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2021-06-30-accounts

Trustees Annual Report

2020 - 2021

Reference and administrative details

Charity number: 1162000 Company number: 5492205 Website: www.options4change.org.uk

Registered Office: 55 Leigham Court Road, London SW16 2NJ

1. PURPOSE AND IMPACT

Options 4 Change Trustees Report 2020 -2021 Page |

1

Options 4 Change was set up in 2005 and is a children and young people’s (CYP) charity based in the London Borough of Lambeth. We provide support services and projects to address youth violence, gangs, schools’ exclusions, family welfare and housing issues.

Our vision is to “ Change minds and lives for better “ and we do this by,

Operating as a charity working independently and collaboratively across London Boroughs mainly LB Lambeth. We offer help and support services to vulnerable children, young people (CYP) and their families. We aim to,

.

Our work independently and in community partnerships. Our primary services are delivered by our caseworkers and volunteers.

We have had the greatest impact on the lives of our service users and delivered our service users support services via,

We have made more progress in this operational year than in 2019/2020. Our projects have continued, remodel and develop further despite the setbacks of the Covid 19 Pandemic and lockdown. During the 2020/2021 period our services impacted and benefited 297 service users.

Projects Delivered During 2020/2021

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The Education Sustainment Project (ESP)

The project staff worked directly out of 3 primary schools in Lambeth. The ESP Project is funded by the Walcot Foundation and Reaching Communities. The project staff provided a range of education support and interventions for pupils who were at risk of under achieving academically, affected by low academic aspirations, vulnerable or at risk of falling out of mainstream education.

The project was affected by a national mandatory Covid 19 lockdown. Statutory guidance which affected our service delivery and other aspects of the project model. This resulted in the project staff worked remotely and virtually and provided,

The Family Welfare Project

Delivered as part of the ESP the FWP provides casework and advocacy support to parents who need support services to address, Family welfare issues such as,

The post of Family Welfare officer was Funded by Walcot Foundation and the Covid Recovery Fund. The project during the period provided 82 parents with advocacy and casework interventions for,

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Well Warm and Fed Project

In previous periods the project focused on older persons. The project was remodel was offered inclusively to 30 service users during the period. Most aspects of the project were delivered by our volunteers who carried out outreach and virtual contact with our most vulnerable service users whose hardships were further impacted by the Covid 19 Lockdown.

The Covid recovery fund and donations enabled us to provide service users help with,

Friends of Options 4 Change Virtual Home Platform

The Virtual Home Platform provides 7 days a week virtual peer support for our most vulnerable service user families. A team of 4 volunteers provide 15 families with,

STAFFING

All aspects of the project’s delivery were made possible via our recruitment and retention of experienced and capable admin, project

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workers and management staff who worked alongside a range of contractors, partners, charities, legal, statutory and voluntary support services.

Staff were required to and received the necessary support to undertake their responsibilities working from home and virtually for most of the period. This presented numerous challenges that were overcome with an “all hands-on deck” approach to ensure that both staff and service users were given the support needed during a very difficult period impacted by the lockdown and the statutory requirements.

Staff were supported and trained to,

We were able to sustain most of our staff however recruitment projects were particularly difficult because of the lockdown and mandatory requirements, than planned in the last year due to the significant impact of staff vacancies and the Covid-19 pandemic. While some of our objectives did not rely on additional staff, those that did restricted our ability to expand our current programmes.

2. VALUES AND WAYS OF WORKING

Our values are equally important in reviewing our progress and in setting future targets. We listened to the voices of CYP and their families and ensured that their views and preferences are evidenced in our project models and ways we deliver our services to them.

We have continued to deliver,

In school advise surgeries

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Parents development workshops

Outreach, in-office and community hubs contact.

We supported hard to reach children and families to participate in workshops,

Virtual networking

Increased our partnerships

Evidenced our commitment to supporting the CYP and parents worked with throughout the lockdown to continue their education and reintegrate back into school after the lockdown.

Supported the children worked with to establish new routines and encouraged them to restore routines that reduced their risks of school’s exclusions.

More information can be found on our website at www.options4change.org.uk

3. OPERATING MODEL AND RISKS

We are grant funded by the National Lottery Reaching Communities Fund, The Office of Civil Society, Walcott Foundation, individuals and member donations.

The funds support our Education Sustainment Project which operates out of St John’s, Christchurch Streatham and St Luke’s Primary Schools. The project aims to support 40 families and pupils per year to deal with the multiple issues impacting on their academic aspirations and achievements and placing them at the risk of exclusion. Year on year we have excelled the numbers of service users we were funded to work with.

