REPORT OF THE DIRECTORS AND
UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025
FOR
INDEPENDENT ADVOCACY NORTH EAST
INDEPENDENT ADVOCACY NORTH EAST
CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025
| Page | |
|---|---|
| Report of the Trustees | 1 to 8 |
| Independent Examiner's Report | 9 |
| Statement of Financial Activities | 10 |
| Balance Sheet | 11 to 12 |
| Notes to the Financial Statements | 13 to 24 |
| Detailed Statement of Financial Activities | 25 to 26 |
INDEPENDENT ADVOCACY NORTH EAST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025
The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).
OBJECTIVES AND ACTIVITIES
Objectives and aims
The charity's objectives are 'the relief of poverty, sickness and the distress arising therefrom to persons in the North East (hereinafter called the area of benefit) by the provision of advocacy services, information finding and sharing - finding support and services to enable them to gain access to educational, economic, health, housing, leisure, social welfare they need and are entitled to.
Such other charitable purposes for the public benefit as are exclusively charitable according to the laws of England and Wales as the trustees may from time to time determine.'
The charity aim and mission statement is 'to enable the voices of vulnerable people in the North East to be heard, through the provision of a range of independent advocacy services, tailored to the needs of the individual'.
Significant activities
The main objectives and activities for the year have continued to focus on the provision of-
citizen advocacy generic case advocacy self advocacy statutory advocacy
These services are provided for people with -
Mental health issues and those who come under the Mental Health Act 2007 (IMHA) Lack capacity under the Mental Capacity Act 2005 (Dols RPR and IMCA) Eligible under the Care Act 2014 Physical disabilities and long term conditions People with Dementia Asylum Seekers and Refugees (ASR) (particularly those with mental health issues) and Young people with some form of disability in Transition from Children's to Adult services.
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INDEPENDENT ADVOCACY NORTH EAST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025
OBJECTIVES AND ACTIVITIES
Volunteers
The charity uses a combination of paid staff and volunteer citizen advocates to provide advocacy support on a 1:1 or group basis.
Over 12 volunteers are involved in the charity as -
executive committee members citizen advocates
The hours which volunteer advocates collectively contribute per week approximate to the equivalent of a part-time worker.
The charitable activities this year are -
Citizen Advocacy partnerships provides long term support for people with learning disabilities, communication difficulties, physical disabilities, mental health problems and dementia to express their wishes, make informed choices and be actively involved in decisions being made about their lives.
Case work provision for over 767 people with disabilities, mental health issues, vulnerable older people with dementia, Refugee and Asylum Seekers, people subject to Dols orders, qualifying patients who fall under the Mental Health Act 2007, people who are eligible under the Care Act 2014 and people who fall under the Mental Capacity Act 2005 and require an Independent Mental Capacity Advocate.
'Advocacy Clinics' for Refugee and Asylum Seekers, are usually held in North Shields.
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INDEPENDENT ADVOCACY NORTH EAST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025
ACHIEVEMENTS AND PERFORMANCE Charitable activities
The Citizen Advocacy Service has recruited and trained 5 citizen advocacy volunteers. We have supported 10 partnerships during the year.
Throughout the year our advocates worked with over 767 people. This includes people with learning disabilities, mental health problems (including the statutory IMHA service), subject to Dols orders (statutory Dols - RPR service), people who are eligible under the Care Act 2014, physical disabilities, ASR communities, vulnerable older people with dementia and people who require an Independent Mental Capacity Advocate under the Mental Capacity Act 2005.
IANE usually facilitates a weekly 'drop-in' clinic for asylum seekers and refugees communities in the Baptist Church in Howard Street (North Shields) as well as The Linskill Centre. These 'clinics' are unique to our charity and a particular focus on refugee and asylum seekers.
Evaluation of Achievement
We are continuing to develop evaluation tools to help us identify 'outcomes' arising from advocacy partnerships. Service user comments and feedback enable us to capture qualitative information to share with our stakeholders.
