustees Fred Sharrock (Choir- resigned 24/01/24) Charles Gannon (appointed trustee 01/09/23, appointed Chair 24/01/94) Carly Wickham (Deputy Chair) MarielLa Ardron (resigned 25/01/23) Laura Bruce-connolly Emma Fay (oppointed 18/10/22) David Dickson Colin Horswell (resigned 24/01/24J Joseph Howes (appointed 01/09/23) Matthew Koster-macron (oppointed 21/09/23) Michelle Loughrey David Marriagg (resigned 25/01/23) Dan O'Brien Nikolai Petrou Lisa Robinson (resigned 24/01/24) Yun Hui Teoh Alice Wilcock lappointed 18/10/22) Finance Committee Nikolai Petrou (Chair) Colin Horswell (to 24/01/24) Dan O'Brien Yun Hui Teoh (to 18/04/23) Emma Fay (from 18/04/23) Fundraising and Marketing Committee Lisa Robinson (Chair to 24/0￿24) Mariella Ardron (to 25/0tr23J David Dickson Dan O'Brien Carly Wickham Joseph Howes (from 01/09/23, appointed Chair 24/01/24) Impact Committee MicheLLe Loughrey (Chair) Mariella Ardron (to 25/oU23J Laura Bruce-connolly David Dickson Emma Fay (from 19/04/23) Charles Gannon (from 04/10/23J Colin Horswell (to 24/01/24) Matt Koster-macron (from 04/10/23) David Marriage (to 25/01/23) Nikoiai Petrou Carly Wickham Alice Wilcock (from 19/04/23) Remuneration Committee (from 10/07/23) Dan O'Brien Ichairj Nikolai Petrou Emma Fay MichelLe Loughrey (from 11/10/23) SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 45 REFERENCE AND ADMINISTRATIVE DETAILS Chief Executive Jaine Stannard Key Management Personnel Maggie Mitchell - Head of Family Intervention Catrin Doe- Head of Impact & Digital Delivery Alec Raven- Head of Fundraising & Communications AJ Finn - Head of Finance & Resources Rachael Kenningham - Head of Policy & Public Affairs (appointed 22/05/23) Bankers Barclays Bank PLC Dockiand Branch I Churchill Place, Canary Wharf London EM 5RB Aldermore Bank PLC Apex Plaza Forbury Road Reading RGI ￿x Auditors Haysmacintyre LLP Chartered Accountants & Registered Auditors io Queen Street Place London EC4R ￿G Contact Telephone.. 020 7426 5000 Email.. enquiries@shs.org.uk Website www.schoolhomesupport.org.uk SCHOOL-HOME SVPPORTSERVICE IUIO-Year erKled 31 August 2023 46 School-Home Support Service (UK) Get in touch Support us Donate in XQ schoolhomesupport.org.uk SCHOOL-HOME SUPPORT SERVICE IU Registered charity number: 1084696