**REGISTERED COMPANY NUMBER: 04214688 REGISTERED CHARITY NUMBER: 1087399** ## **REPORT OF THE TRUSTEES AND** **FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024** **FOR** ## **DISABILITY ADVICE SERVICE LAMBETH** ## **DISABILITY ADVICE SERVICE LAMBETH** ## **CONTENTS OF THE FINANCIAL STATEMENTS for the Year Ended 31 March 2024** ||**Page**| |---|---| |**Company Information**|1| |**Report of the Management Committee**|1| |**Statement of Financial Activities**|9| |**Statement of Financial Position**|10| |**Notes to the Financial Statements**|11| |**Report of the Independent Accountants**|17| |**Income and Expenditure Account**|18| ## **DISABILITY ADVICE SERVICE LAMBETH** ## **REPORT OF THE MANAGEMENT COMMITTEE for the Year Ended 31 March 2024** The Management Committee presents its report and the unaudited financial statements for the year ended 31 March 2024. ## **Reference and Administrative Information** Charity Name : Disability Advice Service Lambeth Charity registration number : 1087399 Company registration number : 04214688 Registered Office and operational address : 336 Brixton Road London SW9 7AA ## **Management Committee** Ray Ludford Chair Trevor Critchley – resigned 29 April 2024 Treasurer & Secretary Isabelle Clement Marian Itzin-Borowy Judy Fink Steven Onasanya Joshua Hepple ## **Company Secretary** Trevor Critchley – resigned 29 April 2024 Peter Gay – appointed 22 May 2024 ## **Senior Management Team** Peter Gay Interim Director Claire Camplin Advocacy Team Leader Richard Pargeter Direct Payments Team Leader Husnara Zaman Community Development Team Leader Lisa Clark Advice Team Leader ## **Independent Examiner** Hilary Adams Ltd, Chartered Accountants, 158 High Street Herne Bay, Kent CT6 5NP ## **Bankers** NatWest, 504 Brixton Road, London SW9 8EB ## **Structure, Governance and Management** ## Governing Document The organisation is an independent charitable company limited by guarantee, incorporated on 11 May 2001 and registered as a charity on 6th July 2001. The Company’s objects, powers and governance arrangements are laid out in its Articles of Association. Updated and revised Articles of Associations were adopted by the Company’s members at its Annual General meeting on 20th December 2021. In the event of the Company being wound up members are required to contribute an amount not exceeding £1. Page 1 ## **DISABILITY ADVICE SERVICE LAMBETH** ## **REPORT OF THE MANAGEMENT COMMITTEE for the Year Ended 31 March 2024** ## Recruitment and Appointment of new trustees The directors of the Company are also charity trustees for the purposes of charity law and under the Company’s Articles are known as Trustees. Under the requirements of the Articles of Association, Trustees may be appointed by the passing of an ordinary resolution by the members at an Annual General Meeting or by a resolution of the Trustees, provided that the maximum number of Trustees appointed in this way is no more than one third of the Trustees or two, whichever is the lesser. Not less than 51% of the Trustees must be made up of Disabled people or their carers and this requirement continues to be satisfied by means of recruitment to the Trustees of a proportion of former or current service users and other Disabled people interested in the Charity’s work. At every Annual General Meeting, one third of the Trustees shall retire. The Trustees to retire by rotation shall be those who have been longest in office since their last appointment or reappointment. No Trustee shall serve for more than nine consecutive years unless the Trustees consider it in the best interests of the Charity for that particular Trustee to serve beyond that period. Trustee skills audits are used to identify the resources and expertise available within the Trustees and gaps are addressed through training and by seeking new members with the requisite experience. ## Organisational Structure The Trustee group in 2023-2024 consisted of seven members who met on four occasions to direct the work of the Charity at a strategic and policy level. The frequency of meetings was returned to once a quarter after the higher number of meetings that had been held during the Covid-19 pandemic and for a period afterwards. Meetings also continued to be held remotely on video. Meetings received reports on financial matters and service performance. The Finance and Personnel Sub-Committee was convened as required to address specific funding, financial management and personnel issues. Day to day responsibility for the operation of the Charity is delegated to the Director and, through them, the Team Leaders, who together form the Senior Management Team. The Director is responsible with the Trustees for the Charity’s strategic direction, fundraising and the development of new service areas, for overall service delivery and performance, the management of the senior staff and external strategic partnership working. The Director also acts as Company Secretary. Team Leaders, who deputise for the Director as required, deal with; the operational delivery of their respective services against contractual or other requirements including quality standards; staff and resource management and service promotion and development, as well as external partnership working within their areas of responsibility and contributing to the corporate work of the charity. The Charity operated with an Interim Director throughout the year. This situation changed in September 2024 when the Trustees agreed to appoint the Director on a permanent basis. ## **Objectives and Activities** The company is an independent charity