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2025-03-31-accounts

IDCTA Annual Report 2024-25

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Annual Review 2024-2025 Serving our community for thirty two years 1993—2025

IDCTA Annual Report 2024-25

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Ivybridge & District Community Transport Association

Contents

CHAIRMANS REPORT

STAFF AND TRUSTEES

The aim of the charity is to provide transport services for elderly, disabled or isolated people who have difficulty accessing or using public transport. Either because there is none available or because they have physical or mental difficulty using conventional private or public transport.

CO-ORDINATORS REPORT BUS SERVICES REPORT

RING AND RIDE FIGURES

VOLUNTARY CAR SERVICES

TREASURERS REPORT

The service comprises a Ring & Ride (Dial-aRide) Shopping Service and a Voluntary Car Service for appointments to doctors, dentists, hospital and when possible for social & wellbeing visits.

INCOME AND EXPENDITURE ACKNOWLEDGEMENTS

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Our Year in numbers 2024-2025

2076 Bus Passengers

37 Volunteers

1734 Volunteer Car 22,055 Bus Miles Passenger Journeys

16832 Volunteer Car Average Bus Fare Miles Driven £6.45 2110 Volunteer Driver Hours

Total Cost £100,225 Income £118,281

Cost to provide 2675 Volunteer Total Volunteer Car Hours service £18,290

19 Towns & Parishes

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’ - IDCTA CHAIRMAN S REPORT 2024 2025

This is my first report as IDCTA chairman. It has been an interesting year with a few challenges.

The good news is that we broke even with our finances. This was primarily due to the funding Jessica obtained in the 2023/2024 financial year.

Jessica left in March 2024 and we immediately started to look for a replacement. With the reduced funding in real terms that we receive from Devon Count Council, South Hams council and Ivybridge council our financial viability relies on external support. Finding a replacement fundraiser proved difficult and it was not until January 2025 that Carey joined on a part time basis, The funding landscape at the moment is challenging but the good news is that Carey has just obtained £30,000 from the Postcode Lottery which will safeguard our 2025/2026 operations.

Voluntary car journeys are down slightly and we continue to turn away clients because of a lack of available drivers. The number of clients who use the Ring and Ride service has slightly reduced as many potential clients use internet shopping or help from relatives. However we do have a core number of passenger who rely on our assistance and enjoy the camaraderie of these journeys. We have considered cancelling routes, especially in winter when demand goes down but each passenger relies on us. We continued to support the memory café although attendances were very variable.

We have run a number of recruitment campaigns especially to get D1 drivers, however the best advert is by word and mouth from our existing volunteers.

I would like to thank Lauren, Dawn, Tricia, Alex, Steve, Gwen and Bob who are the heart of the organization who are all regularly commended for their service. I must also thank all our volunteers and supporting councilors without whom we would not exist. Finally I thank our trustee committee who have helped guide me through a number of difficult decisions.

My focus next year will be on recruiting more volunteers and clients and deciding if we need to fund raise for a new bus.

Jack Aust

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Staff & Trustees

Ivybridge & District Community Transport Association

Unit 15, The Watermark

Erme Court, Leonards Rd, Ivybridge. Tel. 01752 690444 Devon. E-mail info@ringandride.net PL21 0SZ Web www.ringandride.net

Registered Charity Number 1123577 Registered Company Number 6519453

Honorary Officers & Trustees

Chairman Jack Aust Vice Chair Andrew Bawn Treasurer Alan Hutson

Committee

Mr Andrew Bawn Mr Kevin Bell Dr David Hawkes Mr Jack Aust Mrs Christine Gunning Mr Alan Hutson

Mr John Lassan Mr Clive Mahoney Mr David Simpson Mr Brian Swaddling Mrs Iris Willis

Volunteer Staff

Dawn Laver Volunteer Office Admin Patricia Smith Volunteer Office Admin Jack Aust Volunteer Bus Driver Andrew Bawn Volunteer Bus Driver Christine Gunning Volunteer Bus Driver David Simpson Volunteer Bus Driver Chris Varker Volunteer Bus Driver

Paid Staff

Co-ordinator Assistant Co-ordinator Bus Driver Bus Driver

West Dart Bus Maintenance West Dart Bus Driver West Dart Liaison Office West Dart Liaison Office

Accountants

Pawlyn & Co.

