2023-07-31-accounts

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Schools @¥%Q North East >at

A company limited by guarantee

Annual Report and Financial Statements

For the year ended 31 July 2023

Charity number 1129594 Company number 06450637

The Trustees are pleased to present their annual Directors’ report together with financial statements of the charity for the year ended 31 July 2023, which are also prepared to meet the requirements for a Directors’ report and accounts for Companies Act purposes.

The financial statements comply with the Charities Act 2011, the Companies Act 2006, 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 to the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

Our 2022/23 Annual Report

• • Outlines the structure and model of Schools North East - Provides an overview of our work over the past twelve months « Reports on Schools North East as the Voice, Glue, and Bridge for our schools

• « Reviews financial performance

Objectives@ @

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The advancement of Enable schools to improve
education for the public Work together to support, the quality and
benefit of children and inform and influence key effectiveness of education
young people up to the regional strategies and build links with the
age of 25 employment sector
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The Trustees of Schools North East confirm that they have read and given due regard to the Charity Commission’s guidance on public benefit. The Trustees confirm that they have complied with their duties under Section 4 of the Charities Act 2006 with regard to public benefit. Having considered the guidance, the Trustees have concluded that the work of Schools North East directly supports and strengthens the advancement of education in the region.

Schools North East's annual report provides a valuable and welcome opportunity to reflect on the work of the charity over the past academic year; in particular, to take stock of how it has continued to develop over the last 12 months and to consider its future direction.

41

Message from Chair of Schools North East, John Hardy Welcome back! | am delighted to present the Schools North East Annual Report for another year.

The 22/23 academic year was predicted to be the most 'normal' since 2019, and while there are elements of truth to this claim, many might agree that this period was still a far cry from pre-2020 levels.

Although we didn't have to navigate lockdowns and virtual learning in 22/23, we were still dealing with the enormous and ongoing repercussions of having to do so in 20/21.

Schools have been confronted with high rates of absences, crisis levels of mental health and behavioural issues connected to the pandemic, as well as significant recruitment and retention difficulties and the ‘cost of living’ crisis.

However, despite the significant challenges that we have all had to face, this academic year has also left us with much to celebrate - as both an organisation and as a community of North East schools.

As always, we should acknowledge the challenges but prevent them from overshadowing our achievements. Let us once again applaud all schools for rising above these ongoing difficulties and showing children, parents, communities, and politicians what an amazing job the region's schools do; year after year.

And of course, let's give praise to Schools North East for providing a Voice for our school community to be heard, as well as a platform to promote a positive narrative of North East education.

Celebrating our regional success is important, but so is shedding light on the issues and challenges that must be addressed to enable all of our children to thrive. It's a balancing act that Schools North East does so well.

For the Schools North East team it has been a busy year which has brought activity back to prepandemic levels, as reported in this document and reflected in the accounts.

As we venture into another academic year, we're confident that our region’s schools will stand strong and united in the face of whatever challenges - RAAC seemingly the first - the new academic year may have in store. And invariably, Schools North East will be there for us, serving as the Voice, Glue, and Bridge that helps all North East schools to thrive.

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Introduction from Director of Schools North East, Chris Zarraga

The North East is a truly special place, and we'll go to any lengths to ensure our region's schools get the support and resources that they and their children deserve.

Schools North East is very much a grassroots organisation. We exist because of the people that believe in us - Head Teachers, CEOs, trustees, SBMs, governors, teachers, and school leaders. In short, the truly incredible community of North East schools.

Schools North East is here to "lead not plead"; we'll scream good news from the rooftops, but we'll also step up to demand the changes we know our region's schools are in desperate need of.

This organisation is your network and our programme is entirely driven and directed by you. Through our AGM, events, consultations, surveys, and ongoing discussions with individuals and local networks, we're able to be:

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Voice The Glue
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The Voice

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The Bridge
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Schools North East is The Voice of NE schools - putting a strong regional accent on the education debate. And as we enter this election cycle, having a Voice becomes more and more vital if we want policy that is fit for purpose, effective, and worthy of our schools and young people.

As the Voice of North East schools, 2022-23 has been our most successful year yet. There has been a massive increase in engagement with the media: BBC - regional and national, TV and radio, ITV, C4, iNews, Schools Week, The Guardian, FT, GB News, The Times, Tes, regional news outlets, and more.

We even reached my mother-in-law in Belfast!

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None of this, however, would be possible without our work as the Glue that holds NE schools
together, despite all of the forces that seem to work at pushing them further apart. title
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This work ensures that we can hear and reflect your experiences, lobby those in power about the issues most important to you, and can act as the greatest cheerleader there is about the excellence that exists in all schools across our region.

Schools North East is now a comprehensive, organic, platform that enables NE schools to engage with us and with each other to catalyse change.

We now have networks that bring together CEOs, Head Teachers, DHTs, CFOs/ SBMs, Nursery School Heads, and SEND/ AP Heads.

Our surveys, focus groups, single issue roundtables, and MP roundtables enable us to gather huge amounts of data, opinion, and comment from schools in every part of our region. This in turn enabled us to be well ‘ahead of the game’ on major issues throughout the last academic year.

Schools North East is also the Bridge linking our community of schools to the outside world; to those politicians, policymakers, universities, think tanks and funding organisations that drive policy.

It was wonderful to hear SNE described as ‘the gateway to impact in the NE’ when an organisation was referred to us by a current partner! Building a broad coalition to work on the priorities of NE schools means that partners magnify our messages, taking them into the wider world, lobbying in the media and parliament; the region's MPs lobby Ministers, asking questions in the House of Commons, re-framing the narrative from a sloppy, inaccurate trope, to an evidence-based, factual recounting of the everyday reality you face in school.

Together we make the ultimate team, working to ensure that all schools and young people in the North East can thrive as they deserve.

My sincerest thanks for your ongoing support

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Our Vision® @

There is a positive narrative of North East schools that supports education at every level. policyIn the NorthmakingEastthatwe haverecognisesevidence-basedregional context and depoliticises education. Schools receive targeted support to ensure all pupils can access an appropriate curriculum, no matter the disadvantage.

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From Early Years to leaving school and beyond, North East students, through education and opportunity, are skilled, confident people achieving their full potential.

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Our Values

As a charity, we are independent but not neutral. We are for all North East schools - regardless of size, type, faith, structure or location. Our inclusivity defines us, innovation is at our core.

We are constantly seeking fresh solutions to shape the future of education in the region. We have a strong social purpose at the foundation of all our work. Our integrity defines us as we ensure the best o possible outcomes for each young person , : in the North East. . 5 |

S trategy Missione @ Statement @ We are the Voice of North East Schools @ We are the Glue that holds our schools together @ We provide the Bridge for schools to connect to the external world Voicecs) Glue

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We puta strong regional accent on the education debate. As The Voice, we reflect any issues in the education sector to ensure the North East gets the support it deserves.

