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2024-03-31-accounts

Gateshead Clubhouse CIO

Financial Statements

For The Year Ended 31 March 2024

Registered Charity No. 1160853

Gateshead Clubhouse CIO Administration Information

For the year ended 31 March 2024

The Management Committee have pleasure in presenting their report and the un-audited Financial Statements for the year ended 31 March 2024

Reference and Administrative Details

Charity No 1160853
Address Worcester Green
Gateshead
Tyne & Wear
NE8 1NH
Accountant Mark Thompson MAAT
42 Lesbury Road
Heaton
Newcastle upon Tyne
NE6 5LB
Bankers Lloyds Bank
Gateshead
Trustees Teresa Morley Co-Chair
Anthony Johnson Co-Chair
Paul Ogle Secretary
William Scott
Terry Maher
Natalie McKeown
Advisors Andrew Jay – Mental Health Professional
Lorna Sherriff - Mental Health Professional

Gateshead Clubhouse CIO

Report of the Trustees for the Year Ended 31 March 2024

Objectives

Gateshead Clubhouse is a mental health community hub run entirely by its members. It has a community café with internet access for our members, we run various activates from the clubhouse as well as out in the community.

Summary

As in previous years, we believe that the Clubhouse continues to have a positive impact on the lives of its members. We have been seeing a reduction in the number of members reporting that they have experienced social isolation and many are noticeably engaging in more peer support activities and, as a result, their quality of life has improved.

On average, we are seeing approximately 60 members coming into the Clubhouse per day.

We went on 4 main trips this year, visiting York (14 members), Scarborough (11 members), Edinburgh (18 members) and Bowness-on-Windermere (13 members). We also went on local outings using public transport, arranged by the members, plus 5 informal walking groups.

Our annual Easter egg hunt, raffle and Easter dinner also went ahead and was well attended and enjoyed, along with our August bank holiday BBQ event.

We have experienced a marked increase in the number of activities / groups that have taken place over the year. Total room use - 472 usage

Room use in relation to the organisations we work with: -

Recoco, Adult ADHD Support Groups N.E, CNTW, GP Surgeries (e.g peer support workers), Pathways (welfare rights), Connected Voice, CAB, Age Concern, Gateshead Library. For example:

Concerning the financial value to Gateshead’s communities and mental health services, we estimate that, if this were a staffed service, the annual cost would be at least £275,000 per annum.

We would like to highlight the positive impact we have had for some of our members this last year, particularly around the flagging of safeguarding concerns and effective information sharing with support and social workers to keep our members safe and ensure swift and correct action was taken to protect them from harm.

Sharing and working with other organisations

Our strategy of inviting anyone who works in the cross-sector mental health system open access to visit the Clubhouse when they wish, with or without clients, to see how the Clubhouse model works in relation to their clients who might wish to attend the Clubhouse has proven to be effective. This has increased the number of applications for

We have seen a welcome increase in people visiting from a wide range of statutory and voluntary sectors (which has in turn increased referrals and general information sharing regarding other support services and activities), in both primary and secondary care.

These include:-

For the 10th year, we provided a Christmas day meal for 26 people who would have otherwise have had nowhere to go on Christmas Day. Everyone was given an individual present. Our 5 regular Christmas Day volunteers also came along again to help out.

We have continued to support the pilot Clubhouse project in South Tyneside (Club Together South Tyneside - CTST), giving advice and support when needed, as well as access to our forms and paperwork etc.

We have had regular visits from the Mental Health Community Engagement Officer and others involved in the project, under our “open house” arrangement where we can demonstrate and advise on the model, policies and practices, etc., and they have the opportunity to engage with our members.

Public Benefit Statement

The trustees have considered the guidance produced by the Charity Commission on the provision of public benefit and they confirm that public benefit has been provided by the range of activities as described above.

Risk Management:

The Trustees are examining the major risks, which the charity faces in relation to external factors, governance and management, internal operations and business. They are considering the likelihood and the impact of risks and are reviewing what systems should be in place to control and reduce those risks. The systems are being designed to provide reasonable, but not absolute, assurance against material loss or misstatement of loss.

Reserves Policy

It is the policy of the charity to try to build up unrestricted funds, which are free reserves of the charity, to a level that equates to approximately 6 months unrestricted expenditure. This will provide sufficient funds to cover management and administration support costs and any emergencies that may arise from time to time.

Statement of Trustees' responsibilities

Charity law requires the trustees to prepare financial statements for each financial year which show a true and fair view of the state of affairs of the charity and its financial activities for that period. In preparing those financial statements, the Trustees are required to:

· Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operational existence.

