OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-03-31-accounts

CHARITY REGISTRATION NUMBER: 1157329

Morton Community Centre Unaudited Financial Statements

31 March 2024

GORDON CONSULTANCY LIMITED

Chartered accountants Briar Lea House Brampton Road Longtown Carlisle Cumbria CA6 5TN

Morton Community Centre

Financial Statements

Year ended 31 March 2024

Page
Trustees' annual report 1
Chartered accountant's report to Morton Community Centre on
the unaudited financial information 4
Statement of financial activities 5
Statement of financial position 6
Notes to the financial statements 7
The following pages do not form part of the financial statements
Detailed statement of financial activities 16
Notes to the detailed statement of financial activities 17

Morton Community Centre

Trustees' Annual Report

Year ended 31 March 2024

The trustees present their report and the unaudited financial statements of the charity for the year ended 31 March 2024.

Reference and administrative details

Registered charity name Morton Community Centre Charity registration number 1157329 Principal office Wigton Road Carlisle Cumbria CA2 6JP The trustees Mrs A Carter (Appointed 2 November 2023) Mr G Bird Mr S Sidgwick Mr S Craig Mr G English Mr T Linford (Retired 17 November 2023) Mrs A Quilter Accountants Gordon Consultancy Limited Chartered accountants Briar Lea House Brampton Road Longtown Carlisle Cumbria CA6 5TN

Structure, governance and management

The Centre is non-party in politics and non-sectarian in religion. The Centre is run by a management committee which includes representatives from Carlisle City Council.

Objectives and activities

The Objectives of the Centre are to promote the benefit of the inhabitants of Morton and the neighbourhood by providing facilities, social welfare, recreation and leisure.

Achievements and performance

A successful year and we continue to promote the welfare and benefit of the inhabitants of Morton and the neighbourhood, providing facilities, social welfare groups, recreation and leisure services.

- 1 -

Morton Community Centre

Trustees' Annual Report (continued)

Year ended 31 March 2024

Achievements and performance (continued)

Supporting everyone, young and old in our community. We ensure we deliver 3 Holiday Health and Food Activity Schemes throughout the year during school holidays providing local school children days filled with sports, activities and a healthy hot meal, along with discussions around healthy food choices and our climate.

We continue to provide subsidised meals for our old age pensioners group who attend on a weekly basis, we work in partnership with local police and voluntary groups to ensure they receive information to help keep them feel safe and up to date, enabling them to reach out and prevent isolation.

We've received funding from the police Commissionaires Office, towards providing young adults who are referred to us via Barnardo's, Social services and Police enabling us to provide a disciplined educational environment using none contact sport which helps with anger management, and to focus and develop social skills.

The centre is taking weekly bookings for funerals, parties, functions / charity nights, baby showers etc.

We utilise our café bar, (awarded 5 stars in September) and members bar efficiently, delivering food and drink during opening hours and various functions.

Staff wages continue to be our highest outgoings; however, we operate on skeleton staff and ensure we are not overstaffed.

We utilise voluntary staff where we can, they support with internal decorating and projects which need completing.

Our pre-school nursery has had a good intake, and we continue to receive monies to support. Following an inspection in April 2024 when we were awarded "GOOD".

Financial review

Whilst the centre made a loss in the year, the trustees are satisfied with the results for the year and the possibilities for the future.

We aim to continue providing our services and facilities here at Morton Manor Community Centre. The council have invested in our heating system, installing new boilers to support the centre run more efficiently, reducing energy bills, ultimately offering a warmer more comfortable environment for everyone. We will offer a winter warm hub to support our community, ensuring they have the chance to come into a warm welcoming building and receive a hot drink and refreshment when the weather is particularly bad.

Reserves Policy:

The Reserve Fund represents the unrestricted funds arising from past operative results. The Trustees are satisfied that this should operate at the equivalent of three months operating expenditure which is satisfactory given the external risk to the Local Authority grant, the contractual obligations of the staff and the ongoing maintenance of the Community Centre not covered by the Lease arrangement with the Local Authority.