We have extended our working hours and increased access to service by working virtually as well as face to face. We have a stronger presence in the community where we work alongside community partners of Solicitors, Universities, Churches, Food Banks, Charities, Local Businesses, school gate contact and membership of several professional forums.

IMPACT AND OUTCOMES

295 service users accessed and benefited from our services

52 CYP received education sustainment support

12 children received no further exclusions during the period

7 children were reintegrated back into mainstream after permanent exclusion

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4 children were supported to receive special education neds status and a tailored welfare and education package for the child.

26 children were supported to reintegrate back into school after the lockdown

38 families were helped to resolve homelessness and other destitution issues

10 new partnerships were formed and supported us to exchange services

45 parents and children participated in our Cardiff and Birmingham ESP residential.

3 additional Law Firms have formed voluntary partnerships with our charity.

Casework and partnership work with Osborn Law resulted in a change to the Housing Act in terms of how housing assessment of mentally challenged individuals are assessed for housing.

The House of Commons Select Committee used and example of our work with Taylor Rose MW Solicitors on a case of racial bias against one of our young service users who was discriminately stopped and searched by the MET Lambeth Police.

An additional £53, 000 was secured to assist our work during the pandemic

4. GOVERNANCE AND DECISION-MAKING

The organisation is a charitable company limited by guarantee, incorporated on 27 June 2005 and registered as a charity on 4 June 2015. The company was established under a Memorandum of Association which established the objects and powers of the charitable company and is governed under its Articles of Association.

Trustees

Rahman Mustapha – Chair of Trustees

Aida Huballah – Treasurer

Donna R Sinclair Company Secretary

Options 4 Change Trustees meet on a bi-monthly basis and review the strategic direction of the charity; they review charity policies on a rolling two-year cycle. The Chief Executive Officer provides an update of the charity’s activities and financial position along with any issues in the daily operation of the charity ahead of Trustees meetings, in respond to Trustees enquiries or involve them as

Options 4 Change Trustees Report 2020 -2021 Page | 7

necessary in organisational decisions such as funding, budgeting, policy reviews and resources required to deliver our services.

Our AGM is the opportunity for our voting members to put forward nominations for trustees and committee members, and to formally announce retiring trustees. Due to the pandemic the AGM was not held in 2021, but Zoom meetings were held for the quarterly Trustee meetings.

5. FINANCIAL REVIEW

Donations for the period was limited due to the lockdown and the Covid 19 Pandemic. Services received additional funding via the Office of Civil Society Covid Recovery Fund. Reviews of financial audits and control were undertaken to ensure that the amounts granted to the charity for service users experiencing severe financial hardships were supported with purchases and small amounts of financial assistance.

No trustee received remuneration or other benefit from their work with the charity. Reserves are under regular review in line with the charity’s current financial commitments.

6. OFFICE REFURBISHMENT

The offices were refurbished during the period. The following upgrades were implemented.

ACCOUNTANTS

Abraham and Associates Chartered Certified Accountants - 6 Weston Road, Southend on Sea, Essex SS1 1AT

Our Accountants independently verify and file our accounts in accordance with charities and companies House requirements, ensuring that Options 4 Change are complying with best practice around financial and auditing procedures.

BANKERS

Santander - 498 Brixton Rd, London SW9 8EX

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7. DECLARATION

Trustees declare that they have approved the above report.

Signed on behalf of the O4C trustees

Signature Date 05 Sept 2021 Rahman Mustapha Sigmature Date 05 Sept 2021 Aida Huballah

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REGISTERED CHARITY NUMBER: 1162000 COMPANY REGISTRATION NUMBER: 05492205

Report of the Trustees and Unaudited Financial Statements for the Year Ended 30 June 2021 For

Options 4 Change

Options 4 Change

Contents of the Financial Statements for the Year Ended 30 June 2021

Page
Independent Examiner's Report 1
Statement of Financial Activities 2
Balance Sheet 3
Notes to the Financial Statements 4
Detailed Statement of Financial Activities 6

Options 4 Change

Independent Examiner's Report to the Trustees of Options 4 Change

I report to the charity trustees on my examination of the accounts for the year ended 30 June 2021 set out on pages two to six.

Respective responsibilities of trustees and examiner

As the charity’s trustees of the Company (who are also the directors of the company 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 for this year 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

I have completed my examination. I confirm that no material matters have come to my attention which gives me cause to believe that:

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.

