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← School And Public Health Nurses Association

2025-07-31-accounts

SCHOOL AND PUBLIC HEALTH NURSES ASSOCIATION

Charity Number 1162042

Annual Report and Financial Statements

Year ended 31 July 2025

CONTENTS

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Chair's summary report…............................................................................................. 1
Trustees' annual report….............................................................................................. 2-8
Statement of Trustees' responsibilities…......................................................................... 9
Independent examiner's report…................................................................................... 10
Receipts and payments accounts…............................................................................... 11
Statement of assets and liabilities…............................................................................... 12
Notes to the financial statements…................................................................................ 13
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CHAIR’S SUMMARY REPORT FOR THE YEAR ENDED 31 JULY 2025

I am pleased to share this year's annual report. The Board of Trustees confirms that SAPHNA’s charitable activities comply with our constitution and regulatory standards.

Over the previous year, SAPHNA has continued to pursue its mission with a focus on strengthening governance and financial processes, underpinning maximum benefit for all members.

The year ending July 2025 saw a change in leadership, which supported the sustainability, efficiency, and stability of the charity. The appointment of an interim Chief Operating Officer brought expertise, continuity, and steady leadership, strengthening our operational processes, and ensuring that SAPHNA remained resilient and effective in fulfilling its mission.

The charity prioritised financial management, governance, and leadership, launching a Chief Executive Officer recruitment drive and expanding the board of trustees. Adding a treasurer improved the board’s breadth of expertise, supporting our strategic direction.

In 2024-2025, SAPHNA continued to advance professional practice, influence national policy, support members, and improve outcomes for children and young people. Key achievements from the year include:

SAPHNA relies on the expertise and dedication of the Chief Operating Officer and team to serve its beneficiaries. We thank our outgoing interim COO, whose leadership over the past year guided SAPHNA through significant financial and governance changes.

We extend our sincere appreciation to all staff and volunteers for their continued support, professionalism, and commitment; all of which are essential for the delivery of our high-quality services. Their continued loyalty and perseverance throughout changes in leadership and our procedures have been fundamental to the charity’s ongoing success.

The Board thanks our members, sponsors, stakeholders, and partners for supporting SAPHNA’s continued success in 2024-25.

Thank you to all trustees for dedicating your time, expertise, and commitment, which ensures the work and operations of SAPHNA meet the needs of our members, and our constitutional and regulatory obligations.

Looking ahead, our focus remains on income diversification and enhanced benefit for members. The Board’s commitment continues to support the leadership team to expertly deliver the charity’s mission, respond to challenges and opportunities, and deliver growth to augment impact for all our beneficiaries.

Catherine McEvilly, Chair of Board of Trustees

Date: 11 March 2026

FOR THE YEAR ENDED 31 JULY 2025

TRUSTEES’ ANNUAL REPORT

The trustees present their annual report together with the financial statements of the charity for the year ended 31 July 2025.

REFERENCE AND ADMINISTRATIVE DETAILS

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Charity Name School and Public Health Nurses Association
Charity Number 1162042
Registered Office Capital Office
124 City Road
London
EC1V 2NX
Trustees Catherine McEvilly
Rachel Bostwick
Katherine Dwyer
Els Van Leeuwen
Newsha Nosrati
Bankers Lloyds Banking Group plc
Independent Examiner Mark Heaton FCCA FCIE DChA
K M Chartered Accountants
Burnley Wharf
Manchester Road
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TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 31 JULY 2025

OBJECTS

The objects of the charity, as per its constitution dated 5 January 2015, are:

For the public benefit, the advancement of the health of children and young people through the promotion of excellence in school nursing and specialist community public health nursing, in particular but not exclusively by: raising standards, building expertise, creating networks and promoting research and innovation in practice; and raising awareness amongst stakeholders for health, children, families, education, schools and others of the benefits of developing evidence-based practices that improve the health and well-being of children and young people.

PUBLIC BENEFIT

The trustees have had due regard to the Charity Commission guidance on public benefit. The activities undertaken during the reporting period were in direct furtherance of the charity’s charitable objects, contributing to improved professional practice, sector advocacy and the advancement of child and young people’s health.