We also gather quantitative data through a variety of formats including advocacy agreements and evaluation forms to measure desired and actual outcomes, agreed with service users. Most Advocates complete an Advocacy Plan (depending on the case type) with the service user to record initial issues and preferred outcomes and also effectively maintain a record of contact, activities and outcomes achieved throughout the case and advocacy involvement. Again, this is service user led and adaptable.
Staff supervision and appraisals are utilised as opportunities to seek feedback on charity standards as well as organisational and professional development.
Volunteer support forums and supervision sessions are used to gain volunteer feedback and influence future training and supervision developments. Formal evaluation forms are also used for feedback.
We use external agencies to help us with our training needs, especially in specialist areas such as Speech and Language, Adult Safeguarding, Mental Health and Mental Capacity Law, Care Act legislation, VODA as well as Show Racism The Red Card (for equality and diversity).
We monitor and record all received 'Suggestions and Complaints' making agency changes in line with outcomes.
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INDEPENDENT ADVOCACY NORTH EAST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025
Charitable activities (continued)
Fostering good relations
In order to encourage good relationships between management committee, staff, volunteer, service users, funders and the local community we use the following opportunities for engagement -
We invite all members and service users (where applicable) to our Annual General Meeting.
We usually hold an annual 'Away day' for all Staff, Trustees, Volunteers and Members to discuss and develop organisational development including an annual review of the Business Plan.
We hold events during the volunteer week celebrations.
We have representation on local forums such as Local Authority Service Provider forums, SIGN-NT, Adult Safeguarding Performance and Partnership groups, Volunteer (Voda) Forum, Community, Voluntary Sector (CVS) events and Chief Executive Officers Group (Leaders Together).
We network with other local voluntary groups such as North Tyneside Mental Health Forum, Carers Centre, LDNE, Citizens Advice Bureau, Green Champion (Voda) and Community and Health Care Forum.
We have regular meetings with statutory commissioners and funders i.e. NTC and the ICB.
We attend regional and national advocacy forums i.e. Leaders in Advocacy and related meetings, when possible.
Information about our services are available at GP surgeries, Adult Social Care Gateway Team and related services, community centres, metro stations, our website and social media.
FINANCIAL REVIEW
Principal funding sources
Our principal funders are the Integrated Care Board (NHS), North Tyneside Council, as well as the Community Foundation Trust, Finn Family Foundation, Sir James Knott Trust and the National Lottery Community Fund..
Reserves policy
The executive committee has explored the charity's requirements for reserves in light of the main risks to the organisation. The aim is to build up unrestricted funds representing at least six months of the charity's normal expenditure. The reserves are needed to meet the working capital requirements of the charity in order to maintain the charity's current activities. The present level of reserves available to the charity of £90,385 falls short of a six month running cost target level.
Financial Position
Incoming resources in the year were £301,526 of this £88,225 related to restricted activities.
Despite sound financial management and the support of staff and volunteers, the charity has a deficit on unrestricted funds of £7,940. At 31 March 2025 total reserves were £107,737 of which £90,385 were unrestricted funds.
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INDEPENDENT ADVOCACY NORTH EAST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025
FUTURE PLANS
The Executive group are working to update the development plan. It is intended that the project will continue to provide advocacy services for all vulnerable people living in North Tyneside. The project has been commissioned to provide advocacy services for; the Statutory Independent Mental Health Advocacy, Deprivation of Liberty Safeguards - Relevant Persons Representative service and the Independent Mental Capacity Advocacy Service, Care Act advocacy, individuals with physical and mental health issues. Further funding is being sought to extend our ASR project, core funding, to attend groups with individuals with learning disabilities as well as new funding for Young People in Transition from Child to Adult Services (in special schools).
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
Independent Advocacy North East (IANE) is a charitable company limited by guarantee, incorporated on 14th February 2012 and a registered charity. The company was established under a Memorandum and Articles of Association establishing the objects and powers of the charitable company and is governed under its Articles of Association. In the event of the company being wound up members are required to contribute an amount not exceeding £1.