whose objects are to assist Disabled people living in, or associated with, the London Borough of Lambeth and surrounding areas, so that they may lead active and fulfilling lives. - To achieve these objects, the charity’s principal activities are the provision of: Information and general advice on all aspects of disability for Disabled people including older people with long-term illnesses, carers and professionals; - Advice casework on welfare benefits, debt, housing and community care for Disabled people including mental health service users; - Professional advocacy on community care (including statutory referrals under the Care Act 2014), health, housing, family problems and safeguarding matters; Page 2 ## **DISABILITY ADVICE SERVICE LAMBETH** ## **REPORT OF THE MANAGEMENT COMMITTEE for the Year Ended 31 March 2024** ## **Objectives and Activities (continued)** - Information, advice, support and training to people interested in, or using, Direct Payments and Personal Health Budgets to arrange their own community care and/or personal health services; Advocacy support for parents who have learning disabilities; - Advice, support and provision of activities to enable more Disabled people to engage in sport and physical activity; - Community development work with local Disabled people and their groups and organisations to support the voice and inclusion of Disabled people; - Strategic, partnership and social policy work on a range of initiatives and issues affecting Disabled people, including the Lambeth Disability Hate Crime Partnership. ## How our activities deliver public benefits In ensuring that the Charity’s activities undertaken in meeting its objectives have been carried out for the public benefit, the Trustees have had regard to the Charity Commission’s guidance in this area. In reviewing the Charity’s performance, the Trustees consider the impact of each service, both in terms of outputs and outcomes for individual service users and in influencing the provision that other agencies make for Disabled and older people and for carers. They are satisfied that all the services delivered are consistent with, and contribute to, the Charity’s objectives. Activities are designed to provide interventions that improve the independence, wellbeing and financial circumstances of individual Disabled people, their families and support networks and/or prevent the onset of problems for these groups, support them to access their rights, enable them to influence the services and opportunities in Lambeth and support their voice. The following section on achievements summarises the benefits delivered by each service and where applicable, the number of beneficiaries in 2023/24. ## **Achievements and Performance** ## Advice Service We are committed to providing this service to Lambeth’s Disabled residents – it is much needed and a vital part of our offer. Through our strong advice partnership with 5 other Disabled People’s Organisations in London, we received 2 years funding from London Funder’s Propel Fund which began in April 2023. This funding enabled us to continue to fund the Advice Team Leader post and recruit a Disabled person to join us as a Trainee Advice Worker. Unfortunately our Advice Team Leader role was unfilled for some months and the service closed. Recruited in September 2023, our new Advice Team Leader then relaunched the service and steadily rebuilt the team. Our long term Advice volunteer restarted appointments remotely, one morning per week, to support residents with Welfare Benefits form filling. We are very grateful for her continuing support and expertise. We recruited an Advice Trainee – an entry-level post ringfenced for Disabled people. The service model is to develop high quality but inexperienced Disabled people into trained advisers. This innovative approach involves much more than just advice training – being flexible and making reasonable adjustments, establishing trust so that employees proactively disclose access needs, unpicking trauma from previous employers’ poor practices and working with staff to dismantle or avoid barriers that might derail successful employment. The Advice Team Leader continues to manage the service, providing advice, delivering casework and contributing to our senior management team Page 3 ## **DISABILITY ADVICE SERVICE LAMBETH** ## **REPORT OF THE MANAGEMENT COMMITTEE for the Year Ended 31 March 2024** ## **Achievements and Performance (continued)** The service is delivered by a combination of telephone, video-conference and in-person meetings, mainly at our accessible Brixton office. The method of delivery is driven by the Disabled people using our service – it is vital that we provide support in a way that fits disabled people’s access needs and lives. This is the first step in establishing a trusting working relationship that is so key to successful advice work. dasl continues to maintain the Advice Quality Standard award – our next assessment falls in spring 2025. There continues to be a great demand for the service. This reflects the cost of living crisis and its disproportionate effect on Disabled people who as a whole are far more likely to rely on items that have increased in cost the most – energy, food and transport. Through 2024 we want to secure funding to maintain the Advice service and our trainee model and also build greater capacity that can deliver sustainable and much-needed advice to Disabled Lambeth residents. ## Parents Advocacy Our Advocacy work with parents who have a learning disability or autism, is funded by Henry Smith Charity, now in the second