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2022-03-31-accounts

Registered Charity No: 1157786

SPORTING PENISTONE C.I.O.

REPORT AND ACCOUNTS

YEAR ENDED 31 MARCH 2022

SPORTING PENISTONE C.I.O.

REPORT AND ACCOUNTS

YEAR ENDED 31 MARCH 2022

CONTENTS

Page
Legal and Administrative Information 3
Trustees’ Report 4-6
Independent Examiner’s Report 7
Statement of Financial Activities 8
Balance Sheet 9
Notes to the Financial Statements 10-14

Page 2

SPORTING PENISTONE C.I.O.

LEGAL AND ADMINISTRATIVE INFORMATION

YEAR ENDED 31 MARCH 2022

Full Name: SPORTING PENISTONE C.I.O. Registered Charity Number: 1157786 Principal Address: Penistone Leisure Centre Thurlstone Road Penistone Sheffield S36 9EF

Trustees: Amanda James Rachel Gibbons Karl Travis Alison Barron Annie Lightowler (appointed April 2021) Helen Slater (appointed April 2021) Michaela Rowe (appointed July 2021)

Chair: Rachel Gibbons Treasurer: Amanda James Bankers: Unity Trust Bank PO Box 7193 Planetary Road Willenhall WV1 9DG

Independent Examiner: Stephanie Tolson Community Accountant BCVS Services Priory Campus Pontefract Road Barnsley S71 5PN

Page 3

SPORTING PENISTONE C.I.O.

TRUSTEES’ REPORT

YEAR ENDED 31 MARCH 2022

The Trustees present their report and accounts for the year ended 31[st] March 2022.

The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

Structure, governance and management

Sporting Penistone is a Charitable Incorporated Organisation (CIO), registered with the Charity Commission and governed by its constitution, adopted 03 July 2014. The organisation was formerly a project of Penistone & District Community Partnership.

The affairs of the CIO are managed by the charity trustees who may exercise all the powers of the CIO. The trustees are appointed for 3 years by resolution at a trustees’ meeting.

Membership of the CIO is limited to the trustees, who have no liability to contribute to assets and no personal responsibility for settling debts and liabilities in the event of winding up.

Appointment of Trustees

In accordance with the terms of the constitution, there must be at least three charity trustees. If the number falls below this minimum, the remaining trustees can act only to call a meeting of the trustees or appoint a new trustee. The maximum number of trustees is 12.

Each new trustee is given a copy of the constitution and the latest trustee’s annual report and accounts, on or before appointment. The trustees who served during the year are shown on page 3 of this report.

Risk Management

The trustees have ultimate responsibility for identifying and managing risk. A major risk is failure to bring in sufficient income to cover the outgoing costs of running the centre. This is managed by close financial scrutiny throughout the year and ensuring the centre is booked out to groups as much as possible. For other areas the charity has policies and procedures in place to manage or lessen the effects of potential risks.

Charitable aims and objectives

The objects of the charity are:

  1. To promote for the benefit of the inhabitants of Penistone and district without distinction of sex, sexual orientation, age, disability, nationality, race or of political, religious or other opinions, by associating together the said inhabitants and the statutory authorities, voluntary and other organisations in a common effort to advance education and to provide facilities in the interests of social welfare for recreation and leisure-time occupation with the effect of improving the conditions of life for the said inhabitants.

Page 4

SPORTING PENISTONE C.I.O.

TRUSTEES’ REPORT continued

YEAR ENDED 31 MARCH 2022

  1. To establish, or secure the establishment of, a leisure centre and to maintain and manage the same (whether alone or in co-operation with any statutory authority or other person or body) in furtherance of the objects.

Activities undertaken for the public benefit

In shaping the objectives for the year, the trustees have paid due regard to the public benefit guidance published by the Charity Commission.

The Leisure Centre has continued to provide a series of activities for the local community. These include: a gym, fitness activities in the main hall and studio/cafe, badminton, table tennis, roller skating, parties and art activities. There is also ‘PenActive’, a youth club for older people. We have several groups for preschool children and a weekly dementia café. The local Mountain Rescue team store a vehicle in the garage at the back of the centre and an environmental group stores its equipment in an outside room. The private swimming baths over the road pays to use our car park. We opened a café in March 2021 to add an additional service for our users and complement our other activities.

These activities have been possible as a result of outstanding work by the trustees and other volunteers, and have generated an adequate income for the centre.

