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2024-03-31-accounts

Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

Charity No. 1147278

Trustees’ Report and Unaudited Financial Statements

For The Year Ended 31 March 2024

Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

CONTENTS

Page
Charity reference and administrative details 1
Trustees report 2
Independent Examiner’s report to the Trustees 14
Statement of financial activities 15
Balance sheet 16
Notes to the accounts 17

Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

CHARITY REFERENCE AND ADMINISTRATIVE DETAILS

FOR THE YEAR ENDED 31 MARCH 2024

Registered charity name Achieve Change & Engagement ACE
Charity registration number 1147278
Registered office 18 Sun Street
Lancaster
LA1 1EW
Trustees S Temple
P Callis
C Welsby
H Belbin
S Kay
N Middlehurst
E Harris
Independent Examiner MHA
Chartered Accountants
14 Mannin Way
Lancaster Business Park
Lancaster
LA1 3SW

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT

FOR THE YEAR ENDED 31 MARCH 2024

The trustees have pleasure in presenting their report and the unaudited financial statements of the charity for the period ended 31 March 2024.

The financial statements comply with the Charities Act 2011, the Memorandum and Articles of Association, and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

Reference and administrative details

Reference and administrative details are shown in the schedule of members of the board and professional advisers on page 1 of the financial statements.

The charity is known as “ACE”.

The trustees

The trustees who served the charity during the period are shown on page 1.

Structure, governance and management

Governing document

The charity operated as an unincorporated organisation from 2008 until it incorporated on 15 November 2011 and registered as a charity with the charity commission on 16 May 2012.

At a meeting on 15th March 2021 the trustees agreed to convert the existing Charitable Company from its current status to become a Charitable Incorporated Organisation (CIO) using the Foundation Model Constitution. In practice, the CIO becoming operational on 1 April 2021 with the Charity Commission recording conversion on 12[th] May 2021.

Trustees

The number of trustees shall be at least three. A trustee must be a natural person aged 16 years or older. Any person who is willing to act as Trustee, and is permitted by law to do so, may be appointed to be a trustee by decision of the trustees. Recruitment induction and training is conducted by existing trustees as necessary.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

Objectives and activities

The Charity's objects as outlined in its governing document are specifically restricted to the following:

Our vision

All children, young people and adults live in emotionally healthy communities where they are heard and valued and able to get help when needed.

Our mission

ACE works with children, young people and their families to support them to build emotional resilience, putting their voices at the heart of our work.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

Our work

The charity has undertaken the following overarching activities for public benefit in relation to its objects:

One-to-one work Group work ACE practitioners work with young people ages Groups of young people are worked with to 10 to 25 in a variety of settings on an individual support their emotional health and build basis to support them to improve their emotional resilience around specific issues including selfhealth. They are contactable via phone outside esteem, relationships or stress and anxiety. of the session time to help with any arising problems Participation

Participation

Referrals are taken from school staff, GPs, Groups of young people meet to gain mental health services, other services, parents information on mental health services or and young people themselves. education for children and young people and advocate on behalf of young people’s voice with The work is person-centred, solution focused, commissioners and decision-makers. and goal based.

Family work Work with the young person’s family was undertaken where this supported the work with the young person

We measure our work to evaluate improvements in emotional health and resilience.

Public benefit

We have referred to the guidance contained in the Charity Commission’s general guidance when reviewing our aims and objectives and in planning our future activities.

Context - KEY FACTS

In 2023, about 1 in 5 children and young people aged 8 to 25 years had a probable mental disorder. (20.3% of 8-16 year olds, 23.3% of 17-19 year olds and 21.7% of 20-25 year olds).

Among 8 to 16 year olds, rates of probable mental disorder were similar for boys and girls, while for 17 to 25 year olds, rates were twice as high for young women.

Children aged 11 to 16 years with a probable mental disorder were 5 times more likely than those unlikely to have a mental disorder to have been bullied in person (36.9% compared with 7.6%). They were also more likely to have been bullied online (10.8% compared with 2.6%).

Source: National Centre for Social Research report: Children and young people's mental health in 2023

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

Achievements and performance

ACE is a North Lancashire based charity which offers mainly individual and some group therapy sessions to young people aged 10 – 25 years who are experiencing mental health difficulties. ACE also provided specialist Cognitive Behavioural Therapy (CBT), Trauma Therapy and a specialist practitioner for young people on the Autism Spectrum Condition (ASC) pathway.

ACE supports post graduate students through their placements which facilitates a greater number of available appointments and specialities for ACE clients over the age of 18 years.

