2022-02-28-accounts

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees Annual Report March 2021-2022

Improving Lives is a trading name of Improving Lives Notts Ltd

----- Start of picture text -----
||| |---|---| |Forew�rd|1| |Organisational Structure|2| |Forew�rd 2|4| |The Team|5| |The Support �e Provide|6| |Our Achievements|8| |��|9| |Partnership|10| |A Year In Pictures|11| |Techmate|12| |Two Trees|14| |Social Support Groups|16| |Trust Project|17| |Trust Discharge Project|19| |JCare|21| |Opportunity and Change|23| |CPP|25| |Our Funding|27| |Future Plans|28| |Trustee Involvement|29| |Trustee Report|31| |Statement of Financial Activities|33|

----- End of picture text -----

Foreword by Chair of Trustees

This last year has been every bit as busy as the previous �� reported on Improving Lives progress during the Covid ��

The charity has gone from strength to strength and in February 2022 we celebrated our 10th anniversary with a tea party at the Council House where we were joined by those ��

�� her 2 year secondment and made the decision to move on to �� to Improving Lives and the people who use the service, from ��

��

�� As always with small charities funding is an ever present ��

�� Community Fund grant to enable us to continue our work with people with mental health problems in Nottingham but are waiting to hear about funding from Nottinghamshire �� source of referrals and Improving Lives has been providing enormously important support for some of the most ��

The last year has seen the resignation of one of our �� those who have actively participated with us over the last few ��

�

Thank You, Mike Harris Chair of Trustees

Improving Lives Annual Report 2021-2022

Page 1

Organisational Structure Improving Lives

The directors of the company are known as charity trustees �� broad diversity of skills when a trustee wishes to retire, new �� are currently �� trustees who meet every six to eight weeks ��

�� the Board and the Business Manager has regular meetings �� to Lloyds Bank Foundation until January 2022 and resigned �� complex health and social needs an individualised service to enable them to manage the challenges they face and believe ��

March 21 - Febr�ary 2�

Ben Staples

Sue Kernahan

Bhaveen Jobanputra

Ola Junaid

Page 2

Organisational Structure

National Lottery Community Fund Nottinghamshire Healthcare NHS Foundation Trust Nottinghamshire Police and Crime Commissioner JCare Nottingham Charity ESF and National Lottery Postcode Lottery and Lloyds Foundation

Page 3

Foreword by Kerry Devine, CEO

This year marked our 10th anniversary as a charity and we were proud to be able to celebrate that landmark with an event at the Council ��of people who have become part of the extended Improving Lives community during that time; from people who use the service to grant managers and people from local voluntary sector organisations as well ��

In contrast to 2020 the world gradually began to open up again in 2021 and with it the Improving Lives team grew and developed, becoming �� Covid�� vaccination� we supported people to book and attend their �ovid vaccination appointments and we were relieved and pleased to note ��

��an option for people to meet��there was a transition from online to face to face groups starting with a monthly walking group from March 2021 �� 2021 and now that we have access to an outside space we are hoping to start a gardening group as well!

�� extremely fortunate to have been granted the funding for a new �� future remains challenging as the funding for two of our other projects came to an end during the year, but we remain optimistic that we will ��

Page 4

The Team

Kerry Devine (f/t Joint CEO) Victoria Burrows (p/t Joint CEO -resigned March 2022)

Josh Wood (f/t Business Manager) Rachel Hollands (p/t �ounsellor on the� Opportunity and Change Project)

Paul Ainger �� Guy Askadsky �� JCare Project)

Jennie Birch (p/t Fundraising and

�� Claudia Moses �� Judith Fairbairn �� JCare��)

Rosie Allen ��

�� �� 2020-March 2022)

Regan Lamont ��

Mariani Jasmin �� from May 2021)

Tina Bowen �� July 2021)

Yannick Lulengula �� July 2021-Jan 2022)

Charlotte Jones (p/t Administrator from January 2022)

Pictured (left to right): Rosie, Holly, Jennie, Claudia, Judith, Charlotte, Regan, Rachel, Mariani, Paul, Kerry and Josh

Page 5

The Support We Provide

Emotional Support

�� issues such as coping with abuse or caring responsibilities for family ��

Promoting engagement in statutory services

Helping beneficiaries to access GPs, Dentists, mental health services and hospital appointments; accessing housing providers and the Job Centre; attending Social Care assessments; accessing an Occupational Therapist; and applying for care packages.

