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|||Page|
|---|---|---|
|Charity
Information|||
|Trustees
Annual
Report|||
|Statement
of Trustees|Responsibilities||
|Independent
Examiners|Report||
|Statement
of Financial|Activities||
|Balance Sheet|||
|Notes to the accounts|||
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|was:|||
|---|---|---|
|Postcode area|This year|Last year|
|BL1|19%|23%|
|BL2|16%|14%|
|BL3|21%|18%|
|BL4|11%|13%|
|BL5|9%|11%|
|BL6|15%|13%|
|BL7|4%|6%|
|Out of Area|4%|1%|
|were:||||
|---|---|---|---|
|Presentin
issue||This year|Last year|
|An er||1%|0%|
|Anxiety/Stress||18%|28%|
|Depression/Low|mood|18%|32%|
|Domestic abuse||3%|2%|
|Family||11%|5%|
|Loss/Bereavement||23%|17%|
|PTSD|||0'r.|
|Relationships||8%|6%|
|Self Esteem||8%|4%|
|Sexual Abuse||0%|3%|
|Sexual identity||0%|o/|
|Trauma||1%|2%|
|Work related||3%|0%|
|ber
of referrals to
er of clients was:|self-help increas|ed
to 265|
|---|---|---|
||This year|Last year|
|Female|51%|64'I|
|Male|45%|32%|
|Other|0%|0.5%|
|Not stated|4%|3.6%|
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|Re|port|for the ye|ar e|nded 31 March 20|23||
|---|---|---|---|---|---|---|
|The|age|distribution|of|clients was:|||
|||||Age bands|This year|Last year|
|||||25 or|12%|6%|
|||||26 to 35|18%|18%|
|||||36to 45|21%|22%|
|||||46 to 55|21%|22%|
|||||56 to 65|16%|20%|
|||||65 and older|7%|12%|
|||||Not known|6%|0%|
|was|||
|---|---|---|
|Postcode area|This year|Last year|
|BL1|18%|20%|
|BL2|17%|15%|
|BL3|23%|18%|
|BL4|15%|11%|
|BL5|9%|14%|
|BL6|7%|6%|
|BL7|3%|0%|
|Other|9%|13%|
|None given|0%|4%|
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||||||This year|Last year|
|---|---|---|---|---|---|---|
|||||Female|54%|44%|
|||||Male|46%|56%|
|The|age|distribution|of|clients was:|||
|||||Age bands|This year|Last year|
|||||25 or|8%|11%|
|||||26 to 35|12%|14%|
|||||36 to 45|14%|14%|
|||||46 to 55|23%|26%|
|||||56to 65|30%|27%|
|||||65 and|10%|8%|
|||||Not known|4%|0%|
|||Postcode|area|area|This year|Last year|
|---|---|---|---|---|---|---|
|||BL1|||24%|28%|
|||BL2|||19%|23%|
|||BL3|||19'/o|16%|
|||BL4|||9%||
|||BL5|||8%|6%|
|||BL6|||10%|10%|
|||Out of area||||6%|
|||Not known|||5%|0%|
|The|presenting|ere
issues w|||||
|||Presenting||Issue|This year|Last year|
|||Benefits|||69%|56%|
|||Housing||||6'/|
|||Finance|||3%|5%|
|||Mental|||4%|10%|
|||Access to|||5%|6%|
|||Other|||11%|16%|
|The|breakdown|of case outcome|is|as follows:|||
||||||This year|Last year|
|||Resolved|with advocacy||50%|70%|
|||Resolved|without||14%|9%|
|||advocacy|||||
|||Not resolved|||1%||
|||Client withdrew|||22%|20%|
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||||||Current|Current|Current||
|---|---|---|---|---|---|---|---|---|
||||Note||Year|Year|Year|Prior Year|
||||||Unrestricted|Restricted|Total|Total|
||||||Funds|Funds|Funds|Funds|
||||||2023|2023|2023|2022|
||||||E||||
|Income from:|||||||||
|Donations||||10|3,264||3,264|6,573|
|Charitable
activities||||11|173,247|128,622|301,869|324,228|
|Trading
activities||||12|23,404||23,404|4,260|
|Investment
income||||13|171||171|3|
|Other income||||14|20,298|17,461|37,759|735|
|Total income|||||220,384|146,083|366,467|335,799|
|Expenditure
on:|||||||||
|Raising Funds||||16|29,726||29,726|29,108|
|Charitable
activities||||15|198,205|142,446|340,651|328,357|
|Total expenditure|||||227,931|142,446|370,377|357,465|
|Net expenditure|for|the year|||(7,547)|3,637|(3,910)|(21,666)|
|Transfer between|funds||||||||
|Total Funds Brought||Forward|||13,056|12,360|25,416|47,082|
|Total Funds Carried||Forward|||5,509|15,997|21,506|25,416|
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|||||Prior Year|Prior Year|Prior Year|
|---|---|---|---|---|---|---|
|||||Unrestricted|Restricted|Total|
|||||Funds|Funds|Funds|
|||||2022|2022|2022|
|Income from:|||||||
|Donations|||10|6,573||6,573|
|Charitable
activities|||11|144,500|179,728|324,228|
|Trading
activities|||12|4,260||4,260|
|Investment
income|||13|3||3|
|Other Income|||14||735|735|
|Total income||||155,336|180,463|335,799|
|Expenditure
on:|||||||
