Rogistered number 04617964 Charity ..1110649 South W¥sl Lanrashir Indo1•nt Cmty Athce N8ts¥cffk Report CrfThe Truslees And Unavdited Financial Slatemer¢ts For The Year ErKJed 31 Dwmbèr 2022 ACCF18VU* 2¢m023 COMPANIES )usE A12
South West Lancashirn Independent Communlty Advice Network Roport and a¢¢ounts Contents Page Company infomali Trustees anrwal reF Independent examine rel)rt Incwtè and eypeTrjitU charity acnts Balance $hg8t ¢haiity attounts Notos lo the accounts 2-6 10
South West Lancashire Independent Community Advice Network Company Information Trustees Mr Paul Mcconnell Mr David Vickers Mr Charles Penry Evans Mr George Hughes Independent Examiner Helen J Guest Accounting 482 Liverpool Road nsdale Soulhport Merseyside PR8 3BB Registered office Evemioof Hub 1 Birleywood Skelmersoale WN8 9HR Registered numbgr Companies House 111W9 04617964
South West Lancashire Independent Community Advice Network Registered number: 1110649 Company 04617964 Report of the trustees for the year ended 31 December 2022 The trustees present their rewrt and accounts for the year ended 31 December 2022. The Iruslees have adopted the provisions of accounting and rewrting for charities ." Statement of Recommended Praclive applicable lo charities preparing their accounts In accofdance with the Financial Reporting Standard appltsble in the UK and Ire&nd (FRS102 effective 1 January 2019}- History. Objectives and A¢tivilies of The Trust The principle activity of the charity in the yeai under ieview was that ol providing advice and assIsnCe on employment L8w. health, safely and welfare rights as well as IT facilrties and training.
South West Lancashlr• Ind•p•ndwrt Communty Advlc• N•lwo Reglst•red number.. Report of tho trustees fw the y•¥r gnd•d 31 DK•mb•r 2022 1110649 A¢hi•vom•nts and P•rlorniance We are now al the erMI of the >year. Communsty Fur suM)0rt8d AMS Prol9c(' the proi8Ct has been exlremety successful eycellirwJ 311 e¥med wt(x)mes. Whi¢h given th8 dramatic start we had. the Friday we moved lo our new Town Clre officgs w8$ also Ihe stsrt of'Lockdthvn'. What happened nexl were Iwrj aThJ a half years of the rnosl challengir¥J rir¢um$tsn¢es have ever op8ratad in as a charity. The vdunteer5 agreed to wor frtyn hcthè thgh¢yJt Covmfj Supp"ng some ol the most vnerable people in our crynmunty 8rKI many others Irom across the North West and beyond. They all desewve the hiqhe5t of prat5e 1r commitment to theirWO and the pwAe of West Lancashire. Cll•ftt Numb•rs •ach month: JanU- 374 February= 433 March = 499 This year V we knkirwJ foThYard to a quieter c¥. jusl foaBsry on seryice delivery and ensuriThJ we continued to prowKle the best one possible. In the first quarter of the year. we started our (treach in Bursc(xoh ty.ng to engage with those living in the Northem Parishes vtho have Irtue or rthing in the of support 8eM¢èS such as ours. Ovèr the last 5 yèats we have made some very P8rtrtorships wrfh 8 number of small organi5ati¢)ns providing 8 rargtr of supF¥xt to familtes across Ihe parishes. In Ihe seccrt quarter, were aNe to Secu extra funding from Northern Rail lo deliver mwe outreach in Omiskirk based in Brooksids. Supported LiviFWJ compleL This to) has Fffoved to be very pOpar especialty to older people but also a range of dlS from drfferenl background5 who live ¥1 the der area. All negJiThJ tho SFeuaist help and supp(ffiilh PSP, Aitendance kAvance and Carers AJkvKance prov•Je. April= S45 ay=49J Jun•- 337 This year %%ilh funding from Garfd Weston arKI Jcthn )reS Foundalion, we slarted our mOY Advice seryE and in no tirne at all ¥ wwe getling rekn15 from across the Borough as wdl as walk-ins. All of Ihis wvjld Th)t have teen possit4e 7Mthwt amar@ $upprytKe recei1 Nalitinal LLrttery.