It's The Voice that aims to gather and spread the most up to date information regarding NE schools, and the opinions of their leaders, and disseminate these as widely as possible.

As The Glue, we bind schools together to create a purposeful community that benefits our region's children.

Our networks bring together CEOs, Head Teachers, DHTs, SBPs, Nursery School Heads, and SEND/ AP Heads and CEOs.

Our events programme brings together over 3,500 school colleagues from across the North East and beyond.

There's no point doing all this fantastic work if the outside world can’t see it!

As The Bridge, we help our region's schools and the outside world to connect with each other.

For maximum success and impact, our region's schools must be

connected to politicians, policymakers, universities, think tanks, and funding organisations that operate beyond our region’s borders.

The Voice challenges myths. We Lead not Plead.

As The Glue, we bring them together, and we bind them together, too.

That's where our role as The Bridge becomes invaluable.

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How we create and sustaine value for our

stakeholders

Inputs

How we create value

Foreducationthe advancementfor the publicof We are a trusted voice.: benefit of children and we have a strong young people up to the 4 business model that People createdage of 25,a strong we haveand S. “a ao ensuresanswerablewe are to ouronly powerful network in the schools North East ae; A ;/ ‘ / f . be \ Pe =e ’ Networks :- We work with Wore complotel Stakeholders and self eel: Members to identify funded with challenges that face our strong engagement Per ernbek schools and trusts Memberships Annual surplus is reinvested to f support our vision mT! seo U Pg \ ae \ / Baa 1 / 1 / A ory yN / ~ Media ] We take that voice voice

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We have a wide and varied events were, programme, both L " physical and online, bringing together : colleagues from across Policy the region and beyond

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We invest in our team Our small but dedicated team are committed to the vision 7

Manifesto for North East Education We use our Manifesto as a lens and this underpins all of our work Education policy that supports positive outcomes for North East Recognise the regional context = schools must take into account the context in which it is implemented. Promote a positive narrative All parties must sign up to promoting a positive narrative of North around d East education that encourages teachers to remain in and join the North East education profession.

Bias : Depoliticise education

Politicians and policymakers must sign up to a set of non-partisan ae Ronnie sete TERE SEA Sp P principles to underpin education policy.

Evidence-based policymaking

All policy should be able to show a clear evidence base supporting it, with the voice of the teaching profession front and centre.

. Along term view

A 10 year view of education, including funding, must be adopted by all parties to allow for realistic plans and the assessment of what is or isn't effective.

Greater support for Early Years

Greater support for Early Years is crucial for tackling the disadvantage gap in attainment, and this support must focus on quality teaching and learning, not just childcare.

A joined up approach from Schools are not an island, and policymakers must recognise schools cabinet to the chalkface alone cannot be the answer to all social issues. Se eS ‘Support the North East’s More must be done to attract the best teachers and staff to the teaching profession at every | North East, by ensuring clear continuous professional development PlevVelo oe and giving more support to school leaders when improving schools. Ensure all pupils can access an _ Support is needed for a curriculum that develops more than just Se eee gem a ecm eee) academic skills, and to ensure schools can provide a minimum appropriate curriculum eee § “Curriculum guarantee’ to all pupils. Tact adie ANA tan Eh es Funding and resources must target the region's pupils with Special With ae creak bend Educational Needs and Disabilities, with the ambition of making the cement ta nen aa ER aN support they receive the envy of the world.

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Schools North East at a glance

2022-23

Governance

Board of Trustees Head Teacher Advisory Board School Business Management Council

683 Partner Schools

Memberships

57 Partner Trusts 293 Jobs in Schools | North East Subscribers 298 NNoSS Members 144 Commercial Supporters

3,221 School Colleagues

Engagement

1,155 Schools 3,591 Event Delegates

107 Press Requests

Media and Policy

AO Bitesize Briefings and 26 Stakeholder Briefings 3 Written Evidence Submissions 2 Letters to Ministers 7 MP Roundtables

National Network of Special Schools for SBPs CEO Network

Networks

SEND and AP Network 44 Events giving valuable Networking Opportunities SBM Networks across the North East

E ts ven

6 Major Conferences 9 Webinars 4 Online Conferences 25 Single Issue Events

Communications

40 Newsletters sent to 8,000 subscribers 117 Good News Stories from NE Schools shared 35 Partner School opportunities 21,000 Followers on Social Media channels 37,000 Blog Views

ec es ; ; ae Funding for Schools f

£90,000 to Fund School Projects 25 Projects 3,500 Children Benefited

Financial Review = | Gift Aid received £111,000

Governance & People 2022-23 Trustees

The Board of Trustees provides guidance on the Charity’s activities and is responsible for its governance with overall legal responsibility for the Charity, its financial sustainability, and its strategic direction. Trustees are elected by Partner Schools, with further Trustees co-opted - to add specific expertise where required. In a time when ever-increasing demands on our schools can be a barrier to collaboration, the role of the Board is to ensure that Schools North East meets and responds dynamically to the needs of North East schools and the children and young people they serve, now and in the future.

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Schools North East is supported by a range of dedicated North East educators

Head Teacher Advisory Board A representative group of Head Teachers and CEOs from across the region.

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School Business Management Council A representative group of School Business Leaders from across the region.

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) >» S Membership8 2022-23 Schools North East is a self funding organisation. This keeps us completely independent, and only answerable to our schools.

Partner Schools

Commercial Supporters

In 2022-23 our Partner School membership Commercial organisations continue to have grew by 5%, with 683 schools now members. aoeny . engagement wit ie Chanty, We also have 57 Partner Trusts, where all supporting our vision for our region, the schools in the trust are Partner Schools. events programme, and our schools. We maintain a high renewal rate of 98% and Ae the end of 2022-23 we had 144 this year we have had 39 new schools join. Commercial Supporter members, our highest number to date. View our Partner Schools our Partner Schools Partner Schools Schools All Commercial Supporters have a profile on hs our MarketPlace and regularly advertise " special offers available to members. Oe”chib &chib & & , , OF He View our Commercial Supporters ‘ (=) AUP

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Subscriptions to the Jobs in Schools | North East recruitment portal also continue to grow year on year. At the end of 2022-23 there were 293 schools using the benefits of the platform, an increase of 7% on the previous year.

Visit Jobs in Schools | North East ¥*) Membership Snapshot Partner Schools Partner Trusts i — ,

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Community Foundation

Schools North East partnered with the Community Foundation to make £90,000 of funding available for schools looking to develop their cultural, sporting or careers provision for disadvantaged and lookedafter children. Funding of around £4,000 was available per bid for schools in Newcastle, | Gateshead, = Sunderland, Northumberland, North and South Tyneside.

