KAG ADVOCACY CIO FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024 CHARITY NUMBER 1154696
KAG ADVOCACY CIO DIRECTORS, ANNUAL REPORT- Year ended 31 March 2024 The Directors (Trustees) are pleased to present their report with the financial statements of the charitv for the year ended 31 March 2024. The Directors 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 l January 2015). Legal and AdmiDlStrative Details Status Charitable Incory)orated Organisation registered November 2013 Charity Number 1154696 Principal Address Endeavour House 2 Cambridge Road Kingston upon Thames KTI 3JU Directors RF 'Jim' Green John Hallett Helen Clarke MBE Kathy Gardner-Brown Elangco Balendra Vanya Sharnia Denholm Hesse Nairn Salam Chair Treasurer Bankers The Royal Bank of Scotland Richmond branch
23A, The Quadrant Richmond upon Thames TW9 IDF Independent Examiner David Jerram FCA Staithe House 3 Boyle Farni Road Thames Ditton KT7 OTS The Directors The directors who served the charity during the year were as follows: _ RF 'Jim' Cyreen John Hallett Helen Clarke MBE Kathy Gardner-Brown Elangco Balendra Arinola Ologunleko Vanya Sharnia Denholm Hesse Naim Salam Chair I'reasurer Structure, Governanee and Management KAG Advocacy CIO (KAG) is governed by a Management Committee (the committee) comprised of the Directors. who are also the Trustees. They are re-elected by roiation at the Annual General Meeting (AGM). Sue Boakes, CEO, has day to day management of KAG and is involved and consulted on all aspects of KAG'S business, as are staff and volunteers. Potential Directors are sought by open advertisement or by referral having regard to skills requirements for the committee. After initial meetings with the CEO, the Chair and the committee to discuss KAG, s activities new Directors are elected by the committee and must seek re-election at the following AGM. Newly appointed Directors are supplied with induction materials including annual reports and accounts and the Charity Cornrnission guidance on the role of the Trustee.
The Management Committee meets once every month as a full committee. In addition, from time to time it establishes sub committees to look at specific issues- e.g. Quality, Personnel, Marketing, User involvement and Branding. Objects and Activities The objects of KAG are to promote, protect and uphold the rights and interests of vulnerable individuals. KAG operates from its office in Kingston upon Thames to provide a range of advocacy services in response to various needs. This office also provides the management and administration for KAG. and these core costs are funded by management fees from the various proj¢cts. Achievements and Perforniance KAG continued to deliver a range of different advocacy services to vulnerable individuals in its catchment area. This was funded by service level agreements. The services included: General Advocacy-. The service provided short to medium tem] advocacy support to people with mental health problems in order to help them resolve crisis/complex issues. This involved ensuring that they were fully aware of their rights and provided with all relevant inforniation. This service w&s provided by both paid and volunteer staff. Appropriate Adult Service- Provided support to vulnerable detainees in Kingston police station's custody suite. Relevant Person's Representative- KAG is commissioned by various local authorities to act as a person's representative whilst their Deprivation of Liberty Safeguards authorisation is in place. Spot Purchase- KAG is COTnrnission¢d by local authorities to provide specific statutory advocacy roles such as IMCA and Advocacy underthe Care Acl. In addition, for this period we were sub-contracted by Hestia to provide Advocacy under the Care Act for people living in Hounslow. Specialist Advocaey in Hospitals KAG provided a full range of advocacy services including the role of the Independent Mental Health Advocacy at the Horton Rehabilitation Hospital.
KAG also delivered the following projects which were funded by grant making charities. Mentoring- a project to support vulnerable pcople back into employment and or education. The support also includes workshops to assist people taking the first steps to work. Community Connections- supporting vulnerable isolated older people in the Kingston area to take a more active role in their community. Benefits- with funding KAG was able to provide two specific projects, one in Kingston and one in Richmond, to support vulnerable people to apply for universal credit and other welfare benefits. Independent Visitors- providing support to residents in care homes who do not have any family or friends to visit. The role is to enable them to feel part of their new community and improve their quality of life. Royal Star and Garter- providing advocacy, befriending and support to the residents at the Royal Star and Garter Ukrainian Refugees- providing initial advice and integration work to refugees from Ukraine who have settled into the borough. Other Income Sources As an accredited training and assessment centre for the Prince's Trust Qualification, KAG perfomied these services for other service providers on a fee-paying basis. Human Resources In total KAG employed 14 staff, some on a part time basis. All staff were managed by the CEO with the support of the Management Committee. Staff meetings werc held at regular intervals and staff members were encouraged to participate fully in the business of KAG. Volunteers Key to KAG'S continued success is the involvement of volunteers in all aspects of its operations. During the year about 12 volunteers worked with KAG principally involved in providing Citizen Advocacy, Befriending and the Appropriate Adult Service. Interns During the year KAG has provided 4 interns from Kingston University, St Mary's ljniversity and Royal Flolloway Univcrsity each with a 50 hour placement principally working on advocacy and Appropriate Adult work.