South W•st Laneaahlr• Ind•p•nd•nt Communlty Att¥lce Nelww Reglstergd number. Report ofthe trugt•es forthe y•ar ondod 31 D•c•mlw 2022 1111)649 Achl•vem•nts Porfonvn The se¢Md ouartor brcwht us a I81 Ity k6t tsir faltwto CovJ-19 in 2020lone of Ihe rt in LarKashire lo die of COVKI). and in Novemb81 2021 they lost their mother to heahh cOmplutn$ toUght on by Covid. The brothers San arm1 Andrèw wère Ihen left in total shock as the local Cwncil ordered them to v&ate the prcwfy by Boxing Day as although they were bolh born al the property neither of them was'narned, on t rent t)ook so they had to leav•1 They were lold thal tW had No continLty rightsl a$ it had alrèady passed from Father to K4)ther. When were ¢ontacted for help by the lyolh¢rf$ Ihey had alr¢ady endured months ol stre53 and anxietyvith th& thl of eVK1( h8ngng over Ihem. Andrew ihe youngef brother was aulistic and also had Arge(S Syndrome. We knew Ihat all Councils had'di5cretion' to overrule the continuat•)n rulg gUIdar and cotsld not undersiand Y Ihe Ccwjncd taken such a hard stance in not letbng tham stay In what was their family home since birth. At the s¥mg-time we joing(1 the famiV$ campaign r&ach8d out to DPAC (Disabled People Against Cuts} to seek Iheir eXF¢rtso in housNJ matters for disabled peop and Ihey were able to spread the Bro3an5 plh1. nationw¥Je. A pelibon was then started on change.rxg and pretty soon case was in Ihe national press. SWLICAN started represenb.ng them al meet'ngs with ho¢Jsing offKefs raising numerrxts ccernS around AndTv8 disabditi•s asking Ihat his heatth and lbeIng be a main factor their decisK)n makiTVJ. at one point thoy we offered 8 2 flat in a builrfing that djdn't allow dcy! Meanirvj that there wa5 a PDS5ibilty 1hArFews may have ld to be put down. Thanklully though, and after many meetings antj much soul searchirKJ tr Council finally relented and made a'discrelionarf derision. which was one ofthe first things we F¥Jinted rArt to them they could do. to allcw Sean ar Andrew take over the rent bcok and keep their famity home. We were so proLvJ to have been a part ol the Bfogan famills campaign. esFecialty given such a po$itivg outo)me. Moving through the summer monlh$ $tdl s• th¢ nLMnbers increasing on prevtrJus years and found th? kKal CAB office sb"Il ¢l¢)sed meaning mor and more agencies ferrIrVj to U5. In effect the CAB has been rknsed nt• lockdo5 and our staff and volunleers have been arnazirs, always l¢y)king at different or betterways lor us to work and support dients. Never compLainitYJ and ahvays making svre Servi users get the besl swwce possible. We were also able lo re4tart our IK)me-ViSit Servi lo dients wl We severety disaNe11 or wsre otherwtse House-bound, we have been pleased to help sUprt the k)cal Age UK vh supwts older peowe leavitYJ hospital carè.
South Wesl Lancashlrn Ind•p•ndent Communty knic• Network Reglstered number. R•port of th• trust•gs for the year •ndgd 31 De¢embor 2022 1110649 A¢hiwem•nts and Performance J=347 Augus1= 385 September= 332 Then on the 25° August 22 the SWLICAN re rocked by some devaststing news, Karen Defflpsey one of lead advise was killed whist having 8 drink th f8mly and fvTend5. She wa5 Mly 55 years old and had given so muth to her kxal communty as well as the Wesl Lancashire c(Mnmunrty. We Te so sFKKked and saddened by this news we paused for a days lo lake it all trn as Karen wa$ such a bubbly vibrant tharacter and everne loved her. She will be so missed by us all. RIP Karen x We struggled throuth to the end of the ar. the hjss of Kar weighed heavy on everyLYte involved wilh SWLICAN. client numbers slarted high in January and stsyed that way lo the end of the year. Our accomplishments