WELCOME 11)
,Community
,C.entre & Cafe
The Queen's Award
for Voluntary Servlce
TheMBEforvolunreer
OPAL
IOLDER PEOPLE'S
,ACTION IN THE LOCALITY
Reducing isolation and improving the quality
OF life For older people
Annual Report
1st April 2022 - 31st March 2023
Contents
Welcome to OPAL From the CEO
Chairrnan's report
Meet some of our OPAL membersl
Map of what we do
10-11
Health and Information
12
Warm and Well
13
Intergenerational
14
Tackling Loneliness and Isolation
OPAL Support
15
16
OPAL Support Continued
17
Improving Physical Health
Partnerships and Support frorn Other Agencies
Welcome In Café
18
19
20
Community
21
20th Birthday party
22
Our Wonderful Volunteers
23
Monitoring and Evaluation
Treasurers Report
24-25
26-27
Our Members - Some Statistics
28
Contact Information
29
Thank You
30
Welcome to OPAL
From our CEO Ailsa Rhodes MBE
Il's been lovely to see increased numbers OF OPAL members Feeling more confident to
join in social activities and wanting to rebuild their lives aFter 2 years DF lock downs.
The living crisis has however, impacted many OPAL members and in response to this,
we have done our best to ensure that the cost OF activities has remained as low as
possible. We also introduced the Warm Space on Mondays where people could enjoy a
warm welcome playing board games and a cuppa and snack. We distributed food
parcels and ASDA vouchers to people who were struggling wilh the cost of living.
OPAL is a delivery partner For the Enhance Project which means we have been able to
offer extra support to people recently discharged From hospital.
Over the festive period Ralph Thoresby school delivered their fabulous annual
Christmas Banquet which was enjoyed by 120 OPAL members. OPAL staFF and a great
team OF volunteers cooked and served a Christmas dinner on Christmas Eve For people
who would otherwise be on their own over Christmas and hampers were delivered to
our Dldest Tnembers.
We have continued lo develop the Welcome In Community Centre as the Community
Anchor For Leeds16. Our Community Fun Day in September and Christmas Fayre have
become annual events which nol only raise money For OPAL but are also great Fun for
everyone attending. There are many services and activities now accessed within the
Welcome In which helps make LS16 a stronger, more connected community.
OPAL prides itself on being a catalyst For community engagement. We have
developed Welcome In into a space where Friendships are Forged, ideas are shared,
and creativity Flourishes. Whether you're looking For
a tasty, aFFordable meal, to join a walking group,
access support or simply connect with your neighbours,
Welcome In Community Centre opens its doors with
open arms, fostering a true sense of community spiril.
As my final word, I would like to thank everyone at
OPAL and to our many partners For the nomination
and support of my MBE. l am honoured to receive the
award and honoured lo work at OPAL where so many
great people work so hard For the benefit of others.
Chairman's Report
From the Chair of Trustees, Martin Sellens
I can report on another eventful and busy year in the liFe of OPAL as we continue to
support older people in the Leeds 16 area and reduce loneliness and isolation. There
15 also that growing sense of community in our local area and OPAL plays a key role
in being a hub and meeting point for the local community OF all age ranges. As we
have sought to increase our income base the caFé, our Front door open to all, has got
busier, particularly around lunchtimes. We have also seen an increase in the rental of
roorns within the building and income from activities that take place either within or
from the building. We receive much positive Feedback about the Ihings we do which
is testament to the valuable work that is being carried out day by day over the course
OF a year. We have also grown partnerships with other organisations in the past year
to provide additional services. Our reputation as a successful Neighbourhood Network
Scheme in the City is widely held and we must continue to work hard and develop to
retain that reputation.
Can l on behalf of OPAL thank all the staff and volunteers who are involved in
providing and assisting in all OF our activities, inside and outside the building - we
could not do it without you and your contribution is deeply appreciated by so many.
As a Management Committee we have sought over the past year to be supportive OF
our staFf recognising that many have experienced difficulty through ill health or
family situations which has led lo enForced absences affecting our activities - thank
you For bearing with us through what has been a trying lime for many. During the
challenges we have given 7 staFF members permanent contracts to reduce uncertainty
over their Futures with us. We also gave Flat rate bonuses to our staFF at the start of
January 2023 in recognition OF the cost-of-living crisis. The only staff change in the
year was that Mandy Moran leFI us in September 2022 having secured a permanent
full-time role elsewhere - we have missed her bul wish her well in her new job and
thank her for her contribution to OPAL in the time she was with us.
We celebrated our 20th Birthday at a special community event on 1st July and at
about that time Ailsa received notification that she had been awarded an MBE in the
Queens's Jubilee Honours List. She received her award at the Palace in February this
year From Prince William in what was a memorable occasion. Ailsa has also during
the year, with the support of the Management Committee, become a Trustee OF the St
George Martin Trust.
Chairman's Report Continued
We continue to apply For Core funding from the Council as well as funding for our
Enhance and ABCD projects to pay the wages OF our staFF. l am pleased lo report Ihat
those Funds are secure For another year with possible extensions For some into 2025.
They are not totally reliable however as some projects are time limited so we are
constantly reviewing these matters. The SWIFT project, For example, ended in
2022123. As with many other charities the Financial outlook remains uncertain and
often Funding is short-term, meaning we are constantly looking to apply for grants to
support and develop our activities.
During this year we have done less work on the building but continue to try and keep
il looking attractive and vibrant. We have upgraded the dishwasher in the kitchen and
are in the process of improving and modernising the signage around the building and
the attractiveness OF the grounds. Our thanks go to all the volunteers who have
helped on gardening days and particularly to Pauline and Marlin Drury who have
taken a leading and active part in improving the planting around the building.
I would love to tell you that we now have a new 50 year lease OF the building and
grounds from the Council but alas progress is painfully slow. Whilst heads of terms of
the lease have been largely agreed we still do not have the final documenl and so we
have recently raised it through oFFicial political channels in the Council to try and get
il over the line.
Finally I must Ihank those people who give of their lime lo sit on The Management
Committee OF OPAL. We are all volunteers who seek to bring our various skills to help
OPAL through the year. We meet every 6 weeks and receive reports, review policies,
discuss issues and the finances and oversee the operation of the Charity. There were
no changes to The Management Committee in 2022123. There is always an
opportunity for volunteers and members to feed their comments or raise any issues
directly with the Committee IF you want to do so - it is always helpFul to receive
Feedback.
,Meet some OF our
,,/ OPAL members!
Information
Memory Support
Digital Support
Hearing Aid clinics
Carers S
Support TranSpOrt H
Assisted Shopping Trip
Bereavement Sup
Home Visits
Welfare Calls
Health Hubs
Emolional Support
Form Filling
Enhance
Referrals
Encouraging Socialisation
Food Support
Improved Health and Well-Being
Self Management
Member Special
St
Pay as You Feel Meal
Café
Food Waste Interception
(Fair Share)
Christmas Eve Meal
io
OPAL Trips
Craft Group
pport
Men's Trips
Friday Social
Ip
OPAL
Activities
Exercise Classes
Dance On
orl Chair Based Exercise
Gentle Exercise
Tai Chi
Games Morning
unch Clubs
Christmas Banquet
Intergenerational
Active Orbit
ABCD
Well-Being Walks
Councillor Surgeries
Sparks Fund
om Hire
uth Groups
diatry
ney Buddies
Community Connections
eeds 2023 Hosts
ength and Balance
PACT Meetings
Welcome In
arm Space
ommunity Day
School Holiday
ctivi ties
Coat Donations
hristmas Fair
li
Health and InFormation
OPAL stafF and volunteers recognise the value OF friendship. As friends, we notice the little
things such as changes in behaviour or health and we will support people to get help when
they need it.
IF
OPAL'S SWIFt project supported people who need regular and consistent encouragement to
help them overcome social anxiety and other mentallphysical health problems. This project
meant we could provide more intensive support to older people with complex health and
social care needs. The SWIFt project came to an end at the beginning OF April 2022. The
Enhance project started in May 2023.
Enhance
The Enhance project is very similar to the SWIFt project, however, with an emphasis on
support after a hospital discharge, and preventing hospital admission. We do emergency
shopping, home visits so we can advocate/give moral support. and can accompany
individuals to appointments. If appropriate, we will contact a social workei/GP/other health
proFessional lo ensure that OPAL members are saFe and well.
Health Hubs
As part OF the Enhance project, we have recently started running twice-weekly health hubs.
One health hub is by appoinlmenl only (arranged through the neighbourhood team}, and
focuses primarily on wound care. The other heallh hub is available For drop in advice, or by
appointment For treatment.
aring Clinic
In partnership with Leeds Hearing and Sight Loss Service, OPAL host a hearing aid clinic once
a quarter. This is a chance For mernbers, and non-membeTS, to come to OPAL and get their
NHS hearing aid tubes and batteries changed For Flee. They are drop-in sessions and have
proven to be very popular.
The information side of OPAL is available lo all older people and they can contact us via
OPAL'S Drop In office, by phone or by email. We help people renew bus passes, apply for blue
badges, give information about home help. trades people, beneFits and much, much more.
Inforrnation is also shared via our bimonthly newsletter which is available on CD. USB,
cassette or in large print, and we also invile speakerslproFessionals to some OF our groups to
keep OPAL members inFormed. OPAL continues to makelreceive reFerrals to/From carers,
Family Members and other agencies to ensure OPAL members receive all the support
available to them.
