Charity Number 1177601 Senior Solutions Financial statements For the year ended 31 March 2022 Contents Charity Info 2 Chairs Report 3 Independent Examiners report 5 Financial report 6 |Chairman|Ronald Bell OBE| |---|---| |Treasurer|Mark Preston ACMA| |Secretary|Susan Phillips| |Trustees|Frances Settle| ||Anne Burns| ||Louise McDade| ||David Chadwick| |Service Address|Winifred Kettle C C C| ||Washacre| ||Westhoughton| ||BOLTON| ||BL5 2NG| ## **Chair’s Report 2021-22** 2022 has been a year for special anniversaries lead by our Queen who has been on the throne for an amazing 70 years. As a charity, we’re a bit younger but we put service first too. A group of local people realised that there were many isolated people in the town and wanted to do something to help them. In 1997, they set up a charity called Westhoughton Visiting Service and started to recruit volunteers to visit people in their homes. They soon found that more was needed. Regular meetings for coffee became a lunch club and much more followed. As the years have gone by, the activities and the geographical area covered have widened. In recognition of this, we decided to change our name to Senior Solutions in 2013. Our service expanded and became even more appreciated and in June 2019 it was announced that we had received the Queen’s Award for Voluntary Service. In August that year, I had the honour of leading a team of 10 of us at a ceremony where the Lord Lieutenant made the presentation on behalf of ## the Queen. The last 2 or 3 years have presented special challenges to everyone but none more so than those who live alone or care for the isolated and the elderly. Our staff and volunteers demonstrated why we’d been recognised by the Queen. They fully lived up to those challenges becoming even more of a human lifeline to so many in the community with everything from telephone contact to delivering food and other vital supplies Gradually, we emerged from lock down as social distancing rules were relaxed and venues became available but, as we expected, things were different. One thing didn’t change, the growing need for our services. Your trustees have consistently been looking ahead with Michelle and her team to see how Senior Solutions could continue to offer the best service to the isolated in our ## community As a result of our social media and other efforts, we continue to receive new referrals and some very welcome new offers of voluntary support from across our wider area including Horwich. Once again we are demonstrating our ability to gain new volunteers. If you are one of them, may I offer you a warm welcome. Annual meetings and reports are an opportunity to review the highlights, take a little time to congratulate ourselves on our achievements and thank everyone who has contributed. To Bolton Borough Council (and their tax payers) our thanks. Your grant is a vital part of our funding and enables us to help you meet the needs we all know exist in the community. It’s great value too! To the staff and students of Westhoughton High School, thank you for the way you brightened the lives of so many of our clients (and volunteers) in the past. We look forward to a full resumption of that activity to the benefit of both of us. To Bolton CVS, we appreciate your valuable support and training. To everyone who has supported us in any way, grateful thanks. We had some changes in our staff as first Julie and then Becky left. They were replaced by Kirstie and Kath who joined us in early 2022 and rapidly proved their worth at an extremely busy time. Our scheme manager Michelle and her new team, Kirstie and Kath, have consistently worked hard together to continue the success of our growing charity. We’ve also had the valuable support of our Bolton CVS apprentice, Khadija. On behalf of our trustees, a personal thanks to them for all they do. Many thanks too to my fellow trustees. I never forget that they are volunteers who give invaluable service. I continue to be proud of chairing Senior Solutions with its great team of volunteers, trustees and staff. We all look forward to serving our community for another year. No doubt it will be challenging but I predict it will also bring excitement and success. Ronald Bell ## **Independent Examiner’s report to the trustees of Senior Solutions** I have reviewed the accounts for the year ended 31 March 2022 set out on the following pages ## **Respective responsibilities of trustees and examiner** The charity’s trustees consider that an audit is not required for this year under section 43(2) of the charities Act 1993 and that an independent examination is needed. It is my responsibility to: 1. Examine the accounts ( under section 43 of the Act) 2. To follow the procedures laid down in the general directions given by the charities Commission (under section 43 (7)(b) of the Act), and to state whether particular matters have come to our attention. ## **Independent examiner’s statement** In the course of my examination, no matter has come to my attention 1. Which gives me reasonable cause to believe that in , any material respect, the requirements to keep accounting records in accordance with section 41 of the Act, and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 1993 Act; have not be met; or 2. To which, in my opinion , attention should be drawn in order to enable a proper understanding of the accounts to be reached ## R Eastwood Ruth Eastwood BA Hons ## **Senior Solutions Financial Statement as at 31 March 2022** |**Receipts**
Grants|**Unrestricted**
**Funds**
40000|**Unrestricted**
**Funds**
40000|**Designated**
**Funds**|**Designated**
**Funds**|**Restricted**
**Funds**|**Restricted**
**Funds**|**Total**
**Funds**
40000|**Last**
**Year**
62500| |---|---|---|---|---|---|---|---|---| |||||||||| |Fund Raising & Donations||8881|||||8881|14879| |Activities||||||||0| |Investment Income||25|||||25|68| |||||||||| |**Total Receipts**||**48907**|||||**48907**|**77447**| |**Payments**
Wages
Insurance
Expenses||39070
704
1764||||20000|56545
946
1742|56545
946
1742| |Office Expenses||3435||||||5232| |||||||||| |**Total Payments**||**44973**||||**20000**|**64973**|**64465**| |||||||||| |Net Receipts / Payments
Transfer Between Funds
Cash funds last year||**3934**
42244||83187||**-20000**
20000
|**-16066**
145431|**12982**| |||||||||| |||||||||| |Cash Funds this year end||**46178**||**83187**||**0**
|**129365**|| |||||||||| |Current Account
Savings Account
Term account|||||||32998
19465
76901|| ||||||||**129365**|| Notes to the accounts ## Restricted Reserve This reserve relates to funds received from the Bolton fund to expand the service into Horwich and surrounding areas. Designated Reserves The designated fund is to cover the costs of closure of the charity and funding for the staff for 12 months should the future funding of the charity (in these uncertain times) make the continuing operation of the charity unviable. The funds will allow for a controlled wind down of the charity. ## Unrestricted Reserves These are free funds that the charity has at its disposal. The charity is looking at a number of options for the future, but should future funding fall these reserves will need to be drawn upon