Advocacy Support

In relation to a wide range of services and issues, including navigating ‘the system’ and gaining access to the right person or support service; addressing issues with medication; raising issues on ��

��

�� supporting letters for ESA, PIP and disabled student allowance; contacting ��

Cost of living issues

Applying for reductions in rent or mortgage payments and Council Tax charges; contacting utilities companies and seeking warmer homes discounts and reductions in gas or water bills; obtaining payment plans; accessing small grants for household items; and ��

Page 6

Meeting basic living needs and promoting independence

�� collections, and tackle hoarding; managing bills and tv licenses; applying for a mobility bus pass; establishing a daily routine, obtaining food, ��

Accessing specialist advice and support

��

Digital Support

�� provide guid�nce on browsing the internet safely and potential risks ��

Accessing community services and activities

Such as attending community centres, gyms and local nature projects; going on trips; accessing befriending and parenting support; plus services that can help provide basic necessities such as food, clothing ��

Having a voice/accessing basic rights

��

Housing and Home Safety Issues

�� options and bid for properties; achieving home repairs including new kitchen equipment and window replacement; accessing a home needs assessment and obtaining safety equipment and household adaptations such as handrails and gas safety assessments; dealing with pest infestations; accessing services such as boiler repair, garden ��

Page 7

What We Do and Our Achievements

Improving Lives Company Articles state that the Company’s objects are:

The relief of those in need in particular but not limited to providing one-to-one support services to adults with complex health and social needs in Nottingham City and Nottinghamshire and nationwide advice.

�� people have been supported to �� hospital appointments

Our main objective is to support adults with ��

��

Providing high quality one-to-one support focussed on reducing the risk of people having a mental health crisis
Long term contact with the people who use the service in order to reduce social ��one-to-one�� and volunteers and one-to-one phone or

�� different people attending groups

��
Access to technology to reduce digital exclusion

Page 8

----- Start of picture text -----
Mixed Heritage
Asian 3%
7%
Black
14%
MEN
White
76%
Men
Women 48%
52%
Mixed Heritage
11%
Asian
5%
Black
14%
WOMEN
White
70%
----- End of picture text -----

People with severe mental illness in Nottingham have an extremely high premature �� facing a mental health crisis and Nottingham City is facing an extremely high ��

�� the aims for local mental health services in Nottingham and these include reducing inequalities and narrowing the gap between life expectancy for people with serious mental illness and the rest of the population by three years, ensuring everyone can access mental health services in the right place, at the right time and delivering parity of esteem – so that mental ��

Our community aims to address the challenges faced by people with mental health ��

Page 9

Partnership Working

Improving Lives partnership working has grown over the past year, always maintaining at its heart the partnership with the people who use the service and ensuring their voices are �� Lottery project - Your Journey - and �� person has even taken part in interviews on the radio and ��

Our CEO has continued to attend the Public and Patient Engagement Committee, which reports into the local �� views and needs of people with mental health problems and multiple disadvantage are heard and taken into ��

�� a social research project with Nottingham Trent University, �� Council, aimed at identifying future research priorities in the ��

Our service is known locally for supporting people with �� work closely with Local Mental Health Teams, Adult Social Care Teams, the multi-agency Complex Person’s Panel and we regularly attend SMD (Severe Multiple

Disadvantage) meetings held with a wide range of local ��

�� partnership with a wide range of organisations who want �� that Shoosmiths Solicitors remained our corporate partner �� H��H�lf Marathon! We have also had invaluable support from Ca rtwright Communications who have sup ported us with marketing and communications and helped us to promote the service and t he positive ��

Page 10

CLAVDIA 120762 SANTINO &. 120205 Po9e 11

Techmate:

�� and Postcode Lottery a project was �� People have been loaned a tablet or laptop and many more have been provided with ��

Page 12

Case Study - Michael

�� groups!

As our face-to-face groups were postponed at the start of the pandemic, Michael would have been isolated without the group �� however Michael was initially unable to access it without an ��

�� with the provider to install an internet line more quickly given �� s��f ��s��

Page 13

Two Trees

Funded by the National Lottery Community Fund

----- Start of picture text -----
��
��
----- End of picture text -----

�� one-to-one-�� �� �� service has also developed to help to reduce social isolation and provide a continuing ��

The aim is to work with people who are in or leaving secondary mental health services to enable them to address the challenges they face with day to day �� �� �� ��

----- Start of picture text -----
��
��
our
----- End of picture text -----

��one-to-one�� �� �� one-to-one�� �� ��

As other projects closed, where the need for support remained, people were transferred to our �� has thereby enabled Improving Lives to ��

Page 14

Lily - in her own words

I started working with my support worker in �� prison; I was homeless with my 2 year old son, and was at the time being assessed by social services to determine whether my child �� come so far in 9 months, and my support worker has been there to support me every �� with the social workers and gave them vital feedback as to how well I was doing; even just the fact that they knew she was on board �� a couple of months, they closed our case and left us in the capable hands of my support worker, knowing what a great job she was ��

It’s not just the moral support of being there during this uncertain time in my life but the practical advice she’s given me, the meeting up with us at the park when I just needed to get out, the emotional support of having someone to vent to and the way she would always have a solution to any problems I was ��

My support worker arranged a van to help �� and wouldn’t settle until they gave me a quote �� she met me at my old property and assisted me with everything from carrying my things downstairs, loading the van and even gave �� arrived at my new property and it was in an ��

We need more organisations like Improving Lives, that make a positive impact on people’s lives.