12
Warm and Well
Winter Wellbeing
Each year we do as much as we can to ensure our members stay warm
and well whether that's loaning heaters, doing ernergency food shopping, AJg1411
wellbeing visits or phone calls. This year we also ran a project which
involved opening the community caffé an extra day for older people and
the wider community so Ihey could access hot snacks such as toast, bagels
and ciumpets, hot drinks and inFormation about keeping warm and well,
all while playing a variety of board games. This project helped us reach
new members and helped reduce loneliness and isolation.
ri
tm
On Saturday 24th December we opened our doors for a Festive Christmas
Eve meal For our members who didn't have any Christmas plans, and who
were going to be alone over the festive period. It was such a lovely day,
and those who carne Ihoroughly enjoyed it. Our members had a three
course Christmas dinner, and they also had musical entertainment from
staFF and volunteers. Each member also got a small giFt to take home with
them. Holbeck Together provided minibus Iransport For free on this day
which was very much appreciated.
t r Coat Ap_p
We partnered with Zero Waste Leeds over the winter period to collect and
donate coats, hats, gloves and scarves to those who needed them. With
the help of OPAL members and members OF the local community we were
able to collect over 300 coats! These coats were then in our enlrance way
For people to take for Free IF they needed them, with some of them
distributed around Leeds.
Household Support Fund
Wintei can be a tricky time For lots OF people. Ga5 and electric bills are
more expensive which can mean that some people struggle with Food bills.
Over the winter period, OPAL partnered with Leeds Anchor Network to
distribute Food vouchers under the Household Support Scheme to those in
need. This project was a success and we will be continuing it in the Future.
ristm
Every year at OPAL we create over 80 Christmas hampers to deliver to our
oldest and most vulnerable members. We have a team OF amazing
volunteers who help us pack and deliver these winter treats. and we team
up with a local supermarket who gives us a discount on the goodies.
Intergenerational
One of the areas that gives OPAL staFf the most pleasure is to witness the interaction OF
our InteTgenerational projects. They are always enjoyed immensely by OPAL members
and the positive effect is there for both young and old. The Annual Christmas Banquet
organised by Ralph Thoresby High School For 120 OPAL members was a phenomenal
success and was well received.
Another project we ran was a warm meal and craFt activity every Wednesday afternoon
all For Free. This event happened through the winter months, and as it was a late
afternoon/early evening activity, it meant parents and children were able to call in on
their way home from school.
We have had students From local high schools, and Leeds City College, come on work
placement with us. The students were involved in group activities, helping with the
administration, helping during lunch clubs and in the caFé.
Two students from Leeds Becketts University undertook their social work placement with
us here at OPAL. This placement is a requirement of their course to work in industry and
both placements have been a succe5S to OPAL and to both these as individuals. This long
term placement meant Ihat each student was able to develop their skills and experiences
whilst enabling extra support to OPAL members.
At Christmas we were treated to some Christmas carols sung by sludents From Ireland
Wood Primary Schooll The school students walked here and performed For us, beFore
heading to the café to get a snack beFore returning to school. They were lovely to watch
and our rnembers thoroughly enjoyed itl
p.
14
Tackling Loneliness and Isolation
One of the rnain principles OF OPAL is giving our members the opportunity to make Friends
and connect with this wonderful local community. We have seen first hand the detrimental
efFect on the menlal health OF those who are lonely and isolated. The centre's activities
and services are designed to stimulale and encourage social interaction. We send Birthday
Cards to all our members and our oldest members are given Christmas Hampers which ale
always appreciated. We have 77 OPAL members aged 90+ years.
OPAL organises and provides 20 plus regular social activities. These activities promote and
encourage our members to socialise and make Friends. The centre's openness and
proactive support makes it as eFFortle55 as possible For our members to join in. We make
rerninder phone calls and during Ihis process we will encourage and support our members
to participate. Wherever possible we provide transport, including wheelchair accessible
transport, and we provide volunteer assistance for those who require it.
ere is a list OF our regular OPAL ctivitie
Welcome In café
Monday, Wednesday and Friday Lunch clubs
Carers and cared-for support group
Bereavement support group
Memory support group
Volunteer assisted shopping trips
Day trip5
Games mornings
Men's group trips
Crafl group
Friday Social
Exercise classes: Tai Chi, Dance On, gentle exercise, chair based exercise, yoga
We simply wouldn't be able lo provide all that we do without our magniFicent group of
volunteers. The demographic OF volunteers is varied. The benefit OF these social activities doesn't
just have a positive impact on our members, the impact can be seen with our volunteers also.
The Volunteer infrastructure doesn't just get involved in the activities, we try and include those
that have an interest into the management and strategy OF the centre. It is extremely useful to
obtain feedback from all aspects OF the centre in order for accurate and relevant decisions to be
made. Everything we all do is for the beneFit of older people in our community.
Is
OPAL Support
Memory Support
43 OPAL members have dementia and many more identify themselve5
as having memory problerns. All OPAL activities are accessible to
people with memory challenges and Dementia. OPAL staff and 12
volunteers ale trained in Dementia Awareness. We use a number OF
stiategies to encourage participation in our groups including
prompting phone calls and liaising with Family and carers.
We have our Memory Support Group speciFically for people with
memory problems and their carers giving both information and
friendship. This project is led by Sally-Anne who has a Post Graduale
Diploma froTn Bradford University in Dementia Studies. She ensures
the range OF relevant activities are tailored specifically to the group of
individuals attending to best meet their needs.
Carers Support
We also have our Carers Group that runs fortnightly alternately to the
Memory Support Group. This group is For carers and the people they
care For. The carers are in one room and the cared-For in another. This
provides a comfortable and safe space For carers to chat to people in
similar situations, whilst knowing the person they care for is in the
room next door joining in with a stimulating activity.
Sally-Anne, Bev and Shelley are the slaFf members al this group, along
with volunteers.
Steve is our digital inclusion oFFicer. He runs our Digital Support
Class on a Wednesday aFternoon. This class Follows a 12 week
program where membeTS can learn the basics to enable them to
use their iPad, tablet, phone or device in a way that suits them.
Steve also runs a drop-in session on Friday aFternoons, and he
also oFfers one-to-one digital support either at home or at the
Welcorne In Community Centre.
16
OPAL Support Continued
li
OPAL a5 an organisation encourages and facilitates our members to leave their homes to
socialise. We know only too well that some OF our members struggle to get out and
about and so for these people we oFfer our Friendly Visiting Service. As OPAL Formulates
relationships with our members, we use our knowledge to match individuals to a suitable
volunteer and then the volunteer visits them on a regular basis. There is a waiting list
for this service, and we are always recruiting new volunteers lo help us meet the
dernand. For people who need it, we also ofFer a Telephone Link service oFfering regular
telephone calls. During lockdowns we had 450+ older people matched to a phone buddy
and we continue to hear of ongoing Friendships and ongoing phone contact as a legacy
of this.
OPAL stafF rnade 379 home visits to make assessments or give support.
As part OF our standard process home visils are oFfered to every new member to discuss
OPAL and what we can oFFer. and we can do an assessment to ascertain what our
members, needs are. We also visit members who are going through a difficult tirne or
are Feeling particularly isolated but don't yet have a befriender. Whether it is a power OF
attorney or a beneFits application, we have trained stafF to assist or guide our members
through the process of filling oul forms.
In snowy and icy conditions, we will phone as many members as possible to check they
are warm, have food in the house and that their heating is working ok. We loan heaters,
help get tradespeople to fix heating, reFer to specialist agencies or just have a chat to
those who are housebound and going stir crazy because they can't get out OF the house.
Bereavement Support
This year we started a Bereavement Café to support our members with a recent
beTeavement. This is an inFoTmal group in a saFe and comfortable environment, with
other members going through something similar. This group is led by Sally-Anne. and is
fortnightly on a Friday morning. You can talk as much or as little as you like in this
group, and those who come to it have said how much it has helped them.
17
Improving Physical Health
°Exercise con also help improve o9e-reloted deterioration in physical and mentol conditions
and studies of older adults who exercise, hove found that they have fewer chronic diseoses
and feel better obout their own health.
Active Ageing, Anchor Hanover Group
Within the NHS guidelines it is positively encouraged as a matter of improving physical
health. They state older adults should do some type OF physical activity every day. It can
help to improve your health and reduce the risk of heart disease and stroke.
aim to be physically active every day, even if it's just light activity
do activities that improve strength, balance and Flexibility on at least 2 days a week
reduce time spent sitting or lying down, and break up long periods of not moving with
some activity
We accept that theie are different levels of fitness and health limitations. Heie at OPAL we
know our instructors have many years experience and will work with our members,
limitations to improve physical health. We have over 100 OPAL members Ihat exercise with
OPAL on a weekly basis.
Our Exercise programme includes".
Tai Chi: designed to improve balance and inner strength
Chair Exercise: impiove5 participants, strength and balance
Gentle Exercise: lrnproves parlicipanls, aerobic Filness and core strenglh
Table Tennis: not only improves general Fitness but impioves spatial awareness and
hand eye coordination
In partnership with Yorkshire Dance:
Dance On: improve5 general Fitness, timing and is great for falls prevention
The Alzheimer's Society.
Of all the liFestyle changes that have been studied, taking regular physical exercise appears
to be one of the best things that you can do to reduce your risk OF getling dementia.
OPAL has a therapy room that allows the centre to deliver therapeutic services such as
massage. Lyndsey volunteers her time and services once a week on a Monday morning,
offering massages to our members For only £10 per session.
18
Partnerships and Support From
other Agencies
Here at OPAL we believe Ihat by sharing and receiving knowledge, experience and skills we
help not only our members, bul the Leeds community as a whole. We believe there is real
strength in WOTking collaboratively and we take every opportunity available to us to work
with other agencies and groups. This same philosophy extends lo Ihe groups we run, as
members will gain knowledge, experience and skills working together.
The Welcorne In Café is used by seveial groups such as the WOW group and Knit and
Natter group.
OPAL host5 and support5 the local Police and Communities Together (PACT) meetings at
Welcome In.
We hosted multiple kids, summer holiday activities in the centre, with kids eating Free in
the café with a paying adult.
Local Councillors deliver their monthly Surgery Frorn Welcome In.
Youth Services deliver two weekly Youth Groups from the Centre.
Dance On Yorkshire Dance deliver fun dance sessions which improve balance, memory
and coordination.
The Wednesday Lunch Club love having their lunch at High Farm Pub who also organi5e
live music and entertainment as part OF the aFternoon.