During the year ACE provided face to face appointments to a total of 324 young people. The length of interventions ranged from a few weeks to several months dependent on the complexity of the needs of the young person. A small number of young people had interventions lasting for over a year and several were transferred mid intervention from generic emotional health practitioners to specialist practitioners within the service.

ACE provide clinical supervision and case management to all our staff monthly. This provides support and learning for staff enabling them to improve their practice. Management is also on hand to support staff on a professional and safeguarding level, ensuring they are up to date with required training and personally identified training and latest knowledge.

During 2023/24, ACE has:

Funding Sources: ACE received funding from various organisations, including:

Feedback

The Trustees expressed their gratitude to the ACE team for their resilience and continued hard work in supporting both the charity and the individuals it serves.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024

Some reports on our major funding streams follow:

Lancashire and South Cumbria Integrated Care Board (ICB)

Young people aged 8 – 18 years received weekly individual therapy appointments in schools and external venues within Lancaster district and Fylde and Wyre. A small amount of work was done with the families of the younger children, in groups or individually.

The children and young people worked with were experiencing low to moderate anxiety, low mood, low selfesteem, difficulties regulating emotions, relationship problems and sleep problems. Many of the young people were finding school attendance difficult and were therefore not attending consistently.

ACE provided a specialist practitioner who worked with young people who were neurodivergent to assist both them and their families through the emotional health difficulties that the young people were experiencing. These young people have managed to attend school, have improved school attendance and are able to more frequently visit family and friends. Young people learned to identify and manage behavioural triggers thus improving their relationships. Many of the young people worked with identified as LGBTQI+.

ACE provided support based on individual requirements. The length of weekly intervention ranged from 6 weeks to several months. This flexibility allowed the practitioners to build strong relationships with the young people who were experiencing the greatest difficulties and offer longer term support to ensure that the service could meet their needs.

98% of young people show an average of 22% improvement in their mental health .

From feedback at the end of intervention young people reported:

Schools reported that the mixture of coping strategies and having someone to talk to and listen to them has increased the student’s confidence, reduced their anxiety and that pupils were more robust in coping with levels of anxiety. School attendance has improved and also the ability to form friendships within school. School staff reported that the ACE practitioners were professional and approachable.

Feedback

'Excellent sessions, I really liked the sessions. Because of my Autism I didn't want to do them at first but my ACE practitioner has really helped me to be more confident and happier. My Mum is really happy that I did the sessions. I understand now how my anxiety works, and I can control it better. Thank you for everything.' Young person

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

‘The students felt safe enough to talk to the ACE practitioner and wanted to see her. The Practitioner built the relationship very quickly. I think the mixture of coping strategies and having someone to talk to and listen to them has increased the student’s confidence and reduced their anxiety. School attendance has improved and also the ability to form friendships within school.’ School staff member

Children in Need – Specialist Trauma Therapy

Children in Need fund a Trauma Practitioner to engage with young people aged 10 – 18 and to work with the wider ACE Emotional Health Practitioner team to increase their knowledge in and support their assessment and response to symptoms of low level trauma in young people.

A total of 55 young people aged between 10 years and 18 years were seen on this project during the 2023 – 2024 year.

The two graphs below show the traumatic experiences recorded and the symptoms arising from those experiences by the young people attending ACE. The graph demonstrates that many had experienced several traumatic events and were experiencing many symptoms relating to these.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

Below is a selection of short individual experiences highlighting some of the work that was completed with young people within this project and the impact of the ACE interventions.

‘Throughout the therapeutic journey, S has been open to challenging their thoughts feelings and behaviours through the use of the hot cross bun model. We collaboratively worked on what healthy relationships look like and how to commence dating after CSA. This has enabled S to gain more control of their choices and build on their confidence. S benefited from understanding how the brain works in trauma and how it protects the person through dissociation when experiencing a traumatic event. Through psychoeducation, S was able to gain insight into their own reactions and behaviours and learnt to observe avoidant behaviours which was potentially damaging to their driver for change. S learnt how to instil boundaries and contracting to ensure safety of self, and for clarity of what is expected of self and others. This included learning to say no. Confidence and self-belief grew over the months and their resilience became evident when challenged with being bullied. S was able to stand their ground and challenge the behaviour of the bullies. Overall, S has grown in independence, selfsufficiency, confidence, and emotional health.’

‘Throughout we worked on boundaries and saying 'no' which reduced risk-taking behaviours, improved confidence, and helped Z understand, observe, and accept their vulnerabilities. This in turn supported empowerment, plus increased resilience and self-support. We explored somatic process which helped Z recognise early body senses to slow behavioural responses. Psychoeducation helped Z understand their brain patterns and fears, and why they reacted as they did. Grounding techniques supported Z in managing visual and auditory hallucinations, dissociation, and panic. Talking through historic traumatic events enabled Z to tell their story and reframe it through left/right brain work and challenging perspective to harness their experiences which significantly improved their emotional health. All aspects have helped Z reframe their life encouraging personal growth, confidence, empowerment, a sense of control, independence, and resilience.’

