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2025-03-31-accounts

COMPANY REGISTRATION NUMBER: 04376941 CHARITY REGISTRATION NUMBER: 1094918

Mendip Community Transport Company Limited by Guarantee Unaudited Financial Statements

31 March 2025

BISHOP JONES

Chartered accountants Bishop Jones 9 Sadler Street Wells Somerset BA5 2RR

Mendip Community Transport

Company Limited by Guarantee

Financial Statements

Year ended 31 March 2025

Pages
Trustees' annual report (incorporating the director's report) 1 to 7
Independent examiner's report to the trustees 8 to 9
Statement of financial activities (including income and
expenditure account) 10
Statement of financial position 11 to 12
Statement of cash flows 13
Notes to the financial statements 14 to 26
The following pages do not form part of the financial statements
Detailed statement of financial activities 28 to 29
Notes to the detailed statement of financial activities 30

Mendip Community Transport

Company Limited by Guarantee

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

Year ended 31 March 2025

The trustees, who are also the directors for the purposes of company law, present their report and the unaudited financial statements of the charity for the year ended 31 March 2025.

Reference and administrative details

Registered charity name Mendip Community Transport Charity registration number 1094918 Company registration number 04376941 Principal office and registered Unit 10A office Quarry Way Business Park Waterlip Shepton Mallet Somerset BA4 4RN The trustees R E Powell R M Harris R J Leworthy R Reynolds (Resigned 31 March 2025) B Knickerbocker H Shearer S Neads N H Pothecary (Appointed 23 January 2025) Company secretary Martyn Starnes FCCA Independent examiner Michele Bishop FCA CTA FMAAT ATT Bishop Jones 9 Sadler Street Wells Somerset BA5 2RR

The trustees

- 1 -

Mendip Community Transport

Company Limited by Guarantee

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

Year ended 31 March 2025

Structure, governance and management

Background

Mendip Community Transport was formed in 2002 and is a registered charity (No. 1094918) and a company (No. 04376941) limited by guarantee. There are no shareholders.

MCT has offices at Quarry Way Business Park, Waterlip near Shepton Mallet where the operations and administration teams are based. It operates a fleet of 27 vehicles based at various locations across the Mendip and Sedgemoor districts in proximity to their operational area. The majority of its vehicles (23) are accessible having been fitted with tail lifts or ramps to accommodate passengers with a range of mobility issues.

In addition, MCT operates a Hospital Car Scheme managing a team of approximately 30 volunteer drivers who use their own vehicles to provide transport to and from medical appointments.

Charitable purpose and activities

The declared objective of the Charity when it was originally established was '…. to provide a community transport service for such of the inhabitants of Somerset, particularly Mendip, and its neighbourhood who are in need of such a service because of age, sickness or disability (mental or physical), or poverty, or because of a lack of availability of adequate and safe public passenger services.'

This remains the focus of the activity that the Charity undertakes today, although the area served now extends into the adjoining district of Sedgemoor.

Appointment of trustees/directors

The Trustees are the Directors of the company. The Directors are appointed by the members of Mendip Community Transport at an Annual General Meeting of the company in accordance with the Articles of Association. In addition, the Directors may appoint persons to fill any casual vacancies which occur during the year and may also co-opt a limited number of additional persons to the Board.

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Mendip Community Transport

Company Limited by Guarantee

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

Year ended 31 March 2025

Trustees induction and training

New Trustees are briefed on their legal obligations under charity and company law, the content of the memorandum and articles of association, the committee and decision making process, the business plan and recent financial performance. New Trustees meet key employees and the other Trustees. Trustees are encouraged to attend appropriate external training events where these will facilitate their understanding of their role.

Objectives and activities

The charity was established to provide transport for all community groups and individuals whose needs are not met by conventional transport. In particular it caters for the needs of the elderly, the disabled, the young, the mobility impaired and the socially excluded. The Trustees have referred to the guidance on public benefit contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning future activities.

Policies

The following is a summary of the policies adopted by the charity in furtherance of its objects:

Structure of Mendip Community Transport

Responsibility for the strategic management of the charity, policy making and the monitoring of its work rests with the Board of Trustees/Directors. These individuals are all volunteers.

The paid staff of the organisation are headed by the Managing Director who is responsible to the Board for all aspects of the day to day running of the organisation and for advising on all matters relating to this work.

At 31 March 2025 Mendip Community Transport employed 54 staff calculated on the basis of average monthly number of employees - (2024 - 55). During 2024/25 - 36 volunteers (2023/24 - 30) gave their services to the organisation in all areas of activity. Mendip Community Transport is a member of the Community Transport Association.

