# **ANNUAL REPORTS AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MARCH 2026** ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) **CHARITY REGISTRATION No: 1184832** Castle View Accounting Ltd Ground Floor Offices 53 High Street Arundel West Sussex BN18 9AJ ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) ## **CONTENTS** |Page 3|Legal and Administrative Information| |---|---| |Pages 4 to 5|Trustees' Report| |Page 6|Statement of Financial Activities| |Page 7|Balance Sheet| |Pages 8 to 13|Notes to the Financial Statements| |Page 14|Independent Examiner's Report| 2 ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) ## **LEGAL AND ADMINISTRATIVE INFORMATION** **CHARITY NUMBER** 1184832 **DATE OF REGISTRATION** 9th August 2019 **START OF FINANCIAL YEAR** 1st April 2025 **END OF FINANCIAL YEAR** 31st March 2026 **TRUSTEES AT 31ST MARCH 2026** Lucinda Kopala Dr Jonathan Mutch Dr Jeremy Sizer Dr Layla Ettinghausen Dr Natasha Binnie Matthew Betts Louisa Pau Iain Shoolbred Aalia Walker Darren Lunz Bjorn Ovar Johansson Dr Meenal Galal (Resigned 15th November 2025) Nicholas Stevens (Resigned 15th November 2025) **LEGAL STATUS** Charitable Incorporated Organisation **GOVERNING INSTRUMENT** CIO - Foundation Registered 9th August 2019 ## **OBJECTS** To relieve the need of medical practitioners and other in the medical profession who are suffering or who have suffered mental health problems or other distress for the benefit of the public including but not by way of limitation through the raising of awareness by dissemination of information about mental health issues within the medical profession and to help sufferers to obtain treatment and support in such ways and in such places as the Trustees may from time to time think fit. ## **CORRESPONDENCE ADDRESS** **CORRESPONDENCE ADDRESS** 87 The Belvedere Homerton Street Cambridge CB2 0NU **PRIMARY BANKERS** Barclays Bank Plc 1 Churchill Place London E14 5HP **INDEPENDENT EXAMINERS** Castle View Accounting Ltd Ground Floor Offices 53 High Street Arundel West Sussex BN18 9AJ 3 ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) ## **TRUSTEES' REPORT FOR THE YEAR ENDED 31ST MARCH 2026** ## **Summary of the Main Activities** You Okay, Doc? (YOD) and You Okay, Nurse? (YON) were founded in loving memory of Dr Liz Sizer. The Charity continued to support doctors, nurses and other healthcare workers during the period. Our mission is to change perceptions of mental health within the healthcare profession and to develop bespoke mental health support for healthcare professionals. The Charity delivers its support through three core pillars, being (1) Community Activation and Advocacy (2) Educational resources and (3) Services provision. The Trustees have had regard to the guidance issued by the Charity Commission on public benefit. ## **Contribution Made by Volunteers** The Charity is deeply grateful for the dedication and support of its volunteers, without whom it would not be able to support those who care for us. The You Okay, Doc? (YOD) Ambassadors continued to raise awareness about the mental health and wellbeing issues faced by healthcare professionals – and promoted YOD in their communities, hospitals and practices including the services and support offered. They provided valuable insight and expertise for healthcare workers’ mental health which informed the Charity’s social media content and webinars to support and guide other healthcare professionals. Ambassadors also represented YOD at mental health events, including Lt. Col Ben Caesar, who spoke at The Liz Sizer Gala about the power of YOD’s work and community. The Charity’s patron board continued to make an invaluable contribution to the Charity through podcast hosting and guest attendance, hosting and attending The Liz Sizer Gala and blog writing. Volunteers and ambassadors for the Charity helped deliver The Liz Sizer Gala and fundraising campaigns, raising vital funds and increasing awareness of the Charity’s mission. The Trustee Board, bringing together expertise in medical leadership, entrepreneurship, marketing, public relations and accountancy, continued to provide strategic leadership, professional expertise and unwavering commitment to support the Charity’s growth and impact. ## **Summary of the Main Achievements** The Charity delivers its support via