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2024-03-31-accounts

Company Registration Number: 09437425 Charity Registration Number: 1162431

YMCA Exeter Community Projects

(A company limited by guarantee)

Independently Examined Financial Statements

for the Year Ended 31 March 2024

Contents
Reference and Administrative Details 3
Welcome 4-10
Trustees' Report 12-16
Independent Examiner's Report 17
Statement of Financial Activities 18
Balance Sheet 19-20
Statement of Cash Flows 21
Notes to the Financial Statements 22 to 36

2

Reference and Administrative Details

Trustees

Paul Reisbach Chairman William McDermid Treasurer Paul Lambdin Sara Traynor Lucy Herring Jean Claude Katte (Appointed on 15[th] May 2023) Tom Morrish (Previously known as Tom Cox, name changed 3[rd] Jan 2024) Emma White Louise Glanville Rita Nardone Jonathan Snicker

Charity Registration Number

1162431

Company Registration Number

09437425

Registered Office

39-41 St David's Hill Exeter Devon EX4 4DA

Independent Examiner

Robyn Gifford-England ACA Westcotts (SW) LLP Timberly South Street Axminster Devon EX13 5AD

Accountants

Westcotts Timberly South Street Axminster Devon EX13 5AD

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y• *cKEATZIE The trustees, who are directors for the purposes of company lawl present the annual report together with the financial statements of the charitable company for the year ended 31 March 2024

Welcome

This year has been one of growth, transformation, and deep impact for YMCA Exeter Community Projects

Through the dedication of our exceptional staff, volunteers, and the unwavering support of our donors, we have continued to build stronger, healthier communities by improving the lives of young people and families across the region.

We passionately believe that every person is hugely valuable, and we ensure that our services are welcoming to people of all faiths or none, offering them the spaces they need to feel secure, respected, heard and valued. We advocate for young people by speaking out on issues that affect their lives.

By addressing and providing support for the body, mind and spirit of each individual, we enable them to flourish into adulthood.

As an organisation, we are continually evolving and adapting to meet the changing needs of our communities. It is your steadfast belief in our work that enables us to dream big and achieve so much. Whether through direct involvement or financial support, every contribution has played a vital role in our shared success.

It’s with immense gratitude that we reflect on this year’s achievements and celebrate the milestones we’ve reached together. This report outlines the progress we've made and the impact we've had, thanks to each of you.

Gareth Sorsby

Gareth began working at YMCA Exeter Community Projects in 2010. After leaving school, Gareth gradually worked his way up to a General Manager at a 4* Cornish hotel before moving to YMCA Exeter to help young people and ex-offenders into employment. Gareth believes strongly in early intervention and the importance of whole family approaches and programmes

Si Johns

Si began working at YMCA Exeter Housing Association in 2002 as an Assistant Housing Manager, with a background in youth work and social work. An expert in the benefits system, tribunals and disability training, Si is also a Full Chartered Member of the Chartered Institute of Housing. Si believes that this “work is all about spotting people’s potential and giving them the time they need to see it for themselves”.

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u 111 463 Famillies supported across our projects 1224 Volunteer hours 311 young people conntected with nature through outdoor activities 96% of CWP parent clients saw an improvement in their child's wellbeing 43 Youth Club sessions delivered

Projects throughout the Year

Social and Therapeutic Horticulture and Green Woodwork

Our Horticulture and Green Woodwork programme has become a vital source of therapy, education, and personal development for many within the communities that we support. This year, we've seen an increase in engagement from both participants and volunteers, with new faces joining us to make an even greater impact.

At Thomas Hall School, we helped develop a Green Woodworking area, providing an alternative learning space for young people who struggle in traditional classroom environments. By working with nature, these young people have learned practical skills and discovered new ways to express themselves.

One of the standout moments for our horticultural work was hosting BBC Radio 4’s Gardener’s Question Time, which brought over 200 members of our community together. The event highlighted how therapeutic gardening is not only transforming our green spaces but also improving mental health and creating a sense of belonging. For many of our participants, working with plants has been a gateway to personal healing and growth, and we are proud to see this initiative recognised on a national stage.

Children and Young People's Wellbeing (CWP) Service

The Practitioner quickly developed a rapport with my daughter and got her opening up on her feelings. Our sessions have given us structure and reassurance in how we can help our daughter. I am so grateful that we had a referral to YMCA Exeter, and we are now getting crucial support for our daughter

Our team of Children and Young People’s Wellbeing Practitioners (CWP) continues to make a meaningful difference in the lives of young people throughout Devon who need mental health support. These practitioners have become an integral part of our organisation, using Cognitive Behavioural Therapy (CBT) to provide emotional guidance and support to children and young people aged 5-18 years old who are experiencing anxiety, low mood or behavioural challenges. Their work spans across schools and communities.

We also run several different programmes focusing on parental engagement. These include group parent sessions online for peer support, a parent-led programme for children between 5-12 years old, where the parent learns techniques to assist their child at home. We have also launched a parental-intervention programme around child behavioural challenges.

Our CWPs are supervised by the Clinical Education Development and Research Centre at the University of Exeter, for whom we also provide several trainees who work as part of our CWP team. In their recent report, they noted we have above the average number of referrals regarding accessibility, with an increase in referrals of young people who were non-binary, children in care and those with a disability, stating:

[Our report] shows that YMCA Exeter is inclusive and accessible to individuals who may face additional barriers to accessing mental health support.

