2021-03-31-accounts

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DIAL SOUTH ESSEX The Disability Helpline

ANNUAL REPORT 2020-2021

Mission Statement & Core Values

Organisational Chart

Staff & Management Committee

Volunteers & Services

Chairman’s Report & Treasurers Report

DIAL Projects

Case Study

Statistics, Evaluation & Monitoring

Generated Income

Funding & Donations

MISSION STATEMENT

DIAL provides a free, confidential, information and advice service on all issues affecting disabled people’s lives, to enable and empower them to improve their quality of life and live as independently as possible. Our own unique experience of living with disability allows us to assist others with understanding and expertise.

CORE VALUES

INDIVIDUALITY We try to respect the uniqueness of each person we work with and develop services that meet their individual needs.

EQUALITY OF We will actively promote the rights of each individual. We OPPORTUNITY want each person to achieve their hopes and goals and make real choices towards a positive future. We believe everyone should have the opportunity to make their own contribution to the community they live in.

SUPPORT AND We believe in offering support to service users in ways INDEPENDENCE which should minimise their reliance on input from professional services. We are committed to enabling people to make friendships, relationships and community networks.

BEST VALUE We are committed to the continuous improvement of services which provide both quality and value for money for the community.

VALUING STAFF We believe in the strength of teamwork and of the individual. We will work to improve the knowledge and skills of all of our staff and volunteers through training.

ACCOUNTABILITY We are committed to working openly with service users, staff, volunteers, our management committee, and external voluntary and statutory bodies. We will work to communicate with and involve all of these people in the decisions in which they have an interest.
COMMITMENT We strive to incorporate our values into all our policies, procedures and day-to-day working practices.

ORGANISATIONAL CHART

----- Start of picture text -----
CHAIR
Carol Edgell
MANAGEMENT COMMITTEE
Vice Chair Secretary Treasurer
Kim Skinner Jackie Gore Paul Hayden
COMMITTEE MEMBERS
John Scarola
Janet Greensmith
Michael Lee
Sandra Hill
Andrew Penson
DEVELOPMENT
MANAGER
Janet Stevens
OUTREACH ADVANCED CLAIMS ADMIN PROJECT OFFICER
DEVELOPMENT OFFICER MANAGER ASSISTANT
Christine Tarbard Sally Penson Ev Coe Kasia Walton
----- End of picture text -----

VOLUNTEERS

STAFF

Jan Stevens, Responsible for the daily running, fundraising and the Development Manager development of all services at DIAL Sally Penson Assist clients with appeal submissions, casework and Advanced Claims Manager tribunal paperwork and complicated benefit enquiries Christine Tarbard Outreach Adviser dealing with a variety of disability issues Outreach Development in various locations in the south of the county Officer

Kasia Walton To create social and self-help groups throughout the Project Officer district and promote volunteering through the groups

Ev Coe Deals with the clients database, statistical information and Admin Assistant helps all staff with various admin tasks

EXECUTIVE MANAGEMENT COMMITTEE/TRUSTEES

DIAL’s Committee is made up of 95% disabled people. They have a wide variety of skills to help enhance the running and decision making of DIAL. All major decisions regarding the charity are taken by the Management Committee.

Carol Edgell Chair Retired Police Force Administrator Jackie Gore Secretary Pharmacy Manager & Technician Kim Skinner Vice Chair Service Manager Paul Hayden Treasurer Local Government Officer/Bookkeeper John Scarola Councillor/Retired Ford Union Representative Janet Greensmith Retired Confectioner Sandra Hill Accounts Clerk/Bookkeeper Michael Lee Essex League Football Team Manager Andrew Penson Mechanical Engineer

VOLUNTEERS and SERVICES

VOLUNTEERS

For 35 years, volunteers have been a vital part of DIAL in providing support to thousands of disabled people by:

Giving information and advice on any disability issues
Working to influence public opinion and government policy
Promoting disabled people’s active involvement in society
Promoting lifelong learning

DIAL promotes the role of disabled people in society by:

Supporting them to influence decisions
Sharing their experiences and skills within their communities and society as a whole
· Making choices

Volunteers are crucial in making sure DIAL continues to support disabled people and benefit the local community. People volunteer for many reasons, perhaps to give something back to the local community or to gain valuable experience which could help in finding future employment. Volunteers agree that volunteering with DIAL has helped towards gaining more up to date skills, experience and increased confidence.

