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2023-09-30-accounts

PUTTING PEOPLE FIRST

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CONTENTS

INTRODUCTION: Aims and Objectives The Report – Organisational Manager, Lifelong President and Chairperson

CONTENTS:

Social Inclusion Inhouse Sessions Social Inclusion In The Community Social Inclusion Putting People First In Our Members Own Words.

Sustainablity/Funding The Way forward Case Studdies

Aims and Objectives

Sefton O.P.E.R.A aims to provide health and wellbeing activities to local older people across Sefton seeking to improve their quality of life, whilst helping to reduce the health inequalities for those most disadvantaged.

Our Objective

To promote any charitable purposes for the benefit of older persons in the borough of Sefton and in particular the advancement of education, the promotion of good health, together with the prevention of social isolation and the relief of poverty, sickness and distress arising therefrom.

Our Mission

FINANCE:

Trustees Accounts Annual Report Charity, Bank, Trustee Details Independent Examiners Report Statement of Financial Activties Balance Sheet Accounting Policies

To enable older people to take power in relation to their own health, to maintain and improve the quality of their lives, recognising that they are an important resource to their peers and their community.

Our Vision

The organisation aims to be the focus for excellence and innovation in working with older and vulnerable people.

Our Social Value

Sefton O.P.E.R.A is committed to improving the lives of local people, by local people giving a dignified and respectful service to all. We are committed to building the skills and confidence of our local volunteers and to enable them to provide regular social interaction, intergeneration and physical activities. We will reduce social isolation, improve community cohesion and give Sefton’s older people choices in respect to how they can improve their own health and wellbeing.

Quality Assurance

Sefton O.P.E.R.A holds the following quality assurance framework:

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THE REPORT

Vikki Martlow Organisational Manager

Ann Mardell Honorary Lifelong President

Vikki Martlow Wrote: In this year’s report we have provided a short breakdown of our inhouse and our community activities we provide throughout Sefton, to locals still living in their own homes. These activities were all developed from consultation with locals and members of the organisation and are aimed at reducing loneliness and isolation and improving people’s health and wellbeing, giving them a safe and secure place where they feel comfortable and confident to attend, also reducing the need for unnecessary Dr appointments. By providing a variety of activities’ giving individuals choices we are able to encourage older people to take responsibility for their own health and wellbeing, improving both physical and mental health problems. The majority of people who attend our sessions also join in with other activities, making new friends with likeminded people, who support each other building confidences and encouraging people to become valued members of their community again. Our strapline is “Putting People First” and that is what these Social Inclusion sessions do, both inhouse, and throughout the borough of Sefton.

Ann Mardell Wrote: As we approach 2024 everyone is hoping for a brighter year, as the last few years have been really hard going for us all, but especially so for charity organisations! Sefton O.P.E.R.A. were fortunate and managed to come through. They continue to have a professional approach in the delivery of the ethos they promised to the community in 1999 when Sefton O.P.E.R.A. first began!

In 2023 we managed to keep the over 50s active as promised in both mind and body across south Sefton. Working still in the nursing/residential homes, day centres, and in the community, making sure they deliver every activity to a high standard.

As always, it’s because we have such reliable staff and trustee’s and amazing volunteers who give their all to make Sefton O.P.E.R.A. the professional organisation it has become.

Cathy Crook Chairperson

Cathy Crook Wrote: The staff and volunteers without a doubt have made Sefton OPERA what it is, a place to meet new people and make new friends. This has succeeded, older people have an importance and have a great deal to offer, and with Sefton OPERA they grow, in confidence, self-esteem, and make decisions that will improve their own lives and of those around them. Networking is the word I would describe for all those involved, whether by word of mouth or personal contact we can involve more people and improve their lives as well.

To all the committee staff and members, I would like to say a big thank you for all the hard work that goes into making Sefton OPERA the success it is today keeping a professional outlook whilst still keeping the open-door family friendly atmosphere people can relate to.

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Social Inclusion Inhouse Sessions

Reducing Loneliness and Improving Health & Wellbeing Sessions Sefton OPERA provide a variety of Social Inclusion sessions aimed at reducing loneliness, isolation, and improving health and wellbeing encouraging older people to take responsibility for their own health and wellbeing with a knock-on effect of reducing unnecessary visits to both Doctors surgeries, walk in health clinics, and hospitals. Below is a breakdown of the different Social Inclusion sessions we run. All of the activities provide a safe and warm space for individuals to join in, make friends, have a cuppa and a chat, encouraging participation, reducing loneliness, and improving their skills.

IT, & Computer Sessions Monday 10.00-12.00 Tuesday 10.00-12.00

or 1.00-3.00 (First Touch) and Wednesdays 1.00-3.30 Held in St Matthews office we have recently updated the inhouse computers and internet to provide better services allowing everyone to be digitally included.

With online forms and digital Dr & Hospital appointments becoming more prevalent, older people have been forced to join the digital age. We have approx. 25 attendees to these sessions.

Tai Chi Tuesday 11.00-12.00 Based in St Matthews Community Hall, this session provides a safe place for people to come and join in with gentle exercises. Tai Chi is derived from intentionally slowing of martial arts moves, to practice self-defence and health & wellbeing methods.

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Men Behaving Brilliantly Group Tuesday 1.00-3.00 Based in the office this is a group of likeminded men coming together to benefit each other, in a safe, warm and secure place to talk about men’s issues while having a cuppa and a chat and joining in with the activities. We provide a range of activities to meet the different needs of the groups from quizzes, darts, pool table,

cards, and trips out on boat trips, coaches and museums. A men’s group run by men for men.

Institches Group & Arts and Craft Sessions Wednesday and Thursday 10.30-12.00 these sessions are a great get together for members they reduce loneliness and isolation help with mental health issues, the groups have different projects to do keeping them busy i.e. knitting poppies, blankets, twiddle muffs, and cards and gift boxes all while having a cuppa and a chat in a safe warm and secure environment.