three core strands: ## **1. Community Activation and Advocacy** The Charity continued its Ambassador Programme, comprising doctors, nurses and medical students who helped raise awareness of YOD’s work and grow its community of healthcare professionals. Through its Ambassadors and Trustees, the Charity was represented at key healthcare events, helping to raise awareness of healthcare workers’ mental health and promote YOD’s services. YOD continued to strengthen its partnerships and collaborations, with organisations including Pastest, SCRBS UK, the Royal College of Obstetricians & Gynaecologists, Medic Mentor and the General Medical Council. These partnerships played an important role in raising awareness of, and supporting, the mental health and wellbeing of healthcare workers. YOD was also proud to be selected as the PM Society’s Charity Partner for the PM awards. As part of this partnership, pharmaceutical marketing agencies created 40 unique pieces of artwork reflecting healthcare’s mental health, raising £40,000 in support of YOD. The Charity hosted its annual Liz Sizer Gala, bringing together the YOD and YON communities to celebrate achievements in supporting the mental health and wellbeing of healthcare workers, while raising vital funds and awareness for YOD. 4 YOU OKAY. DOC? (charitab￿ IT￿Or￿rated organisat￿nI TRUSTEES. REPORT FOR THE YEAR ENDED 31ST MARCH 2026 Uz Sizer Award was presente(I durirg Gab to iThy￿KI￿L8 in rwnrfK)n of their outsta￿lIng achievements in advancing mental heatth arKI wellbeiro ol tealtW￿ wo*ers. RecirAents We￿ se*cted thrO￿h a cOmpeU￿ve appltation prctess. Educatlonal Resour¢e8 YOD ￿leaSe¢ Season 6 of the YODPOD. IK)sted by YOD patr￿ aThJ former Engbrnl Rugby 7$ captsln, Tom Mltchell. Tr ¢a$t achieved over 1,840 <*Mn￿O￿$ dunw period. This ￿ar.$ series ex[A0￿ topt$ I￿lUdIng 1¢8ntity, burnout, resilbnce and men's mentsl heatth. YOD continued to produce e(ILtsI￿naI resourtes actoss its me(Jka ¢143n￿lS. covering top¢s such as Stress Awa￿ne$S Month, su¢ide prevent￿n. bJ¢r￿L career Strike SUKVJL Supkrt adv￿ for FtyJndation Year 1 IFY11 doctors and bultylNJ. Ices Provl8lon The Charlty contlnued rts partnershlp wtth Shout, provwjknyd t*rt6klar￿ with acL8SS to Ire8, confldentll4124.hour lext4>ased mental health $upp)rt. Othor The Charty 81so urKJerwent a successful CEO recruitment prc¢e88. Tru•to0• RMpon•lbllltl•• Thg Iruslees are responsitsb for rxepanrwj the Rerx)rt of tIE Tnjstees and the firprKlal $tslernents In 8ccord8n¢8 wlth appli¢atrJe law ancj the Unw Kiwom AcccrtJnlir¥3 StsTh1ards IUnite(l Kirgdom Generally Accepted Accounllng Practl¢e GMPI. The Law applKable to Charill&s in EThJIa￿l and wa￿8. the ¢haTht￿ Acl 2011, Chanty (Accounts Reports) R8guLgtlon8 and the provisions of the GoverniThJ tknurnenl requires the Iruslees to prepare financiql &tst8m8nls for each financial year whlch glve a true and fair of the stale of affairs of the charrty aTh1 of the I￿ornIng resources applulion of resources, Including the Irrt0￿ aTrJ exp8ndrture of the charty for Ihal Fwknj. In pr8P3riThJ Ilw fina[￿￿81 ststements, th8 trustees are requlred to.. Seknl Suitab￿ actounliry aNJ appty Ihem consistenuy. Observe the methods arKI princip￿ in Charity SORP; Make judgements and eslimale$ that a￿ wsonable a￿1 pw(knl; Prepare the firondal stslerrents on Ihe Wrg (xx¢em 6t Is knapproprkqte to presurne that the CIO wlll contlnue to yrate. Tre trustees are ￿SponSible for keepiThJ proper a¢￿￿nIN¥j records which disck)se with ￿sonable accuracy al any time tr finartial positK)n of the ¢harty to enalye tl*m to ensure that tts fi￿nC￿lI statsments compty with the Charities Act 2011. the Charity IAc¢ounts and Reports) Regukth)ns aThY the prowsKM)s of the Goveming D￿vrnenL T￿Y a￿ also restK)n$ib* for safeguarding the assets of tr* ¢harity arKJ he￿￿ fy tskiro reasonable steps for the p￿venti￿ and detectK)n of fraud and other Irregularfties. 08.07.2026 Approved by the Twstees on................................................................................................................................ SvJned on t￿1r behalf by Trustee ........................................................................................................................... Printed Name.. Lucinda Kopala ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) ## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2026** |**Notes**
**INCOMING RESOURCES**
**Incoming Resources from Generated Funds**
Donations, Grants & Legacies
