2023-09-30-accounts - Wirral Mencap

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		Page
Trustees' Annual Report
Statements ofTrustees'	Responsibilities	16
Independent Examiner's	Report	17
Statement of Financial	Activities	18
Balance Sheet		19
Notes to the Financial Statements		20

					Gateway members volunteered at	Gateway members volunteered at
					The Open Golf in Hoylake this summer.		8
					people in total attended a further 3attended				a
					specialised golf session at The Open.
Summer	Club	Summer Club runs in the	six			16people accessed Summer Club
		weeks school holiday. During				including a one-off day trip.
		Summer Club, participants				-Summer Club ran for 6weeks during		July
		access a range ofact'ivities		in		and August
		the community. It is run by
		Gateway Award staff and			Activities included, drama, museum visits,
		participants pay for the			Boxing, Taekwondo, Golf, boccia, Music
		serviced via a personal			sessions, and a narrowboat trip.
		bud et/direct a ment
Open-access services		Below ale our services open to anyone with a learning				58 PDPs were completed for new people ' assessed for Wlrral Mencap personal
		disability for free. Some				development or social/activity services		of
		people take up our services				which 40 signed up to new activities-
		and some people just come		in		Gateway, Crossbow, Lunch Club, courses.
		for some guidance and
		signposting. For details of
		each ro ramme see below.
Gateway Award		A free version ofthe awards programme outlined above for			~	There are currently 24 people signed the Independent Gateway Award.	up to
(Independent)		people who do not have funding to access the 'Day			~	8 people are working towards their Bronze Award, 12towards their Silver and 4
		Service' model. Participants				towards Gold.
		complete the award				11 people completed their Bronze Award
		independently 'with the support offamily/ support staff and our part-time Personal Developmerit Mentor.			~ ~ ~	4 people completed their Silver Award 9people achieved their Gold Award Activities included walking, boccia, swimming, basketball, cycling, football,
						singing in a signing choir, photography,
						cooking, knitting, dancing.
					~	23 updated PDPs completed and 28
						outcomes recorded for achievements.
						25 people made a short video clip for	the
						AGM.
Volunteering for All		A service that supports people with a learning			~	4 people were supported into volunteering placements including at local cafes and
		disability to find meaningful				church coffee mornings and working as
		volunteering opportunities	in			admin support at Wirral Mencap.
		their community, either
		independently, with their
		support staff/carers or with	a
		volunteer budd see below		.

WIRRAL MENCAP TRUSTEES' ANNUAL	WIRRAL MENCAP TRUSTEES' ANNUAL	REPORT FOR THE YEAR	REPORT FOR THE YEAR	REPORT FOR THE YEAR	REPORT FOR THE YEAR	ENDED30™ SEPTEMBER 2023	ENDED30™ SEPTEMBER 2023
Buddy Scheme	This	programme			matches	There were 4 active buddy	pairs this year,
	people with a			learning		all continuing to support people who were
	disability		with	trained		feeling lonely and isolated either on the
	volunteer		buddies. The aims			phone or in person or helping members			to
	ofthe project			are	to reduce	access volunteering/activities.	Although
	isolation		and improve access			we still need volunteers to act as		buddies,
	to community			opportunities.		the need is not as great as	it was	as
						people are able to. access	social	activities
						once again.
Courses	Accessible personal					Total number ofcourse hours delivered: 286,
	development			courses		That is a 26% increase on last	year.
	delivered identified		to meet learning		the needs of	Total number of individuals who have accessed a course: 153. That is an increase
	people with a disability and			learning those who		of135%on last year.
	supportthern.					Courses are delivered by volunteers,		external
						providers and Wirral Mencap staff.
						Courses delivered this financial	year	included:
						Include IT(11)
						Crockpot Cookery (10)
						Ukulele with Gerry from Kerry	(8)
						Christmas Arts and Crafts (6)
						In Person Cookery —delivered	3 times (6)
						Great Friendships Course —6weeks		course		.
						delivered 3times (8)
						Tennis —4weeks (4)
						Arts and Crafts —7weeks (10)
						Boccia —6weeks (10)
						Cycling —(6)
						Badminton —5weeks (10)
						Basic Life Support (9)
						Drumming (7)
						.Easter Arts and Crafts (6)
						Gardening (7)
						King's Coronation Craft (5)
						Photography (9)
						Walking Football (14)
						We have established a quarterly timetable			of
						the most popular courses. Great Friendships
						and Cookery for Independent Living will run
						once a quarter. Photography and Walking
						Football will likely be included	in the quarterly
						programme for next year.
						Sports England funding meant	we were able
						to provide a programme ofcourses focussing
						on increasing physical activity	for people with
						lea min disabilities.