of three years funding. It is delivered in one-to-one casework and also in peer groups. One-to-one work can involve working with parents in intense situations involving court appearances about their parenting. A social care professional said “I have been in meetings with you and can see how much of a difference it makes to the people you are supporting”. The group work with parents is transformative. Parents have gained huge confidence from socialising and making new friends. They have shared and learnt about their human rights, what to do when their rights are threatened and where to get support. They have discussed the impact of school closures, lack of funding in education, opportunities for raising concerns with the Cabinet member for Education or their local MP. Crucially for people who told us of their isolation when they first came to us, they have built their own support networks. “I lost confidence in my social skills. Now I feel more confident being around people. I don’t feel so alone in my situation.” Parents have increasingly used dasl’s full range of services, beyond the parents’ advocacy: welfare benefits advice; creative events including a Sound Workshop and two Drawing workshops, exhibiting work at the In the Mix exhibition; swimming sessions. As we move into the last 18 months of funded work we will work with the parents we support to plan how we make the most of the progress they have made and search for opportunities to continue this vital work. ## Connect Lambeth Connect Lambeth is a consortium of local Lambeth organisations. dasl is a founding member and a core partner. Age UK Lambeth lead the consortium. Connect Lambeth is commissioned by Lambeth Council to deliver a variety of support. dasl delivers Professional Advocacy, Direct Payment support and Community Development services to Disabled people for Connect Lambeth. ## Professional Advocacy In 2023-24 dasl continued to deliver statutory Care Act advocacy and non-statutory advocacy services as part of the Lambeth Advocacy Hub which provides all statutory advocacy for people aged 16 and over in Lambeth. We also continued to manage the enquiries and referrals for the Hub for all statutory advocacy apart from Independent Mental Health Act advocacy referrals which are made directly on health service wards to our delivery partners, Community Support Network South London. Page 4 ## **DISABILITY ADVICE SERVICE LAMBETH** ## **REPORT OF THE MANAGEMENT COMMITTEE for the Year Ended 31 March 2024** ## **Achievements and Performance (continued)** During the year the Advocacy Hub received 655 enquiries and 624 referrals. From this total figure, dasl received 145 Care Act referrals. dasl’s Advocacy Service calmly works with people in an accessible way, often in their home environment. This can involve challenging statutory services on behalf of the Disabled person they are advocating for and fearlessly raising systemic issues so that they can be addressed. By the nature of advocacy referrals for Care Act processes, people referred need support with communication or cognition in order to better understand the legal process that they are part of. It is this vital work that enables people with high support needs to feel confident that their rights are not being infringed or their liberty unnecessarily restricted. The advocacy service holds a unique position within dasl as it is possible that Disabled residents may seek advocacy support to challenge our own services. We are prepared for this and have processes to maintain advocacy that is fully independent if this occurs. We are proud of the contribution our Advocacy Service makes in upholding Disabled people’s rights and proactively seeking to improve systems with honest feedback to local statutory services. ## Direct Payments Support Service The Direct Payments Support Service is commissioned by Lambeth Council to work with people who choose to receive a Direct Payment as the way to organise their social care. We work with people to increase the choice and control they have over their support, whatever form that might take. Direct payments are an equitable route to providing equality of opportunity for Disabled people. The Direct Payment Team continued to do some of its work remotely – this is much preferred by people who are digitally confident as it saves the time, effort and expense of travelling across the borough. We also meet people at our Brixton offices where their access needs dictated that face-to-face meetings would be best or for meetings that demand it, for example recruitment of personal assistants. We supported 320 people. 121 Disabled residents were supported to start their direct payments this year. The Direct Payment peer support group met monthly online. This continues to be a valuable way in which people receiving a direct payment can support each other from their own direct experience, as well as having opportunities to engage with council staff and learn from training sessions. We are looking to increase the impact and scope of peer support next year. Personal assistants, known as PAs, are people who are employed to provide support to a Disabled person, who is often their employer. We continued the PA development work to educate employment support organisations in Lambeth about the PA role and encourage them to support local residents looking for work to consider the role. ## Community Development with Disabled People We provide a community development service for Disabled people as part of the Connect Lambeth partnership. We have a long history of supporting and encouraging Disabled