idpe_
GROUPAND SUBSIDIARY
ANNUAL REPORT AND CONSOLIDATED ACCOUNTS FOR THE PERIOD
I JANUARY 2020 TO 31 DECEMBER 2020
Charity Registration Number: 1100927
Company Registration Number: 3761777

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
CONTENTS
Sectlon
Pages
Legal and Administrative Information
Trustees, Report
Independent Auditorfs Report
10-12
Consolidated Statement of Financial Activities
13
Balance sheets
Group
Charity
14
15
Statement of Cash Flows and Consolidated Statement of Cash Flows
16
Notes to the accounts
17-23
Page O

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
Legal and Administrative Information
Registered Charity Number 11(X)927
Company Number 3761777
Trustees
C Atkinson
A Beales
P Britton
M Coote
D Goodhew
K Hartshorn
J Hodges
S Jones
M Lindo
P Rothwell,
Note. Member of the Finance ond General Purposes Committee
Chairman
K Hartshorn
Chief Executive Officers
J Beckett
L Bennett
Charity Correspondent
VRoe
Registered offite address:
Kelston Park
Bath
BAI 9AE
Independent Auditor:
MHA Monahans
Fortescue House
Court Street
Trowbridge
BA14 8FA
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IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
Banker5:
CAF Bank
25 Kings Hill Avenue
Kings Hill
West Malling
Kent
ME19 4JQ
Barclays Bank UK PLC
I Churchill Place
London
E14 5HP
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IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
TRUSTEES REPORT
Trustees, Report
The Trustees present their report which also incorporates the directors report for the period l January
2020 to 31 December 2020.
IDPE is a company limited by guarantee and a registered charity governed by its memorandum and
articles. Charity number.. IICX)927. Company number: 3761777. The directors of the charitable company
I'the charity'l are its trustees for the purpose of charity law and throughout this report are collectivelv
referred to as the Trustees. IDPE wa5 registered as a company on 28 April 1999 and as a charity on 27
November 2003.
Legal and administrative information set out on pages l and 2 forms part of the report. The accounts
comply with current statutory requirements, the Memorandum and Articles of Association and
Accounting and Reporting by Charities.. 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 IFRS1021.
Oblects of the charlty
The objects I'the Objects") of the charity, as laid down in the Memorandum of Association, are to
promote education for the benefit of the public bv:
providing training in development, particularly alumni relations and fundraising, relevant to the
provision of education
promoting high standards in development, particularly alumni relations and fundraising,
relevant to the provision of education
providing guidance and support for development, particularly alumni relations and fundraising,
relevant to the provision of education
carrying out research relevant to providing training in development, particularly alumni
relations and fundraising, relevant to the provision of education
Policies adopted to further the objects of the charity
IDPE aims to enable all schools, from the state and independent sectors, to develop cultures of giving,
so that they can provide the best educational experience for young people.
IDPE does this by championing best practice in schools, fundraising and engagement through providing
training, guidance, support, benchmarking and partnership work across the schools, sector.
Structure, governance and management
IDPE is governed by the Board of Trustees. The list of trustees is set out on page l of this report. There
is one sub-committee- the Finance and General Purposes Committee. As at 31" December there are
nine employees of the Charity= one is full time and eight are part-time. The day to day management of
IDPE is under the direction of the Chief Executive Officers.
Methods adopted for recruiting and appointing new trustees
The Articles of Association of IDPE empower it to have a minimum of five trustees with no maximum
specified. All members are invited annually to stand for election as a trustee. These nominations are
put to the full membership for voting at the AGM.
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IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
TRUSTEES REPORT
A new category of nominated trustee was introduced in 2014 and this person can be anyone qualified
to be a trustee whom the board wishes to appoint. They are not elected at the AGM, though members
must be informed. They also can serve for a maximum of six years but have to be elected again after
three.
Constitutional provisions for trustee appointments
One third lor the number nearest one thirdl of the Trustees must retire at each AGM, those longest in
office retiring first and the choice between any of equal service being made by drawing lots. Each
trustee may serve for up to six years and may act as an officer of the Institute (Chairman or Deputy
Chairmanl for no more than three years, either consecutively or in total, in any one position.
Individuals who have completed six years as a Trustee must then retire for at least three years before
they can be considered for re-election.
In carrying out their duties the Trustees meet at least three times a year and liaise via email between
meetings. In accordance with IDPE'S governing document, trustee meetings can be held either
remotely or face-to-face. Any virtual meeting must enable all trustees to be seen and heard.
Policies and procedures adopted for the induction and training of trustees
On election to the Board all new trustees receive an extensive information pack giving them
information on the Charity, its governance, management and policies and the latest available guidance
on being a trustee from the Charity Commission. All new trustees attend an introductory briefing with
the Chairman and Chief Executive Officers before their first Board Meeting. The specific induction
training for each trustee varies according to the particular portfolio they are taking on.
Where possible, this includes close liaison with the previous incumbent.
Any other organisations with which IDPE co-operates in pursuit of its charitable objectives
IDPE actively engages with organisations across both the education and fundraising sectors to
champion best practice in schools, fundraisinE and engagement. IDPE provides a voice for all schools,
through working closely with ISC, HMC, AGBIS, ISBA, GSA AMCIS, ISBL, and GSHA within the schools,
sector, as well as the Fundraising Regulator and Institute of Fundraising.
