## Annual Report 2021 - 2022
**Home-Start Birmingham South is a company Limited by guarantee.**
**Registered in England and Wales no. 5746423 Registered Office: Hampstead House, Condover Rd, West Heath, Birmingham B31 3QY Registered charity no 1114872**
Home-Start UK is an organisation where volunteers train to come alongside families with young children. We give practical and emotional support to these families.
Birmingham Forward Steps is contracted by Birmingham City Council to provide services across the City to children & families. Despite the disruptions of the pandemic we have been able to achieve our target of supporting families in our area of South Birmingham during this year.
In addition to this service we have a weekly Family Group where parents, who don’t wish to receive home visiting support, can bring their children for structured play activities and general support from each other and our specialist family workers.
This was a challenging year financially as Children In Need were not able to continue their funding. We are incredibly grateful for their contribution over 15 years, but recognise the increasing demands on their resources. A generous personal gift and support from HSUK enabled us to continue but it was an unsettling time for our staff and families, making forward planning very difficult.
Fundraising has been even more important this year as our basic funding is not enough to cover rising costs. At the end of this year we secured a National Lottery grant for 3 years for the family group, which provides security to continue.
It has been most encouraging that individuals and local grant giving agencies recognise the importance of our work.
Our thanks are due to our volunteers who visit families at home and those who help at our family group and to our trustees. Our staff have had to adapt to different patterns of work in a demanding year which has enabled us to continue this vital work.
Kate Routley Chair of Trustees
## **Grants and donations were received from:**
**Home-Start UK Baron Davenports Mr and Mrs Garrod The Cole Charitable Trust Eveson Trust Garfield Weston Sir John Middlemore Garrod Family Trust**
**Mr and Mrs Osborn We are all making a Difference Birmingham City Mission Easyfundraising Heart of England Pears Foundation Credit Centre UK Infosys and Neighbourhood Development Support Unit**
**We are extremely grateful for any grants and donations received, it helps us to continue providing the much needed intervention and support to the vulnerable and disadvantaged families who we work with.**
## **- Home Start Birmingham South Figures**
||**Volunteers**|**Volunteers**||
|---|---|---|---|
|**Volunteers as at**
**1.4.21**|**Total newly trained in**
**year**|**Leavers**|**Total Volunteers at**
**31.3.22**|
|**26**|**7**|**16**|**17**|
|**Children and Families Supported in the Home**|**Children and Families Supported in the Home**|
|---|---|
|**Nº of Families**|**Nº of Children Supported**|
|**82**|**236**|
|**Children and Families Supported by Group Work**|**Children and Families Supported by Group Work**|
|---|---|
|**Nº of Families**|**Nº of Children Supported**|
|**27**|**46**|
## **GOLDEN MOMENTS**
“Thank you for having us at Family Group, we really enjoyed the group and all the activities and support you offer”.
“My volunteer is just amazing, she has helped me through so much and I couldn’t have got through this bad time without her support. “Thank you to everyone at Home-Start you are all amazing”.
Parent was thankful and said “how lovely the volunteer was, she has helped us so much”. Parent went on to say “what a lovely organisation Home-Start is and how much we do for families”
“I just wanted you to know that I’m thankful and grateful for all that you do, and that’s goes for you all”.
At the end of the visit parent said “this is the best day I’ve had in ages, just talking about everything and not just my course and the children”.
“The volunteer has helped with my confidence so much, I now go to the group on my own and the children really look forward to it.
## **Management Committee**
Kate Routley – Chair of Trustees
Vivienne Miller – Vice Chair & Company Secretary
Tony Guest – Treasurer
Sandra Walton – Trustee
Chris Pascal – Trustee
Randal Brew – Trustee
Graham Routley - Trustee Debbie Clancy – Advisor
## **Staff Team**
Joanne Taylor - Manager
Sonia Barrett-Hawkins – Family and Volunteer Co-ordinator
Sarah McDowall – Family and Volunteer Co-ordinator
Michelle Gauntlett – Family Group Co-ordinator
Justine Cull – Family Group Assistant
Dawn Pulford – Admin Assistant
## **Volunteers**
Pauline Allbutt, Anne Marie Henry, Geradline Quinn, Lisa Strawford, Stacey Nolan, Theresa Wieczerak, Justine Cull, Sarah Jane Jones, Helgard Mills Claire McGurin, Rachel McGurin, Martin Boote , Elizabeth Hesketh, Clare Walker, Ian Forrest, Gemma Vanstone, Clare Taylor, Amanda Bond, Cheryl Phillips, Shelley Fulford, Cristina Muresan, Kirsty McAulay, Fiona Doherty, Kerry Brunn, Melissa Afuye, Amelia Clarke, Yvonne Barker, Claire Lovell, Kara Pike, Kristina Phelps
**Our Volunteers gave their valuable time to support families in achieving their goals. We cannot thank them enough for their hard work & commitment.**
## During 2021-2022
We helped improve the lives of 282 children with access to family group or through home visiting support.