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Youth Work

Our youth work programmes continue to be a cornerstone of YMCA Exeter Community Projects, and we are thankful for our longstanding relationship with Broadclyst Parish Council who commissioned this piece of work.

We have split our youth groups to better serve the distinct needs of younger and older age ranges, ensuring that everyone feels included and valued. The feedback from young people has been overwhelmingly positive, particularly around the sense of ownership they feel in these programmes.

Their involvement in interviewing new staff, contributing ideas, and leading activities has empowered them to take an active role in shaping their own experiences.

Exwick Community Work

Our community outreach in Exwick, as one of our key church partnerships with Exwick Community Church, has seen continued success, with programmes designed to foster a sense of belonging and mutual support among residents. The parent courses we run at local schools have been particularly well-received, with many parents reporting that they feel more connected and better equipped to support their children.

Our staff bring their own unique passions to this work, enriching each initiative with creativity and energy. From family engagement projects, energy efficiency advice, befriending schemes, social housing interventions and a parenting programme, we continue to make Exwick a model for what a connected and caring community can look like.

Newcourt and Clyst Heath Young Families Programme

Under the leadership of Emma and Becca, our Young Families Programme in partnership with Trinity Church, has grown in both scope and effectiveness. Their thoughtful approach has ensured that families in Newcourt and Clyst Heath receive the support they need, whether through group activities, one-on-one guidance, or community events.

Their focus on planning and refining our offerings has allowed us to be more strategic in how we deliver services, setting the stage for even greater impact in the years to come. From toddler cooking classes, messy church and SEND support groups to parenting courses, Emma and Becca continue to strengthen family bonds and create lasting change.

Lighthouse Training, Enrichment and Employability

Our Lighthouse project provides a wide range of wellbeing, social, therapeutic, faithbased activities and workplace experiences for the young people in our Supported Housing run by our sister charity City of Exeter YMCA. A key element is to enable the young people to acquire greater work-readiness. Many employability programmes are very generalist in nature, merely taking participants through a desk exercise. Our approach is distinctively different, and the relevance of YMCA Exeter Community Projects is that our starting point is to use horticulture to enable the participants to be responsive to further support. They gain an immersive experience, working collaboratively and they reflect on skills they have acquired through completing a ‘Learning Journal’. Participants

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will then complete a Skills Matrix when they score themselves against 20 common work-place skills such as ‘A desire to help people’, ‘the ability to accept criticism and work well under pressure’ and ‘the ability to work well with others’. This then provides numerous ‘hooks’ to tease out how those skills and interests could map onto a large portfolio of employability opportunities. Participants are then helped to explore opportunities for voluntary work experience, training, education or ultimately paid employment.

Ten:10 International Volunteers

In partnership with Action Reconciliation Service for Peace (ARSP), our international volunteer scheme named after the bible verse John 10:10, “I have come that they may have life, and life to the full”, continues to provide life changing placement opportunities to young people from Europe. Up until August 2023 we were joined by Malin from Germany and Zuzanna from Poland.

From September through the rest of the year we have had the pleasure of hosting Alicjia from Poland and Hannah from Germany.

Social prescribing

Within the year we supported 66 young people who were struggling with social isolation and helped them to find new social connections and join support groups across the city. The partnership with Wellbeing Exeter sadly came to a planned conclusion by the end of March 2024 due to lack of city-wide funding. We were however able to retain all of the staff from the project in alternative roles and utilise their social prescribing expertise to help a different group of young people.

New Initiatives

Looking ahead, we are excited to announce several new initiatives designed to expand our reach and deepen our impact in the coming year.

Antenatal Support for New Families

We will be launching an Antenatal Support Programme at Newcourt Community Centre in partnership with ‘Begin Well’. This programme, designed for expectant mothers and their partners, will provide essential guidance on pregnancy, birth, and early parenting. We aim to foster strong family foundations right from the start, ensuring that parents feel confident and supported in their journey.

Development of further Groupwork CBT

Our CWPs are developing mind and mood group sessions for children and young people to help us see more clients at once. We believe this will ensure our waiting list does not become overloaded again.

In addition, we are merging the group work concept with our horticulture project to help housing residents access this essential support. We expect both to be up and running by Autumn 2024.

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Family Minds partnership

For a number of months, we have been working on building a partnership of 15 different community organisations focussed on building strong mental health amongst children, young people and families, all of whom work across Exeter and East Devon. We originally participated in a piece of work around supporting the transition from primary to secondary school, designing some materials for school staff and parents to use. In the coming year, as a collective, we have secured some funding from Devon County Council and Health inequalities to develop a partnership approach to address Emotionally Based School Avoidance and we look forward to reporting on the progress and impact of the project.

Expanded Youth Programmes

This coming year, we are expanding the scope of our youth clubs and activities, under commissioning from Broadclyst Parish Council, to reach 2 new areas of the parish that have seen large housing developments in recent years, namely Tithebarn and Westclyst. We are thrilled to have welcomed a new youth worker, Shannon Partridge, who has already begun making a positive impact.

Thank you to our Supporters

Our success this year would not have been possible without the incredible contributions of our supporters. To our staff, who tirelessly dedicate themselves to this work; to our volunteers, who give their time and energy so generously; our church partners who see the spiritual effects of the practical work delivered and to our donors, whose financial support enables us to dream bigger and achieve more, thank you.