IDPE membership
Institutional
This is available to educational institutions and provides access to training and support, benchmarking
and resources, for all members of staff involved in professional fundraising and engagement within a
school. This class of member has one vote at general meetings by a nominated representative.
Associate
In a few special cases the Board may allow an individual working for a qualifying non-profit
organisation or looking to enter the sector, to join as an individual member. Benefits of membership in
this category are the same as for an institutional member but this category of membership does not
have voting rights at general meetings.
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IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
TRUSTEES REPORT
Cor
orate Partnershi
This is available to those organisations not eligible to join as an educational institution. Employees,
directors or partners may attend IDPE'S Annual Conference and professional development programme
and/or specialist forums and regional meetinES, by invitation. E-bulletins are sent to a nominated email
address. Corporate partners do not have a vote at general meetings and they are not eligible to
propose an employee, for example, for election as a Trustee. They do pay an annual partnership fee
and benefit from a listing on the supplier section of IDPE'S website.
IDPE also works with a number of major corporate partners, offering bespoke packages of engagement
to these corporate partners in return for sharing their support and expertise with the schools,
community.
Review of attivities and future developments
General Re
ort
2020 and the pandemic saw IDPE move from a focus on the long-term priorities in its business plan, to
addressing the short-term needs of its members. We shared information from across the sector via
podcasts, articles and webinars, to support all schools during these unprecedented times. The IDPE
COVID-19 support paEe has had over 7000 views so far and the average number of webinar attendees
in 2020 was up 33% compared to 2019.
We moved our termly regional meetings online and provided virtual coffee and catch ups, an
opportunity for development professionals, including those on furlough, to network and share their
experiences. In 2020, 19% of member schools attended virtual regional meetings in the spring, whilst
39% of member schools attended regional coffee and catch ups during the autumn term.
IDPE'S annual face-to-face conference was postponed. In its place, we created IDPE Live, our first-ever
virtual learning experience, which provided two weeks of FREE training and support for the education
sector. SupportinE nearly 600 development professionals from 291 schools, IDPE Live provided an
opportunity to share emerging best practice and the latest innovations from across the sector. lOO%
of IDPE Live respondents said that they would recommend IDPE Live to a colleague.
We developed a new virtual professional development offer, including three new training programmes
for 2020121, which have all over-performed..
New to development - a two-year, holistic training programme offering an introduction to all
aspects of professional fundraising and engagement in schools
Fundraising for school leaders- a fundraising programme designed to fast-track heads land
aspiring heads) of independent schools to set up and lead effective professional fundraising
programmes.
Personal and professional effectiveness- a programme designed to support development
professionals feel more empowered, positive, in control, and to benefit from enhanced
motivation and a greater sense of well-being.
Alongside these new professional development programmes, we have continued to provide a series of
webinars and community forums to support members, professional development, with over 615
attendees in 2020.
In the autumn term, IDPE launched a new online resource library, as part of our ongoing commitment
to members to provide accessible training and support. This new online resource library includes a
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IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
TRUSTEES REPORT
range of resources, such as case studies, templates, articles, webinars and podcasts, to inspire and
support members, throughout their development journey.
Despite the impact of the pandemic on many businesses, we continued to work closely with our 25
corporate partners to provide opportunities to share their expertise with the schools, development
community. It is also thanks to their sponsorship, we were able to offer IDPE Live for free.
Much of the work IDPE does could not have been achieved without the valuable efforts and time
contributed by our volunteers. In addition to the re8ional volunteers and trustees, other volunteers
give their time and expertise throughout the year, speaking at events, mentoring those newer to the
profession, and acting as IDPE advocates in their peer groups. Throughout the pandemic this support,
reassurance and sharing of expertise has been invaluable. We would like to take this opportunity to
thank the IDPE community for their continued support and commitment during 2020.
As we look to the future, and schools consider how to move forward, IDPE will continue to champion
emerging best practice through providing training, guidance, support and benchmarking to support all
schools achieve fundraising and engagement success in 2021.
Governance and Constitution
Due to the Coronavirus pandemic and following guidance from both Companies House and the Charity
Commission, IDPE cancelled its Annual General Meeting in 2020. Members were informed and invited
to vote remotely on the re-election of three trustees- Clare Atkinson, Simon Jones and Philip Rothwell.
Members also voted on extending Andrew Beales tenure by one year as he was due to leave the Board
of Trustees at the 2020 Annual General Meeting. This action was approved by the Charity Commission
and Companies House.
During the year, Karen Hartshorn's status on the board of trustees changed to that of nominated
trustee. In accordance with the governing document, if an individual does not work in the schools,
development sector they can only remain on the board if the current board members approve this.
The board voted to approve to change Karen's status from a member-elected trustee to a nominated
trustee and members were informed.
Karen Hartshorn remains as Chairman of IDPE until June 2021 and a campaign to recruit a successor
will begin in March 2021.
