2023-03-31-accounts

Annual Report and Financial Statement

For the Year

1[st] April 2022 to 31[st] March 2023

Our Mission: To be there for parents when they need us most

Our Vision: Supporting parents to create stronger families

Report of the Board of Trustees

The Board presents its report and financial statements for HomeStart South and West Devon for the year ending 31[st] March 2023. The Trustees have adopted the provisions of 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 (FRS102) (effective January 2019). The company being incorporated on 12[th] January 2005 and having extended its accounting reference date to 31[st] March. It has no share capital and is a registered charity with the guarantee of each member being limited to £1. The governing document is the Memorandum and Articles of Association of the company and the members of the Board of Trustees are the Directors of the Company.

Name of Charity: Home-Start South and West Devon Charity Registration No: 1108077 Company Registered No: 05331020 Principal & Registered Office: The Rees Centre, Mudge Way, Plympton, Plymouth, PL7 2PS

Board of Trustees and Directors :

Diane Jones – Chair

Stuart Harris – Treasurer

David Monk – Safeguarding Advisor

Mary Tayler

Bella Westlake - Data Protection Lead (app 06.02.2023)

Catherine Stoate (resigned 16.05.2022 )

Emma Gibson (resigned 05.12.2022)

The following also serve in a representative or individual advisory capacity on the Management Committee, are members but are not Trustees:

David Carver

The following serves on the Management Committee in an advisory capacity but is neither a member nor a Trustee:

Andrea Chandler CEO – to whom strategic management of the Charity is delegated Zoe Bell Scheme Manager – to whom the day-to-day management is delegated

Achievements and Programmes Impact in Numbers 2022 -23

Support 90% Volunteer Hours packages Support delivered of participants made 308 (using our 0-5 assessment tool) progress 13,000

Achievements and Programmes Impact in Numbers 2022 -23 These results are from parents who have received at least one review - they are scored at the start and at review/closing visits using a 0 t0 5 scoring system (5 being high).

Survey Results Beneficiaries Response to the Service

% of Beneficiaries who said the services were ʻeasyʼ to access 80%

Its Bankers and Accountants are:

CAF Bank Limited and CCLA - Bankers

Morgan Accountants Ltd - Accountants and prepare Audit Exemption Report

Structure, Governance and Management

The articles provide that the trustees shall number from four to twelve and that one third must retire at each AGM. All Trustees are members of the Charity along with the other representatives on the Management Committee as set out above. Trustees are normally appointed following a three stage recruitment process (application form, interview and shadowing). All are handed a copy of the Memorandum and Articles of Association and a Trustee Handbook. They undertake an induction including attending a volunteer Preparation Training Course. Further training is offered internally, through Home-Start UK and other local third sector support organisations.

The Charity is affiliated to Home-Start UK who provides the broad spectrum within which the charity operates and who monitor performance against set criteria.

The Trustees have delegated day to day management of the Charity to its CEO and Scheme Manager who report on the performance to the Trustees or as necessary to the Chair. The Trustees meet regularly and normally at not less than 8 weeks intervals, receiving reports from the Scheme Manager and CEO, and updated accounts showing performance to date against budget and forecast management accounts.

Risk Assessment

The Trustees review annually an assessment of the risks to which the Charity is exposed, operational and financial and have introduced procedures and reporting regimes to manage and reduce the identified risks. Trustees have agreed clear lines of delegation and authority to staff and have involved all staff and volunteers working within the organisation in recognition of risk in all their activities.

Management and Staffing

The Charity operates with a full-time CEO, full-time Scheme Manager, two full-time Co-ordinators, one part-time Co-ordinators, one full time Administrator, one part-time Administrator and one part-time Comms Lead.

The remaining work of the Charity is undertaken by a group of fifty two active volunteers supporting families for up to two hours each per week and by the Trustees and other the advisory members of the Committee. We trained an additional sixteen volunteers this year.