over this atvj the other Iwo years have been amazing. Both Sarah's and the rest of the Lottery Team have been so supportive during this time. Due to all our gtJ)d work throughtyJl the parMleM, we have been made the main referrer in our area for the Smallwcr#J Tnjst. They are charity that only supports rnen in overcorning fnanci serity and improving their social and emolJna e11n9. We have also been chosen by SELNET as a main refefrer for their 'Under one roof project which supp)rts families and indiwduals in real need of hIte 9)c¥J's' or trwsehold furniture. As you will see above the client numbers arg very concerning as we move in to 2023 with everything that has happened so for in the energy and financial sector5. SWLICAN will be there a5 V•E have been for the last 20 years plus. Supporting our ccwnmunity, Ing there for anyone that needs us and fhting on their behalf lo mthe sure they get the best qualty of lrfe and *4be1ng p)ssIte. October= 367 Novgmber- 386 December- 297 Total No of Clients across AIMS Project 2022 * 4801 Total Amount of monies recovered for Cliènts acn>ss tho AIMS Project= £1.6 Mllllon
South Wosl Lan¢ashir• Ind•nd•n1 Community Ad¥ic• N•tWOTk Reglslered number. 1110649 R•port olth• trusta•s for th• y•ar ènd 310g¢•nkn 2022 Statement of Trustees Regponslbillties Charity law rewires the i>)ard to prepare ac(wts for each finanryol yoar whlch glv• a true and fair view of the state of affars of the charity at the end of the ffinancial year. It must also document operations are at a suwus or defiat for the ypar. In preparing the accounts th• t#)ard is rwuired to.. - s•lect suitable accounting pjlictes and aFWy them Clsty - make judgements and estimates that are reasonabty prudent - prepare the accounts on an ow)iro eoncem basis unless it be¢om¢s inappropriate to assum8 carity will ¢ontinL to coer8 . slate whethw opplicable accwnthrnj slKlarts •KI best pr•(ai¢o have be followed The trustees ar8 responsible for maintainlrvJ pyoperaccounting records which disclosè vthti reasonatAe accuracy rf0rn)anCe and th• current financial p0sOn at any 9ivèn timè. Th• trusteès also ar resFthsiW for ènsuring Ihat •trUnts o)mpty with ¢uffent ¢hanlies legislation. regulali(xts and the of deed. The lrnstees are reSps1tAe for Safeguarding the assets ofthe charity hence for taking 5tep5 for the prevent)n detectKffj ol fraud aThJ ofvr irregularitie5. This rnport was approved by the boarf on: on behalf of Ihe trustees. Name.. Position= 16 I qlu>CJ
Independenl examinevs report to the twstees of South West Lancashire Independent Comrnunily Advice Network I report on the accounts of South West Lancashife Indeperbdeni Community Advice Ner for the year endin9 31 December 2022. whh are set out on the folknwing pages. Respective responsibilities ol trustees and examiner The Iruslees are responsible for the preparation of the accounts. The trustees corssider Ihal an audit is not required for this year under seclhon 144121 of the charit Acl 2011 (the 2011 Acll and that an independent examinatK>n is needed. Having sabsfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my resFonsibility lo.. -examine Ihe accounts under 5&tson 145 of the 2011 Act.. loljow the wowlures laid down in the general DirKtions given by the Charity Commission under section 1451511bl of the 2011 Act" and stale whelhei particuL3r matters have come to my attention. Basis of independent examinerfs report My exarninatDn was carried out in accordance with the general direciion5 given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and mparison of the accounts presented with those records. 