Ecoclean, Home Instead Ltd, Bellwether Yarns and West Yorkshire Police are our anchor
tenants at Welcome In.
Westward Care pay For the design and printing costs OF our newsletter. They introduced
us to Tom, Dick and Harry Studio who design our Newsletter as well as our Welcome In
logo and signs.
OPAL members benefit greally from the partnerships we have with many Heallh and
Social Care agencies such as Linking Leeds. Social Prescribing Service, Community Care
Coordinators, Woodsley and Holt Park Local Care Partnership. Primary Care Network and
Adult Social Care.
Our work in the community is enhanced through partnerships with local churches.
schools and local businesses.
We have a pay as you Feel meal in the caFe For those who may be struggling.
We worked with Zero Waste Leeds to collect and distribute winter coats to those in need.
19
Welcome In CaFé
Our community café has gone From strength to strength this last year.
The space is vibrant and cosy, and the food is delicious. We host a variety
of groups, including the WOW group, Knit and Natter, and our Craft Group
when Ihey aren't busy in the Healher Rooml We have had a number OF
birthdays in the caFé too, including our own! It was the Welcome In
Community Centre Café's first birthday! It is always lovely when people
choose our space For special celebrations. It really is a space For everyone.
The WOW Group meet once a week in the café, where they sit together
for a chat, and support each other. Once a month they hire the Heather
Room for a mindful activity they do together. This group was set up by
Mandy, a social prescriber, and now runs wilh the supporl and advice of
OPAL.
Our local PCSO'S use the café as a contact point evely Thursday morning,
10am-11 am. Members OF the public can drop-in to chat to them about
any issues they may have.
An independent knitting group called Knit and Natter use our café space
once a month to meet up and knit together with friends over a cuppa.
OPAL has also been host to the Leeds 2023 Neighbourhood Hosts For
the Weetwood Ward and also the Adel and Wharfedale Ward. They have
used our caFé to work and have meetings.
Our caFé makes a delicious meal every week to have as our OPAL Special.
This homecooked meal costs £5.50 For OPAL members, and is popular
with rnany OF our members.
During the summer and halF term holidays, kids eat free in the café with
a paying adult. We also have a Pay as You're Able meal everyday the
caFé is open. This is a nourishing and delicious homecooked meal, which
costs as much as you are able to pay.
Throughout the Easter holidays and the summer holidays we had kids,
activities at the Welcome In. These included AFrican Drumming
Workshops, Crafts and Family Board Games,
Community.
Community is very important to us here at OPAL and Ihe Welcome In Community Centre. Each
year we hosl a community day for people of all ages. with a BBQ. games, raffle, tornbola.
and live entertainment. So far we have been lucky and had nice weather during the event! It
is always lovely to see so many members OF our community all coming together.
In October we celebrated kindness week. Our craft group got together and made pompom
bees! These pompom bees were then dislributed throughout Ihe communily, hung on trees,
placed on benches, hidden in bus stops, with a kind message for anybody to take. We also
had them hung on a tree in the Heather Room For people to take IF they wanted one. It was a
nice way for our craft group to spread a little bit of kindness
We also have a Christmas Fayre each year at the beginning of December. We have a raFfle
and tombola to raise money for OPAL. We also have independent stalls so you can get some
Christmas shopping done, and live enterlainrnenl From a brass bandl Santa always comes to
visit OPAL during our Christmas Fayre. along with his trusty elf friendl
In July we h05ted the Ukrainian Welcome Event organised by Alex Sobel MP and the
Weetwood Ward Councillors. There was such a lovely atmosphere with lots OF chat, Ukrainian
egg painting, Fun aclivities. and advice and information.
Jubilee
In May 2022 we
celebrated the Queen's
Platinum Jubilee. We had
a busy lunch club,
afternoon tea, show and
tell, and a performance
From Serendipity, all while
dressed in red, white and
bluel It was a wonderful
day full OF celebrations,
have a look at the photos
to see for yourself!
21
20th Birthday Party.
On 1st July 2022 we had a birthday party to celebrate OPAL turning 20 years oldl OPAL was
established in 2003, where we became a Neighbourhood Network For the Leeds 16 area.
Leeds is the only city in the UK who has a charity network For older people (Neighbourhood
Network) covering every waid. We used to be based at the back OF Asda, Holt Park where we
had a srnall oFfice. We then moved into the Welcome In Community Centre in 2015, where we
renovated the whole building into what it looks like loday.
Here are some photogiaphs From the 20th birthday party. We had a BBQ, live entertainment,
and the Deputy Lord Lieutenant OF West Yorkshire cut the birthday cake For us, alongside
Martin Sellens, OPAL'S chair of truslees.
T.Pi
PA
fYTfj
22
Our Wonderful Volunteers
OPAL Volunteers are essential to OPAL'S ability to provide our First rate seivice supporting
older people in the community. We are extremely Fortunate to have our volunteers
involved in all aspects OF OPAL liFe. All OF our volunteers know that we have an 'open door
policy, and IF they need to speak to us we will make ourselves available. We really
appreciate everything our volunteers do for us in the community and we will give
supervision and training where necessary. We host at least Iwo Volunleer Appreciation
events a year as a way of saying Thank You For all their help and hard work.
Volunteer Roles include:
Representation at the
Committee Meetings
Administration
Cooking
Serving meals
Friendly visits
Phone calls
Helping with social
groups
Pushing wheelchairs
Newsletter collation and
delivery
Providing transport
Gardening
Massage
Bookkeeping
Posting newsletters
Delivering birthday cards
and Christmas hampers
Providing information
Fundraising
fhink
4UI
We are also lucky enough to have many students with us on placement or work experience,
From those who are with us for a week or two. to those with us For three or Four months.
They help the OPAL staFF in the oFFices, and get to know our members at our activities.
23
Monitoring and Evaluation
Feedback is invaluable and so in order to ensure Ihal we continue to develop our services
in a way that meets the needs OF OPAL members, we consult with our rnernbers and
monitor and evaluate our services by:_
Asking For verbal and written feedback after our activi lies.
OPAL members are represented on our Management Committee by several volunteers.
Feedback and suggestions From these groups are obtained during the regular
volunteer meetings and Management Commiltee meelings.
Sending an annual questionnaire to each of our rnembers.
We are also very welcome to any verbal feedback.
Annual Questionnaire April 2023
We had a response rate of 12°A which gives us inFormation and feedback From our users
to help us evaluate our services & plan For the Future. There were a lol of ideas &
comments & all will be looked at and considered.
What are the reasons for you being a
member OF OPAL?
To meet people - 69%
For the exercise classes - 37%
For the social activities - 51%
For the cooked meals (lunch club) - 31%
For emotional support - 34%
For access to information - 56%
To get help with transport - 23%
If I need support in the future - 56%
To support OPAL- 71%
What difference has OPAL made to you and
your life?
I have more friends - 52%
l arn less lonely - 37%
l exercise more - 41%
l eat more healthily 31%
I have access to information when I need it - 65%
I have someone I can contact IF I need to - 59%
I feel supported 48%
I feel more connected to my community - 37%
No difference - 7%
What do you like most about OPAL?
An ASSET lo everyone in need and an ASSET lo our area.
A brilliant organisation within the community and beyond.
Excellent building and facilities. café, wide variety of activities.
So many diFFerent people and groups involved. great staff. I love it.
The kindness and friendship From staFF, volunteers, and fellow members.
There is always a warm welcome. People and friendships.
I have watched it grow from a few people to a herd OF workers.
Welcome In. says it all. what more could we ask For? A HAPPY PLACE.
That it is a help in the community - providing help and companionship For older people.
OPAL does so much and goes that extra mile to help and offer support.
There are lots of things happening for everyone. It's fantastic!
J•yi
24
Monitoring and Evaluation
What do you think OPAL should do diFFerently7
It would be helpFul to have a men's exercise class on a Monday morning.
We have two exercise classe5 on a Wednesdoy morning, ond one on o Thursday ofternoon.
OPAL ho5 continued to evolve and move with time. I'M sure it will commit in the same vein
in the future.
Open the caFé 5 days a week, then on a Saturday too.
We would love to open the cofe 5 days a week. however ot the moment funding doesn't
allow this. Hope[ully we can work toward5 this in the futurel
Easier access to the Welcome In - how is a person able to get there?
Most of our activities provide tronsport. We ore also on the number 6 bus route.
Maybe a film show occasionally could be a nice entertainment.
We showed films for a while lost yeor, but unfortunotely they weren't popular enough to
Sustain the running of them.
Everything I have experienced so Far is very good. Mobile hairdresser would be a good idea
at the OPAL meeting.
We have a list of trodes people who are in the local areo, this includes mobile hairdressers,
please speak to o member of stoff if you would like o copy.
Do you rely on public transport or taxis to get out?
50% OF those who answered our questionnaire said Ehey rely on public transport or taxis.
Do you Find taxis and public transport reliable and accessible?
Most people who answered our questionnaire said they don't find public transport or taxis
reliable, with some OF the comments including.. "They have no respect For the timetable".
"Buses are a bit hit or miss, aFraid services will deleriorate overtime" and 'Taxis don't help
me from house to car" Some positive comments included: 'taxis are so Far fine. and "doe5
seem accessible and reliable so far"
If OPAL had a wheelchair accessible car and
driver available For hire, would you use it?
There could by instances when it could be useful.
Yes. I could then join in with daily activities.
It would be nice to have this.
Oeafness and social anxiety of travelling alone.
Think it's a great idea.
We use the feedback From OPAL
members and volunteers to shape
our plans For the future. We
recognise accessi ble transport is
a big issue and we are working
hard to help Find a solution to
this. Walch this space!
Treasurer's Report
From Louise Tanner
Our lotal income received Fell From £384, 028 in 2022 to £368,820 in 2023. This
was mainly due to a Fall in grants and donations. Our two main sources OF grants
are from Leeds City Council (Adull Social Care) and Leeds Older People Forum
(Enhance) and logelher represent just over 3510 of our total income. However, both
these organisations are under ever increasing budgetary pressures.
