OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2022-03-31-accounts

Beyond Reflections AGM 12th November 2022 beyond reflectthS

Chair of Trustees Report

2022 AGM – Beyond Reflections

What are Trustees?

Trustees are the people who share ultimate responsibility for the governing of Beyond Reflections and directing how it's managed and run.

Our current trustees are:

The current board is 100% comprise of volunteers.

We then have Andi, as the CEO, and their fantastic team of staff and volunteers, to deliver the services.

Current Challenges

Beyond Reflections has face a number of issues in the past year, including:

What's Been Happening?

It's not all doom and gloom. We are resilient and have achieved a lot.

What's Been Happening?

Chief Executive’s State of the Nation Andi, a cautious optimist

Contents

Fundraising Urgent need for funds

https://www.justgiving.com/campaign/Beyo ndReflections22-23

Total raised since we launched our appeal at the start of October £728 (JG) + Patricia to give amount

Total raised first half of year £5053 – shout out to Markerstudies who raised £1300

Reviewed staffing and resources

Pride

New Website

Grant Outlook

Business Plan refinements

National Vision

National

Upcoming Events

• Transparity Conference

Prepared by Andi Maratos

Date: 07/12/2022

CONFIDENTIAL

Page 1 of 11

Overview

2022 was another year of hard work and great successes for Beyond Reflections culminating in our rebranding and launch of the new national business plan at the AGM.

In 2022 each month Beyond Reflections supported on average 172 members through: 21 support groups, 2 wellbeing drop-ins and 87 counselling sessions delivered by 48 volunteers.

Our members continue to achieve significant goals through our support, being empowered to make healthy decisions about their future. We have delivered more support than ever and have the processes in place to ensure consistently high service standards.

Our volunteers donated significant amounts of time and expertise, and many achieved professional landmarks and qualifications. Our volunteer training has been standardised and streamlined. Providing all volunteers, whatever their role, with a full induction into Beyond Reflections operations.

Significant work has been carried out within the administration of Beyond Reflections. New staff roles have been created and the team ended the year at full strength with eight staff: CEO, Operations Manager, Finance Officer, Volunteer Coordinator, Member Experience Officer, Projects and Events Administrator, and Counselling Administrator. This team provide the structure and support necessary to deliver the services and to promote Beyond Reflections nationally.

HR processes and procedures have been strengthened with a full revision of the staff handbook and a two-week induction put in place for new staff.

The year brought several additional challenges. Some of which can be attributed to the second year of the pandemic, others to growing and learning as a charity. We have not been able to add to our funds through events. Working during the pandemic required a lot of time and learning on the part of the whole team to work effectively online. There was a significant increase in the training and support needed by staff and volunteers as well as cultural changes needed for staff to collaborate in this space. The loss of the shared working environment has had an impact on the causal sharing of information which keeps a team on vision. Lessons have been learnt around supervision of remote staff and volunteers as well as the need to accurately specify projects before starting.

The increase in complexity of the work resulted in the majority of Beyond Reflections’ expenditure being refocused into staffing. This will continue into 2023, requiring a revision to the purpose of the Reaching Community grant to cover more core costs.

Date: 07/12/2022

Page 2 of 11

CONFIDENTIAL

Activities

Wellbeing Statistics

The overall wellbeing of incoming members has decreased since last year. Resulting in a greater demand for our services and more challenging cases being presented for our volunteers.

----- Start of picture text -----
Wellbeing Disclosure TNQ new members
90% 81% 80% 81%
80%
70% 62%
55% 57% 57%
60% 48% 50% 50%
50%
39%
37% 36% 36%
40%
30% 23%25%
20% 14%12%
10%9%
10%
0%
2022 2021
Wellbeing Disclosure F&F new members
70%
59%
60%
47%
50% 44% 44%
40% 33%
30% 24% 22%
18% 18%
20% 11% 12%11% 11% 12%11%
6% 6%
10%
0% 0%0%
0%
2022 2021
----- End of picture text -----

The number of people requiring our services has continued to increase. This is due to the increase in our reputation and reach, and an increase in need for our services due to the increased waiting times for the GICs and the increasingly transphobic

Date: 07/12/2022

Page 3 of 11

CONFIDENTIAL

culture in the UK which exacerbates gender dysphoria as shown in the Galop Transphobic Hate Crime Report 2020.

The graph below shows the number of assessments carried out in 2022, contrasted to the average in 2021. The peaks in August, September and November are linked to our summer fundraiser, Southampton Pride and our Allies Awareness campaign Fly the Trans Flag which runs during November and links with Trans Day of Remembrance.