The purpose for this grant was to provide funding in two key areas:

Projects

• Healthy Me

• History Enrichment

• » The Tour of the North East

• ¢ Providing Cultural and Social Opportunities for disadvantaged pupils in order to further develop cultural capital

• ° Tag Archery Enrichment

• Reading Rocks

• Stereotypes

• ¢ Hooked on History

• « Drama to improve spoken and receptive language

• ¢ Rich Experience: Motion for the Ocean

• « Community - Explored through The Rivers

Developing dedicated cultural and sporting enrichment opportunities for students.

• Character Development in Sport & Culture

• Welbeck Academy Football

• ¢ Saints Scholar Program

Developing high quality Careers Education, Information, Advice and Guidance (CEIAG).

Case studies can be found on our Blog.

• ¢ Embedding cultural capital through outdoor education, physical activity and sport

• ¢ Higher Education - Aspirations and Barriers

• » Aspirations at Town End

• ¢ World of Work Project

• ¢ Aspire Project

• ¢ Titanic Project

¢ Churchill Pledges TYE ¢ Sounds from the Quayside ev “Ze Community ee oo -- F d ° ¢ Girls Network 7 Xx )) & oun ation t, * Multi Outdoor Sports Area m %

CommunityeFoundation@ Fundinge Snapshot 25 FIOK 3,500 —YD Projects Funding for Children Positively 12 Projects Impacted

Mental Health

Staff Wellbeing

The Schools North East Healthy MindED During and since the pandemic, staff Commission is working towards establishing a wellbeing has been raised as a key clearer picture of the state of mental health in concern. We _ havecontinued _ to schools in the North East. One of the main investigate staff wellbeing through our strands of the Healthy MindED Commission was ‘State of the Region’ surveys in 22/23. the Voice of the Pupil project. The project These surveys are conducted once a engaged children and young people to establish term, monitoring the development of key their concerns and experiences, giving the issues. region's pupils a voice to inform direct action in schools that would affect better outcomes for Staff wellbeing showed an improvement them. between the Autumn and Spring terms of the 22/23 academic year, however it declined in the Summer term, with fewer wellbeing amongst staff. In the Summer Hederetay, school leaders reporting positive dereeal S42 Mone term, 63% of responses said that staff SER = wellbeing was worse or much worse in comparison with a pre-pandemic Summer . Sd term. } Ss j es The main drivers of poor staff wellbeing ae are workload (especially as a result of = ee increasing numbers of students with complex needs), Ofsted pressures, and The findings of the the project were published in the increased parental expectations. 22/23 academic year. The report recommends building greater capacity in the system with You can read our most recent State of the closer working between schools and external Region results at the following link. agencies, more regular engagement with young ate people to develop understanding of what what can be *

The findings of the the project were published in the 22/23 academic year. The report recommends building greater capacity in the system with closer working between schools and external agencies, more regular engagement with young people to develop understanding of what what can be done to support good mental health, and an approach to curriculum delivery that ensures tasks and tests are achievable, enjoyable, and rewarding. Our annual Healthy MindED Conference was held in May 2023. The findings of the Voice of the Pupil project were presented at the conference, and we are now planning to rerun the project, with an initial roundtable in September 2023.

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Recruitment : and Retention Jobs in Schools | North East

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Policy

With challenges in Recruitment and Retention across the board we continue to support schools with a low cost recruitment portal: Jobs in Schools | North East.

—In April 2023, we held a virtual roundtable on recruitment and retention, to inform a Schools North East written evidence submission to the House of Commons Education Select Committee. The key issues that came up were: the increasingly competitive = employment environment; the workload challenges caused by schools taking on significant additional responsibilities; the lack of welldeveloped teacher training that is responsive to the changes in education, and; the failure of education policy to trust and engage with the teaching profession. While operational challenges around supply have improved since the pandemic, owing to declining Covid-related staff absences, recruitment and retention has consistently been mentioned in feedback in our surveys and roundtables with school leaders in the North East.

The portal was set up in 2016 by schools for schools and is the place to advertise all North East School vacancies, no matter what the role.

Following discussions with schools we invested in improvements to the portal during this year, and held social media campaigns throughout the year aimed at candidates.

Schools and Trusts pay an_— annual subscription, which can be as low as £110 but While operational challenges around supply no more than £490, to advertise unlimited have improved since the pandemic, owing to jobs. declining Covid-related staff absences, recruitment and retention has consistently As part of the service ALL vacancies been mentioned in feedback in our surveys advertised get: and roundtables with school leaders in the « Emailed to a bank of almost 4,000 North East. potential candidates « Promotion across social media channels You can read the full submission at the - Alisting on our website following link. we caretakers and catering assistants, to 2 From ® senior leaders and class teachers, our platform | eC Es has helped connect local, hard working | ==— —ne & education staff with their next opportunity. NN =a §# Jobs ©in Schools | North East Snapshot 2,068 232K 4,000 A JobsAdvertised Job Views Candidate Bank 14

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• BBC Radio Newcastle

• • Tes

Schools North East is seen as a leading voice in education.

• « BBC Look North . Northern Echo In the 22/23 academic year we were routinely » iNews approached by local and national media, from TV, *. aSCNoOo!sSaaee radio, and print. ¢ The Chronicle ; ‘ : 5 “thetateen Press requests were often in response to issues raised . ITVNews by Schools North East in our own press releases and » The Mase stakeholder briefings.

• ¢ LBC * BBC Radio 5

• BBC Newsnight

We had in total 107 press requests in 22/23 covering 40 different topics. We published 14 press releases.

• GB News

• ¢ The Financial Times e Spark Sunderland

• Capital Radio

• « BBC Newsround

• « Hexham Courant

• BBC News

• « BBC Radio Tees

cups ead Chris's comment in The Chronicle here

Read Schools North East's opinion[in] ITV Tyne Tees here

• 5 News

• « The Sunday Times

Media Snapshot Covered Diiaraot leaves

77 Press Requests

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Stakeholder Briefings

Parliament

The regular feedback from our surveys and roundtables on the key issues and challenges our schools are facing inform our Stakeholder Briefings. These briefings share the feedback with influential figures within the education sector, to help them understand the detail of what our schools are facing.

We sent two letters to ministers in 22/23. The first went to Liz Truss and Rishi Sunak (both at the time as candidates for Prime Minister), looking at the North-South divide in exam results. The second went to the Secretary of State for Education, on school buildings and the condition improvement fund.

Our stakeholder briefings are sent to a range of contacts, including DfE, Ofsted, the region’s MPs and elected mayors, and local and national media. These briefings have generated numerous press requests and queries from the North East's elected representatives.

In the 22/23 academic year, we sent out 26 stakeholder briefings.