Recruitment and appointment of new trustees
Trustees are voted in yearly by the charity's membership at the Annual General Meeting (AGM) and Honorary Officers are voted in either at the AGM or from amongst the Trustees at the first meeting following the AGM.
The charity wishes to have a diverse committee which represents the community it serves and the responsibility for finding potential new executive members lies with the existing committee for the time being.
There is a written procedure for recruitment and selection of potential committee members, including the use of a skills audit, a preliminary meeting with the Chief Executive followed by an interview with the Chair and at least one other Trustee. This interview will include a discussion of any possible reasons for disqualification as well as any possible conflicts of interest.
Potential committee members are then put forward for election at the AGM or considered for co-option as a Trustee at other times of the year. Co-option may take place to fill any identified skills gaps or weaknesses within the committee membership. Any potential co-optees will be invited to attend at least two Executive Committee meetings as an observer and, following this, the Executive Committee will make a decision whether or not to invite the candidate to join as a Trustee. A majority of two thirds of the Trustees will be needed and there will be at least 14 days notice of the proposed co-option given to all committee members.
There will be not less than 3 members of the Executive Committee and not more than 15 committee members in total. Not more than 6 members may be co-opted but no-one may be appointed as a co-opted member if, as a result, more than one third of the members would be co-opted.
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INDEPENDENT ADVOCACY NORTH EAST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025
STRUCTURE, GOVERNANCE AND MANAGEMENT
Organisational structure
The Executive Committee members meet bi-monthly (six ordinary meetings per year). Meetings are formally minuted with an Agenda distributed one week beforehand.
Meetings must be quorate (i.e. attended by at least 3 voting members or 50% of the voting members, whichever is greater). All major decisions are made by the Trustees.
The powers of the Executive Committee members are outlined in detail in Independent Advocacy North East's governing document. Policies, employment practices, funding initiatives and strategic development plans are all the responsibility of the Executive Committee as a whole. Decisions are made by majority vote of the Trustees with the Chairperson having a second or casting vote.
Sub-groups act to take forward certain enquiries or the supervision of tasks relating to personnel, finance or organisational development issues as instructed by the Executive Committee but they may only report back and make recommendations. The Executive Committee retains its role as the final decision maker.
Staff may only operate within the remit of their job descriptions and make day-to-day management decisions. For example, stationery orders, purchase of stamps or petty cash items may be sanctioned by the Senior Managers but all expenditure will be monitored by the Treasurer, relevant Sub-groups and the Executive Committee as a whole. Staff may also be responsible for preparation of reports and budget sheets as instructed by the Executive Committee.
The Chief Executive (CE) is managed by the Executive Committee and has responsibility for ensuring effective day to day service provision and management of the organisation. The CE is responsible for ensuring that the charity delivers services and meets funding targets and is also responsible for supervision of the staff team and staff development.
Induction and training of new trustees
In a normal 'committee year' there will be Induction Training for all new committee members within the first three months of election or co-option. Each Executive Committee member will be emailed: Independent Advocacy North East's constitution, policies and guidelines and initial training days are arranged to cover these documents along with Executive roles and responsibilities. Other training days cover the charity's funding situation and development plans.
There is an annual skills audit, Based on this audit there is an active recruitment drive for potential new committee members. Informal meetings are held with potential new Executive Committee members and Executive Committee observations are arranged in preparation for the AGM.
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INDEPENDENT ADVOCACY NORTH EAST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025
STRUCTURE, GOVERNANCE AND MANAGEMENT
Related parties
Independent Advocacy North East is a small, independent charity and not affiliated to a national body or other organisations.
It does network with other statutory and voluntary organisations through various local and national forums in order to establish good community links for its service users (eg Leaders in Advocacy, CA Coalition, Carers Centre, CAB, AGE UK, LD: North East, VODA, NCVS, Community Disability & Mental Health Teams, LDNE, Adult Services Gateway Team and Community Health Care Forum) but as an advocacy provider it must remain independent from other service providers.
REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number
07949689 (Not specified/Other)
Registered Charity number
1148607
Registered office
B14 The Linskill Centre Linskill Terrace North Shields Tyne and Wear NE30 2AY
Trustees
Emma Fisher Chairperson Jonathan Woolmore Vice chairperson Jonathan Barrow Treasurer Dennis Errington David Blight Chief officer Susan Dryland Chief executive
appointed 26 November 2024
Independent Examiner BK Plus Limited Chartered Certified Accountants 13 Windsor Terrace Jesmond Newcastle upon Tyne NE2 4HE
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INDEPENDENT ADVOCACY NORTH EAST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025
REFERENCE AND ADMINISTRATIVE DETAILS
Bankers
Co-operative Bank Plc PO Box 250 Delf House Southway Skelmersdale WN8 6WT
This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.
Approved by order of the board of trustees on 1 September 2025 and signed on its behalf by:
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INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF INDEPENDENT ADVOCACY NORTH EAST
Independent examiner's report to the trustees of Independent Advocacy North East ('the Company')
I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2025.
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 your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, 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:
-
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)).
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.
Nicholas J Liley FCA The Institute of Chartered Accountants in England and Wales
BK Plus Limited Newcastle upon Tyne
9 September 2025
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INDEPENDENT ADVOCACY NORTH EAST
STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2025
| Unrestricted fund Notes £ INCOME AND ENDOWMENTS FROM Donations and legacies 2 - Charitable activities 4 Grant income 213,214 Other trading activities 3 - Other income 87 Total 213,301 EXPENDITURE ON Charitable activities 5 Staff and support costs 190,311 Training 318 Activities expenses and equipment 206 Premises and administration costs 30,406 Total 221,241 NET INCOME/(EXPENDITURE) (7,940) RECONCILIATION OF FUNDS Total funds brought forward 98,325 TOTAL FUNDS CARRIED FORWARD 90,385 |
Restricted funds £ 2,000 86,225 - - 88,225 62,007 100 65 8,701 70,873 17,352 - 17,352 |
2025 Total funds £ 2,000 299,439 - 87 301,526 252,318 418 271 39,107 292,114 9,412 98,325 107,737 |
2024 Total funds £ 23 288,173 414 - 288,610 223,809 5,979 183 32,363 262,334 26,276 72,049 98,325 |
|---|---|---|---|
The notes form part of these financial statements
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INDEPENDENT ADVOCACY NORTH EAST
BALANCE SHEET 31 MARCH 2025
| Notes FIXED ASSETS Tangible assets 12 CURRENT ASSETS Debtors 13 Cash at bank CREDITORS Amounts falling due within one year 14 NET CURRENT ASSETS TOTAL ASSETS LESS CURRENT LIABILITIES NET ASSETS FUNDS 17 Unrestricted funds Restricted funds TOTAL FUNDS |
2025 £ 3,159 2,886 108,381 111,267 (6,689) 104,578 107,737 107,737 90,385 17,352 107,737 |
2024 £ 3,825 - 100,514 100,514 (6,014) 94,500 98,325 98,325 98,325 - 98,325 |
|---|---|---|
The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.
The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.
The trustees acknowledge their responsibilities for
-
(a) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and
-
(b) preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charitable company.
The notes form part of these financial statements
continued...
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INDEPENDENT ADVOCACY NORTH EAST
BALANCE SHEET - continued 31 MARCH 2025
These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.
The financial statements were approved by the Board of Trustees and authorised for issue on 1 September 2025 and were signed on its behalf by:
J M Barrow - Trustee
The notes form part of these financial statements
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025
1. ACCOUNTING POLICIES
Basis of preparing the financial statements
The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.
The presentation currency of the financial statements is the Pound Sterling (£).
Going concern
he financial statements have been prepared on a going concern basis. In making their assessment the trustees have reviewed and considered relevant information, including their annual budget and future cash flows. The Trustees are of the view that the immediate future of the charity for the next 12 months is secure and that on this basis the charity is a going concern.
Income
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.