Its Never Too Late to Feel Great Wednesday 1.00-3.30 this session is our Ladies group providing a weekly weigh-in, and a chair exercise session, and finishing with a cuppa and a chat, The group provides a safe place for members to meet, make friends, and support each other making healthier decisions. Physical Exercise is as important to older people as it is to the younger population. It’s vital to maintain a certain level of fitness as you progress in age. However, as you get older, you may not move a lot without putting strain on your body. Chair exercises come in handy when you have limited mobility or find it hard to maintain balance.

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Social Inclusion Community Based Sessions

Pamper Massage Session Monday 10.00-11.30 Held at the Linacre Hub we have a number of complimentary therapies provided by0 our volunteer therapists from:

These sessions provide not just the physical health benefits from the actual massages but also a safe place for participants to meet & socialize with our members, make friends have a cuppa and chat enjoying the ambience of the session. We have approx. 10 attendees to this session.

50+ Swimming Group Wednesday 9.00-10.00 and Thursday

10.00-11.00 In Bootle Leisure Centre and Splashworld Southport. These are 50+ learn to swim and improving your stroke sessions. All abilities coming together to improve their skills and join in making friends reduces loneliness, and isolation, giving individuals a safe secure place to attend.

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Beating Loneliness Together Groups 1[st] Wednesday at Waterloo Community Centre & 1[st] Thursday at Quaker Rooms Southport. Both sessions are monthly groups providing a variety of different activities each month aimed at those who feel lonely and isolated but unable to join in with regular weekly groups. The sessions provide a haven for our members to join in, feeling safe and secure in their surroundings.

Walking Group Friday 10.30-12.00 a 60-to-90-minute health walk with all abilities of walking providing different walks each week mostly in Sefton and with some additional days out in good weather providing a safe and secure walking session for our members, all sessions end with a cuppa and chat and something to eat at the end. This is a great social group with the added benefits of getting fitter and healthier along the way.

Walking is known to improve health in many ways, including improvements in blood pressure, resting heart rate, total cholesterol, body weight, body fat, physical functioning, and risk of depression. Walking has many mental and physical health benefits. It can also help you feel part of your community and reduce loneliness and isolation.

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Social Inclusion Putting People First Monthly Dances 2[nd] Monday at Bootle Cricket Club and 3[rd] Monday at The Atkinson Centre Southport 1.30-4.00pm A great social occasion with 2 different entertainers on each month. We provide monthly dances at both ends of the borough to enable those who are still able to get out and about to come along and have a dance and enjoy the entertainment. Bar open also tea coffee available. Whether you’re 80 years young, or 8 years old, engaging in physical activities that involve dance changes you. From better physical and mental health to a boost in emotional and social wellbeing, and moods, moving your body to the sound of music can transform your life.

Coach Trips & Days Out these are part of our social inclusion projects by providing a monthly activity trip or day out enables those who are on their own to still enjoy trips. People on their own find it hard to attend days out and social trips as they find a lot are catered to couples or groups, which makes it challenging for individuals to join in, especially if they are on their own since losing a partner. Our sessions are aimed at those on their own, giving them confidence to join in and enjoy a daytrip with other likeminded people. On the trips they make friends, find out about our other activities and are able to join in, which reduces loneliness and isolation and the knock-on effects including anxiety and depression.

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IN OUR MEMBERS OWN WORDS

We listened to our member and here’s what they had to say.

The group is my salvation after my husband’s accident I needed something for me, due to carers coming in it felt like a home invasion. Now I have a great circle of friends who support each other, have fun & go on tips and days out and holidays

I was told by a friend because my confidence was down, I was scared walking in first time. I joined the craft group and had a great time with lovely people who put me at ease. Ive done chair exercises, knitting and trips since, and had weekends away with the group, They have given me a reason to get out of bed again.

I heard on the radio about the sessions my kids thought it was funny I could do quizzes but couldn’t use a computer, clouds aren’t they in the sky? I tried years ago but it was too structured these 1-to-1 sessions are great learn what you want then move on. Ive learnt so much. Thank you all.

I couldn’t knit when I joined the group so wanted to learn it is a great place to meet and talk about your problems in confidence. we have a laugh and support each other I also joined chair exercises and craft. It gives you something to look forward too.

I asked at the library for activities as I was lonely since my husband died, I went to the dance met some lovely people had a great time joined in with craft sessions I couldn’t cope without the group they are my support.

My daughter encouraged me to come to the craft group after losing my husband, I had to be coaxed into it at first, but I made friends & now I really enjoy the group & now help others apart from shopping its my 1 day out.

Its been so long since I started I love the groups I get so much from them I attend the pamper, Dance , Trips I come for the social interaction, it makes me feel valued, people go to so much trouble to help you when needed, I tell everyone about the sessions

I saw an advert in the paper asking for volunteers I had already learned some therapies and wanted to practice my Reiki. I already had medical background providing CPR training to Drs etc, and this was a great way of giving back to the community. I really enjoy the sessions like providing healing and making people feel better. You get out more than you put in.

The group came into a care home I was visiting I was told about the organisation I wanted to join as there is nothing where I live. I came as a volunteer therapist, quickly moved to team leader, but I have learnt so much along the way with all the training provided chair exercise, dance group, even done a fashion show it was great, I have made so many friends gone on holiday, trips, loads. It has given me a lot of confidence I wouldn’t have done half of it if it wasn’t for Sefton OPERA

I was told about the sessions from a social prescriber I had been feeling very lonely and depressed I was nervous but them made me feel very welcome and at ease, I felt feeling very relaxed I’m glad to come back each week.

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SUSTAINABILITY & FUNDING

Funding and sustainability are probably the most important aspects for the continuation of the organisation, with ever changing funding and the sector struggling to keep up with demand for services, change is inevitable. With the country coming out of three major phases first Brexit, then Covid, now the food and energy crisis the impacts on individual, and charities has been enormous, we are getting stretched to the limits with additional people needing more and more support and help, and trying to make every penny stretch to ensure everyone is helped, thankfully we have weathered the storm. We have researched for new funding streams and adapted where needed for the continuation of the organisation. Sefton OPERA will be having its 25[th] anniversary next year and we look forward to being able to celebrate in the knowledge that due to listening to funders, members, staff and community we have found our way forward for the sustainability of the organisation.