Membershi
Develo
ment
IDPE'S membership remained strong, with only a small hit to members despite the damaging effect of
the pandemic on schools. At the end of 2020 IDPE'S membership was down slightly from 390 to 375
member schools.
External Relations
In response to the pandemic, IDPE has been championing the importance of continued investment in
schools, development through our campaign, Don't press pause on development. IDPE has worked in
partnership with a number of schools. associations including AGBIS, ISBA, HMC and GSA to share the
value of schools, fundraising and engagement programmes, through jointly-branded webinars,
podcasts and thought pieces.
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IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
TRUSTEES REPORT
IDPE has developed a new training programme specifically to improve school leaders, knowledge and
understanding of schools, fundraising. In partnership with HMC and GSA, the IDPE Fundraising for
school leaders programme has been designed to fast-track heads land aspiring headsl of independent
schools to set up and lead effective professional fundraising programmes.
Later this year, IDPE will be launching a free online toolkit specifically for state school leaders, which
will provide support to any state school looking to develop their fundraising function.
IDPE will continue to collaborate with organisations representing senior leaders in schools in 2022, to
disseminate best practice and ensure schools develop cultures of giving including a major event in
partnership with the HMC, the fifth School Bursaries Conference.
COVID-19- our res
onse
The impact of COVID-19 on IDPE member schools was mixed, with some schools furloughing entire
development teams, some reducing staffing levels and focussing purely on engagement activity, and
others continuing to fundraise for hardship funds or resources such as IT provision, for the most
vulnerable in their school community.
IDPE continued to support both member schools and the wider education sector throughout the
pandemic. We championed the importance of development through ourf Don't press pause on
development, campaign and evolved our professional development programme and services to deliver
these virtually.
As a business, IDPE focussed on:
Retaining income from existing members and partners- we have seen almost 90% of members
renew their membership in 2021 (compared with 94% in 20201
Mitigating risk and reducing costs- we reduced office costs, furloughedlreduced hours of staff
and made three redundancies in 2020
Diversifying services and optimising income from new markets- IDPE has introduced three
new professional development programmes, and a new virtual annual conference for 2021
COVID-19- the future
Moving forward, IDPE will focus on two key priorities=
Retaining income from existing members and partners
Raising the profile of schools, development and enhancing IDPE'S reputation across the
education sector
We will continue to gather intelliEence about the chanEing needs and challenges of schools, and will
evolve our Se￿i(e5 to ensure relevance and value. We will focus on personally engaging with our
members and corporate partners to strengthen relationships, whilst developing new initiatives to:
add choice, value and retain income from existing members and corporate partners through
providing a broader offer Icapturing a larger share of school budgets)
benchmark performance of schools, fundraising and engagement programmes, evaluating the
impact of COVID-19
celebrate philanthropy and engagement in schools through a new giving week
engage new markets and attract income from new schools and corporate partners
With a number of trustees due to Step down in 2021, the trustees have established a new
appointments sub-committee, consisting of Board members, the Business Manager and Joint- CEO, to
review board composition and ensure that the board are adequately equipped to deliver the strategic
business plan.
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IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
TRUSTEES REPORT
Finallyi we will focus on supporting all schools as they face the financial impact of the pandemic, and
will continue to champion the need for schools to 'Press play on development, moving forward
through tailored professional development and support specifically for school leaders. The trustees
consider this will safeguard member retention, encourage investment in professional development,
and increase membership in the long-term.
Financial Report
The financial results for the year and financial position of the group are shown in the financial
statements. Overall group income has exceeded group expenditure generating a surplus of £8,23412019:
£15,365).
Policies
Reserves
It is not the policy of IDPE to hold restricted reserves. All income is used for the operation of the charity.
A Eeneral reserve is maintained to ensure that the functions of the charity are not hampered bv
fluctuation5 in the level of membership or exceptional non-repetitive expenditure and to take advantage
of unexpected opportunities that might benefit the membership in terms of additional services offered
by the charity.
The trustees reconsidered the prudent level at which general reserves should be held back in 2012 and
decided on a lonEer-term target equal to 30Yo of typical expenditure over a year. At the end of 2020
reserves of the group were É181,171 Ireserves of the charity were £170,948). It 15 the intention of the
trustees that these higher levels of reserves should remain the longer-term target, but carefully managed
to provide future growth potential for IDPE. As the business Erows and adapts to meet the needs of its
members, the trustees recognise that further investment in the infrastructure, goods and services
provide by IDPE will be necessary.
Grant Makin
Poli
The Trustees introduced grants in 2012 giving financial support to those who would benefit but who
could not otherwise afford the full cost of the annual conference. These were funded through
sponsorship
Polic
to Mana
e Risk
The Trustees undertook an annual review of the major risks to which the Charity is exposed. in
particular those related to the operations and finances of the Charity, and have adopted the necessary
policies to mitigate and monitor these risks. The policies are reviewed on an ongoing informal basis by
the trustees and reviewed on a formal basis at the last Board meeting of each year when the Budget
for the following year is agreed.