The Y.P completed questionnaires at the beginning, quarterly and end of their intervention with ACE. These demonstrated the impact of the therapy. The young people attending ACE on this project showed an average improvement in their mental health of 39.2%.

Below is a selection of feedback received from young people who have received intervention through this project.

‘J is the most wonderful, caring, open minded, non-judgemental being to ever exist. Talking, coping strategies and breathing techniques really helped. I no longer self-harm, have improved self-esteem and confidence. Family life, relationships and motivation have all improved. Thank you.’

‘J was lovely and really helped me understand what was going on in my head and why. I had J's number just in case I needed it. I felt trusted and knew that all conversations were confidential. Talking and listening was good. I was shown reasons why I felt anxious/ down and what may have caused these things. This helped me identify triggers and past traumas. I feel a lot happier and more confident within myself. I feel that I have a more sense of self and I am generally less anxious. I feel much better in myself and relationships with people have improved.’

‘The kindness I received from J and her understanding made me feel less alone with my suffering and I really felt listened to. I have learnt to understand certain things about my trauma better and that’s helped me feel more validated. I have learnt to cope better with my trauma. Thank you for your endless support and understanding. It has been a pleasure working with you.’

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

Children In Need small grant

ACE worked with young people aged 10 to 18 years who have poor emotional health and are experiencing psychological difficulties and some level of distress which prevents them from reaching their full potential. These young people have experienced family breakdown, difficult family situations, bereavement, domestic violence, neglect, abuse, who have been or are being bullied (for some, every day of their lives), The symptoms the young people display are varied. Many have high anxiety and/ or low mood; Many are unable to make and sustain friendships.

Most are unable to manage their feelings or behaviour, some self-harm and have suicidal thoughts. They are often isolated, have poor school attendance, get in to trouble in school and the community and are unable to cope with their life situation. There was also group work completed for young people Young people were seen individually and a group was run for young people who identified as LGBTQI+

ACE Practitioners worked with young people on the following key topics:

The outcome of the work completed, based on paired outcome measures from RCADS (Revised Child Anxiety and Depression Scale) questionnaires completed at start, quarterly and ends of intervention showed an average improvement of 24.39%

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

Feedback

‘The one-to-one support for our child was tailored to their needs and very personal. The coping strategies, mood diaries and talking to someone who understands /listening really helped. They have been able to attend an activity group because of the support given and are far less stressed. They have more confidence which has enabled them to meet new friends and experience new activities.’

‘Me and my mum are getting along better now…we still argue but when we’re ready we can come together and sort things out…I’m seeing my grandad more now and enjoy being spoilt when I stay over at his house during holidays…I’m not feeling as stressed about things now and have some ways to cope when things are getting to me…I’m talking more with people I trust which helps me cope better…I still get angry about things but feel I have more ideas about what causes this and what I can do to deal with it without things getting too messy…’

Angus Lawson Memorial Trust – Cognitive Behavioural Therapy work

A grant was received to fund the work of a Cognitive Behavioural Therapy (CBT) therapist two days a week and support two CBT students on placement. CBT is particularly effective for people suffering with complex cases of anxiety, depressions, phobias and Obsessive Compulsive Disorder. The project aims for:

The grant also supported the supervision of staff to improve learning and focus especially on positive endings to therapy.

Young people attended individual sessions weekly during the year April 23 – March 24. Outcome measures from RCADS (Revised Child Anxiety and Depression Scale) questionnaires at the start and end of intervention indicate the average improvement in their mental health was 33.1% for total anxiety and 34.7% for total anxiety and depression.

Below is an example of young people’s journeys on this project with ACE:

‘IS was referred to ACE as she was struggling to attend school as she was having panic attacks prior to attending and during school times. During treatment it became clear that IS struggles from Panic Disorder which was leading to symptoms of Agoraphobia. This developed into emotional school avoidance and complete isolation and withdrawal. IS also struggled with depression brought on by her struggles with her mental health. IS completed a management plan throughout the course of treatment and this was reviewed at the end of intervention. She also completed a relapse prevention plan as part of her treatment. She has demonstrated improvement in her ability to manage her cognitions and behaviours. She has developed her selected coping skills and tools and is committed to continue this development after intervention. The parent co-therapy approach has supported IS to sustain her improvements. Mum is very involved in helping IS manage her symptoms and will continue to do so in the future. IS engaged well in CBT for Panic and has developed her understanding of this disorder through psychoeducation. She is able to continue managing her symptoms through the skills and tools developed during intervention. IS has focused of gradual exposure during the final weeks of treatment and she has been able to accomplish goals that seemed impossible six months ago. She has reconnected with friends and family while her mental health has improved. They are very supportive and committed to continuing to be there for IS when she needs them. Since her engagement in CBT treatment, she has learnt to manage her responses better and this has supported the development of her resilience and supports her coping with negative environmental influences.’