Home-start Birmingham South
( A Charitable Company limited by guarantee)
Year ended 31st March 2022
Company Number
5746423
Charity Number
1114872
Home-start Birmingham South
Financial statements
Year ended 31st March 2022
Pag¢ I
Charity Inforn)ation
Page 2-3
Report of the Trustees
Page 4
Independent EXamineS Report
Pagc 5
Statcmcnt of Financial Activitics
Page 6
Balance Sheet
Pages 7-11
Notes to Accounts
Home-start Birmingham South
CHARITY INFORMA TION
Directors
Randal Brew
Anthony Guest
Vivieniie Miller
Christine Pascal
Graham Routley
Katc Routlcy
Sandra Walto
Treasurer
Vice Chair & Company Secretary
Chair
Charity Number
1114872
Company Number
5746423
Registered Office
Hampstead House
Condover Rd
West Heath
Birmingham
West Midlands
B313QY
page I
Home-start Birmingham South
Trustee's Annual report for Year ended 31 March 2022
The directors who are also trustees of the charity present their accounts for the year ended 31 March 2022
Directors
The directors as named on page I have served either throughout or during the year.
Directors are selected from known relevant networks considering the balance of skills and representation
required.
Constitution, object and policies
Thc organisation is a charitabl¢ cotnpally limit¢d by ¥uarantc¢, incorporat¢d in March ?006, Th¢ company
'as established under a Memorandum of Association which established the objects and powers of the
charitable compaii)w and is governed under its Articles of Association.
In planning the charity's actiiwities for the year the trustees kept in mind the Charit), Commission
guidance on public benefit at their meetings
Thc objccts of th¢ charity arc:
To safeguard, protect and preserve the good health, both physical and mental of children and parents
To preveiit cruelty or malir¢arm¢nt of ¢hildren
To reli¢v¢ si¢knes8, poverty and need amongst children and parentq of Children
To promole the education of the public in better standards of childcare
Although an independent scheme, Home Start Bim)ingham South is affiliated to Home SLqrt U.K.
The senior organiser is responsible for the day to day operational tnanagement of the charity
The Charity is grateful, to the number of volunteers who assist and without whom the charity would not
exist.
Development, #etii'ities and #chievemelltS this year.
The charity continues to maintain its core services
For completion the statistics reported are for the whole year.
Families & Children:
Referral sources:
Number of families receiving support: 82
Famil}. Supporr Workers.. 37
Number of children supported.. 236
Health Visitors.. 19
Number of children under 5.. 146
Mental Health Service.. I
Number of childreii 5+.. 90
Other Home-Start5'. 2
Nuinber of fainilies receiving family ¥roup only support.. 22
Social Workers.. 8
(Families receiving both Faniily Group and Volunteer Support.. 21) Doctor/Midwife'. I
Number ol'children iyith a child protectiot) plan.. 10
Perinatal,. I
Number of children iviih a child ii) i)eed plan-. 22
Other-. 13
Number of children with an Early Help Plan.. J I
Number of children with a disability.. 15
Parents with a disability.. 2
Number of lone parents: 51
Volunteers
Total of newly Irained volunteers.. 7
Number of volunteers h0 have left the scheme.. 16
page 2
Home-start Birmingham South
Trustee's Annual report for Year ended 31 March 2022
Financial Review
The Statement of Financial activities shoivs an incotlle of £128,452 (2021 £139,019) and expenditure of
£105,892 (2021 £139.?17) resulting in a surplus of £?2.560 (20? I deficit £198)
Resetves Poli¢y
The trustee board consider it prudent to retain unrestricted funds equivalent to a minimum of 3 months ¢ore
operating expenditure to cover potential short term changes in fiinding and winding lip costs as necessary
At 31 March 2022 the reserves are within this target.