A special thank you to our volunteers who have made our horticultural and youth work programmes possible. Your commitment has transformed lives and created lasting change in our community.

Finally, to all those young people and families who have participated in our programs, we are deeply grateful for your trust and involvement. You are the heart of everything we do, and we look forward to continuing this journey together.

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TOGETHER, WE ARE BUILDING STRONGER COMMUNITIES

Trustees’ Report

Objectives and activities

Objects and aims

Our Christian ethos is the foundation and inspiration for all that we do, and therefore our Strategic Objectives seek to be more than simply about organisational development; through them we seek to demonstrate the love of Christ to those around us and seek out, welcome, inspire, speak out and serve communities in His name.

Remain true to our values and be obedient to God’s calling

This objective is the core of who we are and will shape all our existing and future work and the way we interact with our colleagues, partners and service users.

Value, develop and inspire our staff and volunteers to develop a highly skilled and motivated team

We recognise that our staff team are our greatest resource. With them empowered and operating at high capacity we will achieve more. YMCA Exeter Community Projects is committed to high quality training and planning of career progression for all our staff. We will cultivate a reputation as an employer of excellence across Exeter and beyond.

Continually listen to our communities to identify needs and work together to meet them

We will ensure that communities are involved in everything we do, from needs analysis, planning new work, fundraising and delivery to create change from within.

Ensure our consistent financial sustainability

We are committed to ensuring our financial sustainability through first and foremost trusting in God, coupled with developing a wide range of financial models including enterprise, grants, contracts and donations.

Grow, expand and deepen our work

We will strive for excellence in all we do, ensuring all our programmes and services are delivered to the highest possible standard. We are committed to working in partnership with Churches and with other organisations that demonstrate similar values to our own.

Trustees and officers

The trustees and officers serving during the year and since the year end were as follows:

Trustees: Paul Reisbach Chairman William McDermid Treasurer Paul Lambdin Sara Traynor Lucy Herring Jean Claude Katte (Appointed 15[th] May 2023) Tom Morrish (Previously known as Tom Cox, name changed 3[rd] Jan 2024) Emma White Louise Glanville Rita Nardone Jonathan Snicker

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Structure, governance and management

Organisational structure

The association is an incorporated registered charity (number 1162431). The governance of the Association is conducted in accordance with the Constitution registered with the Charity Commission. The business of the Association is managed by the Board, which may include co-opted members, who may not exceed five in number or one third of the membership of the Board.

The Charity has a Board of up to a maximum of twelve members who meet regularly. They are responsible for the strategic direction and policy of the Charity. One third of the number of members of the Board or three members (whichever is the greater), need to attend each meeting to form a quorum. At 31 March 2024, the board comprised of eleven members.

The Board seeks to ensure that members have a range of skills covering business management areas, together with those with experience of working with our primary client groups. In the event of particular skills being lacking or lost due to retirement from the Board, individuals with similar skills are sought as replacements.

All members of the Board give their time voluntarily and receive no benefits from the Charity.

LEADERSHIP

Since 2017 we have had a joint leadership model to foster accountability and mutual support in what can often be an isolating role. Our joint CEOs strive to deliver a better, stronger and more effective service for our beneficiaries, our staff and our volunteers.

Public benefit

All our charitable activities focus on helping young people who are exposed to a range of risks or are in some way vulnerable. The trustees have read the Charity Commission guidance on public benefit, are satisfied that these activities further our charitable purposes and clearly demonstrate that the charity is providing a benefit to the public.

The trustees confirm that they have complied with the requirements of section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.

Risk Management

The Board has conducted a review of the major risks to which the Charity is exposed. Where appropriate, systems or procedures have been established to mitigate the risks the Charity faces.

Internal control risks are minimised by the implementation of procedures for authorisation of transactions and projects. Budgets are produced prior to the commencement of the year to establish the level of funding required and applications are made to cover this expenditure. The majority of the expenditure is planned in advance to ensure that it does not exceed the annual income. If funds are not forthcoming, then the work of the Charity is curtailed.

Management accounts are prepared quarterly and these are compared with the budget to ensure the Charity can maintain its activities. These are presented to the Board who review past performance and plan for the future. None of the projects charge clients for the services supplied, so the Charity is dependent upon a range of funding streams to cover our costs each year. Procedures are in place to ensure compliance with health and safety of staff, service users and visitors to the premises and regular reports are made to the Board. These procedures are periodically reviewed to ensure that they continue to meet the needs of the Charity

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Investment policy and objectives

The Charity has set aside a designated reserve to meet future expenditure on buildings. The Charity has no other reserves for investment as income is used as working capital.

Reserves Policy

The trustees aim to hold reserves consisting of the following amounts:

In addition, the trustees aim to hold 2 months of overall expenditure in reserve to allow for the peaks and troughs of funding timing. Based on 2024/25 budgets, the annual expenditure is approximately £559,353.

The total amount of reserves the trustees would like to hold is therefore £93,226.

At the year end, net assets were £172,260 of which £51,313 were tangible fixed assets giving net current assets of £120,947. Of this £23,983 was restricted funds, leaving free reserves of £96,964. The free reserves level is broadly in line with the reserves policy.