WIRRAL MENCAP TRUSTEES' ANNUAL	WIRRAL MENCAP TRUSTEES' ANNUAL	WIRRAL MENCAP TRUSTEES' ANNUAL	WIRRAL MENCAP TRUSTEES' ANNUAL	REPORT FOR THE YEAR	REPORT FOR THE YEAR	ENDED 30 "SEPTEMBER 2023	ENDED 30 "SEPTEMBER 2023
Health		Club	Health club one-hour weekly			~	Health Club —. average ofbetween 7 and
			session and addresses		a		12 people attend. Health club has been
			range of health issues.				running successfully in person at The
							Bloom Building every week,
							-Health Club attendees gave feedback on
							VR Headsets. Headsets to be used for
							people who feel nervous about going to
							health appointments.
							- Feedback on Learning Disability
							noticeboards at Arrowe Park Hospital
							(APH) promoting new Health Passport
							- Health Club attendees volunteered at 3
							Learning Disability Awareness events at
							APH in support ofthe Trust's Patient
							Experience Strategy.
							- Health Care professionals provided
							specialist sessions on anxiety, Movement
							and Mindfulness and Cognitive Stimulation
							Thera
Social Clubs/				Crossbow Social Club (at			Crossbow Club continues to be supported
Drop	in			Liberty Centre			by a smaller but committed team of
				Birkenhead).			volunteers. We recruited a part time
							Social Club Lead responsible for
							Crossbow Club activities and volunteers.
							Numbers have grown and are close to the
							limit ofthe venue's capacity. There are	on
							average around 30 people with learnirig
							disabilities attending on a weekly basis.
							A weekly timetable of activities is available
							and includes Bingo, Karaoke and Film
							riights.
							Sports England funding meant Crossbow
							Club members were offered taster
							sessions ofmore physically active
							sessions. They proved very popular and
							included Taekwondo, Boccia, drumming
							and chair fitness.
			~	Monday Lunch Club (Bloom Building, 3 Abbey Cl, Birkenhead).		~	The Lunch Club at Bloom Building has an average of20 people attend each week, Between 2 and 4 people who are unable
							to attend in person were joining on Zoom.
			~	Walk and Talk		~	5 people attend Walk and Talk regularly	in
							Birkenhead Park. The group is led by a
							volunteer who is buddy to someone with	a '
							learning disability. They both were the
							lead walkers at this year's Seaside Walk
							event.

	~	~	9 people met and planned their Big Day	9 people met and planned their Big Day
			out. They decided to go to Chester Zoo
			again as they had not managed to get
			round the whole zoo last time.
One to one	Literacy support	~	One ofour volunteers Lesley, has been
Support			running bespoke 1:1literacy sessions.	The
			sessions involve an initial assessment	and
			Lesley then provides sessions each week
			to provide support with reading and
			writing. Over the year she has provided	85
			hours ofone to one support. She has
			worked with g people in total and is
			currentl rovidin weekl sessions for	2.

n in	volving p	eople with lived experi	eople with lived experi	eople with lived experi	eople with lived experi	ence.
	Forums/	collaborations				What is their purpose	Our role
	All Age	Disability				To work systematically to	To highlight	all gaps			and
	Partnership		Board			improve policy and	systemic issues that				affect
						procedure within Social	the LD community		and to
						Care, Health and across all	work with the partnership					to
						ages and disabilities. To	effect improvements
						eradicate gaps and make
						services seamless and fit for
						purpose
	Annual	Health Checks				Improving the uptake and	To ensure	the people			we
	Working	Group				quality of annual health	support are represented					and
						checks for people with a	included in	this work
						learning disability.
3	BRIDGE Forum					Multi Agency Networking	Maintain connections				across
						and Information group	all sectors
	Community		Mental		Health	Developing a VCFSE Mental	To ensure	inclusion		ofthe
	Transformation			- Wirral		Health Alliance —to form a	LD perspective on		mental
	Alliance					voluntary sector alliance that	health service delivery. To
						could work alongside the	promote accessible			mental
						local authority and NHS	health support
5	Community		of Practice			To network and cascade	Networking	and information
						information through the	sharing.
						Third Sector
6	Core 20 plus		5	Action Group		Core 20 Plus 5 is a national	To ensure	inclusion		ofthe
						approach for addressing	LD perspective in
						health inequalities published	discussions	on health
						by NHS	service delivery. To			promote
						England/Improvement.	accessible	health support
						Wirral Integrated Care
						System identified people
						with learning disabilities as a
						population group
						experiencing poorer than
						average health access,
						experience and/or outcomes
						in Wirral.