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Mendip Community Transport

Company Limited by Guarantee

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

Year ended 31 March 2025

Achievements and performance

This is the Board of Trustees of Mendip Community Transport annual report and financial statements for the year ended 31 March 2025.

Our services

Mendip Community Transport operates a range of different services including:

Slinky bus (DRT)

The Slinky Bus is a door-to-door Demand Responsive Transport service funded by Somerset County Council for people not served by or unable to access conventional transport services. The service operates between 9am and 5pm Monday to Friday and can be used for a range of purposes including, getting to local health appointments, shopping, attending classes, and visiting friends and family.

In September 2024 the Slinky - Dial a Ride contracts for Mendip and Sedgemoor which MCT has been operating for several years came to an end and Somerset County Council put renewal out to tender. MCT was successful in retaining the Mendip service but Sedgemoor was taken " in house" by Somerset Council. This decision by the Council initially caused significant disruption to the MCT operations and it will have a substantially adverse effect on the Charity's financial position going forward. The new contract operating three buses on behalf of Somerset Council for the Mendip service is due to run until September 2026.

Service bus (route 67 & route 665)

These services are provided on behalf of Somerset County Council. They were established to help reduce the rural isolation experienced by some residents following the withdrawal of the previous bus service. Route 67 operates Monday to Saturday between Wookey, Wells and Wedmore. Route 665 runs on a Tuesday and Friday from Kingweston to Yeovil.

Glastonbury tor bus (Route 196)

This service is provided on behalf of Somerset County Council and Glastonbury Town Council. It operates 7 days a week from the beginning of April through to the end of September and provides access to the Tor from the centre of the town.

Group travel

Mendip Community Transport provides transport for various clubs, societies, care homes and schools across the Mendip and Sedgemoor Districts.

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Mendip Community Transport

Company Limited by Guarantee

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

Year ended 31 March 2025

School transport

Mendip Community Transport operates school routes on behalf of Somerset County Council, many of which are specifically for pupils with Special Educational Needs who are supported by a Passenger Assistant provided by MCT.

Hospital cars

Mendip Community Transport established this service in 2005 to provide transport for individuals needing to attend hospital out-patient appointments.

There are currently 36 volunteer drivers from across Mendip and parts of Sedgemoor who volunteer their time and use their own vehicles in return for reimbursement of their mileage expenses.

Utilisation of services

The recovery in the overall utilisation of MCT services has been broadly in line with the national figures for public transport.

Despite the loss of the Sedgemoor Slinky contract, the Mendip service use has continued to increase steadily reaching the point where demand is exceeding current capacity. The number of passengers using the Route 67 increased by 14% to 21,387 journeys & Route 665 services increased by 23% to 2,101 journeys. Group Travel bookings have been in decline and actions are being taken to revive this service.

Fuel cost & supply chain issues

The year to March 2025 continued to be challenging as the Charity managed the inflationary pressures and supply chain problems impacting the duration and cost of the servicing and repair of vehicles. The increase in the minimum wage had the expected domino effect on labour costs within the Charity itself and also on the charges levied by 3rd party vehicle maintenance providers. Sourcing new vehicles to refresh the fleet also continued to be difficult with extended lead times, lack of availability and increasing prices being experienced. However, two new vehicles were brought into service in November 2024 allowing two of the older buses on the fleet to be sold at auction for net proceeds of £10K.

- 5 -

Mendip Community Transport

Company Limited by Guarantee

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

Year ended 31 March 2025

Financial review

The financial position and performance of Mendip Community Transport fell short of the expectations of the Trustees due to the loss of the Slinky Sedgemoor service in September 2024. However, the full impact of this loss of contract will be felt in the current financial year.

Total income was £996,484 for the year compared to £1,061,429 in the previous year, while the total expenditure was £1,092,956 (2024 - £1,135,266). This produced a net movement of funds of -£96,472.

Balance sheet

At the year end the charity's net assets were £740,753 (2024 - £837,225), of which £56,297 (2024 - £385,381) represented general unrestricted funds and £234,456 (2024- £451,844) represented designated funds held in respect of the vehicle replacement programme. The Board has now decided to transfer £300,000 into restricted funds for a proposed transition into electric powered minibuses and power supply facilities. A further £150,000 has been designated as restricted funds to cover 6 months overhead and lease commitments.

Reserve policy

The Board has determined a policy of restricting funds to provide the continuation of the charity's operations for a minimum period of six months taking into account any liabilities that are likely to crystallise in the event of the charity partly or wholly ceasing operations and to provide for the funding of anticipated capital expenditure.