Financial Review The details are set out in the attached Financial Statements. Reserve Policy In the past we had maintained Reserves at a level of approximately 4 months of running costs. However, since 2017118, in which we have experienced the effects of the expiry and non-renewal of our major contract with Surrey County Council and subsequently the contract with the Royal Borough of Kingston upon Thames, the brought forward reserves have largely been extinguished in managing the transition to our reduced scale of operations. We intend to re-build our reserves to the level of 4 months running costs over the coming years. Risk Management The Management Committee and the CEO continue to review the risks to which KAG may be exposed. They implement mcasures and establish systems to miligale the effect of those risks where appropriate and this includcs reducing overheads. Future Plans KAG is looking to extend partnership working to deliver services. KAG is looking to extend the support and services that it can offer vulnerable people and to seek the associated funding. KAG is looking to extend advocacy provision beyond its current operational geographic areas. KAG is looking to develop management systems for full cost recovery. We continue to proactively seek out new funding opportunities to meet identified but unmet needs. New legislation offers opportunities to expand our capabilities and to be awarded new funding. Statement of Director's Responsibilities The Directors are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and Unitcd Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). The law applicable to charities in England and Wales, the Charities Act 201 I, Charity (Accounts and Reports) Regulations 2008 and the provisions of
the trust deed requires the trustees 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 the incoming resources and application of resources, including the income and expenditure. of the charity for that period. In preparing those financial statements. the trustees are required to select suitable accounting policies and then apply them consistently; observe the methods and principles in the CharÉty SORP; make judgements and estimates that are reasonable and prudent. state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements. prepare the financial staternents on the going concern b&sis unless it is Anappropriate to presume that the charity will continue in business. The Directors are responsible for keeping proper accounting records, which disclose with reasonable accuracy at any time, the financial position of the charity at that time and to enable the Directors to ensure that any statement of accounts prepared by them complies with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. The directors are responsible for the maintenance and integrity of the charity and financial inforn]ation included on the charity's website. Legislation in the United Kingdom governing the preparation and dissemination of the financial statements may differ from legislation in other jurisdictions. DIRECTORS ANNUAL REPORT for year ended 31 March 2024 Approved by the Directors on 16 October 2024 And signed on their behalf by Chair of the Trustees
KAG ADVOCACY CIO STATEMENf OF FINANCIAL ACTivrriES FOR THE YEAR ENDED 31st MARCH 2024 MARCH MARCH 2023 2024 Restricted Unrestrieted Totsl Funiig funds funds Total Funds Notes Income and Endowments Income from Charitable activilies Other trdding activities Income frorn Inveslments Donations and Legacies Other Income Total 15,928 134.239 150.167 169.815 4.028 4,028 3,747 15.928 138267 154,195 173,562 Expenditure Expenditure on Raising funds Fundraising trading Investmenl managernent costs Expenditure on Charitable a¢tivitie$ Other Expenditure Total 14,335 14J35 13.636 15.928 129.014 144,942 157,680 15,928 143J49 159277 171,643 Net incomel(e%penditure) (5,082) (5,082) 1.919 Transfers Transfers between funds Net in¢om¢l{expenditure) (5.082) {5,082) 1,919 Total funds brought forward {18,615) (18,615) {20,534) Total funds carried forward {23,697) (23,697) (18.615) P*Et 9