people to have their say. This can be campaigning on key issues for local Disabled people, working as critical friends with Lambeth Council or other voluntary organisations on policies and strategies. We work with and in support of many hundreds of Disabled residents, people who use our services and the wider community of Disabled people. Page 5 ## **DISABILITY ADVICE SERVICE LAMBETH** ## **REPORT OF THE MANAGEMENT COMMITTEE for the Year Ended 31 March 2024** ## **Achievements and Performance (continued)** We support Disabled people to create and take advantage of opportunities. Our community projects break down isolation and enable Disabled people to be active in their communities and make a valuable contribution, building confidence as they go. In 2023-24 we supported Disabled people to engage in physical activity on 190 occasions; 4 people to volunteer; 4 Disabled people to get paid work; 10 Disabled people to campaign; 25 people to give feedback to services or organisations in Lambeth and connected 85 people to other organisations. Within the Community Development work we also delivered: • Sport and Social activities – supporting Disabled people break down barriers to being regularly physically active, through delivering funded programmes of activity (yoga, boxercise, multi sports etc) or breaking down attitudinal barriers to enable Disabled residents to access public facilities (swimming and ice skating sessions). • The No Wrong Door project, a partnership of local people and organisations working over 3 years to improve the landscape of employment support for Black Disabled people, addressing systemic barriers. This is being achieved through intensive interrogation of those barriers and sharing wider understanding amongst project partners before working directly with the council and local employment support providers to address issues and improve provision. • Digital Inclusion to improve Disabled residents’ access to the opportunities being able to get online. We had significant success fundraising to develop this work: • Lloyds Bank Foundation – 2 years funding to drive forward the No Wrong Door partnership and effect change in getting appropriate, accessible and effective employment support for Black Disabled people. • LB Lambeth digital inclusion fund – funding for devices and specialist equipment to donate to local Disabled people who have struggled to get online. • Trust for London – 18 months funding to build skills, capacity and confidence for influencing and campaigning, within our members and our organisation. We look forward to implementing this new work in 2024-25. ## **Financial Review** As for all organisations, the cost-of-living crisis made the year another challenging year for the Charity. Recognising the impact this was having on staff, the Charity agreed a higher than planned pay award. Overall income for the year was £540,413 (2022/23 £504,023) with expenditure of £509,191 (2022/23 £506,136). As a result, a surplus on the year of £31,222 resulted (2022/23 deficit £2,113). The total funds carried forward were £225,752 (2022/23 £194,530) of which £166,241 (2022/23 £166,813) was unrestricted. ## Principal Funding Sources The Charity’s principal funder continues to be Lambeth Council for those services being delivered through the Connect Lambeth Partnership. The Council also provided a grant towards the delivery of the programme of social, leisure and cultural activities through the Community Development Service. The other significant funders in 2023/24 included Trust for London and the London Funders group (through Propel) that funded our Advice Service; the Henry Smith Charity that funded our new Parenting Advocacy Project; and Skills for Care that funded our training programme for Direct Payments employers. A small grant from Black Thrive facilitated our involvement in a partnership project promoting the employment of Black Disabled people. The Charity also generates income from lettings of its meeting room to other organisations and shares part of its office space with Black Thrive. Page 6 ## **DISABILITY ADVICE SERVICE LAMBETH** ## **REPORT OF THE MANAGEMENT COMMITTEE for the Year Ended 31 March 2024** ## Risk Management The Trustees continue to update its assessment of the major risks to which the Charity is exposed, particularly in relation to those which could, if they occurred, have a serious impact on its financial stability, operational effectiveness or reputation and, thus, its ability to achieve its aims and objectives. The Trustees regularly reviewed and updated the comprehensive Risk Register, which is used to assess and weight risk in terms of likelihood and impact, responding to identified issues arising in the areas of governance and strategy, finances, operations, external environment and legal compliance. Systems of internal control remain effective and these include an annual budget approved by the Trustees, quarterly reporting of financial results, variances from budget and forecasts, and clear arrangements for authorisation and delegation of decisions on expenditure. The business continuity plan was maintained and updated and the Charity ensured that it was fully compliant with the General Data Protection Regulations by reviewing all aspects of its data protection and confidentiality policies, procedures and systems. The Information Governance Policy, Complaints Policy and HR related policies and procedures were reviewed during the year. ## Reserves Policy The Trustees’ priorities are to protect the essential services the Charity delivers to its client groups and to enable it