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 1993. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by the trustees and signed on their behalf by:-

Anthony Johnson - Co Chair

...................................................... 2nd February 2024

INDEPENDENT EXAMINER'S REPORT

Report to the Gateshead Clubhouse CIO trustees of

On accounts for the year ended

31 March 2024 Charity no 1160853

Respective The trustees of the organisation are responsible for the preparation of responsibilities of accounts; they consider that an audit is not required for this year under trustees and section 144(2) of the Charities Act 2011 and that an Independent examiner Examination is needed. It is my responsibility to

Basis of My examination was carried out in accordance with General Directions independent given by the Charity Commissioners. An examination includes a review of examiner’s the accounting records kept by the charity and a comparison of the statement accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the accounts.

Independent In the course of my examination, no matter has come to my attention: examiner's 1. which gives me reasonable cause to believe that in, any material statement respect, the trustees have not met the requirements to ensure that:

Signed:

Date: 13 March 2025

Name: Mark Thompson MAAT Address: 42 Lesbury Road Newcastle NE6 5LB

Gateshead Clubhouse CIO Statement Of Financial Activities For the year ended 31 March 2024

Incoming Resources
Grants
Donations
Catering Income
Room Hire & Refreshments
Other Income
Refunds
Total Incoming Resources
Resources Expended
Activities & Events
Catering Costs
IT Costs
Insurance
Equipment
Legal & Professional Fees
Licences, Affiliations & Subs
Maintenance & Refurbishment
Sanitary & Cleaning
Safety and Security
Stationery, Printing & Postage
Telephone & Internet
Travel Expenses
Utilities
Volunteer Expenses
Accountancy
Fundraising Costs
Other Costs
Total Resources Expended
Net income (expenditure) for the year
Transfer between funds
Funds b/fwd
Total Funds as at 31 March 2024
Unrestricted
Funds
2024
40
8463
2422
736
11661
482
7514
14
302
351
722
855
103
47
35
141
1182
789
12537
-876
9079
8203
Restricted
Funds
2024
28865
28865
6877
7685
415
1630
408
377
4055
25
737
683
749
2100
12584
700
236
39261
-10396
12443
2047
Total
Total
Funds
Funds
2024
2023
28865
34771
40
66
8463
11432
2422
3258
736
694
0
8369
40526
58590
7359
8044
15199
13043
429
191
1630
1015
710
4699
728
665
0
189
4777
3496
880
805
840
1986
730
480
784
1099
2241
1753
13766
13323
0
0
700
0
0
4
1025
900
51798
51692
-11272
6898
0
21522
14624
10250
21522

.

Gateshead Clubhouse CIO

Balance Sheet as at 31 March 2024

2024 2023
Notes £ £ £ £
Fixed Assets
Tangible Fixed Assets 0 0
Currents Assets
Cash at bank and in hand 10250 21521
Debtors & Prepayments
10250 21521
Current Liabilities
Net Current Assets 10250 21521
Net Assets 10250 21521
Funds 4
Restricted Funds 2047 12442
General Funds 8203 9079
10250 21521

Approved by the Committee on …

and signed on their behalf:

Teresa Morley - Co-Chair

Gateshead Clubhouse CIO

Notes to the financial statements for the year ended 31 March 2024

1 Accounting Policies

1.1 Basis of preparation of 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 (FRS 102) (effective 1 January 2015) – Charities SORP (FRS 102), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006

The Gateshead Clubhouse meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

1.2 Grant receivable and local authority fees

Grants received are accounted for on a receivable basis and credited to income. Any grants restricted to future accounting periods are deferred and recognised in those accounting periods.

1.3 Donations & Other Income

All income is accounted for when it is received.

1.4 Funds

Restricted funds comprise funds subject to specific restrictions imposed by donors and funders. The purpose and uses of the restricted reserves are set out in note 7 to the accounts. Unrestricted funds comprise funds which can be used in accordance with the charitable objectives at the discretion of the Management Committee.

1.5 Expenditure

All is included on the accruals basis and is recognised when there is a legal or constructive obligation to pay for expenditure. All costs have been directly attributed to one of the functional categories of resources expended in the SOFA. The charity is not registered for VAT and accordingly expenditure is shown gross of irrecoverable VAT.

2 Grants Received: Restricted:

National Survivor 500 The National Lottery Communities Fund 21053 National Lottery (Meals subsidy) 7312 Total Grants Received 28865

No staff are directly employed by the charity.

No Trustees claimed any expenses during the financial year.

4 Restricted Funds B/fwd Income Expend C/fwd
Connected Voice (Fuel Bills) 487 487 0
Gateshead Council (Activities) 7576 7576 0
GP Risk Statement Charges 134 0 134
NLF Evaluation Fund 2250 1100 1150
The National Lottery Communities Fund 7 21053 21027 33
National Lottery (Meals subsidy) 1989 7312 8708 593
National Survivor 0 500 363 137
Total Restricted Funds 12443 28865 39261 2047
General Funds 9079 11661 12537 8203
Total Funds 21522 40526 51798 10250