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2023-03-31-accounts

Cuppa Squad

Charity No. 1175348

Company No. CE011847

Trustees' Report and Unaudited Accounts

31 March 2023

Cuppa Squad Contents

Pages
Trustees' Annual Report 2 to 8
Independent Examiner's Report 9
Statement of Financial Activities 10
Summary Income and Expenditure Account 11
Balance Sheet 12
Notes to the Accounts 13 to 17
Detailed Statement of Financial Activities 18 to 19

Page 1

Cuppa Squad Trustees Annual Report

The trustees, who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the unaudited financial statements of the charity for the year ended 31 March 2023.

REFERENCE AND ADMINISTRATIVE DETAILS

Company No. CE011847

Charity No. 1175348

Registered Office

13 St Pauls Square Birmingham B3 1RB

Directors and Trustees

The Directors of the charitable company are its Trustees for the purposes of charity law.

The following Directors and Trustees served during the year:

C.J.R. Edwards M.D.S. Triggs K. Walker

Accountants

Spotlight Accounting Limited Molineux House 6a Market Place Shifnal TF11 9AZ

OBJECTIVES AND ACTIVITIES

Cuppa Squad is a Birmingham-based charity established in 2017, originally known as Steps to Your Healthy Future. It was set up to promote and preserve the good health of people suffering or at risk from long-term health conditions such as type-2 diabetes and pre-diabetes, by the provision of support and education.

Our Vision

“To live in a society where anyone can share a humble cuppa to combat isolation and learn more about their health.”

Our Mission

“We give everyone we meet a helping hand (and cuppa) to take the small steps that can make a massive difference to their health and their happiness.”

Our projects bring the community together in one place so they can share and support each other. We run peer-to-peer support groups that are online and face-to-face over a tea/coffee. We recognise some communities need support not only with a specific condition but the wider challenges such as isolation, self-belief and self-worth. We pride ourselves on listening to the feedback we receive, allowing us to innovate as we grow.

Page 2

Cuppa Squad Trustees Annual Report

ACHIEVEMENTS AND PERFORMANCE

Board of Trustees

This financial year has seen significant changes to the Board of Trustees with two Board members choosing to step down due to personal reasons. This gave the Board the opportunity to reflect and look at what key areas were needed to help drive the charity to the next level. It was agreed that we needed a new Treasurer to allow the current Treasurer to step into a more strategic role, support on governance and policy implementation, and deliver as a key influencer. We have been successful in recruiting to the former two positions and continue to make positive inroads in acquiring a new Treasurer. The Board is excited for the next stages of the charity’s evolution, while we continue to grow to deliver on increased staff and financial stability.

Our Growth

Cuppa Squad has seen significant growth during this financial year; not only financially, but also in its support group outreach, subsequent growing attendee numbers, and overall presence and recognition across Birmingham.

Cuppa Squad is now well known and supported across the city with support from Birmingham City Council, West Midlands NHS and Public Health along with many of the city’s organisations (otherwise called ‘Assets’). This laser focus and drive has put Cuppa Squad on the Birmingham map, allowing for significant impact to be achieved across a spectrum of communities over the past financial year (please see ‘Our Impact).

As the charity continues to grow, we have added additional support groups for people living with type 1 diabetes and parents of children living with type 1 diabetes. These groups are starting to gain traction and have received incredible feedback for their peer-to-peer support in removing levels of isolation. Each of these core groups has created its own identity, embellished with standalone branding to encourage a feeling of belonging.

Furthermore, the charity has warmly welcomed a number of volunteers to support Cuppa Squad with designated roles and responsibilities. Through the ‘LoveBrum’ volunteering initiative, we were excited to have found a book-keeper and another volunteer to help with basic admin. Additionally, we have two year 12 students from Lady Eleanor Holles School, volunteering for their Duke of Edinburgh Award. The young ladies have said “We feel this is a wonderful opportunity to deepen our understanding around diabetes and other related health issues. Furthermore, we’re hoping to gain practical experience in the fields of research and journalism skills, hence, partaking in this volunteering experience.”