Financial review

Income is generated through several different channels. Restricted funding for specific projects is received from grants and service delivery contracts. Unrestricted funding, which is critical for covering core operating costs, comes through general donations from individuals, churches, organisations and fundraising activities.

Total income in the financial year has increased by £128,815 compared to the previous financial year. Total expenditure has increased by £27,668. The financial performance for the year is a net surplus of £57,337.

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Trustees' Report

Statement of trustees' responsibilities

The trustees (who are also the directors of YMCA Exeter Community Projects for the purposes of company law) are responsible for preparing the trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland". The report and accounts have been prepared in accordance with the provisions in the Companies Act 2006 relating to small companies.

Company law requires the trustees to prepare financial statements for each financial year. Under company law the trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including its income and expenditure, of the charitable company for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that can disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

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Trustees' Report

Small companies provision statement

This report has been prepared in accordance with the small companies regime under the Companies Act 2006.

The annual report was approved by the trustees of the charity on 23 September 2024 and signed on its behalf by:

Paul Reisbach Chairman and trustee

William McDermid Treasurer and trustee

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YMCA Exeter Community Projects

Independent Examiner's Report to the trustees of YMCA Exeter Community Projects ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2024.

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 the Company's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW), 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 YMCA Exeter Community Projects 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.

Robyn Gifford-England

Timberly South Street Axminster Devon EX13 5AD

Date:

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YMCA Exeter Community Projects

Statement of Financial Activities for the Year Ended 31 March 2024 (Including Income and Expenditure Account and Statement of Total Recognised Gains and Losses)

Unrestricted
funds
Restricted
funds
Total
2024
Total
2023
Unrestricted
funds
Restricted
funds
Total
2024
Total
2023
Note
£
£
£
£
Income and Endowments from:
Donations and legacies
3
112,431
118,218
230,649
94,644
Charitable activities
4
23,000
255,015
278,015
290,203
Other trading activities
5
2,190
13
2,203
100
Investment income
6
100
-
100
63
Other income
7
74,273
-
74,273
71,415
Total income
211,994
373,246
585,240
456,425
Expenditure on:
Raising funds
8
(52,679)
-
(52,679)
(50,451)
Charitable activities
9
(88,168)
(387,056)
(475,224)
(449,764)
Total expenditure
(140,847)
(387,056)
(527,903)
(500,215)
Net income/(expenditure)
71,147
(13,810)
57,337
(43,790)
Transfers between funds (16,610)
16,610
-
-
Net movement in funds
54,537
2,800
57,337
(43,790)
Reconciliation of funds
Total funds brought forward
93,740
21,183
114,923
158,713
Total funds carried forward
18
148,277
23,983
172,260
114,923

All of the charity's activities derive from continuing operations during the above two periods. The funds breakdown is shown in note 18.

18

The notes on pages 22 to 36 form an integral part of these financial statements

YMCA Exeter Community Projects

Balance Sheet as at 31 March 2024

2024
2023
Note £
£
Fixed assets
Tangible assets
14
51,313
54,548
Current assets
Debtors
15
48,123
56,507
Cash at bank and in hand 77,961
25,485
126,084
81,992
Creditors: Amounts fallingdue within oneyear
16
(5,137)
(21,617)
Net currentassets
120,947
60,375
Netassets
172,260
114,923
Funds of the charity:
Restricted income funds
Restricted funds 23,983
21,183
Unrestricted income funds
Unrestricted funds 148,277
93,740
Total funds
18
172,260
114,923

For the financial year ending 31 March 2024 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

These financial statements have been prepared in accordance with the special provisions relating to companies subject to the small companies regime within Part 15 of the Companies Act 2006.

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The notes on pages 22 to 36 form an integral part of these financial statements

YMCA Exeter Community Projects

Balance Sheet as at 31 March 2024

The financial statements on pages 20 to 38were approved by the trustees, and authorised for issue on 23 September 2024 and signed on their behalf by:

Paul Reisbach Chairman and trustee

William McDermid Treasurer and trustee

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The notes on pages 22 to 36 form an integral part of these financial statements

YMCA Exeter Community Projects

Statement of Cash Flows for the Year Ended 31 March 2024

2024
2023
2024
2023
Note
£
£
Cash flows from operating activities
Net cash income/(expenditure)
57,337
(43,790)
Adjustments to cash flows from non-cash items
Depreciation
14
6,581
4,498
Investment income
6
(100)
(63)
63,818
(39,355)
Working capital adjustments
Decrease/(increase) in debtors
15
8,384
(37,174)
(Decrease)/increase in creditors
16
(12,913)
10,419
(Decrease)/increase in deferred income
(3,567)
3,567
Net cash flows from operatingactivities
55,722
(62,543)
Cash flows from investing activities
Interest receivable and similar income
6
100
63
Purchase of tangible fixed assets
14
(3,346)
(1,769)
Net cash flows from investingactivities
(3,246)
(1,706)
Net increase/(decrease) in cash and cash equivalents
52,476
(64,249)
Cash and cash equivalents at 1 April
25,485
89,734
Cash and cash equivalents at 31 March
77,961
25,485

All of the cash flows are derived from continuing operations during the above two periods

.

21

The notes on pages 22 to 36 form an integral part of these financial statements

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

1 Charity status

The charity is a public benefit entity and a private company limited by guarantee, incorporated in England and Wales, and consequently does not have share capital. Each of the trustees is liable to contribute an amount not exceeding £1 towards the assets of the charity in the event of liquidation.