Company Secretary

Alex Thom

Volunteer Staff (Continued)

Andrew Rickard Johnny Moulsdale Claudia Benzies Caroline Charnley Dave Hawkes Peter Gardner Jacqueline Kerslake

Alex Thom Lauren Grindle Stephen Maslen Robert Claassen Gwen Grey Gwen Grey Claudia Benzies Rebecca Rumble

Costly Street Ivybridge

Volunteer Bus Driver

Volunteer Bus Driver (WDB) Volunteer Bus Driver (WDB) Volunteer Bus Driver (WDB) Volunteer Bus Driver (WDB) Volunteer Bus Driver (WDB) Volunteer Bus Driver (WDB)

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Co-ordinators Report 2024-25

After a promising start to the year bus passenger numbers disappointingly reduced again in the latter half.

Last financial year we carried 2076 compared to 2425 last year and 3287 in 2019-20 (4411 in 2014-15). The trend in reduced numbers had been notable before the pandemic but has been hastened dramatically (cf 4236 in 2017-18). During the pandemic years numbers were down to 1358 & 1854 respectively. The trend so far appears after a very modest rise to have plateaued.. Fare income is slightly decreased due to passenger numbers despite fare increases.

The office has been operated Lauren, Dawn and more recently Trish. We are so sad to be losing Dawn from the office ( but thankfully not as a volunteer driver just yet) after 10 years of invaluable help. We welcome Trish to our team as a volunteer administrator. I continue to work remotely to a considerable degree.

I cannot begin to express sufficient appreciation for all the help and support Dawn has given to the organisation over the last decade. The last decade has been extremely challenging for all Community Transport Associations, and whilst Devon County has been much more supportive than most councils, we have seen around 30% of Devon’s C.T.A.’s disappear in the last decade. I do not think it is an exaggeration to say that without Dawn’s unfailing help and support myself and the other office staff would have been unable to dedicate as much time to enabling Ivybridge CTA to keep running, so it is in no small measure thanks to Dawn that we have been able to survive!

Another thanks and farewell must go to David Simpson, having been Coordinator in the past for nearly as long as I have now been, he then continued to support us for a further 13 years as both a volunteer driver and minibus driver, and more recently, committee member, Vice Chair and Chair. His quiet support and guidance will be very much missed.

Excursions have continued to be popular and we have thanks to continued grants been able to offer them at affordable rates.

We raised our Ring & Ride fares again this year (by an average of 3%) to help cover increasing costs and keep up with inflation making our average fare for core journeys £6.46.; this is still below last year’s Devon wide Ring & Ride average of £6.60

The Staffing levels are still a considerable challenge, but we seem to be just coping for the time being thanks to Lauren, Bob & Steve and to the Claudia Gwen and Dave at the West Dart Bus. Thanks too to Dawn & Tricia for help in the office, Jack Aust, Andy Rickard and David Simpson for regular relief driving.

After losing Jessica (who was extremely successful and a great asset) as our fund raiser we are very glad to welcome Carey McKenzie to that role & commend her for her early successes in that role.

The West Dart Bus was on track to break-even last year but the bus is getting elderly for the school contract and we have lost our fall back replacement bus from Totnes & Rural CTA as they have retired it. The cost of running the School contract has increased dramatically over the last two years, considerably more than the annual increase allowed by Devon County Council. Devon County Council have been very

IDCTA Annual Report 2024-25

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supportive of our efforts to keep the West Dart Bus going and have allowed us to re-tender for that contract. I can announce that we have been awarded that contract again at a new rate, which hopefully will enable us to acquire a new bus, keep the old one as a relief bus for not only the West Dart area but the whole of IDCTA and allow the West Dart Bus to remain on a sustainable footing for the foreseeable future, adding assets security and backup busses to the whole organisation. Thanks go to David Hawkes for his help with renegotiating & creating a future plan for that area of our operations. Thanks to to Gwen Grey for all her help keeping the old bus operational. Thanks to Claudia, Dave & the team of volunteer drivers, the WDB has been undertaking more excursions bringing in a steady flow of funds and donations as well as supplying a very real community need where there is no other public transport.

We have become used to the new booking system ‘Optimise’ which is working well so we have retired ‘Tabstrans’ with its somewhat quirky operation. Optimise we have found to be considerably more user friendly.

After introducing a booking fee for volunteer car journeys (to reduce the loss the volunteer car section drew down on the organisation) but are reduced the mileage rate for passengers. This has been reasonably successful & has improved the managing of volunteer driver expenses. Thanks to Alan & Jack for all their efforts designing a cost calculation tool for drivers and training.

As always, finding sufficient volunteer car drivers to fill demand is proving to be a perennial challenge. I note that we are undertaking around half the number of volunteer car journeys now than when I started, but would emphasise that because we have fewer drivers available, placing those journeys now involves more time and work for Lauren, Dawn and Trish than the greater number with more drivers. It really is a considerable undertaking for them.

