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2025-03-31-accounts

REGISTERED COMPANY NUMBER: 02419631 (England and Wales) REGISTERED CHARITY NUMBER: 1158859

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 March 2025

for

Skills Work and Enterprise Development Agency Ltd

Altus Business Consulting Ltd 88-89 High Street Wordsley Stourbridge West Midlands DY8 5SB

Skills Work and Enterprise Development Agency Ltd

Report of the Trustees for the Year Ended 31 March 2025

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2025. 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).

SWEDA's primary objective, as stated in the Memorandum of Association, is 'for the relief of unemployment for the public benefit'. It is SWEDA's mission to be an independent and authoritative advocate to support disadvantaged people across Sandwell and the Black Country towards employment and/or self-employment. Our vision is that all deprived communities have access to equal opportunities for employment. SWEDA have a client focused approach, and all views, concerns and suggestion of our clients are taken into account to develop future services and ensure our support suits the needs of our community. Our policies and support services take full account of inequalities, including those linked to age, sexuality, disability, religion, ethnicity and social class. The Trustees have also considered Charity Commission guidance on public benefit when planning all activities.

OBJECTIVES AND ACTIVITIES

Objectives and aims

SWEDA's primary objective, as stated in the Memorandum of Association, is 'for the relief of unemployment for the public benefit'. It is SWEDA's mission to be an independent and authoritative advocate to support disadvantaged people across Sandwell and the Black Country towards employment and/or self-employment. Our vision is that all deprived communities have access to equal opportunities for employment. SWEDA have a client focused approach, and all views, concerns and suggestion of our clients are taken into account to develop future services and ensure our support suits the needs of our community. Our policies and support services take full account of inequalities, including those linked to age, sexuality, disability, religion, ethnicity and social class. The Trustees have also considered Charity Commission guidance on public benefit when planning all activities.

Page 1

Skills Work and Enterprise Development Agency Ltd

Report of the Trustees for the Year Ended 31 March 2025

OBJECTIVES AND ACTIVITIES

Significant activities

SWEDA actively promotes and supports Sandwell Council (Vision 2030) and West Midland combined Authority priorities through all its services. SWEDA is committed to delivering diverse services as an independent organisation providing advice, guidance, mentoring and training to support the relief of unemployment, improve digital skills and creation of new Enterprises across Sandwell and the Black Country. We work closely with a range of organisations across these areas, including Sandwell Council and other key partners from the voluntary, community and statutory sectors. We also work closely to align our services to Sandwell. Councils Vision 2030 and WMCA (West Midlands Combined Authority) which includes the following key themes:

Sandwell Council's Growth Vision 2023:

o Workforce and young people have the right skills to access jobs in a growing economy High quality education and training opportunities

o More job opportunities for residents Promoting community economic development

o Promoting community cohesion and regeneration

o Support the development of new Businesses including Social Enterprises

o Supporting diverse range of growing businesses and opportunities for inward investment

o Improved health and well-being of local residents through partnership working and joined up services. Improved digital skills of local residents

WMCA West Midlands Growth Plan:

o More young people will be in employment or training

o More people who are not able to work will be supported to overcome their barriers, stopping them from accessing quality employment

o More people will have higher level skills and be equipped for the jobs of the future

o More people will live longer, healthier lives

o Education, health and economic outcomes between the region' ethnic groups will be more equal

o We will build and deliver an integrated Employment and Skills System o A Get West Midlands Working Plan

o £30 million for bold, local skills innovation

Public benefit

Sandwell has one of the highest rates of unemployment across the UK and is currently the 12th most deprived borough in the UK. It is our aim to provide the following:

The relief of financial hardship by the provision of free advice and assistance The advancement of education, training or retraining

Business / Social Enterprise advice, mentoring and training The creation of training and employment opportunities. Improve physical and metal health and wellbeing of local residents.

SWEDA is based within West Bromwich - one of the six towns within Sandwell. The Trustees confirm that they have complied with the duty in Section 4 of the Charities Act 2006 to have due regard to public benefit guidance published by the Charity Commission. The following activities have been undertaken for the public benefit.