Trustees Responsibilities

Company Law requires the Trustees to prepare financial statements for each financial year that give a true and fair view of the state of affairs of the company and of the income and expenditure of the company for that year. In preparing these financial statements the Trustees have:

• Selected suitable accounting policies and applied them consistently

• Made judgments and estimates that are reasonable and prudent

• Followed applicable accounting standards and statements of recommended practice without material departure or, otherwise stated the reason for such departure

• Prepared the financial statements on the going concern basis

The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the company and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Objects and Activities

The principal object is to safeguard, protect and preserve the good health, both mental and physical of parents and their children.

The core service is to offer befriending and mentoring support to parents who are experiencing difficulties. This is done primarily in the family home and local community but over the last year by a mix of digital means (text, audio and video) and community/home based

Case study - Volunteers

Overview:

This is a volunteer case study. The volunteer will remain anonymous and for the purpose of this report we will call her Sarah.

Sarah provided digital support to a mother diagnosed with MS, who had three children and a challenging background. Through consistent efforts, Sarah established a strong and trusting relationship with the mother, fostering open and honest communication between them. Mutual respect formed the foundation of their connection, ensuring that the support provided revolved around the mother's specific needs.

Living with MS presented significant challenges for the mother, impacting her energy levels and motivation in a negative way. With Sarah's assistance, she discovered a local MS charity that made a tremendous difference in her life. Accessing this resource proved invaluable for her well-being.

Additionally, Sarah worked closely with the family to offer support to the son, who was grappling with mental health issues and had experienced a suicide attempt. Through Sarah's intervention, the family was able to expedite the son's medical treatment, leading to an improvement in his situation.

Sarah acknowledges that maintaining availability for text and video conversations played a crucial role in providing effective support. Moreover, finding shared interests beyond the mother's health concerns had a positive impact, allowing for a more holistic approach to their interactions.

Quote

“I love to help supporting mum and families.”

23 Home-Start South and West Devon Evaluation Report

Case Study - Beneficiary

Overview:

This case study is taken from a volunteers face-to-face support experience. The beneficiary will remain anonymous and for the purpose of this report we will call her Ivy.

Ivy and her family faced a challenging living situation in a small one-bedroom flat with no lift. Their circumstances became even more demanding when they unexpectedly found out they were expecting twins, on top of already having a baby. When the volunteer arrived to support the family, there were two adults and three children under 18 months squeezed into the tiny flat. The living arrangements were far from ideal, with the mum sleeping on the sofa in the front room with the twins, while the dad shared the bedroom with the older child. Initially, the mum was hesitant to accept support, overwhelmed by exhaustion and unable to see how it could make a difference. However, the volunteer quickly established a positive rapport with her and focused on building her confidence. With the Coordinator, they arranged for a new sofa bed and cots, improving the family's sleeping arrangements. The volunteer played a crucial role in helping the family get out of the flat and engage in positive activities that allowed the children to enjoy fresh air. The biggest challenge faced was finding a larger home to accommodate the growing family. The volunteer took an active role, assisting Ivy to take the necessary steps to move up the housing list. Thanks to their efforts, the family successfully secured a new house with a garden. This significant change in their living situation promises to greatly enhance their family life for the better.

37 Home-Start South and West Devon Evaluation Report

Review of Financial Position and Plans for 2023 and beyond

The Charity was successful in obtaining a grant from Big Lottery Community Fund. The grant provides partial funding until March 2025 years. The majority of the match funding required for the next 3 years has already been secured.

We have secured grants and local authority funding.

The Community Interest Company we set up in 2019 has begun to develop income through consultancy work.

We have secured funding through partnerships with other organisations and have other partnership application in development. This is an area we will continue to pursue over the next year

Reserves Policy

The Charity aims for a reserve fund equivalent to a minimum of 6 months running costs.