Volunteers add value to our work with disabled people in the local community and in return can expect:

The enjoyment of being part of a team
A chance to meet new people, make new friends, gain confidence and increase self esteem
To gain new skills
The chance to use their individual talents and skills to benefit disabled people
Personal growth and development
The rewarding feeling of supporting someone to achieve their full potential
The knowledge that they have made a real difference

DIAL currently has a bank of 12 committed volunteers, working between 5 and 10 hours per week. Whether they are disabled themselves or have a family member or friend they care for, they are all dedicated to the work that they do and endeavour to help others cope with their problems and difficulties. DIAL promotes the importance of the role volunteers play in the organisation and encourages all volunteers to participate in training courses to benefit their work at DIAL and to increase their own knowledge, skills and confidence.

SERVICES

DIAL is normally open Monday to Friday between 10am and 3pm at its main office. Anybody is welcome to come and visit us at the office or contact us by telephone, text, email or letter. All enquiries are promptly dealt with and further information is passed on as soon as we receive it. DIAL is unique in the fact that it deals with problems relating to all disabilities and disability issues mainly by people who are disabled. This enables them to give advice with compassion and empathy and we feel that this puts us in a better position to give a top quality, specialist service to disabled people. We provide quality advice and information on a wide range of issues.

We offer a variety of projects to help as many people as possible access our service in the way best suited to them. We offer

General information and advice, face to face, by our office in Grays
Home Visiting service for people unable to get to us for help with benefit applications and independent living advice (this is currently a limited service)
Welfare Rights Service to help people with appeals, casework, submissions and tribunals
Advice Desk at Pitsea Library on the 4[th] Wednesday of each month
Advice Desk at Wickford Library on the 4[th] Tuesday of each month
Advice Desk at Lifestyle & Mobility Basildon on the 2[nd] and 4[th] Monday of each month
Advice Desk at Brentwood Community Hospital on the 2nd Tuesday of each month
Advice Desk at South Ockendon Centre on the 1[st] and 3[rd] Monday of each month
Advice Desk at Chadwell St Mary Library on the 1[st] Tuesday of each month
Advice Desk at Tilbury Library on the 1[st] Wednesday of each month
Advice desk at Purfleet Hub on the 3[rd] Tuesday of each month
Advice desk at Canvey Library on the 3[rd] Wednesday of each month
Advice desk at Rayleigh on the 4[th] Thursday of each month
Information provided by telephone, Email, via our website, text
Social Clubs and Self Help Groups (call office for details)

The following services are available. Appointments are needed for some areas of assistance e.g. form filling, appeal casework and home visits.

Support, Information and Advice by friendly staff and volunteers
Benefit Checks, Benefit Enquiries, Benefit Appeals and Casework
Help with completion of various forms (hard copy and online)
Advice on a variety of disability related subjects, e.g. equipment, leisure, access, etc
Advocacy, Signposting and Referral, as necessary

Unfortunately most of these services haven’t operated over the past year due to the pandemic and the lockdown. We have continued to operate the main service whilst working from home by telephone, email and face to face calls.

CHAIRMAN’S REPORT

Due to the Covid lockdown obviously this is not a very long report this year. We were able to continue due to the staff being able to work from home, unfortunately this meant that none of the volunteers were able to come into the building, so we were unable to help as many people as we would like to have done during this time.

We did try and come back a few times during this period, but as no clients were allowed into the building we did not see the point of putting ourselves, or anyone else, at risk when we were able to do the same thing at home. I did however manage to have a few meetings with the staff over this time either by telephone or meeting at a safe distance outside. We hope to be able to return in the near future.

Only time will tell as to what will be possible in the future, and hopefully we can be flexible enough to cope with whatever is thrown at us and continue to operate for many years to come.

As every year I would like to say a personal thank you to everyone for all the help they have given over the last year.

Carol – Chairperson

TREASURERS REPORT

The accounts have improved this year and we have gained additional funding for our work throughout the lockdown. We finished the year with some reserves which we need to build on to give us a buffer for any difficult times ahead. DIAL aims to generate as much core funding as possible from income generation and donations/fundraising activities and we aim to enable ongoing development through project funding from other funders. The trustees will continue to monitor the level of funding being generated to ensure sufficient funds to continue to operate the service at its current level for as long as possible hoping to avoid the need to reduce levels of service to the public and to identify sources of funding to allow DIAL to expand its services.