Page 2

Skills Work and Enterprise Development Agency Ltd

Report of the Trustees for the Year Ended 31 March 2025

ACHIEVEMENT AND PERFORMANCE Charitable activities Advice, Support, Mentoring and Training Employability & Life Skills

We support unemployed clients and those on low income (working less than 16 hours per week) or zero-hour contracts and entitled to welfare benefits.

Employment:

We deliver a set of employment related workshops to build individuals confidence levels as well as their understanding of skills required to successfully enter employment, these include

o Effective Communication Skills Self Esteem / Confidence Building

o Interview Skills/Techniques - Face to face and virtual job interviews

o CV preparation

o Effective job searching including searching online Virtual job interview skills

o Benefits of volunteering

o Improve Financial Literacy E.g. Personal Budgeting In-work benefits advice

o ESOL (English for Speakers of Other Languages) Training

Self-employment/Enterprise Support:

Support for individuals or groups wishing to set up a new Business or a Social Enterprise.

We deliver a Business / Self-employment programme which includes a range of workshops (in person and virtually), for those who wish to pursue self-employment or set up their own Social enterprise. This is followed by individualised support from a qualified Business Advisor. This support includes the following:

o 1-2-1 Advice and Mentoring Business planning Marketing

o Use of Social Media for Business

o Business Networking

o Access to finance information (Loans & Grants)

o Support for established micro businesses, sole traders, SMEs, Social Enterprises

o We work with a wide range of partners across the Black Country to deliver a number of projects. For all Self-employment and social enterprise clients, we provide on-going advice and mentoring to support their business, sustainability and future growth.

Welfare Benefits Advice

We are a part of Sandwell Advice Providers Network (SAPN) and have been providing welfare benefits advice and support to our clients for several years. This has become a growing area especially with the introduction of Universal credit. Majority of these clients require Digital support. All of which compounds the challenges of ensuring that customers are claiming their full entitlement under Universal Credit.

Welfare Benefit Support includes the following

o Universal Credit

o Health related Benefits e.g. PIP (Personal Independent Payments) Understanding Tax Credits and Welfare Benefits o Better off Welfare Benefits calculations Welfare Advisory Services:

o Support to apply for Pension Credits

o Information about local Foodbanks and Food pantries Budgeting - Money Savings Tips, information on Social tariffs o Apply for rebates e.g. Council Tax, Reduction in water rates, Energy Bills

o Access support from charitable trusts e.g. for white goods, reduction in Utility Bills (Water Assure)

Page 3

Skills Work and Enterprise Development Agency Ltd

Report of the Trustees

for the Year Ended 31 March 2025

oI nformation about Warm Spaces in Sandwell - to stay warm and safe, to stay connected with others to reduce loneliness and isolation and get support with mental health and well-being issues.

o Cost of Living advice and support.

o Digital inclusion/Digital Training

Health and Wellbeing

During 2024 - 2025, SWEDA also delivered a range of holistic health and wellbeing activities across Sandwell through projects including Wider Determinants of Health (WDH) and Reach and Reconnect.

These activities included:

o Community outreach work o Wellbeing workshops o Digital support o ESOL health and wellbeing activity o Walking groups o Bike riding

o Knitting groups and one-to-one support delivered through community venues and libraries

This work helped residents improve health awareness, build digital confidence, access relevant services such as the NHS App and GP appointments, reduce social isolation and strengthen their connection to the wider community.

Digital inclusion / Digital Training

Sandwell and Black Country residents are among some of the lowest internet users in the country. This has become more acute with the introduction of Universal Credit and the requirements for clients to do job search and manage their Universal Credit journal online. We deliver a range of accredited and unaccredited IT training courses. We are also a UK online approved centre and through this we provide our clients with basic digital skills and inform our self-employed clients about HMRC services.