The Adult Social Care grant was reduced by 10Yo in 2021 and has remained at the
Same reduced level since. We do now have a confirmed two-year extension until
September 2025. The Enhance grant has increased by £2,290, an increase OF 4.6%.
This is against a background of increased expenditure over the previous year.
Our expenditure increased from £365,465 to £421,498, an increase of
approximately 15Y,. This was mainly due lo an increase in salaries (our largest
item of expenditure) and following the end of Covid restrictions, an increase in
events and activities.
We are Fortunate that we have surplus Funds from previous years. However, these
are now being utilised. This means that it is vital that we seek to increase our
other income streams such as room hire and donations as much as possible.
Donations and membership fees can be increased by 25% if we are able to claim
gift aid on this income. IF you pay lax, please sign a giFt aid Form if you have not
done so already. They can be obtained from the OPAL Drop In OFfice. Please also
consider adding a donation to your membership Fee if you Feel able to do so.
The netloss for the year was £52,678, including a net loss OF £24,806 on
unrestricted Funds and a net loss OF £27,872 on restricted Funds after transfers.
This loss was anticipated in our cash Flows and budgets. Our free reserves remain
within the range OF Four and seven months OF the resources expended in the
operation of the charity. At this level, the Trustees Feel Ihal they would be able to
honour their commitments to staFF and creditors.
26
Treasurer's Report Continued
The Trustees have prepared a budget and cashflow For the next two years which
shows a Further expected loss. For year 2023/24 we still expect lo remain within
the range OF four and seven months OF resources expended however year 24/25,
without additional Funds secured, will be very Financially challenging.
For our long term security, we really need to maximise income through
alternative income streams as much as possible. In this respect, we are Fortunate
in having our own building which gives the possibility and flexibility lo enable
this to happen. We have minimised costs wherever possible and are taking action
to maximise income through as many income streams as possible.
We are very Fortunate to have support from Leeds City Council, Public Health,
Charitable Trusts and our many other funders. We are oplimislic that our
partnerships will continue and the impact OF OPAL and the Welcome In
Community Centre will continue to grow.
As always, we are extremely grateFul to those people and businesses that support
us Financially no matter how big or small the donation is.
27
OPAL Members - Some Statistics
54 of our
members are
carers
OPAL Members )Y Gender
74%
Mal@ ll FBma'l8
The average
age of our
members is
80 years old!
Our oldest member is Elsie
who turned 106 on 26th
January 20221
MEMBERS WITH ADDITIONAL NEEDS
We have 89
affiliate members
190
iio
86
65
14EARIN
EARNING
IFAPAIIRMENT DIFFICULTI ES
MEN'TAL
EALTH
PH¥SICAL
MEMORY
VISWAL
IMPAIRMENT PRO&LEMS IMPAIRMENT
28
OPAL
kic
ME If)
Co,mm'unity
Centre & Cafe
OLDER PEOPLE'S
ACTION IN THE LOCALITY
The Committee:
Martin Sellens, Chairman
Louise Tanner, Treasurer
Staff:
Ailsa Rhodes
CEO
Sally-Anne Notley Deputy Manager
Shelley Clark
Project Worker
Hattie Easton
Project Worker
Lisa Wilson
Project Worker
Mandy Moran
Project Worker
Bev Fletcher
Wellbeing Coordinator
Kate Taverner
Wellbeing Coordinator
Ellen Stoker
Community Builder
Nikki Sloper
Café Manager
Gail Place
Café Worker
Natalie Gloveli
Café Worker
Jennifer Kitching Café Worker
Steve Hogg
Digital Inclusion
Elizabeth Locke
Peter Ellis
Chris Hindle
Grace Clark
Jennifer Ward
Gary Hartley
Howard Marshall
John Sutcliffe
Advisors to Comrnittee
Cllr Barry Anderson
Welcome In Community Centre
55 BedFord Drive
LS16 6DJ
0113 2619103
admin@opal-project.org.uk
www.opal-project.org.uk
Twitter@OPALLeeds16
Facebook@OPALLeeds16
29
Our members, staff
and volunteers
V116
31
A special thank you to OPAL members, volunteers, friends, local businesses, schools,
universities and groups who have supported us by giving their time, donations, raffFle
prizes and discounts.
We received a total amount OF £24,205 From donations and Fundraising which is a
phenomenal amount OF money. A big thank you to everyone who contributed to this
and l am sorry that we don't have the space to list all your names.
Thank you also to our very generous funders. Without Financial support from Leeds
City Council, Charitable Trusts and other grant-giving agencies, OPAL would not exist.
Restricted Funds:
Fund name
BARCA
To support people in need
Co-op Local Community Fund Towards Lunch club costs
Harrison and Potter Trust
Christmas Activities
Housing Advisory Panel
WOW group
Leeds City Council
For OPAL'S work supporting older people
Leeds City Council
To deliver ABCD project
Leeds Civic Trust
Towards a community bench
Leeds Community Foundation Towards lunch clubs
Leeds Convalescent Society To extend assisted shopping provision
Leeds Culture Trust
For Leeds 2023
Leeds Older People's Forum SWIFT
Leeds Older People's Forum To deliver the Enhance project
Leeds Older People's Forum For warm spaces
Local Care Partnership
For warm spaces
Voluntary Action Leeds HSF Supporting people in need
Purpose of restriction
In a bid to create a Financially secure future, OPAL works hard to generate its own income
and to develop new income streams wherever possible. We are however, still very reliant on
grants and donations. We are Forever grateful to those who support U5 and we endeavour to
ensure that every penny is spenl wisely and in line with our aims and objectives.
32
## Older People's Action in the Locality
Charity number 1131792
A company limited by guarantee number 06961204
## Annual Report and Financial Statements
for the year ended 31 March 2023
Older People's Action in the Locality
## Annual Report and Financial Statements
for the year ended 31 March 2023
|**Contents**|**Page**|
|---|---|
|Trustees' report|2 to 5|
|Examiner's report|6|
|Statement of financial activities|7|
|Balance sheet|8|
|Notes to the accounts|9 to 15|
**Prepared by West Yorkshire Community Accountancy Service CIO**
1
## Older People's Action in the Locality
## Trustees' report for the year ended 31 March 2023
## **Reference and administrative details of the charity, its trustees and advisors**
The trustees during the financial year and up to and including the date the report was approved were: **Name Position Dates** Martin Sellens Chair Louise Tanner Treasurer Howard Marshall Resigned July 2023 Peter Ellis Grace Clark Gary Hartley Christopher Hindle Elizabeth Locke Jennifer Ward John Sutcliffe **Charity number** 1131792 Registered in England and Wales **Company number** 06961204 Registered in England and Wales **Registered and principal address Bankers** Welcome In Community Centre Nat West Bank Cambridge and Counties Bank 55 Bedford Drive 491 Otley Road Charnwood Court Leeds Leeds 5B New Walk LS16 6DJ LS16 7YB Leicester LE1 6TE
## **Independent examiner**
Simon Bostrom FCIE **West Yorkshire Community Accountancy Service CIO** Stringer House 34 Lupton Street Leeds LS10 2QW
## **Structure, governance and management**
The charity is a company limited by guarantee and was formed on 14 July 2009. It is governed by a memorandum and articles of association as amended 18 June 2020. The liability of the members in the event of the company being wound up is limited to a sum not exceeding £1.
## **Method of recruitment and appointment of trustees**
The trustees of the charity are also the directors for the purposes of company law and are appointed by the members at the AGM.
The trustees of the charity are also the directors for the purposes of company law and are appointed by the trustees at a duly convened meeting.
2
## Older People's Action in the Locality
## Trustees' report (continued) for the year ended 31 March 2023
## **Objectives and activities**
## **The charity's objects**
The objects are to further or benefit the residents of Cookridge, Holt Park, Ireland Wood, Tinshill, Adel and Bramhope (most of the Leeds 16 postcode) and surrounding areas, particularly but not exclusively for the elderly, without distinction of sex, sexual orientation, race or of political, religious or other opinions by associating together the said residents and the local authorities, voluntary and other organisations in a common effort to advance education and to provide facilities in the interests of social welfare for recreation and leisure time occupation with the objective of improving the conditions of life for the residents and to strengthen the local communities in which they live.
## **The charity's main activities**
OPAL reduces social isolation and promotes the wellbeing of older people so that they can live independently in their own homes. We do this by offering opportunities for healthy living and social activities, practical support and an information service.
OPAL is based in and manages the Welcome In Community Centre and Community Cafe. The Centre and Cafe is a facility for all the community and provides a source of revenue for OPAL as well as providing opportunity for integration of older people with the wider community.
## **Public benefit statement**
In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular the health and wellbeing of older people.
## **Achievements and performance**
OPAL supports 650 older people offering over 20 regular activities including lunch clubs, exercise classes, assisted shopping, day trips, bereavement, carers and memory support groups. They are all very well attended and feedback from members is always fabulous. We are often told by our members that OPAL is their lifeline.
During the festive period we did a joint intergenerational project with Ralph Thoresby High School putting on a Christmas banquet for 120 OPAL members. This intergenerational event was the highlight of the year for many older people and it was great to see the students engage with people 50 to 70 yrs older than them in such a positive way.
All members aged 90yrs and over were offered a Christmas food hamper and we also provided a Christmas dinner, entertainment and gifts to 25 members who would otherwise have been on their own over the festive period.
This year we have worked with Leeds Older People’s Forum and Leeds Community Healthcare on the Enhance project to help relieve the pressure on Neighbourhood Teams. As part of this project the Health Hubs were piloted at OPAL and their success meant they have now been rolled out across the city.
Our Welcome In Café has gone from strength to strength and is a wonderful vibrant hub accessible to the whole community and providing tasty nutritious food at affordable prices. Through the winter we took part in the Leeds City Council winter coat exchange and provided warm space and food as well as delivering food parcels and shopping vouchers to individuals and families in need.
Our Community Events such as our Halloween party, Community Fun Day and Christmas Fayre have all been very popular with the whole community and help us achieve our goal of creating a community where all generations integrate and have fun together.