THE WAY FORWARD

The way forward is as it has always been to listen, to learn, and to adapt. This has been our ethos from the beginning, listening to what our members want rather than telling them what activities we are providing. Listening to the funders with their ever-changing remit changing to fit the needs of our ever-changing environment and the needs of the charities, communities and members they support. Learning what is most needed and changing to those needs and never standing stagnant is the way forward. Adapting to our ever-changing circumstances in the best needs for the members, community, and the sustainability of Sefton OPERA.

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FINANCE Objectives and Activities Sefton O.P.E.R.A. Trustees Artnual Report OBJECTIVES AND AcfiviTIES The object5 of the charity are to promote any charitable purpose5 for the benefit of older person5 in the borough of Sefton and in particular the advancement of education, the promotion of good health, the prevention of social isolation and the relief of poverty, sickness and distress arising therÈfrom. Sefton Q.P.l.R.A. is a voluntary organisation working with older people in the comrnunity, many eKperiencing dementia 2nd A17hè.Impr%. oftpn p.xp>rip.nting isolation. Our aim 1% to e.n3ble olde.r people to have choice5 in relation to their own h&alth. Our outstandinB contribution io social welfare and using erass root5 to formulate their objectives Within the community. ACHIEVEMENTS AND PERFORMANCE Last year we concentr3ted our AGM Report on the volunteers and their achievement, this year we have concentrated Dur report on our mÈmbers, thp. tslder and vulnerable people whrt 3ttÈnd Our 3CtivitiÈs, by providing grass roots activities in their own local ar&2s encourages them to become regular members. Regular attondance to the Health & W?Ilbe.ing ¢?%%ions that 5o.fton OPERA provide improving both physical and mental health reducing loneliness and isolation and the additional knock-on effects that this has on their health, and by providing 3 53fe and secure place to meet likerninded people sUPPOrting each other, and by giving thÈm the skills needed to improve their own health and wellbeirjg, gives them a purpose and a feeling of being part of their own community again. Studies show regular atL&ndance to SOCldl inilu5iuri dctivities impro)ve luneliriess, anxiÈty, depression, 5tre55, dementia, and boost mental wellbeing reduce negative feelings and dejection, and regular attendance to gentle physical activitie5 can improve breathing, balance, reduce f3lls, incre35e blood flow. lubricate joins, strenEthen mus¢les, redu¢ing arthritis pain and swelling, reduce blood pressure 3nd cholesterol. Which reduce5 illnesses such as stroke, heart di5e35e, type 2 diabetes and improves qU31ity of life lowering the risk of dementia. Thi5 all ha5 the knock on effect of ieducin8 unnecessary Drs and hospital appointments in 3 time when the NHS is already struggling to keop up with the needs of thoir pationts. FINANCIAL REVIEW Th@ ch3rity was in 3 satisfactory financial po51tiDn at 30 September 2023. The operational S￿rpluS on the general furid during the year w35 £5,86312022.' surplu5 of £14,712). As at 3D September 2023 total funds of £131,247 of which was held in restricted funds which is thoroforo not available for the general purposes of the charitable company. Designated funds representing the net book value ol fixed dssets were £567. li

FINANCE Structure Governance & Management

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FINANCE Trustees Responsibilities SÈfton O.P.E.RA Trustees Annual Report The irustees. who a￿ also direeiors of the thèrity for the wrpose5 of the Companies Acl 2C(16. herein present their repm with the unaudited financial statements of the charity forthe year ended 30 September 2023. The financial statements have been prepared in accordance with the accounttng polictes set out in Note I to the accounts and cornplywith the charity's goveming document. the Charities Act 2011, the Companie5 Art 2(￿ and Accountln8 and REPtsrting by Chartrlie5.' Staternent of RecDrnrnended Prartice applicable to charities preparing thetr accounts in accordance with the Finantial Reporting Standard 102 applicable in the UK and Republic of Ireland. REFERENCEAND ADMINISTRATIVE DETAILS Cornwy No. 03841119 Charity No. 1086437 Refttstered Office St Mattews Commvnity 21K) 4105tanley Road Bootle L20 SAE DirertW5 and Tru5tee5 The Dirertors of the charitable 0)Mpanya￿ its Trustees lor the purposes ol charity law. The followiThg Directors and Trustees served during the year= MJ. Bates E.C. Crook K. Dixorb R.J. Forster M. Richardson S. Shrimpton CoTwny 5ttretsry V. Martlow A¢¢oyfitsnts Sefton Council for Voluntsry SeNce 8urlin6ton House Crosby Road North Waterloo Liverpool L22 OLG 13

FINANCE Independent Examiners Report Sefton O.P.E.R.A. Independent Examiner5 Report It)dependent Examlner's Report to the tfU5tee5 of 5eftofi O.P.E.R.A. I report to the charity trustees on my ex8min3tion of Ihe financial staterDEllt5 ol Sefton O.P.E.R.A. for the year ended 30 September 2023 which comprise the Statement of Financial ActivitiÈs, the Summary Income and EKpenditurÈ Attount, the Balance Sheet and the related notes. Responsibllltles and basis of rÈport A5 the trustee5 of the ch8rity13nd also its directors for the purposÈs of company lawl you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 21K)6 I'the 2006 Art. Having satisfied myself that the finant121 statÈments of the Charity 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 examlnatlon of your charity'5 financial statement5 as carried out under section 145 of the Charities Att 20111.the 2011 Act'l. In carrying out my eKarnination I have followed the Directions given by the Charity Commission under section 14515llbl of the 2DII Art. Independent exaMFne￿S statement I have cornpleted ffly examination. I can confirm that no material matters have come to my attention in Connection with the examination giving me cause to believe that.. accounting records were not kept in accordance with section 386 of the 2006 A¢t', or the financial statement5 do not accord with those records,. or the financial 5tatement5 do not comply with the 3CCOUDtin8 requirernents under section 396 of the 2006 Art other than 4ny requirernent that the financial statement5 give a 'true and fair, view which is not matter considered as part of an independent examination. or the fin)nrial statement5 have not been prepared in accordance with the Charities SORP IFRS 1021. I have no concerns 2nd have come Ècross no other rnatters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the finèn¢i31 5tatement5 to be reached. Ian Wright FCA Community Accountant Sefton Council lor Voluntary Service Burllngton House Crosby Road North Waterloo Liverpool L22 OLG 19 April 2024 14