General funds

At 31 March 2025 the reserves held in the General Fund of the charity amounted to £290,753 (2024 - £837,225) of which £224,456 (2024 - £191,844) was represented by fixed assets; £10,000 was represented by investments in the subsidiary (2024 - £10,000); and £Nil was represented by a designated fund for the future replacement of vehicles (2024 - £250,000). This leaves free reserves of £56,297 (2024 - £385,381) and Restricted Reserves of £450,000 (2024 - £Nil). This level of reserves is within the parameter set by the Board's reserves policy and is considered satisfactory

Investment policy

The Board has the power to invest in such areas as it sees fit. However, the present policy is to place cash reserves on interest bearing deposit accounts.

Going concern assessment

The trustees have considered the going concern status of the charity and conclude that there are no material uncertainties affecting the ability of the charity to continue as a going concern.

Risk management

The Board has assessed the major risks to which the Charity is exposed and has systems and contracts in place to mitigate any impact those risks may present in the future.

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Mendip Community Transport

Company Limited by Guarantee

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

Year ended 31 March 2025

Plans for future periods

The Charity receives no funding from Somerset County Council apart from the contracted services. The senior management of the charity and its Trustees/Directors are conscious that local authority support will continue to be minimal over the coming years and continue to try and replace the shortfall by expanding the Charity's customer base. MCT however is grateful for the financial support it receives from a number of Town & Parish Councils in the areas it covers.

Small company provisions

This report has been prepared in accordance with the provisions applicable to companies entitled to the small companies exemption.

The trustees' annual report was approved on 26 January 2026 and signed on behalf of the board of trustees by:

B Knickerbocker Trustee

Martyn Starnes FCCA Charity Secretary

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Mendip Community Transport

Company Limited by Guarantee

Independent Examiner's Report to the Trustees of Mendip Community Transport

Year ended 31 March 2025

I report to the trustees on my examination of the financial statements of Mendip Community Transport ('the charity') for the year ended 31 March 2025.

Responsibilities and basis of report

As the trustees of the company (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 ('the 2006 Act’).

Having satisfied myself that the accounts of the company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the listed bodies.

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

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

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

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

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

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Mendip Community Transport

Company Limited by Guarantee

Independent Examiner's Report to the Trustees of Mendip Community Transport (continued)

Year ended 31 March 2025

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Michele Bishop FCA CTA FMAAT ATT Independent Examiner

Bishop Jones 9 Sadler Street Wells Somerset BA5 2RR

26 January 2026

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Mendip Community Transport

Company Limited by Guarantee

Statement of Financial Activities (including income and expenditure account)

Year ended 31 March 2025

2025 2024
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donations and legacies 5 13,770 13,770 29,314
Charitable activities 6 963,773 963,773 1,024,428
Investment income 7 12,355 12,355 6,807
Other income 6,586 6,586 880
-------------------------------- -------------- -------------------------------- -----------------------------------------
Total income 996,484 996,484 1,061,429
================================ ============== ================================ =========================================
Expenditure
Expenditure on charitable activities 8,9 1,092,956 1,092,956 1,135,266
----------------------------------------- -------------- ----------------------------------------- -----------------------------------------
Total expenditure 1,092,956 1,092,956 1,135,266
========================================= ============== ========================================= =========================================
----------------------------------------- -------------- ----------------------------------------- -----------------------------------------
Net expenditure (96,472) (96,472) (73,837)
========================================= ============== ========================================= =========================================
Transfers between funds (450,000) 450,000
----------------------------------------- -------------------------------- ----------------------------------------- -----------------------------------------
Net movement in funds (546,472) 450,000 (96,472) (73,837)
Reconciliation of funds
Total funds brought forward 837,225 837,225 911,062
----------------------------------------- -------------------------------- ----------------------------------------- -----------------------------------------
Total funds carried forward 290,753 450,000 740,753 837,225
========================================= ================================ ========================================= =========================================

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

The notes on pages 14 to 26 form part of these financial statements.

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Mendip Community Transport

Company Limited by Guarantee

Statement of Financial Position

31 March 2025

2025 2024
Note £ £
Fixed assets
Tangible fixed assets 16 224,456 191,844
Investments 17 10,000 10,000
-------------------------------- --------------------------------
234,456 201,844
Current assets
Debtors 18 271,084 227,912
Cash at bank and in hand 369,158 445,431
-------------------------------- --------------------------------
640,242 673,343
Creditors: amounts falling due within one year 19 68,487 37,962
-------------------------------- --------------------------------
Net current assets 571,755 635,381
-------------------------------- --------------------------------
Total assets less current liabilities 806,211 837,225
Creditors: amounts falling due after more than one year 20 65,458
-------------------------------- --------------------------------
Net assets 740,753 837,225
================================ ================================
Funds of the charity
Restricted funds 450,000
Unrestricted funds 290,753 837,225
-------------------------------- --------------------------------
Total charity funds 23 740,753
================================
837,225
================================

For the year ending 31 March 2025 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

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

The statement of financial position continues on the following page.

