2024-03-31-accounts

SUDLEY AREA RESIDENTS’ ASSOCIATION S.A.R.A. Hall, Rundle Road, Aigburth, Liverpool L17 0AQ Registered Charity No. 1190529

ANNUAL REPORT For the period ending 31st March 2024

KEY INFORMATION

Charity Name: Sudley Area Residents’ Association (SARA) Registered Address: SARA Hall, Rundle Road, Aigburth, Liverpool L17 0AQ Charity No. 1190529

Chairman: Steven Kearney Secretary: Dot Caples Treasurer: Grenville Jefferies Trustees: Steven Kearney, Dot Caples, Grenville Jefferies, John Beamish, Jacqueline Bligh, Brenda Brown, Janet Corke, Janette Porter and Jennifer Woodcock. Honorary Members: Jean Browne Email: [e-mail] Web: www.sudley.org.uk

- 2023 2024

It’s been another very busy year for the team at SARA with a lot of work taking place in the background to safeguard the future of the organisation.

GAS S/C ELECTRIC S/C GAS COST ELECTRIC COST

Energy Costs

One of our largest concerns at last year’s AGM was the anticipated increase in energy costs. Projections received from our suppliers suggested an increase from £1,000pa to almost £7,000pa.

Issues arose when our electricity supplier applied a rate increase to our fixed contract. This was sufficient for us to claim a breach enabling us to be released from the contract without penalty. Further issues arose with our gas supplier and we had to file a complaint with the Energy Ombudsman. In February this year, the Ombudsman found in our favour. We have now moved both energy contracts to a new supplier.

OLD PROJECTED ACTUAL

- 2023 2024

Lease Renewal The lease for SARA Hall has been renewed for a period of ten years to 31st October 2034. The renewal is based on the same terms and conditions.

Table Sales

Last year we reported that table sales had been reintroduced in September 2022. The first couple had been popular so it was agreed to continue in 2023. The 2023 sales had been less successful and in the second half of 2023, it was agreed that all future sales should be cancelled.

Changes to Membership Figures overleaf show an increase of 18% in full members and 32.5% in nonvoting members.

SARA REGISTER OF MEMBERS

351 (+54) full members (permanent residents of the Sudley Area aged 18 years and over and these shall all have voting rights)

232 (+57) non-voting members (well-wishers anywhere)

1 (-) co-opted members (persons who, in the opinion of the Trustees, have special knowledge or experience to offer the Charity. Such members shall be called co-opted members and shall have the right to vote at meetings of the Charity)

GROUPS, CLASSES AND SESSIONS AT SARA HALL

Our regular weekly offering of groups, classes and sessions at SARA Hall remains strong. Similar to previous years, the calendar has seen several changes over the period but generally we’ve been able to provide a good mix of activities for the local area.

Over the period, we’ve welcomed 28 different groups into the hall across 1,263 hours.

In January, StellaLuna Yoga moved to its own yoga studio on Aigburth Road and in February we received news that Aigburth Methodist Church would be leaving us later in the year.

New sessions at the hall include a monthly book club that began in January and in February the first antenatal training course from NCT took place. The hall was used for a number of private sessions including use as a photographic studio and as a centre for mock exams.

GROUPS, CLASSES AND SESSIONS AT SARA HALL

GROUPS FOR CHILDREN

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5+
7+
Beginners &
Intermediate
YOGA
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Active
Pla
y
Church & Mossley Hill
Children’s Centre
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Tuesday Pre-School Yoga

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Gentle
Years
Yoga
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YOGA CLASSES

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GROUPS, CLASSES AND SESSIONS AT SARA HALL
Adult
Education
Classes
Passion
for
Local History Painting
We have two weekly adult education groups running at SARA Hall.
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GROUPS, CLASSES AND SESSIONS AT SARA HALL

We have many other weekly, monthly and ad-hoc groups running at SARA Hall:

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Community
Coffee
Morning
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Nicola Parker Pilates

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Tuesday Tea Dance
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AIGBURTH METHODIST CHURCH

GROUPS, CLASSES AND SESSIONS AT SARA HALL

Monthly groups, surgeries, support groups and local area events include:

SARA book club began in January 2024 and meets monthly to discuss the latest title. All are welcome to attend.

In-person antenatal NCT courses are now running at SARA Hall

A PUBLIC CONSULTATION WAS HELD AT SARA HALL ON FRIDAY 26TH MAY 2023 FOR RESIDENTS TO HAVE THEIR SAY ON THE BUS NETWORK ACROSS THE LIVERPOOL CITY REGION

AIGBURTH WARD COUNCILLOR’S SURGERY

Our Aigburth Ward Councillor held 10 advice surgeries over the year. These Are held on the 4th Friday of the month Between 6 & 7pm (excluding December).