A special thanks goes to Jack Aust who as Chair this year has taken on far more administrative tasks to alleviate pressure on the office.

Thanks to a new Volunteer Alex Pettett (who does not otherwise appear in this report as he came to us in the subsequent financial year) but has been of great help in compiling this year’s annual report, as well as reorganising our electronic filing.

Financially we seem to be on a stable footing & thanks to Carey we seem to have an optimistic outlook for the coming financial year.

Thanks again especially to Dawn, Trish & Lauren for their tireless efforts in the office (and out), and a fond farewell to Dawn (from the office at least), whatever will we do without you?

Alex Thom (Coordinator)

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Ring & Ride and Community Minibuses The Community Bus

The 8 seat MPV has now has covered nearly 22,200 miles so is averaging under 4,000 miles per year.

The Ring & Ride Buses

The DfT 14 seat minibus has been in full service for 7 years now and is our primary Ring & Ride vehicle being in use almost every week day. It has covered some 70,400 miles, undertaking around 10,000 miles per year. The Renault is starting to exhibit some age related problems so after replacing the Mercedes this must be the next due for replacement unless by any chance we can find grants to replace both together.

The West Dart Bus 16 seats, is now 10 years old (and has covered around 81,600 miles). It carries out a school transport contract as well as Ring & Ride services. The bus is generally in fair condition, but due to its age now requires checks at 6 weekly as opposed to 10 weekly intervals, it is due for replacement in the near future however. DCC have now confirmed we have secured the school contract at a considerable uplift but the bus we used to rely on as a temporary replacement is no-longer available. The plan is therefore to replace our current bus but keep the existing bus as a backup for both West Dart and Ivybridge operations. Devon County Council have expressed considerable support for this. Thanks go to Gwen Grey for sterling work as contract driver and also the role of cleaning and maintenance. Many thanks also to Gwen Grey, Claudia Benzies and David Hawkes for so much help delivering and collecting the bus from maintenance and training requirements.

Passenger numbers have remained stubbornly low for all our services but although they seemed to be gradually increasing in the early part of the year sadly declined in the latter half. Overall passenger numbers were down 14% from than last year. This is still about 48% below the average for the 5 years before Covid.

Excursions have been very popular again. Providing excursions at a reasonable rate whilst remaining cost neutral has always been a challenge but has been enabled by some generous grants and the help of volunteer drivers..

The West Dart Bus continues a Dartmouth service every week and monthly service to Totnes and Newton Abbot as well as monthly trip to Torquay, these have remained Ring & Ride (pre booked) service rather than as Section 22 routes. Annual passenger numbers have increased for the West Dart bus and now resemble those for most of our rural parishes.

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==> picture [484 x 357] intentionally omitted <==

----- Start of picture text -----
BUS JOURNEYS (RING & RIDE) 2024-25 2076
Yealmpton, 41, 2%
Sparkwell, 57, 3%
South Brent, 247, 12%
Ugborough, 201, 10%
Blackawton, 61, 3%
Shaugh Prior, 117, 6%
Brixton, 71, 3%
Cornwood, 40, 2%
Dartington, 47, 2%
Dittisham, 126, 6%
Wembury, 95, 4%
Ivybridge, 973, 47%
----- End of picture text -----

IDCTA Annual Report 2024-25

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==> picture [774 x 431] intentionally omitted <==

----- Start of picture text -----
Ring & Ride Total Passengers
450
400
350
2015-16
300
2016-17
2017-18
250
2018-19
2019-20
200 190 191
183 198 2020-21
173 2021-22
150 157 151 148 128 154 2022-23
2023-24
133 128
2024-25
100
50
0
April May June July August September October November December January February March
Month
Passengers
----- End of picture text -----

IDCTA Annual Report 2024-25

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Ring & Ride Monthly Income & Yearly Average

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1800
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200
0
2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25
YEAR
INCOME (£)
April July October January April July October January April July October January April July October January April July October January April July October January April July October January April July October January April July October January April July October January
----- End of picture text -----*

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Voluntary Car Services

Volunteer car services have continued to be a challenge very ably run now almost entirely by Lauren, Dawn and Trish. We have managed to continue offering a service & both thank and welcome some new drivers to our ranks. . Journeys are slightly reduced from last year. passenger numbers are still significantly below or pre-2019 levels and we have been unable to find available drivers for significantly more requests than in the past.

Below is a table that shows the number of passengers carried from the parishes in our area.