We have submitted written evidence to the House of Commons Education Select Committee for the following inquiries:

• ¢ Persistent absence and support for disadvantaged pupils

• • Teacher recruitment, training, and retention

• « Ofsted's work with schools

Bitesize Briefings

To help support North East schools, we send out Bitesize Briefings about recently published research and analyses on Theseeducationare policyone pageto ourbriefingsPartnercontainingSchools. the key findings of a given report, as well as setting out the implications for the North East. We sent out 40 Bitesize Briefings in the 22/23 academic year.

BITESIZE BRIEFING

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Our roundtables are a forum for leaders to discuss the unique challenges of their settings and have proved an excellent forum for feedback on key issues and for school leaders to collaborate and support each other.

We host regular roundtables for North East CEOs and for special and AP school leaders in the region. These are held virtually once every half term.

MP Roundtables

Policy Roundtables

Schools North East also holds MP roundtables, both virtually and in-person. Our MP roundtables are an opportunity for school leaders to engage with their local MP, and to enable the region's representatives in parliament to understand the key issues facing schools. In 22/23, we held roundtables with:

we also hold roundtables on individual policy —iggues and themes:

• leaders to engage with their local MP, and to » In November 2022, we held an in-person enable the region's representatives in roundtable with Ofqual Chief Regulator, Jo parliament to understand the key issues Gaston, to discuss GCSE wed A bevel facing schools. In 22/23, we held roundtables — with: - In March 2023, we held an in-person roundtable with the Northern Powerhouse

• F heel Gibson, Conservative; MP for thePartnership.potentialsTheseof regionaldiscussionsdevolutionexploredfor Darlington education, and will contribute to a report

• ¢ Catherine McKinnell, Labour MP _ for by the NPP. Newcastle upon Tyne North « In April 2023, we held a virtual roundtable

• • Richard Holden, Conservative MP for on recruitment and retention, to inform a North West Durham Schools North East written evidence

• ¢ Chi Onwurah, Labour MP for Newcastle cutirnission to the House of Commons upon Tyne Central Education Select Committee.

• Paul Howell, Conservative MP for « In June 2023, we held a virtual roundtable Sedgefield with the North East Child Poverty

• • lan Lavery, LabourMP forWansbeck Commission and IPPR North. These - Alex Cunningham, Labour MP for discussions will inform a report by these Stockton North two organisations, looking to develop a 4 y child poverty strategy for the North East.

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• RoundtablesCEO . —EN MP Policy Roundtables Roundtables Roundtables 17

We are the Glue ews“KX Partner Schools Partner School Opportunities This year we have continued to work with and Fach year we pass on opportunities to our provide support for Partner Schools, ensuring Partner Schools ranging from participating in they have access to the full range of benefits research and national voices to awards and the network provides. They ensure the Charity offers. meets and responds to the needs of all North East Schools and the children and young This year we sent out 35 such opportunities. people they serve, now and in the future. They determine the direction of the Charity through a democratic structure that is inclusive and Reach values all schools equally.

As well as the 5% increase in Partner Schools Each year our Partner School membership _ this year, we also saw growth we also saw growth also saw growth saw growth growth in the amount of amount of of grows and and now 60% 60% of North North East Schools are individuals engaging with the Charity, which Partner Schools. Schools. was up 34% on last year. And, as we returned to a more normal year of physical events following the pandemic, delegate numbers 2 iSS were up 13% on last year. SS We continued our roundtables holding online WSS meetings for CEOs, SEND and AP Leaders, every half term. The Annual Patron's Dinner was held in March These provide a safe space for colleagues to and moved to a new venue to accommodate share, discuss and debate challenges they face our growing Partner Schools. Over 400 while supporting and being supported by Partner School colleagues enjoyed an evening peers. of networking and celebration along with special guests from business and academia. This free event for Partner Schools is our way a of thanking them for their commitment to the Governor/Trustee Matching Charity. To further support schools we launched x : Governor/Trustee matching campaign through campaign through through ad ¢ our database and database and and social media. > 3$ ie - . aa We will add to this work in 23/24 with schools add to this work in 23/24 with schools to this work in 23/24 with schools this work in 23/24 with schools work in 23/24 with schools in 23/24 with schools 23/24 with schools with schools schools Woe FAR, able to advertise Governor and Trustee

Each year our Partner School membership _ this year, we also saw growth we also saw growth also saw growth saw growth growth in the amount of amount of of grows and and now 60% 60% of North North East Schools are individuals engaging with the Charity, which Partner Schools. Schools. was up 34% on last year. And, as we returned

a Governor/Trustee Matching To further support schools we launched a Governor/Trustee matching campaign through campaign through through our database and database and and social media.

We will add to this work in 23/24 with schools add to this work in 23/24 with schools to this work in 23/24 with schools this work in 23/24 with schools work in 23/24 with schools in 23/24 with schools 23/24 with schools with schools schools able to advertise Governor and Trustee vacancies through the recruitment portal Jobs in Schools | North East.

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, National Network of Special Schools QA © NNoSS for School Business Professionals

| In 2020 Schools North East was commissioned by the Department for Education to facilitate a new National Network of Special, Hospital and Alternative Provision settings for School Business Professionals.

The DfE provided a small amount of funding for the first two years, which finished in 2022. The network is now completely self-funding through memberships and sponsorship from Gannnsncal Parner.

Powered by Schools B%Q REIS Saf

In the past year we have continued to highlight challenges faced by the sector, including:

• Responding to the SEND Review

• Highlighting growing costs, including those schools with Hydro Pools

• • Unfunded pay awards for school staff, in particular support staff

At the end of the year there were 298 members from almost every local authority - Deficit budgets caused by growing costs across England. Members meet online three times a year and in person at a national Peer to peer support is strong within the conference, held in Birmingham in April. network and over the past year almost 1,000 Members have access to the Schools North ‘different threads have shared advice, East webinar programme bringing at least 9 support, resources and ideas. As well as an webinars throughout the academic year. active email group the network has an online community. NNo$$ is a collaborative network to connect Puting the past year members have given and upskill colleagues, and influence decision views directly to the DfE on the SEND review makers. Working in a culture of collaboration and discussed challenges with benchmarking and innovation, the network meets the / the sector with Entrust. challenges faced by members and works to create a highly effective and sustainable y aa oN on infrastructure, as well as systems, to support r f£ withcolleagues, \ outcomesin specialist settingsin England. a fc cece 2 ae : Policy and oie We have amplified the voice of members on Decision, . cused ONG: the unfair distribution of grants, such as the S: Noss = tie SSG, to the sector. The DfE listened to these Influence :[oD] “Upskill views and are starting to take a more direct aera: ° daewoo approach in their guidance to LAs on Ve, additional funds that should to be passed on ee to schools. We will continue to engage with Cee(/ Z~ \ thedecision impact makers, of certain ensuring decisionsthey on are schools. aware of —ig tes%,