Our Impact

Cuppa Squad’s impact has been significant this year with double the groups, and month-by-month growth in attendee numbers.

At the start of the financial year, Cuppa Squad set a goal of migrating from dependence on monthly online support groups (a symptom of the Covid pandemic) and begin to re-engage with local communities by re-establishing physical face-to-face groups. By March 2023, the charity hosted an average of 15 groups a month. This translated into a noticeable ratio of 1:4 online groups to face-to-face groups, highlighting total success in our stated goal.

Page 3

Cuppa Squad Trustees Annual Report

We divide our groups into: standalone monthly groups; those delivered in partnership with fellow stakeholders (eg Birmingham Mind & Creative Support); and Taster Sessions (first time sessions/ introductory sessions that ultimately establish interest and deliver repeat cyclical sessions moving forward). Delivering to established groups allowed Cuppa Squad to present to larger numbers more consistently. Based on content discussed and visual aids and handouts offered, we estimate that for every 1 person engaged in a support group, would then deliver a default advocacy role where the messaging would spread to a further two people, such as family, friends and carers.

These metrics do not include talks and presentations. For instance, Cuppa Squad delivered three lunchtime presentations to Birmingham City Council alone in the final quarter of the financial year, covering topics such as, “Hormones are the new calories;” and “Fat: Friend or Foe? Debunking the demonisation of fat.” Each presentation generated 55+ attendees, with strong promoter feedback, regarding interest in the topic; desire for additional presentations to be offered; and willingness to refer Cuppa Squad to other people.

We continue to grow our face-to-face groups (as opposed to online groups). On top of Yardley and Bridgnorth, we now offer a hybrid offering for the greater West Midlands with an online offering in the morning in conjunction with a follow-up physical meet-up group in Walsall in the afternoon. This caters for three of our older groups, thus allowing Cuppa Squad members to choose how and when they attend without missing out all together. As this broad cohort is aged 65+ with a range of contributing health conditions, this offers greater flexibility and consistency of support while they combat other health issues and medical appointments.

Our ‘Taster Sessions’ are bearing fruit as we have secured a consistent commitment to deliver monthly support groups within the Birmingham Mental Health & Wellbeing Hubs, and in some cases their accompanying annexes, with a view to grow further. This has allowed us to not only partner with valued partners and stakeholders within Birmingham but has subsequently allowed Cuppa Squad to increase our physical presence by +50% just in the first three months of 2023 alone.

We continue to partner with a range of Social Prescribers, Community Networking Support Officers, and Project Workers and Project Navigators, who feel secure in signposting patients to our services. We also receive referrals from existing Cuppa Squad members, such as spouses, family members, friends and colleagues. Referrals are either directly introduced to us by attending our groups alongside existing Cuppa Squad members, or we contact them by phone to make introductions and benchmark where and if we can support them. Any achieved interactions are fed back to their relevant Social Prescriber for their logged records.

In quarter 4 (January – March 2023) we accepted 23 predominantly Social Prescriber referrals in addition to self-referrals, all of whom had been directly contacted by Cuppa Squad, by phone, text, email or a mixture. That’s an increase of +13% against quarter 3’s referral rate. Throughout the financial year, Cuppa Squad has gained a steady and positive increase in referrals quarter-on-quarter. These referrals have addressed concerns relating to all variants of diabetes: pre-diabetes, type 2 and type 1 conditions.

Page 4

Cuppa Squad Trustees Annual Report

As we continue to delve deeper into our local communities, we have now built a robust network that allows Cuppa Squad to confidently signpost fellow Assets (voluntary organisations, charities, services) in delivering valuable connections that can embellish their own services while building enriching relationships with Cuppa Squad as a go-to offering for support and guidance.