The notes on pages 14 to 26 form part of these financial statements.

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Mendip Community Transport

Company Limited by Guarantee

Statement of Financial Position (continued)

31 March 2025

These financial statements were approved by the board of trustees and authorised for issue on 26 January 2026, and are signed on behalf of the board by:

B Knickerbocker Trustee

The notes on pages 14 to 26 form part of these financial statements.

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Mendip Community Transport

Company Limited by Guarantee

Statement of Cash Flows

Year ended 31 March 2025

2025 2024
£ £
Cash flows from operating activities
Net expenditure (96,472) (73,837)
Adjustments for:
Depreciation of tangible fixed assets 61,397 53,936
Other interest receivable and similar income (12,355) (6,807)
Interest payable and similar charges 2,626
Gains on disposal of tangible fixed assets (6,586)
Accrued expenses 28,709 3,549
Changes in:
Trade and other debtors (50,731) (46,817)
Trade and other creditors (4,389) 399
---------------------------- ----------------------------
Cash generated from operations (77,801) (69,577)
Interest paid (2,626)
Interest received 12,355 6,807
---------------------------- ----------------------------
Net cash used in operating activities (68,072) (62,770)
============================ ============================
Cash flows from investing activities
Purchase of tangible assets (97,524) (7,577)
Proceeds from sale of tangible assets 10,101
---------------------------- ----------------------------
Net cash used in investing activities (87,423) (7,577)
============================ ============================
Cash flows from financing activities
Payments of finance lease liabilities 79,222
---------------------------- ----------------------------
Net cash from financing activities 79,222
============================ ============================
Net decrease in cash and cash equivalents (76,273) (70,347)
Cash and cash equivalents at beginning of year 445,431 515,778
-------------------------------- --------------------------------
Cash and cash equivalents at end of year 369,158 445,431
================================ ================================

The notes on pages 14 to 26 form part of these financial statements.

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Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements

Year ended 31 March 2025

1. General information

The charity is a public benefit entity and a private company limited by guarantee, registered in England and Wales and a registered charity in England and Wales. The address of the registered office is Unit 10A, Quarry Way Business Park, Waterlip, Shepton Mallet, Somerset, BA4 4RN.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Companies Act 2006.

3. Accounting policies

Basis of preparation

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

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

Going concern

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

Consolidation

The charity is not required to prepare consolidated accounts in accordance with the Charities Act 2011, and has taken advantage of the option not to prepare consolidated financial statements contained in Section 398 of the Companies Act 2006 on the basis that the charity and its subsidiary undertakings comprise a small group.

Judgements and key sources of estimation uncertainty

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

Fund accounting

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

Designated funds are unrestricted funds earmarked by the trustees for particular future projects or commitments. They are not restricted and can be transferred to general funds at any time at the discretion of the Trustees.

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Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Fund accounting (continued)

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

Further explanation of the nature and purpose of each fund is included in notes to the financial statements.

Incoming resources

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

Income from donations or grants is recognised when there is evidence of entitlement to the gift, receipt is probable and its amount can be measured reliably, except as follows:

i). when donors specify that donations given to the charity must be used in future accounting periods, the income is deferred until those periods;

ii). when donors impose conditions which have to be fulfilled before the charity becomes entitled to use such income, the income is deferred until the pre-conditions have been met.

Legacy income is recognised when receipt is probable and entitlement is established. Where legacies have been notified to the charity, or the charity is aware of the granting of probate, and the criteria for income recognition have not been met, then the legacy is not included in income but is treated as a contingent asset and disclosed if material.

Investment income is included on a receivable basis.

Donations in kind comprise donated services where the costs are measurable and the services would otherwise have to be paid for to maintain operational effectiveness.

Resources expended

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

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Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Resources expended (continued)

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

Grants

Grants awarded are allocated to charitable activities.

Grants awarded are treated as expenditure and a liability in the accounts as soon as they become legal or constructive obligations. In the case of multi-year grant awards,the funding for all years is immediately recognised unless there are conditions which need to be met by the recipient to enable the release of subsequent years' funding.