The address of its registered office is: 39/41 St David's Hill Exeter Devon EX4 4DA

2 Accounting policies

Summary of significant accounting policies and key accounting estimates

The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated.

Statement of compliance

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)) (issued in October 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Basis of preparation

YMCA Exeter Community Projects 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 notes.

Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern nor any significant areas of uncertainty that affect the carrying value of assets held by the charity.

Income and endowments

All incoming resources are included in the statement of financial activities when entitlement has passed to the Charity; it is probable that the economic benefits associated with the transaction will flow to the Charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

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YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

2. Accounting Policies (continued)

Donations, legacies and grants

Income from donations or grants is recognised when there is evidence of entitlement to the gift, receipt is probable and its amount can be measured reliably.

Legacy income is recognised when receipt is provable and entitlement is established.

Donated goods and services

Income from donated goods is measured at the fair value of the goods unless this is impractical to measure reliably, in which case the value is derived from the cost to the donor or the estimated resale value. Donated facilities and services are recognised in the accounts when received if the value can be reliably measured. No amounts are included for the contribution of general volunteers.

Income from contracts

Income from contracts for the supply of services is recognised with the delivery of the contracted service. This is classified as unrestricted funds unless there is a contractual requirement for it to be spent on a particular purpose and returned if unspent, in which case it may be regarded as restricted.

Expenditure

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

Raising funds

Expenditure on raising funds includes the costs of all fundraising activities, events, non-charitable trading activities, and the sale of donated goods.

Charitable activities

Expenditure on charitable activities includes all costs incurred by a charity in undertaking activities that further its charitable aims for the benefit of its beneficiaries, including those support costs and costs relating to the governance of the charity apportioned to charitable activities.

Other expenditure

Other expenditure includes all expenditure that is neither related to raising funds for the Charity nor part of its expenditure on charitable activities.

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Taxation

The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.

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YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

2. Accounting Policies (continued)

Tangible fixed assets

Tangible fixed assets are initially recorded at cost, less any accumulated depreciation and impairment losses.

Depreciation and amortisation

Depreciation is provided on tangible fixed assets so as to write off the cost or valuation, less any estimated residual value, over their expected useful economic life as follows:

Asset class Depreciation method and rate
Freehold property 2% straight line
Furniture and equipment Straight line over 5 years
Computer equipment Straight line over 3 years

Impairment of fixed assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date.

For the purposes of impairment testing, when it is not possible to estimate the recoverable amount of an individual asset, an estimate is made of the recoverable amount of the cash-generating unit to which the asset belongs. The cash-generating unit is the smallest identifiable group of assets that includes the asset and generates cash inflows that are largely independent of the cash inflows from other assets or groups of assets.

Debtors and creditors receivable/payable within one year

Debtors and creditors with no stated interest rate and receivable or payable within one year are recorded at transaction price. Any losses arising from impairment are recognised in expenditure.

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Fund structure

Unrestricted funds are available for use at the discretion of the trustees to further any of the Charity’s purposes.

Operating reserves are unrestricted cash or working capital. The charity aims to hold unrestricted cash reserves of two months budgeted expenditure.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal and fall into one of two sub-classes : restricted income funds or endowment funds.

24

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

2. Accounting Policies (continued)

Pensions and other post retirement obligations

Defined contribution plans

Contributions to defined contribution plans are recognised as an expense in the period in which the related service is provided. Prepaid contributions are recognised as an asset to the extent that the prepayment will lead to a reduction in future payments or a cash refund.

When contributions are not expected to be settled wholly within 12 months of the end of the reporting date in which the employees render the related service, the liability is measured on a discounted present value basis. The unwinding of the discount is recognised as an expense in the period in which it arises.

Pension costs

Pension costs for the defined contribution scheme are charged against income as they are due.

Financial instruments

Recognition and measurement

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs, unless the arrangement constitutes a financing transaction, where it is recognised at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

25

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

3
Income from donations and legacies
Unrestricted
funds
Restricted
Total
General
funds
2024
£
£
£
Donations 81,339
29,128
110,467
Gift aid reclaimed 26,092
-
26,092
Grants,includingcapitalgrants 5,000
89,090
94,090
112,431
118,218
230,649
Unrestricted
funds
Restricted
Total
General
funds
2023
£
£
£
Donations 8,451
13,046
21,497
Grants, including capital grants -
69,647
69,647
Other income 3,500
-
3,500
11,951
82,693
94,644
4
Income from charitable activities
Unrestricted
funds
Restricted
Total
General
funds
2024
£
£
£
Project Delivery Contracts -
227,015
227,015
Volunteer coordination and support 23,000
28,000
51,000
23,000
255,015
278,015
Unrestricted
funds
Restricted
Total
General
funds
2023
£
£
£
Project Delivery Contracts -
249,203
249,203
Volunteer coordination and support 23,000
18,000
41,000
23,000
267,203
290,203

