CHARITY REGISTRATION NUMBER: 1177169 Involve - Voluntary Action in Mid Devon Charitable Incorporated Organisation Unaudited Financial Statements 31 March 2021 Involve - Voluntary Action in Mid Devon Charitable Incorporated Organisation Financial Statements Year ended 31 March 2021 Page Trustees, annual report Independent examiner's report to the trustees statement of financial activities (including income and expenditure account) Statement of financial position Notes to the financial ststements Involve - Voluntary Action in Mid Devon Charitable Incorporated Organisation Trustees. Annual Report Year ended 31 March 2021 The trustees present their report with the financial statements of the charty for the year ended 31 March 2021. The Iruslees have adopted the provi5ion5 of Accounting and Reporb"ng by Charits"es.' Stslement of Recommended Pra¢b"¢e applicable lo charities preparing their accounts in accordance with the Financial Reporting Standard ap￿1¢able in the UK an(1 Republic of Ireland IFRS1021. Referèncè ind admlnlstratlve details R•glst•red charlty nam• Invofve- Voluntary Ath"on in Mid Devon Charity rngistration numbor 1177169 Principal offlce and rngisterod Sunningmead offico Lazenby Road Tiverton Devon EX16 4AL The trustees P Wlliams D Knoyles N Summers F Let¢h F Cotthorpe Resigned October 2021 Appointed July 2021 Ind6￿ndtnt txamln•r S J Camnglon FCA Thomas Weslcott Timberfy South Street Axminster Devon EX13 SAD structurni go¥emanc• and managomenl The Chanty is controlled by rts conslilution, and consts"lutes a Charrtable Incorporated organisat￿n. Trustees are appointed via a vote from the ￿rrent trustees with new trustees given adequate training to meet the requirements of the Charty- Risk management Risks lo which the chanty is exposen and appraisal lo ensure consislenl qualrty of delivery of all operational aspects Qf the ¢harrty. Involve - Voluntary Action in Mid Devon Charitable Incorporated Organisation Trustees. Annual Report (conlinue Year ended 31 March 2021 Objectives and activities To support the effiaency and effeth"vene55 arKI the effectNe use of charrtable resource5 of third sector organisations in Mid Devon by". 1. Providing support to assist in their good goveman¢e. 2. Building their capacity through support. advice and informatM)n services. 3. Liaising with and co-ordinating them to provide charitable services lo improve the lives of the crtyzens In Mid Devon. 4. Facililaling co-operation and partnerships to promote their services by bringing them together with public agencies and statutory authorities in Mid Devon. 5. Identifying gaps in charitable services and supporting them to fill those gaps. 6. Providing advocacy for them and their ultimate beneficiaries, particulady with regard lo having their views heard by policy makers, service providers and lunders. 7. Maintaining a database of their services and projects which benefit people in Mid Devon. In these objects the followng definitions apply.. al "Third sector organisations means charities, voluntary organisations and social enterprises. bl "Charities" are organisations which are established for exclusively charitable purposes in accordance wlh the law of England and Wales. Stratsglc report The following sections for achievements and performance and financial review fom the strategic report of the ¢harty. Achl•vemont# and porformancè The pandemic affected our ability lo provide a number of our services. Stsff swtched to working from home relatively seamlessly and we held netsvorking events virtually and maintsined contact with organisations and services in Mid Devon as ¥%EII as providing assistance wth COVID helpline for the district council. We continued to Provide acce5S to on line volunteer brokerage $y$lem wth 55 local volunteering opportunf(ie$ available Maintain contscl wlh 456 organisalions and projects based in. or tjelivering services lo Mid Devon and offered opportunities for engagement and participation to 63 groups Work with 34 organisations providing capacty building support on a one to one basis. Provided learning opportunities on a one to many basis to 10 group5 and 15 individuals Offered Information and networking opportunities on 4 occasions virtually. Continued to facilitate mulliagen¢y heatth and wellbeing forums In Tiverton, Cullompton and Crediton virtually. Produced newsletters and electronic bulktins in partnership with Devon Voluntary Action and distributed 12 local funding news bulletins 155ued guidance lo local COVID response gToups and supported them with DBS checks