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_ Event support 66

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| 2022/23 Events

• ' + Annual General Meeting (AGM) a + Annual Summit 2022 | > MP Roundtable - Darlington : ¢ MP Roundtable - Newcastle North

• bp + White Paper Academisation Event North E + White Paper Academisation Event South : » SBM Webinar - Energy Market Update & F Contract Advice B | * NNOoSS Virtual Networking Conference : « NHS Healthier Together Website Webinar i _ + Roundtable - Ofqual Chief Regulator, Jo EF Saxton E « Ednorth TeachMeet - Attendance bE « MP Roundtable - North West Durham _ + Ofsted Update Event AM F - Ofsted Update Event PM eI - Academisation: Top Tips for Governors a Webinar b « Safer Recruitment & Online Searches ee Webinar __« Creative Careers and Pathways Webinar _ + NHS Health Update for Schools Webinar

• : | Ee j ANN ! i sri EVENTS 23/24 20 j te oe bare { eae UPDATE;oa

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• « NNOSS Virtual Networking Conference « Annual Governance Conference ONLINE 2023

• « Annual Curriculum Conference 2023 - MP Roundtable - Newcastle Central ~ Taking your Catering in House Webinar « Dealing with Complaints in Schools Webinar Schools Webinar Webinar « MP Roundtable - Sedgefield « Annual Patron's Dinner 2023 « Ednorth TeachMeet - Literacy * Tackling the Teaching Assistant Shortage Webinar

• « Recruitment & Retention Inquiry Roundtable « NNoSS Annual Physical Conference 2023 2023 * How to Maximise your Employment Benefits Webinar

• « Annual Healthy MindED Conference 2023 2023 « Cyber Resilience Event

• « Ednorth Teachmeet - SEND « NNOoSS Virtual Networking Conference - Annual School Business Management - Benefits of Buying from Compliant Frameworks Webinar

• « MP Roundtable - Wansbeck + Update on Governors Duties - Lessons « LearntMP Roundtable from this- Year StocktonWebinar North

: ommunications 2022-23 i ; Amplifying your voice Blog ‘ i . Because of your support, the voice we give We use our blog to host all stories, and in | | to our region's schools has grown louder the past twelve months, this has been 4 ' and louder over the years. viewed more than 37,000 times. 2 a In 2007, our range of activities were very As well as being in the Weekly Update, fi a limited, reflecting our age and budget. But blog stories are also shared across our Fe 15 years later, it's now difficult to explain social media channels. i | the full extent of SNE’s activities; their = ie complexity, scope, reach, and impact. Social Media hi Great work by everyone involved. f We regularly updated our social media r| a Newsletter (Weekly Update) channels with information regarding our F ; Our newsletter continues to grow and is ENS policy changes, regional and Be Fe now sent to almost 8,000 subscribers, out national news, and more. [ | performing industry averages with an | ‘es open rate of 27% and a click through rate We currently have over 8,800 followers on a E industryof 3.6% averagescompared ofto23%the andeducation2.9% 2,300X (formerly on LinkedIn.known as Twitter), and over e[ i respectively. EB ; From 1 August 22 to 31 July 23, we had : | { | In 2022-23 we sent out 40 Weekly 188,189 impressions on Twitter, and 292 a ! Updates. new followers. bE | | On LinkedIn, the Schools North East page | be Good New Stories achieved 2,328 views and 551 new | : | To showcase a positive narrative of North followers. | P| East education, and to highlight the ; FE P| fantastic work of the region's schools, we COMING SOON: A Facebook and TikTok E by strongly feature good news stories from page! r | b across North East schools. In 2022-23 we 3 FE featured 117 such stories. These can be em. E ; found under ‘Regional News' on our blog. ae in) 2 |Communications Snapshot : : Weekly Update : Combined Social ; E | 7 Emails Sent Out FE AS Media Followers — “8

Schools North East Trading

This is the end of SNET’s ninth full year of trading.

Income increased this year, as our events programme reverted back to physical events following the pandemic.

The Trading Arm was incorporated on 15 August 2014 as a wholly owned subsidiary of Schools North East. It is a company limited by guarantee and was set up to fulfill the Trustees’ obligation to use a trading subsidiary where there is any potential of substantial risk to Schools North East through any of its activities. Schools North East Trading Ltd (SNET) donates all of its profits to Schools North East the charity, and makes a very significant contribution to its continuing financial success.

Financial© 2 Review© 2022-23

Schools North East remains financially strong with income from all sources, maintaining a sustainable financial level post-pandemic.

The majority of expenditure is related to staffing and infrastructure, to service the needs of members and the delivery of events, CPD, communications and other support. The organisation's non-staff overheads remain very low, as a result of our longstanding relationship with, and support from, Northumbria University.

For 2022/23 Schools North East received £111,288 in gift-aid payments from Schools North East Trading Limited.

Schools North East employed four members of staff at the start of the 2022/23 financial

And, Schools North East Trading employed seven members of staff:

year:

• « DIRECTOR

• « RELATIONSHIP MANAGER

• « POLICY OFFICER ¢ MARKETING AND COMMUNICATIONS OFFICER

• « DEPUTY DIRECTOR « EVENTS MANAGER « DEPUTY EVENTS MANAGER

• « EVENTS COORDINATOR « FINANCE OFFICER

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• « ADMINISTRATOR

• ¢ DIGITAL APPRENTICE

24 \

Financial© c Review© 2022-23

Financial Controls

Schools North East continues to develop more accurate and sophisticated approaches to financial and strategic planning. We can effectively monitor and forecast income and expenditure, manage cash-flow and maintain the financial health of the organisation. As we moved out of the pandemic, Trustees continued to monitor the financial position of the charity.

Review of the year

The results for the year and the company's financial position at the end of the year are shown in the attached financial statements.

During the year, the Charity had an income of £589,774 (2022: £569,663) and expenditure of £505,355 (2022: £523,014). Net income for the year was £84,419 (2022: £46,649)

At 31 July 2023 the Charity had net assets of £446,432 (2022: £362,013)

Governing Document

The organisation is a Charitable Company Limited by Guarantee. The Company was established under a Memorandum of Association, which established the objects and powers of the Charitable Company and is governed under its Articles of Association. In the event of a winding up any member (who is a director) undertakes to contribute to the payment of liabilities, such amount as may be required not exceeding the total of £1.