26

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

5
Income from other trading activities
Unrestricted
funds
Restricted
Total
General
funds
2024
£
£
£
Events income;
Fundraising events 2,190
13
2,203
Unrestricted
funds
Total
General
2023
£
£
Events income;
Fundraising events 100
100
6
Investment income
Unrestricted
funds
Total
General
2024
£
£
Interestreceivable and similar income 100
100
Unrestricted
funds
Total
General
2023
£
£
Interestreceivable and similar income 63
63
7
Other income
Unrestricted
funds
Total
Total
General
2024
2023
£
£
£
Office Rental - City of Exeter YMCA 19,320
19,320
19,320
Lease Rental - City of Exeter YMCA 5
5
5
Centre Management - YMCA Centres (South
Molton) 54,948
54,948
52,090
74,273
74,273
71,415

27

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

8
Expenditure on raising funds
Unrestricted
funds
Total
General
2024
£
£
Fundraising costs 2,657
2,657
Wages & salaries 43,542
43,542
Employer's NIC 3,430
3,430
Pension costs 3,050
3,050
52,679
52,679
Unrestricted
funds
Total
General
2023
£
£
Fundraising costs 2,068
2,068
Wages & salaries 41,947
41,947
Employer's NIC 3,504
3,504
Pension costs 2,932
2,932
50,451
50,451

28

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

9 Expenditure on charitable activities

Perspectives
Youth &
Mental Health
Core
& Volunteers
Family
& Wellbeing
2024
£
£

£

£
£
Staff costs 45,312
45,558
40,110
227,680
358,660
User costs -
5,624
1,387
925
7,936
Office costs 6,610
734
715
-
8,059
Operations 6,974
1,111
96
10,745
18,926
Premises 1,687
644
-
6,483
8,814
Utilities 8,864
-
-
-
8,864
Governance 3,770
-
-
-
3,770
Depreciation 4,696
1,475
-
409
6,580
Management & admin 7,778
6,331
4,849
31,276
50,234
Fundraising& Publicity 541
441
224
2,175
3,381
86,232
61,918
47,381
279,693
475,224
Unrestricted Funds 86,232
-
-
-
86,232
Restricted Funds -
61,918
47,381
279,693
388,992
86,232
61,918
47,381
279,693
475,224
Perspectives
Youth &
Mental Health
Core
& Volunteers
Family
& Wellbeing
2023
£
£

£

£
£
Staff costs 25,874
52,556
29,893
227,349
335,672
User costs -
9,980
1,478
1,013
12,471
Office costs 692
128
1,762
5,716
8,298
Operations 15,842
1,132
476
10,266
27,716
Premises 3,764
587
-
473
4,824
Utilities 5,246
-
-
-
5,246
Governance 3,588
-
-
-
3,588
Depreciation 4,498
-
-
-
4,498
Management & admin 8,294
6,758
3,103
26,210
44,365
Fundraising& Publicity 578
470
215
1,823
3,086
68,375
71,612
36,927
272,850
449,764
Unrestricted Funds 68,375
-
-
-
68,375
Restricted Funds -
71,612
36,927
272,850
381,389
68,375
71,612
36,927
272,850
449,764

29

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

10 Net incoming/outgoing resources

Net incoming/(outgoing) resources for the year include:

Net incoming/(outgoing) resources for the year include:
2024 2023
£ £
Depreciation of fixed assets 6,581 4,498

11 Trustees remuneration and expenses

No trustees, nor any persons connected with them, have received any remuneration from the charity during the year.

No trustees have received any reimbursed expenses or any other benefits from the charity during the year (2023: Nil).

12 Staff costs

The aggregate payroll costs were as follows:

The aggregate payroll costs were as follows:
2024
2023
£
£
Staff costs during the year were:
Wages and salaries 333,829
325,526
Social security costs 20,296
11,962
Pension costs 23,279
21,276
377,404
358,764

The monthly average number of persons (including senior management / leadership team) employed by the charity during the year was as follows:

by the charity during the year was as follows:
2024
2023
Number
Number
The average head count of employees during the year 20
19

No employee received emoluments of more than £60,000 during the year.

The total remuneration for the key management personnel of the charity was £75,074 (2023 : £71,012). Employer's national insurance on this amounted to £7,882 (2023: £7,616), and employer's pension contributions amounted to £5,255 (2023: £4,971).

13 Independent examiner's remuneration

13
Independent examiner's remuneration
2024
2023
£
£
Fees payable to the independent examiner for:

Independent examination of the financial statements
3,465
3,366

30

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

14 Tangible fixed assets

14
Tangible fixed assets
14
Tangible fixed assets
Land and
buildings
Core Furniture
and equipment
Horticulture
furniture and
equipment
Core Computer
equipment
Total
£

£

£

£
£
Cost
At 1 April 2023
106,541
11,326
7,374
7,551
132,792
Additions
-
-
2,100
1,246
3,346
At 31 March 2024
106,541
11,326
9,474
8,797
136,138
Depreciation
At 1 April 2023
63,245
6,686
2,824
5,489
78,244
Charge for the
year
2,131
1,640
1,475
1,335
6,581
At 31 March 2024
65,376
8,326
4,299
6,824
84,825
Net book value
At 31 March 2024
41,165
3,000
5,175
1,973
51,313
At 31 March 2023
43,296
4,640
4,550
2,062
54,548
15
Debtors
2024
2023
£
£
Other debtors 4,519
7,433
Prepayments 1,345
6,390
Accrued income 25,000
27,359
Owed by connected organisations - City of Exeter YMCA 2,158
-
Owed byconnected organisations - YMCA Centres(South Molton) 15,101
15,325
48,123
56,507

31

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

16 Creditors: amounts falling due within one year

16
Creditors: amounts falling due within one year
2024
2023
£
£
Other creditors 443
935
Accruals 4,694
4,446
Deferred income -
3,567
Amounts owed to connected organisations - Cityof Exeter YMCA -
12,669
5,137
21,617
2024
2023
£
£
Deferred in theyear -
3,567

17 Pension and other schemes

Defined contribution pension scheme

The charity operates a defined contribution pension scheme. The pension cost charge for the year represents contributions payable by the charity to the scheme and amounted to £23,279 (2023 : £21,276).