WHAT WE DO

SAPHNA is a professional organisation dedicated to the advancement of school nursing and specialist community public health nursing. The charity delivers its mission through:

POLICY INFLUENCE, CAMPAIGNING & STRATEGIC LEADERSHIP

During the reporting period, SAPHNA continued to contribute to national policy, safeguarding and workforce development agendas affecting children and young people.

Policy Consultations & Government Engagement

Activity included participation in national consultations, stakeholder forums and policy discussions relating to:

Specific consultations that SAPHNA responded to included:

Strategic Alliances & Networks

SAPHNA engaged with sector partners and networks to support policy influence and workforce voice, including:

TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 31 JULY 2025

Policy priorities continued to focus on safeguarding, prevention, school health, and the Healthy Child Programme, including:

EDUCATION, CONTINUED PROFESSIONAL DEVELOPMENT (CPD) & KNOWLEDGE SHARING

SAPHNA continued to provide learning and development activities for school and public health nurses, including students and early-career practitioners. This included:

SAPHNA entered into an affiliation partnership with the National Association of School Nurse Academics (NASNA) in May 2025, which strengthens our access to research, early-career academics and emerging evidence, enabling richer knowledge exchange, collaborative enquiry and high-quality literature review activity to support the ongoing development of the school nursing workforce.

Training & Learning Events

The charity delivered online training and development opportunities including:

TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 31 JULY 2025

Annual Conference 2024

SAPHNA delivered its annual national conference during the reporting period, held in a hybrid format at Buckinghamshire New University and online. The 2024 theme was “A School Nurse in Every School: School nurses’ positive impact in addressing health inequalities in children, young people and their families”.

The programme included keynote presentations, policy updates and professional learning sessions, with contributions from national leaders, academics, practitioners and young people. Speakers included Professor Sir Michael Marmot, Professor Jamie Waterall and SAPHNA representatives. A total of 194 delegates registered for the conference, comprised of both in-person and virtual participants. Corporate support included a headline sponsor (AstraZeneca) and multiple exhibitors and partners.

TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 31 JULY 2025

Evaluation feedback was received from 28 delegates (17 virtual and 11 in-person). Key findings included:

Delegates highlighted the quality of speakers, the relevance of topics and the value of youth voice. Areas for improvement included enhanced networking opportunities, further optimisation of the virtual experience and clearer administrative communication.

The conference continued to support SAPHNA’s charitable objects by promoting professional development, advancing evidence and contributing to improved practice for those working with children and young people.

Digital Learning & Resources

Plans continued for development of digital learning materials and e-learning platforms as part of the 2025–2028 strategy.

MEMBERSHIP, SPONSORSHIP & ENGAGEMENT

Membership remained a key mechanism for supporting professional connection and sharing of practice.

As of year-end:

Engagement activity included:

Sponsors for 2024-25 included:

Non-financial partnerships in 2024-2025 included:

TRUSTEES’ ANNUAL REPORT

FOR THE YEAR ENDED 31 JULY 2025

RESOURCES, GUIDANCE & PRACTICE DEVELOPMENT

SAPHNA continued to support practice development through the curation and development of professional resources.

Activities included:

Resources and toolkits that were created and published in 2024-2025 include:

REPRESENTATION, EVENTS & PUBLIC ENGAGEMENT

SAPHNA maintained presence at external events to represent the school and public health nursing workforce. Representation included a presentation at the QNI ICB Chief Nurses Forum.

RESEARCH & INNOVATION

The charity continued to participate in collaborative research and sector knowledge networks to inform practice and support evidence-based delivery.

Activity included:

IN SUMMARY

Throughout 2024–2025, SAPHNA continued to deliver activities that advanced professional practice, contributed to national policy discussions, supported the workforce and promoted improved outcomes for children and young people. Planned developments for 2025–2028 aim to build organisational sustainability and strengthen the public benefit delivered through the charity’s objects.

INCOME SOURCES

Income for the period ended 31 July 2025 was £151,974 . The majority of income was derived from:

TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 31 JULY 2025

RESERVES

The charity operates a reserves policy to maintain a minimum of three months’ operating costs. At year end, unrestricted funds remained in place to support operational viability. The trustees reviewed reserves during the year in line with financial performance and future planning.