FINANCE Statement of Financial Activities 5eftt)n O.P.E.R. Statement of Financial Artivitie5 forthe year ended 30 September 2023 Unreslrlrted funds 2023 Restricted funds Total fvnd5 Total funds 2023 2023 2022 Notos Income and endtswment5 from.. Donations and legacies 19,283 129,238 148,521 161,382 168 Investments 20 20 18 Total 19,303 129,238 148.541 161,568 Expenditure on.. Charitable activities 13,440 130,207 143,647 149,344 Total 13,440 130,207 143,647 149,344 Net gains tsn InvÈstments Net income 5,863 19691 4.894 12,224 Transfers between funds Net income before other gainslllossesl 5.863 19691 4,894 12,224 Other 8alns and10ssos Net movement in funds 5,863 19691 4,894 12,224 Reconclllatlon of funds: rotal funds brought forward 80,725 45,628 126,353 114,129 Total funds carried fotward 86.S88 44,659 131,247 126,353 15

FINANCE Balance Sheet Sefton O.P.E.R.A. BalaThce Sheet al 30 Sepiember 2023 Company No. 03841119 Notes 2023 2022 Fixed assets Tangible assets io 567 711 567 711 Curreni assets Debtor5 Cash at bank and in hand li 924 1,736 124,206 125,942 13001 125,642 130,794 131,718 11,0381 130,680 Creditors.. Amount falling due within one year Net current a55et5 12 Total assets less current liabilltles 131.247 126,353 Net assets ex¢luding pension asset or liability 131,247 126,353 Total Thet assets 131.247 126,353 The funds ol the charitv Restrirted fvnds Restritted Sncome fijnds 13 44,659 44,659 45,628 45,628 Unrestricted funds General fund5 Designated funds 13 86,021 567 80,014 711 86,588 80.725 Reserves 13 Total fvnds 131,247 126,353 These accounts have been prepared in accordance with the special provisions of Part IS of the Companies Act 2006 rel3ting to 5tnall compari For the year ended 30 September 2023 the company was entitled to exÈmption under section 477 of the Companies Act 21X)6 relating to small companies. The Mernbe15 have not required the company to obtain an audit in accordance with sertion 476 of the Companies Act 2(K)6. The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respert to accounting records and the preparation of account5. Approved by the board on 19 April 2024 And signed on its behalf bv= K. Dlxon Trustee 19 April 2024 16

FINANCE Accounting Policies

These summarized accounts are an extract from the statutory annual report and accounts of Sefton O.P.E.R.A (Older Persons Enabling Resource & Action) for the financial year ended 30[th] September 2022 and which have been Independently Examined by Sefton CVS (Council for Voluntary Services) Community Accountants.

The examiners have confirmed to the trustees that these summarized accounts are consistent with the full annual accounts of the charity for the year ended 30[th] September 2023.

The full annual accounts and Trustees report of the charity were approved by the Trustees and signed on their behalf on 19[th] April 2024. They will be submitted to the Charity Commission and Companies House by 31[st] May 2024.

Copies of the charity’s full annual accounts and the independent examiners report on those accounts and the Trustees report may be obtained from Sefton O.P.E.R.A St Matthews Church, 410 Stanley Road, Bootle, L20 5AE.

Signed on behalf of the Trustees.

Cathy Crook Chairperson

19[th] April 2024

Sefton O.P.E.R.A would like to thank the following funders:

Awards For All Energy Redress John Moores Leathersellers Masonic Onward Group Sefton Council Sefton CVS Winter Access, Sefton CVS Warm Coats, Warm Space Sefton CVS Kings Coronation The National Lottery UK Shared Prosperity Fund Asda & Tesco Local Stores

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St Matthews Church 410 Stanley Road Bootle, L20 5AE

Main Telephone: 0151 330 0479 Mobile: 07452 867 648 Email: admin@seftonopera.org.uk

Company Registration No: 03841119 Charity Registration No: 1086437

@SeftonOPERA

Sefton OPERA Older Persons Group

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Sefton O.P.E.R.A. Charlty No. 1086437 Company No. 03841119 Trustee5' Report and Unaudlted Acc?unts 30 September 2023

Sefton O.P.E.R.A. Contents Pagès 2to4 Trustees, Annual Report Independent Examiner's Report Statement of Flnancial Activities Summary Income and Expenditure Account Balance Sheet Notes to the Accounts 9t017 Page I

Sefton O.P.E.R.A. Trustees Annual Repoyt The trustees, who are also directors of the charity for the purposes of the Companies Act 2006, herein present their report with the unaudited financial statements of the charity for the year ended 30 September 2023. The financial statements have been prepared in accordance with the accounting policies set out in Note I to the accounts and comply with the charitv's governing document, the Charitles Act 2011, the Companles Art 2006 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing thelr accounts in accordance wlth the Flnancial Reporting 5tand3rd 102 applicablè in the UK and Republic of Ireland. REFERENCE AND ADMINISTRATIVE DETAILS Company No. 03841119 CharSty No. 1086437 Reglstered Office St Mattews Community 200 410 Stanley Road Bootle L20 SAE Dlte<tors and Trustees The Directors of the charitable company are Its Trustee5 for the purposes of charity law. The following Diredors and Trustees served during the year: M.1. Bates E.C. Crook K. Dixon RJ. Forster M. Richardson S. Shrimpton Company Secretary V. Martlow Accountants Sefton Councll for Voluntary Service Burlington House Crosby Road North Waterloo Liverpool L22 OLG Page 2