Achievements & performance during the period

The Leisure Centre opened up gradually after Covid in 2021, and we have since been able to build up our activities in the refurbished leisure centre. The centre now has a much better layout and presentation, more modern facilities and additional space. It is fully accessible and includes a changing place for people with severe disabilities. This will enable us to increase the activities we can run and the groups of people we can include over the coming years.

The Charity’s policy on reserves

The trustees recognise the need to keep reserves at a level which will give the organisation stability to enable it to continue to operate in the future.

As we operate in a building which dates back to the 1930s, and which in the past has not been maintained as well as it might, we needed to build up funds to allow us to repair and renovate the building as required. The refurbishment mentioned above has addressed a lot of issues to do with building maintenance, but there were significant areas which were not refurbished such as the flat roof at the front.

We used a significant amount of the reserves we had built up to pay for architect and surveyor fees and other refurbishment costs, and our reserves were significantly reduced. We would now like to maintain reserves at around £30,000, which would secure the long term future of Sporting Penistone. The actual level of unrestricted reserves at the year end was £36,699. (2021: £15,488).

Page 5

SPORTING PENISTONE C.I.O. TRUSTEES. REPORT continued YEAR ENDED 31 MARCH 2022 Related parties The trustees consider that there are no related parties to the charity. Trustees responsibilities for the financial statements Law applicable to charities in England & Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the charity's financial activities during the year and of its financial position at the end of the year. In preparing financial statements glving a true and fair view, the trustees should follow best practice and: select suitable accounting policies and then apply them consistently; observe the methods and principles in the Charities 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 statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation. The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy the financlal position of the charity at any time and enable the trustees to prepare financial statements for each financial year. The trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable step5 for the prevention and detection of fraud or other irregularities. Financial Position The financial statements are set out in pages 8 to 14. The Statement of Financial Activities shows a surplus for the year £9,911. (2021: £183,733). The total funds of the charity at year end, represented by unrestricted funds, stand at £36,699. (2021: £15,488). The trustees declare that they have approved the report above. Signed on behalf of the charity's trustees: Signed: Amanda Jame*.. Treasurer Date: 18th January 2023 Page 6

SPORTING PENISTONE C.I.O.

INDEPENDENT EXAMINER’S REPORT YEAR ENDED 31 MARCH 2022

I report on the accounts of the charity, which are set out on pages 8 to 14.

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year, under section 144 (2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

Basis of independent examiner’s report

My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

  1. which gives me reasonable cause to believe that in any material respect the requirements to keep accounting records, in accordance with section 130 of the 2011 Act, and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met;

or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed _______ Date 18[th] January 2023

Steph Tolson, ACMA Community Accountant BCVS Services

Priory Campus, Pontefract Road, Barnsley, S71 5PN

Page 7

SPORTING PENISTONE C.I.O.

STATEMENT OF FINANCIAL ACTIVITIES

YEAR ENDED 31 MARCH 2022

Unrestricted
Funds
Note
£
Income
Sports Centre income
58,739
Car Parking & room hire
18,710
Café & Tuckshop income
4,297
Grants received
2
20,225
Fundraising and events
2,624
Donations
88
Refunds
-
Other income
59
Total income
104,742
Expenditure
Staff costs
27,406
Equipment
3,140
Fundraising expenses
242
Repairs & maintenance
7,280
Insurance
2,334
Training
4,696
Rent and Rates
-
Utilities, telephone & internet
7,751
Admin & Stationery
3,978
Refreshments & Tuck shop
2,518
Building works/construction
5,399
Advertising
304
Legal & professional fees
3,225
Licences
1,200
Accountancy Fee
750
Depreciation
-
Miscellaneous/other
434
Total Expenditure
70,657
Net Income/(Expenditure)
34,085
Total funds brought forward
15,488
Fund Transfers and adjustments
13
(12,874)
Total funds carried forward
36,699
Restricted
Designated
Funds
Funds
£
-
-
-
-
-
-
28,609
-
-
-
855
-
-
-
-
-
29,464
-
23,382
-
1,684
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
4,415
-
-
-
-
-
-
-
-
-
-
24,157
-
-
29,481
24,157
(17)
(24,157)
452
345,307
-
12,874
435
334,024
2022
Total
Funds
£
58,739
18,710
4,297
48,834
2,624
943
-
59
134,206
50,788
4,824
242
7,280
2,334
4,696
-
7,751
3,978
2,518
9,814
304
3,225
1,200
750
24,157
434
124,295
9,911
361,247
-
371,158
2021
Total
Funds
£
24,576
-
-
217,751
2,860
6,949
-
1
252,137
22,176
2,087
-
5,976
1,153
190
234
6,015
1,889
173
4,511
-
1,118
35
725
22,110
12
68,404
183,733
177,514
-
361,247

The Statement of Financial Activities includes all gains and losses recognised in the year.