Funders

Thank you to our funders and supporters who this year included:

On behalf of the Board of Trustees

Home-start South and West Devon Limited A Chatitable Company Limited by Guardntee No 05331020 Registered CharTty No. 1108077 Annual Report and Financial StaÉements for the year erKled 31 March 2023

Home-start South and West Devon Llmlted Annual Report and Financial Statements Contents Report of the Board of Trustees Indep8ndent Examin8rs' RepcKi Statement of Finanoal Ac¢t￿tieS Balance sheet Notes to the Financial Statements 4107

Horng.Start South and Wèst Davon Llmlted Indopendent examlners roport on the unaudStod accounts to HomtrStart South and West Devon Llmlted I roFort on the of ch8rliyfor Ihe 31 2023 are set on pages 2 Respectlve re5ponslbllltles of truste98 and examlnèr The lmst￿8 (who arg also Ihg directors (rf ts (xxnpwby for the of company law) are r88ponslble for tho pffjpation the aLr￿nts. The tnJste85 ￿nSEd￿ that an aLKlIt IB not r8qulred for thls year under 8￿tK)n 144(2} of th& CIHrltles M 2011 (the 2011 Aci) and that an Independent examinatknn is noeded. Having sallsfied m)BeW that 18 Mt required Lmdgr Ithy S￿] that th& rAimpany [8 eliglble for Independont examInatk￿. It ts my reSp￿t4￿ty (D: examlne tho arAxJunts uTrJei sth 145 of th9 2011 Act follow the pro(dures lad d(wm In the DIrect￿n8 thg Chariiy Comm1s81on under se(lion 1445Kb) ofthe 2011 Pth,. qTrJ Btalethtsthw part￿j1￿ mauws come to my attantk)n. Batrls of Indwndont examln¢ts w¢port My ex8mlnalJon was c4rrbJ (￿t In Yllh dk8Ctlons by the Ch comm188k￿. An ex8mlnalon indudgj a rgvivw ￿ the ro>xd8 kept Ly chwity ar¥J g oompar180n of the ace￿ants wesantad ¥Ath rectxds. It also Indud68 c4)n8id6ralion of 8ny unusu81 items or dlscttxJr88 In the 8LxxJurts. and stiekiw eWanatlon5 from 5rJu as trtJ8te85 ¢on¢ernlng 8ny such matters. The procethre$ knk6n do not provhje dl the ￿dence th81 vKrtJld b6 wulred In an al￿1¢ and conwu8ntly rMI oplnkin Is as io vAEther th8 a￿ount9 present a ue arKI falr VI￿ repxils Ilmw to matters sel In thg st￿ement bek)w. Indgponthnt oxarnlnots 8tatemwt In ￿nn￿￿OrE myexamlnalKJn no matteT come to Myatten￿ri 1) whlch gfves me rea8onable oau88 to Lllwe flHt In ary mkl r06F•cI the r8quiremwl¥ - . to keep ac(xMtlng In wADn 386 ofthe Comparies Act 2(Th a - to prepwe 8cwunts &(xd wllh the r￿rdS and to ¥lih section 396 of the Companles Act 21)J6 and ￿1th Ihe methcJs *¥1 FAIKI￿e$ of the Accwnthng and Roporling by Charflieg: Stolement of Re￿mMend￿ Prackn ap￿1¢th kn charities txeparlng thelr ￿lunt8 In a¢￿rdar￿% wlth the ￿nanc]￿l Repo￿￿ Standwd In tho IJ< aTrJ R8wtrJlo of Ireknd (FRS 102) (effeclive 1 2019) have nol met LY 2110 i¢h, In my op1n1o￿ att￿tIon 8hLwld bB tn rxder tt) enatle a propw under8fanding of lo . f(¥ and on b8h8if of: ntanls Llmited Duke C4)Urt Brklge Str￿1 KIn￿￿dg6 Davon TQ7 1HX Dated..