Public Benefit
The objects of IDPE are to provide training and to develop and promote best practice in the fields of
development, fundraising, engagement, support and management relevant to the provision of
education. The membership benefiting from the work of the IDPE is made up of development
professionals and individuals such as heads, bursars and governors supportinE development, in schools
(both independent and statel. Through access to this training and promotion of best practice, schools
are able to develop better relationships with their supporters and beneficiaries, improving their
accountability to them and raising funds efficiently in accordance with the standards laid down by the
Fundraising Regulator lof which the IDPE is a member). IDPE supports schools to..
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IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
TRUSTEES REPORT
improve learning environments and resources for pupils
improve access to independent education for children from disadvantaEed backgrounds
improve mentoring and careers support for young people
improve partnerships between state and independent schools
Membership fees are kept at a modest level so that every school who is eligible to join is able to do so
and IDPE works on behalf of all schools to champion the importance of community engagement and
philanthropic support so that schools can provide the best educational experience for children and
young people. There are no geographical restrictions, and whilst members are predominantly based in
the UK, we do have some international schools within the IDPE community.
Trustees. responsibilities in relation to the accounts
The Trustees are responsible for preparing the Annual Report and accounts in accordance with
applicable law and United Kingdom Generally Accepted Accounting Practice.
Company law requires trustees to prepare accounts that give a true and fair view of the state of the
affairs of the charity at the end of the financial year and of its surplus or deficit for the financial year. In
doing so the Trustees are required to:
select suitable accounting policies and apply them consistently
make judgements and estimates that are reasonable and prudent
state whether applicable accounting Standards and statements of recommended practice have
been followed subject to any departures disclosed and explained in the accounts;
and prepare the accounts on the going concern basis unless it is inappropriate to
presume that the charity will continue in busifbess
The Trustees are responsible for maintaining proper accounting records which disclose with reasonable
accurary at any time the financial position of the charity and which enable them to ensure that the
financial statements comply with section 386 of the Companies Act 2006. The Trustees are also
responsible for taking steps for the prevention and detection of fraud and other irregularities.
All staff remuneration is reviewed and agreed by the Trustees. When appointing new members of
staff, salaries are benchmarked against similar positions across the charitable sector. As part of the
staff appraisal process, roles and responsibilities are reviewed. If these are seen to have changed. then
these are benchmarked against other similar roles across the charitable sector and any changes to
remuneration taken to the Trustees for approval.
So far as the Trustees are aware, there is no relevant audit information (information needed by the
Charity's reporting accountant in connection with preparing his report) of which the Charity's reporting
accountant is unaware. In addition, each Trustee has taken all the steps that he/she ought to have taken
as a trustee in order to make him/her aware of any relevant information and to establish that the
Charity's reporting accountant is aware of that information.
This report, on pages I to 9, was approved by the Trustees and was signed on their behalf by:
20 May 2021
Karen Hartshorn
Chairman
On behalf of the Trustees
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IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
Independent Auditor's Report to the Members and Trustees of IDPE
Opinion
We have audited the finanaal statements of IDPE (the 'parent charitable company'l and its subsidiaries Ithe'group'l
for the year ended 31 December 2020 which comprise the consolidated statement of financial activities, the group
and parent charitable company balan￿ sheets, the group and parent charitable company cash flows and notes to
the financial stalernents, including a summary of significant accounting policies. The financial reporting framework
that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including
Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland
(United Kingdom Generally Accepted Accounting Practice).
In our opinion the financial statements..
give a true and fair view of the stale of the group's and parent charitable company's affairs as at 31 December
2020, and of the group's incoming reSoUr￿S and application of resourTrs, including its income and expenditure,
for the year then ended.,
have been properfy prepared in accordance with Unrted Kingdom Generally A￿pted Accounting Practice,. and
have been prepared in accordance with the requirements of the Companies Act 20[￿ and the Charities Act 2011.
8asi¥ for opinion
We conducted our audit in 8ccordance with International Standards on Auditing IUIQ IISAS IUKII and applicable law.
Our responsibilities under those standards are further described in the Auditor's responsibilitie5 for the audit of the
financi81 statements $￿tion of our report. We are independent of the group and parent charitable company in
8ccord8nce with the ethical requirements that are relev8nt to our audit of the Iinanci815tatements in the UK. including
the FRC'5 Ethical Standard, and we have fU￿illed our other ethical responsibilities in accoidance with these
requirements. We believe th81 the audit evidence we have obtained is sufficient 8nd appropriate lo provide a basi5
foi our opinion.
Con¢lu¥ion¥ relating to going ¢on¢ern
In auditing the financial Statements, we have concluded th8tthe trustees, use of the going concern ba51s of accx)unting
in the preparation of the financial statements is appropriate.
Based on the work we have performed, we have not identified any material uncertainties relating to events or
conditions that, Individual￿ or collectively, rnay cast signrficant doubt on the group's or parent charitable company's
ability to continue as a going concein ftsi a period of at least Iwelve months from when the financial statements are
authorised for issue.
Our responsibilities and the responsibilities of the trustees with respect to going cOn￿M are described in the relevant
sections of this report.
Other Infomiatlon
The trustees are responsible for the other information. The other inlomiation comprises the information induded in
the trustees, annual report . other than the financial statements and our auditor's report thereon. Our opinion on the
financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our
report, we do not express any form ol assurance condusion thereon.