7	CVFSE Forum	CVFSE Forum	CVFSE Forum					Third sector community			Highlight needs of LD
								response forum. To support			community, Information	on
								meaningful working together			up-to-date support available.
								opportunities and to prevent			Form relationships to co
								duplication or unhelpful			deliver support
								competition.
	Direct	Payments			Working			To increase the uptake	of		To improve information	on
	Group							Direct Payments on Wirral.			Direct Payments. To make
											the process acoessible.	To
											improve the culture within
											social care and personal
											finance unit to make more
											user friendly
9	Koala/	Family		Toolbox				Networking/ info sharing		for	Networking / maintaining		a
								3rd Sector organisations			presence in organisations
								working with families and			working with families,
								children under 25			children and young people
10	Parent	Carer Participation						Parent Carer Forum/ voice			To support aims and to
	Wirral							for SEND on Wirral, To			ensure we have regular	links
								provide challenge to local			with parent carers ofthose
								authority where necessary			still in education. To promote
								on SEND for 0-25.			our service and to work	in
											partnership on key issues		eg
											transition policies
11	Patient	Experience Strategy						Following consultation	5		To ensure representation		of
	PROMISE		groups					workstreams exist to			LD views across 5
								progress improvements		for	workstreams. To ensure
								patients ofthe local hospital.			LDAs get opportunities	to
								To develop the criteria	for		engage in the improvement
								"what good looks like" and			process.
								evaluate performance.
12	Residential		providers			forum		Forum for provider			Build connections with
								discussion and for local			providers - find out what
								authority to cascade			their challenges are - identify
								information to providers			opportunities to work
											together
13	RMS Network			Partners			I8A	Networking/ info sharing		for	To collaborate and share
	Forum							regional and national			ideas and resources.
								Mencap groups			Maintaining up to date
											information in ISA

RU	STEES' AN	NUAL REPORT	FOR THE YEAR ENDED3	FOR THE YEAR ENDED3	0	SEPTEMBER 2023	SEPTEMBER 2023	SEPTEMBER 2023
14	Support to	Employment	To bring together people		in	To ensure that the people
	Strategy Group and Panel		Wirral working within the			we support	are represented
			lifelong learning and			and opportunities		meet their
			supported employment			needs.
			arena to improve
			opportunities by maximising
			opportunities, support	and
			reventin du Iication.
15	Supported	Living Providers	Forum for provider			Build connections		with
	Forum		discussion and for local			providers -	find out what
			authority to cascade			their challenges		are - identify
			information to providers			opportunities	to work
						to ether

make key decisions regarding the organ and support to the staff team	make key decisions regarding the organ and support to the staff team	make key decisions regarding the organ and support to the staff team	make key decisions regarding the organ and support to the staff team	make key decisions regarding the organ and support to the staff team	isations	present an	d future	activity, and
REFERENCE AND ADMINISTRATIVE					DETAII S
Name				Wirral Mencap
Company		Number		08668735
Charity	Number			1153742
Registered			Office	42-44 Market	Street
				Birkenhead
				Merseyside
				England
				CH41 5BT
Trustees				The trustees,	who are	also the company		directors, that
				served during	the year	were as follows:
				TBeck
				K Blair J Evans S Neville		(Appointed (Resigned (Resigned	23'4 February 2023) 23"' February 2023) 23" February 2023)
				C Newton
				G Seller A Troxler		(Resigned (Resigned	23" February 2023) 23'" February 2023)
Company		Secretary		S Nicholson
Independent			Examiner	Paula Sanchez, ACCA
				LCVS
				151 Dale Street
				Liverpool
				L2 2AH
Bankers				Lloyds Pic
				P.O. Box
				BX1 1LT
Signed on behalf ofthe				Board ofTrustees