and maintained listings of services still running through the pandemic Continued projects lo support the heahh and wellbeing of individuab in C￿drton and Cullompton ￿rith grant agreements with the local Primary Care Nets¥orks. Provided support to Communrty Health and Social Care team representatives Recrurted a community building for Cullomplon. Involve - Voluntary Action in Mid Devon Charitable Incorporated Organisation Trustees, Annual Report (thithiu¥d) Year ended 31 March 2021 Devon Peo le First Involve continued lo host Devon People First. a 3empindeperKlenl peer advocacy group for people with learning difficulties managed by a board of representative, a member of whom 15 a trustee of Involve. Devon People first provides.. Individual advocacy. The Servi￿ is provided by a peer advocate following an intemational model of working Victim Suppc*rt. funded Ihrovgh the Police and Crime Commissioner supports those have been a victim of crime. 11 individuals have been supported this year. Service User Engagement,. facilitating and enabling participation in a range of partnership meelin9S ¢￿¢ydinaIed by Devon County Council. This financial year we undertook a project to set up Friendship Groups across Mid Devon which ron successfully virtually in three locations wrth 36 people participating on a regular basis. Cits'zenship Project funding from Devon County Council. Flnanclal r•vl•w Total income for the year was £98,28512020'. £135,842) totsl expenditure for the year of £84,668 12020.. £116,427) resultsng in a net surplus of £13.61712020.' £19,415). Ro88rv•s polScy The Trustees are satisfied that the level of reserves as shown on the balance sheet are adequate lo cover known and anlicipaled costs in the short tem). Re$erve$ will be kept to cover mandatory redundancy payments for staff and funds required lo cover long term agreements. Publlc beneflt In planning our activities for the year we have kept in mind the Charity Commission guidance on public benefit. The trustees. annual report and the strategic report were approved on on behalt of the board of trustees by.. ..1.41.112Q22...... and signed Zf I k),Il, P Williams Trustee Involve - Voluntary Action in Mid Devon Charitable Incorporated Organisation Independent Examinerfs Report to the Trustees of Involve- Voluntary Action in Mid Devon Year ended 31 March 2021 I report to the Iruslees on my examination of the financial statements of Involve - Voluntsry Action in Mid Oevon I'the charrty'l for the year ended 31 March 2021. Responsibilities and basis of report As the trustees of the company land also its directors for the purposes of Company lawl you are responsible for the preparation of the financial stslements in accordance wrth the requirements ol the Companies Act 2008 (Ihe 2006 Act'i- 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 the charity's accounts as carried out under secbon 145 of the Chanties Act 2011 I'lhe 2011 Acl'l. In carrying out my examination I have folk)wed the Dire¢tsons given by the Charrty Commission under section 1451511bl of the 2011 Act. IndgP9ndent exomlnerf¥ $tstsment I have completed my examination. I Conffi￿ that no matters have come to my attention in connection with the examinatson giving me cause to believe". accounting records were not kept in respect of the charity as required by section 386 of the 2006 Act., or the financial ststements do not accord with those records.. or the financial slalements 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 fairf view which is not a matter considered as part of an independent examination.. or the financial statements have not been prepared in a¢￿dance wth the methods and principles of ihe Statement of Recommended Practjce for accounting and reporting by charities applicable lo charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021. Involve - Voluntary Action in Mid Devon Charitable Incorporated Organisation Independent Examinerfs Report to the Trustees of Involve- Voluntary Action in Mid Devon (¢onlinued? Year ended 31 March 2021 I have no concems and have come across other matters in connection with the examinab'on to which attention should be drawn in this report in order to enable a proper understanding ol the accounts to be reached. S J Carrington FCA Independent Examiner For and on behalf of Thomas Weslcott Chartered Accountants Timbedy South Street Axminster Devon EX13 SAD 2510112022 Involve - Voluntary Action in Mid Devon Charitable Incorporated Organisation Statement of Financial Activities (including income and expenditure