to comply with requirements under employment legislation in the event of significant unplanned reductions in funding. In developing its business planning the Trustees have considered the level of reserves that are needed to enable them to manage areas of identified risk and to invest in projects that will enhance the Charity’s work and help position it favourably in relation to new funding opportunities. The Trustee’s overall policy is to aim for a target for unrestricted reserves that would provide for at least six months operating costs. With the need to draw on these in order to sustain key but underfunded services for a number of years, the level of reserves has fallen significantly below the target. Unrestricted reserves (£166,241) fell below this level by 35% at the end of financial year 2023/24. Given the already very challenging national and local financial climate, it will be essential that the reserves policy is kept actively under review alongside new fundraising outcomes and this will be a key element of the monitoring of the charity’s financial situation through the Risk Register. ## **Plans for Future Periods** We will continue to work closely with our consortium partners in Connect Lambeth, developing and strengthening services for local Disabled people in the final year of our five year contract. Increasingly we will engage with senior Lambeth Council staff around how we can support their bold vision for the delivery of disability equity in the borough, as set out in ‘Lambeth 2030: Our Future, Our Lambeth’. Our work recruiting and employing Disabled trainee advisers has demonstrated a way forward for us and we believe we have a lot to offer Lambeth Council and local employers. The charity is keen to support our members and all Disabled Lambeth residents to be able to influence and campaign on the issues that affect them most. Charging for social care, lack of accessible housing, hate crime and many other things have a big negative impact on Disabled people in their daily lives and we will find more ways to support and elevate their voice. We will become active allies in addressing intersecting barriers – when we say we support all Disabled people, we need to understand and support Disabled people holistically, including deep understanding of exclusion and discrimination they experience as women, members of the LGBT+ community and Black or minoritised communities. We will continue to engage and try to influence Lambeth Council to mitigate the disproportionate effects of the cost of living crisis on Disabled people in any way possible. We plan to strengthen and reinforce our Advice Team, building on our existing Propel funds. Page 7 rJisABILITY ADVICE SERVICE LAP4BfTH REPORT OF THE MANAGEMEIIT tOMMITTEE R*¥pon*lbiliiie¥ ol thè I￿￿￿9t￿tIbl Cvt'.i.3aiy iafi reqoire¥ tbp managpM￿nI Ciiminil•¢P tts prepar• lfftanckl swmeDiS for e•ch vw LP JPLI Ot lis "pcotnin¢4 4 afid aPvilifalir.v ￿5?￿TreS. incli￿1￿9 knromè lor the %eJr r￿p3-, ry **c%t. fiil4fMial (iate￿er¢Is. Phe Cc*rtrp.ittee st>oulO lofthi Dest rt fplrta.￿l￿ ne11*V< .Ipd rnpn ap￿¥ rherp. rohsi*r•.ntly* nd*4l 'bd5fFr,ent> èn41 e%i4males .￿.￿4 a£(kn'QCi at anv fime financ￿1 ol th• CtariratAe company an¢ to enable tl*m to en%ure :rat fffianckil Giaiemon:s cern￿¥ 4¥￿ the C￿￿panieS Att 2006. The Managem¢N comM￿¢e is alk- 'p5￿￿5?￿le Io.. S&lL%uarfyifty th* assets of the chèritatsle company and henc¢ lor t•kry 51e¢s i¢r iN* pre¥enttog aTrJ detectson of fra￿ and other irre9J1afj￿'es. ￿.￿￿￿r￿f rhe Managernerf Com¥nitE¢e e Flane9erieDt Commitree. are drertors Ic* the purw•se of ¢r)mpwry kn and tfy5tee5f ' fpose ol chanty lè%•. i¥no v.r¥*c aunng year èrtd LJP to the dète LKthis report art Srf s)Ut on page In a-ror*ar4tÈ wi h comF3YY lath. 3s tbe (Jtnpafjy's dlrector5. we certrfy thaL sc far as v¥e ore aware, Ihore 15 no reÈv•tst kndeEefftni 1nforrnati￿ ol tAthkh the cornpany's accountants •re una*are' as the ésrectors o". thè company wè Nave taken all the steps Ihat we tyjqht to t•ken In Order t Iria*e pur5el¥es av4ère of any rele¥ant IDdepeftdert exam￿ativfi I￿r￿•th?￿ al￿ th eSUblsh tr4r ibt tharity's accouitants are èY4are of th•1 ,"n.orrnat￿n Xndepondent ExamiTreFS TP.e tykncoun-ants. Milary Adams Lid. prowJ5e¢ fty ie.apFoinrment al the fortlKomin9 Anryjal Gthef•l Meeti.-.s. Thls ", hJ5 been ?￿93re￿ in acc¢r¢•nce with the Statement ol Recommended Pracuce: Accourtlng •id ￿(e￿¥￿n9 by Chanbe5 (issued Jn Marca 20051 aThJ ffi accordancewitr* the swbèl prov&)ns Vll of th• Compan￿5 Ati 1985 felating to small entit￿5. The rewt has t)￿ prt9Jred in accor#ance ¥4th ￿ wovisiNbs rf Fhwrt6è1 sI￿d￿r￿ 101 Tr )?¢￿r￿n9 Stanoarrl apphoble tn ￿ UK of Ireknd- and.th• f•¥-A,- ## **DISABILITY ADVICE SERVICE LAMBETH** ## **STATEMENT OF FINANCIAL ACTIVITIES (including Income and Expenditure Account) for the Year Ended 31 March 2024** |Notes
**Incoming resources:**
Voluntary income:
4
Donations & grants
Lambeth funding contracts
Activities for generating funds:
Investment income
3
**Incoming resources from**
**charitable activities:**
Other income
**Total incoming resources**
**Resources expended**
**Costs of generating funds:**
Costs of generating voluntary income
**Charitable activities**
**Total resources expended**
2
**STATEMENT OF TOTAL RECOGNISED**
**GAINS AND LOSSES**
**Net incoming resources before other**
**recognised gains**
**(net income for the year)**
**Transfer depreciation reserve**
**Transfer reserves**
**Other recognised gains**
Gain on revaluation of investments
**Net movement in funds**
Total funds brought forward
**Total funds carried forward**
12