FOR THE YEAR EN	DED3	0 SE	PTEMB	ER 2023
			Notes	Unrestricted	Restricted	Total	Total
				Funds	Funds	Funds	Funds
				2023	2023	2023	2022
Income and endowments
from:
Donations and legacies			3a	10,925		10,925	66,585
Charitable activities			3b	69,640	288,762	358,402	235,232
Other trading activities			3c	18,900		18,900	9,978
Investments			3d	1,577		1,577	131
Total Income				101,042	288,762	389,804	311,926
Expenditure on:
Raising funds				18,123		18,123	17,457
Charitable activities				114,435	202,767	317,202	320,566
Total expenditure				132,558	202,767	335,325	338,023
Net (expenditure)/income, movement in funds		net		(31,516)	85,995	54,479	(26,097)
Total funds brought	forward		9,10	152,380	49;511	201,891	227,988
Total funds carried	forward		8-10	120,864	135,506	256,370	201,891

WIRRAL MENCAP	WIRRAL MENCAP			Company	Company	Number:	08668735
BALANCE SHEET	AS AT 30~H SEPTEMBER 2023
		Notes	30'"September	2023	30'"September 2022
Fixed assets			E'			E	E
Tangible fixed assets		5		5,598			7,464
Current assets
Debtors			1,903			3,221
Cash at bank and	in hand		253,842			193,155
			255,745			196,376
Current liabilities
Creditors: amounts falling due within one year			(4,973)			(1,949)
Net current assets			250,772				194,427
Total assets less liabilities	current		256,370				201,891
Funds:
Unrestricted funds		8, 9	120,864				152,380
Restricted funds		8, 10	135,506				49,511
			256,370				201,891

.	Income an	d end	owments from
				Unrestricted	Restricted	Total	Total
				Funds	Funds	Funds	Funds
				2023	2023	2023	2022
a.	Donations	and	legacies		E
	Donations			10,925		10,925	66„585

				Unrestricted	Unrestricted	Restricted	Total	Total
					Funds	Funds	Funds	Funds
					2023	2023	2023	2022
b.Charitable activities
Baily Thomas Charitable	Fund					10,000	10,000
Club activities income					59,815		59,815	67,328
Contract income					6,030		6,030	1,713
Family Toolbox Alliance						15,000	15,000
Garfield Weston Foundation						20,000	20,000
Hemby Charitable Trust						2,500	2,500
Kickstart and Access to Work					1,066		1,066	14,216
Member's Subs					1,155		1,155	1,155
National Lottery Community		Fund						9,903
National Lottery Community (Advice and Advocacy)		Fund				98,874	98,874	97,346
Postcode Neighbourhood'Fund						25,000	25,000
Room hire					15		15
Royal Mencap Society								4,227
Steve Morgan Foundation						8,667	8,667	26,667
Steve Morgan Foundation	(DCMS)					14,471	14,471	11,577
Tesco Bags for Help								1,000
Training income					1,559		1,559	100
Wirral Borough Council						94,250	94,250
					69,640	288,762	358,402	235,232
Income from charitable activities			in 2022	comprised	884,512	unrestricted	funds and restated
6150,720 related to restricted		funds.
c.Other trading activities							F
Fundraising events income					18,900		18,900	9,978
Income from other trading	activities for 2022 related				wholly to	unrestricted	funds.
d. Investments
Bank interest					1,577		1,577	131

				Direct	Support &	Total	Total
				Charitable	Governance	2023	2022
				Expenditure	Costs
						F
Relief of	people with	learning	disabilities,
to provide	help arid support		and provide	190,426	126,776	317,202'	320,566
facilities for recreation		and leisure time