I cannot stress how beneficial this service is to me and my children.

My support worker went straight upstairs and cleaned my bathroom and separate toilet before I even had chance to see it I can only imagine the state it was in and this is just one �� She drove me back to my old property and demanded they sort the gas and electricity out ��

made sure I had healthy nutritious food as she was worried I wouldn’t have time and energy to make sustainable meals for myself and my son due to all the work I had to do sorting out the new property, again going extra miles for ��

If my support worker knows I’ve had a lot going on she checks in on me, which shows me that she genuinely cares about her service �� in line with my little boy’s nursery hours so she can give us a lift to/from school which really helps me out especially now we have �� me and my support worker always keep our relationship professional I can talk to her about absolutely anything that’s bothering �� from chasing my prescriptions to attending �� of call if I have any problems, often before my own friends and when other organisations �� It’s hard to put into words what a great asset �� mental health issues and my support worker’s support and encouragement has given me my ��

Page 15

Social Support Groups

�� restrictions were lifted we kept in touch with people online, with phone groups once a month and we sent nature ‘support packages’ to people �� to be able to meet in person again and the groups have become �� Mental Health Awareness week event, in October, which we held in St Johns church hall in Carrington: a wellbeing afternoon with exercise, �� grandchildren to enjoy an experience that they otherwise wouldn’t have ��

Befriending

�� service but there have also been video calls, emails and 7 people have ��

Page 16

Trust Project

Our contract with the Nottinghamshire Healthcare NHS Foundation Trust was �� during the 12 months period from 1 October �� was extended for a further six months to the end of March 2022 (for an additional 17 ��

[it’s] helpful to have someone checking in on me. I don’t feel so alone.

�� were in or leaving secondary mental health services before closing our waiting list in the �� people were provided with phone support �� received face to face support for a total of over ��

Page 17

Case Study: James

James is a twenty-four-year-old man �� experiences auditory hallucinations �� conversations from neighbours who �� his neighbour is deliberately trying to �� his days trying to avoid his neighbour and uses earplugs to fall asleep at �� in his past, mixing with other people ��

James was referred to Improving Lives by his CPN in October 2021 for support to expand his social network and help �� Since then, he has worked with his

�� goals such as returning to college and �� independently and to feel comfortable mixing with other people in a group ��

James initially met with his Support �� some encouragement he started to feel �� helpful, as he was “able to get away ��

James has been supported to achieve his goals, one of which includes building

�� This can be seen as he now attends our �� also attended a pantomime with other service users in December 2021 and more recently attended Improving Lives’ 10th-anniversary event at the Council �� starting a Level One Plumbing course at Nottingham College in September and has recently started part-time work in a local charity shop, both of which ��

James commented about the support he receives from Improving Lives as “helpful to have someone checking in on me. I don’t feel so alone”.

Page 18

Trust Discharge Project

��

Page 19

Case Study: Louise

Improving Lives began supporting Louise, �� following her recent discharge from �� an attempt to end her own life by jumping �� Thankfully, Louise’s foot got stuck on a lower-level balcony which prevented her ��

Initially on working with Louise, the main areas of support were based around emotional support and motivation to maintain self-care and gain a sense of self �� and anxiety which impacts on her day �� also lives with physical health issues and experiences a lot of anxiety at night times due to fearing she may not wake up due to the damage alcohol has caused to her ��

At the time of meeting Louise she was on �� Whilst Louise took full responsibility

for her actions, the remorse and guilt were crippling for her and the fear of losing both the relationship and her positive future as �� many positive qualities: honesty, empathy, kindness and is intelligent with a wonderful sense of humour, so a lot of the work was around non-judgmental listening, to increase Louise’s sense of self-worth and self-esteem and to not lose hope of a ��

Louise broke her bail conditions and was unfortunately remanded in custody and ,although this was hard for her, it has allowed her to become ‘unstuck’ from the fear of what may happen and has resulted in her having a renewed level �� in custody, Improving Lives provided written supporting evidence for the Court and on release, support moved to maintaining Louise's motivation and to

to increase her level of �� her to Nature in Mind where she has enjoyed taking part in outdoor activities �� support was initially only meant to be for 6 weeks, this was extended due to Louise’s situation and one-to-one support ended in �� this disappointing, it has also spurred her on to attend our social groups, including mindfulness and she also hopes to attend ��

Currently, Louise is doing very well in attending all her appointments with Probation, Women’s Centre and alcohol �� taking care of both her physical and mental health by starting physiotherapy, eating well, reducing her alcohol intake, and involving herself in community events, such as walks, tai-chi and mindfulness �� :

��Lives and getting support has helped me find my positivity ag ain."