Reserves policy/No reserves/Going concern

The Trustees reviewed the requirement for free reserves throughout 2022/23, which are those funds not invested in fixed assets or otherwise committed. Based on their reviews they continue to believe that Schools North East requires three months’ worth of operating expenditure. At 31 July 2023, ‘free’ reserves amounted to £446,432, which is well in excess of that amount. Recruitment and Appointment of the Board | a The Directors of the Company are also Trustees for the purposes of charity law and oe — under the company's Articles are also its members. Under the requirements Wea of the Memorandum and Articles of Association, at the Annual General Meeting \ hats one-third of the Directors, who are subject to retirement by rotation, shall retire. Retiring Directors can be re-appointed at the Annual General Meeting. \ = Trustees are elected are elected elected by Partner Schools on the basis of specialist Partner Schools on the basis of specialist Schools on the basis of specialist on the basis of specialist the basis of specialist basis of specialist specialist skills and and \ :

Trustees are elected are elected elected by Partner Schools on the basis of specialist Partner Schools on the basis of specialist Schools on the basis of specialist on the basis of specialist the basis of specialist basis of specialist specialist skills and and commitment to the objectives and aims of the organisation, having served on the Head Teacher Advisory Board. They are also Partner School Members.

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Board Induction and Training

New Board Members are introduced to the work of the organisation and informed of their legal roles and responsibilities at an induction meeting. The induction and training programme for new Board Members includes:

• « Abriefing by the Director

• « An explanation of roles and responsibilities as a Board Member

• • Copies of the main company documents including the Memorandum and Articles of Association and the Financial Statements
• • Copy of the business plan and most recent evaluation report
• • Copies of recent board papers including budgets and management accounts « Acopy of the Charity Commission publication "How to be an Effective Trustee" * Acopy of the governance structure

Risk Management

The Board is responsible for the management of the risks to which the Charity is exposed. A risk register is produced which considers financial, governance and delivery risks. For each risk, the register identifies:

• • Initial risk assessment in terms of impact and likelihood ¢ Initial risk rating
• • Counter measures - Responsibility / ownership « Timescale
• • Amended risk assessment in terms of impact and likelihood « Amended risk rating

The Board reviews the risk register throughout the year. Through the counter measures put in place in the risk register, and the regular reviews and updates, the Board is satisfied that the major risks identified have been adequately mitigated. It is recognised that this approach can only provide reasonable -- but not absolute -- assurance that major risks have been adequately managed.

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Reference and administrative details of the charity, its trustees and advisors 2022-23

Registered charity name: Schools North East

Charity number: 1129594

Company registration number: 06450637

Registered office:

Room 115, Ellison Terrace Ellison Place Newcastle upon Tyne NE1 8ST

Trustees and Members of the Board: John Hardy (Chair) Jo Heaton (Vice Chair) Kieran McGrane (Vice Chair) Colin Lofthouse Zoe Carr Kate Chisholm Pete King Kieran McLaughlin Mike Butler Maura Regan Monica Shepherd Christina Jones

Director and Senior staff members: Director: Chris Zarraga Deputy Director: Pauline Aitchison

Bankers: Barclays Bank 59 High Street Gosforth Newcastle upon Tyne NE3 4AS

Independent Examiner Lilian Hetherington FCA Connected Voice Business Services Ltd One Strawberry Lane Newcastle upon Tyne NE1 4BX

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Statement of Trustee Responsibilities@ efe o

The trustees, who are also directors for the purposes of company law, are responsible for preparing the Trustees’ Annual Report and the Financial Statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company Law requires the trustees to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charitable company and of incoming resources and application of resources, including the income and expenditure of the charitable company for that year. In preparing those financial statements, the Trustees are required to:

• select suitable accounting policies and apply them consistently;

• observe the methods and principles in the Charities SORP;

• • make judgements and estimates that are reasonable and prudent;
• • state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;

• prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation.

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

• Jee by the Board on 13 September 2023 and signed on their behalf by: John Hardy et

:

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SCHOOLS NORTH EAST

A company limited by guarantee

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES

For the year ended 31 July 2023

| report on the financial statements of Schools North East for the year ended 31 July 2023, which are set out on pages 30 to 40

Respective responsibilities of trustees and examiner

The trustees (who 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 the year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. The charity's gross income exceeded £250,000 and | am qualified to undertake the examination by being a Fellow of the Institute of Chartered Accountants.

Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:

• ¢ examine the accounts under section 145 of the 2011 Act, ¢ to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act), and

• ¢ to state whether particular matters have come to my attention.

Basis of independent examiner's statement

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the 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 presenta ‘true and fair view’ and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no material matters have come to my attention which gives me cause to believe that in, any material respect:

• accounting records were not kept in accordance with section 386 of the Companies Act 2006; or

• • the accounts do not accord with such records; or

• the accounts do not comply with relevant accounting requirements under section 396 of the Companies Act 2006 other than any requirement that the accounts givea ‘true and fair’ view which is not a matter considered as part of an independent examination; or

¢ the accounts have not been prepared in accordance with the Charities SORP (FRS102). | have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

ConnectedLilian HetheringtonVoice Business FCA Services “4ho, relicfp llethevt One Strawberry Lane Newcastle upon Tyne NE1 4BX

Date: 13/12/2023

29

SCHOOLS NORTH EAST

A company limited by guarantee

CONSOLIDATED STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING THE INCOME & EXPENDITURE ACCOUNT)

For the year ended 31 July 2023 aeea ee

----- Start of picture text -----
||||||||| |---|---|---|---|---|---|---|---| |General| |afo)|Unrestricted|Restricted|Total|Total| |oO|Funds|Funds|2023|2022| |Income:|a|a|ee ee|ee| |Income|from|charitable|activities:| |Fees|and|grants|7|186,783|-|186,783|228,006| |Income|from|other|trading|activities:| |Trading|subsidiary income|8|402,991|-|402,991|341,657| |Total income|589,774|-|589,774|569,663| |Expenditure| |Costs|of|raising|funds:| |Trading|subsidiary costs|9|291,703|-|291,703|239,551| |Expenditure|on|charitable|activities:| |Operation|of the|charity|10|213,652|-|213,652|283,463| |Total|expenditure|505,355|-|505,355|523,014| |Net income/(expenditure) and net|84,419|:|84,419|46,649| |movement|in|funds|for the year| |Reconciliation|of|funds| |Total funds|brought forward|362,013|-|362,013|315,364| |Total funds|carried forward|446,432|-|446,432|362,013|

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The Statement of Financial Activities includes all gains and losses recognised in the year. All incoming resources and resources expended derive from continuing activities

The notes on pages 33 to 40 form an integral part of these financial statements.