Tangible assets

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

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

Depreciation

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

Short leasehold property - over 10 years; straight line Motor vehicles - over 8-10 years; straight line Equipment - 25% reducing balance

Investments

Unlisted equity investments are initially recorded at cost, and subsequently measured at fair value. If fair value cannot be reliably measured, assets are measured at cost less impairment.

Listed investments are measured at fair value with changes in fair value being recognised in income or expenditure.

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Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Investments in associates

Investments in associates accounted for in accordance with the cost model are recorded at cost less any accumulated impairment losses.

Investments in associates accounted for in accordance with the fair value model are initially recorded at the transaction price. At each reporting date, the investments are measured at fair value, with changes in fair value taken through income or expenditure. Where it is impracticable to measure fair value reliably without undue cost or effort, the cost model will be adopted.

Dividends and other distributions received from the investment are recognised as income without regard to whether the distributions are from accumulated profits of the associate arising before or after the date of acquisition.

Finance leases and hire purchase contracts

Assets held under finance leases and hire purchase contracts are recognised in the statement of financial position as assets and liabilities at the lower of the fair value of the assets and the present value of the minimum lease payments, which is determined at the inception of the lease term. Any initial direct costs of the lease are added to the amount recognised as an asset.

Lease payments are apportioned between the finance charges and reduction of the outstanding lease liability using the effective interest method. Finance charges are allocated to each period so as to produce a constant rate of interest on the remaining balance of the liability.

Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Financial instruments

A financial asset or a financial liability is recognised only when the charity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

Debt instruments are subsequently measured at amortised cost.

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Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Financial instruments (continued)

Where investments in shares are publicly traded or their fair value can otherwise be measured reliably, the investment is subsequently measured at fair value with changes in fair value recognised in income and expenditure. All other such investments are subsequently measured at cost less impairment.

Other financial instruments, including derivatives, are initially recognised at fair value, unless payment for an asset is deferred beyond normal business terms or financed at a rate of interest that is not a market rate, in which case the asset is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Other financial instruments are subsequently measured at fair value, with any changes recognised in the statement of financial activities, with the exception of hedging instruments in a designated hedging relationship.

Financial assets that are measured at cost or amortised cost are reviewed for objective evidence of impairment at the end of each reporting date. If there is objective evidence of impairment, an impairment loss is recognised under the appropriate heading in the statement of financial activities in which the initial gain was recognised.

For all equity instruments regardless of significance, and other financial assets that are individually significant, these are assessed individually for impairment. Other financial assets are either assessed individually or grouped on the basis of similar credit risk characteristics.

Any reversals of impairment are recognised immediately, to the extent that the reversal does not result in a carrying amount of the financial asset that exceeds what the carrying amount would have been had the impairment not previously been recognised.

Creditors

Creditors and provisions are recognised when there is an obligation at the Balance Sheet date as a result of a past event, it is probable of a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Creditors are recognised at the amount that the charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide,

Defined contribution plans

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

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

- 18 -

Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

4. Limited by guarantee

The charity is a company limited by guarantee and has no share capital. In the event of winding up, the liability is limited to £1.

5. Donations and legacies

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Donations
Donations and grants 8,643 8,643 5,470 5,470
Grants
Bus service operators grant 5,127 5,127 5,501 5,501
Other donations and legacies
Donation from trading subsidiary 18,343 18,343
---------------------------- ---------------------------- ---------------------------- ----------------------------
13,770 13,770 29,314 29,314
============================ ============================ ============================ ============================

All prior year income from donations and legacies was unrestricted.

6. Charitable activities

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Slinky services 305,013 305,013 412,883 412,883
School and hospital services 428,739 428,739 421,235 421,235
Route and attraction services 197,765 197,765 143,936 143,936
Other transport services 32,256 32,256 46,374 46,374
-------------------------------- -------------------------------- ----------------------------------------- -----------------------------------------
963,773 963,773 1,024,428 1,024,428
================================ ================================ ========================================= =========================================

All prior year income from charitable activities was unrestricted.

7. Investment income

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Interest received 12,355 12,355 6,807 6,807
============================ ============================ ======================= =======================

All prior year income from investments was unrestricted.

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Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

8. Expenditure on charitable activities by fund type

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Provision of transport 794,970 794,970 801,981 801,981
Support costs 297,986 297,986 333,285 333,285
----------------------------------------- ----------------------------------------- ----------------------------------------- -----------------------------------------
1,092,956 1,092,956 1,135,266 1,135,266
========================================= ========================================= ========================================= =========================================

9. Expenditure on charitable activities by activity type

Activities
undertaken Support Total funds Total fund
directly costs 2025 2024
£ £ £ £
Provision of transport 794,970 289,265 1,084,235 1,111,803
Governance costs 8,721 8,721 23,463
-------------------------------- -------------------------------- ----------------------------------------- -----------------------------------------
794,970 297,986 1,092,956 1,135,266
================================ ================================ ========================================= =========================================

10. Analysis of support costs

Support costs are allocated wholly to the charity's sole charitable activity.

