PHOENIX COUNSELLING SERVICE
ANNUAL REPORT FOR 2023
On Behalf of the Board of Trustees
Phoenix Counselling Service is registered with the Charity Commission as a Charitable Incorporated Organisation (CIO). The Charity Registration Number is 1177399. During 2023 Phoenix Counselling Service has continued to carry out its charitable function of providing counselling for adults in Burntwood, Lichfield and the surrounding area who cannot access counselling via the NHS and cannot afford private counselling.
Alison and the support group of Pauline, Carole and Loran have had a successful year managing the service efficiently meeting regularly and communicating information and ideas to and from counsellors. Loran has been able to facilitate good communication and team work keeping morale high throughout the year . Trustees continue to hold regular meetings either by zoom or in person. Trustees have overseen the excellent and valuable work by counsellors and support team and are especially grateful to Alison for continued fund raising and management. We warmly welcome two new counsellors, Scott and Amii who joined during 2023.
Pauline and Carole have stepped down from their roles within Finance and Data, and we are delighted that they have now joined Trustees and thank them both for their conscientious work supporting Phoenix counselling . John has stepped down as Chair and taken on the Finance Role. Erica has now been appointed our new Chair of Trustees.
Fundraising is ongoing and remains very important to the charity, it continues to represent 70% of the income with 30% coming from client contributions.
On behalf of trustees I would like to thank every one for their commitment and dedication in making Phoenix the successful charity it is. We look forward to continuing our success during 2024.
In addition to the hard work we were also able to relax during a Christmas social event.
John Wharton - March 2024
Chair
Management
The majority of our clients are requesting face to face counselling with a small number preferring phone or zoom. The number of referrals during 2023 were 60 with 78 clients starting counselling and we delivered 609 counselling sessions.
| Annual Statstcs | 2023 | 202 2 |
2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|
| Number of appointments atended |
609 | 564 | 610 | 306 | 456 | 343 |
| Number of referrals | 60 | 64 | 51 | 62 | 101 | 107 |
| Number of people startng counselling |
78 | 51 | 46 | 77 | 85 | 57 |
| Number of people completed counselling |
80 | 44 | 64 | 59 | 78 | 49 |
| Number of people of the waitng list at the start of eachyear |
6 | 3 | 6 | 17 | 27 | 18 |
| Number of people on the waitng list at The end of eachyear |
12 | 14 | 9 | 1 | 17 | 27 |
Financial Summary
As a charity we rely heavily on fundraising via Trusts and Foundations, and this remains the main source of our income. Donations and contributions made by clients are also very welcome and important to us. Voluntary contributions from clients range from £1 - £25 per session with the majority contributing £10. More clients are contributing during 2023 compared with 2022.
The Audited Accounts will be circulated.
Fundraising
We are grateful for awards from Support Staffordshire , Albert Hunt Trust, Yapp Foundation, The Community Foundation and Lichfield District Council, Coalfields, Awards for All, Magic Little Grants and Whittington and Fisherwick Fund which in total amounted to £28,510.
Social Media
We now have a successful Facebook page and Instagram. We also continue to advertise within free publications.
Client Satisfaction Questionnaire
Our Client Satisfaction Questionnaire is now on Microsoft Forms, making it easier for clients to complete and return the questionnaire. Responses during 2023 indicate we are offering a first class and extremely valuable service.
Aims 2024
-
Continue to develop the service.
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Research all possible Fundraising avenues and build relationship with Trusts and the community.
-
Develop our website.
On behalf of everyone at Phoenix, I wouldl just like to say an enormous thank you to John for his hard work and dedication and support as Chair since the start of Phoenix in 2015. His huge contribution has been outstanding.
Alison Johnson Manager – March 2024
| PHOENIXCOUNSEWNGSERVICE | |||
|---|---|---|---|
| Incomeandexpenditurestatement2023 | 2023 | 2022 | |
| currentassets | |||
| cash | £0.00 | 0.00 | |
| Bank | £39,223.20 | 30598.25 | |
| Totalassets | £39,223.20 | 30598.25 | |
| Creditors | £0.00 | 0.00 | |
| NetAssets | £39,223.20 | 30598.25 | |
| Fundbrtfwd1/1/23 | £30,598.25 | #REF! | |
| cashbook totals | |||
| TotalIncome | £34,799.71 | 34319.50 | |
| Totalexpenditure | £26,174.76 | 20198.37 | |
| TotalIncomeover expenditure | £8,624.95 | 14121.13 | |
| Fundc/fwd 31/12/23 | £39,223.20 | 164n.22 | |
| Income | |||
| CounsellingSessions | £5,275.00 | 3650.00 | |
| Grants | £29,279.71 | 26810.50 | |
| Donations | £245.00 | 3859.00 | |
| Other | £0.00 | 0.00 | |
| Total | £34,799.71 | 34319.50 | |
| Expenditure | |||
| Counsellors | £14,956.66 | 11210.00 | |
| Management& WriteUpp | £10,432.58 | 8273.55 | |
| OtherAdmin& utility | £785.52 | 714.82 | |
| Total | £26,174.76 | 20198.37 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to th• trustees ChaTty f 4oEfvii ¥ Cojs tLL(plG Sé¢VICc On a¢nts for the year £1 DEC 2025 Charity no (rfany) 1177g97 Set out on pages I report to the trustees on my examination of the accounts of the above chanty (Ihe Tnrf) for the year ended 31 I i 21202 S. As the ¢hantys trustees, you are responsible for the preparation of the accounts in accordan with the requir of the Charities Act 2011 {Ihe Adl. Responsibilities and basis of report I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Art and in carying Out my examination, I have followed all the applicaNe Directions gFven by the Charity Commission under sedion 14515)(b) of the A(*. Indapendont examinerfs statement I have completed my examination. I confirm that no material matters have come to my attention in conneciion with the examination (¢th8Fth -disd9") which gives me cause to believe that in, any material the accounting records n(rt keFrt in accordance with section 130 of the Charities Act" or accounts did not accord with the accounting records., or the accourrts did rK)t compty with the applicable requirements conmIng the fom) arNJ content of accounts set out in the Charities (Accounts and Repts> Regulations 2008 other than any requirement that the accounts give a Irue and fairf view which is not a matter considered as part of an indépend examination. I have no COnmS arKI have come attoss no other matters in connection with the examination to which attention should be drawn in this report in cthr to enable a proper understaThJing of the accounts to be reached. . Please delete the wvrds in the brackets rfthey do not apply. 1310212023 Signed: f EN¢osr Relevant professional qualificationls) or boty IFA 2s+31 IER Oct 2018
(11 any): Add 20 Foo iA6£L6f RP SH£NsToTrJr kJ£i4- Section B Disclosure Only complete rf the examiner needs to highlight material matters of conrn (see CC32, Independent examination of chaiity a¢¢ounts.' directions and guwjance for examiners). Give hern brief detalls of any Items that the examiner wishes to disclose. IER Oct 2018
(If any): Addrms: 20 Foo iA6£L6Y RP SHsNsToTrJr kJSI£fr Section B Disclosure Only complete if the examiner needs to highlight material matters of conrn (see CC32, Independent examination of chaiity accounts.. directions and guidance for examiners). Give harn le1 detalb of any Items that tho examiner wishes to dixlose. IER Oct 2018