Prior year income includes restricted grants and donations of £178,501. All other prior year income is unrestricted. Prior year expenditure includes depreciation of £22,110 allocated to designated funds and the following amounts from restricted funds - £218 Legal fees, £733 admin costs, £1,481 Equipment costs and £4,511 building construction costs. All other prior year expenditure is unrestricted.

Page 8

SPORTING PENisfoNE C.I.O. BALANCE SHEET YEAR ENDED 31 MARCH 2022 2022 2021 Nole Fixed assets Tangible Fixed Assets 334,024 345,307 Currenl assets Debtors Cash at bank and in hand Tolal current assets 4,453 39,936 44.389 18,762 18,762 CurTrnt liabiliti&$ Creditors amounts falling due within one year 2,822 37,134 15,940 Nei curreni asseis 371,158 361.247 Not assets Funds oflhe ¢harity Unreslricled funds Designated funds (Fixed Assets} Restricted funds 12 36,699 334.024 435 15,488 345,307 452 Total lunds 371,158 361,247 The trustees declare that they have approved the accounts above. Signed on behalf of the charity's trustees: Date: 18 January 2023 Amanda James. Treasurer Page 9

SPORTING PENISTONE C.I.O.

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2022

1. Accounting policies

Basis of the preparation of the accounts

The financial statements have been prepared in accordance with 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 (FRS102) (effective 1 January 2019) – (Charities SORP (FRS102)).

Sporting Penistone CIO meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost or transaction value, unless otherwise stated in the relevant accounting policy note(s).

Income and expenditure has been analysed in the accounts using natural classification, in accordance with the provisions of Section 4.6, SORP 2019 (smaller charities). The charity also meets the requirements for exemption from preparing a statement of cash flows.

Going Concern note

After reviewing the charity’s forecasts and projections and its reserves, the trustees have reasonable expectation that the charity has adequate resources to continue in operation for the 12 month period, from the date of the signing of these accounts.

Incoming resources

All material incoming resources have been included in the Statement of Financial Activities when the charity is entitled to the income, when any performance conditions attached are met, when it is probable that the income will be received and when the amount can be measured reliably.

Donated goods and services

Donated facilities and services are recognised in the accounts, at the amount the charity would pay in the open market for a service equivalent to that being donated, when the charity would otherwise have purchased them and the value can be measured reliably.

Donated goods for the charity’s own use are recognised as income, at their fair value.

The contribution of general volunteers is not recognised as income in the charity accounts.

Resources Expended

All expenditure is included on an accruals basis and is recognised as a liability is incurred.

Tangible Fixed Assets

Tangible fixed assets, with a cost exceeding £1,000, are capitalised and depreciated over their expected useful lives. The following rates apply:

Equipment, Fixtures & Fittings - 20% on a straight line basis Leasehold Improvements - 5% on a straight line basis

Page 10

SPORTING PENISTONE C.I.O.

NOTES TO THE FINANCIAL STATEMENTS continued

YEAR ENDED 31 MARCH 2022

Taxation

Sporting Penistone CIO is a registered charity and is exempt from UK corporation tax on income from its charitable activities.

Funds Structure

The charity maintains a general unrestricted fund which represents funds which are expendable at the discretion of the trustees in furtherance of the objects of the charity.

Restricted funds have been provided to the charity for particular purposes and may only be spent for the purposes for which they were given. Any balance remaining outstanding on a restricted fund at the end of the year is carried forward as a balance on that fund, unless permission has been given by the funder to remove the restriction on the balance outstanding.

Funds relating to capital expenditure are transferred to a designated fund against which depreciation is charged.

2. Grants Received

BMBC Ward Alliance
Sport England CLRF
Kickstart Grant for wages
EPIP Leader grant
SSE funding for contruction work
BMBC Better Barnsley Bond
East Riding of Yorkshire 4 Good Fund
SSE funding for office payments system
BMBC Covid Support funding
HMRC CJRS Furlough grant
SSE Unrestricted funding
Co-op Community Fund
2021
£
£
3,560
-
19,860
-
3,522
-
-
165,277
-
6,666
-
2,908
-
2,000
1,667
750
13,579
28,090
4,072
8,938
-
1,667
2,574
1,455
48,834
217,751
2022

The Sport England Community Leisure Recovery Fund was a £19,860 restricted grant to fund wages and restarting activities following the Covid-19 Pandemic.