Homo-start South and West Devon Llmlted statement of flnanclal acllvltles for the year ended 31 March 2023 Total 2023 Total 2022 Note8 Funds In￿rne from: Incoming rasources from donors Grft aid and covenants Voluntary Income Grants Donatlons 184,714 184,714 5,024 112,600 8,625 5.024 Charitable aotivities 2,715 43,531 46,246 128,648 Investment Income 901 22 Total Incom8 8.640 228,245 236,885 249,895 Expandlturo on: ChaTltable actlvlllos Fund ralsing costs Charitable activit 1.341 246.458 247,799 255,862 Totsl axpendliurg 1.341 246.458 247,799 255,862 Net Income 7.299 (18,2131 (10,9141 {5,967) Transfers belween fvnds (5,000) Net movgmant In funds 2.299 (13,213) (10,9141 {5,96n ReconcllSatlon of funds Total funds brought forward 1 April 2022 216,050 74.365 290,415 .382 Totsl funds ¢arrled forward 31 March 2023 218.349 61.152 279,501 2￿,415 Atl inGomg and ¢xpendituro has arisgn from contlnuing acllvltles. The notes on pages 4 10 7 part of these Ilnan(ial Slatements

Hom•wStart South and West Devon Llmltgd Balance Sheèt as at 31 March 2023 comp￿ number 05331D20 Totttl 21123 2022 Currnttt assots Sundry debtcys ar¥J prgpA)Tr0nts Ca8h at bank and In hand 2.XlO 216.849 218.349 3,694 70,887 6,194 286,736 292,930 13,836 289,438 Currant Ilabllltlg5 G￿lItOrS. amounts falllng duo wlthln ono y 1&429 12,55> Not eurront aMpA8 218,349 61,152 279.501 Nat asset8 2TgJ01 290,415 F￿d8 of thB ¢harMy Restri￿￿d fund8 Pgr note 8 61,112 74365 UnToththd fund$ Al￿mUla￿d fu￿1 218A49 218,050 Total Charlty Fund8 290,415 IJu8tees are sailsfied Ihat Ihe compary is enUU&J to exwnpthJn from ts wumient to obtaln an audlt under S8cfh)n 477 of the Cr￿park8 Act 20￿. Tho membws have ￿t C￿nPanY trj (4)tain an audll ini vAlh sectlon 478 of the Acl The tru8tees thovAedgo Ihelr re8ponsbli1185 ftx rA)mF4Yl￿ wth tho reqUIrem￿lS of the Companles Ad 2008 wkh respect to accountlng re￿s. The trJ81ee8 IWr respon8JIll￿ for fina￿al stat￿8n￿ give a tnje falr view of the 8talo of affalrs of the ￿Mparry aB at th6 and Of Èach Anar￿la1 year and of Its PTofit or loss for ea¢h In8r￿L81 Y￿ kn acoxdw th9 requIrern￿￿ of Sgotk>ns 394 and 395 and bthteh otrwbyl88 Ixxnply wlth ts reQ￿r￿nents rf the compan￿ knt 2(th reling to flnan¢lal statements. so far as ap￿k*blo tothe (￿lp￿. Dlane J( Chalr Tho not85 4 to 7 fffln part ￿tr)￿fin￿l01