Digital support includes the following:

o A range of Microsoft Office Accredited courses (Beginners to Advanced) o A range of courses in Using keyboard & Mouse, Using Email, Using internet safely, o Online Banking, Identity Protection - using IT safely

o Empower clients to set up their own Universal Credit account and manage their online UC Journals. Access online / offline mainstream services.

o Training to use a range of Virtual platforms e.g. Zoom and MS Teams

o Support business clients to develop digital and social media skills for their business e.g. Business Facebook page, LinkedIn profile, Business logos and marketing materials.

Empower client to set up their own Universal Credit account and manage their online UC Journals. Access online / offline mainstream services.

o Training to use a range of Virtual platforms e.g. Zoom and MS Teams o Support business clients to develop digital and social media skills for their business o e.g. Business Facebook page, LinkedIn profile, Business logos and marketing materials.

Delivery of contracts 2024 - 2025

Page 4

Skills Work and Enterprise Development Agency Ltd

Report of the Trustees for the Year Ended 31 March 2025

During the past financial year, SWEDA has delivered on a number of successful contracts supporting unemployed individuals into further education, training, employment or self-employment/social enterprise. These services have been funded through the following:

Employment & Life Skills

o Sandwell MBC - Service level Agreement

o MADE Project - National Lottery

o Black Country Futures (National Lottery Funding) National Lottery (Reaching Communities)

o West Midlands Combined Authority (WMCA) - Community Business Support

o Communities Acting Together - UKSPF (Funding via WMCA/Sandwell Council/Sandwell Consortium) o Multiply Project - Funding via WMCA and Sandwell Consortium

o Hateley Cross Project - Community Development Work

o SLN (Sandwell Language Network) ESOL - Funding via Public Health and Sandwell Consortium o Workwell Project - Sandwell Consortium

o UKSPF - Skills for Sandwell Project - Sandwell Consortium

Welfare Benefits, Cost of Living Advice and Health and Wellbeing

o Sandwell Council - Community Benefits Advice o Sandwell Council - COLT (Cost of Living Advice) o Reach and Reconnect Project (National Lottery) - funding via Sandwell Consortium o WDH (Wider Determinants of Health) funding via NHS and Communities in Sync o Silver Linings - Sandwell Consortium

Business and Social Enterprise Support

o RAISE (Raising Aspirations and Inspiring Self-employment/social enterprise) - European Regional Development Fund (ERDF) through Dept of Housing Communities and Local Government (DHCLG)

o Social Enterprise Boost Fund - Dept for Culture, Media and Sport (DCMS) o West Midlands Combined Authority (WMCA) - Social Enterprise Cluster Project o West Midlands Combined Authority (WMCA) / iSE - Social Economy Drive o West Midlands Combined Authority (WMCA) - Business Festival

IT and Digital Skills

o Good Things Foundation - Fix the Digital Divide 2024 - 2025

Key Achievements 2024-2025

o Number of clients used our community centre and services - 1986 clients o Clients accessing new jobs - 76 o IT Training (Accredited and unaccredited courses) - 264 o ESOL Training - 43 clients o Conversational ESOL Training - 87 o New Business and Social Enterprises started - 32 o Existing Business and Social Enterprises supported - 51 o New clients provided with business start up/Social Enterprise advice/mentoring - 129 o Volunteers supported - 6 contributing 1,467 hours

o Support local community members to access Welfare Benefits advice and achieve Benefit Gains - £311,788.57 o Achieved Matrix Quality Standard, valid for 3 years

o Engaged 169 individuals in wellbeing support activities across outreach community venues in Sandwell

Page 5

Skills Work and Enterprise Development Agency Ltd

Report of the Trustees for the Year Ended 31 March 2025

o Delivered 2 new WMCA business pilot projects

Key Achievements 2023-2024

Number of clients used our community center and services - 1900 clients Clients accessing new jobs - 76 IT Training (Accredited and unaccredited courses) - 245 ESOL Training - 36 clients New Business and Social Enterprises started 31 Existing Business and Social Enterprises supported 51 New clients provided with business start up/Social Enterprise advice 129 Social Enterprise clients supported to access grants - £26,000 Support local community members to access Welfare Benefits advice and achieve Benefit Gains - £148,320

FINANCIAL REVIEW

Financial position

The trustees are satisfied with the financial position of the charity.