In connection with our audit of the financial statements. our responsibility is to read the other inlomalion and, in doing
so, consider whether the other information is materially inconsistent with the financial statements or our knovledge
obtained in the audit or olhewse appears to be materially rnisststed. If we identify such material inconsistencies or
apparent material rnisstaternents. we are required to determine whether there is a material misstatement in the
financial statements or a material misstaternenl of the other information. If, based on the work we have performed,
we conclude that there is a material rnisslaterllent of this other information, we are reqUI￿d to report that fact. We
have nothing to report in this regard.
Opinions on other matters prescribed by the Companies Act 2006
In our opinion, based on the work undert8ken in the course of the audit..
the information given in the Iruslees, report linoorporaling the diieclors, ieportl for the financial yearforwhich the
fin8ncial statements are prepared is consistent wrth the financial st8tements'. and
the directors, report has been prepared in accordan￿ with applicable legal requirements.
Matter¥ on which we are required to report by exception
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IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
In the light of our knowledge and understanding of the group and parent charitable company and its environment
obtained in the course of the audit, we have not identified material misstatements in the directors, report.
We have nothing to report in respect of the following matters in relats'on to which the Companies Act 2006 and the
Charities Act 2011 requires us to report to you if, in our opinion..
adequate and sufficient accounting records have not been kept by the parent charitable company, or returns
adequate for our audit have not been received from branches not visited by us., or
the parent charitable company's financial statements are not in agreement with the accounting records and
returns., or
certain disclosures of directors, remuneration specified by law are not made., or
we have not received all the information and explanations we require lor our audit., or
the trustees were not entitled to prepare the financial statements in accordance with the small companies, regirne
and take advantage of the small companies, exemptions in preparing the directors, report and from the
requirement to prepare a strategic report.
Responsibilities of trustees
As explained rnore fully in the trustees, responsibilities statement set out on page 9, the trustees Iwho are also the
directors of the charitable company for the purposes of company lawl are responsible for the preparation of the
financial statements and for being satisfied that they give 8 true and fair view. and for such internal control as the
Itustees detennine Is necessary to enable the pieparab.on of finan¢i81 stslemenls that are flee frorn materi81
misslalernent. whether due to fraud or error.
In preparing the fin8ncial stslemenls, the trustees are responsible for assessing the group's and parent ¢h8ritable
company'5 ability to continue a5 8 going concern, disclosing, a5 appl1r￿b1e, matter5 related to going concem and
using the going concern basis of accounting unless the trustees either Intend to liquidate the group or the parent
Charitab￿ company or to C88Se OP8rations, 01 have no realistic alt8in8tN8 but to do so.
Auditorfs responsibilitiès for th• audit of thè financial statements
We have been appointed auditor under the Cotnpanies Act 2006 and section 151 of the Chaiities Act 20118nd report
in accordance with those Acts.
Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from
material misststement, whether due to fraud or erior, and to issue an auditor's report that Indudes our opinitsn.
Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance
with ISAS IUKI will always detect a material misstatement when it exists. Misstatements can arise from fraud or error
and are considered material if, individually or in the aggregate, they could reasonably be expected to Influen￿ the
economic decisions of users taken on the basis ol these financial statements.
Based on our understanding of the charitable company and sector, we identified that the principal risks of non-
compliance with laws and regulations related company and charity legislation, and we considered the extent to which
non-compliance might have a material effect on the financial statements of the charitable company. We also
considered those laws and regulations that have a direct impact on the preparation of the financial statements such
as the Charities Staternenl of Recommended Practice and the Companies Act 2006. We evaluated management's
incentives and opportunities for fraudulent manipulation of the financial slalements (including the risk of override of
conlrolsl. and determined th8t the principal risks were related lo potential 18ck of segregation of duties, bookkeeping
errors and management bias in accounting estimates and judgemental areas of the financial statements. Audit
procedures performed by the audit engagewent learn included..
Enquiry of management and those charged with governance about any known or suspected instances of non-
oompliance with law5 and regulations and fiaud..
Reviewing rrinules of rlleelings of those charged with governance and any correspondence with The Charity
Commission..
Reviewing fin8ncial statement dis¢10sures and testing lo supporting documentation to 85sess Th)mpliance with
8pplicable laws and regulations.,
Perfonning 8nalyli¢81 procedures lo identify any unusual or unexpe￿ed relationship th81 might indicate a risk of
tnaterial Tnisstatement due to fraud.,
Performing audit work over the iisk of tnanagement override of controls, Including testing of joumal entrie5 and other
adjustments for appiopriateness, evaluating the business rationale of significant transactions outside the normal
cours8 of bu51ness and 18vi8wing accounting 85timates for bias.
There are inherent limitations in the audit procedures described atxjve and the further removed non-compliance with
laws and regulations is from the events and transactions reflected in the financial statements, the less likely we would
become awaie of it. Also, the risk of not detecting a material misstatement due to fraud is higher than the risk of not
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IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
detecting one resulting from error, as fraud may involve deliberate concealment by, for example, forgery or intentional
misrepresentations, or through collusion.