The BMBC Ward Alliance grant of £3,560 was received to fund the construction of a corridor, as part of the construction works to create a new café.

The Kickstart Scheme is a government scheme to get young people into employment. This restricted grant of £3,522 funded wages and equipment for a new employee.

Page 11

SPORTING PENISTONE C.I.O.

NOTES TO THE FINANCIAL STATEMENTS continued

YEAR ENDED 31 MARCH 2022

The SSE funding was a Community Business Trade-up grant of £1,667 which was the final payment of grants issued in the previous financial year. This funded equipment for a new payments system.

BMBC provided £13,579 of support as Covid-19 Crisis funding, this was unrestricted.

The HMRC CJRS provided funding to enable a number of staff to be furloughed through the pandemic.

The Co-op Community grant is part of the ongoing scheme to support local projects and is unrestricted. The grant this year has helped fund new gym equipment.

3. Fixed Assets

£
Cost
Balance b/f - 01.04.21
363,765
Additions in year
-
Disposals
-
Balance c/f at 31.03.22
363,765
Depreciation
Balance b/f - 01.04.21
28,604
Disposals
-
Charge for the year
18,188
Balance c/f at 31.03.22
46,792
NBV at 31 March 2022
316,973
NBV at 31 March 2021
335,161
Leasehold
Property
Improvements
Total
£
£
19,606
383,371
12,874
12,874
-
-
32,480
396,245
9,460
38,064
-
-
5,969
24,157
15,429
62,221
17,051
334,024
10,146
345,307
Equipment,
Fixtures &
Fittings

4. Debtors

Debtors 2022
2021
£
£
4,453
-
4,453
-

Page 12

SPORTING PENISTONE C.I.O.

NOTES TO THE FINANCIAL STATEMENTS continued

YEAR ENDED 31 MARCH 2022

5. Creditors

Accountancy accrual
Payroll accrual
2022
2021
£
£
750
725
6,505
2,097
7,255
2,822

6. Staff costs and numbers

Staff costs and numbers
Salaries cost
Social Security Costs
Pensions
Average number of staff employed during
the year
2022
£
48,965
1,389
434
50,788
10
2021
£
21,153
965
58
22,176
2

No individual employee received remuneration of more than £60,000.

7. Trustee payments, benefits and expenses

During the period, trustee A Barron received remuneration payments of £3,781 for the supply of services to the Charity. There were no other trustee payments. (2021: £1,050)

8. Related Party Transactions

No payments were made to related parties during the period. (2021: £0)

10. Independent Examination of Accounts

The cost of the independent examination for the year was £750 (2021: £725).

11. Land & Buildings

A 30 year lease dated 9[th] May 2019 exists between the charity and Barnsley Metropolitan Borough Council (BMBC), relating to the leisure centre land & Building. Improvements to the leasehold property are recognised as fixed assets in the charity’s accounts

Page 13

SPORTING PENISTONE C.I.O.

NOTES TO THE FINANCIAL STATEMENTS continued

YEAR ENDED 31 MARCH 2022

12. Movement In Funds

Unrestricted funds
General Fund
Designated funds
Fixed Assets
Restricted funds
BMBC Ward Alliance
BMBC Penistone Active fund
Sport England CLRF
Kickstart
SSE Trade Up Office Payments
R Thompson Donation
Penistone Round Table Donation
TOTAL FUNDS
Opening
balance
£
15,488
15,488
345,307
345,307
-
435
-
-
17
-
-
452
361,247
Incoming
resources
£
104,742
104,742
-
-
3,560
-
19,860
3,522
1,667
450
405
29,464
134,206
(Resources
expended)
£
(70,657)
(70,657)
(24,157)
(24,157)
(3,560)
-
(19,860)
(3,522)
(1,684)
(450)
(405)
(29,481)
(124,295)
Transfers &
Closing
adjustments
balance
£
£
(12,874)
36,699
(12,874)
36,699
12,874
334,024
12,874
334,024
-
-
-
435
-
-
-
-
-
-
-
-
-
-
-
435
-
371,158

13. Fund Transfers

£12,874 was transferred to the designated fixed assets fund, to cover capital spend in accordance with the Fixed Asset policy. This was for various items for the new kitchen and some gym equipment.

Page 14