KAG .4DVOCACY CIO B.4L.4ICE SHEET AS AT31ST IMARCH 2024 11.4RCH 2024 l ot81 Funds I..IRC'H ole TLilal Fuii¢J Flxed 4sset$ I'urreni .4ssets Ik.h14br 17.199 Toial Current .4ssets 17.199 16.15% Li•bilitie5 L'reJiii)rN. dThKiuni4 lillinb li Iihin i)r. !Lor 40J97 .14.774 ei Curreni ..lsstts 123,6981 Total .4&$eis les$ Liabilitie5 ?3.697 Funds R¥'.ri¥l¥d iniiimL lund nr¥%ifiil¥J Iniiim¥' lunJ ij 123.64)71 Total fund5 .4pproked b! lh¥ Board of t)ireciors on IfvOct-24 and %ibFned on ils behaifbi RF ',lim' Cretn C'hairman -<_ . John 114llett Treasurer p*wl
KAG Advocacy CIO INDEPENDENT EXAMINER'S REPORT I report to the trustees on my examination ofthe financial statements of KAG Advocacy CIO for the year ended 31st March 2024. The charity's Trustees are responsible forthe preparation of the accounts. The charitys Trustees consider that an audit is not required for thisyear (under Section 14412) ofthe Charities Act 2011 {the 2011 Act) and that an independent examination is needed. INDEPENDENT EXAMINER'S STATEMENT I confirm that no matters have cometo myattention in connection with the examination which gives me cause to believe that in, any material respect: I the accounting records were not kept in accordance with section 130 ofthe Act. and 2 the accounts did not accord with the accounting records; Of 3 the accounts did not complywith the applicable requirements concerning the form and content of accounts Set out in the Charities {Accounts and Reports) Regulations 2008 otherthan any requirement thatthe accounts give a 'true and fair, viewwhich is not a matter considered as part of an independent examination. 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 orderto enable a proper understanding of the accounts to be reached. QdtsL_ DJ Jerram FCA Staithe House 3 Boyle Farm Road Thames Ditton Surrey KT7 OTS P*gt 11
KAG ADVOCACY CIO NOTES TO THE ACCOUPUS FOR THE YEAR ENDED 31ST MARCH 2024 l Ae¢outtt5ng poli¢les al The fiTwKial ststejnents of the chan"ty. which is a public trKnefit entity under fRS 102. have Fttn prepgred In accordance the Char]'tie5 SORP IFRS 102} A¢¢Ow1n8 and lict byChan"ties" Ststement of Recommended Ptxttce applithle dJan"ts swewin8 their wunts in wrdatv with the FiTMiCta] sthd applicable in the UK arxl Republic of ITeland (FRS 102){effKtsve l Janwy 2015y. FinwK5a] R¢pothg SthTthrd 102 The Fin3Tl1 Reporting Star¥Jard app1abk in the UK Republi¢ of Ireland {FRS 102) l¢fftctive l January 20151,. and the ChHn"tics Aet 2011 Tr financial statements have been prepared under the histontsi tost eonveniion. These fir181 statelnents have len werAted in have been prepAre In compliance SORP IFRS 102) atyl the financi Sta applic4bie in the UK aryj Rcpublic of Ireland. bl Basis of accounting IrKorne and expenditure arc ¢OTed for w an trtcnmls b&%is. Voluntary iNrne. namety dOnlor and irwnt incIlIn8lrntlx is irKluded In fvll In the Ststement of Financthl A"¥IeS whert ¢¢iVA. Gronts are irKId in full in the Staterne of Financ Activitsts for pr which tlxy 4yly. ¢1 Fixed Asg¢L8 are forthe wle of the ¢Fthn"ty In fUlfillu its obj¥ and arecapItslts and depreaata. Depreciaiion Is Provided to write off the of over its a8tim&ed useful lift. whid) ¢omputeT Equipment is thrtt ye8rs aThJ five y¢orn The crth of tkne is tfafLferrul to ttspecifie restrictrd where Ilw are depTeciad dl Volunteer help and 'ftS in kind The value of any voluntary help ond 81ft3 in kind rettived not in the e1mts but 1$ d¢xriW in the re[ of the tru5te¢s. el Management and administration Managcrncnt and Jministrntion costs represent extxnditure incurred in managing the chantys actLVltJes snd in compllance wth ¢on3tittttional aTrJ statutory r4uirements. n Fund a¢countin8 The chanty majntsjns Vario types of &s foll Reskneted fid$• These are to be onty for wific or 8reag Of0rli0 Unrestrictcd Fun&The3¢ arr in¢ome rK¢i%rd for the obJ"¢¢ of the dwj.ty bWthrtrta spe¢ifJ¢ pwpose 81 In wnmon with mwly other organJsaiÈorL4 of oursize and nature. 0ttraee0wts to &&8iSt wryth the preparntion of fin1 statements 2 Trustees, remuDeratiOD 3 Income from Charitsble a¢¢iviti Restricied 2024 2023 fuods funds Totxl 134.867 i795 126.469 15.928 134.867 iSL795 126.469