A further description of our responsibilities forthe audit olthe financial statements is located on the Financial Reporting
Council's website at.. www.frc.org.uklauditorsresponsibilities. This description forms part of our auditor's report.
Use of our report
This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part le
of the Companies Act 2006 and to the charitable company's trustees, as a body, in accordan￿ with IPart 4 of the
Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to
the charitable company's members and its trustees those matters we are required to state to them in an auditorfs
report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to
anyone other than the charitable company and the charitable company's members as a body and the charitable
company's trustees as 8 body, for our audit work. for this report, or for the opinions we have formed.
James Gare (Senior Statutory Audilorl
For and on behalf of MHA Monahans
Slalulory Auditor
Ch8rteied Accountan15
Fortescue House
Court street
Trowbridg8
Vlfilt5hire
BA14 8FA
27 May 2021
Page 12

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
CONSOLIDATED STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING INCOME & EXPENDITURE
ACCOUNT)
Notes
2020
2019
Income and Endowments from:
Other trading activities
Investments
31,112
61
74,832
218
Donations and legacies
Charitable activities
26,135
329,395
472,432
Total Income
386,703
547,482
Expenditure
Raising Funds
Charitable Activities
21,037
357,432
28,485
503,632
Total Expenditure
378,469
532,117
Net Movement in Funds
8,234
15,365
Reconciliation of funds..
Total fvnds brought forward
Total fvnds carried fo￿￿8rd
172,937
181,171
157,572
172,937
The statement of financial activities includes all gains and losses for the period.
All incoming resources and resources expended derive from continuing activities.
The notes are sel out on pages 17 10 23.
Page 13

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
BALANCE SHEET- GROUP
2019
restated
Notes
2020
Fixed Assets
9,475
6,367
Current assets
Debtors
100,916
315,634
200,858
263,641
Cash at bank..
Total Current Assets
416,550
464,499
Liabilities
Creditors.. Amounts falling due within 1 year
10
244,854
297,929
Net Current Assots
171,696
166,570
Total Net Assets
181,171
172,937
Funds ofthe charty:
Unreslricled Fund
181,171
181 171
172,937
172,937
Total Funds
There are no restricted funds.
The notes are set out on pages 17 to 23
The directors acknowledge their responsibilities for complying with the requirements of the Companies
Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to small companies
subject lo the small companies regime and in accordance with FRS102 SORP.
The accounts were approved and aulhorised for issue by the Trustees and signed on their behalf by..
20 May 2021
Chairman
Karen Hartshorn
Chairman of Finance and General Purposes Committee
Justin Hodges
Page 14

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
BALANCE SHEET- CHARITY
2019
restated
Notes
2020
Fixed Assets
Investments
9,475
6,367
Current Assets
Debtors
101,450
303,868
182,989
247,5go
Cash in hand
Total Current Assets
405,318
430,579
Liabilities
Creditors.. Amounts falling due within 1 year
10
243,846
335,709
Net Current Assets
161,472
94,870
Total Net Assets
170,948
101,238
Funds ofthe charty:
Unreslricled Fund
170948
101,238
101,238
Total Funds
170,948
The directors acknowledge their responsibilities for complying with the requirements of the Companies
Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to small companies
subject to the small companies regime and in accordance with FRS102 SORP.
The accounts were approved and aulhorised for issue by the Trustees and signed on their behalf by."
20 May 2021
Chairman
Karen Hartshorn
21 May2021
Chairman of Finance and General Purposes Committee
Justin Hodges
Page 15

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
STATEMENT OF CASH FLOWS AND CONSOLIDATED STATEMENT OF CASH FLOWS
Group
2020
Charity
2020
Group
2019
Charity
2019
Cash flow from operating activitios
Interest paid
57,541
61,826
113,3161 129,3671
Net Cash flow from operating activities
57,541
61,826
113,3161 129,3671
Cash flow from Investlng actlvltles
Proceeds from sale tangible fixed assets
Payments to acquire investments
Interest received
21
21
15,6091
61
15,6091
61
218
218
Net cash flow from invosting activities
15,5481
15,5481
239
239
Net decrease in cash and cash
equivalents
51,993
56,278
113,0771 129, 1281
Cash and cash equivalents at 1st
January 2020
263,641
247,590
276,718
276,718
Cash and cash equlvalents at 31st
December 2020
315,634
303,868
263,641
247,590
Cash and cash equivalents consists
of:
Cash at bank and in hand
315,634
303,868
263,641
247,590
Cash and cash gquivalonts at 31°
December 2020
315,634
303,868
263,641
247,590
Reconclllatlon of net Income to net cash flow from operatlng actlvltles
2020
Group
2020
Charity
2019
Group
2019
Charity
Nel income for year
Depreciation of tangible fixed assets
Interest receivable
Ilncreasel I decrease in debtors
Increase I Idecreasel in creditors
8,234
69,710
15,365
20,085
2,501
2,501
761
761
1611
1611
12181
12181
99,942
81,539 1164,7381 {161,5691
153,0751 191,8631
135,514
111,574
Nel cash flow from operating activities
57,541
61,826
13,316
29.367
Page 16

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS CONTINUED...