18 Funds

18
Funds
Balance at
Incoming
Resources
Balance at
1 April 2023
resources
expended
Transfers
31 March 2024

£
£

£
£
£
Unrestricted funds
General
General Funds 72,500
211,994
(140,847)
(24,710)
118,937
Propertyreserve 21,240
-
-
8,100
29,340
93,740
211,994
(140,847)
(16,610)
148,277

32

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

18
Funds (continued)
Balance at Incoming Resources Balance at
1 April 2023 resources expended Transfers 31 March 2024
£ £ £ £ £
Restricted funds
Horticulture Project 5,325 50,474 (41,894) - 13,905
Volunteer Programme 2,022 14,000 (16,971) 949 -
Youthwork - Broadclyst 1,657 11,581 (11,416) - 1,822
Ten:10 Volunteers - 4,000 (3,151) (849) -
Mental Health - - (8,176) 8,176 -
Wellbeing Exeter 6,705 66,180 (70,841) (2,044) -
Family work - Exwick 3,651 21,600 (20,802) - 4,449
Wellbeing practitioners - Uni
of Exeter - 188,265 (198,643) 10,378 -
Trinity Church - Family
Work 1,823 17,146 (15,162) - 3,807
21,183 373,246 (387,056) 16,610 23,983
Total funds 114,923 585,240 (527,903) - 172,260
Balance at Incoming Resources Balance at
1 April 2022 resources expended Transfers 31 March 2023
£ £ £ £ £
Unrestricted funds
General
General Funds 94,992 106,529 (118,824) (10,197) 72,500
Propertyreserve 21,240 - - - 21,240
116,232 106,529 (118,824) (10,197) 93,740
Restricted funds
Horticulture Project 9,233 45,120 (47,075) (1,953) 5,325
Volunteer Programme 960 15,000 (15,000) 1,062 2,022
Youthwork - Broadclyst 1,284 12,231 (11,858) - 1,657
Erasmus Project - 10,963 (9,414) (1,549) -
Ten:10 Volunteers 1,948 200 (126) (2,022) -
Mental Health 751 21,268 (28,474) 6,455 -
Wellbeing Exeter 7,246 59,472 (60,013) - 6,705
Family work - Exwick 3,700 20,536 (20,585) - 3,651
Wellbeing practitioners - Uni
of Exeter 17,359 158,799 (184,362) 8,204 -
Trinity Church - Family
Work - 6,307 (4,484) - 1,823
42,481 349,896 (381,391) 10,197 21,183

33

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

Balance at
Incoming
Resources
Balance at
1 April 2022
resources
expended
Transfers
31 March 2023

£
£

£
£
£
Total funds
158,713
456,425
(500,215)
-
114,923

The specific purposes for which the funds are to be applied are as follows:

The Horticulture Project delivers therapeutic horticulture intervention and mentoring support to young people in the community.

The Volunteer Programme recruits and trains volunteers who then assist on our various projects. It is also responsible for our International Volunteer Programme called TEN : 10.

Youthwork, Children Services and Family Work run in Broadclyst (commissioned by Broadclyst Parish Church), Exwick (in partnership with Exwick Community Church) and Digby and Newcourt (in partnership with Trinity Church).

The Erasmus Programme has been financed by the Erasmus+ Programme through the British Council. Each academic year we receive young people on placement with us from our partner sending organisation YMCA Germany.

Mental Health is the catch all title for our wide array of programmes and interventions to build personal resilience and wellbeing amongst young people.

Wellbeing Exeter Community Connectors is a social prescribing multi agency partnership project. Delivered across the whole of Exeter, YMCA Exeter Community Projects provide support to young people aged 18 – 30 years old referred into the service by local GPs and through self-referrals.

Wellbeing Practitioners (CWP) is a clinical focused intervention for children and young people aged 5 – 18 years with common mental health difficulties, particularly mild to moderate symptoms of anxiety, depression and behavioural difficulties.

19 Analysis of net assets between funds

19
Analysis of net assets between funds
Unrestricted
Total funds at
funds
Restricted
31 March
General
funds
2024
£
£
£
Tangible fixed assets 46,138
5,175
51,313
Current assets 106,836
19,248
126,084
Current liabilities (4,697)
(440)
(5,137)
Total net assets
148,277
23,983
172,260

34

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

19. Analysis of net assets between funds

Unrestricted
Total funds at
funds
Restricted
31 March
General
funds
2023
£
£
£
Tangible fixed assets 49,998
4,550
54,548
Current assets 65,359
16,633
81,992
Current liabilities (21,617)
-
(21,617)
Total net assets 93,740
21,183
114,923
20
Analysis of net funds
At
Financing cash
At
1 April 2023
flows
31 March 2024

