## **Pro-Active Community Annual Return Charity Number 1191570** ## **For the period 1/10/20 to 31/3/2022** Registered address : 1 Castlefield Court Church Street Reigate RH2 0AH 01737924084 hello@proactivecommunity.org.uk www.proactivecommunity.org.uk ## **Who we are and what we do?** “I am Lizzie Wheeler, and I was the Chair of the Pro-active Community In 2020/21. We have been very busy since registering as our own charity. Hi, I am Matthew Leadbeater and I became the Chair of the Pro-Active Community in 2021. We are a charity that supports people with learning disabilities and autism, run by people with learning disabilities and autism. ||Our Board members:|Our Board members:|| |---|---|---|---| ||Board
No.|Name|Date
started| ||1.|Edward Cooke|5/5/20| ||2.|Nicki Fraser|5/5/20| ||3.|Leanne Yeo|6/5/20| ||4.|Lizzie Wheeler|7/5/20| ||5.|Michael
McLachlan|7/5/20| ||6.|Jade Vallance|9/6/20| ||7.|Michael
Farrington|29/9/21| ||8.|Matthew
Leadbeater|29/9/21| ||We have 8 people on our Board as
registered Board members but have 20
members to support the Board and 200
people as part of our network.||| We are mainly based in Surrey but do work in other areas in the Southeast of England. We ensure services, providers, local and national governments hear our voice on what matters to us. We support co-production as equal partners in developing and shaping services that meet our needs We audit services to make sure people understand what it is like to have a learning disability and autism. We are experts by experience. We train and empower people to speak up. We ensure people are rewarded for their time and talents. We support inclusion and fight discrimination. We facilitate a range of forums such as the Surrey Peoples Group in partnership with Surrey County Council. We campaign and say when things are not right. We fundraise and support our communities. We give back and use our skills to help others. We arrange events, conferences, holidays and social gatherings. We support face-to-face and digital communication. We support Makaton training. ||We work in partnership with key
organisations such as Active
Prospects.|We work in partnership with key
organisations such as Active
Prospects.| |---|---|---| |**What have we achieved in the last two years?**||| |||We have rebranded.| |www.proactivecommunity.org.uk||We have refreshed our website.| |||We have set up a Facebook page.| |||We have formed a relationship with
the LeDer campaign around the
death review of people with learning
disabilities. We have produced a
video for NHS staff to understand
the challenges of a person we a
learningdisabilityor autism.| ||We have supported the Surrey
five year Autism Strategy| |---|---| ||We have designed and produced
quality Checker training.| ||We have carried out several face-
to-face Quality Checker Audits for
organisations such as Active
Prospects and Surrey County
Council.| ||We have trained 6 people to be Peer
Health Champions.| ||We have supported Surrey Health
watch in their annual survey.| |https://www.youtube.com/watch?v=gW7OZffWWRo|We have made several podcasts
about key messages such as the
environment. These can be found
on our website.| We have discussed and debated key issues such as black lives matter. ## **Our Financial results and plans** We are on track with our budget and finances. All work carried out by the ProActive Community is based in the UK. Accounts are from April 2020-Mar 22 . Pro-Active Community does not own or lease a property. The accounts have been prepared to comply with the rules of the charity commission and SORP 102. There has been a substantial increase in the turnover of the organization from £15.4k in 20/21 to £62.5k this year. This is as a result of formalising the financial relationship between Active Prospects and the Pro-Active Community. The costs charged across to the Proactive community now show a truer picture of the dedicated costs incurred by the Pro-active Community. These include a dedicated head and associated support and materials. These are then offset with a grant currently from Active Prospects but as the Pro-Active Community grows, we would look to obtain alternative funding for these costs Accounts were approved by an Independent examiner on the 24 May 2022. The Chair and Secretary of the Board have signed on behalf of all Board members. We had £12k funding through Surrey County Council to support digital initiatives and zoom meetings in 2020 to set up and facilitate a zoom advocacy