----- Start of picture text -----
Assessments
25
20
Assessments
15
First Contacts with Safeguarding
10 concerns
2021 average
5
0
Apr May June Jul Aug Sept Oct Nov Dec Jan Feb Mar
----- End of picture text -----

Support Groups

Beyond Reflections has more members and more support groups than ever. The hardcore of volunteers delivering support groups has been strengthened through continual recruitment and despite the loss of our volunteer coordinator in the summer.

A massive thank you to the hardcore of Core Service Delivery support group volunteers who kept the groups running during December. Both August and December have been identified as months where volunteers and members are often on holiday. This is now made explicit in member and volunteer documentation, allowing for planned partial downtime during these months.

Date: 07/12/2022

Page 4 of 11

CONFIDENTIAL

Member supported at Trans & Questioning Groups

----- Start of picture text -----
70
60
50
Attendance T7
Attendance T6
40
Attendance T5
Attendance T4
30 Attendance T3
Attendance T2
Attendance T1
20
10
0
Apr May June Jul Aug Sept Oct Nov Dec Jan Feb Mar
----- End of picture text -----

----- Start of picture text -----
Wellbeing DropIns
70
60
50
40
30
20
10
0
Apr May June Jul Aug Sept Oct Nov Dec Jan Feb Mar
Attendance W1 Attendance W2
----- End of picture text -----

Date: 07/12/2022

Page 5 of 11

CONFIDENTIAL

----- Start of picture text -----
Total group attendance
400
350
300
250
200
150
100
50
0
Apr May June Jul Aug Sept Oct Nov Dec Jan Feb Mar
Total group attendance
----- End of picture text -----

The parents’ group was running well until the departure of our second facilitator. This shows we have strong demand and a great service. A new facilitator is being trained and this group should restart in September.

Attendance Parents Group

----- Start of picture text -----
16
14
12
10
8 Attendance P1
Average
6
4
2
0
Apr May June Jul Aug Sept Oct Nov Dec Jan Feb Mar
----- End of picture text -----

Counselling

Date: 07/12/2022

Page 6 of 11

CONFIDENTIAL

----- Start of picture text -----
Counselling
120 50
45
100
40
35
80
30
60 25
20
40
15
10
20
5
0 0
Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22
Counselling Sessions Active Counsellors Clients Allocated Clients Ended Waiting list
Hours
Number of counsellors
----- End of picture text -----

Counselling sessions are the same as 2021, an average of 87 per month with the number of counsellors averaging 14. New counsellors are being recruited but supervision remains the bottleneck. Trained counsellors are leaving once they have completed their placement hours. Work is in progress to see if we can support them back into the service after a break rather than losing them entirely.

The waiting list continues to rise.

Volunteers

The role of the Volunteer Coordinator (VC) is critical to the operation of Beyond Reflections. Unfortunately, in 2022 this role was unfilled from August to January leaving recruitment, welfare, and training of all volunteers to the Operations Manager (OM), Member Experience Coordinator (MXC), and the Head of Counselling. It is testament to the dedication of these team members, with the support of our volunteer counselling supervisor that volunteer recruitment and training continued, additional support groups were developed and the threefold increase in membership enquiries was managed so well.

Volunteer recruitment

A review of volunteer recruitment with the VC, MXC, CEO and Social Media Officer (SMO) identified the application process as the key barrier to recruitment. Enquiries were coming in but not being converted into applications. The Word application form was converted to a Smart Survey:

https://www.smartsurvey.co.uk/s/BRVolunteerApplication/ with immediate results. Unfortunately, quantitative data was not captured during most of this period due to the staffing issues.

Date: 07/12/2022

Page 7 of 11

CONFIDENTIAL

----- Start of picture text -----
Volunteer Hours
600
500
400
300
200
100
0
Total volunteer hours
----- End of picture text -----

Date: 07/12/2022

Page 8 of 11

CONFIDENTIAL

Summary of the Highlights and Challenges of year

Highlights

Challenges

Date: 07/12/2022

Page 9 of 11

CONFIDENTIAL

Future funding

Beyond Reflections’ budget for 2022 was cautious. The charity had funds but the external situation was perilous. This means we enter 2023 with sufficient security to continue with our plans however the charity urgently needs to access additional grant funds.

Funding with Tudor Trust of the CEO salary ends in May 2023. The National Lottery Reaching Communities fund has been used to cover staffing and office costs and a revised budget will be prepared for years 4 and 5 of the grant.

The future of the charity relies on our fundraising efforts through events and through additional grant funding.

Date: 07/12/2022

Page 10 of 11

CONFIDENTIAL

About Beyond Reflections

We are Beyond Reflections, a mental wellbeing charity operating in England and Wales. Supporting trans, non-binary, and questioning adults, their family, and friends.

Additional information

Beyond Reflections is a registered charity (1187351) providing safe, confidential spaces in England and Wales for trans+ people, their family, and friends to meet with peers; engage in counselling; participate in facilitated group work and to attend workshops.