3
## Older People's Action in the Locality
## Trustees' report (continued) for the year ended 31 March 2023
## **Financial review**
The net expenditure for the year was £53,702, including net expenditure of £25,830 on unrestricted funds and net expenditure of £27,872 on restricted funds after transfers.
## **Reserves policy**
The Trustees of the Charity have established a reserves policy whereby free reserves held by the charity should be within the range of four and seven months of the resources expended in the operation of the charity, which equates to between £134,667 and £235,667 based on budgeted expenditure of £404,000. At this level, the Trustees feel that they would be able to honour their commitments to staff and creditors.
The charity's free reserves, excluding fixed assets, at the year end were £215,404.
4
## Older People's Action in the Locality
## Trustees' report (continued) for the year ended 31 March 2023
## **Statement of trustees' responsibilities**
The trustees (who are also the directors for the purposes of company law) are responsible for preparing the Trustees report and the financial statements in accordance with the applicable law and UK Accounting Standards.
Company law requires the trustees to prepare financial accounts for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for the year. In preparing these 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 UK accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;
prepare the accounts on a going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.
The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial accounts comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
This report has been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities (Charities SORP (FRS102)), and in accordance with the special provisions of the Companies Act 2006 relating to small companies.
approved by the board of trustees on 6 September 2023
Louise Tanner (Trustee)
5
## Older People's Action in the Locality
## Independent examiner's report to the trustees of Older People's Action in the Locality
I report to the charity trustees on my examination of the accounts of the charitable company for the year ended 31 March 2023, which are set out on pages 7 to 15.
## **Responsibilities and basis of report**
As the charity's trustees of the charitable company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').
Having satisfied myself that the accounts of the charitable company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.
## **Independent examiner's statement**
Since the charitable company's gross income exceeded £250,000 your examiner must be a fellow of a body listed in section 145 of the 2011 Act.
I confirm that I am qualified to undertake the examination because I am a fellow of ACIE which is one of the listed bodies.
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
- 1 accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or 2 the accounts do not accord with those records; or
- 3 the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination; or
- 4 the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].
I have no concerns and 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.
Simon Bostrom FCIE
8 September 2023
## **West Yorkshire Community Accountancy Service CIO**
Stringer House 34 Lupton Street Leeds LS10 2QW
6
## Older People's Action in the Locality
## Statement of Financial Activities
## (including summary income and expenditure account) for the year ended 31 March 2023
|Notes
2023
Unrestricted
funds
£
**Income from:**
Grants and donations
(2)
23,523
Fees and charges
57,576
Café income
42,956
Memberships
7,693
Rent and room hire
22,397
Fundraising
2,501
Bank interest
2,836
In kind services
-
Other income
1,105
**Total income**
160,587
**Expenditure on:**
Salaries NI and pensions
(3)
84,468
Payroll costs
143
Staff travel expenses
511
Training
279
Volunteer expenses and training
101
Events and activities
43,240
Café supplies and equipment
17,130
Equipment and materials
144
Premises costs
2,416
Phone, postage and internet
393
Computers and IT
22
Printing and stationery
48
Memberships and subscriptions
1,868
Insurance
-
Hospitality and sundry costs
185
Governance costs
37
Independent examination
56
Legal and professional
-
Repairs and maintenance
1,492
In kind services - landscaping works
-
Depreciation
32,663
Loan interest
1,221
**Total expenditure**
186,417
**Net income / (expenditure)**
(25,830)
**Fund balances brought forward**
786,594
**Fund balances carried forward**
(4)
760,764|2023
Restricted
funds
£
208,233
-
-
-
-
-
-
-
-
208,233
145,964
1,909
787
320
488
36,204
2,923
2,376
23,023
5,282
4,317
484
2,664
4,989
106
287
1,393
-
2,589
-
-
-
236,105
(27,872)
62,508
34,636|2023
Total
funds
£
231,756
57,576
42,956
7,693
22,397
2,501
2,836
-
1,105
368,820
230,432
2,052
1,298
599
589
79,444
20,053
2,520
25,439
5,675
4,339
532
4,532
4,989
291
324
1,449
-
4,081
-
32,663
1,221
422,522
(53,702)
849,102
795,400|2022
Total
funds
£
272,054
48,083
20,179
6,738
20,763
3,425
1,046
5,348
6,392
384,028
201,760
1,952
447
135
290
40,238
23,643
2,713
22,123
6,128
5,864
2,428
3,535
4,891
384
273
1,380
500
7,628
5,348
32,440
1,365
365,465
18,563
830,539
849,102|
|---|---|---|---|
All incoming resources and resources expended derive from continuing activities.
7
## Older People's Action in the Locality
## Balance sheet
|as at 31 March 2023
2023
Unrestricted
£
**Fixed assets**
Tangible assets
(5)
545,360
**Total fixed assets**
545,360
**Current assets**
Debtors and prepayments
(6)
8,092
Current asset investments
(7)
105,930
Cash at bank and in hand
(8)
107,340
**Total current assets**
221,362
**Current liabilities:**
**amounts falling due within one year**
Creditors and accruals
(9)
5,958
**Total current liabilities**
5,958
**Net current assets / (liabilities)**
215,404
**Total assets less current liabilities**
760,764
**Creditors: amounts falling due after one year**
(10)
-
**Net assets**
760,764
**Funds**
Unrestricted funds
760,764
Restricted funds
-
**Total funds**
760,764|2023
Restricted
£
-
-
-
-
55,476
55,476
20,840
20,840
34,636
34,636
-
34,636
-
34,636
34,636|2023
Total
£
545,360
545,360
8,092
105,930
162,816
276,838
26,798
26,798
250,040
795,400
-
795,400
760,764
34,636
795,400|2022
Total
£
575,222
575,222
11,197
103,759
189,377
304,333
7,984
7,984
296,349
871,571
22,469
849,102
786,594
62,508
849,102|
|---|---|---|---|
For the year ending 31 March 2023 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
The members have not required the charitable company to obtain an audit of its accounts for the year in question in accordance with section 476. The trustees (who are also the directors for the purposes of company law) acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime and with FRS 102 (effective January 2019).
The financial statements were approved by the board of trustees on 6 September 2023
Louise Tanner (Trustee)
8
## Older People's Action in the Locality
## Notes to the accounts
for the year ended 31 March 2023
## **1 Accounting policies**
## **Basis of accounting**
These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by 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) and with the Charities Act 2011.
The charity constitutes a public benefit entity as defined by FRS 102. There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
## **Going concern**
The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.
## **Incoming resources**
All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, if it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability.
## **Grants and donations**
Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources.
Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.
Donated goods for resale are valued at the amount actually realised upon their sale.
Donated assets, facilities or services are valued at their estimated value to the charity. This is the price that the charity estimates it would pay in the open market for equivalent items; or services and facilities of equivalent utility to the charity.
## **Expenditure and liabilities**
Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out the resources and the amount of the obligation can be measured with reasonable certainty.
## **Taxation**
As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
## **Tangible fixed assets**
Tangible fixed assets costing more than £1,000 are capitalised and included at cost including any incidental expenses of acquisition. Gifted assets are shown at the value to the charity on receipt.
Depreciation is provided on all tangible fixed assets at rates calculated to write off the cost on a straight line basis over their expected useful economic lives as follows: Fixtures and equipment: over 5 years
Leasehold improvements: over the life of the lease
9
## Older People's Action in the Locality
## Notes to the accounts
for the year ended 31 March 2023
## **1 Accounting policies continued**
## **Pensions**
The charity operates a defined contribution scheme for the benefit of its employees. The costs of contributions are recognised in the year they are payable.
## **Fund accounting**
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
## **Leases**
Rents under operating leases are charged on a straight line basis over the lease term or to an earlier date if the lease can be determined without financial penalty.
10
## Older People's Action in the Locality
## Notes to the accounts continued
## for the year ended 31 March 2023
|**2 Grants and donations**
Barca
Leeds Community Foundation (LCF)
Co-op Local Community Fund
Harrison and Potter Trust
Leeds City Council (LCC)
Leeds Civic Trust
Leeds Convalescent Society
Leeds Culture Trust
Leeds Older Peoples Forum (LOPF)
Local Care Partnership (LCP)
Voluntary Action Leeds
Leeds Community Foundation
Power to Change
Wades Charity
Other grants and donations (including gift aid)
**3 Staff costs and numbers**
Gross salaries
Social security costs
Employment allowance
Pensions|2023
Unrestricted
funds
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
23,523
23,523|2023
Restricted
funds
£
1,500
8,588
3,854
5,530
119,136
450
500
400
51,400
3,125
13,750
-
-
-
-
208,233|2023
Total
funds
£
1,500
8,588
3,854
5,530
119,136
450
500
400
51,400
3,125
13,750
-
-
-
23,523
231,756
2023
£
214,332
14,986
(5,000)
6,114
230,432|2022
Total
funds
£
-
-
-
7,777
203,126
-
-
-
1,550
-
1,000
7,821
20,000
3,120
27,660
272,054
2022
£
188,976
11,994
(4,000)
4,790
201,760|
|---|---|---|---|---|
The average number of employees during the year was 12.5, being an average of 8.4 full time equivalent (2022: 11.9, 8 FTE). There were no employees with emoluments above £60,000.