Sefton O.P.E.R.A. Trustees Annual Report OBJECTIVES AND ACTIVITIES The objects of the charity are to promote any charitable purposes for the benefit of older porsons in the borough of Sefton and in particular the advancement of education, the promotion of good health, the prevention of social isolation and the relief of poverty, sickness and distress arising therefrom. 5efton O.P.E.R.A. is a voluntary organisation workin8 Wlth older people in the communityi many experiencing dementia and Alzheimers, often experiencing isolation. Our aim is to Ènable older people to have choices in relation to their own health. Our outstanding contribution to Social welfare and using grass roots to formulate their objectives within the communitv. ACHIEVEMENTS AND PERFORMANCE Last year we concentrated our AGM Report on the volunteers and their achievement, this year we have concentrated our report on our members, the older and vulnerable people who attend our activitie5, by providing Brass roots activities in their own local aieas encourages them to become regular members. Regular attendance to the Health & Wellbeing sessions that Sefton OPERA provide improving both physical and mental health reducing loneliness and isolation and the additional knock-on effects that thi5 has on their health, and by providing a safp and secure place to meet likeminded people supportirig each other, and by giving them the skills needed to improve their own health and wellbeing, gives them a purpose and a feeling of being part of their own community again. Studies show regular attendance to social inclusion activities Can improve lone.Ilnp.ss, anxiety, depression, stress, dementia, and boost mental wellbeing reduce negative feelings and dejection, and regu13r attendance to gentle physical activitie5 can improve breathing, balance, reduce falls, increase blood flow, lubricate joins, strengthen muscles, reducing arthritis pain and swelling, reduce blood pressure and cholesterol. Which reduces illnesses such as stroke, heart disease, type 2 diabetes and improves quality of life lowering the risk of dementia. This all has the knock on effect of reducing unnecessary Drs and hospital appointments In a time when the NHS is already struggling to keep up with the needs of their patient5. FINANCIAL REVIEW The charity wa5 in a satisfactory financial position at 30 September 2023. The operational surplus on the general fund during the year wa5 £5,86312022.. surplus of £14,712). As at 30 September 2023 total fund5 of £131,247 of which was held in restricted funds which is therefore not available for the general purposes of the charitable company. Designated funds representing the net book value of fixed assets were £567. Page 3

Sefton O.P.£.R.A. Trustee5 Annual Report The trustees have considered the need to maintain an appiopriate level of reserves for the charitv. Consideration has been given to the nature of Income and expenditure streams, the need to match income with fixed commitments and the nature of reserves. The trustees have concluded that the following reserves should be maintained. The trustee5 Wlsh to have 6 months of total expenditure, based on thè last 3 years, in reserve to cover the cost of staff Salaries should restricted funding be unexpectedly withdrawn. The average annual expenditure over the last 3 years12021-2023 Inclusivèl is £142,202 This equates to a reserve level of £71,101. As at 30 September 2023 the level of reserves held by Sefton O.P.E.R.A. was £86,021, being unrestricted funds less the value of our fixed assets. Current reserves represent 121% of the reserves required to be held by the trustees. STRUCTURE, GOVERNANCE AND MANAGEMENT Sefton O.P.E.R.A. is a company limited by guarantee governed by its Memorandum and Articles of Association dated 14th September 1999. It 15 registered wlth the Charity Commission. Anyone over the age of 18 can become a member of the Company and there are currently 6 members16 in 20221, each of whom agrees to contribute £10 in the event of the charity windlng up. set out In the Article5 of Associatlon, the trustees are elected by members of the Charitable companv attending the Annual General Meeting. The longest servlng one third of trustees retires each year and Is able to offer themselves for re-election. The board of trustees administers the charity. None of our trustees receive remuneration or other benefit from thelr work wlth the charity. Any connertion bètween a trustee or Senior manager of the charity and any client or supplier is disclosed to the full board of trusteès in the same way as any other contractual relationship wlth a related party. In the current year no such related party transactions were report@d. The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuraty at any time the financial position of the charity and to enable them to ensure that the financia5 5tatement5 comply with the Companies Att 2006. The Trustee5 are also respon51ble for safeguardlng the assets of the charity and hence taking reasonable steps for the prevention and detertion of fraud and other irregvlarities. The above report has been prepared in atcordance with the provisions applicable to companie5 subject to the 5mo11 companies regime as set out in Part 15 of the Companies Act 2006 and in accordance with the Charities SORP IFRS 102). Slgned on behalf of the board V. Martlow Company Secretary 19 April 2024 K. Dixon Trustee 19 April 2024 Page 4

Sefton O.P.E.R.A. Independent Examlners Report Independent Examlner's Report to the tru5tee5 of Sefton O.P.E.R.A. I report to the Charity trustees on my examination of the financial statements of Sefton O.P.E.R.A. for the year ended 30 September 2023 which comprise the Statement of Financial Activities, the Summary Income and Expenditure Account, the Balance Sheet and the related not￿. Responsiblllties and basls of report A5 the trLEStees of thè charity land also Its directors for the purposes of company lawl you are responslble for the preparation of the financial Statements In accordance wlth the requirements of the Companies Act 2006 I'the 2006 Act. Having satisfied myself that the financial statements of the charity are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your tharlty's financial statements as carried out under section 145 of the Charities Act 20111'the 2011 Act'l. In carrying out my examlnation I have followed the Dlrection5 given by the Charlty Commission under 5ettlon 14515llbl of the 2011 Act. Indepertdent examlnerfs ststement I have completed my examination. I can confirm that no material matters have come to my attention in connection with the examination givln8 me cause to believe that.. • accounting records were not kept in accordance with section 386 of the 2006 Art,. or the financlal statements do not accord with those records,. or the financial statements do not comply with the accounting requlrements under section 396 of the 2006 Act other than any requiremènt that the financial statements give a 'true and fail view which is not a matter considered as part of an independent examination,. or the financial statements have not been prepared in accordance wlth the Charities SORP IFRS 1021. I have no concerns and have come across no other matters Sn Connectlon with the examination to which attention should be drawn In this report in order to enable a proper understanding of the financial statements to be reached. 9ui lan Wrlght FCA Community Accountant Sefton Council for Voluntary Service Burlington House Crosby Road North Waterloo Liverpool L22 OLG 19 April 2024 Page 5