Risk Management:

The Management Committee has conducted its own review of the major risks to which the charity is exposed and systems have been established to mitigate those risks.

Internal risks are minimised by the implementation of procedures for authorisation of all transactions and to ensure consistent duty of care and customer satisfaction. These procedures are periodically reviewed to ensure that they still meet the needs of the charity

- 2 -

Morton Community Centre

Trustees' Annual Report (continued)

Year ended 31 March 2024

Plans for future periods

We are aiming to continue developing our services and facilities here at Morton Manor Community Centre. The council have invested and updated our heating system, installing new boilers to support us being more efficient with energy and reduce our bills, overall resulting in a warmer more pleasing environment.

We will offer a warm hub pending funding, for our local community to ensure they have the chance to come into a warm welcoming building when the weather is particularly bad this coming winter.s The Trustee Committee continue to support with management and financial decisions in the best interest of the centre.

The trustees' annual report was approved on 31 July 2024 and signed on behalf of the board of trustees by:

Mr G English Trustee

- 3 -

Morton Community Centre

Chartered Accountant's Report to Morton Community Centre on the Unaudited Financial Information of Morton Community Centre

Year ended 31 March 2024

As described on the statement of financial position, the trustees of the charity are responsible for the preparation of the financial statements for the year ended 31 March 2024, which comprise the statement of financial activities, statement of financial position and the related notes.

You consider that the charity is exempt from an audit under the Charities Act 2011.

In accordance with your instructions we have compiled these financial statements in order to assist you to fulfil your statutory responsibilities, from the accounting records and from information and explanations supplied to us.

GORDON CONSULTANCY LIMITED Chartered accountants

Briar Lea House Brampton Road Longtown Carlisle Cumbria CA6 5TN

- 4 -

Morton Community Centre

Statement of Financial Activities

Year ended 31 March 2024

2024 2023
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donations and legacies 4 152,803 152,803 170,060
Other trading activities 5 457,300 457,300 359,584
   
Total income 457,300 152,803 610,103 529,644
   
Expenditure
Expenditure on charitable activities 6,7 484,133 174,912 659,045 546,689
   
Total expenditure 484,133 174,912 659,045 546,689
   
   
Net expenditure (26,833) (22,109) (48,942) (17,045)
   
Transfers between funds (16,335) 16,335
   
Net movement in funds (43,168) (5,774) (48,942) (17,045)
Reconciliation of funds
Total funds brought forward 43,185 23,717 66,902 83,947
   
Total funds carried forward 17 17,943 17,960 66,902
   

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 7 to 14 form part of these financial statements.

- 5 -

Morton Community Centre

Statement of Financial Position

31 March 2024

2024 2023
Note £ £ £
Fixed assets
Tangible fixed assets 13 43,080 53,625
Current assets
Stocks 14 8,211 8,219
Debtors 15 7,349 12,920
Cash at bank and in hand 72,123 99,689
 
87,683 120,828
Creditors: amounts falling due within one year 16 96,692 81,440
 
Net current liabilities (9,009) 39,388
 
Total assets less current liabilities 34,071 93,013
Creditors: amounts falling due after more than
one year 17 16,111 26,111
 
Net assets 17,960 66,902
 
Funds of the charity
Restricted funds 17,943 23,717
Unrestricted funds 17 43,185
 
Total charity funds 18 17,960 66,902
 

These financial statements were approved by the board of trustees and authorised for issue on 31 July 2024, and are signed on behalf of the board by:

Mr G English Trustee

The notes on pages 7 to 14 form part of these financial statements.

- 6 -

Morton Community Centre

Notes to the Financial Statements

Year ended 31 March 2024

1. General information

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is Wigton Road, Carlisle, Cumbria, CA2 6JP.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the 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) (Charities SORP (FRS 102)) and the Charities Act 2011.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Disclosure exemptions

The entity satisfies the criteria of being a qualifying entity as defined in FRS 102. As such, advantage has been taken of the following disclosure exemptions available under paragraph 1.12 of FRS 102:

(a) No cash flow statement has been presented for the company.