At the start of the year, Cuppa Squad set a stretch goal of reaching 300 sign-ups to our free bi-monthly e-bulletin. By the year end, we had secured 351 subscribers and growing.

Our Feedback

Below is a sample of some of the testimonials we have received in 2023 alone:

"Great to meet you yesterday! Thank you for spending the time to share this wonderful work with me.” Rachel Robinson, Executive Director of Public Health, Shropshire Council

"The benefits of having [Cuppa Squad] there at ‘Friendship Club’ is that the service users are able to learn better when they're well nourished; and eating healthy meals has been linked to ordering less takeaways for an individual in that session. "

Harnam Surdhar, Recovery & Employment Navigator, Birmingham Mind

"I just wanted to thank you for kindly supporting our event this morning. We received such positive feedback from the patients who attended so thank you for your contribution. I am looking forward to us working together to ensure more regular diabetes events take place in Solihull."

Jill Bonehill, Senior Social Prescriber, Citizens Advice Solihull Borough

“We have been very fortunate to have Michael from Cuppa Squad come and discuss various health topics in our men’s group [Beechcroft, Erdington] and also our women's group in Kingstanding, the discussions have benefitted the service users and raised more awareness of symptoms and signs of health conditions such as diabetes, Michael has adapted his presentations for the needs of the service users and made it easy for them to understand and also is very approachable for service users to ask any questions. We are glad that we have been able to book Cuppa Squad to attend regularly to our groups as we are always having new service users attending.”

Shazeana Ahmed, Erdington Hub Team leader, Birmingham Mind.

"I can testify that Cuppa Squad is a needed and informative charity. We have been lucky enough to have Michael McEntee running sessions on the first Friday of every month. This has been invaluable. We constantly have a full group, and the service users at Birmingham Mind’s Handsworth Hub look forward to the informative and interactive sessions. Many of the attendees are diabetic or pre-diabetic and the feedback is exceptionally good. They feel since meeting Michael they have better knowledge and understanding around diabetes. They also enjoy the relaxed social element of the group. I have found Michael to be professional and engaging. And I believe having Cuppa Squad delivering these sessions has had a positive and beneficial outcome for all who attend."

David Trezise Handsworth Hub Team leader, Birmingham Mind.

Page 5

Cuppa Squad Trustees Annual Report

"Cuppa Squad is a fantastic resource for me as a social prescriber. I get referrals weekly for people who need support with their diabetes, and most are happy to receive a call from Michael to give them information and to tell them more about the drop-in. The people I have referred who have attended come back to me and feed back that the experience has been very positive for them. I am fully confident in referring people to this service knowing that they will benefit greatly from it."

Annie Langrick – Social Prescribing Link Worker, The Active Wellbeing Centre

“Your service has been invaluable for me as a social prescriber as I have struggled in the past with knowing where to signpost patients to and I know I have referred a lot. I am also happy to have been able to link you in with other local facilities.”

Sharon Mullard, Social Prescribing Link Worker, The Active Wellbeing Society.

"I am emailing in regards to Cuppa Squad and their fantastic support services they provide to adults with managing diabetes."

Russell Philips, Public Health Senior Programme Officer, Public Health Division, BCC

"Thank you for the call today I really appreciated it. The tips & suggestions on how to manage blood spikes are useful & I will try out. In fact, it has encouraged me to make an appointment with my diabetes nurse for a much-needed review, and hopefully this will be my trigger to get me back on track with looking after myself properly."