30

SCHOOLS NORTH EAST

A company limited by guarantee

Company number 06450637

CONSOLIDATED BALANCE SHEET

As at 31 July 2023

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||||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |w|Group|Charity| |ro)o|2023|2022|2023|2022| |S|8...|fs.,|,»_8...| |Fixed|assets| |Tangible|assets|19|1,252|1,917|1,252|1,917| |Total|Fixed Assets|1,252|1,917|1,252|1,917| |Current|assets| |Debtors|and|prepayments|21|50,187|56,656|155,647|187,411| |Cash|at|bank|and|in|hand|495,503|456,976|335,666|265,859| |Total|Current Assets|545,690|513,632|491,313|453,270| |Liabilities| |Creditors|falling|due|within|one|year|22|(|100,510|)|(|153,536|)|( 46,133|)|(|93,174|)| |Net|Current Assets|445,180|360,096|445,180|360,096| |Total assets|less|current liabilities|446,432|362,013|446,432|362,013| |Net Assets|446,432|362,013|446,432|362,013| |The|funds|of the|charity| |Restricted|income|funds|-|-|-|-| |General|unrestricted|income|funds|446,432|362,013|446,432|362,013| |Total charity funds|446,432|362,013|446,432|362,013|

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The company was entitled to an exemption from audit under s477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006. The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with the 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 notes on pages 33 to 40 form an integral part of these financial statements.

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||||||||||| |---|---|---|---|---|---|---|---|---|---| |These financial|statements were approved|by the Board|on:|13|log|= 3| |and|are|signed|on|its|behalf|by:|John|Hardy|fe| |Chair|

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31

SCHOOLS NORTH EAST

A company limited by guarantee

CONSOLIDATED STATEMENT OF CASH FLOWS

For the year ended 31 July 2023

	2023	2022
	£	£
Cash flows from operating activities
Netmovement in funds	84,419	46,649
Depreciation	665	770
Decrease in debtors	6,469	13,731
Decrease in creditors	( 53,026 )	103,745
Netcash from operating activities	38,527	164,895
Cash flowfrom investing activities
Purchase oftangiblefixed assets	-	(1,272 )
Netcash usedininvestingactivities	-	(1,272 )
Increase (decrease) in cash and cash equivalents	38,527	163,623
Cash and cash equivalents at startofyear	456,976	293,353
Cashandcash equivalents atendofyear	495,503	456,976
Cash and cash equivalents consist of:
Cashatbankandinhand	495,503	456,976

The notes on pages 33 to 40 form an integral part of these financial statements.

32

A company limited by guarantee

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

SCHOOLS NORTH EAST

For the year ended 31 July 2023

• 1 Accounting Policies

The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

2 Basis of accounting

2.1 Basis of preparation

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts.

The accounts have been prepared in accordance 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 (FRS 102) (effective 1 January 2019) — Charities SORP (FRS 102), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011

Schools North East meets the definition of a public benefit entity under FRS 102.

2.2 Preparation of the accounts on a going concern basis

The financial statements have been prepared on a going concern basis. In making their assessment the trustees have reviewed and considered relevant information, including their annual budget and future cash flows. Based on their review of this information, the trustees are of the opinion that the immediate future of the charity for the next 12 months is secure and that on this basis the charity is a going concern.

3. Income

3.1 Recognition of income

Income is recognised when the charity has entitlement to the resources, any performance conditions attached to the item(s) of income have been met, it is more likely than not that the resources will be received and the monetary value can be measured with sufficient reliably.

3.2 Offsetting

There has been no offsetting of assets and liabilities, or income and expenses, unless required or permitted by FRS102 SORP or FRS102.

3.3 Grants and donations

Income from government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

Income received in advance or provision of other specified service is deferred until the criteria of income recognition are met.

3.4 Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the bank.

33

SCHOOLS NORTH EAST A company limited by guarantee NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS For the year ended 31 July 2023

3.5 Income from membership subscriptions

Membership subscriptions received in the nature of a gift are recognised in donations and legacies

Membership subscriptions which give a member the right to buy services or other benefits are recognised as income earned from the provision of goods and services as income from charitable activities.

3.6 Fund accounting

Unrestricted funds are available to spend on activities that further any of the purposes of charity. Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose. Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charities’ work or for specific projects being undertaken by the charity.

4 Expenditure and liabilities

4.1 Liability recognition

Liabilities are recognised when it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable

4.2 Charitable activities

Expenditure on charitable activities includes the costs of advancement of education in the North East and other

4.3 Governance and support costs

Support costs have been allocated between governance cost and other support. Governance costs comprise all costs involving public accountability of the charity and its compliance with regulation and good practice

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources.

4.4 Irrecoverable VAT

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

4.5 Creditors

The charity has creditors which are measured at settlement amounts less any trade discounts

4.6 Provisions for liabilities

A liability is measured on recognition at its historical cost and then subsequently measured at the best estimate of the amount required to settle the obligation at the reporting date

5 Assets

5.1 Tangible fixed assets for use by the charity

Individual fixed assets costing £500 or more are capitalised at cost and are depreciated over their estimated useful economic lives on a straight line basis as follows: Office and computer equipment Straight line over four years

34

A company limited by guarantee

SCHOOLS NORTH EAST

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

For the year ended 31 July 2023

6 The summary financial performance of the charity alone is:

				Total	Total	Total
				2023		2022
				pa	ee gee
	Income			186,783		228,006
	Gift aid from subsidiary company			111,288		102,106
				298,071		330,112
	Expenditure on charitable activities			213,652		283,463
	Netincome/(expenditure)			84,419		46,649
	Total funds brought forward			362,013		315,364
	Totalfunds carriedforward			446,432		362,013
	Represented by:
	Restricted income funds				-	-
	General unrestricted income funds			446,432		362,013
				446,432		362,013
	Analysis of income
		General
		Unrestricted		Restricted		Total	Total
		Funds		Funds		2023	2022
		Ee		£		£	£
7	Income from charitable activities
	School Membership Fees	133,392			-	133,392	101,789
	Commercial membership fees	50,925			-	50,925	48,000
	Advertising sponsorship	2,466			-	2,466	785
	Other income		-		-	-	500
	Grants
	Shine Trust		-		-	-	46,250
	Department for Education		-		-	-	20,000
	Community Foundation		-		-	-	10,000
	HMRC Job Retention Scheme		-		-	-	682
		186,783			-	186,783	228,006
8	Income from other trading activities
	Trading subsidiary
	Conferences and events	402,991			-	402,991	341,657
		402,991			-	402,991	341,657
	Income was £589,779 (2022: £569,663) of which £589,779 was		unrestricted or		designated (2022: £503,413) and £0
	wasrestricted(2022:£66,250).