Paul - Treasure

DIAL’s PROJECTS

Sally Penson Appeals Service

The second year of the project came with new, unexpected challenges. We were living through a pandemic which caused us to be unable to work from our offices and having to change the way we operated as an organisation to best serve and support our clients. I continued to work on my appeal cases from home as well as taking on new cases throughout the year.

During the first few months I assisted with the completion of forms as our volunteers were unable to continue this side of our work, but once people realised we were still available for advice and assistance with appeals etc, I reduced the amount of forms I would complete to focus on appeals and enquiries.

The tribunal service also changed the way they operated and appeals initially were heard via telephone hearings, this allowed me to continue to support my clients during the hearings as I had before the pandemic struck. In last few months, hearings have been taking place via video, I now attend hearings in this way too.

I continued to attend training courses online via Zoom and Microsoft Teams to keep up with any changes throughout the benefit system and appeals.

I have assisted with the delivery of our craft project, by distributing arts and craft packs to clients throughout the year.

My caseload has been steady and continues to do well and I have received much gratitude from everyone I have supported through their cases and beyond. Often once an appeal has been heard this is not the end of the case, there may be further questions and advice which need attending to, therefore I continue to support many clients in any way they need. Finally, I would like to add that my current success rate for appeals remains above the national average. Over the past year I have had 115 cases, 73 (I represented 41 at hearing) of these cases are now closed, 62 of these cases had successful outcomes, which generated a yearly income of £245,466 and increased my client’s weekly income by over £5,530 and they were grateful to receive back pay amounting to nearly £290,000. I was left with 42 cases to carry over to the next financial year.

Christine Tarbard Outreach Service

The Outreach Service and Home Visiting Service was progressing well. We had opened two more Outreach Desks at the libraries in Rayleigh and Canvey and these were picking up nicely when COVID-19 hit forcing us to close all outreach locations and stop home visits. I continued to help people as best as possible over the telephone and still completed their benefit application forms by asking questions over the phone and then completing additional sheets for them to attach to their forms and return. This has worked very well over the past year and is something we will give our clients the choice off when we can return to the office. I have continued to work closely with Thurrock Community Support (Local Area Co-ordinators) whose clients suffer a lot of mental health issues and who are unable to navigate the systems themselves. This causes them more anxiety and stress. I also work closely with the Social Prescribers and other voluntary organisations. I also advise their family members on help available for them as they are caring for them. I have generated a lot of financial benefit for my clients, helping to improve their quality of life and improve both their physical and mental health.

Kasia Walton “Coming Together” Project

The project is for people living in Basildon and provides a range of activities to build social connections between disabled people, as well as their families and carers. Activities include coffee mornings, advice and support and areas of interest of those attending, and a Young People’s Programme, to encourage social interaction. We are starting a second group for families with children so they can play whilst the parents share happy and sad stories, supporting each other through difficult times. There are also training sessions to develop digital skills. Participants shape the project via a user forum, evaluation workshops, and by giving individual feedback.

Once COVID hit I had to stop holding the meetings and designed a way for people to keep in touch and participate in activities together to ease the stresses imposed by lockdown. We now use instant messaging and video chats to provide a reliable network of advice and friendship. We managed to gain additional funding to supply some of our members that had no access to the internet with tablets and mobile broadband for a year to allow them to still keep in touch with others. During COVID-19, whilst in person meetings were suspended, the group adapted to deliver craft packages to their usual project participants.

We hope the groups are able to meet in person again soon but the craft packs are going to continue due to their large popularity. We want to expand geographically and bring on more people to take part in our activities once meeting up again is allowed.

DIAL South Essex encourage those who are lonely, isolated or interested in learning more about living with a disability or with a disabled child to join our online chats, join in with video calls and take advantage of the various activities. We created the WhatsApp group where people have 24hr contact. We have a mixture of lonely people, retired people, people with physical disabilities and people with bad mental health conditions. We hope to continue our work in ‘New Normal’ following COVID-19 and be able to get more people involved in online activities and new projects.

CASE STUDY

Mr C has suffered from a heart condition since birth, he has had many heart surgeries and is on his 5[th] pacemaker. However, his condition continues to deteriorate.

Mr C was placed on the heart transplant list and he made an application for Personal Independence Payment (PIP), but was declined as it was decided he could manage his personal daily living and mobilising activities. When carrying out these tasks Mr C became breathless, weak and needed to rest for several hours’ or even days afterwards.

In December Mr C’s conditions deteriorated so much he was being admitted to a Newcastle hospital. He was given a date a little while in advance to allow him to get his home life in order. And he would remain in hospital until after his heart transplant.