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

Francis C Scott Charitable Trust

ACE provided 1-2-1 emotional health and well-being sessions to young people who had been struggling with a number of areas including relationships, family breakdowns and struggles with attending school.

Throughout this project we discovered that the mental health needs of the young people referred or self-referred to the project were more complex or multifaceted than expected. This seems to be increasing since COVID. ACE also received an increased number of referrals for young people with Autism or on the Autism (ASD) pathway.

ACE has worked with the young people to build their confidence, reliance and self-esteem as well as provide tools to help them in the future. This has been achieved through a person-centred approach, working with the young person to identify the best solution focused way forward. Some of this work has have been centred on using art, written word as well as areas of interest from the young person.

We used short term group work with young people to help them to move on from individual by using an art journaling programme to support them to build resilience. Unlike our 1 to 1 sessions, the group work was for a limited time from 3 to 8 sessions.

Where appropriate and with the young people’s consent ACE involved parents and carers in the support for their young person. This might have been for the young person to share what they were going through in a safe neutral space or sharing what they have achieved with the practitioner. Parents were often distressed that they were unable to help their child and appreciated being supported themselves and learning ways to better support their child This means that the young person has support outside of ACE and builds in sustainability for the future after our intervention.

The long-term impact of what ACE provided for young people has been shown to improve family relationships to prevent homelessness, to improve school attendance and attainment amongst other things. Young people reported that their confidence had improved enabling them to do things and access opportunities that they would not have felt able to do before. family life and relationships improved to positive sustainable ones. An important area young people and their families identified was coping skills and the ability to deal with what life threw at them better than previously. Young people saw all these things as long term benefit for their future live. This was especially strong for those that had grown up in a household where domestic violence was present. We measured the change in the young people’s mental health using a reliable validated assessment method. This shows us the overall improvement in young people’s mental health and also in particular areas, such as anxiety or low mood. From this we can calculate the percentage change in symptoms of poor mental health. For this project the average positive change was 22%.

Young person comments

“I liked how friendly and kind they were with me.”

“I felt very comfortable and that I wasn't being judged.”

“The fact you can self-refer, and all the staff have been friendly and welcoming. I can't thank J enough for helping me see the light again”

“My experience was fantastic, so my only idea is to allow for more young people to be seen by them.” “I am more motivated and able to work through things without having them hang over me for long periods.” “My family life has improved.”

“Helped with confidence and coping with anxiety”

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

Plans for future periods

During the year, ACE took part in a competitive tendering exercise for ongoing with Lancashire and Cumbria ICB. Ultimately the tender was not won and work previously delivered by ACE over a number of years was awarded to a large national organisation for delivery in a revised way.

This required ACE to consider its future as the charity continues to face the challenges of securing funding within a climate of often year-on-year funding from public bodies and much increased competition.

The charity has reviewed itself and identified areas of specialism on which to focus and is undertaking development work needed to strengthen management and staff supervision.

The charity is focussed on responding to the changing mental health needs of young people and filling a niche that is a gap in service provision.

Financial review

The detailed results for the charity are included in the Statement of Financial Activities.

The financial statements show total income of £217,497 (2023: £251,085) and expenditure of £236,363 (2023: £237,488) generating a deficit of £18,866 (2023: surplus of £13,597) for the year. This comprises of a deficit of £17,876 (2023: surplus of £14,497) relating to restricted funds and a deficit of £990 (2023: £900) relating to general funds into the next financial year, after transfers between funds.

Funds at 31 March 2024 comprise restricted funds of £79,295 relating to on-going projects, leaving unrestricted general funds of £23,883 in the budget for 2024-25 which will be invested in future activity.

Reserves

The charity reviewed its Reserves Policy in 2019 and following significant growth of funded project work agreed to hold reserves equivalent to three months running costs for its overhead costs. This is currently estimated to be £21,000 and current unrestricted reserves of £23,883 exceed this figure. Overheads are estimated based on costs not directly associated with project work which will ebb and flow as funding is secured and ends but includes primarily premises and administrative costs, management and administrative staff as well as estimated accrued redundancy liabilities.