**U**|**Funds**
**2024**
**£**
**8,936**
**316,320**
**1,067**
**67,291**
**nrestricted**|**Restricted**
**Funds**
**2024**
**£**
**59,370**
**-**
**-**
**87,429**
**146,799**
**-**
**115,005**
**115,005**
**31,794**
**-**
**-**
**-**
**31,794**
**27,717**
**59,511**|**Total**
**Funds**
**2024**
**£**
**68,306**
**316,320**
**1,067**
**154,720**
**540,413**
**-**
**509,191**
**509,191**
**31,222**
**-**
**-**
**-**
**31,222**
**194,530**
**225,752**|Total
Funds
2023
£
93,501
319,320
347
90,855| |---|---|---|---|---| ||**393,614**|||504,023| ||**-**
**394,186**|||-
506,136| ||**394,186**|||506,136| ||**(572)**
**-**
**-**
**-**|||(2,113)
-
-
-| ||**(572)**
**166,813**|||(2,113)
196,643| ||**166,241**|||194,530| Movements in funds are disclosed in Note 12 to the financial statements. The notes form part of these financial statements Page 9 DtSAaiuTY ￿vICE 5ER¥1CE LAXBETH IXEGlSfERED NUMBER.. 4214684) STATEMEMT OF FINANCJAL posilloN 31 P4•r£b 3OZ4 31.3.24 Ttstal nd* 31J.Z3 Unfeslfifted 14trnds R¢stricted funds o'.es rAXED ASSErs 458 451 1.727 CVRRE4T ASSETS io 20.259 20,U9 303 741 31.5 264.489 59.sll 324000 297.712 CA£DZ70RS A Tr._?"E 'p.IIiiD aue ofye i ear (98.706} (￿706} (m4,909} MET CVRRENT ASSET5 165 783 59 sil 22S 294 . 19 TOT AL ASSETS LESS OJRREIIT LIABILTfiE5 Mrr ASSETS 16&241 FUIIDS 12 . 166,241 TOT&L BJND5 IM.530 3£ xi24. ¢." *aye rkoz pcubreé the co￿.{¢7¥ fJs ob&am an ct rth finwal statEtrwt5 for 2Fthd - i CoTr.pani¢s 20C.6. 31 I4￿. 2G24 tn &c&rd*rLe >tth-. . ka) -?-. ￿te￿% accourting rec(rt *%ich (rynpty Serkns 396 387" 01" ti* '. ,:.. , wtoch gwe a fair v*w of tr• sute ot CQryyWi¥ as at tt '£. rTotal|**£**||424,075|19,083|||39,731||20,871|395|1,981|506,136|| |---|---|---|---|---|---|---|---|---|---|---|---|---|---| |**2024**
**Total**|**£**||409,520|16,336|||41,533||40,150|382|1,270|**509,191**|| |**Direct**
**Payments**
**Support**|**£**||177,969|2,224|||16,215||14,409|152|504|**211,473**|| |**Community**
**Development**|**£**||52,497|7,754|||4,125||6,066|40|128|**70,610**|| |**Professional**
**Advocacy**|**£**||91,653|1,005|||10,211||8,696|108|318|**111,991**|| ||||11|-|||-||101|-|-|**112**|| |**Admin**|**£**||||||||||||| |**Specialist**
**Advice Service**|**£**||43,681|3,234|||7,020||6,207|52|197|**60,391**|| |**Parenting**
**Advocacy**|**£**||43,709|2,119|||3,962||4,671|30|123|**54,614**|| |**Basis of**
**allocation**|||Direct|Direct|||Floor|area|Usage|Usage|Usage||| |||**allocated to activities**|Staff costs|Activity costs|**Support costs**|**allocated to activities**|Establishment costs||General office expenses|Fees & finance charges|Depreciation|**Total resources**
**expended**|| ## **DISABILITY ADVICE SERVICE LAMBETH** ## **NOTES TO THE FINANCIAL STATEMENTS – continued for the Year Ended 31 March 2024** ## 3. **INVESTMENT INCOME** |**31.3.24**
**£**
Deposit account interest
**1,067**|31.3.23
£
347| |---|---| ## 4. **INCOMING RESOURCES FROM ACTIVITIES TO FURTHER THE CHARITY'S OBJECTS** |||**Unrestricted**|**Unrestricted**|**Unrestricted**|**Restricted**|**Restricted**|**2024**|**2024**|2023|2023|| |---|---|---|---|---|---|---|---|---|---|---|---| ||||||||**Total**||Total||| ||||**£**||**£**||**£**||£||| ||London Borough of Lambeth||**357,634**|||**-**|**357,634**||319,320||| ||Skills for Care||**4,411**|||**-**|**4,411**|||-|| ||Sport England|||**-**||**-**||**-**|9,681||| ||Trust for London||**8,936**||**59,370**||**68,306**||58,240||| ||NHS South East London|CCG||**-**||**-**||**-**|6,500||| ||Inclusion London|||**-**||**225**||**225**|10,716||| ||Vision Foundation|||**-**||-||**-**|19,080||| ||Henry Smith Charity|||**-**|**58,500**||**58,500**||29,250||| ||Propel|||**-**|**28,704**||**28,704**|||-|| ||Other||**22,633**|||**-**|**22,633**||51,236||| ||||**393,614**||**146,799**||**540,413**||504,023||| |5.|**STAFF COSTS**||||||||||| |||||||||**31.3.24**||31.3.23|| |||||||||**£**|||£| ||Wages and salaries|||||||**367,753**||380,804|| ||Social security costs|||||||**30,244**||31,647|| ||Pensions|||||||**9,838**||10,502|| ||Other staff costs|||||||**1,685**||1,122|| |||||||||**409,520**||424,075|| ||No employee received emoluments of more than £60,000.||||||||||| ||The average monthly number of employees during|||||the year,|calculated|on the basis of||full time|| ||equivalents, was as follows:||||||||||| ||||||||**31.3.24**||31.3.23||| ||Manager|||||||**1**|||1| ||Direct|||||||**12**||13|| |||||||||**13**||14|| |.|**NET INCOMING (OUTGOING) RESOURCES**||||||||||| ||The operating surplus/(deficit) is|||stated after charging:|||||||| |||||||||**31.3.24**||31.3.23|| |||||||||**£**|||£| ||Depreciation - owned assets|||||||**1,270**||1,982|| ||Auditors' remuneration||||||||**-**||-| ||Directors' remuneration and other benefits etc||||||||**-**||-| ## 6. **NET INCOMING (OUTGOING) RESOURCES** Page 13 continued... ## **DISABILITY ADVICE SERVICE LAMBETH** ## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2024** ## 7. **TRUSTEES' REMUNERATION AND BENEFITS** There were no trustees' remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023. Trustees' Expenses There were no trustees' expenses paid for the year ended 31 March 2024 nor for the year ended 31 March 2023. ## 8. ## **TAXATION** As a charity, Disability Advice Service Lambeth is exempt from tax on income and gains falling within section 505 Of the Taxes Act 1988 or s256 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects. No tax charges have arisen in the Charity. 9. **TANGIBLE FIXED ASSETS** |**COST**
At 1 April 2023
and 31 March 2024
**DEPRECIATION**
At 1 April 2023
Charge for year
At 31 March 2024
**NET BOOK VALUE**
At 31 March 2024
At 31 March 2023
10.
**DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**
Trade debtors
Prepayments and accrued income
11.
**CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**
Taxation and social security
Other creditors
Accruals and deferred income|**Plant and**
**machinery**
**etc**
**£**
**47,907**
**46,179**
**1,270**
**47,449**
**458**
1,728
**31.3.24**
31.3.23
**£**
£
**10,000**
31,557
**10,259**
-
**20,259**
31,557
**31.3.24**
31.3.23
**£**
£
**14,924**
9,222
**3,841**
2,238
**79,941**
93,449
**98,706**
104,909|**Plant and**
**machinery**
**etc**
**£**
**47,907**
**46,179**
**1,270**
**47,449**
**458**
1,728
**31.3.24**
31.3.23
**£**
£
**10,000**
31,557
**10,259**
-
**20,259**
31,557
**31.3.24**
31.3.23
**£**
£
**14,924**
9,222
**3,841**
2,238
**79,941**
93,449
**98,706**
104,909| |---|---|---| |||**46,179**
**1,270**| |||**47,449**| |||**458**| |||1,728
31.3.23
£
31,557
-
31,557
31.3.23
£
9,222
2,238
93,449
104,909| |||| |||| Page 14 continued... ## **DISABILITY ADVICE SERVICE LAMBETH** ## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2024** ## 12. **Movement in Funds** |**Unrestricted**
General Fund
**Restricted**
Into Sport Project
Parenting Advocacy
Specialist Advice Service
**Total Funds**|**Net**
**movement**
**Reserve**
**At 1.4.23**
**in funds**
**transfers**
**At 31.3.24**
**£**
**£**
**£**
**£**
166,813
(572)
-
166,241
25,482
-
-
25,482
2,685
3,886
-
6,571
(450)
27,908
-
27,458| |---|---| ||27,717
31,794
-
59,511| ||**194,530**
**31,222**
**-**
**225,752**| Net movement in funds, included in above, are as follows: |**Unrestricted**
General Fund
**Restricted**
Into Sport Project
Parenting Advocacy
Specialist Advice Service
**Total Funds**|**Incoming**
**Resources**
**Movement**
**resources**
**expended**
**in funds**
**£**
**£**
**£**
393,614
(394,186)
(572)
-
-
-
58,500
(54,614)
3,886
88,299
(60,391)
27,908| |---|---| ||146,799
(115,005)
31,794| ||**540,413**
**(509,191)**
**31,222**| Page 15 ## **DISABILITY ADVICE SERVICE LAMBETH** ## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2024** ## 12. **MOVEMENT IN FUNDS(cont)** ## **Into Sport Project** Support for Disabled people to become more involved in sport and physical activity. ## **Specialist Advice Service** Provision of a specialist advice service for Disabled people with particular focus on mental health service users. Funded by a grant from Trust for London and London Funders Propel Fund. ## **Direct Payments Support** Information, advice, training and peer support opportunities for people who wish to use Direct Payments to manage their own care and support. This service is part of the Connect Lambeth Partnership contract and is funded through a contract with Lambeth Council held by Age UK Lambeth. ## **Professional Advocacy** Professional advocacy for Disabled and older people and carers including statutory advocacy provided under the Care Act 2014 duties. This service forms part of the Connect Lambeth Partnership contract. ## **Community Development** Part of the Connect Lambeth Partnership contract. The service works with individual Disabled people, disability groups, other community organisations and Lambeth Council to address access barriers, make services more inclusive, create new social opportunities and support Disabled people’s voice on local and national issues of importance to them. The service also provides sports and physical activities, digital inclusion support and is part of the No Wrong Door project. ## **Development Projects** Used for income from consultancy projects and income from room lettings and for central administration costs. ## **Parenting Advocacy Project** Specialist advocacy support for people with learning disabilities who are parents. Funded by the Henry Smith Charity. Page 16 CHARTE RED ACCOUMTANTS. IP4DEPENDENT EXAMINER'S REPORT TO THE BOARD OF DIREcfoRS ON THE UNAUDITED FINANCIAL STATEMENTS OF OISA8ILtrY ADVICE SERvice LAMBETH We ￿part ¢n acc￿￿$ of the company tor the yur ended 31 Mèrth 2024. which are set out On Pa9e$ 9 tts l6. R•spectlv• r•spoMlbllltle$ ol tntyt￿ and *x•mln*r The trustees (who are èlso the dsrectors ts,. thè Company tor the p￿r￿￿e$ of cornpafty lawl are reswnsltsle for the oreparation af the xcounts. The trustees ¢onsid¢T that an •tsdit is not oquired for this year under section 144 oftne cnarities ACI 2011 (the 2011 Attl and inat an iThlepen(Jent exarninatK)n Is needed. Maving satisfied o¢Jrselves that the chanty is not subject to audit under company law and is eligible for independent examinat￿tin. it is our resoJngt4lRy 10.. examine the accounts un¢er section 145 of tye 2011 Act.. to folbw tne Piycedures laid ¢O%Vn in Ihe gtneral 01￿11¥n9 9sv*n tyy Chartty Comfftlssknft ur¥ter section 145lSllbl o* tne 2011 Act,. and to state whettrier parncuiar rnatterry have come to our attention. Basls of Ind*￿￿dent ex•ffilner's report Our examination was carrie¢ wt in accordan¢e wY¢h the generdl DITections glven by the Charty ornrnission. An examination Snclu¢es a review ol the ècujunting recorL15 kept by the chanTY and a comparison of the actounrs Presented wlth those records. It also Inclu¢*s consideration of any unusual rtems or disdosures in the accounts, and seeking explanations ftom you as trustee5 concerning any SL&th matters. The gr0cetju￿5 undertaken do not provide vll t￿ evidènte thèt wotsld be tequired ln èn aydlt and tc4 whether the accounte - present a and falf ysew. and the report IE limited to Ihtsse Tnatter5 Set out Ir¥ ttte statement beioY4. In£lependent ex•mine¢s ststement In connect￿￿ w*th ¢yJr e￿In8￿¢Jn. no matter has ￿me io our attention". 111 which gives LIS reasonab￿ cause to bel*ve that In any n*terfal ￿Spert the requlrernents: lo keep acctyJntln9 records sn xcordance with se¢tiffi 386 of the Compan￿5 Acr 2CrfJ6: and to prepare accounis accord with ihe accvJnting recor¢S. comply wtzh the aCCOUnling requirements ol sertion 396 oe the Comonies Att 2C•J6 and with the metho(Is and prInci￿e5 of the Sutementof ￿0MMended Pra£tlce: Acccunting Rerorting by Charitle¥ have nor been met.. or (21 to whith. in oyr win1￿. 4ttention be In order to enable a proper understsndlng of the accounts to be ructted. Hilary dams Ltd Chartereo Acctsuntants. 158 Hi9h Slreer Herne 8av Keni cr6 5NP Dale.. This page dcos Rc* fDrm part c4 the statutory financ*i statements Page 17 ## **DISABILITY ADVICE SERVICE LAMBETH** ## **DETAILED INCOME AND EXPENDITURE ACCOUNT for the Year Ended 31 March 2024** |**TURNOVER**
Lambeth funding contracts
Other income
Trust grants
**STAFF COSTS AND EXPENSES**
Wages and salaries
Employers NI
Employers pensions
Training
Staff travel
Other staff costs
**GROSS SURPLUS**
**Administrative Expenses**
Rent
Recruitment
Software & maintenance
Access costs
Insurance
Post and stationery
Other activity costs
Subscriptions
Meeting costs (activity)
Venue hire
Volunteers
Communications
Payroll costs
Accountancy fees
Legal fees
Consultancy fees
Bank charges
Just giving charges|**2024**
**£**
**£**
316,320
154,720
68,306
**539,346**
367,753
30,244
9,838
590
859
236
**(409,520)**
**129,826**
39,083
1,465
16,870
1,880
2,450
2,348
7,261
3,422
5,123
-
530
8,422
1,474
1,452
-
2,160
193
216|**2024**
**£**
**£**
316,320
154,720
68,306
**539,346**
367,753
30,244
9,838
590
859
236
**(409,520)**
**129,826**
39,083
1,465
16,870
1,880
2,450
2,348
7,261
3,422
5,123
-
530
8,422
1,474
1,452
-
2,160
193
216|**2023**
**£**
**£**
319,320
90,855
93,501
**503,676**
380,804
31,647
10,502
252
601
269
**(424,075)**
**79,601**
37,761
1,750
2,976
-
1,968
2,446
12,488
5,036
656
464
437
3,620
1,324
1,452
250
2,160
179
216
...CONTINUED| |---|---|---|---| |||**539,346**
**(409,520)**|| ||39,083
1,465
16,870
1,880
2,450
2,348
7,261
3,422
5,123
-
530
8,422
1,474
1,452
-
2,160
193
216||| |||**129,826**|| This page does not form part of the statutory financial statements Page 18 ## **DISABILITY ADVICE SERVICE LAMBETH** ## **DETAILED INCOME AND EXPENDITURE ACCOUNT for the Year Ended 31 March 2024** |Depreciation of plant and machinery
Depreciation of fixtures and fittings
Depreciation of computer equipment
Sundry expenses
**OPERATING SURPLUS/(DEFICIT)**
**Other interest receivable and similar income**
Bank interest receivable
**SURPLUS/(DEFICIT) FOR THE FINANCIAL YEAR**|579
662
29
4,052|**(99,671)**|372
676
934
4,896|**(82,061)**| |---|---|---|---|---| |||||| |||**30,155**
1,067||**(2,460)**
347| |||**31,222**||**(2,113)**| This page does not form part of the statutory financial statements Page 19