35

SCHOOLS NORTH EAST

A company limited by guarantee

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

For the year ended 31 July 2023

ee

Analysis of expenditure

		General
		Unrestricted	Restricted	Total	Total
		Funds	Funds	2023	2022
9	Costs of raising funds	——#s	eB,	on B..pe	pe Fe _..
	Trading subsidiary costs
	Staff costs	159,532	-	159,532	140,770
	Direct costs	T1327	-	113,277	88,126
	Overheads	18,894	-	18,894	10,655
		291,703	-	291,703	239,551
10	Charitable activities
	Direct Costs
	Advancement of education in	205,588	-	205,588	275,514
	the North East
	Depreciation	665	-	665	770
	Governance costs
	Trustees meeting costs	169	-	169	1,333
	and AGM
	Legal fees	5,840	-	5,840	4,607
	Independent examiners	1,390	-	1,390	1,239
	fees	213,652	es, -	Se 213,652	SS _ 283,463

Expenditure on charitable activities and raising funds was £505,355 (2022: £523,014) of which £505,355 was unrestricted or designated (2022: £456,764) and £0 was restricted (2022: £66,250).

11 Net income/(expenditure) for the year

Net income/(expenditure) for the year
	2023	2022
This is stated after charging :	—£ __	__ ft
Depreciation	665	770
Independent examiner's fees for reporting on the accounts	1,390	1,239
Otheraccountancy services provided by the examiner	2,054	2,671
	4,109	4,680

36

SCHOOLS NORTH EAST

A company limited by guarantee

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

For the year ended 31 July 2023

12 Analysis of staff costs, and the cost of key management personnel

	2023	2022
	ae
Grosswages, salaries and benefits in kind Employer's National Insurance costs Employer's pension costs	302,229 27,195 6,761	323,513 29,538 6,139
	__ 336,185	359,190
	2023	2022
	Number	Number
£70,000 to£80,000	-	1
£110,000to120,000	1	=

The key management personnel of the charity, comprise the Trustees, the Board and the Director. The total employee benefits of the key management personnel of the charity were £115,986 (2022: £78,440). The key management personnel pay is higher than in 2022 due to a payment for back pay covering the last four financial years, in the year of £42,232 (2022 £0).

13 Staff Numbers

Staff Numbers
The average monthlyhead countwas 10 staff (2022:	11 staff) and the average monthlynumber offull-time
equivalentemployees during theyearwereas follows:		2023	2022
		Number	Number
The parts of the charity in which the employees work.	Charitable activities	10.0	11.0
		10.0	11.0

• 14 Transactions with trustees

None of the trustees have been paid any remuneration or received any other benefits from employment with the charity or a related entity.(2022 none)

15 Trustees’ expenses

No trustees’ expenses have been incurred in the year (2022 none).

16 Transactions with related parties

No trustee or other person related to the charity had any personal interest in any contract or other transactions entered into by the charity, including guarantees, during the year (2022 none).

17 Defined contribution pension scheme

The charity operates a defined contribution pension scheme. The assets of the scheme are held separately from those of the charity in an independently administered fund.

The employer's pension costs represent contributions payable by the charity to the fund and amount to £6,761 (2022: £6,139). There was £nil outstanding as at 31 July 2023 (2022: Enil).

37

SCHOOLS NORTH EAST

A company limited by guarantee

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

For the year ended 31 July 2023 ae A eho)A

eee

18 Corporation taxation

The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objectives.

19 Tangible fixed assets

Tangible fixed assets
	Charity		Group
	Office		Office
	equipment	Total	equipment	Total
Cost	ae ee		ee, en
Balance brought forward Additions	6,908	6,908 -	- -	6,908 -
Disposals	-	-	-	-
Balance carried forward	6,908	6,908	-	6,908
Depreciation
Balance broughtforward	4,991	4,991	-	4,991
Depreciation charge foryear	665	665	-	665
Disposals Balance carried forward	= 5,656	= 5,656	es - 5,656
Net book value
Broughtforward	1,917	1,917	-	1,917
Carriedforward	1,252	1,252	-	1,252

20 Fixed asset investment

Investment in subsidiary company

The charitable company has a wholly-owned UK subsidiary company, Schools North East Trading Ltd. The principal activity of the company during the year was educational support services. A summary of the company's results and balance sheet for the year ended 31 July 2023 is as follows:

The summary financial performance of the subsidiary alone is:

		2023		2022
		a
Turnover		402,991		341,657
Cost ofsales Administration costs		(113,277 ) ( 178,426)	(	( 88,126) 151,425 )
Net profit		111,288		102,106
Amount gift aided to	parent charity	(111,288 )	(	102,106 )
	Retainedinsubsidiary	-		-

38

SCHOOLS NORTH EAST

A company limited by guarantee

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

For	the year ended 31 July 2023
20	Fixed asset investment continued
					2023		2022
	The assets and liabilities were:			a	aeee
	Current assets				119,229		176,204
	Creditors amounts falling due	within one year		( 119,227 )		(	176,202 )
		Total net assets			2		2
	Called up share capital				2		2
	Profit and loss account				-		-
	Equity attributable to the parent				2		2
21	Debtors and prepayments (receivable within 1		year)
			Group				Charity
			2023		2022		2023	2022
			eeee Se				eee		ee
	Trade debtors		50,187		56,656		45,135		7,068
	Other debtors		-		-		-		-
	Amounts due from subsidiary	undertakings	-		-		140,512	180,343
			50,187		56,656		155,647	187,411
22	Creditors and accruals (payable within 1 year)
			Group				Charity
			2023		2022		2023	2022
			a	eeee ee see
	Trade creditors		12,212		728		5,561		74
	Taxation and social security		26,953		32,923		3,556		2,829
	Deferred income		58,805		60,912		-		-
	Amounts due to subsidiary undertakings		-		-		35,626		35,708
	Accruals
	Preparation ofstatutory accounts		2,540		4,281		1,390		2,419
	Other creditors		-		54,692		;	52,144
			100,510		153,536		46,133		93,174
	Deferred income
							2023
						—__-
	Balance brought forward						60,912
	Amount released to income earned from						( 60,912 )
	charitable activities
	Amount deferred in year						58,805
	Balancecarriedforward						58,805

39

SCHOOLS NORTH EAST

A company limited by guarantee

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

For the year ended 31 July 2023 23 Analysis of charitable funds

Analysis of movements in unrestricted funds

				Fund				Fund
				balances				balances
				brought	Incoming	Resources		carried
				forward	resources	expended	Transfers	forward
				£	£	£	£	&
General	unrestricted	fund		362,013	589,774	( 505,355 )	-	446,432
			Totals	362,013	589,774	(505,355)	-	446,432

Purpose of unrestricted funds General unrestricted fund The ‘free reserves' of the charity.

24 Analysis of net assets between funds

Analysis of net assets between funds
	Unrestricted	Restricted		Total	Total
	Funds	Funds		2023	2022
	oe ee			ee
Tangible fixed assets	1,252		-	1,252	1,917
Cash at bank and in hand	495,503		-	495,503	456,976
Other net current assets/(liabilities)	( 50,323 )		-	( 50,323 )	( 96,880 )
	446,432		-	446,432	362,013

40