**3a**
Activities for Generating Funds
**3b**
Investment Income
**3c**
Other Incoming Resources
**3d**
**TOTAL INCOMING RESOURCES**
**RESOURCES EXPENDED**
**Costs of Generating Funds**
Cost of Charitable Activities
**4a**
Governance Costs
**4b**
**TOTAL RESOURCES EXPENDED**
**NET INCOMING (OUTGOING) RESOURCES**
Funds Brought Forward
**TOTAL FUNDS CARRIED FORWARD**|Unrestricted
Restricted
**TOTAL**
**TOTAL**
Funds
Funds
**2025/26**
**2024/25**
£
£
£
£
12,535
-
12,535
11,546
102,820
-
102,820
73,696
-
-
-
-
17
-
17
135
**115,372**
**-**
**115,372**
**85,377**
75,881
-
75,881
59,255
1,080
-
1,080
960
**76,961**
**-**
**76,961**
**60,215**
**38,411**
**-**
**38,411**
**25,162**
41,302
-
41,302
16,140
**79,713**
**-**
**79,713**
**41,302**| |---|---| Movements on all reserves and all recognised gains and losses are shown above. All of the organisation's operations are classed as continuing. The notes on pages 8 to 13 form part of these financial statements. 6 YOU OKAY. DOC? (charitab￿ IT￿Or￿Jrated organisat￿nI BALANCE SHEET AS AT 31ST MARCH 2026 UnrestrirI8d Restrth Funds Funds TOTAL 31-M8r-26 TOTAL 31-M8r-25 Flxed A588ts Tangib￿ Assets Inv88tments Totsl Flxed A88ets Current Assets Debtors & Prepayment$ Cash al bank and in Hand Totsl Curr8nt Aos8t8 81.753 81.753 81,753 81.753 43,162 43,162 Credltor8'. Amounts falliro due wthin o year 1,860 NET CURRENT ASSETS 79.713 79,713 41,302 TOTAL ASSETS less current liabililles 79.713 79.713 41,302 Cr•dltor•'. Arnounls f8lliThJ In morg than one year 10 NET ASSETS 79.713 79.713 41,302 Fundi of th• Charlty G&r*ral Fund$ Restricted Fund$ 79.713 79,713 41,302 Total Fund• 79,713 79,713 41,302 08.07.2026 Approved by the Trustees on........ SvJned on t￿1r behalf by Truslee .......................... .... Printed Name.. Lucinda Kop81a ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) ## **NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MARCH 2026** ## **1. ACCOUNTING POLICIES** ## **Basis of Preparation & Assessment of Going Concern** ## **Basis of Preparation** The financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities (SORP 2015) (Second Edition, effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) and the Charities Act 2011. The Charity meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost unless otherwise stated in the relevant accounting policy notes. ## **Assessment of Going Concern** Preparation of the accounts is on a going concern basis. The trustees consider that there are no material uncertainties about the Charity’s ability to continue as a going concern. ## **Incoming Resources** ## _**Recognition of Incoming Resources**_ These are included in the Statement of Financial Activities (SOFA) when: ▪ the charity becomes entitled to the resources; ▪ the trustees are virtually certain they will receive the resources; and ▪ the monetary value can be measured with sufficient reliability ## _**Incoming Resources with Related Expenditure**_ Where incoming resources have related expenditure (as with fundraising or contract income) the incoming resource and related expenditure are reported gross in the SOFA. ## _**Grants and Donations**_ Grants and Donations are only included in the SOFA when the charity has unconditional entitlement to the resources. ## _**Tax Reclaims on Donations and Gifts**_ Incoming resources from tax reclaims are included in the SOFA at the same time as the gift to which they relate. ## _**Contractual Income and Performance Related Grants**_ This is only included in the SOFA once the related goods or services have been delivered. ## _**Gifts in Kind**_ Gifts in kind are accounted for at a reasonable estimate of their value to the charity or the amount actually realised. Gifts in kind for sale or distribution are included in the accounts as gifts only when sold or distributed by the charity. Gifts in kind for use by the charity are included in the SOFA as incoming resources when receivable. ## _**Donated Services and Facilities**_ These are only included in incoming resources (with an equivalent amount in resources expended) where the benefit to the charity is reasonably quantifiable, measurable and material. The value placed on these resources is