account) Year ended 31 March 2021 2021 Restricted nds Total funds 2020 Unreslricled funds Total fvnds Nots Incomo and endosyinents Charrtable activities Investment income 38.399 59.842 98,241 44 135.773 69 Total income 38.443 59,842 98,285 135,842 Expenditurn Expenditure on charitable activities 16.607 68,061 84,668 116,427 Total expgnditurn 16.607 68.061 84,668 116,427 Net Incomo 21.836 18.2191 13,617 19,415 Transfers betsveen lunds 615 16151 Net mov8m•nl In fund$ 22.451 18.8341 13.617 19.415 Roconclllation of funds Total funds brought forward Totsl funds ¢arrl•d forward 21,966 70,356 92,322 72,907 44.417 61.522 105,939 92.322 The slalement of financial aclivilies includes all gains and losses recognised in Ihe year. All income and expenditure derive from continuing acts'vfaes. The note8 on page8 8 to 14 forn) part of these financial Statements. Involve - Voluntary Action in Mid Devon Charitable Incorporated Organisation Statement of Financial Position 31 March 2021 2021 2020 Nots Current a$s•ts Debtors Cash at bank and in hand 13 2.970 111.136 8.553 88,174 114,106 96,727 Crodltors.. amounts falllng du• Y4ithin onè year Net current assets 14 8,167 4,405 105,939 92.322 Total *$sèts less Curront Il*bllltlo8 105,939 92.322 Nèt a$$•ts 105,939 92.322 Funds of th8 charity Restricted funds Unrestricted funds 61,522 44,417 70,356 21,966 Total ch*rlty funds 15 105,939 92.322 'Ylf15¥2 ncial slalemenls were approved by the board of trustees and aulhorised for issue on and are signed on behalf of Ihe board by.. P Williams Trustee The note8 on page8 8 to 14 forn) part of these financial Statements. Involve - Voluntary Action in Mid Devon Charitable Incorporated Organisation Notes to the Financial Statements Year ended 31 March 2021 General information The charty is a public benefit enlrty and a charrtable incorForated organisalion, registered in England and Wales and a registered charity in England and Wales. The addre$$ of the registered office is Sunningmead, Lazenby Road, Tiverton, Devon. EX16 4AL. statement of compliance These financial slalemenls have been prepared in compliance wlh FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of I￿land,. the Slalemenl of Recommended Pradice applicable to ¢harrtie$ preparing their a¢¢ounls in a￿Ordance wth the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 (Charities SORP IFRS 10211 and the Companies Act 2006. Accoun￿n9 poll¢ieJ Ba$18 ol pr•paratlon The financial statements have been prepared on the historical cost basis, as modffied by the revaluation of certain financial assets and liabilitses ar￿ investment properties measured at fair value through income or expenditure. The financial statements are prepared in sleding. which is the functional currency of the entity. Golng concern There are no material uncertainties about the charity's abilty lo continue. Judgoments and key sources of estlmatlon uncfrrtalnty The preparation of the finanual slalements requires management lo make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and a￿ based on experience and other factors. including expectations of future events that are believed to be reasonable under the circumstances. Fund *¢¢ounting Unrestricted fvnds are available for use at the discretK)n of the trustees to further any of the charity's purposes. Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment. Restricted funds a￿ subjected to restn"ctions M their expenditure dedared by the donor or through the terms of an appeal. and fall into one of tsvo sub-classes". ￿$In¢led income funds or endo¥Mnent lunds. Involve - Voluntary Action in Mid Devon Charitable Incorporated Organisation Notes to the Financial Statements (continuedl Year ended 31 March 2021 Accounting policies (¢{￿11￿￿0￿) Incoming resources All incoming resources are included in the statement of financial activities when entitlement has passed to the charity,. it is probable that the economic benefrts associated with the transaction will flow to the charty and the amount can be reliably measured. The following specrfic policies are applied lo particular categories of income.. income from donations or grants is recognised when there is evidence of entillemenl to the gift. re¢eipl is probable an¢J its amount can be measure¢J reliably. legacy income is recognised when receipt is pr¢)bable and enlitlemenl is estsblished. income from donated goods is measured at the fair value of the goods unless this is impractical lo measure reliably. in vthich case Ihe value is derived from the cost lo the donor or the eslimale