We are a third-party hate crime reporting centre and provide training, networking, outreach and consultancy services to the public and private sector.

Check out our website for more information and contact the office info@beyondflections.org.uk or on 03448 468 545 to speak to one of the team.

/ BeyondReflectUK Registered Charity 1187351

Beyond Reflections, Unity 12, 9-19 (odds) Rose Road, Southampton, SO14 6TE

www.beyond-reflections.org.uk, 03448 468545, info@beyond-reflections.org.uk

Date: 07/12/2022

Page 11 of 11

CONFIDENTIAL

BEYOND REFLECTIONS (On 27th November 2021 formal name change from Chrysalis)

CHARITY NUMBER
1187351
ANNUAL ACCOUNTS for the YEAR ENDED 31st MARCH
2022
STATEMENT of FINANCIAL ACTIVITIES
NOTE
INCOME
Donations and legacies
3
Charitable activities
3
Other trading activities
3
Interest received
Other
EXPENDITURE on:
Staff costs
4
Other
4
Net income/(expenditure)
Extraordinary items
Other gains/(losses)
Net movement in funds
RECONCILIATION OF FUNDS
Total funds b/fwd
Prior Year Adjustment
TOTAL FUNDS c/fwd		 2022
31491
5502
7
37000
85262
35522
120784
-83784
0
0
-83784
51485
0
-£32,299		 2021
113184
5674
0
118858
73790
27080
100870
17988
0
0
17988
29015
4482
£51,485

BEYOND REFLECTIONS (On 27th November 2021 formal name change from Chrysalis)

CHARITY NUMBER 1187351

ANNUAL ACCOUNTS for the YEAR ENDED 31st MARC 2022

BALANCE SHEET
Note
FIXED ASSETS
Tangible Assets
5
Total fixed asset s
CURRENT ASSETS
Debtors and prepayments
6
Stocks
Cash at bank and in hand
7
Total current assets
CREDITORS
Amounts falling due within one year
8
NET CURRENT ASSETS
TOTAL NET ASSETS
CHARITY FUNDS
RESERVES
Restricted funds
Unrestricted funds
TOTAL FUNDS		 2022
4959
4959
2592
2078
48669
53339
4197
49142
£54,101
52600
1500
0
£54,100		 2021
3791
3791
358
0
60537
60895
65
60830
£64,621
51485
9707
3431
£64,623

Signed by on behalf of all the trustees:

Signature

Print name

Date of approval

BEYOND REFLECTIONS (On 27th November 2021 formal name change from Chrysalis)

CHARITY NUMBER 1187351

ANNUAL ACCOUNTS for the YEAR ENDED 31st MARCH 2022

NOTES TO THE ACCOUNTS

NOTE 1 1.1 BASIS OF ACCOUNTING These accounts have been prepared under the historical cost convention with items recognised at cost or transcation value unless otherwise stated .

The accounts have been prepared in accordance with the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and with the Charities Act 2011

1.2 GOING CONCERN

There are no material uncertainities relating to events or conditions that cast significant doubt on the charity's ability to continue as a going concern

NOTE 2 2.1 INCOME
Recognition of income These are included in the Statement of Finnacial Activities (SoFA) when:
the charity becomes entitled to the resources and it is more than likely than
not that the trustees will receive the resources; and
the monetary value can be measured with sufficient reliability
Offsetting There has been no offsetting of assets and liabilities, or income and expenses,
unless required or permitted by the FRS 102 SORP or FRS 102
Grants and donations Grants and donations are only included in the SoFA when the general income
recognition criteria are met (5.10 to 5.12 FRS102 SORP)
Tax reclaims on donations Gift Aid receivable is included in income when there is a valid declaration from
and gift the donor. Any Gift Aid amount recovered on a donation is considered to be
part of that gift and is treated as an addition to the same fund as the intial
donation unless the donor or the terms of the appeal have specified otherwise
Volunteer help The value of any voluntary help received is not included in the accounts
but is included in the trustees annual report
Income from membership Membership subscriptions received in the nature of a gift are recognised
subscriptions in Donations and Lagacies
2.2 EXPENDITURE
Liability recognition Liabilities are recognised where it is more likely than not that there is a legal
or constructive obligation commiting the charity to pay out resources and
the amount of the obligation can be measured with reasonable clarity
Deferred income No material item of derred income has been included in the accounts
Creditors The charity has creditors which are measured at settlement amounts
less any trade discounts
Provisons for liabilities A liability is measured on recognition at its historical cost and then subsequently
measured at the best estimate of the amount required to settle the obligation
at the reporting date
2.4 ASSETS
Tangible fixed assets These are capitalised if they can be used for more than one year and are depreciated
over their expected useful lives at the following annual rates:
fixtures and fittings
20%
equipment
15%
computers
33%
Stocks Stocks held for sale as part of non-charitable trade are measured at net realisable
value.
Debtors Debtors are measured at the cash or other consideration expected to be received