Year Ivybridge Prior Shaugh Cornwood &
Lutton
Sparkwell South Brent Ugborough Yealmpton Noss Newton &
Wembury
Ermington Diptford Brixton Harford Rattery Total
2002-2003 10 8 0 12 0 2 0
5
0 37
2003-2004 81 36 10 60 12 13 30
24
4 270
2004-2005 267 92
126
82 168 36 167 130
372
45 1485
2005-2006 524 129
145
156 151 26 39 190
365
40 1765
2006-2007 803 85
309
85 133 65 121 13
327
12 1953
2007-2008 715 53
333
111 123 139 88 14
437
0 2013
2008-2009 764 38
224
115 54 72 89 9
341
2 1708
2009-2010 1012 58
199
241 31 58 90 4
256
14 11 1974
2010-2011 1092 82
197
251 57 49 153 98
363
35 38 2415
2011-2012 929 66
255
278 53 167 79 8
403
23 15 2276
2012-2013 994 51
189
163 39 167 167 1
358
18 22 2169
2013-2014 1029 91
24
165 34 75 89 0
289
22 20 1838
2014-2015 944 66
36
149 20 57 64 1
232
11 14 1592
2015-2016 737 20
21
190 15 72 47 1
317
6 8 1437
2016-2017 654 15
56
142 12 133 83 0
294
7 21 1417
2017-2018 427 5
40
65 9 102 54 0
243
2 15 962
2018-2019 548 9
57
32 10 64 66 0
188
6 15 995
2019-2020 749 4
58
52 8 50 52 3
178
9 3 1166
2020-2021 206 5
33
24 1 5 38 0
35
3 0
3
353
2021-2022 331 8
25
30 7 13 58 0
49
29 3
6
567
2022-2023 461 12
18
52 2 65 62 5
82
32 0
11
802
2023-2024 521 17
47
110 6 50 38 6
97
13 1
17
933
2024-2025 357 8
99
99 6 66 32 92 11 4 55 15 846

IDCTA Annual Report 2024-25

IDCTA Annual Report 2024-25 P a g e | 12 Total passenger journeys undertaken 1,787/1,734 Total health appointments 1340/1498 2023-4/24-25 (73%/86%) Journeys cancelled 2023-24/24-25 217/256 Total social and domestic/wellbeing 499/236 journeys (27%/14%) Total miles driven in 2023-24/24-25 17,663/16,832 Total volunteer hours used to provide the 1,588/2,110 service 2023-24/24-25

==> picture [402 x 319] intentionally omitted <==

----- Start of picture text -----
2024-25 VOL CAR PASSENGER JOURNEYS BY PARISH
(1734)
Cornwood, 99, 12%
Sparkwell, 99, 12%
Ivybridge, 357, 42%
Ugborough, 65, 8%
Brixton, 4, 0%
Ermington, 11, 1%
Yealmpton, 32, 4%
Wembury, 92, 11%
Harford, 55, 6%
South Brent, 6, 1%
Shaugh Prior, 8, 1%
Rattery, 15, 2% Newton and Noss, 2, 0%
----- End of picture text -----

IDCTA Annual Report 2024-25

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Vol Car
Passenger
Journeys

Mileage
Av
Miles
per
Journey
Ring &
Ride
Journeys
2012-13 3663
2013-14 2710
30805
11.37 3630
2014-15 2919
31739
10.87 4411
2015-16 2532
29265
11.56 4063
2016-17 2595
25813
9.95 3955
2017-18 1775
16833
9.48 4394
2018-19 1908
15773
8.27 4145
2019-20 2180
20078
9.21 3284
2020-21 708
6677
9.43 1358
2021-22 1103
10660
9.66 1874
2022-23 1558
16582
10.64 2247
2023-24 1787
17663
9.88 2425
2024-25 1734
16832
9.71 2076

Treasurers Report Year up to end March 2025

Bank Statements

Bank Statements Treasurers Repo
Accounts 31 March 2024 31 March 2025
Lloyds account £29,249 £46,004
M & G £83,616 £86,893
Petty Cash £96 £51
Square £0 £0
Zettle £25 £25
Soldo £441 £178
Totals £113,427 £133,151
Fixed Assets £22,074 £15,706
Total Assets £131,780

IDCTA Annual Report 2024-25

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Treasurers Report Year up to end March 2025

At the time of writing this report I am awaiting the finalised set of accounts from our Accountant. My report is based on figures extracted from our accounts package for the year 1[st] April 2024 to 31[st] March 2025.

Our income was around 3% below of our budget figure. This was largely as a result of lower-than-expected fare income. Our passenger numbers on the buses have not returned to the levels we were experiencing in pre-Covid years. Despite loosing our fundraiser early in the year, the bids she made on our behalf only fell 16% short of the budget fundraising figure we had allocated. Our investments brought us in more than anticipated, balancing the reduced income from other sources.