HoM￿Start South and West Dèvon Llmitgd Notes to the Financlal Statements for the year endod 31 March 2023 1 ￿￿untIng pollcles countlng Conventlon The ¢harfty constitutes a publlc as defir￿1 by FRS 102. Thè finandal statements have bean pr8p8red under the historical cost convenwon In atxortlance wth the Charities SORP IFRS 1021'AccounOng and Rspo￿n9 by Charilw, . Statement of Re¢x)mmerKled Pwbce appI￿a￿S lo charities pr&wlng thèlr accounts In accordance with th8 FIn8nd￿ Reptirting Standard applicaNg In Ihe UK and Reput4ic of Irelgnd IFRS 1021 {effective 1 January 2019} FInan￿￿ Rew)rtiThJ Standard 102 The Fl)ancial Reporbng Standard applcable in the UK and Republic of Ir81and' th& cha￿￿&S Act 2011 arKI the Companbs A(a 2006 except so far as all capital 8￿8ndIt￿re is vrritten off in the acwInts in the y8arof wrchaEe. Income All In¢omlro resources are included in the SOFA when thg ch8rity is bJalty enUll8d to tho Income. DO￿ated servK8s and facllttles arè Indvtled at the value to thaiity whO￿thiS quantified. The value of services provided by vo1￿18@rS has not been Induded in these ￿))unts. ExpandMur• All resources expended is accounted for on an aLx¥ual basls and ar8 Indud8d on Ihe SOFA Exp8ndrture indudes any VAT vthlch ¢anr￿t be fulty recovered. and Is re￿￿ted as part of lh8 &xpèndlture to whth It relalos. Volunteer help Th8 value of arry voluntary help recei¥8d is r#)t Ind￿ In the ac(xNJnts bui Is dgscthd In th6 trustees. annual report. TaKatlon Th8 charity is exempt frorn corpoTakn lax on Its (4)aritable atvities. Funds Unreslrl¢ted - thg Charity$ goneral fund Is to be used for th8 purFQSe5 of the charity and Is not Subpd to any restriction as to Its use. tlesvJnatsd - represents set asid8 fmm the unrestrlthd funds for specmc purfXJSeS, 81though such funds can be used for any purpM)se of the Charity. No fijnts have I￿n ancrated to this fund. Restrfctèd funds - these funds are only lo be uwj for the op8r811ng ts)sts of the charfty as sgt ¢xrt in the various grant applications. The funds are Sho￿ in note 8 P•nslon Costs The charllable company operate5 a deffnd o)ntrftr￿tlon sd)èma. Contnbubons payable to tha charitable CoMpan￿S pension scheme are ¢harged to the Statement of FinaThl Advilies in the period lo which they relate. 2 Inv6stsnont income 2023 2022 Deposlt account Interest 901 22

Home-start Soulh and West Devon Llmlted Notes to tho Financial Statements for tha year onded 31 March 2023 3 Charltablo EXP￿dIture Unrestrlct•d R•slrTrcted Funds Fund$ 2023 2D22 Famlly vlsitiTr3 Family supFx>rt group Salaries Employers NIC Employmenl allowance Employer pension costs Contract labour Tralnlng Trav81 costs and expews Offic& 8xpens8s Rent Insurance Printing, 81atlLThry and advertising Mlscellaneous Offlce and Compuler wwIp￿￿t Computer and soflware support Website devebpmenl Bank charg85 2,223 2,223 1,101 193.676 17.460 15.C¥JOI 4.266 187 2,131 9,284 551 1.046 2￿.927 17,032 14,000) 4.324 1.101 193.676 17.460 15,000) 4.266 187 476 2,008 458 77 436 1,063 855 1.160 1.338 4221 714 2.203 1.601 5.956 2,629 {3081 4.321 714 1,341 2342￿1 235,591 242,799 Costs of chatltable activlllos 2022 was £242.799 of £1.124 w88 attribjted lo unrestficted fur￿8 and £241,675 was attrfbuled lo restrfcted furvjs. 4 G¢)vernance costs 2023 2022 Funds Fund$ 4,5tKI 1,530 178 Affillaljon fe¥8 Independent oxamlnerfs faos Trijslees, travel Trijslees, tralrung Evaluation of Big Lottery Project 6,Q93 1,290 178 12,208 12,208 13,063 GovamatwA costs for 2022 was £13,IA3 of all wps athll)uted to r681rKted fuNIs. 5 tlebtors 2023 2022 Debtors Prwymenls othw debtor8 2.5LM] 1.694 2.0 6.194 10,500 1,336 2,000 13,836 fj Cash at bank and In hand 2023 2022 COIF charfU8s depo8M a(tounl CAF bank 28,766 257.970 286.738 28.275 260,863 289,138