I kept on top of Mr C’s case for PIP informing the DWP of every change as it happened.

In February upon admission to hospital, an advisor at the hospital helped Mr C to make a new claim for PIP and he was awarded Enhanced Rates of both the Daily Living and Mobility components, however this award only commenced from February and I was still fighting his original case.

Unfortunately in July after 5 months in hospital, Mr C became too unwell for a heart transplant and had to be removed from the waiting list. He had to have a Ventricular Assist Device (VAD) fitted to allow his heart to recover to a stage where he can be placed back on the transplant list.

Each month, Mr C has to travel from Essex to Newcastle for monitoring and further tests, so the last thing he wants or needs to be worrying about is an appeal or court hearing.

In October after 19 months of waiting, Mr C’s case was heard and he was awarded the Enhanced Rates for both the Daily Living and Mobility components of PIP from March until his new claim started in February.

Mr C thanked us for our help and said it took so much weight off of his mind not having to deal with the case by himself and he was able to concentrate on his health.

STATISTICS, EVALUATION & MONITORING

Below are the annual results of the evaluation and monitoring of DIAL’s service using the monthly statistics. In the financial year April 2020-March 2021 we saw a total of 2880 clients seeking information on 4476 enquiries. We also saw another 345 people at the clubs

The total of enquiries is broken down as follows;

SUBJECT AREA	2020-2021
ACCESS	10
AIDS & ADAPTATIONS	54
APPEALS	1200
MANDATORY RECONSIDERATIONS	231
SSCS1 FORMS	156
COMMUNITY CARE	120
ENERGY	34
EDUCATION	6
EMPLOYMENT	12
FINANCIAL	110
HOLIDAYS	6
HOUSING	134
LEGAL	16
MEDICAL	22
MOBILITY	44
BLUE BADGE	179
PERSONAL	2
RADAR KEYS	10
TRANSPORT	42
VOLUNTARY SERVICES/ORGANISATIONS	246
BENEFITS(VARIOUS)	2751
OTHER	86

TOTAL	5471

Benefit advice was again the main subject that we were contacted about accounting for 80% of all enquiries received. We were contacted by more people under retirement age. This year we dealt with 793 people over the age of 65 and 2385 people under 65. All contacts this year were by telephone or email.

AREAS

Although not everybody that we deal with will give us their full details we try to get the area that they live in. We are being contacted by people from further afield including Outer Boroughs of London, Havering, Dagenham, Chelmsford and Southend. Contacts from each area are shown below;

Basildon, Billericay and Wickford	806
Brentwood	53
Castle Point	128
Rochford	41
Thurrock	1935
Southend	72
Other	143
Total	3178

WEBSITE

Our website is regularly updated allowing many people to find the answers to their enquiries online for the more frequent enquiries that we deal with. The website is updated regularly and expanded to allow more people to find answers quickly and easily. We normally measure usage of the website but unfortunately due to a major computer issue this has not been possible.

BENEFITS AND GENERATED INCOME

Of the applications that we completed we have only received about a third of all results. Many claims are still being refused or clients are receiving a much lower award for Personal Independence Payment (PIP) as the criteria for qualifying for an award is more difficult to achieve than it was with DLA. With refusals for other benefits this combination is putting a higher demand on help for Mandatory Reconsiderations and Appeals Service. Results still do not take into account any additional income generated by the award of one benefit that leads to entitlement to other benefits, e.g. an award of Attendance Allowance that then leads to an entitlement to Pension Credit, Housing Benefit, etc. We can still only record the amount of the initial Attendance Allowance award for our figures as we are not informed of the rest.

Over the past year we generated a total of £1,241,121

This is made up of £705,655 from awards of benefits from forms we completed and back pay and £535,466 from successful appeals

FUNDING AND DONATIONS

We would like to thank everyone who has helped DIAL over the past year. It is becoming increasingly difficult to raise the funds needed to continue to operate, especially core funding, but, we have managed to survive another year and generate more income to continue to offer our service to our clients.

We would like to say a very big thank you to our main funders listed below that have funded DIAL’s work over the past year, without whose support we would not be able to continue to operate.

We would also like to thank all the individuals who have generously given donations throughout the year and those who have pledged a regular standing order donation. All money given is used for the direct benefit of the service, to help us to help the disabled, carers, older people and vulnerable members of our communities.