|**Defined contribution pension scheme**|2023|2022|
|---|---|---|
||£|£|
|Costs of the scheme to the charity for the year|6,114|4,790|
|Amount of any contributions outstanding at the year end|-|-|
11
## Older People's Action in the Locality
## Notes to the accounts continued
## for the year ended 31 March 2023
|**4 Restricted funds**
Barca
Jimbo's Fund Carers
Jimbo's Fund Mens Group
Local Care Partnership (LCP)
LCF Lunch clubs
Co-op Local Community Fund
LOPF Enhance
LCC Housing Advisory Panel
Harrison and Potter
Harrison and Potter
VAL Household support
LCC Covid £48k
LCC ASC grant
LCC ABCD
LCC Care support
LCC Small Sparks Fund
Leeds Bereavement Forum
Leeds Civic Trust
Leeds Convalescent Society
Leeds Culture Trust
SWIFT
Wades Friday Social
LCF Winter Warmer funding
LOPF Warm spaces
VAL Warm spaces|Balance b/f
£
-
3,700
946
-
-
-
-
-
-
4,609
-
1,810
2,875
31,524
1,000
600
160
-
-
-
12,289
2,995
-
-
-
62,508|Incoming
£
1,500
-
-
3,125
3,488
3,854
50,400
990
5,530
-
11,250
-
80,646
25,000
-
-
-
450
500
400
12,500
-
5,100
1,000
2,500
208,233|Outgoing
£
1,500
3,700
946
982
3,488
3,854
44,779
465
3,415
4,609
11,250
1,810
82,013
35,106
1,000
144
160
-
100
400
24,789
2,995
5,100
1,000
2,500
236,105|Transfers
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-|Balance c/f
£
-
-
-
2,143
-
-
5,621
525
2,115
-
-
-
1,508
21,418
-
456
-
450
400
-
-
-
-
-
-
34,636|
|---|---|---|---|---|---|
## **Fund name**
Barca Jimbo's Fund Carers Jimbo's Fund Mens Group Local Care Partnership (LCP) LCF Lunch clubs Co-op Local Community Fund LOPF Enhance LCC Housing Advisory Panel Harrison and Potter Harrison and Potter VAL Household support LCC Covid £48k LCC ASC grant LCC ABCD LCC Care support LCC Small Sparks Fund Leeds Bereavement Forum Leeds Civic Trust Leeds Convalescent Society Leeds Culture Trust SWIFT Wades Friday Social LCF Winter Warmer funding LOPF Warm spaces VAL Warm spaces
## **Purpose of restriction**
Towards supporting people in need To fund Carers and Cared for group Jimbo's Fund To support the Men's Group Towards the cost of providing warm spaces Towards the luncheon club costs Towards the luncheon club costs
For support with hospital discharge and prevent hospital admission Towards peer support group costs addressing mental health problems Towards a Christmas dinner, hampers and assisted shopping trips To fund exercise classes Towards supporting people in need Towards Covid relief support For OPAL's work supporting older people To deliver the ABCD project To be available to support care agencies
To distribute to community members for community development work Dying matters event
Towards a community bench To extend the provision assisted shopping Towards the 2023 Community Anchor Funding from Public Health to support frail older people To fund chair exercise classes
Towards the cost of providing warm spaces Towards the cost of providing warm spaces Towards the cost of providing warm spaces
12
## Older People's Action in the Locality
## Notes to the accounts continued
## for the year ended 31 March 2023
|**5 **
**6 **
**7 **
**8 **
**9 **|**Tangible assets**
**Cost**
£
At 1 April 2022
692,233
Additions
-
At 31 March 2023
692,233
**Depreciation**
At 1 April 2022
128,235
Charge for year
28,226
At 31 March 2023
156,461
**Net book value**
At 31 March 2023
535,772
At 31 March 2022
563,998
**Debtors and prepayments**
Prepayments
Accrued income
**Current asset investments**
Cash equivalents on deposit
**Cash at bank and in hand**
Cash at bank
Cash in hand
**Creditors and accruals**
Bank loans and overdrafts
Creditors
Amounts received on account for contracts / performance related grants
Accruals
Leasehold
property|£
26,312
2,801
29,113
15,088
4,437
19,525
9,588
11,224
2023
£
1,567
6,525
8,092
2023
£
105,930
105,930
2023
£
162,615
201
162,816
2023
£
-
4,509
20,840
1,449
26,798
Fixtures and
equipment|Total
£
718,545
2,801
721,346
143,323
32,663
175,986
545,360
575,222
2022
£
1,329
9,868
11,197
2022
£
103,759
103,759
2022
£
189,168
209
189,377
2022
£
5,185
1,419
-
1,380
7,984|
|---|---|---|---|
13
## Older People's Action in the Locality
## Notes to the accounts continued
## for the year ended 31 March 2023
|**10 Creditors: amounts falling due after one year**
Bank loans|2023
£
-
-|2022
£
22,469
22,469|
|---|---|---|
## **11 Related party transactions**
## **Trustee expenses**
No trustee received any expenses during this year or the previous year.
## **Trustee remuneration and benefits**
No trustee received any remuneration or benefit during this or the previous year.
## **Remuneration and benefits received by key management personnel**
The total employee benefits received by key management personnel were £74,046 (previous year: £67,266).
|**12 Operating leases**
Within one year
In the second to fifth years inclusive
Over five years from the balance sheet date
Expected future minimum lease payments over the remaining life of the
lease, analysed into the period in which the commitment falls due:|2023
£
132
528
1,870
2,530|2022
£
132
528
2,002
2,662|
|---|---|---|
14
## Older People's Action in the Locality
## Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 31 March 2023
|2023
2022
Unrestricted Unrestricted
funds
funds
£
£
**Income**
Grants and donations
23,523
27,460
Fees and charges
57,576
48,083
Café income
42,956
20,179
Memberships
7,693
6,738
Rent and room hire
22,397
20,763
Fundraising
2,501
3,425
Bank interest
2,836
1,046
In kind services
-
5,348
Other income
1,105
6,392
**Total income**
160,587
139,434
**Expenditure**
Salaries NI and pensions
84,468
24,691
Payroll costs
143
-
Staff travel expenses
511
44
Training
279
-
Volunteer expenses and training
101
-
Events and activities
43,240
10,623
Café supplies and equipment
17,130
14,046
Equipment and materials
144
95
Premises costs
2,416
1,624
Phone, postage and internet
393
-
Computers and IT
22
-
Printing and stationery
48
91
Memberships and subscriptions
1,868
520
Insurance
-
-
Hospitality and sundry costs
185
53
Governance costs
37
57
Independent examination
56
-
Legal and professional
-
-
Repairs and maintenance
1,492
1,184
In kind services - landscaping works
-
5,348
Depreciation
32,663
32,440
Loan interest
1,221
1,365
**Total expenditure**
186,417
92,181
**Net income / (expenditure)**
(25,830)
47,253
**Transfers between funds**
-
1,234
**Net movement in funds**
(25,830)
48,487
**Fund balances brought forward**
786,594
738,107
**Fund balances carried forward**
760,764
786,594|2023
Restricted
funds
£
208,233
-
-
-
-
-
-
-
-
208,233
145,964
1,909
787
320
488
36,204
2,923
2,376
23,023
5,282
4,317
484
2,664
4,989
106
287
1,393
-
2,589
-
-
-
236,105
(27,872)
-
(27,872)
62,508
34,636|2022
Restricted
funds
£
244,594
-
-
-
-
-
-
244,594
177,069
1,952
403
135
290
29,615
9,597
2,618
20,499
6,128
5,864
2,337
3,015
4,891
331
216
1,380
500
6,444
-
-
-
273,284
(28,690)
(1,234)
(29,924)
92,432
62,508|2023
Total
funds
£
231,756
57,576
42,956
7,693
22,397
2,501
2,836
-
1,105
368,820
230,432
2,052
1,298
599
589
79,444
20,053
2,520
25,439
5,675
4,339
532
4,532
4,989
291
324
1,449
-
4,081
-
32,663
1,221
422,522
(53,702)
-
(53,702)
849,102
795,400|2022
Total
funds
£
272,054
48,083
20,179
6,738
20,763
3,425
1,046
5,348
6,392
384,028
201,760
1,952
447
135
290
40,238
23,643
2,713
22,123
6,128
5,864
2,428
3,535
4,891
384
273
1,380
500
7,628
5,348
32,440
1,365
365,465
18,563
-
18,563
830,539
849,102|
|---|---|---|---|---|
15
## Older People's Action in the Locality
Charity number 1131792
A company limited by guarantee number 06961204
## Annual Report and Financial Statements
for the year ended 31 March 2023
Older People's Action in the Locality
## Annual Report and Financial Statements
for the year ended 31 March 2023
|**Contents**|**Page**|
|---|---|
|Trustees' report|2 to 5|
|Examiner's report|6|
|Statement of financial activities|7|
|Balance sheet|8|
|Notes to the accounts|9 to 15|
**Prepared by West Yorkshire Community Accountancy Service CIO**
1
## Older People's Action in the Locality
## Trustees' report for the year ended 31 March 2023
## **Reference and administrative details of the charity, its trustees and advisors**
The trustees during the financial year and up to and including the date the report was approved were: **Name Position Dates** Martin Sellens Chair Louise Tanner Treasurer Howard Marshall Resigned July 2023 Peter Ellis Grace Clark Gary Hartley Christopher Hindle Elizabeth Locke Jennifer Ward John Sutcliffe **Charity number** 1131792 Registered in England and Wales **Company number** 06961204 Registered in England and Wales **Registered and principal address Bankers** Welcome In Community Centre Nat West Bank Cambridge and Counties Bank 55 Bedford Drive 491 Otley Road Charnwood Court Leeds Leeds 5B New Walk LS16 6DJ LS16 7YB Leicester LE1 6TE
## **Independent examiner**
Simon Bostrom FCIE **West Yorkshire Community Accountancy Service CIO** Stringer House 34 Lupton Street Leeds LS10 2QW
## **Structure, governance and management**
The charity is a company limited by guarantee and was formed on 14 July 2009. It is governed by a memorandum and articles of association as amended 18 June 2020. The liability of the members in the event of the company being wound up is limited to a sum not exceeding £1.
## **Method of recruitment and appointment of trustees**
The trustees of the charity are also the directors for the purposes of company law and are appointed by the members at the AGM.
The trustees of the charity are also the directors for the purposes of company law and are appointed by the trustees at a duly convened meeting.