Sefton O,P.E.R.A. Statement of Flnancial Activlties for the year ended 30 September 2023 Unrestricted funds 2023 Restricted funds Total fund5 Totsl funds 2023 2023 2022 Notes Income and endowments from: Donations and legacies Charitable activities Investments 19,283 129,238 148,521 161,382 168 20 20 18 Total 19,303 129,238 148,541 161,568 Expenditure on.. Charitable activltles 13,440 130,207 143,647 143,647 149,344 Total 13,440 130,207 149,344 Net 8ains on investments Net Income 5,863 1969} 4.894 12.224 Transfers between funds Net Income before other 8ainslllossésl 5.863 19691 4,894 12,224 Other gains and lossès Net movement in funds 5,863 19691 4,894 12,224 Reconclllatlon of funds.. Total funds brought forward 80,725 4S.628 126,353 114,129 Total funds ¢arrled forward 86,588 44.659 131,247 126,353 Page 6

Sefton O.P,E.R.A. summary Income and Expendlture Account for the year ended 30 September 2023 2023 2022 Income 148,S21 161,550 Interest and investment income 20 18 Gross intome for the year 148,541 161,568 Expenditure 143,503 149,344 DepreclatSon and charEes for impalrment of fixed assets 144 Total expenditure for the year Net income before tax for the year 143.647 149,344 4,894 12,224 Net Intome for the year 4,894 12,224 Pa8e 7

Seftvn O.P.E.R.A. Balance Sheet at 30 September 2023 Company No. 03841119 Notes 2023 2022 FIMed assets Tangible a55ets io 567 567 711 711 Current assets Debtors Cash at bank and in hand li 924 1,736 124,206 125,942 3001 125,642 130,794 131,718 11.0381 130,680 131,247 Credltors: Amount falling due wlthin one year 12 Net current assets Total assets less current liabllltles Net assets excluding penslon asset or Ilabillty 126,353 131,247 126,353 Total net assets 131,247 126,353 The funds of the charity Restricted lunds Restricted income funds 13 44,659 44,659 45,628 45,628 Unrestrlcted funds General funds Designated funds 13 86,021 567 80,014 711 86,588 80.725 Reserve5 13 Total funds 131,247 126,353 These accounts have been prepared In accordance with the Special provlsions of Part IS of the Companies Act 2006 relatlng to small companles. For the year ended 30 September 2023 the company was entitled to exemption under section 477 of the Compatlies Act 2006 relating to small companies. The members have not required the company to obtaln an audit in a¢cordBnce with section 476 of the Companies Act 2006. The directors acknowledge their responsibS1ities for complying with the requlrements of the CompanSes Act 2006 with respect to accounting records and the preparation of accounts. Approved by the board on 19 Aprll 2024 And signed on Its behalf by.. K. t)ixon Trustee 19 April 2024 Page 8

Sefton O.P.E.R.A. Notes to the Accounts for the year ended 30 September 2023 l Accountlng polleles Basls of preparation The financi31 statements have bèen prepared In accordance with the charity'5 governing document, the Companies Act 2006, FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland" I'FRS 102,1 and the Charlties SORP"Accounting and Reportlng by CharitSes: Statement of Recommended Practlce applicable to charities preparing their accounts in accordance wlth the Financial Reporting Standard applicable in the UK ar)d Republic of Ireland IFRS 1021" (effective I January 20191. The charity meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognlsed at hi5tori¢al cost or transaction value unless otherwise stated in the relevant accounting policy note. The functlonal currency used Is the £ Sterling. sets and liabilities are initially recognlzed at historlcal cost or transaction value unless otherwise stated in the relevant accounting pollcy note. The functional currency used is the £ Sterling. Preparation of the accounts on a golng concern basis At the time of approvlnE the accounts, the trustees, have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the forseeable future. As suth these accounts have been prepared under the 80ing concern b05iS. Change In basls of accountin8 or to prevlous accounts There has been no change to the accounting policies Ivaluation rules and method of accounting) since last year and no change5 have been made to accounts for previous years. Fund accounting Unre5trirted funds These are available for use at the discretlon of the trustees In furtherance of the general objects of the charwtv. These are unrestricted funds earmarked by the trustees for particular purposes. These are unrestricted funds whid) include a revaluation reserve representing the restatement of investment assets at their market values. These are available foT use subject to restrictions Smposed by the donor ur through terms of an appeal. Designated funds Revaluation ftjnds Restricted funds Page 9