ESSEX COMMUNITY FOUNDATION VOLUNTARY SECTOR DEVELOPMENT FUND AWARDS FOR ALL NATIONAL LOTTERY COMMUNITY FUND GARFIELD WESTERN UNITED WAY

WITH

COMPLIMENTS

DIAL is a CHARITABLE INCORPORATED ORGANISATION

Registered Charity Number: 1155514

DISABILITY INFORMATION ADVICE LINE SOUTH ESSEX DIAL SOUTH ESSEX Charity Registration Number.. 1155514 STATEMENT OF Accouf4TS FOR THE YEAR ENDED 31ST MARCH 2021 BROOMS PROFEssiof4AL SERVICES LIMITED CHARTERED CERTIFIED ACCOUNTANTS REGISTERED AUDITORS

Disability Informalion Advice Line South E55ex (DIAL South Essex) Statement of Trustees, Responsibilities The irusrees are required to prepare accounis for each fjnancial year which give a true and faiT view of the Charity's's fittancial activiiies during the year arsd of its financi21 position at the end of the year. In preparing those accounts, the trustees are required to.. Select suitable accounting policies and then apply them consistently, Make judgement5 and estimat¢s that are reasonable and prudent, State whether applicable accounting standards and ststem¢nts tsf recommended praciice have been followed. subject io any material departures disclosed and explained in the accounts. Prepare the a¢count5 on the going ¢oncem basis unless it 15 inappropriate io presume thai the Charity will coniinue its activities. The trustees are Tesponsibl¢ for ke¢ping proper accounting records which disclose with reasonable a¢cura¢y the rinancial positlOD of the Charity at any time. They also are responsible for Safeguarding the assets of the Charity and hence for taking Teasonable st¢ps for the prevention and detection of fraud and other irregularities.

Independemt Examiners, Report to tbe Tru$tee5 of Disability Ihfonnathon Advite Littt South E55ex {DIAL South Es$¢A for the year emded 3151 M#r¢b 2021 I report on ihe accounts of the Charit>. foT the year ended 31 st Mar¢h 2021 Respective responsibilities of trustees aid examintr The charity's trusiees ate reswnsible for preparing (he Trnsiees. RetKIrt and the financial 5taiemenl& In 3¢rordance with applicable and United Kingdom accouniing siandards (Uniied Kingdom Generally Acc¢pl¢d Acc(Trunting Prdilicel are sei oui in ihe SLq(emeni of Trusiees, Responsibilities. The charity's Irusiees considei ihai an audit is noi required for this year lunder section 144121 of the Charitj¢5 Aci 2011 {the Chariiits Acill and Ihai an independeni examinaiion is needed. It is m> snsIbilitV to.. examine th¢ a¢counts lundeT $e¢tion 145 of the Chariii¢s Aci 20111.. to follo th¢ pr(K¢dur¢s laid in th¢ General DiTeciinn% given b). the Charity Comissiontrs (under 5¢clion 14515llbl of th¢ ChaTilies Act 20111., and 10 state whether particular matters have come 10 our attention. Bas15 ofiDdependent tximiDers' report My exatnination was caryied out in hccordance with the general Direcions given b} the Chity Commissioner5. An ¢xarnin3tion includes a revittN olth¢ accounting records keo bv the charity and a comparison of the accounts presented %4'ith tlM)Se T¢COTd5. li also includes congideratiort of an> unusual items or disclosures in the accounis. and the seeking of explanations Irorn you as tTUStees concerning any such matters. The procedures undertaken do not provide all the evidence that would be Tequired in an audil and. consequenll), no opinion is given as 10 whher (he accounts preseni a'lrue and fair vie. and ihe rwrt is lirniied to thixe mallers set out in the sialemeni below. IF¢penden{ ex(3miners'sliJi8menl In ¢oru*¢lion with rny exaininalion. no matter h4s come to my attention: hich giies me te&%onable cause to believe that, in an} material respect, lh¢ requiTeTlltnt%-. lal to keep accounting record5 in aLcoranc¢ wilh 5ectivn 130 vf the ChariiiL% Aci 2011,. and Ib} lo prepare accounts which accord with the accounting rrtords 10 comply with Ihe accouniing requirements of the Charities Ath 2011 and the regulations made theTeunder have not been mrf; OT to 'hiCh, in m). opinion. attention should be drawn in OTdeT io enable a prorer undcrstsnding of ihc accounts to be r¢ach¢d. Signed Sonia Shah FCCA ACA cfA Broorns Professional Services Ltd Broom House 39143 London Road Iladleigh Benfleet Ess¢x SS7 2QL Dated 21si S¢pietnber 2021