The charity has reviewed itself and identified areas of development need to improve management and staff supervision and to respond to the needs of some young people who although improving have complex and multi layered needs that require long term support.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

TRUSTEES REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

Statement of Trustees’ responsibilities

The trustees are required to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of its financial activities for that period. In preparing those financial statements the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention of fraud and other irregularities.

January 14, 2025

This report was approved by the trustees and authorised for issue on the ........................ and is signed on their behalf by:

…………………………………… …………………………………… S Kay S Temple Trustee Trustee

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF ACHIEVE CHANGE & ENGAGEMENT ACE FOR THE YEAR ENDED 31 MARCH 2024

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2023 which are set out on pages 15 to 28.

Responsibilities and basis of report

As the charity trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

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 charity as required by section 130 of the 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

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.

Jack Steer BA(Hons) ACA

MHA Chartered Accountants 14 Mannin Way Lancaster Business Park Lancaster LA1 3SW

January 16, 2025

……………………..

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

STATEMENT OF FINANCIAL ACTIVITIES

FOR THE YEAR ENDED 31 MARCH 2024

----- Start of picture text -----
Total Total
Unrestricted Restricted funds funds
funds funds 2024 2023
£ £ £ £
Income from:
Donations and legacies 3 - 15,067 15,067 12,142
Charitable activities 4 - 202,430 202,430 238,943
Total - 217,497 217,497 251,085
Expenditure on:
Charitable activities 5 990 235,373 236,363 237,488
Total 990 235,373 236,363 237,488
Net income/(expenditure) (990) (17,876) (18,866) 13,597
Transfers between funds - - - -
Net movement in funds (990) (17,876) (18,866) 13,597
Reconciliation of funds:
Total funds brought forward 24,873 97,171 122,044 108,447
Total funds carried forward 12 23,883 79,295 103,178 122,044
----- End of picture text -----

All gains and losses in each period are included above.

All of the above amounts relate to continuing activities.

The notes on pages 17 to 28 form part of these financial statements.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

BALANCE SHEET

AS AT 31 MARCH 2024

----- Start of picture text -----
2024 2023
£ £ £ £
Current assets
Debtors 10 33,467 8,635
Cash at bank and in hand 100,356 176,978
133,823 185,613
Creditors: amounts falling due within
one year 11 (30,645) (63,569)
Net current assets 103,178 122,044
Total assets less current liabilities 103,178 122,044
Net assets 103,178 122,044
Funds:
Unrestricted funds 23,883 24,873
Restricted funds 79,295 97,171
Total funds 12 103,178 122,044
----- End of picture text -----

January 14, 2025 These accounts were approved by the trustees and authorised for issue on the ........................ and are signed on their behalf by:

…………………………………… …………………………………… S Kay S Temple Trustee Trustee

The notes on pages 17 to 28 form part of these financial statements.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

NOTES TO THE ACCOUNTS

FOR THE YEAR ENDED 31 MARCH 2024

1 Accounting policies

Legal form

Achieve Change & Engagement ACE is a charitable incorporated organisation (CIO) registered in the United Kingdom. The address of the charity, the nature of its operations and its principal activities are all detailed in the Trustees’ report and charity administrative details pages in these financial statements.

Basis of accounting

The charity constitutes a public benefit entity as defined by FRS102. The financial statements have been prepared in accordance with the accounting policies set out in note to the accounts and comply with the charity’s governing document, the Charities Act 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

The financial statements have been prepared on a going concern basis under the historical cost convention. The financial statements are prepared in sterling which is the functional currency of the charity and are rounded to the nearest £.

The significant accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all years presented unless otherwise stated.

Preparation of the accounts on a going concern basis

The trustees do not consider there to be a material uncertainty at this time, and there is a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus, the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

Taxation

The charity is recognised by the Inland Revenue as a UK Charity and is entitled to exemptions from corporation tax.

Income

Grants where the application of the grant is determined by the funder are included as restricted funds. Grants where there are no conditions set by the funders other than the general objects of the charity are included as unrestricted funds. Grants are accrued when any conditions on their receipt have been met and are deferred where conditions on their receipt have not been met.

Income with contractual service requirements are accounted for when the conditions to entitlement are met and accounted for within unrestricted income from charitable activities. No income is shown net of expenditure.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

NOTES TO THE ACCOUNTS

FOR THE YEAR ENDED 31 MARCH 2024

1 Accounting policies (continued)

Expenditure

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure has been classified under headings that aggregate all costs related to the category. Expenditure is recognised where there is a legal or constructive obligation to make payments to third parties, it is probable that the settlement will be required, and the amount of the obligation can be measured reliably.