Cash carried forward at year end was £96,164 .

STRUCTURE, GOVERNANCE AND MANAGEMENT

SAPHNA is a Foundation Charitable Incorporated Organisation (CIO) governed by its constitution dated 5 January 2015.

Trustees are responsible for strategic direction, compliance and oversight. Trustees are appointed in accordance with the constitution following a skills and experience assessment.

Government Developments

During the year, governance and financial processes were strengthened. The Charity Commission concluded regulatory engagement in August 2025 with no further action taken and encouraged continued strengthening of financial controls.

RISKS AND UNCERTAINTIES

The trustees monitor risks relating to financial sustainability, operational delivery and governance. Financial sustainability remains the most significant risk due to rising costs and variable income. Mitigations include developing income diversification and strengthened financial management arrangements.

PLANS FOR THE FUTURE

The Board approved a development strategy for 2025–2028 focused on:

Approved by the trustees and signed on their behalf by:

…………………….. C McEvilly, Chair

Date: 11 March 2026

STATEMENT OF TRUSTEES’ RESPONSIBILITIES

FOR THE YEAR ENDED 31 JULY 2025

The Trustees are responsible for preparing the Trustees’ annual report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, of the charity for that period. In preparing the financial statement, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Charity’s transactions and disclose the 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 2011, the Charities (Accounts and Reports) Regulations 2008 and the provisions of the constitution. 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 order of the members of the board of Trustees and signed on its behalf by:

…………………….. C McEvilly, Chair

Date: 11 March 2026

INDEPENDENT EXAMINER’S REPORT FOR THE YEAR ENDED 31 JULY 2025

Independent examiner's report to the trustees of School and Public Health Nurses Association

I report on the financial statements of School and Public Health Nurses Association ("the Charity") for the year ended 31 July 2025, which are set out on pages 11 to 13.

Respective responsibilities and basis of report

As the Charity's trustees, you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the Charity's financial statements carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

Having completed my examination, I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Charity as required by section 130 of the Act; or

  2. the financial statements do not accord with those records.

I confirm that there are no other matters to which your attention should be drawn in order to enable a proper understanding of the financial statements to be reached.

Mark Heaton FCCA FCIE DChA K M Chartered Accountants Burnley Wharf Manchester Road Burnley BB11 1JG

Date: 11 March 2026

RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 JULY 2025

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Unrestricted Total Total
Funds 2025 2024
Receipts £ £ £
0-19 Research Network 1,300 1,300 7,200
Advertising 2,635 2,635 925
Commissions - - 7,290
Conference tickets 17,700 17,700 19,247
Events 1,559 1,559 -
Expert Advice 5,513 5,513 1,040
Leadership 3,294 3,294 -
Membership 82,764 82,764 83,363
Roundtable event - - 11,500
Service review - - 14,110
Sponsorship 34,773 34,773 33,777
Training 486 486 4,162
Other 1,949 1,949 889
151,974 151,974 183,503
Payments
Charitable activities 38,495 38,495 40,522
Staff costs 150,860 150,860 129,515
189,355 189,355 170,037
Net receipts/(payments) (37,381) (37,381) 13,466
Cash funds brought forward 133,545 133,545 120,079
Cash funds carried forward 96,164 96,164 133,545
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STATEMENT OF ASSETS AND LIABILITIES FOR THE YEAR ENDED 31 JULY 2025

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Unrestricted Total Total
Funds 2025 2024
Assets £ £ £
Cash at bank and in hand 96,164 96,164 133,545
96,164 96,164 133,545
Liabilities £ £ £
Deferred income 19,833 19,833 38,980
Independent examiners accrual 1,050 1,050 1,020
20,883 20,883 40,000
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Approved by the trustees and signed by:

…………………….. C McEvilly

Date: 11 March 2026

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2025

1. Basis of preparation

These financial statements have been prepared on the receipts and payments basis in accordance with the Charities Act 2011

2. Fund accounting

3. Taxation

4. Transactions with trustees and related parties