(b) Disclosures in respect of financial instruments have not been presented.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

- 7 -

Morton Community Centre

Notes to the Financial Statements (continued)

Year ended 31 March 2024

3. Accounting policies (continued)

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

Resources expended

Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is reported as part of the expenditure to which it relates.

Costs of generating funds comprise the costs associated with attracting voluntary income and the costs of trading for fundraising purposes including the charity's shop.

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Fundraising costs are those incurred in seeking voluntary contributions and do not include the costs of disseminating information in support of the charitable activities.

Support costs are those incurred directly in support of expenditure on the objects of the charity and include project management.

Tangible assets

All fixed assets are initially recorded at cost.

- 8 -

Morton Community Centre

Notes to the Financial Statements (continued)

Year ended 31 March 2024

3. Accounting policies (continued)

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Land and Buildings - 5% straight line Fixtures and Fittings - 15% straight line Equipment - 15% straight line

Impairment of fixed assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date.

For the purposes of impairment testing, when it is not possible to estimate the recoverable amount of an individual asset, an estimate is made of the recoverable amount of the cashgenerating unit to which the asset belongs. The cash-generating unit is the smallest identifiable group of assets that includes the asset and generates cash inflows that largely independent of the cash inflows from other assets or groups of assets.

For impairment testing of goodwill, the goodwill acquired in a business combination is, from the acquisition date, allocated to each of the cash-generating units that are expected to benefit from the synergies of the combination, irrespective of whether other assets or liabilities of the charity are assigned to those units.

Stocks

Stocks are measured at the lower of cost and estimated selling price less costs to complete and sell. Cost includes all costs of purchase, costs of conversion and other costs incurred in bringing the stock to its present location and condition.

Financial instruments

A financial asset or a financial liability is recognised only when the charity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

Debt instruments are subsequently measured at amortised cost.

Where investments in shares are publicly traded or their fair value can otherwise be measured reliably, the investment is subsequently measured at fair value with changes in fair value recognised in income and expenditure. All other such investments are subsequently measured at cost less impairment.

- 9 -

Morton Community Centre

Notes to the Financial Statements (continued)

Year ended 31 March 2024

3. Accounting policies (continued)

Financial instruments (continued)

Other financial instruments, including derivatives, are initially recognised at fair value, unless payment for an asset is deferred beyond normal business terms or financed at a rate of interest that is not a market rate, in which case the asset is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Other financial instruments are subsequently measured at fair value, with any changes recognised in the statement of financial activities, with the exception of hedging instruments in a designated hedging relationship.

Financial assets that are measured at cost or amortised cost are reviewed for objective evidence of impairment at the end of each reporting date. If there is objective evidence of impairment, an impairment loss is recognised under the appropriate heading in the statement of financial activities in which the initial gain was recognised.

For all equity instruments regardless of significance, and other financial assets that are individually significant, these are assessed individually for impairment. Other financial assets are either assessed individually or grouped on the basis of similar credit risk characteristics.

Any reversals of impairment are recognised immediately, to the extent that the reversal does not result in a carrying amount of the financial asset that exceeds what the carrying amount would have been had the impairment not previously been recognised.

4. Donations and legacies

Restricted Total Funds Restricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
Grants
Grants receivable 152,803 152,803 170,060 170,060
Other trading activities
Unrestricted Total Funds Unrestricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
Weddings 4,581 4,581 652 652
Centre 261,409 261,409 226,196 226,196
Nursery 17,979 17,979 24,084 24,084
Bar Income 173,331 173,331 108,652 108,652
   
457,300 457,300 359,584 359,584
   

5. Other trading activities

- 10 -

Morton Community Centre

Notes to the Financial Statements (continued)

Year ended 31 March 2024

6. Expenditure on charitable activities by fund type

Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Centre 240,252 42,987 283,239
Nursery 3,625 125,285 128,910
Bar 145,501 145,501
Support costs 94,755 6,640 101,395
  
484,133 174,912 659,045
  
Unrestricted Restricted Total Funds
Funds Funds 2023
£ £ £
Centre 209,793 56,979 266,772
Nursery 17,835 100,574 118,409
Bar 73,857 73,857
Support costs 81,011 6,640 87,651
  
382,496 164,193 546,689
  

7.