Expenditure
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.
Tangible fixed assets
Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.
Fixtures and fittings - 25% on cost Computer equipment - 33% on cost
Taxation
The charity is exempt from corporation tax on its charitable activities.
Fund accounting
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
continued...
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025
1. ACCOUNTING POLICIES - continued
Fund accounting
Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.
Pension costs and other post-retirement benefits
The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.
Financial instruments
All financial assets and financial liabilities of the charity qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.
| 2. DONATIONS AND LEGACIES Donations 3. OTHER TRADING ACTIVITIES Fundraising income 4. INCOME FROM CHARITABLE ACTIVITIES Activity Spot contracts Grant income NHS North East & North Cumbria ICB Grant income North Tyneside Council Grant income Community Foundation Grant income Awards For All Grant income Postcode Lottery Grant income Compass Charity Grant income Sir James Knott Trust Grant income |
2025 £ 2,000 2025 £ - 2025 £ 18,582 56,878 194,632 5,844 18,503 - - 5,000 299,439 |
2024 £ 23 2024 £ 414 2024 £ 9,526 56,925 186,192 10,000 - 25,000 530 - 288,173 |
|---|---|---|
continued...
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025
| 5. CHARITABLE ACTIVITIES COSTS Direct Support Costs (see costs (see note 6) note 7) £ £ Staff and support costs 252,318 - Training 418 - Activities expenses and equipment 271 - Premises and administration costs - 39,107 253,007 39,107 6. DIRECT COSTS OF CHARITABLE ACTIVITIES 2025 £ Staff costs 243,927 Training 418 Travelling expenses 8,391 Volunteers expenses - Publicity 46 Catering 211 Materials and equipment 14 253,007 7. SUPPORT COSTS Governance Management costs £ £ Premises and administration costs 35,927 3,180 |
Totals £ 252,318 418 271 39,107 292,114 2024 £ 213,216 5,979 10,593 24 159 - - 229,971 Totals £ 39,107 |
|---|---|
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025
7. SUPPORT COSTS - continued
Support costs, included in the above, are as follows:
| SUPPORT COSTS - continued Support costs, included in the above, are as follows: |
||
|---|---|---|
| 2025 | 2024 | |
| Premises | ||
| and | ||
| administration | Total | |
| costs | activities | |
| £ | £ | |
| Rent and services | 18,850 | 16,086 |
| Insurance | 2,258 | 1,757 |
| Telephone | 6,220 | 4,841 |
| Post stationery and printing | 1,334 | 738 |
| Cleaning and sundries | 74 | 194 |
| Repairs and maintenance | 421 | 489 |
| Computer costs | 647 | 556 |
| Professional charges | 3,312 | 1,763 |
| Depreciation of tangible and heritage | ||
| assets | 2,423 | 2,855 |
| Loss on sale of tangible fixed assets | 388 | - |
| Accountancy and payroll charges | 3,180 | 3,084 |
| 39,107 | 32,363 | |
| NET INCOME/(EXPENDITURE) | ||
| Net income/(expenditure) is stated after charging/(crediting): | ||
| 2025 | 2024 | |
| £ | £ | |
| Accountancy charges | 1,938 | 1,878 |
| Payroll charges | 1,242 | 1,206 |
| Depreciation - owned assets | 2,423 | 2,855 |
| Deficit on disposal of fixed assets | 388 | - |
8. NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025
9. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.
Trustees' expenses
There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.
10. STAFF COSTS
| STAFF COSTS | ||
|---|---|---|
| Wages and salaries Social security costs Other pension costs |
2025 £ 227,067 12,102 4,758 243,927 |
2024 £ 199,737 9,357 4,122 |
| 213,216 |
The charity's key management personnel comprise the Trustees, and the Chief Executive Officer. The total employee benefits of the key management personnel were £40,730 (2024 - £41,682).
The average monthly number of employees during the year was as follows:
| Advocacy Sessional |
2025 11 1 12 |
2024 11 1 12 |
|---|---|---|
No employees received emoluments in excess of £60,000.