Fatima Baugh, Type 2 diabetes

“I enjoy our monthly meetings with Michael & Kate. As a diabetic I find the advice, knowledge & support given helps with keeping on top of my condition. I’ve been coming to the meetings for nearly one year. Michael & Kate always bring positivity to the sessions, along with the willingness to help & support those who come to join. There is plenty of advice & tips about how to manage the condition & how to make better dietary choices that will also help in losing weight. I look forward to continuing with the meetings & look forward to the support of Michael & Kate. So, I would recommend anyone to come along & join the group & take a positive look about how to live with diabetes with the help & support of Cuppa Squad.” Andy Field, Type 2 diabetes

“Many thanks for the information you sent. The facts concerning the diabetes food intake, sugar spike timing and its beneficial effect on the body are most helpful. I and probably many other people were not aware of these important facts. We might have carried on doing the wrong things that would have impacted our health forever. I am surprised that nobody made us aware of this valuable information in all this time. Most grateful for the lifesaving help.”

Ranajit Chaudhuri, Type 2 diabetes

Page 6

Cuppa Squad Trustees Annual Report

Thanks you to our funders

It goes without saying, all of this would simply not be possible without the financial support and support-in-kind that we have received this year:

Acknowledgements

As the Chair, I am incredibly humbled by what has been achieved this year. Despite the significant Board changes and financial challenges Cuppa Squad has experienced, the charity has grown into a recognised and respected presence across Birmingham and the West Midlands. I would like to offer a personal note of thanks to the charity’s CEO, Michael, for his continued passion, drive and commitment towards the charity. Testament to this hard work has been the measured growth of presence and influence within the locality, alongside the measured outcomes within those communities. I would also like to thank the Trustees and staff who have now moved on, for their support and help in directing the charity, thank you Tim, Janet and Sue. Finally, thank you to Caroline, Mark and Donna for their continued commitment and dedication to our worthy cause.

FINANCIAL REVIEW

The charity faced its challenging financial position head-on, and through grit and determination Cuppa Squad has turned this around and secured a number of significant grants and funding streams to allow the charity to rebound towards a stable position with six months’ running costs in the bank.

There were no loans outstanding to Trustees at the year end.

Page 7

Cuppa Squad Trustees Annual Report

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

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

Management

Cuppa Squad is a small charity that includes one full time employee. Trustee recruitment is managed through our Trustee Recruitment Policy.

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

The above report has been prepared in accordance with the provisions applicable to companies subject to the small companies regime as set out in Part 15 of the Companies Act 2006 and in accordance with the Charities SORP (FRS 102).

Signed on behalf of the board

M.D.S. Triggs

Trustee

10 May 2023

11 May 2023

Page 8

Cuppa Squad Independent Examiners Report

Independent Examiner's Report to the trustees of Cuppa Squad

I report to the charity trustees on my examination of the financial statements of Cuppa Squad for the year ended 31 March 2023 which comprise the Statement of Financial Activities, the Summary Income and Expenditure Account, the Balance Sheet and the related notes.

Responsibilities and basis of report

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

Having satisfied myself that the financial statements of the charity 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 financial statements 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 can confirm that no material matters have come to my attention in connection with the examination giving 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 financial statements to be reached.

Spotlight Accounting Limited ICAEW Spotlight Accounting Limited Molineux House 6a Market Place Shifnal TF11 9AZ 10 May 2023

Page 9

Cuppa Squad Statement of Financial Activities

for the year ended 31 March 2023

Notes
Income and endowments
from:
Donations and legacies
4
Investments
5
Total
Expenditure on:
Hypo Boxes
6
Charitable activities
7
Total
Net gains on investments
Net income/(expenditure)
Transfers between funds
Net income/(expenditure)
before other gains/(losses)
Other gains and losses
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Total funds carried forward		 Unrestricted
funds
2023
£
7,235
-		 Restricted
funds
2023
£
53,908
-		 Total funds
2023
£
61,143
-		 Total funds
2022
£
25,844
1
7,235
-
7,773		 53,908
136
32,898		 61,143
136
40,671		 25,845
305
44,705
7,773
-		 33,034
-		 40,807
-		 45,010
-
(538)
-		 20,874
-		 20,336
-		 (19,165)
-
(538) 20,874 20,336 (19,165)
(538)
713		 20,874
85		 20,336
798		 (19,165)
19,963
175 20,959 21,134 798