BEYOND REFLECTIONS (On 27th November 2021 formal name change from Chrysalis)

CHARITY NUMBER 1187351

ANNUAL ACCOUNTS for the YEAR ENDED 31st MARCH 2022

NOTES TO THE ACCOUNTS

NOTE 3
ANALYSIS OF INCOME
Donations and legacies :
Donations and gifts
Gift Aid
General grants
the National lottery Community Fund
Reaching Communities
Tudor Trust
Membership subscriptions
(which are, in substance, donations )
Other
Charitable activities
Other trading activities:
Merchandise sales
Conference ticket sales
Training and counselling
TOTAL INCOME		 Unrestricted Restricted
funds
funds
2022
£
£
£
10515
0
10515
11838
0
11838
0
54900
54900
0
30000
30000
8620
0
8620
518
0
518
31491
84900
116391
496
0
496
0
0
0
5006
0
5006
5502
0
5502
£36,993
£84,900 £121,893		 2021
£
13164
4200
50708
40000
4795
plus £50
317
113184
492
Plus £110
3576
1606
plus £366
5674
£118,858

BEYOND REFLECTIONS (On 27th November 2021 formal name change from Chrysalis)

CHARITY NUMBER 1187351

ANNUAL ACCOUNTS for the YEAR ENDED 31st MARCH 2022

NOTES TO THE ACCOUNTS

NOTE 4
ANALYSIS OF EXPENDITURE
Staff costs:
Salaries and wages
Social security costs
Pension costs (defined contribution scheme)
Recruitment costs
Other:
Staff and volunteer training
Rent, rates and service charge
Meeting centre
Insurance
Legal and professional fees
Telephone
Printing, postage and stationery
Equipment
Computer licenses and web hosting services
Website development
Software development
Computer consumables
Marketing, promotions and projects
Less: stock
Travel costs
Miscellaneous expenses
Sundry expenses
Financial costs;
Bank charges
Fundraising platform fees
Depreciation:
Fixtures and fittings
Equipment
Computer
TOTAL EXPENDITURE		 2022
£
81770
1394
1258
840
85262
1492
15884
442
844
6204
1045
442
60
1495
1500
2270
1088
1086
-2078
329
968
606
33677
61
217
278
286
196
1085
1567
£120,784		 2021
£
72065
521
1204
0
73790
12699
0
723
1800
926
277
1234
1221
0
3000
0
3736
0
-78
180
0
25718
0
0
0
548
814
0
1362
£100,870

BEYOND REFLECTIONS (On 27th November 2021 formal name change from Chrysalis)

CHARITY NUMBER 1187351

ANNUAL ACCOUNTS for the YEAR ENDED 31st MARCH 2022

NOTES TO THE ACCOUNTS

NOTE 5
TANGIBLE FIXED ASSETS
COST or VALUATION
Balance b/fwd
Additions during year
Disposals during year
Balance c/fwd
DEPRECIATION
Balance b/wfd
Provison during year
Provison on disposal
Balance c/fwd
NBV as at :
31st March 2022
31st March 2021
NOTE 6
DEBTORS AND PREPAYMENTS
Prepayments accrued income
Other debtors
NOTE 7
CASH AND BANK IN HAND
Deposit account
Current account
Paypal
Petty cash
NOTE 8
CREDITORS AND ACCRUALS
Trade creditors
Accruals and deferred income
Taxation and social security		 Fixtures
& fittings Equipment Computers
1896
1335
1922
758
-
1977
2654
1335
3899
548
174
640
286
196
1085
834
370
1725
£1,820
£965
£2,174
£1,348
£1,161
£1,922
2022
£
2430
162
£2,592
2022
£
40594
6115
1941
19
£48,669
2022
£
2995
24
1178
£4,197		 TOTAL
5153
2735
7888
1362
1567
2929
£4,959
£3,791
2021
£
358
0
£358
2021
£
54587
3336
2235
379
£60,537
2021
£
0
65
0
£65

The mental wellbeing charity supporting trans, non-binary and questioning adults, and

their family and friends.

BEYOND REFLECTION ACCOUNTS 2021-22

APPROVED BY MEMBERS AT AGM ON SATURDAY 12[th] NOVEMBER 2022

ACCOUNTS INDEPENDENTLY EXAMINED AND APPROVED

FORMAL WRITTEN OPINION OF 2021-22 ACCOUNTS TO FOLLOW SHORTLY

Beyond Reflections, Unity 12, 9-19 (odds) Rose Road, Southampton, SO14 6TE

www.beyond-reflections.org.uk, 03448 468545, info@beyond-reflections.org.uk

/ BeyondReflectUK

Registered Charity 1187351