2
## Older People's Action in the Locality
## Trustees' report (continued) for the year ended 31 March 2023
## **Objectives and activities**
## **The charity's objects**
The objects are to further or benefit the residents of Cookridge, Holt Park, Ireland Wood, Tinshill, Adel and Bramhope (most of the Leeds 16 postcode) and surrounding areas, particularly but not exclusively for the elderly, without distinction of sex, sexual orientation, race or of political, religious or other opinions by associating together the said residents and the local authorities, voluntary and other organisations in a common effort to advance education and to provide facilities in the interests of social welfare for recreation and leisure time occupation with the objective of improving the conditions of life for the residents and to strengthen the local communities in which they live.
## **The charity's main activities**
OPAL reduces social isolation and promotes the wellbeing of older people so that they can live independently in their own homes. We do this by offering opportunities for healthy living and social activities, practical support and an information service.
OPAL is based in and manages the Welcome In Community Centre and Community Cafe. The Centre and Cafe is a facility for all the community and provides a source of revenue for OPAL as well as providing opportunity for integration of older people with the wider community.
## **Public benefit statement**
In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular the health and wellbeing of older people.
## **Achievements and performance**
OPAL supports 650 older people offering over 20 regular activities including lunch clubs, exercise classes, assisted shopping, day trips, bereavement, carers and memory support groups. They are all very well attended and feedback from members is always fabulous. We are often told by our members that OPAL is their lifeline.
During the festive period we did a joint intergenerational project with Ralph Thoresby High School putting on a Christmas banquet for 120 OPAL members. This intergenerational event was the highlight of the year for many older people and it was great to see the students engage with people 50 to 70 yrs older than them in such a positive way.
All members aged 90yrs and over were offered a Christmas food hamper and we also provided a Christmas dinner, entertainment and gifts to 25 members who would otherwise have been on their own over the festive period.
This year we have worked with Leeds Older People’s Forum and Leeds Community Healthcare on the Enhance project to help relieve the pressure on Neighbourhood Teams. As part of this project the Health Hubs were piloted at OPAL and their success meant they have now been rolled out across the city.
Our Welcome In Café has gone from strength to strength and is a wonderful vibrant hub accessible to the whole community and providing tasty nutritious food at affordable prices. Through the winter we took part in the Leeds City Council winter coat exchange and provided warm space and food as well as delivering food parcels and shopping vouchers to individuals and families in need.
Our Community Events such as our Halloween party, Community Fun Day and Christmas Fayre have all been very popular with the whole community and help us achieve our goal of creating a community where all generations integrate and have fun together.
3
## Older People's Action in the Locality
## Trustees' report (continued) for the year ended 31 March 2023
## **Financial review**
The net expenditure for the year was £53,702, including net expenditure of £25,830 on unrestricted funds and net expenditure of £27,872 on restricted funds after transfers.
## **Reserves policy**
The Trustees of the Charity have established a reserves policy whereby free reserves held by the charity should be within the range of four and seven months of the resources expended in the operation of the charity, which equates to between £134,667 and £235,667 based on budgeted expenditure of £404,000. At this level, the Trustees feel that they would be able to honour their commitments to staff and creditors.
The charity's free reserves, excluding fixed assets, at the year end were £215,404.
4
## Older People's Action in the Locality
## Trustees' report (continued) for the year ended 31 March 2023
## **Statement of trustees' responsibilities**
The trustees (who are also the directors for the purposes of company law) are responsible for preparing the Trustees report and the financial statements in accordance with the applicable law and UK Accounting Standards.
Company law requires the trustees to prepare financial accounts for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for the year. In preparing these 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 UK accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;
prepare the accounts on a going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.
The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial accounts comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
This report has been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities (Charities SORP (FRS102)), and in accordance with the special provisions of the Companies Act 2006 relating to small companies.
approved by the board of trustees on 6 September 2023
Louise Tanner (Trustee)
5
## Older People's Action in the Locality
## Independent examiner's report to the trustees of Older People's Action in the Locality
I report to the charity trustees on my examination of the accounts of the charitable company for the year ended 31 March 2023, which are set out on pages 7 to 15.
## **Responsibilities and basis of report**
As the charity's trustees of the charitable company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').
Having satisfied myself that the accounts of the charitable company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.
## **Independent examiner's statement**
Since the charitable company's gross income exceeded £250,000 your examiner must be a fellow of a body listed in section 145 of the 2011 Act.
I confirm that I am qualified to undertake the examination because I am a fellow of ACIE which is one of the listed bodies.
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
- 1 accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or 2 the accounts do not accord with those records; or
- 3 the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination; or
- 4 the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].
I have no concerns and 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.
Simon Bostrom FCIE
8 September 2023
## **West Yorkshire Community Accountancy Service CIO**
Stringer House 34 Lupton Street Leeds LS10 2QW
6
## Older People's Action in the Locality
## Statement of Financial Activities
## (including summary income and expenditure account) for the year ended 31 March 2023
|Notes
2023
Unrestricted
funds
£
**Income from:**
Grants and donations
(2)
23,523
Fees and charges
57,576
Café income
42,956
Memberships
7,693
Rent and room hire
22,397
Fundraising
2,501
Bank interest
2,836
In kind services
-
Other income
1,105
**Total income**
160,587
**Expenditure on:**
Salaries NI and pensions
(3)
84,468
Payroll costs
143
Staff travel expenses
511
Training
279
Volunteer expenses and training
101
Events and activities
43,240
Café supplies and equipment
17,130
Equipment and materials
144
Premises costs
2,416
Phone, postage and internet
393
Computers and IT
22
Printing and stationery
48
Memberships and subscriptions
1,868
Insurance
-
Hospitality and sundry costs
185
Governance costs
37
Independent examination
56
Legal and professional
-
Repairs and maintenance
1,492
In kind services - landscaping works
-
Depreciation
32,663
Loan interest
1,221
**Total expenditure**
186,417
**Net income / (expenditure)**
(25,830)
**Fund balances brought forward**
786,594
**Fund balances carried forward**
(4)
760,764|2023
Restricted
funds
£
208,233
-
-
-
-
-
-
-
-
208,233
145,964
1,909
787
320
488
36,204
2,923
2,376
23,023
5,282
4,317
484
2,664
4,989
106
287
1,393
-
2,589
-
-
-
236,105
(27,872)
62,508
34,636|2023
Total
funds
£
231,756
57,576
42,956
7,693
22,397
2,501
2,836
-
1,105
368,820
230,432
2,052
1,298
599
589
79,444
20,053
2,520
25,439
5,675
4,339
532
4,532
4,989
291
324
1,449
-
4,081
-
32,663
1,221
422,522
(53,702)
849,102
795,400|2022
Total
funds
£
272,054
48,083
20,179
6,738
20,763
3,425
1,046
5,348
6,392
384,028
201,760
1,952
447
135
290
40,238
23,643
2,713
22,123
6,128
5,864
2,428
3,535
4,891
384
273
1,380
500
7,628
5,348
32,440
1,365
365,465
18,563
830,539
849,102|
|---|---|---|---|
All incoming resources and resources expended derive from continuing activities.
7
## Older People's Action in the Locality
## Balance sheet
|as at 31 March 2023
2023
Unrestricted
£
**Fixed assets**
Tangible assets
(5)
545,360
**Total fixed assets**
545,360
**Current assets**
Debtors and prepayments
(6)
8,092
Current asset investments
(7)
105,930
Cash at bank and in hand
(8)
107,340
**Total current assets**
221,362
**Current liabilities:**
**amounts falling due within one year**
Creditors and accruals
(9)
5,958
**Total current liabilities**
5,958
**Net current assets / (liabilities)**
215,404
**Total assets less current liabilities**
760,764
**Creditors: amounts falling due after one year**
(10)
-
**Net assets**
760,764
**Funds**
Unrestricted funds
760,764
Restricted funds
-
**Total funds**
760,764|2023
Restricted
£
-
-
-
-
55,476
55,476
20,840
20,840
34,636
34,636
-
34,636
-
34,636
34,636|2023
Total
£
545,360
545,360
8,092
105,930
162,816
276,838
26,798
26,798
250,040
795,400
-
795,400
760,764
34,636
795,400|2022
Total
£
575,222
575,222
11,197
103,759
189,377
304,333
7,984
7,984
296,349
871,571
22,469
849,102
786,594
62,508
849,102|
|---|---|---|---|
For the year ending 31 March 2023 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
The members have not required the charitable company to obtain an audit of its accounts for the year in question in accordance with section 476. The trustees (who are also the directors for the purposes of company law) acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime and with FRS 102 (effective January 2019).
The financial statements were approved by the board of trustees on 6 September 2023
Louise Tanner (Trustee)
8
## Older People's Action in the Locality
## Notes to the accounts
for the year ended 31 March 2023
## **1 Accounting policies**
## **Basis of accounting**
These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by 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) and with the Charities Act 2011.
The charity constitutes a public benefit entity as defined by FRS 102. There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
## **Going concern**
The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.
## **Incoming resources**
All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, if it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability.
## **Grants and donations**
Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources.
Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.
Donated goods for resale are valued at the amount actually realised upon their sale.
Donated assets, facilities or services are valued at their estimated value to the charity. This is the price that the charity estimates it would pay in the open market for equivalent items; or services and facilities of equivalent utility to the charity.
## **Expenditure and liabilities**
Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out the resources and the amount of the obligation can be measured with reasonable certainty.
## **Taxation**
As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
## **Tangible fixed assets**
Tangible fixed assets costing more than £1,000 are capitalised and included at cost including any incidental expenses of acquisition. Gifted assets are shown at the value to the charity on receipt.
Depreciation is provided on all tangible fixed assets at rates calculated to write off the cost on a straight line basis over their expected useful economic lives as follows: Fixtures and equipment: over 5 years
Leasehold improvements: over the life of the lease
9
## Older People's Action in the Locality
## Notes to the accounts
for the year ended 31 March 2023
## **1 Accounting policies continued**
## **Pensions**
The charity operates a defined contribution scheme for the benefit of its employees. The costs of contributions are recognised in the year they are payable.
## **Fund accounting**
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
## **Leases**
Rents under operating leases are charged on a straight line basis over the lease term or to an earlier date if the lease can be determined without financial penalty.