Page 20

JCare

Nottingham JCare is a charity that provides funding to Improving Lives to provide a service to people from or connected with the Jewish Community in Nottingham C�� Lives helps to organise and support people to attend �� More than 60 people have received support during the �� one-to-one��and ranges from emotional support to helping people to �� information to people in the community as well as practical support whether that’s taking people for their Covid vaccinations, completing a census form, or going with ��

As her Support Worker learned more about her life, her needs, and her values she was able to provide relevant information to Mrs Marsh so that she could make her own decisions and keep control of how she chose to live her life.

Page 21

Case Study: Mrs Marsh

��

Following the death of her husband and a decline in her own health Mrs Marsh began to feel that she wanted a little more ��

�� values she was able to provide relevant information to Mrs Marsh so that she could make her own decisions and keep ��

��

Page 22

Opportunity and Change

All participants are people with multiple and complex needs in the following areas: Housing Stability, Mental Health, Substance Misuse, �� Improving Lives, and other partnership agencies, all participants across D2N2 can take part in a single, bespoke training programme �� self-referrals, by contacting Framework, as long as the person has the right to live and work in �� The counselling service has continued to be successful and our counsellor adapted her service to provide phone and virtual counselling, which has continued since lockdown eased, but with the option of face to ��

Page 23

Case Study: Joanne

Joanne was referred to counselling at Improving Lives by her ��

Joanne had a long history of misuse of drugs and had been ��

She had previously been in a physically and emotionally abusive relationship, where she was controlled and �� She felt that her emotions were overwhelming and that she was unable to manage them-this led to her pushing people ��

She was aware of what she called her ‘stroppy tantrums’ and ��

She felt a lot of anger and had never really felt able to express it, apart from through these outbursts and was not able to put in healthy boundaries for herself, trying to please others all the time, but ultimately leaving no time to look after ��

�� putting some boundaries in place and she began to explore �� Joanne wrote down some positives each day despite feeling �� She felt like she was ‘hiding herself’ and showing a ‘false self’ and using drugs had helped her ‘escape’ from reality, �� Through self-exploration and increasing curiosity she began

to accept all of herself and was able to be kind to herself, putting in boundaries with others so that she could pace herself and have energy to do the things that brought calm �� she was willing and not willing or able to do, developing her ��

Her GP has referred her for an ADHD assessment for which she is still waiting but recognises that, label, or not, she is learning how to express and manage her emotions in a ��

She has learnt to pace herself, recognise when she is overstimulated and give herself time to recharge her ��

Therapy is helping me to improve myself. I have become more self-compassionate, been dealing with feelings I haven’t before-it has been a roller-coaster, but using drugs to blank it all out was a million times worse……I used to think I was broken but I love the way I am now, I want to take care of me and I haven’t had a

proper meltdown for 5 months.” Previously she said that she was fearful of the future... “what next...?” but now says she is “excited for the future.

She no longer bottles things up, uses more positive self-talk and has joined a peer support group and feels she is now ��

Page 24

I very much value all that my Support Worker paid attention to for me, she made sure that I was getting all the help that I needed from welfare rights to mental health support and so much more. She has done all that she could �� of ways.

Page 25

Maria was referred to Improving Lives in January 2021 by her Housing Patch Manager, following discussion at the Complex Persons Panel, for support with social isolation and �� feeling frustrated around her housing situation �� very low periods with her mental health and �� Throughout our work with Maria, we �� frustrations was the Covid-19 pandemic �� accepted a referral for talking therapy and began acknowledging these issues, allowing her to develop healthy coping mechanisms and refocus her energy on creating positive �� 1-1 support with Improving Lives came to an end, but Maria now attends the Arts and Crafts social groups which she is thoroughly enjoying ��

Maria has kindly provided a statement to sum up her experience with Improving Lives: “Thank you to Improving Lives for accepting �� I was a total mess before I was referred to �� is very apt and my life has certainly been ��

�� me to make sense of a lot of things and also �� neighbours who were making life incredibly ��

�� paid attention to for me, she made sure that I was getting all the help that I needed from welfare rights to mental health support and so ��

There is much more I could thank you for, �� feeling so much gratitude for your service, I’ve needed time to gain some composure before typing this statement as I kept becoming emotional each time I’d attempt to write this �� help and support has been so priceless that it �� I value Improving Lives, I value my Support ��

I shall write here loosely along the lines of �� few days of working together on my case :

“My case has been closed and we are no longer going to be in regular communication but please…just know… �� to my life, I will always cherish and value all your kind help, I will not forget this kind help from Improving Lives and from my Support Worker. You have made an �� it is something that will always remain with me, thank you for leaving a positive imprint in my life, thank you very much.” Thank you for your time, I wish Improving Lives all the best.”

Page 26

Our Funding

Lloyds Bank Foundation: ��

European Social Fund and the National Lottery Community Fund: �� Better Opportunities project – Opportunity and Change, jointly funded by the ESF and National Lottery, which supports adults with multiple ��C��

Police and Crime Commissioner: �� d in December 2021.

Donations : We must not forget the kindness shown by individuals and groups who have generously donated to Improving �� St Mary’s Relief in Need, The Blakemore Trust, Arnold Clark, The Bramley Trust and Gwyneth Forrester Trust and a number of other kind and generous people and organisations who ��

Page 27

Future Plans

Our new National Lottery Community Fund project, Your Journey, includes funding for a Volunteer Co-ordinator and we are excited to be able to expand our volunteer befriending to not only continue by phone, as this has been very successful, but also to develop the face to face volunteering option. We also hope to be able to increase our offer of groups, to include a gardening group and also potentially others as well.

Our support from the local community has grown with the support of our Fundraising and Communications Officer and we look forward to working in partnership with more businesses and individuals over the coming year, enabling them to join us as part of the extended Improving Lives community. With their help we would like to develop the service further and return to our roots by employing a support worker whose role it is to work with people who self refer to the service.

To this end we have also started a paid for counselling service with the aim of enabling the support service to be more . sustainable. We hope the counselling service will go from strength to strength in the year to come

Page 28

Trustee Involvement

This year has provided a period of relative stability and ��B��member resigned, after 7yrs and she commented that it had been a rewarding experience to be part of such a committed �� place due to the ease, safety and accessibility of these over ��

People who use the service have been invited to the virtual board meetings to give feedback directly to the trustees and have �� greater understanding of their needs and their experience of the organisation as well as to be more involved in the governance �� six��in between these the trustees work with the CEO and Business Manager, providing advice and support within their range of �� for the future development of the service aimed at increasing its ��

This year one of our trustees became involved in reviewing the quality of the service for men from culturally diverse communities; interviewing the men the team are working and discovering the positive work that had been achieved and where improvements could be made, including ensuring that the new website is more ��

One of our trustees continues to volunteer in the service: both in terms of contacting people for feedback when their one-to-one �� The board conducts a review of major risks to the charity and this ��

Page 29

The Reserves �olicy

The Board of Trustees have set a reserve policy of £196,000 which is the equivalent of six months running costs for the �� Our Reserves Policy has nearly been met this year through planned operating surpluses. However, the Management Committee is �� is��will be maintained in the coming year, given the budget for unrestricted spend. �

��

Custodian trusteeship

��

Page 30

Tcuslees, Repo SlaEemenE OF TfusEees' Responsibililies The trustees (who are also the directors of Improvlng Lives Nott8 Ltd for Iho purpose8 ol company law) are responsible for preparing the trustees, report and the financial statements In accordance wllh Ihe Unlled Klngdom Accounllng Slandards (United Kingdom GenerallyAccepted Accounting Pral¢e} and applicable law and regulations. The report and account8 have been prepared in accordance with the provisions in the Companies Act 2006 relating to small companies. Cornpany law requires the trustees to prepare ffinancial statements for each financlal year. Under company law the trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company and of rts incoming resources and application of resources, including its income and expenditure, for that period. 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,, and prepare the financlal statements on the going concem basis unless It Is Inappropriate to presume that the charitable company will continue in business. The trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charitable company's transactions and dlsclose with reasonable accuracy at any time the financial posltion of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the chartiable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Small companies provision statement This report has been prepared in accordance with the small cornpanies regime under the Companies Act 2006. The annual report was approved by the trustees of the charity on ..1310612022 and signed on its behalf by: Dr Michael j Trustee ej Harris Poge 31

Independent Examiner’s Report to the Trustees of Improving Lives Notts Ltd (‘the Company’)

I report to the charity trustees on my examination of the accounts of the company for the year ended 28 February 2022.