Included in the wages and salaries figure is an amount paid to sessional workers of £497 (2024 - £3,826) in the year.
continued...
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025
| 11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES Unrestricted Restricted fund funds £ £ INCOME AND ENDOWMENTS FROM Donations and legacies 23 - Charitable activities Grant income 231,248 56,925 Other trading activities 414 - Total 231,685 56,925 EXPENDITURE ON Charitable activities Staff and support costs 174,293 49,516 Training 4,737 1,242 Activities expenses and equipment 145 38 Premises and administration costs 26,234 6,129 Total 205,409 56,925 NET INCOME 26,276 - RECONCILIATION OF FUNDS Total funds brought forward 72,049 - TOTAL FUNDS CARRIED FORWARD 98,325 - |
Total funds £ 23 288,173 414 288,610 223,809 5,979 183 32,363 262,334 26,276 72,049 98,325 |
|---|---|
continued...
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025
12. TANGIBLE FIXED ASSETS
| 12. | TANGIBLE FIXED ASSETS | |||
|---|---|---|---|---|
| Fixtures | ||||
| and | Computer | |||
| fittings | equipment | Totals | ||
| £ | £ | £ | ||
| COST | ||||
| At 1 April 2024 | 4,141 | 7,278 | 11,419 | |
| Additions | 452 | 1,693 | 2,145 | |
| Disposals | - | (4,583) | (4,583) | |
| At 31 March 2025 | 4,593 | 4,388 | 8,981 | |
| DEPRECIATION | ||||
| At 1 April 2024 | 1,602 | 5,992 | 7,594 | |
| Charge for year | 960 | 1,463 | 2,423 | |
| Eliminated on disposal | - | (4,195) | (4,195) | |
| At 31 March 2025 | 2,562 | 3,260 | 5,822 | |
| NET BOOK VALUE | ||||
| At 31 March 2025 | 2,031 | 1,128 | 3,159 | |
| At 31 March 2024 | 2,539 | 1,286 | 3,825 | |
| 13. | DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR | |||
| 2025 | 2024 | |||
| £ | £ | |||
| Other debtors | 2,886 | - |
continued...
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025
14. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
| Accrued expenses 15. LEASING AGREEMENTS |
2025 £ 6,689 |
2024 £ 6,014 |
|---|---|---|
Minimum lease payments under non-cancellable operating leases fall due as follows:
| Within one year Between one and five years 16. ANALYSIS OF NET ASSETS BETWEEN FUNDS Unrestricted fund £ Fixed assets 3,159 Current assets 93,915 Current liabilities (6,689) 90,385 17. MOVEMENT IN FUNDS Unrestricted funds General fund Restricted funds National Lottery Community Fund-Awards For All - Advocating for Asylum Seekers and Refugees TOTAL FUNDS |
Restricted funds £ - 17,352 - 17,352 At 1/4/24 £ 98,325 - 98,325 |
2025 £ 8,043 - 8,043 2025 Total funds £ 3,159 111,267 (6,689) 107,737 Net movement in funds £ (7,940) 17,352 9,412 |
2024 £ 16,086 8,043 24,129 2024 Total funds £ 3,825 100,514 (6,014) 98,325 At 31/3/25 £ 90,385 17,352 107,737 |
|---|---|---|---|
continued...
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025
17. MOVEMENT IN FUNDS - continued
Net movement in funds, included in the above are as follows:
| Unrestricted funds General fund Restricted funds Core Project National Lottery Community Fund-Awards For All - Advocating for Asylum Seekers and Refugees TOTAL FUNDS Comparatives for movement in funds Unrestricted funds General fund TOTAL FUNDS |
Incoming resources £ 213,301 69,722 18,503 88,225 301,526 At 1/4/23 £ 72,049 72,049 |
Resources Movement expended in funds £ £ (221,241) (7,940) (69,722) - (1,151) 17,352 (70,873) 17,352 (292,114) 9,412 Net movement At in funds 31/3/24 £ £ 26,276 98,325 26,276 98,325 |
|---|---|---|
continued...