Statement of directors responsibilities
The directors are required under Company Laiv to prepare financial statements
for eacli financial year which give a truc and fair view of the statc of affairs of the cotnpany
and of its r¢sults for that period. In pr¢paring thosc financial stat¢m¢nts the trustc¢s arc r¢quir¢d to..
(a) select suitable accountiiig policies and apply thcni consist¢ntl}'
(b) mak¢ judgments and ¢stiiMates that ar¢ r¢asoiiabl¢ and prudent
{¢) prepare tlie financial statements on an on going concern basis unless il is inappropriate
to assume thal the coinpany will ¢onlinu¢ in business.
The directors are responsible for the keeping of proper accounting records which disclose
with reasonable accuracy at any time the financial position of the charity. They are also
responsible for the safeguarding of the assets of the company and hence for taking reasonable
steps for the preveiitioii and detectioii of fraud and other irregularities.
Approval
Home-start Birtninghatll South
By order of the Board of Truste&s
Kal¢ Routley
Director & Trustee
14 November ?022
page 3
Hon)e-Start Birmingham South
Year ended 31st March 2022
IM)F.PF,NDF.NT EXAMINFR'S RF.POR T TO THE TRUSTF.ES
I report on thc accounts for the year cndcd 31 March 2022 set out on the following pages
Respective responsibilities of trustees and examiner
The trustees (w,ho are also directors of the company for the purposes of company law) are responsible for
the preparation of the accounts. The trustees consider that an audit is not required for this year under
section 144 of the Charities Act 2011 (the Charities Act} and that an independent examination is needed.
Having satisfied myself that the ¢harity is not subject to audit under Company law and is eligible tor
independent e.xamination, it is my responsibility to..
(l ) Examine the accounts under section 145 of the Charities Act
(2) To follow the procedures laid doTh'n in the general directions given by the Charity
Commission under section 145 (5) (b) of the Charities Act, and
(3) To state whether particular matters have eome to my attention.
Basis of independent examiners report
My examination was carried out in accordance with the General Directions given by the Charity
Commission. An examination includes a review of the accounting records kepi bv the charity and a
comparison of the accounts presented w'ith those records. It also includes considcration of any unusual
items or disclosures in th¢ accounts and se¢king explanations trom j'ou as trustees Concerning any such
matters. The procedures undertaken do not provide all the evidence that would be required in an audit
and consequently no opinion is given as to whether the accounts present a'true and fair view, and the
repori is limited to those matlers set out in the statement below.
Independent Examiner's Stiitement
In connection iiiih MJ examination, no matter has come lo my atlention..
(a) ,hICh gives me reasonable cause to believe that in any material respect the requirements
(i) to keep accounting records in accordance '1th section 130 of the Charities Act- and
(li) to prepare accounts which accord with the accounting records and to comply with thc
accounting requirements of the Charities Act
have not been met: or
(b) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the
accounts lo be reached.
Angela Weise-Bent, FCCA
Chartered Ccrtificd ALcountant
AB Accounting and Taxation Services Limited
17 Gleneagles Drive
Great Barr
Bimiingham, B43 7RX
Date: 14 November 2022
Page 4
Home-start Birmingham South
STATEMENT OF FINAP4CIAL ACTivrrIES
FOR THE YEAR ETr4DED 31 MARCH 2022
Restricted Unrestricted
Fund5
Funds
Total
Funds
Total
Funds
2021
2022
2022
2022
Not&s
Incoming Re$ourees
Ineoming resourees from generating funds
Voluntary Income
Activities for gcnerating funds
Bank Interest receii'able
886
122
886
122
560
68
Incoming resources from charitable activities
19,726
107.715
127,441
138,389
Total Incoming resources
19,726
108.726
128,452
139,019
Resources Expended
Costs of generating funds:
Charitable Aetivities
22,579
83,143
105,722
139,067
Governance Costs
170
170
150
To¢al expenditure
22,579
83,313
105,892
139,217
Nel movement in funds for the year
{?,853)
25,413
22,560
(198)
Total funds brought fornard
5,499
23,648
29,147
29,345
Transfer between funds
339
339
Total funds carried forTrvard
49,400
51.707
There were no recognised gains or losses for 2022 or 2021 other than those included in the Financial Activities
The turnover and deficit are derived trom continuing operations
This Statement of Financial Activities incorporates the same intormation required for an Income and
Expenditure account under the Companies Acts
page 5
Home-start Birmingham South
BALANCE SHEET AS AT 31 MARCH 2022
Note
2022
2021
Fixed Assets
Tangibl¢ Assets for use by the Company
Current Assets
Debtors
Cash at bank and in hand
Total
173
55,712
55,885
72,994
73,233
Creditors . amounts falling due within one year
4.178
7,952
Net Current Assets
51,707
65,281
Creditors . amounis falling due after one year
36,134
Net Assets
Represented by
Funds
Restricted Funds
Unrestricted Funds
51,707
29,147
io
2,307
49,400
5,499
23,648
Total
51,707
29,147
For the year ended 31 March 2022 the companj was entitled to exenipiion from audit under
section 477 of the Companies Aci 2006 relating to the small companies regime.