FRONT ELEVATION RESTORATION WORK

The front elevation of the building is exposed to the elements and as such, the sandstone facings have all suffered.

In October, a large chunk of plaster became loose inside the building due to gaps in the sandstone allowing water penetration.

The damage was initially assessed to make sure the building was safe for us to continue (which thankfully it was). A programme of remedial and restoration works were then planned for the spring. At the time of writing this report, works are still ongoing.

REPLACEMENT ROOF

The original slate roof on the main building is almost 120 years old and still going strong! Sadly, the same couldn’t be said for the office roof. This extension was added to the main building approximately 35 years ago and for the last ten years the roof has required a lot of attention.

To coincide with the new lease being signed, Trustees agreed to replace the roof with a modern tile and more up-todate insulation. Total Cost: £2,352.00 + £480.00 for Building Control

DAY TRIPS

Following the successful reintroduction of day trips last year, we decided to put together a full programme of trips for 2023-24.

A total of 335 people enjoyed trips to York, Lytham, Bakewell, Harrogate, Skipton, Llandudno and Bury.

SOCIAL EVENTS

Last year we struggled to fill some of our events and as such, we decided for this year, we would forgo the regular festive evening at Christmas and give the once popular bingo nights a miss. We did however host our annual quiz night in October and we held a fundraiser raising £329 for the Sreepur Village Charity in November. Community cinema evenings remain the most popular of our social events and are a great opportunity for those attending to chat with others over half-time refreshments with a total of 353 people enjoying 11 Films between April 2023 and March 2024.

COMMUNITY CINEMA 'ONE OF THE BEST FILMS OF THE YEAR" J..iNE CINIDILE ￿l,￿Ry Jalle Kli_ATh)N bFk('F_ TF.tr.NOI'ft(-LN 4TFrNui iii'.r

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FINANCIAL SUMMARY

During the year income increased by £4,852 to £28,821 and expenditure decreased by £9,180 to £20,654. Increased income is due largely to a rise in weekday sessions and a full programme of day trips (2022-23: a partial programme was offered). Expenditure was lower this year as capital expenditure was limited to replacing the office roof (2022-23: full re-wire and new heating system). Projected energy costs of £6,800 resulted in actual energy costs of £2,819 and while this was still an increase on the previous year (2022-23: £971), successful renegotiation of contracts enabled a lower than projected cost. The annual accounts show an overall surplus of £8,166.27. This is an expected surplus as works to the front elevation of the building are still ongoing and yet to be paid for.

Our independent examiner has reviewed the accounts and signed them off with no disclosures or concerns.

- FINANCIAL STATEMENTS INCOME & EXPENDITURE ACCOUNT (PAGE 1)

INCOME	INCOME	2023-24 (£)	2022-23 (£)
Donations, legacies and grants
	Charles Brotherton Trust	250.00	250.00
	Mayoral Neighbourhood Fund	-	530.00
Operating activities to further charity’s objectives
	Weekday classes held at SARA Hall (Note 1)	19,165.00	15,294.00
	Weekend sessions held at SARA Hall (Note 1)	2.642.00	2,548.00
	Defibrillator Fund (Note 2)	-	571.00
Operating activities to generate funds
	Day trips	5,159.00	3,457.00
	Other fundraising activities	1,071.68	1,225.10
Bank Interest		533.76	94.57
	Total Income	28,821.44	23,969.67

Accounts are produced on a receipts and payments basis

- FINANCIAL STATEMENTS INCOME & EXPENDITURE ACCOUNT (PAGE 2)

EXPENDITURE	EXPENDITURE	2023-24 (£)	2022-23 (£)
Payments for generating funds
	Day trips	3,450.00	2,920.00
Charitable activities
	Newsletter	227.94	550.44
	Fundraising costs	410.53	309.25
	Defibrillator fund (Note 3)	-	49.99
Charitable donations and grants
	Mayoral Neighbourhood Fund	-	789.00
	Other	-	30.00
SARA Hall repairs, renewals and maintenance (Note 1)		4,080.09	14,742.90
SARA Hall running costs (Note 1)		11,754.71	9,755.52
SARA Administration (Note 2)		731.90	687.13
	Total Expenditure	20,654.17	29,834.23

Accounts are produced on a receipts and payments basis

- FINANCIAL STATEMENTS INCOME & EXPENDITURE ACCOUNT (PAGE 3)

	2023-24 (£)	2022-23 (£)
Total income	28,820.44	23,969.67
Total expenditure	20,654.17	29,834.23
Net income /(expenditure)for the year	8,166.27	(5,864.56)
Cash funds as at last year end	33,163.19	39,027.75
Cash funds at this year end	41,329.46	33,163.19

