SJMF,ON CENTRE COUNSELLING SERVICE TRUSTEES ANNUAL REPORT AJYD FINANCIAL STATEMENTS YEAR ENDED 31 TrL4RCH 2024 Registered Charity Number: 1098428 SMITH & GOULDING LIMITED Chartered AccnuNtant$ & Registertd Awditors 2-4 Southport Road CHORLEY SI￿￿ ON CENTRE COUNSELLING SERVICE TRUSTEES ANNUAL REPORT FOR THE YEAR TO 31 MARCH 2024 REFERENCE AND ADMINISTRATIVE DETAILS ReEiStered Charity Number 1098428 Principal Address Victoria Hall Knowsley Street Bolton Lancashire BL12AS Trustecs Mr P Gr¢¢n Mr G Fairhurst Ms J Orrell Mr R Bradley Ms E tkwis Ms C Greer (Resigned 18, June 2024) Ms N Thompson (Resigned 16, septeM￿r 2023) Independent Examiner Smitli & Goulding Limit¢d Charter¢d AcL'ount}￿ts 2-4 Southport Road Chorley Ldncashi PR7 ILD STRUCTURE, GOVERNANCE & MANAGEMENr Governing doeument The Simeon Centr¢ Counselling Service is controlled by its governing document. a deed of trusi dated 27 March 2003 (revised in 2008 and 2016) and constitut¢s an unincorporated charity. It is a non-profit making or8anisation and its trustees are volunteers. 'Ihe Charity was registered on 8 July 2003. Recruitment and Training of Trusteey The trustees are appointed by the members of th¢ organisation at the Annual General Meeting and the truslees have the power under the governing documents to co-opl individuals who support the objects of the organisation to fill vacancies on the Board of Management. As part of their induction, new trustees are provided with infomiation about the charity. the management structur¢. its hislory and workin¥ practices. In addition. they are also provided with extracts of the Memorandum and Articles of Association plus infonnatioll from the Charity Commission rcgarding the duties and responsibilities of trustees. OWECTIVES AND ACTtVlTTF,S The objectives and activities of the Charity are to off¢r ¢onfid¢ntial coun5elling in a safe accepting environment lo all members of the community irrespective of race, reli8ion or g¢nd¢r. We offer a generi counselling Service that is free at point of need. The charity aims to provide a one to one counselling service in a peaceful. safe and accepting eDvironmcnt wh¢r¢ people can take time out to tslk freely without fear of being judged. Public Benefit We havc referred to and hthve complied with th¢ guidance in the Charity Commission's general guidance on public benefit when reviewing our aims and objectives and in planning our future events. In particular the trustees consider how planned acttvities will contributc to the aims and objectiv¢s they have set, FArth through the use of iinrestricted and restricted funds where appropriate. ACHIEVEMENTS AND PF.RFORMANCE Volunt¢ers Between Isi April 2023 and 3 1st March 2024, we hav¢ had 69 volun￿er counsellor5 in total.. Qualified= 39 {57•/0) **3 Icss than th¢ previous year Placement = 30 (430/0) **6 less than the previous year Volunteer Attrition Between 1st April 2023 and 31 st March 2024, we lost 17 volunteer counsellors., Qualified = 6 {350/o) ** I I less than the previous y¢ar Placement - 11 (650/•) ** I less than the previous y¢a A breakdown of the reasons volunteer counsellors stoppcd seeing clients for us is as follows: Employment= 5 {290/fj) Health Issues= 2 (120/0) IA)ss of Student Status - l (60/0) Maternity LKave- l (6%) Moved Away From Bolton = 2 (12/0) Placement Completed - 4 (24/0) Stsrted to Volunteer Els¢ivhere - 2 (120/0) Client Sessions AJran ed Between 1st April 2023 and 31 st March 2024, we sehcdul¢d 3,965 counselling sessions.. Attend¢d= 3,083 (78% ) **7 less than th¢ previous year Same Day Cancellation = 322 (80/0) ' 35 less than the previou8 y&qr Advanced Cancellation = 294 (70/D) *¥3 more than th¢ pr¢viou5 year Did Not Attend Without Noti¢e 266 {70/0) **64 more ihan the previous year Future Contracts and Relationshi Simeon Centr¢ Counselling Service has been a core partner of l-Point (North_west) since its inception in 2012. We have also worked with the l-Point Network { l-Point, Beacon, Being H￿rd. Fortali¢¢, and MhIST) lo provide counselling s¢rviL¢5 to NHS patients sin¢¢ lh¢ contract was r￿St established in 2014, and this contract has been our sole source of income for almost a decade. W¢ became aware towards the end of this financial year that our ability to Luntinue working on behalf of the NHS would sadly come