Reserves policy

The trustees have set out a policy to maintain a minimum of 6 months overhead costs in reserves.

The total unrestricted reserves at the 31st March 2025 were £183,676 (2024 £151,856). The trustees are satisfied meets their policy. In addition to these the trustees have designated a total of £300,000 funds.

The trustees have agreed that a further £25,000 of the unrestricted funds should be transferred to the designated fund in order to fund the sourcing of new premises in due course.

Therefor as at the year-end £300,000 of unrestricted reserves are therefore designated for these purposes (2024 £275,000).

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Organisational structure

The Board is comprised of four current Directors. Board meetings are undertaken on a regular basis and further meetings involving individual trustees are held as required. Management responsibility for the organisation rests with the Management Team who deal with operational matters. Strategic focus, along with scrutiny of the Management, is the remit of the Board.

Induction and training of new trustees

Trustees are asked to maintain regular contact with the organisation and are invited to attend public events on behalf of the organisation. All new Trustees are given an induction into the organisation by the Management team and Chair

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

02419631 (England and Wales)

Registered Charity number

1158859

Page 6

Skills Work and Enterprise Development Agency Ltd

Report of the Trustees for the Year Ended 31 March 2025

Registered office

The Business Centre Church Street West Bromwich West Midlands B70 8RP

Trustees

M R Inniss Director Ms I A O'Connor Nurse/child Minder A Salmon Senior Lecturer E Syed Director

Company Secretary

Independent Examiner

Richard Ashmore BA, FCA Altus Business Consulting Ltd 88-89 High Street Wordsley Stourbridge West Midlands DY8 5SB

Approved by order of the board of trustees on 17 April 2026 and signed on its behalf by:

Ms I A O'Connor - Trustee

Page 7

Independent Examiner's Report to the Trustees of Skills Work and Enterprise Development Agency Ltd

Independent examiner's report to the trustees of Skills Work and Enterprise Development Agency Ltd ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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 order to enable a proper understanding of the accounts to be reached.

Richard Ashmore BA, FCA The Institute of Chartered Accountants in England and Wales

Altus Business Consulting Ltd 88-89 High Street Wordsley Stourbridge West Midlands DY8 5SB

17 April 2026

Page 8

Skills Work and Enterprise Development Agency Ltd

Statement of Financial Activities for the Year Ended 31 March 2025

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Charitable activities
SMBC SLA
112,421
Raise ERDF
-
SPF Project
-
Good Things Foundation
-
Black Country Future
-
SLN - ESOL Training
-
Multiply Project
-
Other Income
7,380
Social Enterprise Boost Fund
-
National Lottery
-
Research & Connect
-
Hately Cross
-
CATS
-
COLT
-
WDH
-
Social Enterprise Cluster
-
Community Led Business
-
Project IT
-
Silver Linings
-
Skills for Sandwell
-
Investment income
2
413
Total
120,214
EXPENDITURE ON
Charitable activities
SMBC SLA
-
Raise ERDF
-
SPF Project
-
Good Things Foundation
-
Black Country Future
-
SLN - ESOL Training
-
Multiply Project
-
Premises Costs
33,861
Administration Costs
29,533
Social Enterprise Boost Fund
-
National Lottery
-
Access to Business
-
Research & Connect
-
Hately Cross
-
CATS
-
COLT
-
WDH
-
Social Enterprise Cluster
-
Restricted
fund
£
-
-
-
6,000
16,786
13,846
698
-
104,007
114,415
15,965
-
-
16,445
18,140
50,000
80,440
2,487
3,000
25,518
2
467,749
-
-
-
5,999
16,786
13,846
698
-
-
104,007
57,000
-
15,965
-
-
16,445
18,140
25,000
31.3.25
Total
funds
£
112,421
-
-
6,000
16,786
13,846
698
7,380
104,007
114,415
15,965
-
-
16,445
18,140
50,000
80,440
2,487
3,000
25,518
415
587,963
-
-
-
5,999
16,786
13,846
698
33,861
29,533
104,007
57,000
-
15,965
-
-
16,445
18,140
25,000
31.3.24
Total
funds
£
109,473
31,677
5,524
960
16,786
23,938
8,311
11,678
36,588
132,781
17,346
22,463
17,491
15,465
470
-
-
-
-
-
450
451,401
303
25,176
5,524
960
16,786
23,938
8,311
5,106
9,884
36,588
120,781
6,499
17,346
22,463
17,491
15,465
470
-