Accounts are produced on a receipts and payments basis

- FINANCIAL STATEMENTS BALANCE SHEET

Balance Sheet as at 31st March	Balance Sheet as at 31st March	2024 (£)	2023 (£)
	Cash in hand	-	82.00
	Current account	3,441.92	3,081.19
	Reserve account	37,500.00	30,000.00
	on account with Octopus Energy	387.54	-
	Total	41,329.46	33,163.19

RESERVES POLICY

The Trustees have determined that the charity should aim to hold a cash reserve of no less than £25,000 so that the charity can continue should income and/or expenditure vary unexpectedly. The Trustees also agree to hold further reserves for ongoing planned projects and anticipated future maintenance.

Note 1. SARA Hall Net Income

INCOME	INCOME	2023-24 (£)	2022-23 (£)
	Weekday Sessions	19,165.00	15,294.00
	Weekend Sessions	2,642.00	2,548.00
	Total Income	21,807.00	17,842.00
EXPENDITURE
	SARA Hall repairs, renewals and maintenance	4,080.09	14,742.90
	Lighting and Heating	2,818.75	970.85
	Rent and Council Tax	2,931.60	2,379.84
	Water Charges	362.39	286.51
	Insurances	732.13	1,436.63
	Caretaking	4,210.00	4,160.00
	Sundries	321.12	142.97
	Telephone and Broadband	378.72	378.72
	Total Expenditure	15,834.80	24,498.42
	Net Income /(Expenditure)	5,972.20	(6,656.42)

Note 2. SARA Administration

EXPENDITURE	EXPENDITURE	2023-24(£)	2022-23 (£)
	Website Hosting	157.19	122.40
	Email Server	133.24	120.09
	Stationery	135.24	331.34
	Bank Charges	60.80	60.80
	Miscellaneous	245.43	52.50
	Total Expenditure	731.90	687.13

Note 3. Defibrillator Fund

The defibrillator fund is ring-fenced exclusively for costs associated with defibrillator consumables. Each time the machine is used, replacement pads are required. Approximately every five years, the battery will need replacing.

BALANCE (£) Defibrillator Fund (for defibrillator 521.01 consumables only) Remaining Balance 521.01

- 2024 2025

Building Maintenance: Work continues on the front elevation and it is hoped that this will be completed shortly.

Further building maintenance includes the resealing of the parquet floor that was put on hold pending completion of the front elevation work. The large windows at the front of the building will also have their grilles removed and will be repaired.

SARA Weekly Calendar: Aigburth Methodist Church leaves us later in the year and a couple of other sessions are currently available. We hope to fill these gaps in the weekly calendar with activities to benefit the local community shortly.

… And finally

We’ve seen a great reduction in the number of trustees over the last couple of years. Currently we have a group of 8 people all with varying skills and abilities. Ideally we would like to increase our number to 10 or 11 so would welcome interest from anyone who:-

1. lives in the Sudley Area.

2. has a few spare hours a month and who has an interest in the community where they live.

3. would be happy to get involved with local area issues such as planning

4. objections and environmental issues.

5. is willing to be a key holder for the building and happy to be called upon to open up and close up.

6. is happy to help at our social/fundraising events.

For anyone interested, please do get in touch with the Chairman or Secretary.

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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustses Sudley Area Residents, Association On a¢¢ounts for the year ended Charlty no (if any) 31st March 2024 1190529 Sot out on pages Irwbw to Ihe wje ￿rte[S 013dcilionai" I report to the trustees on my examination of the accounts of the above charty {"the Trust.) for the year ended 31103 12024. Responsibilities and basis of report As the charitvs trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charrties Act 2011 ("the Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{51(b) of the Act. Independent ￿he charity's gross income exceeded £250.000 and l am qualified to examinerfs statement undertake the examination by being a qualified member of linsert name of applicable listed body]l- Dglete I l rfnot applicable. I have completed my examination. I confirni that no material matters have come to my attention in connection with the examination (other than that disclosed below ') which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with saction 130 of the Charities Act,. or the accounts did not accord with the accounting records.. or the accounts did not comply with the applicable requirements onceming the form and content of accounts set out in the Charttles (Accounts and Reports) Regulations 2008 other than any requir6ment that the accounts give a Irue and fairf view whi¢h is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. ' Please delete the words in the brnGket8 rfthey do not 8ppIy. Signed: Date: 7g Name: 4rn Relevant professional qualificationls) or body IER Oct 2018

Ilf any): Address: Al 3&_lJ Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charty accounts.. directions and guidance for examiners). Glve here brief detalls of any Items that the examlnerwlshes to dlsclose. IER Oct 2018