Xavier Abraham FCCA Abraham and Associates Chartered Certified Accountants Limited Ebenezer House 41 Clarence Street Southend on Sea Essex SS1 1BH Date : 14/06/2022

Page 1

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Statement of Financial Activities for the Year Ended 30 June 2021

INCOMING RESOURCES
Grants
Donations
Total Incoming resources
RESOURCES EXPENDED
Charitable activities
Charitable activities
Governance costs
Other resources expended
Total resources expended
NET INCOMING RESOURCES
RECONCILIATION OF FUNDS
+
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Year
Ended
30.06.21
Total
funds
£
162,717
1,785
164,502
82,982
78,450
(161,432)
3,070
22,161
25,231
Year
Ended
30.06.20
Total
funds
£
107,838
20,047
127,885
54,709
52,624
(107,333)
20,552
1,609
22,161

Page 2

Options 4 Change

Balance Sheet
As at 30 June 2021

Notes
FIXED ASSETS
Intangible assets
Tangible assets
CURRENT ASSETS
Cash in hand and bank
Creditors: Amount falling due within one year
3
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
NET ASSETS
TOTAL FUNDS
30.06.21
Total
funds
£
0
7,329
21,483
(3,581)
17,902
25,231
25,231
25,231
30.06.20
Total
funds
£
0
2,715
21,289
(1,843)
19,446
22,161
22,161
22,161

The financial statements were approved by the Board of Trustees on 14 June 2022 and were signed on its behalf by:

......................................... …………………………. Trustee name: Trustee name:

Page 3

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Notes to the Financial Statements

for the Year Ended 30 June 2021

1. ACCOUNTING POLICIES

Accounting convention

The financial statements have been prepared under the historical cost convention, and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008), the Charities Act 1993 and the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities.

Incoming resources

All incoming resources are included on the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.

Summary of the donations received for the period:-

  1. Walcot Foundation - £25,000;

  2. Covid-19 response - £53,821;

  3. Other grants - £83,896.25

Resources expended

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.

Taxation

The charity is exempt from tax on its charitable activities.

2. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 30 June 2021.

Trustees' Expenses

There were no trustees' expenses paid for the year ended 30 June 2021.

3.

CREDITORS: AMOUNT FALLING DUE WITHIN ONE YEAR

Accrued expenses
Tax payable
Pensions payable
Total
2021
£
960
2,543
78
3,581
2020
£
960
810
73
1,843

This page does not form part of the statutory financial statements

Page 4

4. MOVEMENT IN FUNDS

General funds

Net
movement
in funds
At
30.06.20
£
£
22,161
3,070
At
30.06.21
£
25,231

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

General fund

Incoming
resources
Resources
expended
£
£
164,502
(161,432)
Movement
in funds
£
3,070

This page does not form part of the statutory financial statements

Page 5

Options 4 Change

Detailed Statement of Financial Activities for the Year Ended 30 June 2021

Incoming resources
Grants & Donations
Employee costs:
Wages and salaries
Employers NI
Employers Pensions
Training cost
Premises costs:
Rent
Light and heat
Resources expended
Client welfare
Volunteer expenses
Conference and workshops
Travel and subsistence
Consultancy fees
General administrative expenses
Advertising
Telephone and fax
Postage
Stationery and printing
Cleaning
Depreciation
Insurance
Software
Service charges
Repairs and maintenance
Equipment expenses
Office cost
Other admin expenses
Legal and professional costs:
Professional fees
Legal costs
2021
£
164,502
30,549
931
332
5,200
37,012
4,500
1,724
6,224
66,216
4,752
3,670
3,844
2,044
80,526
0
1,106
525
364
0
2,745
0
60
0
10,160
2,448
337
16,856
34,601
1,332
1,737
3,069
161,432
2020
£
127,885
26,261
0
221
5,800
32,282
3,000
1,957
4,957
31,673
4,345
7,705
4,316
5,804
53,843
3,670
1,181
365
459
128
905
247
115
146
4,165
1,351
345
20
13,097
1,296
1,858
3,154
107,333

This page does not form part of the statutory financial statements

Page 6

REGISTERED CHARITY NUMBER: 1162000 COMPANY REGISTRATION NUMBER: 05492205

Report of the Trustees and Unaudited Financial Statements for the Year Ended 30 June 2021 For

Options 4 Change

Options 4 Change

Contents of the Financial Statements for the Year Ended 30 June 2021

Page
Independent Examiner's Report 1
Statement of Financial Activities 2
Balance Sheet 3
Notes to the Financial Statements 4
Detailed Statement of Financial Activities 6

Options 4 Change

Independent Examiner's Report to the Trustees of Options 4 Change

I report to the charity trustees on my examination of the accounts for the year ended 30 June 2021 set out on pages two to six.