to an end in the following financial year du¢ to contract requirement changes, namely that the NHS would like their clients to be seen by ¢mployed staff. While we would be honourcd to be in a posilion to employ the volunteers that have been the bedrock of our Charity since 1999, we are sadly not in a position io afford the cosl of doing so. With deep regret. this means that our partller5hip with l-Poini and the NHS will end in 2024 - 25. While the next financial year h&s an air of uncertainty to it that we have be¢n forninate to avoid for so many years, it also brings with it exciting opportunities to develop and grow our charity. with its key focus remaining on supporting the people of Bolton overcom¢ their struggles with mental health throu8h the provision of an excellent and well-respected counselling service. Tribute to Lon -Temi Volunt¢¢rs The very cor¢ of Slmeon Centre Counselling Service is the team of volunt¢¢rs who make our work to support the local community possible. We would lik¢ to pay a special tribute to the following". Alena. who has volunteered for us sinc¢ March 2010 Ji)an. who has volunteered for us since March 2010 FoziA who h&s volunteered for us since February 2014 Wendy. who has volunteered for us since April 2016 All￿ who has volunteered for us since June 2018 Christin¢, who has volunteered for us since October 2018 In addition to our long-standing team of volunteer counsellors, we would a180 like to pay a special tribute to the trn%tees on our board who have stood by and supported our charity for many y¢ars'. Bob, who has been a trustee sin¢e August 2008 Jill. who has been a trustee since August 2008 Peter, who has been a trustee since August 2008 Emm4 who has been a trustee since November 2016 Post Balance Sheet Events Since the start of this financial year. we have been ivinding down our contract with the NHS via our partnership with l-Point. We have not iaken on new NHS clients since October 2024 and expect all ¢ases with theTll to be closed b¢for¢ th¢ end of the financial year. Simeon Centre Counselling Services continues to support the community through direct r¢f¢rrals and fonning new partnerships with other organisations across th¢ EKTrroughs of Bolton. Thanks to OUT excellent reputstion amongst health providers, we are seeing a substantial number of GP surg¢rfftes sendin8 their patients straight to us for dir¢¢t and immediate access to therapy. As well as our team creating new networks lo sUp￿rt marginalised communities, often overliK)ked by traditional counselling seTvices, we are also striving lo offer new and exoiting training opportunities to our volunteers to better support their professional development. Through increasing our skills base and movin8 into providing more specialis¢d counselling scryices to compl¢ment our traditional work, we are hopefvl that we will ￿ able to secure new funding opportunities enabling us to wntinue supw)rting our community for many year5 to come. FINANCIAL REVIEW Summary of thc Year The financial results for the year and the position ai the year-end are set OUÈ in the following Receipts and Paym¢nts account and Statement of Assets and Liabilities. Risk The InLStees recognise that the most sigynificant risk of the charity is that of loss of ¢xternal fimding. Contracts between Ipoint and th¢ NFIS ar¢ reviewed on a r¢gular basis, usually covering a three- year period. Each renegotiation period represents a risk for Ipoint and hence for the Simeon Centre. Due to the nature of our work. a sudden cessation of service is likely to have detrimental itnpact on our clients. Furtherniore, should current fundinbJ cease. the most likely source of altemative income would be via a grant. Application procedur¢s for grants tend to be lengthy and drawn out, fiwtheT impacting on the ability of the charity to continue providing services. Reserves Policy To effectively manage the risk described abovc. the trustees have revrewed the reserves policy this year and decided that reserves equal to one ycar's running cosLs should be set aside. The amount will be reviewed Te¥u1(￿]y. Investment Policy Inv¢stment decisions are made by the management committee. Currently, surplus funds Are held in a high inleresl savings account. Surplus funds are held for the purpose5 of maintaining