Responsibilities and basis of report

As the charity’s trustees of the 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 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 2011 (‘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 Company’s gross income exceeded £250,000 your examiner must be a member 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 member and Fellow of the Association of Charity Independent Examiners, which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or
the accounts do not accord with those records; or
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
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)].

5.

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.

......................................

John O’Brien MSc, FCCA, FCIE, employee of Community Accounting Plus Fellow of the Association of Charity Independent Examiners

01/07/2022 Date:.............................

Improving Lives Annual Report 2021-2022

Page 32

Statement of Financial Activities for the Year Ended 28 February 2022 (Including Income and Expenditure Account and Statement of Total Recognised Gains and Losses)

----- Start of picture text -----
Note Unrestricted funds £ �� Total 2022 £ Total 2021 £
Income and Endowments from:
Donations and legacies 2 �� - ��
Charitable activities � 61 ��
Investment income � 14 - 14 170
Total income �� 407,691 ��
Expenditure on:
Charitable activities 6 (2,262) ��
Total expenditure (2,262) ��
Net income/(expenditure) ��
Transfers between funds (99) 99 - -
Net movement in funds 76,090 ��
��
Total funds brought forward ��
Total funds carried forward �� 194,216 ��
----- End of picture text -----

��

Improving Lives Annual Report 2021-2022

Page 33

Statement of Financial Activities for the Year Ended 28 February 2022

(Including Income and Expenditure Account and Statement of Total Recognised Gains and Losses)

��

----- Start of picture text -----
Note Unrestricted funds £ �� Total 2021 £
Income and Endowments from:
Donations and legacies 2 �� - ��
Charitable activities � ��
Investment income � 170 - 170
Total income ��
Expenditure on:
Charitable activities 6 ��
Total expenditure ��
Net income 4,790 ��
Transfers between funds �� -
Net movement in funds 29,610 ��
��
Total funds brought forward ��
Total funds carried forward ��
----- End of picture text -----

Improving Lives Annual Report 2021-2022

Page 34

(Registration number: 05986266) Balance Sheet as at 28 February 2022

----- Start of picture text -----
Note 2022 £ 2021 £
Fixed assets
Tangible assets 9 - ��
Current assets
Debtors 10 ��
Cash at bank and in hand 11 ��
��
Creditors: Amounts falling due within one year 12 (7,994) ��
Net current assets ��
Net assets ��
Funds of the charity:
��
��
Unrestricted income funds
Unrestricted funds 194,216 ��
Total funds ��
----- End of picture text -----

Improving Lives Annual Report 2021-2022

Page 35

For the financial year ending 28 February 2022 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. Directors, responsibilities: The members have not required the charity to obtain an audit of its accounts for the year in question in accordance with section 476; and The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts. These financial statements have been prepared in accordance with the special provisions relating to companies subject to the small companies regime within Part 15 of the Companies Act 2006. The financial statements on pages 33 - 49 were approved by the trustees, and authorised for issue on 1310612022 and si ned on their behalf by: Dr Michael (Mike) Harris Trustee Poge 36

Notes to the Financial Statements for the Year Ended 28 February 2022

1. Accounting policies

��

Statement of compliance

��

Basis of preparation

��

Going concern

��

Income and endowments

Voluntary income including donations, gifts, legacies and grants that provide core funding or are of a general nature is recognised when the charity has entitlement to the ��

Donations and legacies

�� require a level of performance by the charity before the charity is entitled to the funds, the income is deferred and not recognised until either those conditions are fully met, or ��

Grants receivable

��

Improving Lives Annual Report 2021-2022

Page 37

Notes to the Financial Statements for the Year Ended 28 February 2022

Expenditure

��

Charitable activities

��

Government grants

��

Taxation

��

Depreciation and amortisation

��

Asset class

Depreciation method and rate

��

Trade debtors

��

��

Improving Lives Annual Report 2021-2022

Page 38

Notes to the Financial Statements for the Year Ended 28 February 2022

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash ��

Trade creditors

�� current liabilities if the charity does not have an unconditional right, at the end of the reporting period, to defer settlement of the creditor for at least twelve months after the ��

��

Fund structure

��

Pensions and other post retirement obligations

��

Income from donations and legacies

----- Start of picture text -----
Unrestricted funds General £ Total 2022 £ Total 2021 £
Donations and legacies;
Donations from companies, trusts and similar
76,004 76,004 ��
proceeds
Gift aid reclaimed ��
Grants, including capital grants;
Government grants ��
��
----- End of picture text -----