Support costs are those which assist the work of the charity but do not directly represent charitable activities and include office costs and governance costs. They are incurred directly to support the objectives of the charity. Expenditure is inclusive of irrecoverable VAT.

Debtors and creditors

Debtors and creditors with no stated interest rate and receivable and payable within one year are recorded at transaction price. Any losses arising from impairment are recognised in expenditure.

Cash and cash equivalents

Cash held by the charity includes amounts held on call at banks.

Accumulated funds

Unrestricted funds - these are available for use at the discretion of the trustees in furtherance of the general activities of the charity

Restricted funds - these are subjected to restrictions on their expenditure imposed by the donor. The restricted fixed asset fund represents assets purchased from specific grants and funds future depreciation of those assets.

Financial instruments

The Charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the Charity’s balance sheet when the Charity becomes party to contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to offset the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic and other financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

The charity has no financial instruments that are classified as other financial assets.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

NOTES TO THE ACCOUNTS (CONTINUED)

ACHIEVE CHANGE & ENGAGEMENT ACE

FOR THE YEAR ENDED 31 MARCH 2024

1 Accounting policies (continued)

Impairment of financial assets

Financial assets are assessed for indicators of impairment at each reporting end date.

Financial assets are impaired where there is objective evidence that, as a result of one or more events that occurred after the initial recognition of the financial asset, the estimated future cash flows have been affected. If an asset is impaired, the impairment loss is the difference between the carrying amount and the present value of the estimated cash flows discounted at the asset’s original effective interest rate. The impairment loss is recognised in the statement of financial activities.

If there is a decrease in the impairment loss arising from an event occurring after the impairment was recognised, the impairment is reversed. The reversal is such that the current carrying amount does not exceed what the carrying amount would have been, had the impairment not previously been recognised. The impairment reversal is recognised in the statement of financial activities.

De-recognition of financial assets

Financial assets are derecognised only when the contractual rights to the cash flows from the asset expire or are settled, or when the charity transfers the financial asset and substantially all the risks and rewards of ownership to another entity, or if some significant risks and rewards of ownership are retained but control of the asset has transferred to another party that is able to sell the asset in its entirety to an unrelated third party.

Classification of financial liabilities

Financial liabilities and equity instruments are classified according to the substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the charity after deducting all of its liabilities.

Basic and other financial liabilities

Basic financial liabilities, including creditors, are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future receipts discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised. Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

The charity has no liabilities which are classified as other financial liabilities.

De-recognition of financial liabilities

Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

NOTES TO THE ACCOUNTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

2 Judgements and key sources of estimation uncertainty (continued)

In the application of the Charity’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amounts of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

Key assumptions, judgements and estimates

In the opinion of the Trustees’ there have been no significant judgements made in the process of applying the above accounting policies. There have been no key assumptions concerning future and other key sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year.

3 Income from donations and legacies

----- Start of picture text -----
Unrestricted Restricted Total Total
funds funds 2024 2023
£ £ £ £
Donations - 15,067 15,067 12,142
- 15,067 15,067 12,142
----- End of picture text -----

In the comparative year, all income from donations were restricted funds.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

NOTES TO THE ACCOUNTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

4 Income from charitable activities

----- Start of picture text -----
Unrestricted Restricted Total Total
funds funds 2024 2023
£ £ £ £
NHS Lancashire & Cumbria ICB (previously
Clinical Commissioning Groups) - 121,376 121,376 102,350
BBC Children In Need - 9,981 9,981 49,849
Community Foundation - - - 2,684
Francis C Scott - 20,775 20,775 27,550
Carnforth High School - - - 9,500
Westminster Foundation - - - 8,515
Masonic Charitable Foundation - 4,833 4,833 4,834
Heysham High School - 7,999 7,999 17,100
Angus Lawton Memorial Trust - 19,966 19,966 14,322
Awards for All - - - 2,239
CIN trauma - 17,500 17,500 -
- 202,430 202,430 238,943
----- End of picture text -----

In the comparative year, all income from charitable activities were restricted funds.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

NOTES TO THE ACCOUNTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

5 Expenditure on charitable activities

----- Start of picture text -----
Youth wellbeing and support
Unrestricted Restricted Total Total
Activity Funds Funds 2024 2023
£ £ £ £
Youth worker costs - 223,509 223,509 223,431
Fund raising expenses - 372 372 16
Insurance - 1,652 1,652 1,419
Office accommodation costs - 6,079 6,079 5,632
Payroll processing - 360 360 360
Advertising - - - 175
Travel - 366 366 1,009
Printing, postage and stationary - 176 176 294
Web design - 19 19 -
Membership & Accreditation - 50 50 35
Telephone - 1,379 1,379 1,276
Staff training - 53 53 65
Sundry - 1,058 1,058 2,876
Support Costs ( note 6 ) 990 300 1,290 900
990 235,373 236,363 237,488
----- End of picture text -----

In the comparative year, expenditure on charitable activities included £900 on unrestricted funds and £236,588 on restricted funds.