Sefton O.P.E.R.A. Notes to the Accounts Ineome Recognition of income Income is included in the Statement of Financial Activities ISOFAI when the charity become5 entitled to, and virtually certain to receive, the income and the amount of the income can be measured with sufficlent rellability. Income with related Where income has related expenditure the income and related expenditure is experbdlture reported gr055 in the SOFA. Donations and legacie5 Voluntary income rèceived by way of grants, donations and gifts is included in the the SOFA when recelvable and only when the Charity has unconditional entitlement to the income. Tax redaims on Income from tax reclaims is included in the SOFA at the same time as the donations and gift5 gift/donation to which it relates. Donated services These are only included In Income (with an equivalent amount In expenditure) and faclllties where the benefit to the Charity is reasonably quantifiable, measurable and material. Volunteer help The value of any volunteer help received is not included in the accounts. Investment income This is included in the accounts whèn receivable. Galn5lllossesl on This Includes any gain or loss resulting from revaluing investments to market value revaluation of fixed at the end of the year. assets Gainslllossesl on investment assets This includes any gain or loss on the sale of investments. Expendlture Recognition of expenditure Expenditure is recognlsed on an accruals basls. Expenditure Includes any VAT which cannot be fully recovered, and is reported a5 part of the expenditure to which it relates. Expenditure on These comprise the costs associated with attracting voluntary income, fundraislng raising funds trading costs and investment management costs. Expendlture on These comprise the costs incurred by the Charlty in the delivery of Its activitie5 and charitable activities service5 in the furtherance of its objects, including the making of grants and governance costs. All grant expendSture is accounted for on an attual paid basis plus an accrual for grants that have been approved by the trustees at the end of the year but not yet paid. These include those Costs assoclated with meeting the constitutlonal and statutory reqLJirements of the Charityi including any auditlindependent examination fees, cost5 linked to the strategic management of the charityi together with a share of oth@r adminlstration costs. Other expendlture These are stjpport costs not allocated to a partlcular activity. Grants payable Governance costs Taxatlon The charity Is exempt from corporatlon tax on its charltable actlvities. Trade and other debtors Trade and other debtors are recognised at the settlement amount due after any trade di5COUllt offered. Prepayments are valued at the amount prepaid net of any trade discount5 due. Page 10

Sefton O.P.E.R.A. Notes to the Accounts Cash and ¢ash equivalents Cash and cash equivalent5 comprise cash at bank and on hand, demand deposits wlth banks and other short-term highly liquid investments w5th original maturlties of three months or less and bank overdrafts. In the statement of financial posltion, bank overdrafts are shown within borrowlngs or current liabllities. In the Statement of Cash Flows, cash and cash equivalents are shown net of bank overdrafts that are repayable on demand and form an Integral part of the company's cash management. Trade and other Credltors Short term creditors are measured at the transaction price. Other Creditors and provlsions 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 paity and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after 31lowing for any trade di5COUllts due. Penslon costs The charity operates a defined contrlbutlon plan for it5 employee5. A defined contylbutlon plan is a pension plan under which the company pays fixed Cohtributions into a separate entlty. Once the contributions have been paid the company has no further payments obligations. Thè contributions are recognised as expenses when they fall due. Amounts not paid are shown in accruals In the balance sheet. The assets of the plan are held separstely from the company independently administered funds. Recelpt of donated goods, facllltles and servlces All donated goods, facilities and Services re￿iVed are recognised within incoming resources and expenditure at an estimate of the value to the charity. 2 Company status The company is a priwate company limited by guardntee and consequently does not have share capilal. Page 11

5efton O.P.E.R.A. Notes to the Accounts 3 Statement of Flnancial Actlvitles- prlor year Unrestrlcted funds Restrlcted funds Total funds 202Z 2022 2022 Inwne and endowments from., Donations and legacies Charltable activities 17,807 168 143,575 161,382 168 18 Investments 18 Total 17,993 143,575 161,568 Expendlture on: Charitable activities 3,281 146,063 149,344 Total 3,281 146,063 149,344 Net income 14,712 12,4881 12,224 Net income before other gainslllosses) Other gains and10sses: Net movement In funds Reconclllation of funds: Total funds brought forward Total funds carrled forward 14,712 12,4881 12,224 14,712 12,4881 12,224 66,012 48,117 114.129 80,724 45,629 126,353 4 Income from donatlons and legacles Unrestrlcted Restricted Total 2023 Total 2022 Donations 18,308 975 1,000 128,238 129,238 19,308 129,213 148,521 16,907 144,475 161,382 Grant5 19,283 5 Income from charltable activltles Total Total 2023 2022 Coronovirus Job Retention Scheme 168 168 Page 12

Sefton O.P.E.R.A. Notes to the Accounts 6 Income from Investments Unrestricted Total 2023 Total 2022 Interest Recelvable 20 20 18 20 20 18 7 Expendlture on Charltable actlvltles Unrestrlcted Restrlrtèd Total Total 2022 2023 Expendlture on chorituble activities The benefit of older persons In Sefton 3,440 122,206 125,646 134.045 Support costs Premises costs 3,474 3,150 6,624 6.600 Amortlsation, depreciation, Smpairment, profit/loss on disposal of fixed assets General administrative costs 144 144 181 6,082 30L) 3,651 1,200 9,733 1,500 7,018 1,500 Legal and professional cost5 13,440 130,207 143.647 149,344 8 Net Income before transfers 2Q23 2022 This is stated after charging.. Depreclation of owned fixed assets 9 Staff costs 144 181 2023 2022 81,041 3,709 4,882 89,632 Salarle5 and wages Social security costs Pension costs 84,149 5,192 5,049 94,390 No employee received emoluments in excess of £60,000. Page 13

Sefton O.P.E.R.A. Notes to the Accounts 10 Tangible fixed assets Cost or revaluatlon At i October 2022 At 30 September 2023 Depre¢lation and Impairment At l October 2022 Depreciation charge for the year At 30 September 2023 Net book values At 30 September 2023 At 30 September 2022 11 Debtors 16.233 16,233 9,311 9,311 25,544 25,544 15,562 9,271 24,833 134 io 144 15,696 9,281 24,977 537 671 30 567 40 711 2023 2022 Trade debtors Prepayments and accrued income 342 582 1,200 536 924 1,736 12 Credltors.. amounts fallirng due withln one year 2023 20Z2 Other creditors Accruals 738 300 3Tr) 1,038 300 Page 14