|Raising Funds|||16|29,108||29,108|
|Charitable
activities|||15|105,170|223,187|328,357|
|Total expenditure||||134,278|223,187|357,465|
|Net expenditure|for|the year||21,058|(42,724)|(21,666)|
|Transfer between|funds|||(40,000)|40,000||
|Total Funds Brought||Forward||31,998|15,084|47,082|
|Total Funds Carried||Forward||13,056|12,360|25,416|
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|Balance Sheet a|s|
at 31 March 2023||||||
|---|---|---|---|---|---|---|---|
||||Note|2023||2022||
|Fixed assets||||||||
|Investments
held|as fixed assets|||||||
|Current Assets||||||||
|Debtors||||28,409||24,198||
|Cash at bank and|in hand|||31,275||55,866||
|Total Current Assets||||59,684||80,064||
|Creditors||||||||
|Amounts
falling due||within one year|8|38,179||49,033||
|Net current assets|||||21,505||31,031|
|Creditors||||||||
|Amounts
falling due||after one year|||||(5,616)|
|Total Net assets|||||21,506||25,416|
|Restricted funds||||||||
|Restricted
revenue||funds|||15,997||12,360|
|Unrestricted
funds||||||||
|Unrestricted
revenue funds|||||5,509||13,056|
|Total Funds|||||21,506||25,416|
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|Staff costs and emoluments|||||2023|2022|
|---|---|---|---|---|---|---|
|Salary costs|||||||
|Gross Salaries excluding trustees||and key management||personnel|206,471|217,861|
|Employer's
National
Insurance|for|all staff|||6,046|7,178|
|Employer's
operating costs of defined
contribution|||pension schemes||3,158|3,241|
|Total salaries, wages and related||costs|||215,675|228,280|
|Numbers
of employees|||||||
|Engaged
on charitable
activities|||||20|20|
|Engaged
on fundraising
activities|||||0|0|
|Average
number
of employees|||||20|20|
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|Investments|Investments|held as fixed assets|
|---|---|---|
|Carrying|Value of investments||
|At start|and|end of the year|
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|tes|to the accounts for th|e year ended 31 March 2023|||
|---|---|---|---|---|
|7|Debtors||||
||Trade debtors||28,409|24,198|
|8|Creditors: amounts|falling due within one year|2023|2022|
||Loan payable
by instalments||5,614|8,420|
||Expense invoices due|and payable|14,437|9,537|
||Accruals||843|400|
||Deferred income||17,285|30,676|
||||38,179|49,033|
|9|Creditors: amounts|falling due after one year|2023|2022|
||||F||
||Loans payable
by instalments|||5,616|
||Loans payable
by instalments||||
||Instalments
due within|12 months|5,614|8,420|
||Instalments
due between
1 and 2 years|||5,616|
||Instalments
due between
2 and 5 years||||
||Total loan due||5,614|14,036|
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|10|Donations||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||||||||Current|Current|Current||
||||||||||Year|Year|Year|Prior Year|
|||||||||Unrestricted||Restricted|Total|Total|
||||||||||Funds|Funds|Funds|Funds|
||||||||||2023|2023|2023|2022|
||Donations
and|Gifts from|||individuals||||||||
||Small donations||||||||3,264||3,264|6,573|
||Total Donations|and Gifts||from|||individuals||3,264||3,264|6,573|
|11|Revenue grants|from Government||||||and public bodies|||||
||NHS||||||||64,207||64,207|64,057|
||Bolton MB Council||||||||13,088||13,088|22,000|
||Ministry of Justice||||||||||||
||Litigation
Friends||||||||2,454||2,454|2,426|
||Total public sector||||||||79,749||79,749|88,483|
||Revenue grants|and donations|||||from non-public||bodies||||
||Lloyds Bank Foundation|||||||||||5,545|
||Access Reach Fund||||||||||||
||National
Lottery|||||||||110,021|110,021|108,232|
||Mind|||||||||||34,003|
||GMCVO||||||||||||
||Disability
Action||||||||||||
||Bolton CVS|||||||||18,601|18,601|13,353|
||WEA|||||||||||(3,747)|
||Power to Change|||||||||||12,078|
||CAFbank||||||||||||
||Other small grants||||||||17,434||17,434|10,264|
||Total Revenue
grants and||||donations|||from|||||
||non-public
bodies||||||||17,434|128,622|146,056|178,728|
||Income from charitable|||activities -||||trading|||||
||Primary
purpose|and ancilliary||||trading|||||||
||Sale of goods and services||||in|accordance|||76,064||76,064|56,017|