Improving Lives Annual Report 2021-2022

Page 39

3. Income from charitable activities

----- Start of picture text -----
Unrestricted funds General
�� Total 2022 £ Total 2021 £
£
Grants & donations - ��
�� - 1,979 1,979 -
Miscellaneous income 61 - 61 -
Charitable activities - - - ��
61 ��9��40 ��9�301 �82�336
----- End of picture text -----

4. Grants and Donations

----- Start of picture text -----
Unrestricted funds £ �� Total £
-
European Social Fund ��
-
Nottingham J Care ��
-
Lloyds Bank Foundation 70,629 70,629
Media Trust - 2,000 2,000
-
National Lottery Community Fund ��
Notts Healthcare NHS Foundation Trust - ��
��
-
��
Commissioner
�� 20,000 - 20,000
�� - ��
�� - ��
Shoosmiths �� - ��
-
Anonymous grants & donations ��
-
Sundry donations ��
��
----- End of picture text -----

Improving Lives Annual Report 2021-2022

Page 40

5. Investment Income

----- Start of picture text -----
Unrestricted funds General £ Total 2022 £ Total 2021 £
Interest receivable and similar income;
Interest receivable on bank deposits 14 14 170
----- End of picture text -----

6. Expenditure on charitable activities

----- Start of picture text -----
Unrestricted General
�� Total 2022 £ Total 2021 £
Funds £
Advertising & promotion �� 2,971 ��
Dues & subscriptions 20 �� 1,766
Mobile phone 10 ��
Printing, postage & stationery �� 1,411 �� 2,209
Software expenses ��
Training costs ��
Evaluation fees - ��
Legal & professional - ��
-
Liability & business insurance ��
Payroll fees - 216 216 216
�� - �� 224
Motor expenses - �� 147
Bank charges - ��
�� 760 6,716 7,476 ��
Equipment, repairs & renewals 426 ��
�� - �� -
Travel & subsistence ��
�� - ��
Sundry expenditure 111 - 111 -
Depreciation �� - ��
2,262 ��
----- End of picture text -----

Improving Lives Annual Report 2021-2022

Page 41

7. Net incoming/outgoing resources

Net incoming resources for the year include:

----- Start of picture text -----
2022 £ 2021 £
��
----- End of picture text -----

8. Staff Costs

The aggregate payroll costs were as follows:

----- Start of picture text -----
2022 £ 2021 £
��
��
Social security costs 21,426 16,996
Pension costs ��
��
The monthly average number of persons (including senior management team) employed by the charity
during the year was as follows:
2022 No 2021 No
Average number of employees �� 11
----- End of picture text -----

��

Improving Lives Annual Report 2021-2022

Page 42

��

----- Start of picture text -----
Computer equipment £ Total £
Cost
At 1 March 2021 2,224 2,224
�� 2,224 2,224
Depreciation
At 1 March 2021 2,049 2,049
Charge for the year ��
�� 2,224 2,224
Net book value
- -
��
��
----- End of picture text -----

10. Debtors

----- Start of picture text -----
2022 £ 2021 £
Trade debtors - ��
Prepayments ��
Other debtors - 791
��
----- End of picture text -----

11. Cash and cash equivalents

----- Start of picture text -----
2022 £ 2021 £
Cash on hand ��
Cash at bank ��
��
----- End of picture text -----

Improving Lives Annual Report 2021-2022

Page 43

12. Creditors: amounts falling due within one year

----- Start of picture text -----
2022 £ 2021 £
Trade creditors 66 ��
Other taxation and social security ��
Accruals �� 2,076
7,994 ��
----- End of picture text -----

13. Obligations under leases and hire purchase contracts

Operating lease commitments Total future minimum lease payments under non-cancellable operating leases are as follows:

----- Start of picture text -----
2022 £ 2021 £
Land and buildings
-
�� 4,200
----- End of picture text -----

14. Charity status

�� trustees is liable to contribute an amount not exceeding £10 towards the assets of the charity in the event of ��

Improving Lives Annual Report 2021-2022

Page 44

15. Funds

----- Start of picture text -----
Balance at 1 March Incoming ��
Transfers £
2021 �� expended £ February 2022 £
Unrestricted funds
General
General fund �� (2,262) (99) 194,216
��
Opportunity and Change Project -
��
(ESF funding)
- - -
Postcode Lottery ��
J Care �� - 12,642
Two Trees Project (Lottery �� -
funding)
- - -
Lottery Covid 19 Uplift ��
-
Lloyds Foundation �� 70,629 ��
- - -
Lloyds 'Techmate' Adaption ��
National Probation Service �� - �� - -
-
Trust Project ��
Notts Police �� - -
Notts Victim Care 2,000 - �� - ��
Mindfulness (Awards for All) 2,112 - (2,179) 67 -
Media Trust - 2,000 (2,000) - -
Total restricted funds �� 99 ��
Total funds �� 407,691 �� - ��
----- End of picture text -----

��

Improving Lives Annual Report 2021-2022

Page 45

Funds cont.