1. ACCOUNTING POLICIES
General
Basis of Accounting
The charity constitutes a public benefit entity as defined by FRS102. These accounts have been
prepared under the historical cost convention with items recognised at cost or transaction value
unless otherwise stated in the relevant notelsl lo these accounts and in accordance with the with
Accounting and Reporting by Charities." 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 issued in October 2019, the Financial Reporting Stsndard
applicable in the United Kingdom and Republic of Ireland IFRS 1021 the Charities Act 2011, the
Companies Act 2006 and UK Generally Accepted Accounting Practi￿.
Legal Status of the Charity
IDPE is a private limited company, limited by guarantee, registered in England and Wales. The
company's registered number and registered office address can be found on the company
information page. The presentational currency of the accounts is pound sterling.
Incoming Resources
Subscriptions, charges and interest income are accounted for on a re￿1vable basis. Monies
received in advan￿ are accounted for in the appropriate accounting period.
Resources Expended
All expenditure and liabilities incurred in the financial year are accounted for in that year.
Support costs comprise those costs incurred by the Main Office in Bath including Trustees
expenses. Support costs are apportioned 50/0 to the cost of generating funds, and 95,/0 to
charitable activities. This is based on an estimated allocation of lime.
Trustees are responsible for approving any salary rises and the CEOS are responsible in
consultation with members of the Senior Management Team for approving salaries for new
starters. Periodically an external review of staff and their hours and salaries is carried out with
approval by the Trustees.
Fixed assets
Tangible and Intsngible fixed assets are ststed at cost less depreciation and amortisalion. Capital
expenditure is deemed to be items purchased al £500 or over, that have a useful life of more than
one year. Depreciation and Amortisalion are provided at otes calculated to write off the cost of
the assets, less their estimated residual value, over their expected useful lives on the following
bases..
Fixtures, fittings and equipment- 5 years slraighl line basis
Website Development- 5 years straight line basis
Investments
The investment represents shares held in IDPE (Trading) Limited (company
number 11073956} which is a wholly owned subsidiary. The company was incorporated on 21
November 2017 and started trading on 1 January 2018.
Debtors
Trade and other debtors are recognised al the settlement amount. Prepayments are valued at the
amount prepaid.
Cash
Cash at bank includes short term highly liquid investments with a short maturity of three months
or less.
Page 17

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS CONTINUED...
Creditors
Creditors and provisions are recognised where the charity has a present obligation resulting from
a past event that will probabty result in the transfer of funds to a third paty and the amount due
to settle the obligation can be measured or estimated reliably. Creditors and provisions are
normally reeognised at their settlement amount.
Flnanclal Instruments
The charity only has financial assets and financial liabilities of a kind that qualify as basic financial
inslrumenls. Basic financial instruments are initially recognised at transaction value and
subsequently measured at their selllemenl value.
Charltable actlvltles
IDPE arranges collaborative events, such as a Schools Bursaries Conference every other year,
with other organisations. In some instances IDPE takes overall responsibility for all income and
expenditure for such an event, and the profit is shared be￿een the collaborating organisations.
As financial responsibility changes from year to year be￿een organisalions, these accounts and
comparative figures have been compiled showing the overall profit figure earned by IDPE al such
events lo ensure year on year comparatives are meaningful, regardless of which organisalion
manages the Income and expenditure accounting.
Group finaneial statements
These group financial ststemenls consolidate the results of the charity and its wholly-owned
subsidiary IDPE (Trading) Limited, both of which make up their financial statements lo 31
December. A separate slalement of financial activities, or income and expenditure account, for
the charity itself is not presented because the charity has taken advantage of the exemptions
afforded by Section 408 of the Companies Act 2006.
Funds
Unrestricted funds can be used in accordance with the charitable objectives al the discretion of
the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the
charity. Restrictions arise when specified by the donor or when funds are raised for particular
restricted purposes.
Golng Concem
The financial slalements have been prepared on a going concern basis as the trustees believe
that no material uncertainties exist. The Iruslees have considered the level of funds held and the
expected level of income and expenditure for 12 months from aulhorising these financial
stalemenls. The budgeted income and expenditure is sufficient with the level of reserves for the
charity to be able to continue as a going concern.
Page 18

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS CONTINUED...
2. Income from Trading subsidiary
The wholly-owned trading subsidiary, IDPE Ilradingl limited, company number 11073956, which
is incorporated in the United Kingdom, pays all ils taxable profits lo the charity by Gift Aid. IDPE
Itradingl Limited provides job advertising. The charity owns the entire Issued share capital of 1
ordinary share of £1. A summary of the trading results as recorded in that company's statutory
accounts Ilherefore, gross of all inlra-group transactions) is shown below'.-
2020
2019
Turnover and interest receivable
Job Advertising
31,112
74,832
Cost of sales and administrative expenses
15,8891
13,1331
Profil for the period
25,223
71,699
3. Income from charitable activities is broken down as follows:
2020
2019
Conferences and seminars
Membership subscriptions
Book sales
134,176
194,385
834
329,395
277,384
192,999
2,050
472,432
4. Costs of generating funds is 5010 of the total direct and support costs borne by the main account
together with trading subsidiary operations.