Analysis of
support costs
activity 1 Total 2025 Total 2024
£ £ £
Premises 13,811 13,811 13,415
General office 275,454 275,454 296,407
Governance costs 8,721 8,721 23,463
-------------------------------- -------------------------------- --------------------------------
297,986 297,986 333,285
================================ ================================ ================================
Net expenditure
Net expenditure is stated after charging/(crediting):
2025 2024
£ £
Depreciation of tangible fixed assets 61,397 53,936
Gains on disposal of tangible fixed assets (6,586)
Operating lease rentals 77,266 89,325
Fees payable for the audit of the financial statements 7,499
============================ ============================

11. Net expenditure

Net expenditure is stated after charging/(crediting):

- 20 -

Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

12. Independent examination fees

2025 2024
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 3,950
Other financial services 1,950
----------------------- --------------
5,900
======================= ==============

13. Staff costs

The total staff costs and employee benefits for the reporting period are analysed as The total staff costs and employee benefits for the reporting period are analysed as follows:
2025 2024
£ £
Wages and salaries 674,623 684,799
Social security costs 35,366 40,496
Employer contributions to pension plans 9,443 9,303
Other employee benefits 2,909 787
-------------------------------- --------------------------------
722,341 735,385
================================ ================================

The average head count of employees during the year was 54 (2024: 55). The average number of full-time equivalent employees during the year is analysed as follows:

2025 2024
No. No.
Number of staff - direct charitable activities 48 47
Number of staff - admin support activities 6 8
-------------- --------------
54 55
============== ==============

No employee received employee benefits of more than £60,000 during the year (2024: Nil).

Key Management Personnel

Key management personnel include all persons that have authority and responsibility for planning, directing and controlling the activities of the charity. The total compensation paid to key management personnel for services provided to the charity was £57,919 (2024:£41,571).

14. Trustee remuneration and expenses

No Trustees have been re-imbursed for their out of pocket expenses (2024:none).

15. Taxation

The charity is exempt from corporation tax on its charitable activities.

- 21 -

Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

16. Tangible fixed assets

Land and Motor
buildings vehicles Equipment Total
£ £ £ £
Cost
At 1 April 2024 1,650 899,228 36,586 937,464
Additions 94,874 2,650 97,524
Disposals (81,411) (81,411)
----------------------- -------------------------------- ---------------------------- --------------------------------
At 31 March 2025 1,650 912,691 39,236 953,577
======================= ================================ ============================ ================================
Depreciation
At 1 April 2024 1,650 709,650 34,320 745,620
Charge for the year 60,080 1,317 61,397
Disposals (77,896) (77,896)
----------------------- -------------------------------- ---------------------------- --------------------------------
At 31 March 2025 1,650 691,834 35,637 729,121
======================= ================================ ============================ ================================
Carrying amount
At 31 March 2025 220,857 3,599 224,456
======================= ================================ ============================ ================================
At 31 March 2024 189,578 2,266 191,844
======================= ================================ ============================ ================================
17. Investments
Shares in
group
undertaking
s
£
Cost or valuation
At 1 April 2024 and 31 March 2025 10,000
============================
Impairment
At 1 April 2024 and 31 March 2025
============================
Carrying amount
At 31 March 2025 10,000
============================
At 31 March 2024 10,000
============================

- 22 -

Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

17. Investments (continued)

The above carrying amounts are recognised as follows:

Shares in
group
undertaking
s
£
At 31 March 2025
Held at fair value
Held at historical cost less impairment 10,000
============================
At 31 March 2024
Held at fair value
Held at historical cost less impairment 10,000
============================

There is no impairment charge to the value of the investment in the year.