Sefton O.P.E.R.A. Notes to the Accounts 13 Movement In funds Incoming resour¢es At30 September 2023 Resources expended Gross Ilncluding At l October other 20Z2 galb)$1105sesl transfers Restrlcted funds.. Restrlcted In¢ome funds: Sefion MBC The Bi8 Lottery Green 8,890 17,325 1,542 279 28,150 39,544 128,6971 145,6571 8,343 11,212 1,542 Veterans Leather5ellers Neighbourly Fund Energy Redress Onward Group Charlès Brotherton Award5 For All 12791 13,4341 3,434 1,271 12,165 497 225 1,271 16,413 3,090 {28,5781 15001 3,087 225 9,550 9,550 Sefton CV5 KSng's Coronatio Sefton CVS Warm Coat Sefton CVS Warm Spaces Sefton CVS Welcome Spaces Sefton CVS Winter aothing UK shared Prosperity Fund John Moores Foundation Masonlc Other 525 2,000 6,210 4,000 4,500 3,756 5,000 5,000 1.50D 5251 11,5341 13,4211 12,7501 14,5001 12,5161 (J,3161 15,0001 11,5001 466 2,789 1,250 1,240 3,684 rotal 45,628 129,238 1130,2071 44,659 Unrestricted funds: General funds 80,014 19,303 113.4401 144 86,021 Deslgnated fund5: Fixed Asset Fund 711 11441 11441 567 Total 711 S67 Total funds 126,353 148.541 1143,5471 131,247 Purposes and restrictions in relation to the funds.. Restricted funds.. 5efton MBC The Blg Lottery Green Salaries Salaries, running ¢ostS1 prolects, activitle5 and volunteers, expenses Running costs Running costs Vetèrans Pase 15

Sefton O.P.E,R,A. Notes to the Accounts Leathersellers Running costs Nei¥hbourly Fund Running costs Energy Redress Running costs Onward Group Running cost5 Charles 8roiherton Running costs Awards For All Running cost5 Sefton CVS King's Coronatlon King's Coronation celebrations Sefton CVS Warm Coat Warm Coat project Sefton CVS Warm Spaces Warm Spaces project Sefton CVS Welcome Spaces Welcome Spaces project Sefton CVS Wlnter Clothing Winter Clothln8 project UK Shared Prosperity Fund Information Technology John Moores Foundation Salaries Masonic Other Salaries Running Costs Designated funds.. Fixed Asset Fund Replacement of fixed a55ets 14 Analysls of net assets between funds Unrestrlcted funds Restrlcted funds Total Fixed assets Net current assets 567 86,021 86,5S8 567 44,659 44,659 130,680 131,247 15 Reconclllatlon of net cash I (net debt) At30 September 2023 At i Ortober 2022 Cash flouts Cash and cash equlvaSents 124,206 124,206 6,588 6,588 130,794 130,794 Net cash I (net debt) 124,206 6,588 130,794 FRS 102 requlres and entity to report changes in nèt debt in the accounting period. Sefton O.P.E.R.A. does not carry any debt or other borrowings and has a positive net cash position 16 Commitments Penslon commitments 2023 2022 The pension cost charge to the company amounted to: 5.049 4,882 Page 16

Sefton O.P.E.R.A. Notes to the Account5 17 Related party disclosures ContMllin9 party The company is limlted by guarantee and has no share capltal,. thus no single party controls the companv. Page 17

These summarized acGounls are an extract from the statutory annual rèport and aGcounls of Sefton O.P.E.R.A (Older Persons Enabling Resource & Acbonl for the financial year ended 30th September 2022 and which have been Independently Examined by Sefton CVS (Council for Voluntary SeNicesl Community Accountants, The examiners have Confirmed lo the tnlslees that these summarized accounts are consislenl with the lull annual accounts of the charity for thé year ended 30lh September 2023. The full annual accounts and Trustee5 report of the charity were approved by the Trustees and signed on their beh8Sf on 19th April 2024. They will be submitted lo the Charity CommissK)n and Companies House by 31$1 May 2024. Copies of the charity's full annual accounts and the independent examiners report on those aG¢ounls and the Trustees report may be obtained Irom Sefton O.P.E R.A Sl Mallhewg Church, 410 Stanley Road, Boolle, L20 5AE. Signed on behalf of the Trustees. Cathy Crook Chairperson 19th April 2D24 Sefton O.P.E.R.A would like to thank the following funders: Awards For All John Moores Masonic Sefton Council Softon CVS Warm Coats, Warm Space The National Lottery Asda & Tesco Local Stores Energy Redress Leathersellers Onward Group Sef*on CVS Winter Access. Sefton CVS Klngs Coronation UK Shared Prosperity Fund 17

Sefton O.P.E.R.A. Intlependent Examiners Report Independent Examinerfs Report to the trustees of Sefton O.P.E.R.A. I report to the Charity trustee5 on my examination of the financial statements of Sefton O.P.E.R.A. for the Year ended 30 September 2023 which comprise the Statemènt of Financial Activities, the Summary Income and Expenditure Account, the Balance Sheet and the related notes. Responsibllltles and bas4s of report As ihe trustees of the charity land also it5 direttors for the purposes of company lawl you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 I'the 2006 Act. Having satlsfied myself that the financial statements of the charity 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 examTnation of your charity's financial statements as carried OLtt under Section 145 of the Charities Act 20111'the 2011 Act'l. In carrying out my examination I have followed the Directions given by the Charity Commission under section 1451511bl of the 2011 Act. Independent examiner's ststement I have completed my èxarnination. I can confirm that no material rnatters have come to my attention irs connection with the examination giving me cause to believe that.. accounting records were not kept in accordance with section 386 of the 2006 Act,. or the financial statements do not accord with those record5,' or the fin3nci31 statements do not comply with the accounting requirements under section 396 of the 2006 Act other than any requirement that the financial statement5 give a 'true and fair, view which is not a matter considèred as part of an independent examination,. or the financial statements have not been prepared in accordance with the Charities SORP IFRS 1021. I have no concerns and have come across no other m3tter5 in connection with the examination to which attentlon should be drawn in thi5 report in order to enable a propor understanding of the financial statements to be reached. lan Wright FCA Community Accountant Sefton Council for Voluntary Service urlington House Cr05by Road North Waterloo Liverpool L22 OLG 19 April 2024 Page 5