reserv¢s as described above. DECLARATION The trustees declare that they have approved the Trustee's Report above. Signed on behalf of the charity's trnstees Signature: Full Name: Position: Mi P Green Chair Date.. q Il-Z* INDEPENDENT EXAMINER'S REPORT ON THE ACCOtJNTS TO THE TRUSTEES OF SIMEOI¥4 CENTRE COUNSELLING SERVICE I report to the trustees on my exatnination of the accounts of Simeon Centr¢ Counselling Service for the year ended 31 March 2024, which are set out on the following pages. RespoDsibilitie8 and basis of report As the charity trustees you are resw)nsibl¢ tor the preparation of the accounts in accordance with the requirement5 of the Charities Act 2011 ('*he Act.). The charity's trustees consider that an audit is not required for this year under section 144 (2) of the Act and that an independent examination is needed. I report in respect of my examination of the Trustee5' accounts carried out under s.145 of the 2011 Act and in carrying out my examination I hav¢ followed all the applicable Directions given by the Charity Commission under section 145 {5) (b) of the 2011 Act. Independent examinets, sta¢emeDt My examination was cattied out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a eomparison of the accounts presenied with those records. It also includes consideration of any unusual items or disclosures in the ac¢ounls and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence tliat would be required in an audiL and consequently no opinion is given as to whether the a¢¢ounts present a trne and fair view, and the rewrt is limited to those matters set out in the staiem¢nt below. Independent examiller's statement I have wmpleted the examination. I confinn that no material matters hav¢ come to my attention in connection with the examination giving me cause to believe that in any mat¢rial ￿spect. (l ) accounting records were not kept in resp¢GI of the Trust as required by s. 130 of the Act. or (2) the accounts do not accord with those records" or I have no Concerns and have come across no other matters in connection with ¢h¢ examination to which att¢ntion should be drawn in this report in order lo enable a proper understanding of the accounts to be reached. Andrew Simm Bsc FCA Ch&r¢ered Accountant SMITH & GOULDING LIMrrFD 24 Southport Road CHORLEY iancashire PR7 ILD Dated: )L SIMEON CEIYTRE COUNSELLING SERVICE STATEMEKf OF ASSETS AND LIABILITIES AS AT 31 MARCH 2024 Ullrestrieted funds Restricted funds Totsl 2023 Monetsry gssets Cash at bank- ¢urrent account Cash at bank- doposit account Cash in hand 21.025 78,761 463 21,025 78.761 463 29,204 75,574 382 100249 10 160 Non-monetary assets Fixed &¥sets The Chariws fixed assets which are stated at ¢ost are maintained on a regular basis and are all in good condition. Fixtures, fittings and equipment lacquired from 2013 to 2024) 7.238 7.238 6,240 Other assets D¢btors- Ipoint 21.450 21.450 23.010 Liabilities Rent 1.167 .942 247 240 1.167 1,942 247 240 PAYE Pension Telephone F.xpenses ¢laims Ac¢ounrancy fees 221 976 1.500 1,500 The accounts were appr()ved by the Board of Trnstees on.... behalf by: ZLk .and wer¢ signed on their . Mr P Green. Chair SIMEON CENTRE COUNSELLING SERVICE RECEIWtS AND PAYMENTS ACCOiJNT FOR THE YEAR EI¥DED 31 MARCH 2024 Unrestricted funds Restricted funds 2023 Receipts Donations CJift Aid claims Provision of counselling services Deposit interest 1,582 1.582 1.315 79.560 79,560 84,231 Total receipts Dired ¢baritable expenditure Supetvision and training 16,732 3.522 .848 714 16,102 3.347 1.678 714 14,098 3.29() 1.939 Professional subscriptions Other Otber support cosls Wages and pension R¢nL raÉe5 and wai¢r Insurance T¢l¢phone Postage and Stationery Sundries Meeting expenses Accollntancy Professional fees Consultancy services Equipment purchases Repairs and maintenance 45,686 12,940 776 2,019 723 716 94 1,032 512 45,686 12,940 776 2,019 723 716 94 1.032 512 45.291 14,042 415 2,088 867 631 189 894 455 462 1,187 998 928 998 928 Totsl paymenis Net receipts for the year (4.911) (4,911) 201 Bank and Cash Balances at 31 March 2023 105 160 105 160 104 959 Bank and Cash Balances at 31 March 2024 io loo NOTE:Tbese accounts have been prepared on the Receipts & Payments Basis and comply with the appropriate legal requirements for this basis to apply.