KAG ADVOCACY CIO NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCII 2024 S Donitions and Lw¢ieJ Restritkd Uorutrthd fullds 2011 fuMd TotAI Total 4m8 3.747 T¢)tsl 028 3.747 6 EJptndltyr¢ oh RfitslDg lllnds Retritted hds Ures¢Ti¢ 2024 2023 Tol•l Tots Coye Exrmliture IO% of UDTtStexIjttt 14.335 13.636 Totsl 14.335 14J35 13.636 7 ExpeDdltyr¢ on c.h1nb]e at¢ivi¢i UMrt41Tl¢t•J 2024 Total 2023 Tot41 S•l•nes 8ndNational In5Wt Rent and rate lJ.419 120.767 149.107 11.028 193 Telephone Volunl¢¢T EX5 ¥rnses Claim. Trnv¢llin8 & otF¢r Fee5. Contra. Publ.&Adv. wom G85. Li8hiingand Hethn8 Pnntsn8 and Stattonery otYLcelCotnWer ExF¢n5¢S sUndrylFwJdSJtt Prnfessional Bank I8[AnCe Ac¢ounw fee 936 7,774 3,173 155 1.3Y4 1,$47 45 96 3.128 768 447S 853 2.034 835 844 l J85 Less'.10 % ¢0# of gerkrthn8 volunthry 114.3351 114J35) 113.6361 Total 15.928 129.014 J44,942 162.389 13
KAG ADVOCACY CIO TrIOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2024 8 Movement in Funds Fvnd Balances brought forward Fund Balances carried fonvard locoming Resourees OutRoing Resources FuDds Unrestricled Funds (18.615) 138.267 143.349 {23.697) Restricted Funds 15,928 15,928 Total Funds (18.615) 1$9,277 (23,6Y71 9 Tangible Flxed Assets Office Cost Computer Equlpment Totgl At l April 2023 Addilions Disposals At 31 March 2024 12,593 7.178 19,771 12.593 7.178 19.771 Depreciation At l April 2023 Charge for the year 12.593 7.177 19,770 At 3 1st March 2024 12.593 7,177 19.770 Net book value At 31 MARCH 2023 & 202 10 Debtors 2023 2022 Prepayments and Accrued Income 17,199 16,158 14
KAG ADVOCACY CIO NOTES TO THE ACCOUNTS FOR THE YEAR EPIDED JIKr MARCH 2024 II Crtdit•Yg- fllin¥ dut lthib one yeArl Other CT¢thiors Bank Over¢Jraft 11gZ7 30270 34.TF4 12 TALqtiOD 13 Fund3 Ullrestritltd Rttri¢ttd fyDds 14 Equal Opporlunities KAG Advow). CIO crnitted 10 Eyl OFVrfW"kn IS ltyeothe Ath11$ 1024 21J23 Achie7 for Children (A) 61 Arnold Clarke Brgeknell FoYt# cM¢a Bnstol CC CAF Gmt Carnbndge HtyLt & T8]tr> Cambndge RoAd CeDtya] and North West L(th NHS Tn& Ilk) Crowdfvnthn¥ Dorgei Cow)ty Ctym¢il East Suswx Com CowKLi Fl$mpsh¢ County Coun¢il FleathTOW Comrnunjty Kin8slon Chantllblt Fth LB Brenl L B Croydryj L B EIng T. Fl Hounslow L B Merton L B Ne%4tham L B Tow¢T H¢¢$ LB Wand3worth Ikice31cr Cjty Coth%il IA)ndon Clltaly3t ndon lKaThInSF IA)ndon Learning Ki¢kart NHlional Srhizop]tsw NHS SW Norfolk County CowKil Portsmouth City Cow)¢il ROYRI Bon)ugh of & Ch Royal Borough of Km8StOD Thll Roya] Star & Ggrtcr Sola¢¢ Women IiAbynDthI Southampton City Coun¢il Southend Borough COW11 Stockrth MBC Sundry YTmin8 Vo]coabibty Cbeshire We Wal$ubarn Care West Swsex C(xty Ci WeStsMJer City CowKIl 6.735 105 18.346 13LTh) 9.095 1918 845 250 26.104 1.897 1.745 631 714 818 3.331 497 50 4$ 420 3J21 4.309 24.737 3,605 9.766 21121 1.650 1.617 635 é67 1517 1.957 14.475 150.167 1$
KAG ADVOCACY CIO NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31st MARCH 2024 16 Employee Resourees The total remuneration paid w&% &8 follows:. 2024 2023 Salaries and wages etc. Social security costs Pension Contributions 126,183 7262 741 142,750 5.581 776 134.186 149.107 No employees received emoluments of more than £60,000. The charity operates a stakeholders pension scheme and makes contributions to this scheme. p*ge 16