||with the charity's|objects|||||||||||
||Income from charitable||activities||||- trading||76,064||76,064|56,017|
||Total Charitable|Income|||||||173,247|128,622|301,869|324,228|
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|Income from other non charita|ble
trading|activities|||
|---|---|---|---|---|
|income from the sale of donated|goods|||810|
|Other Income||||3,450|
|Achieve||23,404|23,404||
|Total other activities||23,404|23,404|4,260|
||||Current|Current|Current||
|---|---|---|---|---|---|---|
||||Year|Year|Year|Prior Year|
||||Unrestricted|Restricted|Total|Total|
||||Funds|Funds|Funds|Funds|
||||2023|2023|2023|2022|
|Bank|interest receivable||171||171||
|Total|investment|income|171||171||
|Other income|||||
|---|---|---|---|---|
||Current|Current|Current||
||Year|Year|Year|Prior Year|
||Unrestricted|Restricted|Total|Total|
||Funds|Funds|Funds|Funds|
||2023|2023|2023|2022|
|Sundry income|20,298|17,461|37,759||
|Furlough||||735|
|Total other income|20,298|17,461|37,759|735|
||Analysis of income and ex|Analysis of income and ex|Analysis of income and ex|penditure
for t|penditure
for t|he year ended 3|1 March 2023|||
|---|---|---|---|---|---|---|---|---|---|
|15|Expenditure
on charitable|||activities||||||
|||||||Current|Current|Current||
|||||||Year|Year|Year|Prior Year|
|||||||Unrestricted|Restricted|Total|Total|
|||||||Funds|Funds|Funds|Funds|
|||||||2023|2023|2023|2022|
||Employee costs|||||||||
||Gross wages and|salaries||||125,034|81,437|206,471|217,861|
||Employers
Nl|||||2,984|3,062|6,046|7,178|
||Defined contribution||pension|costs||2,604|554|3,158|3,241|
||Recruitment
costs|||||||||
||Staff training
and welfare|||||508|1,830|2,338|1,103|
||Staff travel and subsistence|||||1,629|70|1,699|2,313|
||Volunteer costs|||||||||
||Volunteer expenses|||||869|497|1,366|2,685|
||Premises|||||||||
||Rent and service charge payable|||||16,438|27,467|43,905|26,783|
||Heat, light and power|||||3,169|4,289|7,458|8,174|
||Cleaning
and waste|||||1,549|2,606|4,155|334|
||Repairs, renewals|and maintenance||||1,049|1,875|2,924|1,351|
||Room Hire|||||1,677|287|1,964|2,160|
||Administration|||||||||
||Telephone
and internet|||||7,561|3,026|10,587|12,332|
||Postage|||||652|53|705|612|
||Stationery
and printing|||||1,235|1,177|2,412|2,483|
||Health
and safety|costs||||378|144|522|455|
||Advertising
and marketing|||||1,322|155|1,477|1,449|
||Insurance|||||5,485|2,521|8,006|7,060|
||Subscriptions|||||499|56|555||
||Sundry expenses|||||464|1,344|1,808|1,939|
||Equipment|||||4,102|788|4,890|5,328|
||Network
support|||||7,988|2,578|10,566|4,822|
||Consultancy
fees|||||4,818|4,772|9,590|14,090|
||Translation
fees|||||||||
||Other legal and professional|||||1,208|1,858|3,066||
||Move Forward
Bolton|||||||||
||Financial charges|||||||||
||Bank charges|||||72||72|96|
||Loan interest|||||2,640||2,640|2,640|
||Total expenditure|on|charitable||activities|195,934|142,446|338,380|326,489|
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|||||||Current|Current|Current||
|---|---|---|---|---|---|---|---|---|---|
|||||||Year|Year|Year|Prior Year|
|||||||Unrestricted|Restricted|Total|Total|
|||||||Funds|Funds|Funds|Funds|
|||||||2023|2023|2023|2022|
||Independent|Examiners|||Fees|600||600|800|
||AGM Costs|||||1,191||1,191|1,055|
||Board meeting costs|||||480||480|13|
||Total Governance|||costs||2,271||2,271|1,888|
||Charitable
expenditure|||||||||
||Charitable
expenditure|||||195,934|142,446|338,380|326,489|
||Governance|costs||||2,271||2,271|1,868|
|||||||198,205|142,446|340,651|328,357|
|16|Expenditure|on|raising||funds|||||
|||||||Current|Current|Current||
|||||||Year|Year|Year|Prior Year|
|||||||Unrestricted|Restricted|Total|Total|
|||||||Funds|Funds|Funds|Funds|
|||||||2023|2023|2023|2022|
||Fundraising|costs||||||||
||Charity shop|selling||donated goods||||||
||Shop wages|and|salaries|||||||
||Shop Employers||Nl|||||||
||Shop pension|||||||||
||Property
repair|||||||||
||Trading costs|||||||||
||Fundraising|Consultancy||||29,726||29,726|29,108|
||Total fundraising||costs|||29,726||29,726|29,108|