10
## Older People's Action in the Locality
## Notes to the accounts continued
## for the year ended 31 March 2023
|**2 Grants and donations**
Barca
Leeds Community Foundation (LCF)
Co-op Local Community Fund
Harrison and Potter Trust
Leeds City Council (LCC)
Leeds Civic Trust
Leeds Convalescent Society
Leeds Culture Trust
Leeds Older Peoples Forum (LOPF)
Local Care Partnership (LCP)
Voluntary Action Leeds
Leeds Community Foundation
Power to Change
Wades Charity
Other grants and donations (including gift aid)
**3 Staff costs and numbers**
Gross salaries
Social security costs
Employment allowance
Pensions|2023
Unrestricted
funds
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
23,523
23,523|2023
Restricted
funds
£
1,500
8,588
3,854
5,530
119,136
450
500
400
51,400
3,125
13,750
-
-
-
-
208,233|2023
Total
funds
£
1,500
8,588
3,854
5,530
119,136
450
500
400
51,400
3,125
13,750
-
-
-
23,523
231,756
2023
£
214,332
14,986
(5,000)
6,114
230,432|2022
Total
funds
£
-
-
-
7,777
203,126
-
-
-
1,550
-
1,000
7,821
20,000
3,120
27,660
272,054
2022
£
188,976
11,994
(4,000)
4,790
201,760|
|---|---|---|---|---|
The average number of employees during the year was 12.5, being an average of 8.4 full time equivalent (2022: 11.9, 8 FTE). There were no employees with emoluments above £60,000.
|**Defined contribution pension scheme**|2023|2022|
|---|---|---|
||£|£|
|Costs of the scheme to the charity for the year|6,114|4,790|
|Amount of any contributions outstanding at the year end|-|-|
11
## Older People's Action in the Locality
## Notes to the accounts continued
## for the year ended 31 March 2023
|**4 Restricted funds**
Barca
Jimbo's Fund Carers
Jimbo's Fund Mens Group
Local Care Partnership (LCP)
LCF Lunch clubs
Co-op Local Community Fund
LOPF Enhance
LCC Housing Advisory Panel
Harrison and Potter
Harrison and Potter
VAL Household support
LCC Covid £48k
LCC ASC grant
LCC ABCD
LCC Care support
LCC Small Sparks Fund
Leeds Bereavement Forum
Leeds Civic Trust
Leeds Convalescent Society
Leeds Culture Trust
SWIFT
Wades Friday Social
LCF Winter Warmer funding
LOPF Warm spaces
VAL Warm spaces|Balance b/f
£
-
3,700
946
-
-
-
-
-
-
4,609
-
1,810
2,875
31,524
1,000
600
160
-
-
-
12,289
2,995
-
-
-
62,508|Incoming
£
1,500
-
-
3,125
3,488
3,854
50,400
990
5,530
-
11,250
-
80,646
25,000
-
-
-
450
500
400
12,500
-
5,100
1,000
2,500
208,233|Outgoing
£
1,500
3,700
946
982
3,488
3,854
44,779
465
3,415
4,609
11,250
1,810
82,013
35,106
1,000
144
160
-
100
400
24,789
2,995
5,100
1,000
2,500
236,105|Transfers
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-|Balance c/f
£
-
-
-
2,143
-
-
5,621
525
2,115
-
-
-
1,508
21,418
-
456
-
450
400
-
-
-
-
-
-
34,636|
|---|---|---|---|---|---|
## **Fund name**
Barca Jimbo's Fund Carers Jimbo's Fund Mens Group Local Care Partnership (LCP) LCF Lunch clubs Co-op Local Community Fund LOPF Enhance LCC Housing Advisory Panel Harrison and Potter Harrison and Potter VAL Household support LCC Covid £48k LCC ASC grant LCC ABCD LCC Care support LCC Small Sparks Fund Leeds Bereavement Forum Leeds Civic Trust Leeds Convalescent Society Leeds Culture Trust SWIFT Wades Friday Social LCF Winter Warmer funding LOPF Warm spaces VAL Warm spaces
## **Purpose of restriction**
Towards supporting people in need To fund Carers and Cared for group Jimbo's Fund To support the Men's Group Towards the cost of providing warm spaces Towards the luncheon club costs Towards the luncheon club costs
For support with hospital discharge and prevent hospital admission Towards peer support group costs addressing mental health problems Towards a Christmas dinner, hampers and assisted shopping trips To fund exercise classes Towards supporting people in need Towards Covid relief support For OPAL's work supporting older people To deliver the ABCD project To be available to support care agencies
To distribute to community members for community development work Dying matters event
Towards a community bench To extend the provision assisted shopping Towards the 2023 Community Anchor Funding from Public Health to support frail older people To fund chair exercise classes
Towards the cost of providing warm spaces Towards the cost of providing warm spaces Towards the cost of providing warm spaces
12
## Older People's Action in the Locality
## Notes to the accounts continued
## for the year ended 31 March 2023
|**5 **
**6 **
**7 **
**8 **
**9 **|**Tangible assets**
**Cost**
£
At 1 April 2022
692,233
Additions
-
At 31 March 2023
692,233
**Depreciation**
At 1 April 2022
128,235
Charge for year
28,226
At 31 March 2023
156,461
**Net book value**
At 31 March 2023
535,772
At 31 March 2022
563,998
**Debtors and prepayments**
Prepayments
Accrued income
**Current asset investments**
Cash equivalents on deposit
**Cash at bank and in hand**
Cash at bank
Cash in hand
**Creditors and accruals**
Bank loans and overdrafts
Creditors
Amounts received on account for contracts / performance related grants
Accruals
Leasehold
property|£
26,312
2,801
29,113
15,088
4,437
19,525
9,588
11,224
2023
£
1,567
6,525
8,092
2023
£
105,930
105,930
2023
£
162,615
201
162,816
2023
£
-
4,509
20,840
1,449
26,798
Fixtures and
equipment|Total
£
718,545
2,801
721,346
143,323
32,663
175,986
545,360
575,222
2022
£
1,329
9,868
11,197
2022
£
103,759
103,759
2022
£
189,168
209
189,377
2022
£
5,185
1,419
-
1,380
7,984|
|---|---|---|---|
13
## Older People's Action in the Locality
## Notes to the accounts continued
## for the year ended 31 March 2023
|**10 Creditors: amounts falling due after one year**
Bank loans|2023
£
-
-|2022
£
22,469
22,469|
|---|---|---|
## **11 Related party transactions**
## **Trustee expenses**
No trustee received any expenses during this year or the previous year.
## **Trustee remuneration and benefits**
No trustee received any remuneration or benefit during this or the previous year.
## **Remuneration and benefits received by key management personnel**
The total employee benefits received by key management personnel were £74,046 (previous year: £67,266).
|**12 Operating leases**
Within one year
In the second to fifth years inclusive
Over five years from the balance sheet date
Expected future minimum lease payments over the remaining life of the
lease, analysed into the period in which the commitment falls due:|2023
£
132
528
1,870
2,530|2022
£
132
528
2,002
2,662|
|---|---|---|
14
## Older People's Action in the Locality
## Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 31 March 2023
|2023
2022
Unrestricted Unrestricted
funds
funds
£
£
**Income**
Grants and donations
23,523
27,460
Fees and charges
57,576
48,083
Café income
42,956
20,179
Memberships
7,693
6,738
Rent and room hire
22,397
20,763
Fundraising
2,501
3,425
Bank interest
2,836
1,046
In kind services
-
5,348
Other income
1,105
6,392
**Total income**
160,587
139,434
**Expenditure**
Salaries NI and pensions
84,468
24,691
Payroll costs
143
-
Staff travel expenses
511
44
Training
279
-
Volunteer expenses and training
101
-
Events and activities
43,240
10,623
Café supplies and equipment
17,130
14,046
Equipment and materials
144
95
Premises costs
2,416
1,624
Phone, postage and internet
393
-
Computers and IT
22
-
Printing and stationery
48
91
Memberships and subscriptions
1,868
520
Insurance
-
-
Hospitality and sundry costs
185
53
Governance costs
37
57
Independent examination
56
-
Legal and professional
-
-
Repairs and maintenance
1,492
1,184
In kind services - landscaping works
-
5,348
Depreciation
32,663
32,440
Loan interest
1,221
1,365
**Total expenditure**
186,417
92,181
**Net income / (expenditure)**
(25,830)
47,253
**Transfers between funds**
-
1,234
**Net movement in funds**
(25,830)
48,487
**Fund balances brought forward**
786,594
738,107
**Fund balances carried forward**
760,764
786,594|2023
Restricted
funds
£
208,233
-
-
-
-
-
-
-
-
208,233
145,964
1,909
787
320
488
36,204
2,923
2,376
23,023
5,282
4,317
484
2,664
4,989
106
287
1,393
-
2,589
-
-
-
236,105
(27,872)
-
(27,872)
62,508
34,636|2022
Restricted
funds
£
244,594
-
-
-
-
-
-
244,594
177,069
1,952
403
135
290
29,615
9,597
2,618
20,499
6,128
5,864
2,337
3,015
4,891
331
216
1,380
500
6,444
-
-
-
273,284
(28,690)
(1,234)
(29,924)
92,432
62,508|2023
Total
funds
£
231,756
57,576
42,956
7,693
22,397
2,501
2,836
-
1,105
368,820
230,432
2,052
1,298
599
589
79,444
20,053
2,520
25,439
5,675
4,339
532
4,532
4,989
291
324
1,449
-
4,081
-
32,663
1,221
422,522
(53,702)
-
(53,702)
849,102
795,400|2022
Total
funds
£
272,054
48,083
20,179
6,738
20,763
3,425
1,046
5,348
6,392
384,028
201,760
1,952
447
135
290
40,238
23,643
2,713
22,123
6,128
5,864
2,428
3,535
4,891
384
273
1,380
500
7,628
5,348
32,440
1,365
365,465
18,563
-
18,563
830,539
849,102|
|---|---|---|---|---|
15