Page 10

Cuppa Squad Summary Income and Expenditure Account

for the year ended 31 March 2023

Income
Interest and investment income
Gross income for the year
Expenditure
Interest payable
Total expenditure for the year
Net income/(expenditure) before tax
for the year
Net income /(expenditure )for the year		 2023
£
61,143
-
61,143
40,785
22
40,807
20,336
20,336		 2022
£
25,844
1
25,845
45,003
7
45,010
(19,165)
(19,165)

Page 11

Cuppa Squad Balance Sheet

at 31 March 2023

Company No.
CE011847
Notes
2023
£
Current assets
Stocks
9
215
Debtors
10
443
Cash at bank and in hand
21,671
22,329
Creditors:Amount falling due within one year
11
(1,195)
Net current assets
21,134
Total assets less current liabilities
21,134
Net assets excluding pension asset or liability
21,134
Total net assets
21,134
The funds of the charity
Restricted funds
12
Restricted income funds
20,959
20,959
Unrestricted funds
12
General funds
175
175
Reserves
12
Total funds
21,134		 2022
£
-
443
988
1,431
(633)
798
798
798
798
85
85
713
713
798

These accounts have been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

For the year ended 31 March 2023 the company was entitled to exemption under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of accounts.

Approved by the board on 10 May 2023

And signed on its behalf by:

K. Walker

11 May 2023

Trustee

10 May 2023

Page 12

Cuppa Squad Notes to the Accounts

for the year ended 31 March 2023

Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Change in basis of accounting or to previous accounts

There has been no change to the accounting policies (valuation rules and method of accounting) since last year and no changes have been made to accounts for previous years.

Fund accounting

Income

Expenditure

Taxation

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

Page 13

Cuppa Squad Notes to the Accounts

Stocks

Stock is included at the lower of cost or net realisable value. Donated items of stock are recognised at fair value which is the amount the charity would have been willing to pay for the items on the open market.

Pension costs

The charity operates a defined contribution plan for its employees. A defined contribution plan is a pension plan under which the company pays fixed contributions into a separate entity. Once the contributions have been paid the company has no further payments obligations. The contributions are recognised as expenses when they fall due. Amounts not paid are shown in accruals in the balance sheet. The assets of the plan are held separately from the company in independently administered funds.

2 Company status

The company is a private company limited by guarantee and consequently does not have share capital.

3 Statement of Financial Activities - prior year

3
Statement of Financial Activities - prior year
Income and endowments from:
Donations and legacies
Investments
Total
Expenditure on:
Charitable activities
Other
Total
Net income
Net income before other
gains/(losses)
Other gains and losses:
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Total funds carried forward		 Unrestricted
funds
2022
£
1,124
1
1,125
-
10,937
10,937
(9,812)
(9,812)
(9,812)
10,525
713		 Restricted
funds
2022
£
24,720
-
24,720
305
33,768
34,073
(9,353)
(9,353)
(9,353)
9,438
85		 Total funds
2022
£
25,844
1
25,845
305
44,705
45,010
(19,165)
(19,165)
(19,165)
19,963
798

Page 14

Cuppa Squad

Notes to the Accounts

4 Income from donations and legacies

Donations
Grants
5
Income from investments
6
Expenditure on charitable activities
Expenditure on charitable
activities
Hypo boxes
Governance costs
7
Other expenditure
Bank loan and overdraft
interest payable
Employee costs
General administrative costs
Legal and professional costs
8
Staff costs
Salaries and wages
Pension costs		 Unrestricted
£
786
6,449
7,235
Unrestricted
£
-
6,481
888
404
7,773		 Restricted
£
-
53,908
53,908
Restricted
£
136
136
Restricted
£
22
25,921
5,277
1,678
32,898
2023
31,713
689
32,402		 Total
2023
£
786
60,357
61,143
Total
2023
£
-
-
Total
2023
£
136
136
Total
2023
£
22
32,402
6,165
2,082
40,671		 Total
2022
£
624
25,220
25,844
Total
2022
£
1
1
Total
2022
£
305
305
Total
2022
£
7
35,168
7,538
1,992
44,705
2022
34,500
668
35,168