The notes form part of these financial statements

Page 9

Skills Work and Enterprise Development Agency Ltd

Statement of Financial Activities

for the Year Ended 31 March 2025

Unrestricted
funds
Notes
£
Community Led Business
-
Project IT
-
Silver Linings
-
Skills for Sandwell
-
Total
63,394
NET INCOME
56,820
RECONCILIATION OF FUNDS
Total funds brought forward
426,856
TOTAL FUNDS CARRIED FORWARD
483,676
Restricted
fund
£
80,441
2,487
3,000
23,446
383,260
84,489
12,000
96,489
31.3.25
Total
funds
£
80,441
2,487
3,000
23,446
446,654
141,309
438,856
580,165
31.3.24
Total
funds
£
-
-
-
-
333,091
118,310
320,546
438,856

The notes form part of these financial statements

Page 10

Skills Work and Enterprise Development Agency Ltd

Balance Sheet 31 March 2025

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
7
5,193
CURRENT ASSETS
Debtors
8
-
Cash in hand
490,542
490,542
CREDITORS
Amounts falling due within one year
9
(12,059)
NET CURRENT ASSETS
478,483
TOTAL ASSETS LESS CURRENT
LIABILITIES
483,676
NET ASSETS
483,676
FUNDS
10
Unrestricted funds
Restricted funds
TOTAL FUNDS
Restricted
fund
£
-
-
96,489
96,489
-
96,489
96,489
96,489
31.3.25
Total
funds
£
5,193
-
587,031
587,031
(12,059)
574,972
580,165
580,165
483,676
96,489
580,165
31.3.24
Total
funds
£
6,924
13,594
426,151
439,745
(7,813)
431,932
438,856
438,856
426,856
12,000
438,856

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

continued...

Page 11

Skills Work and Enterprise Development Agency Ltd

Balance Sheet - continued 31 March 2025

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 17 April 2026 and were signed on its behalf by:

I A O'Connor - Trustee

The notes form part of these financial statements

Page 12

Skills Work and Enterprise Development Agency Ltd

Notes to the Financial Statements for the Year Ended 31 March 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Fixtures and fittings - 25% on reducing balance
Computer equipment - 25% on reducing balance

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

continued...

Page 13

Skills Work and Enterprise Development Agency Ltd

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

2. INVESTMENT INCOME

----- Start of picture text -----
|||| |---|---|---| |31.3.25|31.3.24| |£|£| |Deposit account interest|415|450| |NET INCOME/(EXPENDITURE)| |Net income/(expenditure) is stated after charging/(crediting):| |31.3.25|31.3.24| |£|£| |Depreciation - owned assets|1,731|2,308|

----- End of picture text -----

3. NET INCOME/(EXPENDITURE)

4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.

5. STAFF COSTS

The average monthly number of employees during the year was as follows:

----- Start of picture text -----
|||| |---|---|---| |31.3.25|31.3.24| |Staff|15|15|

----- End of picture text -----

No employees received emoluments in excess of £60,000.

6. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

----- Start of picture text -----
||||| |---|---|---|---| |Unrestricted|Restricted|Total| |funds|fund|funds| |£|£|£| |INCOME AND ENDOWMENTS FROM| |Charitable activities| |SMBC SLA|109,473|-|109,473| |Raise ERDF|-|31,677|31,677| |-| |SPF Project|5,524|5,524| |Good Things Foundation|-|960|960| |-| |Black Country Future|16,786|16,786| |-| |SLN - ESOL Training|23,938|23,938| |-| |Multiply Project|8,311|8,311| |Other Income|11,678|-|11,678| |-| |Social Enterprise Boost Fund|36,588|36,588| |-| |National Lottery|132,781|132,781| |Research & Connect|-|17,346|17,346| |-| |Hately Cross|22,463|22,463| |CATS|-|17,491|17,491|

----- End of picture text -----

continued...

Page 14

Skills Work and Enterprise Development Agency Ltd

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

6.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued
Unrestricted
Restricted
funds
fund
£
£
COLT
-
15,465
WDH
-
470
Investment income
452
(2)
Total
121,603
329,798
EXPENDITURE ON
Charitable activities
SMBC SLA
303
-
Raise ERDF
-
25,176
SPF Project
-
5,524
Good Things Foundation
-
960
Black Country Future
-
16,786
SLN - ESOL Training
-
23,938
Multiply Project
-
8,311
Premises Costs
5,106
-
Administration Costs
9,884
-
Social Enterprise Boost Fund
-
36,588
National Lottery
-
120,781
Access to Business
-
6,499
Research & Connect
-
17,346
Hately Cross
-
22,463
CATS
-
17,491
COLT
-
15,465
WDH
-
470
Total
15,293
317,798
NET INCOME
106,310
12,000
RECONCILIATION OF FUNDS
Total funds brought forward
320,546
-
TOTAL FUNDS CARRIED FORWARD
426,856
12,000
Total
funds
£
15,465
470
450
451,401
303
25,176
5,524
960
16,786
23,938
8,311
5,106
9,884
36,588
120,781
6,499
17,346
22,463
17,491
15,465
470
333,091
118,310
320,546
438,856

continued...

Page 15

Skills Work and Enterprise Development Agency Ltd

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

7.
TANGIBLE FIXED ASSETS
Fixtures
and
fittings
£
COST
At 1 April 2024 and 31 March 2025
30,326
DEPRECIATION
At 1 April 2024
27,510
Charge for year
704
At 31 March 2025
28,214
NET BOOK VALUE
At 31 March 2025
2,112
At 31 March 2024
2,816
8.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
9.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Social security and other taxes
Other creditors
Accrued expenses
10.
MOVEMENT IN FUNDS
Net
movement
At 1.4.24
in funds
£
£
Unrestricted funds
General fund
151,856
56,820
Designated Building Fund
275,000
-
426,856
56,820
Restricted funds
Restricted Fund
12,000
84,489
TOTAL FUNDS
438,856
141,309
Computer
equipment
£
46,980
42,872
1,027
43,899
3,081
4,108
31.3.25
£
-
31.3.25
£
9,006
1,553
1,500
12,059
Transfers
between
funds
£
(25,000)
25,000
-
-
-
Totals
£
77,306
70,382
1,731
72,113
5,193
6,924
31.3.24
£
13,594
31.3.24
£
4,415
1,828
1,570
7,813
At
31.3.25
£
183,676
300,000
483,676
96,489
580,165

continued...

Page 16

Skills Work and Enterprise Development Agency Ltd

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

10. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Restricted Fund
TOTAL FUNDS
Incoming
resources
£
120,214
467,749
587,963
Resources
Movement
expended
in funds
£
£
(63,394)
56,820
(383,260)
84,489
(446,654)
141,309

Comparatives for movement in funds

Unrestricted funds
General fund
Designated Building Fund
Restricted funds
Restricted Fund
TOTAL FUNDS
At 1.4.23
£
120,546
200,000
320,546
-
320,546
Net
movement
in funds
£
106,310
-
106,310
12,000
118,310
Transfers
between
funds
£
(75,000)
75,000
-
-
-
At
31.3.24
£
151,856
275,000
426,856
12,000
438,856

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Restricted Fund
TOTAL FUNDS
Incoming
resources
£
121,603
329,798
451,401
Resources
Movement
expended
in funds
£
£
(15,293)
106,310
(317,798)
12,000
(333,091)
118,310

continued...