£
£
£
Cash at bank and in hand 25,485
52,476
77,961
Net cash/(debt)
25,485
52,476
77,961
At
Financing cash
At
1 April 2022
flows
31 March 2023

£
£
£
Cash at bank and in hand 89,734
(64,249)
25,485
Net cash/ (debt)
89,734
(64,249)
25,485

35

YMCA Exeter Community Projects

Notes to the Financial Statements for the Year Ended 31 March 2024

21 Related party transactions

City of Exeter YMCA is a company limited by guarantee, and a registered in England under the Companies Act 2006, number 2449636 and a registered charity, number 803226. City of Exeter YMCA is registered with the Regulator of Social Housing as a registered provider of social housing, number H3905. YMCA Centres (South Molton) is an incorporated registered charity and company limited by guarantee. The trustees of City of Exeter YMCA, YMCA Exeter Community Projects and YMCA Centres (South Molton) are the same individuals.

Day to day responsibility for the management of the three organisations rests with the Joint Chief Executive Officers of City of Exeter YMCA and YMCA Exeter Community Projects supported by the senior management team under a service level agreement between the respective organisations.

During the year the charity made payments to and received payments from City of Exeter YMCA and YMCA Centres (South Molton) for shared costs and services provided. These have been charged at costs, without allowing any discounts due to the connected nature of their relationship.

The Charity charges City of Exeter YMCA for the work carried out by the Joint Chief Executive Officer, volunteer coordinator, international volunteers and staff running the Horticulture Project. In addition, the Charity charges rental of office space and room. The total charges for the year amount to £70,320 (2023: £79,931). The Charity invoices YMCA Centres (South Molton) centre management fee for the running of the Centre, £54,948 (2023: £52,090).

The Charity is being charged by City of Exeter YMCA for services provided; management and administration, publicity and marketing, resources and communications support and staff supporting the Charity’s project. Other charges include office expenses and provision of accommodation for international volunteers. The charge for the year is £63,674 (2023: £63,343). The amount charged is at cost.

At the end of the year £2,158 (2023: £12,669 owed to) was owed by City of Exeter YMCA. An amount of £15,101 (2023: £15,325) was owed from YMCA Centres (South Molton) for funds received on its behalf.

36

YMCA Exeter Community Projects

Detailed Statement of Financial Activities for the Year Ended 31 March 2024

Total
Total
2024
2023
£
£
Income and Endowments from:
Donations and legacies (analysed below) 230,649
94,644
Charitable activities (analysed below) 278,015
290,203
Other trading activities (analysed below) 2,203
100
Investment income (analysed below) 100
63
Other income(analysed below) 74,273
71,415
Total income
585,240
456,425
Expenditure on:
Raising funds (analysed below) (52,679)
(50,451)
Charitable activities(analysed below) (475,224)
(449,764)
Total expenditure
(527,903)
(500,215)
Net income/(expenditure)
57,337
(43,790)
Net movement in funds
57,337
(43,790)
Reconciliation of funds
Total funds brought forward
114,923
158,713
Total funds carried forward
172,260
114,923

37

This page does not form part of the statutory financial statements

YMCA Exeter Community Projects

Detailed Statement of Financial Activities for the Year Ended 31 March 2024

Total Total
2024 2023
£ £
Donations and legacies
Donations and legacies 136,559 21,497
Revenue grants 94,090 69,647
Other income - 3,500
230,649 94,644
Charitable activities
Youth Work Delivery Contracts 227,015 249,203
Volunteer coordination and support 51,000 41,000
278,015 290,203
Other trading activities
Fundraisingincome 2,203 100
2,203 100
Investment income
Bank interest receivable 100 63
100 63
Other income
Office Rental - City of Exeter YMCA. 19,320 19,320
Lease Rental - City of Exeter YMCA. 5 5
Centre Management - YMCA Centres(South Molton) 54,948 52,090
74,273 71,415
Raising funds
Fundraising costs (2,657) (2,068)
Wages and salaries (43,542) (41,947)
Staff NIC (Employers) (3,430) (3,504)
Pension costs (3,050) (2,932)
(52,679) (50,451)
Charitable activities
Wages and salaries (290,287) (283,579)
Social security costs (16,866) (8,458)
Pension costs (20,229) (18,344)
Staff costs (28,595) (22,282)
Staff travel (1,552) (3,013)
Service user costs (5,619) (7,342)
Other operational costs - (153)

38

This page does not form part of the statutory financial statements

YMCA Exeter Community Projects

Detailed Statement of Financial Activities for the Year Ended 31 March 2024

Total
Total
2024
2023
£
£
Office expenses (9,124)
(1,587)
Computer costs (10,362)
(9,488)
Insurance (4,034)
(2,807)
Volunteer costs (739)
(462)
International volunteer costs (2,317)
(5,447)
Professional fees (1,359)
(1,520)
Repairs and maintenance (1,577)
(1,115)
Premises hire (7,248)
(9,646)
Rates, electricity and gas (8,864)
(6,168)
Independent examiners fees (3,465)
(3,366)
Board training and meetings (304)
(222)
Bank charges (281)
(150)
Affiliation fees (2,206)
(2,049)
Depreciation (6,581)
(4,498)
Payments to City of Exeter YMCA (50,234)
(58,068)
Fundraising&publicity (3,381)
-
(475,224)
(449,764)

39

This page does not form part of the statutory financial statements

40

This page does not form part of the statutory financial statements