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

Page 15

Cuppa Squad Notes to the Accounts

9 Stocks

Raw materials and consumables
10 Debtors
Prepayments and accrued income
11 Creditors:
amounts falling due within one year
Other taxes and social security
12 Movement in funds
Restricted funds:
Restricted income funds:
Total
Unrestricted funds:
General funds
Total funds
13 Analysis of net assets between funds
Net current assets		 At 1 April
2022
85
85
713
798		 2023
£
215
215
2023
£
443
443
2023
£
1,195
1,195
Incoming
resources
including
other
gains/losses
£
53,908
53,908
7,235
61,143
Unrestricted
funds
£
20,422
20,422		 Resources
expended
£
(33,034)
(33,034)
(7,773)
(40,807)
Restricted
funds
£
712
712		 2022
£
-
-
2022
£
443
443
2022
£
633
633
At 31
March
2023
£
20,959
20,959
175
21,134
Total
£
21,134
21,134

Page 16

Cuppa Squad Notes to the Accounts

14 Reconciliation of net debt

14 Reconciliation of net debt
Cash and cash equivalents
Net debt		 At 1 April
2022
£		 Cash flows
£		 At 31
March
2023
£
988 20,683 21,671
988
988		 20,683
20,683		 21,671
21,671
15 Commitments
Pension commitments
The pension cost charge to the company
amounted to:		 2023
£
689		 2022
£
668

Page 17

Cuppa Squad Detailed Statement of Financial Activities

for the year ended 31 March 2023

Income and endowments from:
Donations and legacies
Donations
Grants
Investments
Total income and endowments
Expenditure on:
Charitable activities
Hypo boxes
Total of expenditure on charitable
activities
Other expenditure
Bank loan and overdraft interest
payable
Employee costs
Wages
Pension costs
General administrative costs
Bank charges
Advertising & Marketing
Travel
General insurances
Consulting
Postage and couriers
Software, IT support and related
costs
Meeting costs
Subscriptions
Sundry expenses
Telephone & internet
Legal and professional costs		 Unrestricted
funds
2023
£
786
6,449
7,235
-
-
7,235
-
-
-
-
-
6,343
138
6,481
8
-
-
411
-
23
217
101
55
72
-
888		 Restricted
funds
2023
£
-
53,908
53,908
-
-
53,908
136
136
136
22
22
25,370
551
25,921
-
442
12
-
4,200
-
-
236
129
-
258
5,277		 Total funds
2023
£
786
60,357
61,143
-
-
61,143
136
136
136
22
22
31,713
689
32,402
8
442
12
411
4,200
23
217
337
184
72
258
6,165		 Total funds
2022
£
624
25,220
25,844
1
1
25,845
305
305
305
7
7
34,500
668
35,168
-
1,343
-
334
4,400
9
862
321
-
76
193
7,538

Page 18

Cuppa Squad

Detailed Statement of Financial Activities

Cuppa Squad
Detailed Statement of Financial Activities
Accountancy and bookkeeping
Legal expenses
Total of expenditure of other costs
Total expenditure
Net gains on investments
Net income/(expenditure)
Net income/(expenditure) before
other gains/(losses)
Other Gains
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Total funds carried forward		 404
-
404
7,773
7,773
-
(538)
(538)
-
(538)
713
175		 1,616
62
1,678
32,898
33,034
-
20,874
20,874
-
20,874
85
20,959		 2,020
62
2,082
40,671
40,807
-
20,336
20,336
-
20,336
798
21,134		 1,992
-
1,992
44,705
45,010
-
(19,165)
(19,165)
-
(19,165)
19,963
798

Page 19