the estimated value to the charity of the service or facility received. ## _**Volunteer Help**_ The value of any voluntary help received is not included in the accounts. ## _**Investment Income**_ This is included in the accounts when receivable. ## _**Investment Gains and Losses**_ This included any gain or loss on the sale of investments and any gain or loss resulting from revaluing investments to market value at the end of the year. 8 ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) ## **NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 31ST MARCH 2026** ## **1. ACCOUNTING POLICIES (continued)** ## **Expenditure and Liabilities** ## _**Liability Recognition**_ Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out resources. ## _**Governance Costs**_ Include costs of the preparation and examination of statutory accounts, the costs of the trustees meetings and cost of any legal advice to trustees on governance or constitutional matters. ## _**Grants with Performance Conditions**_ Where the charity gives a grant with conditions for its payment being a specific level of service or output to be provided, such grants are only recognised in the SOFA once the recipient of the grant has provided the specified service or output. ## _**Grants Payable without Performance Conditions**_ These are only recognised in the accounts when a commitment has been made and there are no conditions to be met relating to a grant which remain in control of the charity. ## _**Investments**_ Investments quoted on a recognised stock exchange are valued at market value at the year end. Other investment assets are included at trustees' best estimate of market value. ## _**Unrestricted Funds**_ These funds can be used for the general objectives of the charity as set out in the trustees report. The movements of the unrestricted funds are given in the Statement of Financial Activities. ## _**Restricted Funds**_ These funds are where the donor has specified a purpose for the donation made. These restrictions often arise as a result of appeals for special offerings for specific purposes. ## _**Designated Funds**_ These funds are funds set aside by the trustees out of unrestricted general funds for particular purposes or projects. ## _**Fixed Assets**_ Fixed Assets are capitalised if they can be used for more than one year and cost at least £1,500. They are valued at cost or, if gifted, at the value to the charity on receipt. ## _**Depreciation Expense**_ Depreciation is calculated at a rate to write off the cost of tangible fixed assets over their estimated useful lives. The rates applied are as follows: Fixtures, Fittings and Equipment 25% - Reducing Balance Basis ## **2. TANGIBLE FIXED ASSETS** The CIO held no fixed assets during this or the previous financial year. The annual commitments under non-cancelling operating leases and capital commitments are as follows: 31st March 2026 : None 31st March 2025 : None 9 ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) ## **NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 31ST MARCH 2026** ## **3. INCOMING RESOURCES** |**a) Donations, Grants & Legacies**
Gift Aid Tax
Gifts & Donations
**b) Activities for Generating Funds**
Fundraising Events
**c) Investment Income**
Interest
**d) Other Incoming Resources**
Sundry Income|Unrestricted
Restricted
**TOTAL**
**TOTAL**
Funds
Funds
**2025/26**
**2024/25**
£
£
£
£
5,510
-
5,510
-
7,025
-
7,025
11,546
**12,535**
**-**
**12,535**
**11,546**
102,820
-
102,820
73,696
**102,820**
**-**
**102,820**
**73,696**
-
-
-
-
**-**
**-**
**-**
**-**
17
-
17
135
**17**
**-**
**17**
**135**| |---|---| 10 ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) ## **NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 31ST MARCH 2026** ## **4. RESOURCES EXPENDED** |**Note**
**a) Cost of Charitable Activities**
Activities & Events
Bank Charges
Consultancy Fees
Office Costs
Shout Text Services
Website Costs
**b) Governance Costs**
Independent Examiners Fees
**9**|Unrestricted
Restricted
**TOTAL**
**TOTAL**
Funds
Funds
**2025/26**
**2024/25**
£
£
£
£
22,608
-
22,608
18,990
-
-
-
16
40,919
-
40,919
28,384
4,305
-
4,305
3,282
4,800
-
4,800
6,840
3,249
-
3,249
1,743
**75,881**
**-**
**75,881**
**59,255**
1,080
-
1,080
960