11 also Includes consideration of any unusual items or disclosures in the accounls. and seeking explanations from you as trustees concerning any such matters. The prre$ undertaken do not provide all the evidence that would be required in all audit and consequenUy no opinion is given as lo whether Ihe accounts present a 'Irue and fair view. and the port is limited to those matters set out In the statement below. Independent examinefs statement In ¢onneclion with my examinatn. no matter has come lo my attenlion.. {11 whieh gives me reasonable cause to believe tt)al in any material respect Ihe requirements." lo keep accounting records in accordance with section 386 of the Companies Act 20C6". and to prepare accounls which accofd with the accouniing recofds. comply with the acccuntsng requirements of section 396 of the Companies Act 20C6 and with the methods and principles of the Statement of Recommended Practice.. Accounty"ng and Reporting by Charitie5 have not been met", or {21 to which, in my opinion, atlenlion should be drawn in order to enable a proper understanding of the accounts lo be leached. Name". Helen J Guest ACMA, CGMA Address". 482 Liverpool Road. Airssdale, Southwi, PR8 3BB Oale 15 September 2023
South Wost Lancashir• Indepondent Comfflunlty Advice Networft Statement of Financlal Act5vllles for th• y•ar •ndlng 31 D•c*mb•r 2022 Not•s Unrogtrlcted Fund 2021 YO Funth Total Fund$ Fund DMation$ and Legacies Charltlabl? ktivits•s Advice 19.89) 20.190 96.883 96,883 116.773 117.073 111.986 112,784 ExpendKur¢ On Charitl4bh PAlvttl•s Advice 29.927 81.664 111,591 108,102 N•t Incom•llExp•ndltur•l 19,737) 15.219 5.482 4.662 Transf•rs B•tw•8n FuThls (13,0591 13.059 Net Mov¢mont In Funds (22.7961 28.278 4.682 Reconciliation of Funds Total Funds Brwht Fcfw¥d 46.821 42.139 Tolal FUlS Carried 22.796 52,303 46.821
South West Lancashlre Independent Community Adv1¢¢ Network ' Reg151ered number: 110649 04617964 Balance Sheet As at 31 December 2022 Notès Unrestrietad Fund Restrlct•d Fund 2022 Total Fund 2021 Total Fund Flxed As$ets Tangle As5e15 2.4CKI 3,467 Current As•ets DebtOTS Cash ¥t Thg Bank and In hynd 3.191 42,544 45.735 53.754 $3,754 53,754 53.754 Cr¢dito Amounts Falllng Due Within Year (3.8511 (3,8511 {2,3811 Nèt Current Assets 49.gJ3 49,903 43,354 Total Assets Less Current Liabilitses 52,303 52,303 46.621 Not Ass•ts 52.303 Funds Unrestrthd Funds Re51ricted Funds Total Furtd5 52,303 46.821 52,303 46.821 The charitable cornpany is entitled to exemption audit under $477 of the compan Act 2C(J6 fof the year ended 31st De¢¢mber 2022. The members have not required the company to obtain an al11 of ib financial slatements lor the year ended 31st December 2022 in accordance S476 of the Cunpanbe5 Act 2006. The trustees acknOedge their rèsponsibilities for. 81 Ensuring that the charitsble cownpany keeps acCjntir1j reccffds theta COaYw1th seclions 386 and 387 of the Companies Acl 2006 and bl Preparing financial statements ¥thich grve a true and fair view of the stat of affairs of ihe charitable tffiipany as al the end of each finanaal year and of rts SUTplus and defiat for each financial year In accordancè ¥wth rèquiremerts of sectiws 394 and 395 and vthich otherwise compty wth the requirements of the Companies Act 2006 r*lab"ng to finan¢ial slatsm&nts. $0 far as applicablè to the ¢haritsble company. Mr Paul Mcconndl Diredor