Director's responsibilities-
The mernbers have not required the company to obtain an audit of its accounts for the year in
question in accordance with section 476,
The direetors acknowledge their responsibilities for coinplyiiig with the reqiiirements of the A¢t
with respect to accounting records and the preparation of accounts
These accounts have been prepared in accordance with the provisions applicable to companies
subject to the small companies regime.
Signed and approved on the behalf of the Board on 14 November 2022
(L&-LLoof
A Gllest
Hon Treasurer and Trustee
page 6
Home-start Birmingham South
Notes to the aeeounts
Year ended 31st March 2022
l. Accounting Policies
{a} Basis of Aeeounts Prepanition
The fii)ancial statetllei)ts are prepared under the Historic Cost Convention and in accordance with
Accounting and Reporting by Charities
Statement ot Recommended Practice (SORP 2005) and
Accounting Standards and the Charities Act 1993
{b} Incoming Resources
Recognition of incomin2 resources
Th¢s¢ are included in the Sial¢m¢nt of Finan¢ial Activities (SOFA) when..
the Charity be¢i)mes enliiled ti) the resources.
the Iruslees ar¢ virtually certain Ih¢y will r¢ceive the r¢sour¢es; and
the monetary valu¢ ¢an b¢ m¢asured with sufficieni reliability.
Incoming resources with related expenditure
Wherc incoming resources have rclatcd cxpeiiditure {as ivith fundraising or contract income) the
incoming resources and related expenditure are reported gross in the SOFA.
Grants #nd donations
Grants and donations are only included in the SOFA when the charity has unconditional entitlement to
the resources.
Contractual income and performanee reliited grants
This is only illcludcd in thc SOFA onc¢ the rclat¢d goods or scrviccs hai'c bc¢n dclivercd.
Investment in¢ome
This is included in the accounts when receivable.
(c) Expenditure and Liabililies
Liability recognition
Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity
t() pay out resour¢¢s.
Governance costs
Include costs of the preparation and ¢xaminalion of slatulory a¢¢ounls, the Costs of Irusle¢ meetings
and Cost of any legal advice to trustees on governance or Constitutional maiters.
Support Costs
Support ¢osts include ¢entral functions and hav¢ be¢n &llo¢ated to activity cost cat¢gori¢s on a basis
consistent with the use of resour¢es.
page 7
## **Home-Start Birmingham South**
## **Notes to the accounts**
## **Year ended 31st March 2022**
## **(d) Assets**
## **Tangible fixed assets for use by charity**
These are capitalised if they can be used for more than one year, and cost at least £1,000. They are valued at cost.