Di%blllty InfoTmA¢iOO Advi¢e LineStsu¢b Esst IDL4L SDuib E5sexl SiatrmeDtvfFinaDrialAettiliE5 IOT tbtyyr endtd 3lJt Mir£b 2021 Lhirtstncte4Fwds Resln¢led Fryd5 Pe•pk5 H1th A4A Fd NLCF 21 202 De¥¢1110 Ne DDnattons andlcEa¢ies OÈttiable a¢uwDes 0thr1rgd8actslryhe5 5DneThts 3.?$6 101.867 l45J70 RaiSthÈ fvnds clIble acnTrihes 221 3.756 lJ2063 97.94l Nei $&{S¢S1OThth1m¢l5 ot Incexpe4IWcl IS8TYI 31.716 F4ot rnDYtrnEDt IDlun JJ.716 1&8771 31.76 broughlf0rr4ll l 2020 7.392 5.8n 31.4)7 14.2*Y Ba(¢rrIe4 it3JsiMirtb Z02J 41,1 22.065 63.175 Jl.4117

Disability Information Advice Line South Essex O)IAL South Essex) Balance Sheet as at 31st March 2021 2021 2020 Notes Fixed assets 5,188 2. 104 Current a5set5 Debiors Balances with bankers Cash in hand 1,591 29,292 79 60,672 79 Tolal curreNt asseis 60,751 30,962 Creditors: arnount5 fslling due within one year Crcditors 2,766 1,659 2.766 1.659 Nei curreni assefs 57,985 29.303 31.407 Total asse15 le ¢urreni liahilities 63.173 Unrestri¢t¢d funds General fund 41.108 7,392 Restricted funds Peoples Healih Trust A4A NLCF nd 5.877 18, 138 22,065 63,173 31,407 These financial ststements were approved by the Trusiees on 2151 September 2021 and signed on theiT behalf by.. cLJi4k Chaitman (Car gell} Treasurer (Paul yden)

Disability Inftsrmxtlo Advitt l.ine Sotb E4ex IDL4L Soutb E55t%l holes to tht Ac£ount5 for the year ¢nd¢d 31$t 2021 I AttouDtIDI PIdeS The financial siatem¢nt5 ha%v b¢en prepaied under Ihe historical cost con¥ention They have en PFepar¢d In acrordhncr wilh Ihe Staiemcni of RecommeDd Pral(¢- Actounlineand Rcportirtg bychariiics preparin8iheir accounts In a¢cordanr¢ with the Financi Reporting sidd applicabl¢ in Ihe VK {FRS 1021 Issucd on 16th Jul> 2014. applicable accounting 5tandaTds and Ihccharnics Acf 2011 They have been prepared on an accruals b4sisof ae¢ountinE. b RetoDtlllatiOfi m.ttb Centrdlb. Acocpled A£(TrDtiIji Pr8ftitr In preparing Ihe accounts the trustee5 haNe consided whcihcr In applving the accountin8 policies required by FRS102 th¢ Charlis SORP FR5102 Eeswemeni ofcomparniive iiems was need& No restaiernents were requir. 1cOme Roth¥ttltiti come Is recognized In ihe period wh¢n the Charity Is enlitled to reeÈipi and theAm<)uni can be med5ured with reason2bltaccuracy In accord&Ke with ih15 policy GrfflJL5 are IrKlUd whEn rondiiions for re¢¢iwhavebeerttompbed wjth. Oeneial funds ue vnresiiiried fund5 which are availab fol the useai the discretion of ihe tru51ees In funhetantt ofih¢ Ecrteral objeaives ofthe charity and i¢h havÈ fK)I desiated fol any other PUSe. t>¢$iled lunds e comprised of unrestricd ffijnds ihAi have bEen Sei 85¢ by ihe trusiees forparticular purposes The aim ust of each d¢siyated fund Is sei oui in the nthes to Ihe financial R¢5triCted frtds 8re funds whh are to k used In COrdantt sp¢¢ifir re51rio1ty Msed by donors or which have W raised bythechatity for particulai putpose5 The co51 of iai5ing and adminisierithgsuch fu52re char8ed a8ain51 Ike specific fuThJs The aim and use of ch restrictcd fund Is sa out In Ihe notes ttyihÈ financi sthtements ¢. BAnkDepo5its JnicrL'Si receibabie Is thcluded in ihe IDcome and expenditrE at¢Outtt when It IS received at an 4mouni wthich Includ¢s 8nyi&x credit recoverdble from HM Revenue & Customs Inlerc5t Icccived Ir(xhdeposiisAre tLxound on receipi. f Expettdilure lknc•goltl Liabilities èr¢ rffogD15¢d a5 expendilurtag there Is a le8I or conStnlVtobllgal1ORwIr1ryS the rharitylo ihai expendiNre. it is probable ih 5ettl¢meni Will bt rtquirtd and the amount of the obligatjon can be TtbfJsvred r¢liablv All ¢xpenditur¥ Ig act¢nEed lor on kn ac¢nlS basis All expenses Including5uppon co51$ and ¥t&e costs AreAllocad orapwnioneJ to Ihe appliub expenditure headin8S 8 Alloc•ti•D ofsupport ind Gover•aDrr f.tysts Support cosis have been all{tea kt.een ¥o%emance5l5 and her 5upportC05t5 Govtmanttcosts comprise all Ct5 involvingih¢ publK ar¢wnlability Df the ch&rity?d It5 compliance with TeBulwioD gogd pract]tt Theonl) apponionTneTrt in govctnancc c0515 rclate to adfftilllstrdtiie salaries etc which are apportionAl( th¢ b4sis¢f IO% 10 govetnance costs. ba5e4 on staff time allo¢8ted io governance Issues h IDc•meT4i R¢cknimed Gift Aid Incorne IS tttOv¢ied from HMRC on IrKome received from donaiions by wayofthv gjft aid sehcmc drIrtE the >Ear. T4•gibl¢ FiiEd Assets Tangible fix•J assets are rdpita115ed henihe c05t of 5uth a55etglexclain8 VATI Lx($ £200. Tan8ible fixed a55¢15 3r¢ st8i at tr1 Ic55 deprtciation which Is pro%id¢d In anDupl Instalmcn15 ovei thtestlnted useful econornic Iives of ihe a55et5 DÈpreCitliOh is prthed At ihe followingannual tas FIx[C5 and fittin¥$ 25Vknstrai8ht t¢. j Slork5 5tLKks cmsim of purchased gwds foi resale and stad at iht IoweToIcosi Attd rtet realisable value Provisn rnade for 51ow-]novin8orth5dde ii¢ms where appropri¢.