South W•sl Lancashlr• Ind•p•nd•nt Communlty Ad¥iG• Il•two Not¢s to thè Acetsunts The fffjarKkil stalgm•nts of th• ¢h•ilth ¢4ynparry. lty L)J8r FRS 102. They have been k¥epwed in %%•lh ts Chllrtes SORP IFRS1021 'Nantj and RwbrvJ By Charities), Slot•menl ofRocwmwthd PrJtc• applcatrJ•to thariiS WtprvJ theK 8fX>)unls in actordanc• ilh the Finanoal Refft'ng si&nd8rd appk•tdt ir% tho UK d Rvb1 ol Irdwd IFRS10218ffeciNe 1 January 2019 Ihe CornpwY•s PKI 20C6. Th8 f¥wrKial staments have been wep¥ed und8r his1or Al irK4mO r8cc8W chorrfy has ernent lo ts fixwJ& 11 15 wca)0 thai it ro¢wod arn1 maasured rdiabty. Expon&Yiurn Liabibi are rwrri8ed aB SO as thero is a rAyMirfiNJ lh• charity tc+ th8t exF4ndthJre xcounted fw bytho ba515. Grants ollered sut48Ct ID ¢)JTrlrfknn5 Iwvo not boBn r1 as * Ihtr yo¥ ar• rthd a$ rlureS 8 FI9S Equiwnwt 33% th.ghl Ine T•xatlon Fund Accountlng tho truste. R8slrttns ariso tten by Ihe tsn fiths ara forpartk#Jkr r8StrKlJ purF4)58& Further exFlanatin o1th8 nabjre aThl ofeac* fuThJ i8 indjad in lh8 nota5 to thefjnanaal Support Costs 2021 Grants 116.n3 111.986 Gr8nts recefved Ind19 8va Lottery Garfield West Ncfthem Tfains Peter L8lham Charty CVS Covhl Grant Covlj 19Grant CVS. Debt Manager FundlrvJ JohTh Mctrf88 FunthryJ DebtA0Or 82.152 10.0 10.iK 871 9.IXIO 9.963 We4 Lancs
South W•st LancashlY• In•nd•nt Cunmunlty Ad¥k• Il•two Not•s to th• Aeeounts 111.986 ¢hartdabl• AdlvlUe• C¥)•ts Supp¢>rt Costs Total C06ts 110391 111.591 Support Gusts Gov•rnanGq £1.2 Net Incom(Expent> 2021 1,562 T1•$ R•num•rt110n •nd 88n•fft the yardl 31 DÈ(mber 2021. UThr•strlct•d Rostrlclod Tolal Fuftd Fund Tncomo and EndoTMnts Ffom Donations and Legac Charttlablo £tlv c8 19.834 3).632 92,152 ¥2,152 111,986 112,784 7.131 1,#71 108,102 Net Incthn8llEw¢turo1 13,*1 18.8191 Total Funts BrwJht Fcmrd 6.685 42.139 Tvtd Fwth Carrie¢J F¢Th•d 2,134 46,821 Tonglblo flxod as8•1• Flttwigs E4uym•nt Cost At l January 2022 Additions &ju5 on revaluat Disp05a At 31 Decem1 tr22 16J06 12.430 12.430 Depr•clatSon
South W•st Lancashlr¢ Ind•p•nd•nt CryThmvnityAd¥i¢t Il¢tworft Not•s to the AOUnts AI 1 J8IW8ry 20 Charge T PwrAJ Swplus on r•valuati(xi c disF(d8 Al 31 Cember2022 15.709 119 25.269 1.067 15.828 10.5Q8 26.336 N•t book val At 31 Dec8rnber 2022 At 3108cember %)21 478 597 1,922 2.870 2,400 3,467 9 Delkn 1022 2.021 Olhw detknrs 3.191 3.191 10 ¢r•dlkrn: amoun1• Nllno TvMNn a)fi• >•ar 2.021 Twtifm 8nd $¢wry9)slS Oth8ru8dilcrfs 1.996 2.381 2.381 3.851 11 htohwnent kn Funds Net TrJnsf•r 01.0122 31.12.22 UM•¥lr4thd FuThl¥ G•ner4 FurK 46.821 19,737) 113,0591 24,025 R•strJti•d Fund• R8slrfd8d 15219 5.482 13.059 28.278 52.303 46.82t Nei ement ITr fvnts i& as I8.. Incornlng ft••our¢•s Exp•Trd•d In Fur Unrgstrlrl•d Fund Gontrnl Fur 20.19) 29,927 19,7371 A•strletsd Funds . 96,883 117.073 81.664 15.219 5,482 Cornparatl4 For knm•nl In Fwids 31.fZ21 LknTrslrfctsd FWMIS Genwal Fj 35.454 13.1 12.1341 46.821 Restrlded Fun Resth"cted 8.819 4.682 42.139 Net Trvement in fun¢ts Ls as frkn..
South W•st Lancashlr• In(•nd•nt CommunrtyAd¥ie• N•t0( Nd¢$ to thè Ateounts Incomlng Resourc•$ Mo¥ernont Rt•ourc• ExpÈndÈd In Fund6 UDrn•trf¢td Fund• Genw81 Fund (7.1311 13.501 R•strfthd Funds Reslrthd 1W,971 108.102 8.819 4.682 112,784
South West Lancashir• In•ndnt Communlty Ad¥6ce Network Dotallod Statoment ol FknanGlal Athttl8s For Th• Year End•d 31 Docgrnbgr 2022 2021 INCOME AND ENOOWMENTS Donations and 10gaci•s Donations Charltabl• Activiti•s Grants Total Incomlng Activltl•8 300 798 116,773 117,073 111.986 112.784 EXPENDITURE Charftsble Adivllles Wages Rent Insurance Telephone Sundries Volunleer Expenses Office Expenses Repairs and Renewals Recrnitrnent Training Subscriptions Travel Costs Consultancy and Advice Fixiures & Fittings Computer Equipmenl Grants to IrKlividua Cost of Living Grants Advertising & Marketing 76.347 10. 1.397 1.911 872 2.970 1.736 68.694 8,500 633 1,180 2.695 1.670 4.025 948 1.053 2.136 1.493 1,486 1.335 5.248 1.440 122 11.850 1(Kl 4,705 2.277 110,391 107.452 Support Costs Govemance Costs Accountancy Fees 650 Total Resources Expended 111,591 108.102 N•t InGom• 4,682