Office Equipment is depreciated on a 20% written down basis
## **2. Analysis of Incoming Resources**
|**Voluntary Income**
Donations
Gift Aid Tax rebate
**Incoming resources from charitable activities**
**Restricted**
Children in Need
Garrod Family Trust
Homestart UK
Garfield Weston
Birmingham City Council - NDSU
**Unrestricted**
Birmingham Community Healthcare
The Eveson Charitable Trust
Garfield Weston
Credit Centre UK
Baron Davenport's Charity
BVSC
Heart of England Community Trust
St Modwen Properties
The Sir John Middlemore Charitable Trust
The Cole Trust
We Are All Making A Difference
Other donations for less than £1000|**£**
-
-
-
-
5,000
8,902
3,916
1,908
-
-
-
-
-
-
-
-
-
-
-
-
19,726
**Restricted**|**Unrestricted**
**£**
560
326
886
-
-
-
-
-
70,089
15,000
11,084
6,000
1,000
-
-
-
2,000
1,500
1,000
42
107,715
**2022**|**Total**
**£**
560
326|**2021**
**Total**
**£**
560
-|
|---|---|---|---|---|
||||886|560|
||||-
5,000
8,902
3,916
1,908
70,089
15,000
11,084
6,000
1,000
-
-
-
2,000
1,500
1,000
42|20,100
-
-
-
-
-
70,089
15,000
-
7,800
1,000
10,000
12,000
1,250
-
-
1,000
150|
||||127,441|138,389|
page 8
Home-start Birmingham South
Notes lo the accounts
Year ended 31st March 2022
3 Analysis of Resourees Expended
Charitable activities
2022
2021
Direct Cost5
Salaries, National Insurance and Pensions
Premises Rent
Fatnilv Group Travel & Outingsl Provisions etc
Staff and Voluntccrs Exp¢ns¢s
Hom¢start UK L¢N'y
Insurance
Allocated Support costs{ as detailed below)
re3tricted
69,266
5,586
Restricted
16,743
1.170
124
312
178
Total
86.009
6.756
124
1.572
2,502
869
7,890
Total
1 ?7.394
5.590
190
556
2,045
965
2,327
1.260
2,324
869
3,838
4,052
Total
83,143
22,579
105,722
139,067
Support Costs
Telephone & Intetmet
Stationery & Office Supplies
Postsge
Adv¢rtising & PubliLIIy
Office Equipment & Coinputer Expenses
D¢pr¢cialion
Legal & Professional Fees
Sundry Expenses
Training
Bank Charges
1.132
666
142
1.091
369
626
142
40
1,624
1,624
618
85
133
4,000
12
4,085
145
35
32
69
96
96
Total
3,838
4,052
7,890
2,327
2022
2021
4. Governance costs
Statutory accounts preparation and Independent
Exa]Iiination
AGM Expciis¢s
150
20
150
Total
170
150
page 9
Home-start Birmingham South
Notes to the aecounts
Year ended 31st March 2022
5. Staff Costs
2022
2021
Wages & Salaries
Social Security Costs
Pension Costs
Total
88.039
1,875
(3,905
86,009
80,649
1,579
127.394
Th¢ averag¢ monthly numb¢r of employees during Ihe year was as follows..
Management
Field Workers
Adminislraliv¢ Staff
Sessional Workers
6. Tangible fixed assets for use by the Company
2022
2021
Total
Cost as al l April 2021
Additions
Disposals
Cost as at 31 Mar¢h 2022
Depreciation as at l April ?021
Charge for the year
On disposals
Depreeiation as 3it 31 Mareh 2022
Nei Book Value as at 31 March 2022 & 2021
7. Bank and Cash
2022
2021
Pettv Cash
Bank Accounts
109
53
55,712
72,994
page 10
## **Home-Start Birmingham South Notes to the accounts Year ended 31st March 2022**
|**8. Debtors**
Prepayments
HMRC
**9. Liabilities**
**Amounts due within one year**
Accruals
HMRC
Pension
Trade Creditors
**Amounts due after one year**
Pension|**2022**
**£**
173
-
173
**2022**
**£**
321
1,605
464
1,788
4,178
-|**2021**
**£**
155
84|
|---|---|---|
|||239|
|||**2021**
**£**
175
-
7,327
450|
|||7,952|
|||36,134|
## **10. Restricted Fund Movements**
|Children in Need
Garrod Family Trust
Homestart UK
Garfield Weston
Birmingham City Council - NDSU|**Fund**
**Balances**
**Brought**
**Forward**
**1 April 2021**
**£**
5,499
-
-
-
-
5,499|**Incoming**
**Resources**
**£**
-
5,000
8,902
3,916
1,908
19,726|**Transfer**
**£**
339
-
-
-
-
-
339
-|**Outgoing**
**Resources**
**£**
5,499
5,000
8,902
2,314
1,203
22,918|**Fund**
**Balances**
**Carried**
**Forward**
**31 March**
**2022**
**£**
-
-
-
1,602
705|
|---|---|---|---|---|---|
||||||2,307|
page 11