**1,080**
**-**
**1,080**
**960**| |---|---| 11 ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) ## **NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 31ST MARCH 2026** ## **5. RESTRICTED FUNDS** The CIO held no restricted funds during this or the previous financial year. ## **6. INVESTMENTS** The CIO held no fixed assets investments during this or the previous financial year. ## **7. CASH AT BANK AND IN HAND** |Cash at Bank & in Hand
**8. DEBTORS AND PREPAYMENTS**
Sundry Debtors|Unrestricted
Restricted
**TOTAL**
**TOTAL**
Fund
Fund
**31-Mar-26**
**31-Mar-25**
£
£
**£**
**£**
81,753
-
81,753
43,162
**81,753**
**-**
**81,753**
**43,162**
Unrestricted
Restricted
**TOTAL**
**TOTAL**
Fund
Fund
**31-Mar-26**
**31-Mar-25**
£
£
**£**
**£**
-
-
-
-
**-**
**-**
**-**
**-**| |---|---| ## **9. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR** |Independent Examiners Fees
Sundry Creditors|Unrestricted
Restricted
**TOTAL**
**TOTAL**
Fund
Fund
**31-Mar-26**
**31-Mar-25**
£
£
**£**
**£**
1,080
-
1,080
960
960
-
960
900
**2,040**
**-**
**2,040**
**1,860**| |---|---| ## **10. CREDITORS: AMOUNTS FALLING DUE IN MORE THAN ONE YEAR** The CIO held no long term liabilities during this or the previous financial year. ## **11. NET ASSETS BETWEEN FUNDS** |Fixed Asset Investments
Net Current Assets
Long Term Liabilities|Unrestricted
Restricted
**TOTAL**
**TOTAL**
Funds
Funds
**31-Mar-26**
**31-Mar-25**
£
£
£
£
-
-
-
-
79,713
-
79,713
41,302
-
-
-
-
**79,713**
**-**
**79,713**
**41,302**| |---|---| 12 ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) ## **NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 31ST MARCH 2026** ## **12. STAFF COSTS AND NUMBERS** The CIO employed no members of staff during this or the previous financial year. ## **13. TRUSTEES AND OTHER RELATED PARTIES** No payments were made to trustees or any persons connected with them during this financial period. No material transaction took place between the organisation and a trustee or any person connected with them. ## **14. RISK ASSESSMENT** The Trustees actively review the major risks which the charity faces on a regular basis and believe that maintaining the free reserves stated, combined with the annual review of the controls over key financial systems carried out on an annual basis will provide sufficient resources in the event of adverse conditions. The Trustees have also examined other operational and business risks which they face and confirm that they have established systems to mitigate the significant risks. ## **15. RESERVES POLICY** The Trustees have considered the level of reserves they wish to retain, appropriate to the CIO's needs. This is based on the CIO's size and the level of financial commitments held. The Trustees aim to ensure the CIO will be able to continue to fulfil its charitable objectives even if there is a temporary shortfall in income or unexpected expenditure. The Trustees will endeavour not to set aside funds unnecessarily. ## **16. PUBLIC BENEFIT** The CIO acknowledges its requirement to demonstrate clearly that it must have charitable purposes or ‘aims’ that are for the public benefit. Details of how the CIO has achieved this are provided in the Trustees report. The Trustees confirm that they have paid due regard to the Charity Commission guidance on public benefit before deciding what activities the CIO should undertake. 13 ## **YOU OKAY, DOC?** (Charitable Incorporated Organisation) ## **INDEPENDENT EXAMINER’S REPORT ON THE ACCOUNTS** Report to the trustees/ members of You Okay, Doc? on the accounts for the year ended 31st March 2026 set out on pages 6 to 13. ## **Respective responsibilities of trustees and examiner** The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: - examine the accounts under section 145 of the Charities Act, - follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and - state whether particular matters have come to my attention ## **Basis of independent examiner’s statement** My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below. ## **Independent examiner's statement** In connection with 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 130 of the Charities Act; and - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been 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. K. Collaku MAAT Castle View Accounting Ltd Ground Floor Offices 53 High Street Arundel West Sussex BN18 9AJ Date: 8th July 2026 14