18. Debtors

2025 2024
£ £
Trade debtors 181,151 160,721
Amounts owed by group undertakings 29,946 29,946
Prepayments and accrued income 18,936 25,299
Other debtors 41,051 11,946
-------------------------------- --------------------------------
271,084 227,912
================================ ================================
Creditors: amounts falling due within one year
2025 2024
£ £
Trade creditors 9,389 13,067
Accruals and deferred income 32,400 11,250
Social security and other taxes 10,890 11,634
Obligations under finance leases and hire purchase contracts 13,764
Other creditors 2,044 2,011
---------------------------- ----------------------------
68,487 37,962
============================ ============================
Creditors: amounts falling due after more than one year
2025 2024
£ £
Obligations under finance leases and hire purchase contracts 65,458
============================ ==============

19. Creditors: amounts falling due within one year

20. Creditors: amounts falling due after more than one year

- 23 -

Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

21. Finance leases and hire purchase contracts

The total future minimum lease payments under finance leases and hire purchase contracts are as follows:

as follows:
2025 2024
£ £
Not later than 1 year 13,764
Later than 1 year and not later than 5 years 65,458
---------------------------- --------------
79,222
============================ ==============

22. Pensions and other post retirement benefits

Defined contribution plans

The amount recognised in income or expenditure as an expense in relation to defined contribution plans was £9,443 (2024: £9,303).

23. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At
At 31 March 20
1 April 2024 Income Expenditure Transfers 25
£ £ £ £ £
General funds 385,381 996,484 (1,028,044) (297,524)
56,297
Tangibles fixed assets 191,844 (64,912) 97,524 224,456
Investment in subsidiary 10,000 10,000
Bus replacement
programme 250,000 (250,000)
-------------------------------- -------------------------------- ----------------------------------------- -------------------------------- --------------------------------
837,225 996,484 (1,092,956) (450,000)
290,753
================================ ================================ ========================================= ================================ ================================
At
At 31 March 20
1 April 2023 Income Expenditure Transfers 24
£ £ £ £ £
General funds 412,859 1,061,429 (1,081,330) (7,577)
385,381
Tangibles fixed assets 238,203 (53,936) 7,577 191,844
Investment in subsidiary 10,000 10,000
Bus replacement
programme 250,000 250,000
-------------------------------- ----------------------------------------- ----------------------------------------- ----------------------- --------------------------------
911,062 1,061,429 (1,135,266) 837,225
================================ ========================================= ========================================= ======================= ================================

- 24 -

Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

23. Analysis of charitable funds (continued)

Designated funds

Tangible fixed assets

These funds represent the value of tangible fixed assets held in the Balance Sheet and are included within a separate designated fund to indicate that these funds are not available to be spent within general funds or free reserves without the sale of the assets. As at the 31 March 2023 this reserve amounted to £238,203.

Investment in subsidiary

These funds represent the value of the investment held in the Balance Sheet and are included within a separate designated fund to indicate that these funds are not available to be spent within general funds or free reserves without the disposal of the investment.

Bus replacement programme

These funds had been set aside by the Trustees strategically to replace existing buses as required and have now been transferred to 'Restricted Funds' relating to the proposed transition into electric powered minibuses and power supply facilities.

Restricted funds

Restricted funds
At
At 31 March 20
1 April 2024 Income Expenditure Transfers 25
£ £ £ £ £
Electric Minibuses 300,000 300,000
Expense Commitment 150,000 150,000
-------------- -------------- -------------- -------------------------------- --------------------------------
450,000 450,000
============== ============== ============== ================================ ================================
At
At 31 March 20
1 April 2023 Income Expenditure Transfers 24
£ £ £ £ £
Electric Minibuses
Expense Commitment
-------------- -------------- -------------- -------------- --------------
============== ============== ============== ============== ==============

Restricted funds

Electric Minibuses

These funds have been restricted by the Trustees strategically to enable the transition into electric powered minibuses and power supply facilities.

Expense Commitment

These funds have been restricted by the Trustees to represent the amount estimated to cover 6 months overheads and lease commitments.

- 25 -

Mendip Community Transport

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

24. Analysis of net assets between funds

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Tangible fixed assets 224,456 224,456
Investments 10,000 10,000
Current assets 190,242 450,000 640,242
Creditors less than 1 year (68,487) (68,487)
Creditors greater than 1 year (65,458) (65,458)
-------------------------------- -------------------------------- --------------------------------
Net assets 290,753 450,000 740,753
================================ ================================ ================================
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Tangible fixed assets 191,844 191,844
Investments 10,000 10,000
Current assets 673,343 673,343
Creditors less than 1 year (37,962) (37,962)
Creditors greater than 1 year
-------------------------------- -------------- --------------------------------
Net assets 837,225 837,225
================================ ============== ================================
Analysis of changes in net debt
At
At 1 Apr 2024 Cash flows 31 Mar 2025
£ £ £
Cash at bank and in hand 445,431 (76,273)
369,158
Debt due within one year (13,764)
(13,764)
Debt due after one year (65,458)
(65,458)
-------------------------------- -------------------------------- --------------------------------
445,431 (155,495)
289,936
================================ ================================ ================================

25. Analysis of changes in net debt

26. Operating lease commitments

The total future minimum lease payments under non-cancellable operating leases are as follows:

2025 2024
£ £
Not later than 1 year 84,114 84,114
Later than 1 year and not later than 5 years 83,203 163,650
Later than 5 years 3,667
-------------------------------- --------------------------------
167,317 251,431
================================ ================================

27. Related parties

There are no transactions with trustees or other related parties other than those disclosed as required by the SORP elsewhere in the financial statements.