Di5Ability I10&110 Advlct I.in¢Soutb E55e% IDtAL South Tr.ssexl Ytstts ts ihtA¢¢frull15 for the yur eDdod 31s1 Z021 Z. DontionJ and kg4¢RJ Untestii¢ted Fuud Rtttticted FU Peuplrs H¢atth Trusl Gen¢iat FuThl .44A NLCF FuDd 2Q20 39.747 101.867 145,370 134.845 3Y.747 124,N45 ). Expeadifdrt Uwwth¢i¢dF¥D4 RtSTn¢i¢d FTJJés PeDpks Heilth Trusl Fd GcJKFI A4A NLCF 2•21 (120 577 Exwditsreon.. Chgrithbk activitie5 ¢SthEted F PeoplE5 Htabb TtU51 FuThl tseDeial A4A NLCF 2020 Toh71 Tot1 SaaDdltional w5ur4llce P¢ll510n5 Pr¢k&S1o fees Telephoneandwstage 3.091 70.605 i.ooo 4.272 3.032 30 2.270 6.82 1.596 2.470 284 Offi¢¢supolies 838 2.549 1.244 1.497 fees Tiavel Ènd010[¢¢5¢5 veni$thg and prornot Q(fiteeqwpmeTht andcopierhwe Co]DwigxpeD5e5 926 1.4th5 5.077 54 260 .692 1.3 29 1.087 SvhdryexpeThses kenl, rates tcEs tkpre£iiliunoffiwes, fithn8sand tpDI 30 5QO 2.7$7 6.N3 6.756 2.189 1.088