6 Support costs

----- Start of picture text -----
Total Total
2024 2023
£ £
Accountancy fees 990 900
Tax return 300 -
1,290 900
----- End of picture text -----

-22-

Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

NOTES TO THE ACCOUNTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

7 Net income/(expenditure)

2024 2023 Net income/(expenditure) is stated after charging/(crediting): £ £ Independent examiner's remuneration: - independent examination fee 990 900

8 Staff costs and emoluments

Total staff costs for the year were as follows:

Employment costs
Wages and salaries
Social security costs
Pension costs
The number of employees during the period was:		 2024
2023
£
£
190,579
179,970
4,723
4,620
2,629
2,646
197,931
187,236
Number of employees (all part time)
Charity Coordinator
Emotional Health & Wellbeing Practitioners		 2024
2023
No
No
1
1
14
13
15
14

No employee received emoluments of more than £60,000 during the year.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

NOTES TO THE ACCOUNTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

9 Trustees (and directors) remuneration and key management personnel

The key management personnel of the charity are considered to be the trustees.

No trustees were remunerated through the payroll of the charity, however, one trustee did receive payments from the charity as described in note 16 to the financial statements.

10 Debtors

----- Start of picture text -----
2024 2023
£ £
Debtors 33,258 8,426
Other debtors 209 209
33,467 8,635
----- End of picture text -----

Creditors: Amounts falling due within one year
Trade creditors
Accruals
Deferred income
Deferred income brought forward
Released in the year
Grants received in advance
Deferred income carried forward		 2024
2023
£
£
12,333
5,572
990
900
17,322
57,097
30,645
63,569
2024
2023
£
£
57,097
80,990
(57,097)
(80,990)
17,322
57,097
17,322
57,097

11 Creditors: Amounts falling due within one year

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

NOTES TO THE ACCOUNTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

12 Analysis of charitable funds

----- Start of picture text -----
At 1 At 31
April Transfers & March
2023 Income Expenditure gains/losses 2024
£ £ £ £ £
Unrestricted funds
General fund 24,873 - (990) - 23,883
24,873 - (990) - 23,883
Restricted funds
NHS Lancashire & Cumbria ICB
(previously Clinical Commissioning
Groups) 36,315 121,376 (132,280) - 25,411
Other:
BBC Children In Need 1,703 9,981 (7,334) - 4,350
Children In Need Trauma 7,008 - (7,262) 254 -
Francis C Scott 5,734 20,775 (27,053) 544 -
Resource Pack 1,445 - - - 1,445
PQASSO Cost Saving 1,800 - - - 1,800
Mark McQueen 2,684 - - - 2,684
OL Catholic High School 962 - (962) -
Westminster Foundation 350 - (690) 340 -
Active Lancashire 500 - - - 500
MUFC Fundraising 1,731 - (1,731) - -
Bay Leadership Academy - 7,999 (6,490) - 1,509
ALMT Funding - 19,966 (19,972) 6 -
Masonic Foundation 4,834 4,833 (4,834) - 4,833
CIN trauma - 17,500 (10,704) - 6,796
Highest point - 430 (320) (110) -
Other donations 32,105 14,637 (15,741) (1,034) 29,967
97,171 217,497 (235,373) - 79,295
Total funds 122,044 217,497 (236,363) - 103,178
----- End of picture text -----

NHS Lancashire & Cumbria ICB

The funding allows ACE to operate peer support groups, deliver participation and run one to one work in various schools and community venues across Lancaster, Fylde and Wyre for young people.

Some short term funding for research projects and a pilot to support specialist work was also received.

BBC Children In Need

Funding is used to reduce distress, improve the emotional health and wellbeing and build the resilience of children aged 11-18 outside of school hours.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

NOTES TO THE ACCOUNTS (CONTINUED)

ACHIEVE CHANGE & ENGAGEMENT ACE

FOR THE YEAR ENDED 31 MARCH 2024

12 Analysis of charitable funds (continued)

Children In Need Trauma / CIN Trauma

This funding supports ACE to deliver trauma focussed therapy to young people aged 10 to 19 years and to raise the skills of our wider team to recognise potential indicators of trauma and provide support. This work provides support to young people who have experienced traumatic events including emotional, physical and sexual abuse, exploitation, bereavement and domestic violence. Funding was renewed in September 23 for a further three years.