.	Analysed as follo	ws:
					2023	2022
	Direct charitable	expenditure;				F
	Staff salary costs				135,275	145,586
	Pension				2,177	2,112
	Minibus expenses				3,912	3,511
	Building running	costs			18,245	24,554
	Activities and events costs				22,783	26,696
	Equipment				392	2,604
	Training				2,088	2,890
	Travel expenses				1,032	365
	Volunteer expenses				300	323
	Recruitment and	DBS	fees		2,389	10,034
	Depreciation				1,833	2,444
					190,426	221,119
	Support 8 Governance		costs:		2023	2022f
	Staff salary costs				103,062	74,570
	Pension				2,134	883
	Office costs				5,861	10,090
	Consumables				3,156	1,918
	Insurance				2,236	801
	Marketing				4,085	3,700
	Registrations and	subscriptions			3,992	4,297
.	Bank and credit card charges				199	587
	Loss on disposal	offixed assets				214
	Payroll fees				818	1,283
	Accountancy fees				1,200	1,060
	Depreciation				33	44
					126,776	99,447.
	Total expenditure	on	charitable	activities	317,202	320,566

F	202,767 (2022:8188,195)ofthe above	expenditure relates to r	estricted fun
b.	Staff Costs	2023	2022
	Gross wages and salaries	241,345	223,016
	Social security costs	12,899	11,424
	Pension	4,311	3,407
		258,555	237,847

as follows:		,
		2023	2022
Charitable	activities	10	10

Tangible fixed assets
	Leasehold	Motor	Fixtures &	Total
	Improvements	Vehicle	Fittings
Cost:	E
Balance at 1"October 2022	13,800	39,052	7,256	60,108
Additions
Balance at 30'" September 2023	13,800	39,052	7„256	60,108
Depreciation: Balance at 1"October 2022	13,800	33,840	5,004	52,644
Charge for the year		1,303	563	1,866
Balance at 30' September 2023	13,800	35,143	5,567	54,510
Net Book Value:
Balance at 30'" September 2023		3,909	1,689	5,598
Balance at 30th September 2022		5,212	2,252	7,464
Debtors
	2023	2022
Debtors	938	1,349
Prepayments	965	1,872
	1,903	3221

	2023	2022
Accruals	4„973	1,949
	. 25

2023			Fixed	Net Current	Total
			Assets	Assets
Unrestricted Funds					E
General Fund			99	120,765	120,864
Restricted Funds
Baily Thomas Charitable	Fund			8,783	8,783
Department ofTransport			3,910		3,910
Family Toolbox Alliance				14,895	14,895
Garfield Weston Foundation				6,638	6,638
Henry Smith Charity			1,589		1,589
National Lottery Community		Fund		1,806	1,806
National Lottery Community (Advice and Advocacy)		Fund		775	775
Postcode Neighbourhood	Fund			25,000	25,000
Price Parry for Crossbow				2,052	2,052
Royal Mencap Society				3,444	3,444
Screwfix Foundation				5,000	5,000
StJames Place Charitable		Fund		2,320	2,320
Tesco Bags for Help				269	269
Wirral Borough Council				59,025	59,025
			5,499	130,007	135,506
Totals			5,598	250,772	256,370

		2022		Tangible Fixed	Tangible Fixed	Net Current	Total
					Assets	Assets
	Unrestricted	Funds				F	F
	General Fund				133	152,247	152,380
	Restricted	Funds
	Department Henry Smith	ofTransport Charity			5,213 2,118		5,213 2,118
	Mencap fo'r treat me well National Lottery Community		Fund			824 9,903	824 9,903
	National Lottery Community (Advice and Advocacy)		Fund			7,174	7,174
	Price Parry	for Crossbow				5,000	5,000
	Royal Mencap Society					3,967	3,967
	Screwfix Foundation					5,000	5,000
	StJames Place Charitable		Fund			2,500	2,500
	Steve Morgan Foundation					5,019	5,019
	Steve Morgan Foundation		(DCMS)			1,793	1,793
	Tesco Bags	for Help				1,000	1,000
					7331	42,180	49,511
	Totals				7,464	194,427	201,891
9.	Unrestricted	Funds
					Movements	in the Year
				Reserves	Income	Expenditure	Reserves
		2023		at Beginning			at End
				ofyear			ofYear
				E
	General Fund			152,380	101,042	(132„558)	120,864
					Movements	in the Year
				Reserves	Income	Expenditure	Reserves
		2022		at Beginning			at End
				ofyear			ofYear
	General Fund			141,002	161„206	(149,828)	152,380