Dl$abllAty Information Adviee Lint South Essex (DIAL South Essex) Notes to tht Actounts for the year ended 31$t Matth 2021 5. llotlioi of gveraTrE¢ iDd support Costs 2021 2920 Toi8J iILKBled Govern8nce Te]ated Othet SupFK)n COSiS Goirrnance ittlaied Other Support Salary aDd Dationoi STanCe Pcnsion5 Professioml fe¢5 Office supplies ]n5uran¢e and afflliatioll fees Office e4tsipm¢nt athd copier bC C(llputer expeDses Accta(Y Sw)dry ¢xpenxs R¢ni, rates and Seice5 7,776 7,776 132 7,000 ijs 4.272 2.549 1.244 1.692 1.396 4,272 2.549 1.244 1.692 1.396 50 1.590 2.990 2.505 J.687 960 3.102 6.757 5.102 6.757 1.713 7.229 29.773 21.012 8.135 6. Net JncominR R*5oMrees after charging- 2021 2020 Nel In¢owirygre50fffCVJ 0resffalÉd]ttI chorgtng irt the Gepjeral Ftrthl. BTOOm$ PTofessioll¥J servi Lid. depend¢nt ex2minaiiL accouDtancy. all0 aDd sl0¢Y D¢pr¢eiaiivn operat lease Tentals of equipll 960 2.189 1,692 2.565

Di53bility Inftsrmation Advice Line South Essex (DIAL South Essex) Notes to the Account5 for the j.ear ended 31st Mareb 2021 Fixtd Assets Fixturts, Fittings and Lquipm¢nt Total Co$tlValualAon At Isl April 2020 4,355 4,355 Addition5 5.273 5,273 Dis[KlS At 3 Isi March 2021 9,628 9,628 Depreciation At 1st April 2020 2,251 2,251 Charge for 2,189 2,189 Distosals Ai 31st March 2021 4.440 4.440 Net Book Value Ai 31 si March 2021 5.188 5.188 Ai S1$1.Varch 2020 2. 104 2.J04 & Dtbtor5 2021 2020 Sundry debtOT J,591 J,591 Creditors 2021 2020 Sundry credilots, a¢¢ruals and deferred income 2.766 1.659 2,766 1.659

Disability IDf0rn1¥4tlOD Advice LiD¢ South Essex (DIAL South Essex) Notes to the Attount5 for the year ended 31st March 2021 ID. Staff costs 2021 2020 S81ari¢5 Pension Ernploy¢ts' national insuranc¢ 77,063 69.670 1.154 935 697 79.078 Av¢rage numb¢r of staff during the year.. Employee's etnoluments b¢low £60,0(X) No Itusiee or peiwn reIad connected by business 10 them has T¢c¢iv¢d anv reJnunETatien from lh¢ Chgtiiv nor have Ih¢y ¢niered into ani transa¢iion. coniraci or other arrangemeni Miih Ihc Charity during th¢ year. During ihe year. no ¢XFKll5es ere reimbursed 10 ih¢ Board of ry"1ee me]nbcrs which principally represenl teimbursed trdvellingj accommodion amd SU19ten£e expcnscs IA attending rne¢iings and official arrangemcnts. 11. Fulld5 Th¢ g¢n¢Tal fund is an unr£stri¢ted fvnd used for w¢ral puryoses. b. The Pcoples Healih Trusi is & r¢stricied fund 10 supporting speciailsed work such home lsItin$ appeBls and CL* work and outreach loeaiions. e. A4A is a r¢stic fund to help people Control th¢ir finan¢es. claim their ri8hiful eniil¢m¢nts lo lead to a better quaility of life. d. NLCTr is a T¢5trided furtd kn ¥J¢niify' ¢ntitlemeni 2nd help people apply for b¢n¢fils and 5etvi¢es.

Disability InformatlOD Advice Line South Essex (DIAL Souttl Essex) Income and Expenditur¢ Account for the yegr ended 3151 Mrth 2021 2021 2020 IAtDme Grants r¢¢¢ived Donaii0Trs r1Ved Sal¢ of gwds 114.51J lQ.333 4,263 145,370 124.844 lkniuct.. Expendiiurt Sajaties and Naiiollal [ruranCe Petjsio Professtonal Fe¢5 Teltphone and Postage Training Ol¢e Supplies InsuratKe and AtTiliaiion F¢¢s Motor and ITavel Advertising and Promotion OtTiet Equipmeni 3tKI Copier Lease Cornpuitt C051S Accounian¢ Sundry l-.¥penses Renl Rates and Setvic¢s Fund Raising Costs Fixtures, Fittings alld Equipment D4)reciaiion 77,760 70,605 4,272 3,032 3,175 2,549 ,244 ,497 ,361 ,692 1,396 1,120 3,102 6,757 30 2,270 6,824 .596 2,990 5,077 2.565 .687 960 7.229 577 2,189 Totsl ExpeTrditurt 113,604 107.084 IDetititySurplu$ for the Year 31.766 J7,160 No.. This pase does JK)I fonn pgrt of the formal accounis. 10