Francis C Scott

Funding allows ACE to work with young people to improve emotional health and build resilience for those that are at risk of becoming homeless and those who are aged 16 to 24 living in supported housing.

Resource Pack & PQASSO Cost Saving

These funds will be used to create and provide curriculum resources and will support the work of ACE through accreditation.

Mark McQueen, Masonic Foundation, MUFC Fundraising, Highest Point and Other Donations

Various grants, fundraised income and donations are used to support the aims and objectives of ACE, supporting young people to reduce anxiety, low self-esteem and social isolation and to improve emotional health and wellbeing to decrease school nonattendance at locations within Lancaster.

OL Catholic High School and Bay Leadership Academy

Fundraising and commissioning by the school allows ACE to place a worker in both schools offering person centred, solution focussed support for young people with poor emotional health.

Westminster Foundation

Funding for a family worker during a pilot project working with young people aged 11 – 25 who have poor emotional health together with their families in rural Lancashire.

Active Lancashire

Small grant to support a project encouraging the participation of young people in an outside challenge and the creation of a video.

Angus Lawson Memorial Trust (ALMT) Funding

Funding for a specialist Cognitive Behavioural Therapist to effectively support relevant young people referred to the service and support the clinical supervision of all practitioners in order to improve physical, mental health and well-being for all beneficiaries, increase self-esteem, confidence, reduce anxiety, social isolation and confusion.

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Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

NOTES TO THE ACCOUNTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

13 Analysis of charitable funds: Prior Year

Unrestricted funds
General fund		 At 1
At 31
April
Transfers &
March
2022
Income Expenditure gains/losses
2023
£
£
£
£
£
25,773
-
(900)
-
24,873
25,773
-
(900)
-
24,873
Restricted funds
NHS Lancashire & Cumbria ICB
(previously Clinical Commissioning
Groups)
Other:
BBC Children In Need
Banks Lyon Memorial Trust
Children In Need Trauma
Francis C Scott
Francis C Scott
Resource Pack
PQASSO Cost Saving
Mark McQueen
OL Catholic High School
Carnforth High School
MIND Grant
Westminster Foundation
LRGS
LGGS
Active Lancashire
MUFC Fundraising
Paid for support
Bay Leadership Academy
26,293
102,351
(92,328)
-
36,316
-
1,190
10,490
(9,977)
-
1,703
2,568
-
(2,568)
-
-
5,706
39,359
(38,057)
-
7,008
282
15,750
(15,521)
-
511
2,950
11,800
(9,531)
-
5,219
1,445
-
-
-
1,445
1,800
-
-
-
1,800
-
2,684
-
-
2,684
3,349
-
(2,388)
-
961
984
9,500
(10,484)
-
-
1
-
-
-
1
1,416
8,515
(9,581)
-
350
2,400
-
(2,422)
22
-
3,000
-
(3,134)
134
-
500
-
-
-
500
4,490
-
(2,758)
-
1,732
1,734
-
(1,734)
-
-
-
17,100
(17,100)
-
-
ALMT Funding
Awards for All		 377
14,321
(16,001)
1,303
-
765
2,239
(3,004)
-
-
Masonic Foundation
Other donations		 -
4,834
-
-
4,834
21,424
12,142
-
(1,459)
32,107
Total funds 82,674
251,085
(236,588)
-
97,171
108,447
251,085
(237,488)
-
122,044

-27-

Docusign Envelope ID: A6DD914C-8745-4FF2-92B4-0596840F2179

ACHIEVE CHANGE & ENGAGEMENT ACE

NOTES TO THE ACCOUNTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2024

14 Analysis of net assets by funds: Current year

----- Start of picture text -----
Unrestricted Restricted Total
Funds Funds
£ £ £
Fund balances at 31 March 2024 are represented by:
Current assets 24,873 108,950 133,823
Creditors: amounts falling due within one year (990) (29,655) (30,645)
23,883 79,295 103,178
Analysis of net assets by funds: Prior Year
Unrestricted Restricted Total
Funds Funds
£ £ £
Fund balances at 31 March 2023 are represented by:
Current assets 25,773 159,840 185,613
Creditors: amounts falling due within one year (900) (62,669) (63,569)
24,873 97,171 122,044
----- End of picture text -----

15 Analysis of net assets by funds: Prior Year

16 Related party transactions

The charity was under the control of the trustees during the current and prior period.

During the year S Temple, a trustee of the charity, invoiced the charity £8,240 (2023: £1,860) for project management fees. This amount includes expenses incurred. A balance of £8,240 (2023: £1,860) was due to S Temple at the year end.

During the year C Welsby, a trustee of the charity, invoiced the charity £6,000 (2023: £5,400) for rent in relation to office space.

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