- 26 -

Mendip Community Transport

Company Limited by Guarantee

Management Information

Year ended 31 March 2025

The following pages do not form part of the financial statements.

- 27 -

Mendip Community Transport

Company Limited by Guarantee

Detailed Statement of Financial Activities

Year ended 31 March 2025

2025 2024
£ £
Income and endowments
Donations and legacies
Donations and grants 8,643 5,470
Bus service operators grant 5,127 5,501
Donation from trading subsidiary 18,343
---------------------------- ----------------------------
13,770 29,314
---------------------------- ----------------------------
Charitable activities
Slinky services 305,013 412,883
School and hospital services 428,739 421,235
Route and attraction services 197,765 143,936
Other transport services 32,256 46,374
-------------------------------- -----------------------------------------
963,773 1,024,428
-------------------------------- -----------------------------------------
Investment income
Interest received 12,355 6,807
---------------------------- -----------------------
Other income
Gain on disposal of tangible fixed assets held for charity's own use 6,586
Insurance claims 880
----------------------- --------------
6,586 880
----------------------- --------------
-------------------------------- -----------------------------------------
Total income 996,484 1,061,429
================================ =========================================

- 28 -

Mendip Community Transport

Company Limited by Guarantee

Detailed Statement of Financial Activities (continued)

Year ended 31 March 2025

2025 2024
£ £
Expenditure
Expenditure on charitable activities
Wages and salaries 674,623 684,799
Employer's NIC 35,366 40,496
Pension costs 9,443 9,303
Other post-retirement benefits 2,909 787
Operating leases 77,266 89,325
Rent 11,002 11,252
Rates and water (195)
Light and heat 2,809 2,358
Repairs and maintenance 6,924 7,608
Insurance 32,444 30,991
Motor vehicle expenses 138,836 144,862
Other motor/travel costs 164 647
Legal and professional fees 21,317 33,306
Telephone 6,258 5,832
Other office costs 4,418 3,271
Depreciation 61,397 53,936
Interest on HP and finance leases 2,626
Sundry expenses 690 13,927
Bank and credit charges 1,130 879
Clothing costs 280
Training costs 3,334 1,602
----------------------------------------- -----------------------------------------
1,092,956 1,135,266
----------------------------------------- -----------------------------------------
----------------------------------------- -----------------------------------------
Total expenditure 1,092,956 1,135,266
========================================= =========================================
----------------------------------------- -----------------------------------------
Net expenditure (96,472) (73,837)
========================================= =========================================

- 29 -

Mendip Community Transport

Company Limited by Guarantee

Notes to the Detailed Statement of Financial Activities

Year ended 31 March 2025

2025 2024
£ £
Expenditure on charitable activities
Provision of transport
Activities undertaken directly
Wages and salaries 490,490 489,533
Employer's NIC 24,373 23,822
Pension costs 1,135
Operating leases 77,266 89,325
Motor vehicle expenses 138,836 144,862
Other motor/travel costs 164 647
Depreciation 60,080 52,957
Interest on HP and finance leases 2,626
Sundry expenses 835
-------------------------------- --------------------------------
794,970 801,981
-------------------------------- --------------------------------
Support costs
Wages and salaries 184,133 195,266
Employer's NIC 10,993 16,674
Pension costs 8,308 9,303
Other employee benefits 2,909 787
Rent 11,002 11,252
Rates and water (195)
Light and heat 2,809 2,358
Repairs and maintenance 6,924 7,608
Insurance 32,444 30,991
Legal and professional fees 12,596 9,843
Telephone 6,258 5,832
Other office costs 4,418 3,271
Depreciation 1,317 979
Sundry expenses 690 13,092
Bank and credit charges 1,130 879
Clothing costs 280
Training costs 3,334 1,602
-------------------------------- --------------------------------
289,265 309,822
-------------------------------- --------------------------------
Governance costs
Governance costs - accountancy fees 8,721 15,964
Governance costs - audit fees 7,499
----------------------- ----------------------------
8,721 23,463
----------------------- ----------------------------
----------------------------------------- -----------------------------------------
Expenditure on charitable activities 1,092,956 1,135,266
========================================= =========================================

- 30 -