��

Two Trees project (Lottery funding) - for those leaving mental health services, to prevent crises readmissions and support long term ��

Lloyds Foundation - contributing to core costs and providing an enhanced package of support including access to training and ��

��

National Probation Service - 1 year project of partnership work with NPS to support people under their service in Nottingham who are ��

��

Improving Lives Annual Report 2021-2022

Page 46

��

----- Start of picture text -----
Balance at 29 Incoming �� Transfers £ ��
February 2020 £ �� expended £ February 2021 £
Unrestricted funds
General
General fund ��
��
Opportunity and Change Project ��
(ESF funding)
- -
Postcode Lottery �� (1,672) ��
J Care �� (72,444) ��
-
Two Trees Project (Lottery ��
funding)
- -
Lottery Covid 19 Uplift �� (11,277) ��
-
Lloyds Foundation ��
- -
Lloyds 'Techmate' Adaption ��
National Probation Service 1,667 16,667 �� - ��
- -
Trust Project ��
Notts Police - �� - ��
Notts Victim Care - 2,000 - - 2,000
- -
Mindfulness (Awards for All) 2,246 �� 2,112
Total restricted funds ��
Total funds �� - ��
----- End of picture text -----

Improving Lives Annual Report 2021-2022

Page 47

16. Analysis of net assets between funds

----- Start of picture text -----
Unrestricted ��
General £ �� Total Funds £
Current assets 194,216 ��
Current liabilities - (7,994) (7,994)
Total net assets 194,216 ��
Unrestricted ��
General £ �� Total Funds £
�� - ��
Current assets ��
Current liabilities - ��
Total net assets ��
----- End of picture text -----

17. 3rd party funds

----- Start of picture text -----
��
Opening balances £ Incoming resources £ Total £
expended) £
J Care 111 �� (614) ��
111 �� (614) ��
----- End of picture text -----

18. Fees payable to Independent Examiner

During the period, the fees payable (excluding VAT) to the charity’s independent examiner are analysed as follows:

----- Start of picture text -----
��
£ February 2021 £
Independent examination 1,100 1,704
�� 120 216
1,220 1,920
----- End of picture text -----

Improving Lives Annual Report 2021-2022

Page 48

19. Taxation

��

20. Trustees remuneration and expenses

��
��

21. Related party transactions

During the year the charity made the following related party transactions: ��

�� ).�

Improving Lives Annual Report 2021-2022

Page 49

Contents

Foreword by Chair of Trustees

Organisational Structure Improving Lives

March 21 - Febr�ary 2�

Organisational Structure

Foreword by Kerry Devine, CEO

The Team

The Support We Provide

Emotional Support

Promoting engagement in statutory services

Advocacy Support

����������������������

Cost of living issues

Meeting basic living needs and promoting independence

Accessing specialist advice and support

Digital Support

Accessing community services and activities

Having a voice/accessing basic rights

Housing and Home Safety Issues

What We Do and Our Achievements

��������������������

�� different people attending groups

Partnership Working

Techmate:

Case Study - Michael

Two Trees

Funded by the National Lottery Community Fund

Lily - in her own words

Social Support Groups

Befriending

Trust Project

Case Study: James

Trust Discharge Project

Case Study: Louise

JCare

Case Study: Mrs Marsh

Opportunity and Change

Case Study: Joanne

Our Funding

Future Plans

Trustee Involvement

The Reserves �olicy

��������������

Custodian trusteeship

Independent Examiner’s Report to the Trustees of Improving Lives Notts Ltd (‘the Company’)

Responsibilities and basis of report

5.

Statement of Financial Activities for the Year Ended 28 February 2022

Notes to the Financial Statements for the Year Ended 28 February 2022

1. Accounting policies

Statement of compliance

Basis of preparation

Going concern

���������������������������������������������

Income and endowments

Donations and legacies

Grants receivable

Notes to the Financial Statements for the Year Ended 28 February 2022

Expenditure

Charitable activities

Government grants

Taxation

��������������������

Depreciation and amortisation

Asset class

Depreciation method and rate

Trade debtors

Notes to the Financial Statements for the Year Ended 28 February 2022

Cash and cash equivalents

Trade creditors

Fund structure

Pensions and other post retirement obligations

3. Income from charitable activities

4. Grants and Donations

5. Investment Income

6. Expenditure on charitable activities

7. Net incoming/outgoing resources

8. Staff Costs

��� ��������������������

��

��

��

��

��

��

��