Home-start South and West Devon Llmited Notes to the Flnanclal Statements fortho year ended 31 March 2023 7 Credltor8: amounts falllng duo wlthln ona y 2023 2022 Trade credllcfs Radundancy proviFA Oth8r taxes and social security costs Ot￿r¢redItOrS and 2224 8.749 1.416 1.040 13.429 2,770 8,749 12,559 8 Movement ¢ffvnd8 Transfar botwoon Balancè funds 31 March 2023 Balance Incomlny Resources 1 Ap￿ 2022 resources oxpermlpd Unrestrlcted 216,09) 1.341 218,349 Restrl¢t¥d R&stdeted Funfls Lottery Ext@nskJn A Henry Smith EDP 12214 (22,742) 32,373 {11,027) 21.845 11.027 55,120 2.000 6.218 (69,629) 15,491 DWP Newmain luttery RNRMC RPC FurKI 43.531 120,0(X) (33.403) (120.000) {684) {16,346) 21,816 74.365 228245 (246.458 5,(N]O 61,152 Total fvnd8 2￿.415 236,885 247.7991 279.￿1 All funds noted above, aside from th& lJnrnsMcW funds, have limltations as to how Iha fund8 can be appligd and are tystricted fijnds. These restrided fijnds adse I)eCau￿ the donors have Ilmlted thelr use to specK prolp(as, within the stated objects of tre Charity. The unrgstrlcted fur¥ts may be appr￿1 by the Trustaes in any mannerkniihin Ihe stated obFcts ofth8 Charfty. Movpmerrt offunds- comparatlvo y•ar Balance Inc¢mlng Re￿wr¢0$ 0110412021 resour￿ expended 116.591 {1,124} Tr8nsf¥r bgtwggn Balance nds 3110312022 75.118 216,050 169)) Unreslrfcted Postc￿¢ Trust Lottery Exienslon A Henry Sm]th Loneliness pmject EDP Twln DWP New m8ln lottery 21.715 55.120 10,0 110,688) 11,027 55,120 110,OCrf)) 12,839> (71,589} 2,000 6,218 87,427 126.430 {136,050) (98,0￿) 296.382 249,895 2&fj,862 2W.415

HoMe￿lart South and West Devon Llmlted Notes to thg Flnancial Statements forth8 yaar ended 31 March 2023 9 Controlllng paty and company 8tatu* The Charlty Is a wmpany limtted by guarantee and Is by the Truslees namgd on the Trustèes Report. In tITe event of the Challty being wound up. the li?t4lity In res￿ of the guarantee is limttod to £1 wr member of the charfty. 10 Related Party Transactlons There were no related party transaotbns for the year ended 31st March 2023. 11 Blg Lottwy Fund Grant. restrtclad fu￿tS Induded %￿h1n In(x)mlrYJ ReS(wr￿ are the 8rrKwnt8 ￿e1V&￿ from Blg Lottery Fund. Thls income represents resldcted fundg. 2023 2022 Big Lottery Fund grant 120,CQO 98,000 Anw)unts Included in incoming Tesources 120,(XK) 98,t)00 12 Tn￿ts6 r•munoratlon and oxpensas No Trustee received any rernunernlon during the year. Inuthnla 8x[￿Se8 were paid to trustees In the year, thesa amount to less than £1,000. 13 Staff costs 2023 2022 S81arfÈs Employer's NIC P8nslDn e0ntrfbullc￿8 193,676 12,460 4,266 210.402 200,927 13,032 4,324 218,283 Average numb8r of staff No employe88 earned over £60.OCQ per annum. General Rostrfcted funds nds 14 A))alysls of not assots between funds Total funds Current assets Current Ilabililies 218249 74,581 {13,429) 292,930 (13,4291 Net assets 218,349 61,152 279,501