5. Costs of Charitable Activities - Group
Diract
costs
Support
Costs
Total
2020
Total
2019
Conferences and seminars
Support lo members
62,723
62,723
294,709
357,432
158,493
345,139
503,632
294,709
294,709
62,723
Direct
Costs
Support
Costs
Total
2019
Conferences and seminars
Support lo members
158,493
1 $8,493
345,139
503,632
345,139
158,493 345, 139
Page 19

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS CONTINUED...
Support costs allocated lo charitable activities
2020
2019
Staff costs
Office costs
Premises costs
Admin expenses
Marketing and PR
Unclaimable VAT
Legal & professional costs
Sundry charitable expenditure
230,003
15,573
15,327
9,726
2,563
8,270
11,978
1,269
234,783
18.552
16,408
18,570
8,891
23,864
21,356
2,716
294,709
345. 139
6. Staff costs
2020
2019
Salaries and wages
Social security costs
Pension costs
Total
219,894
13,534
8,680
242,109
228,121
10,229
8,790
247,140
No employee earned more than £60,000. Average number of full time equivalent employees
employed during the year was 7 12 full time employees and g part-timel 12019." 7 full time
equivalenlsl. Of these two were employed on fundraising, two on governance and finance and
the others on charitable activities. Key management personnel comprised the CEOS, the Finance
Manager and the Business Manager- all of whom are part-time. Their total combined salaries
were £115,53412019. £120,560).
7. Group- Net movement in funds is after charging:
2020
2019
Audit fees
Lease Costs
Depreciation
5,808
17,893
2,501
26,202
5,808
14,883
761
21,452
Page 20

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS CONTINUED...
8. Fixed Assets- Charity
Fixtures, fittings
Website
and equipment Development
Investments
Totsl
At1.1.20
12,048
12,049
Additions
609
5,000
5,609
At31.12.20
12,657
5,000
17,658
At1.1.20
5,681
5,681
Depreciation
2,501
2,501
At31.12.20
8,182
8,182
Net book value at 1.1.20
6,367
6,368
Net book value at 31.12.20
4,475
5,000
9,476
9. Debtors:
2020
Group
2020
Charity
2019
Group
2019
Charity
Trade Debtors
Inlercompany IDPE Trading Ltd
Prepayments and accrued income
other debtors
96,093
90,773
5,854
4,823
168,053
150,184
4,823
28,377
4,428
200,858
28,377
4,428
182,989
100,916
101,450
The 2019 trade debtors have been reststed to include sales invoices raised before the year end where the
income has been deferred.
10. Creditors:
2020
Group
2020
Charity
2019
Group
2019
Charity
Trade Creditors
Inlercompany IDPE Trading Ltd
Deferred Income
Accruals
Tax & Security Costs
Other creditors
1,951
1,951
1,842
1,842
38,788
249,520
4,800
27,711
13,048
335,709
220,010
5,808
5,731
11,354
244,854
220,010
4,800
5,731
11,354
243,846
249,520
5,808
27,711
13,048
297,929
Deferred income comprises of advance receipts for 2021 membership subscriptions, 2021 seminar
places and 2021 IDPE annual conference places. The 2019 deferred income has been reslaled to
include sales invol￿S raised at the year end that are deferred to the following year.
Page 21

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS CONTINUED...
11. Financial instruments
The carrying amount of the financial instruments are as follows..
Group
2020
2019
Financial assets
Debt instruments measured at amortised cost..
Trade debtors Inote 91
96,093
168,053
Financial liabilities
Measured al amortised cost..
Trade creditors Inole 101
1,951
1,842
Charity
2020
2019
FITnan¢io1 assets
Debt Instruments measured at amortised cost..
Trade debtors Inote 91
- Amounts owed from group undertakings Inole 91
90,773
5,854
96,627
150,184
150,184
Equity instruments measured al amortised cost less impairmenl..
Fixed asset unlisted investments Inole 81
Financial liabilities
Measured al amortised cost..
Trade creditors Inole 101
Amounts owed lo group undertakings Inole 101
1,951
1,842
38,788
40,630
1,951
12. Related party transactlons
The charity has taken advantage of the exemption, under the terms of Financial Reporting
Stsndard 102 'The Finance Reporting Standard applicable in the UK and Republic of Ireland,, not
lo disclose related paty transactions with wholly owned subsidiaries within the group.
Trustees only received payment of expenses for actual expenditure ne￿sSarilY incurred whilst
they were carrying out their function as Iruslees of the charity. No Iruslee received remuneration
or other benefit from their work with the charity. In 2020 no related party transactions were
reported.
Travel and subsistence costs of £nil12019.' £1,2191 were reimbursed to trustees or paid directly
lo third parties on their behalf.
Page 22

IDPE
REPORT AND CONSOLIDATED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2020
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS CONTINUED...
13. Operating Lease Commitmgnts
The following operating lease commitments reported as al 31 December 2020 were as follows..
2020
2019
Within the year
Between 2 and 5 years
More than five years
10,706
10,693
24,821
53,107
21,399
77,928
14. Ultlmate Controlllng Party
The Trustees consider that the charity is joinuy controlled by the trustees and that there is no
ultimate controlling paty.
Page 23