This year we introduced a booking fee for our Volunteer Car Service to make a contribution towards the cost of administering the scheme. This seems to be working well and is now reducing the overall cost of operating this service and making a contribution to our income. The mileage costs charged reimburse the drivers for the use of their vehicle.

Our cost of Sales, vehicle and staff costs, was around 10% less than budgeted and our expenses were 37% lower than budgeted.

Overall, this year our income exceeded costs by £14,771 although the accountant will reduce this figure once he takes depreciation of our assets such as vehicles into account. This will reduce the retained earnings figure for next year to around £7,000

We now have a new fundraiser working for us and she is already making successful bids on our behalf and is working towards the £30k figure we need to raise each and every year to make up the shortfall in income from other sources.

I would thank all of our staff and volunteers for their hard work this year.

Alan Hutson (Hon Treasurer)

IDCTA Annual Report 2024-25

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Income & Expenditure Summary

Income

2024 - 25

Expenditure

Grants - Devon CC
Grants - Other Councils & HM Govt
Grants & Donations
Other
Devon County Council Contracts
Fares & Private Hire
Fuel Duty reclaimed
Deposit Interest & Gain on Investment
Total Income
Balance Sheet
Fixed Assets
Current Assets
Debtors & Prepayments
Bank Deposit Account
Bank Current Account& Cash in Hand
Creditors, Accruals, Society Security & Other
Taxes
Net Current Assets
Total Assets
£28,220
Scheme Costs
£10,860
Wages, tax & Nat Insurance
£28,611
Office rent & Services
£12
Consultancy & Advertising
Accountants & Payroll & Computer Services fees
Telephones
£24,180
Insurances
£15,109
Stationary & Postage
£2,519
Sundry expenses
Travel expenses
£8,770
Vol Car Driver expenses
Depreciation
£118,281
Total Expenditure
2023/24
£22,074
£3,019
£83,616
£30,073
£116,708
£7,002
£109,706
£131,780
£24,726
£62,547
£3,554
£2,762
£2,070
£1,474
£662
£241
£1,147
£1,042
£0
£6,368
£106,593

2024/25
£15,706
£2,732
£87,189
£46,282
£136,203
£8,441
£127,762
£143,468

Please note that this is a summary of the years Income & Expenditure - A full set of authorised accounts are available upon request

IDCTA Annual Report 2024-25

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Acknowledgements

We would like to acknowledge the following for their support during the year

Voluntary Car and Bus Drivers

2024-25

Peter Michael Allen Plympton Jacqueline Kerslake Totnes
Robin Andrews Ivybridge John Lassan Ivybridge
Jack Arthur Aust Ivybridge Susan Lassan Ivybridge
Sue Aust Ivybridge Dawn Laver Plymouth
Tracy Barlow Lee Mill Frances MacGregor Ivybridge
Andrew Bawn Lutton Stephen Maslen Ivybridge
Kevin William Bell Ivybridge Alison Moffatt Ivybridge
Claudia Benzies Blackawton Teresa Morgan Ivybridge
Martin Burfield South Brent Johnny Moulsdale Dartmouth
Caroline Charnley Dittisham Sarah Owen Cornwood
Robert Claassen Ivybridge Andrew Stephen Rickard Plymouth
Preston De Mendonca Cornwood David Simpson Ivybridge
Sue Flower Ivybridge Peter Stradling South Brent
Peter Gardner Dartmouth Judith Tasker Ivybridge
Sunirmal Gosh Ivybridge Alex Thom Chillington
Gwendolyn Lindsey Bridget Grey Dartmouth Sophia Tolfree Totnes
Christine Gunning Ivybridge Christopher Varker Ivybridge
Geoffrey Gunning Ivybridge Iris Willis Sparkwell
David Hawkes Dittisham

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Contributions to Funding 2024-2025 From:

South Hams District Council Southern Area Car Forum (NDVS)
Devon County Council Yonge Foundation
Ivybridge TC Waterside House
Brixton PC J Aust
Cornwood PC S Barker
Sparkwell PC C Dale
Ugborough PC M Froom
Yealmpton PC S Gosh
Allen Lane Foundation L Grindle
Clare Milne Trust C Gunning
Foyle Foundation G Gunning
Hendy Foundation R Ingram
Leonard Laity-Stoate Charitable Trust M James
Linnet Trust M Kidd
Livewell Foundation D Laver
Maudlyn Trust C Martell
National Lottery J Oatley
Norman Family Charitable Trust A Smith
SeaMoor Lotto M White
South Brent Feoffee

A very special thanks to all the passengers who have made various donations throughout the year to the Association.

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