Respective responsibilities of trustees and examiner

As the charity’s trustees of the Company (who are also the directors of the company 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 for this year 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

I have completed my examination. I confirm that no material matters have come to my attention which gives me cause to believe that:

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.

Xavier Abraham FCCA Abraham and Associates Chartered Certified Accountants Limited Ebenezer House 41 Clarence Street Southend on Sea Essex SS1 1BH Date : 14/06/2022

Page 1

Options 4 Change

Statement of Financial Activities for the Year Ended 30 June 2021

INCOMING RESOURCES
Grants
Donations
Total Incoming resources
RESOURCES EXPENDED
Charitable activities
Charitable activities
Governance costs
Other resources expended
Total resources expended
NET INCOMING RESOURCES
RECONCILIATION OF FUNDS
+
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Year
Ended
30.06.21
Total
funds
£
162,717
1,785
164,502
82,982
78,450
(161,432)
3,070
22,161
25,231
Year
Ended
30.06.20
Total
funds
£
107,838
20,047
127,885
54,709
52,624
(107,333)
20,552
1,609
22,161

Page 2

Options 4 Change

Balance Sheet
As at 30 June 2021

Notes
FIXED ASSETS
Intangible assets
Tangible assets
CURRENT ASSETS
Cash in hand and bank
Creditors: Amount falling due within one year
3
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
NET ASSETS
TOTAL FUNDS
30.06.21
Total
funds
£
0
7,329
21,483
(3,581)
17,902
25,231
25,231
25,231
30.06.20
Total
funds
£
0
2,715
21,289
(1,843)
19,446
22,161
22,161
22,161

The financial statements were approved by the Board of Trustees on 14 June 2022 and were signed on its behalf by:

......................................... …………………………. Trustee name: Trustee name:

Page 3

Options 4 Change

Notes to the Financial Statements

for the Year Ended 30 June 2021

1. ACCOUNTING POLICIES

Accounting convention

The financial statements have been prepared under the historical cost convention, and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008), the Charities Act 1993 and the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities.

Incoming resources

All incoming resources are included on the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.

Summary of the donations received for the period:-

  1. Walcot Foundation - £25,000;

  2. Covid-19 response - £53,821;

  3. Other grants - £83,896.25

Resources expended

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.

Taxation

The charity is exempt from tax on its charitable activities.

2. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 30 June 2021.

Trustees' Expenses

There were no trustees' expenses paid for the year ended 30 June 2021.

3.

CREDITORS: AMOUNT FALLING DUE WITHIN ONE YEAR

Accrued expenses
Tax payable
Pensions payable
Total
2021
£
960
2,543
78
3,581
2020
£
960
810
73
1,843

This page does not form part of the statutory financial statements

Page 4

4. MOVEMENT IN FUNDS

General funds

Net
movement
in funds
At
30.06.20
£
£
22,161
3,070
At
30.06.21
£
25,231

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

General fund

Incoming
resources
Resources
expended
£
£
164,502
(161,432)
Movement
in funds
£
3,070

This page does not form part of the statutory financial statements

Page 5

Options 4 Change

Detailed Statement of Financial Activities for the Year Ended 30 June 2021

Incoming resources
Grants & Donations
Employee costs:
Wages and salaries
Employers NI
Employers Pensions
Training cost
Premises costs:
Rent
Light and heat
Resources expended
Client welfare
Volunteer expenses
Conference and workshops
Travel and subsistence
Consultancy fees
General administrative expenses
Advertising
Telephone and fax
Postage
Stationery and printing
Cleaning
Depreciation
Insurance
Software
Service charges
Repairs and maintenance
Equipment expenses
Office cost
Other admin expenses
Legal and professional costs:
Professional fees
Legal costs
2021
£
164,502
30,549
931
332
5,200
37,012
4,500
1,724
6,224
66,216
4,752
3,670
3,844
2,044
80,526
0
1,106
525
364
0
2,745
0
60
0
10,160
2,448
337
16,856
34,601
1,332
1,737
3,069
161,432
2020
£
127,885
26,261
0
221
5,800
32,282
3,000
1,957
4,957
31,673
4,345
7,705
4,316
5,804
53,843
3,670
1,181
365
459
128
905
247
115
146
4,165
1,351
345
20
13,097
1,296
1,858
3,154
107,333

This page does not form part of the statutory financial statements

Page 6