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025
17. MOVEMENT IN FUNDS - continued
Comparative net movement in funds, included in the above are as follows:
| Unrestricted funds General fund Restricted funds Core Project TOTAL FUNDS |
Incoming resources £ 231,685 56,925 288,610 |
Resources Movement expended in funds £ £ (205,409) 26,276 (56,925) - (262,334) 26,276 |
|---|---|---|
A current year 12 months and prior year 12 months combined position is as follows:
| Net | |||||
|---|---|---|---|---|---|
| movement | At | ||||
| At 1/4/23 | in funds | 31/3/25 | |||
| £ | £ | £ | |||
| Unrestricted funds | |||||
| General fund | 72,049 | 18,336 | 90,385 | ||
| Restricted funds | |||||
| National Lottery Community | |||||
| Fund-Awards For All - Advocating for | |||||
| Asylum Seekers and Refugees | - | 17,352 | 17,352 | ||
| TOTAL FUNDS | 72,049 | 35,688 | 107,737 |
continued...
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025
17. MOVEMENT IN FUNDS - continued
A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:
| Unrestricted funds General fund Restricted funds Core Project National Lottery Community Fund-Awards For All - Advocating for Asylum Seekers and Refugees TOTAL FUNDS |
Incoming resources £ 444,986 126,647 18,503 145,150 590,136 |
Resources Movement expended in funds £ £ (426,650) 18,336 (126,647) - (1,151) 17,352 (127,798) 17,352 (554,448) 35,688 |
|---|---|---|
Restricted fund
Core project
This is funding for specific areas of work within the charity. This year funding was received from the NHS for Physical Disability and Mental Health case work and is ongoing.
Awards For All - Advocating for Asylum Seekers and Refugees
Asylum Seekers and Refugees would be given the space and information to empower them to make the right decisions for themselves, as well as signpost them to specialist services i.e. a lot of ASR suffer from PTSD and trauma, hence specialist support would need to be found.
18. RELATED PARTY DISCLOSURES
There were no related party transactions for the year ended 31 March 2025.
continued...
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INDEPENDENT ADVOCACY NORTH EAST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025
19. ULTIMATE CONTROLLING PARTY
The charitable company is under the control of the trustees.
Page 24
INDEPENDENT ADVOCACY NORTH EAST
DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025
| INCOME AND ENDOWMENTS Donations and legacies Donations Other trading activities Fundraising income Charitable activities Spot contracts NHS North East & North Cumbria ICB North Tyneside Council Community Foundation Awards For All Postcode Lottery Compass Charity Sir James Knott Trust Other income Miscellaneous income Total incoming resources EXPENDITURE Charitable activities Wages Social security Pensions Training Travelling expenses Volunteers expenses Publicity Catering Materials and equipment |
2025 £ 2,000 - 18,582 56,878 194,632 5,844 18,503 - - 5,000 299,439 87 301,526 227,067 12,102 4,758 418 8,391 - 46 211 14 253,007 |
2024 £ 23 414 9,526 56,925 186,192 10,000 - 25,000 530 - 288,173 - 288,610 199,737 9,357 4,122 5,979 10,593 24 159 - - 229,971 |
|---|---|---|
This page does not form part of the statutory financial statements
Page 25
INDEPENDENT ADVOCACY NORTH EAST
DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025
| Support costs Management Rent and services Insurance Telephone Post stationery and printing Cleaning and sundries Repairs and maintenance Computer costs Professional charges Fixtures and fittings Loss on sale of tangible fixed assets Governance costs Accountancy and payroll charges Total resources expended Net income |
2025 £ 18,850 2,258 6,220 1,334 74 421 647 3,312 2,423 388 35,927 3,180 292,114 9,412 |
2024 £ 16,086 1,757 4,841 738 194 489 556 1,763 2,855 - 29,279 3,084 262,334 26,276 |
|---|---|---|
This page does not form part of the statutory financial statements
Page 26