Expenditure on charitable activities by activity type

Activities
undertaken Grant funding Total funds Total fund
directly of activities Support costs 2024 2023
£ £ £ £ £
Centre 240,252 42,987 86,213 369,452 339,498
Nursery 125 128,785 128,910 118,409
Bar 145,501 145,501 73,857
Governance costs 15,182 15,182 14,925
    
385,878 171,772 101,395 659,045 546,689
    

8. Analysis of support costs

Centre Total 2024 Total 2023
£ £ £
Staff costs 86,213 86,213 58,747
Governance costs 16,322 16,322 18,606
  
102,535

102,535

77,353


9. Net expenditure

Net expenditure is stated after charging/(crediting):

2024 2023
£ £
Depreciation of tangible fixed assets 12,293

12,702


- 11 -

Morton Community Centre

Notes to the Financial Statements (continued)

Year ended 31 March 2024

10. Staff costs

The total staff costs and employee benefits for the reporting period are analysed as follows:

2024 2023
£ £
Wages and salaries 354,464 308,179
 

The average head count of employees during the year was 21 (2023: 19). The average number of full-time equivalent employees during the year is analysed as follows:

2024 2023
No. No.
Number of nursery staff 8 7
Number of centre staff 4 4
Number of management staff 1 1
Number of coffee bar and housekeeping 8 7
 
21 19
 

No employee received employee benefits of more than £60,000 during the year (2023: Nil).

11. Trustee remuneration and expenses

None of the trustees received any remuneration during the period.

12. Transfers between funds

The restricted funds were reviewed during the year and where the restrictions have now been cleared, the amounts were transferred back to unrestricted funds.

13. Tangible fixed assets

Land and Fixtures and
buildings fittings Equipment Total
£ £ £ £
Cost
At 1 April 2023 215,774 6,050 167,828 389,652
Additions 1,748 1,748
   
At 31 March 2024 215,774 6,050 169,576 391,400
   
Depreciation
At 1 April 2023 171,795 6,050 158,182 336,027
Charge for the year 9,381 2,912 12,293
   
At 31 March 2024 181,176 6,050 161,094 348,320
   
Carrying amount
At 31 March 2024 34,598 8,482 43,080
   
At 31 March 2023 43,979 9,646 53,625
   
14. Bar stock
2024 2023
£ £
Raw materials and consumables 8,211 8,219
 

- 12 -

Morton Community Centre

Notes to the Financial Statements (continued)

Year ended 31 March 2024

15. Debtors

2024 2023 £ £ Trade debtors 6,692 12,304 Prepayments and accrued income 657 616   7,349 12,920   Creditors: amounts falling due within one year 2024 2023 £ £ Bank loans and overdrafts 10,000 10,000 Trade creditors 72,669 63,399 Accruals and deferred income 4,157 800 Social security and other taxes 9,866 7,241   96,692 81,440   Creditors: amounts falling due after more than one year 2024 2023 £ £ Bank loans and overdrafts 16,111 26,111  

16. Creditors: amounts falling due within one year

17. Creditors: amounts falling due after more than one year

18. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At
At 31 March 202
1 April 2023 Income Expenditure Transfers 4
£ £ £ £ £
General funds 43,185 457,300 (484,133) (16,335) 17
    
At
At 31 March 202
1 April 2022 Income Expenditure Transfers 3
£ £ £ £ £
General funds 66,097 359,584 (382,496) 43,185
    

- 13 -

Morton Community Centre

Notes to the Financial Statements (continued)