Page 17

Skills Work and Enterprise Development Agency Ltd

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

10. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
Designated Building Fund
Restricted funds
Restricted Fund
TOTAL FUNDS
At 1.4.23
£
120,546
200,000
320,546
-
320,546
Net
movement
in funds
£
163,130
-
163,130
96,489
259,619
Transfers
between
funds
£
(100,000)
100,000
-
-
-
At
31.3.25
£
183,676
300,000
483,676
96,489
580,165

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming
resources
£
Unrestricted funds
General fund
241,817
Restricted funds
Restricted Fund
797,547
TOTAL FUNDS
1,039,364
Resources
Movement
expended
in funds
£
£
(78,687)
163,130
(701,058)
96,489
(779,745)
259,619

11. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2025.

Page 18

Skills Work and Enterprise Development Agency Ltd

Detailed Statement of Financial Activities for the Year Ended 31 March 2025

Detailed Statement of Financial Activities
for the Year Ended 31 March 2025
31.3.25 31.3.24
£ £
INCOME AND ENDOWMENTS
Investment income
Deposit account interest 415 450
Charitable activities
SMBC SLA 112,421 109,473
Other Income 7,380 11,678
Raise ERDF - 31,677
SPF Project - 5,524
SLN - ESOL Training 13,846 23,938
Multiply Project 698 8,311
Good Things Foundation 8,487 960
Social Enterprise Boost Fund 104,007 36,588
National Lottery 114,415 132,781
Black Country Future 16,786 16,786
Hately Cross - 22,463
CATS - 17,491
COLT 16,445 15,465
Research & Connect 15,965 17,346
WDH 18,140 470
Social Enterprise Cluster 50,000 -
Community Led Business 80,440 -
Silver Linings 3,000 -
Skills For Sandwell 25,518 -
587,548 450,951
Total incoming resources 587,963 451,401
EXPENDITURE
Charitable activities
Wages 282,237 238,647
Social security 10,870 12,637
Pensions 7,020 5,836
Subcontractors 67,769 13,264
Grants to institutions 505 -
Grants to individuals - 210
368,401 270,594
Support costs
Management
Rates and water 3,665 6,311
Carried forward 3,665 6,311

This page does not form part of the statutory financial statements

Page 19

Skills Work and Enterprise Development Agency Ltd

Detailed Statement of Financial Activities for the Year Ended 31 March 2025

Detailed Statement of Financial Activities
for the Year Ended 31 March 2025
31.3.25 31.3.24
£ £
Management
Brought forward 3,665 6,311
Insurance 2,331 2,227
Light and heat 11,261 9,147
Telephone 1,359 571
Postage and stationery 6,029 7,187
Advertising - 998
Sundries 628 3,365
Premises Costs 16,604 14,270
Travel Expenses 9,877 2,643
Staff welfare 2,141 556
IT Costs 20,290 4,574
Accountancy Fees 1,104 1,400
Professional Fees - 4,584
Subscriptions 457 360
Bookkeeping & Claims 648 1,869
Fixtures and fittings 704 939
Computer equipment 1,027 1,369
Finance 78,125 62,370
Bank charges 128 127
Total resources expended 446,654 333,091
Net income 141,309 118,310

This page does not form part of the statutory financial statements

Page 20

Skills Work and Enterprise Development Agency Ltd

Contents of the Financial Statements for the Year Ended 31 March 2025

Page
Report of the Trustees 1 to 7
Independent Examiner's Report 8
Statement of Financial Activities 9 to 10
Balance Sheet 11 to 12
Notes to the Financial Statements 13 to 18
Detailed Statement of Financial Activities 19 to 20