Year ended 31 March 2024

18. Analysis of charitable funds (continued)

Restricted funds

Restricted funds
At
At 31 March 202
1 April 2023 Income Expenditure Transfers 4
£ £ £ £ £
Restricted Funds 23,717 152,803 (174,912) 16,335 17,943
    
At
At 31 March 202
1 April 2022 Income Expenditure Transfers 3
£ £ £ £ £
Restricted Funds 17,850 170,060 (164,193) 23,717
    
Analysis of net assets between funds
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Tangible fixed assets 38,510 4,570 43,080
Current assets 69,740 17,943 87,683
Creditors less than 1 year (96,692) (96,692)
Creditors greater than 1 year (16,111) (16,111)
  
Net assets (4,553) 22,513 17,960
  
Unrestricted Restricted Total Funds
Funds Funds 2023
£ £ £
Tangible fixed assets 42,415 11,210 53,625
Current assets 108,321 12,507 120,828
Creditors less than 1 year (81,440) (81,440)
Creditors greater than 1 year (26,111) (26,111)
  
Net assets 43,185 23,717 66,902
  

19. Analysis of net assets between funds

- 14 -

Morton Community Centre

Management Information

Year ended 31 March 2024

The following pages do not form part of the financial statements.

- 15 -

Morton Community Centre

Detailed Statement of Financial Activities

Year ended 31 March 2024

2024 2023
£ £
Income and endowments
Donations and legacies
Grants receivable 152,803 170,060
 
Other trading activities
Weddings 4,581 652
Centre 261,409 226,196
Nursery 17,979 24,084
Bar Income 173,331 108,652
 
457,300 359,584
 
 
Total income 610,103 529,644
 
Expenditure
Expenditure on charitable activities
Opening stock 8,219 6,064
Purchases 157,854 131,275
Closing stock 8,211 8,219
Wages and salaries 354,464 308,179
Rent 10,000 10,000
Rates and water 4,104 5,397
Light and heat 33,772 24,905
Repairs and maintenance 7,299 10,587
Insurance 6,274 6,376
Other establishment 1,951 940
Legal and professional fees 290 934
Telephone 4,230 3,645
Other office costs 65,858 33,256
Depreciation 12,293 12,702
Other interest payable and similar charges 648 648
 
659,045 546,689
 
 
Total expenditure 659,045 546,689
 
 
Net expenditure 48,942

17,045


- 16 -

Morton Community Centre

Notes to the Detailed Statement of Financial Activities

Year ended 31 March 2024

2024 2023
£ £
Expenditure on charitable activities
Centre
Activities undertaken directly
Purchases 61,744 48,509
Wages/salaries 178,508 162,708
 
240,252 211,217
 
Grant funding activities
Purchases 14,287 25,644
Wages & salaries 28,700 28,700
Rates & water 1,211
 
42,987 55,555
 
Support costs
Rates & water 4,104 4,186
Light & heat 32,022 23,492
Repairs & maintenance 7,299 10,587
Insurance 6,274 6,376
Legal and professional fees 299
Telephone 4,230 3,645
Other office costs 32,284 24,141
 
86,213 72,726
 
Nursery
Activities undertaken directly
Purchases 125 1,652
Wages & salaries 16,183
 
125 17,835
 
Grant funding activities
Purchases 7,021 5,808
Wages/salaries 102,387 78,690
Rent 10,000 10,000
Light & heat 1,750 1,413
Other office costs 7,627 4,663
 
128,785

100,574


Bar

- 17 -

Morton Community Centre

Notes to the Detailed Statement of Financial Activities (continued)

Year ended 31 March 2024

2024 2023
£ £
Activities undertaken directly
Opening stock 8,219 6,064
Purchases 74,677 49,662
Closing stock 8,211 8,219
Wages/salaries 44,869 21,898
Other office costs 25,947 4,452
 
145,501 73,857
 
Governance costs
Other establishment 1,951 940
Accountancy fees 290 635
Depreciation 12,293 12,702
Other finance costs 648 648
 
15,182 14,925
 
 
Expenditure on charitable activities 659,045 546,689
 

- 18 -