group. We are still working in partnership with Active Prospects to support our members to learn how to run a webpage, Facebook page and manage our accounts. This is done with a Service Level agreement with Active Prospects to ensure we are independent. We have set up a new bank account that can support online banking for our charity. ## **Key risks** We are worried about funding for services for people with learning disabilities. We are worried about the ongoing issues around Covid and impact on people with learning disabilities. We are worried about the future of social care and social care reform. We are worried that people might not have staff to support them to be part of the Pro-Active Community as there is a recruitment shortage. ## **Our Future Plans** To start a forum in West Sussex called the West Sussex People’s Group To fundraise so we can have paid roles, buy our own equipment and train our members. To increase our income through selling our services such as Quality Checkers and consulting on key projects. To put on a National conference to tell people about our work, impact of social care reform on people with learning disabilities and autism. To review our charter. To increase use of our website and social media, and share our messages through the media. To link with other national organisations such as Learning Disability England We want to be more diverse in our members and Board members. Proactlve Communlty Statement of Imcome and Expendlture Year Ended 31st March 2021 2020111 1019120 Flxed Assets Accrued Income Cash at bank and in hand Current Assets 50.C#)O 14,284 64,284 2,010 2,010 Less Cyr￿nt IlJbllltle5 Net Current Assets 64,284 2.010 Credltors 49,512 Net A55et$ Capltal & Reserves Restricted Funds Unrestricted Funds 14.772 2,010 These Accounts were approved at the AGM on 29th September 2021 LSz21e Wheeler Lizzie Wheeler Chair Leanne Yeo Leanne Yeo Board Member Jade Vallance Secretary Proactlve Communlty Statement of Imcome and E¥penditure Year Ended 31st March 2021 2020121 2019120 Incame Grants DonatSons Membershlp Fundraisin Entry Fees Hlre Oonatlon5 I2.￿)0 50.LK)O 153 15,000 166 456 79 Total Incom• 62.456 15,398 Exptndlturn Actlvltles Holiday Costs Admini5tratlon Servlce Charges Travel Refreshments Co. Seal IT Cost5 Venue Rent315 394 49,512 Is,000 135 30 26 IS6 304 Total Expendlture 49,694 15,862 Flnal Surpluslldefl¢ltl Note These accounts are produced on a cash accounting basis Servlce Char8es are Ilsted below Recharge of HG salary & costs General Mgt and operational support Governance Support Training and Materlals Total 2.126 per month I,OTh) per month 500 per month 500 per month 4,126 per month 49.512 per annum Indapendent èxaminer's report to the trusteos of Pro-Active Community {Charlty Number 1191570) I report to the trustees on my examination of the accounts of the Pro-Active Community for the year ended 3191 March 2022. Responsibilities and basis of report A5 the tmstees of the Pro-Active Community you a￿ ￿spOnsible for the preparation of the accounts in accordance with the requirements of the Charities 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 carying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145151{bl of the Act. Independent oxamlnor's statement I have completed my examination. I confirm that no material malters have come to my attention in connection with the examination giving me cause to believe that in any malerial respect= 1. accounting records were not kept in respect of :the Trust as required by section 130 of the Act,. or 2. the accounts do not accord with those records., or 3. the accounts do not comply with the applicable requirements conceming the form and conlenl of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view which 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 Ihe accounts to be reached. Signed.. Name.. FJ iNJWa>Jii Relevant professional qualification or membership of professional bodies (if any).. LJJ IcAf Èt M£¢+Lz Address.. hll7 Date.. L¥4 l OL+ Pro Actlvp Communlty Statem•nt of Imcome and Empendlture Year Ended 31st Mar¢h 2021 1021122 2020121 Incorne Grants Donations Membership Fundraisin8 8equest5 Hire Donations 8,500 so.000 12.000 50.000 679 10,728 456 r•tal Income 69,906 62,456 Expendlture Activlties Holiday Costs Administration Service Char8ÈS Travel Refreshments Co. Se31 ITCosts Venue Rentals 48,563 49.512 26 156 Total Expeftditure 48,563 49,694 Flnal Surplu$/ldeflcltl 21,344 12,762 Note These accounts are produced on a cash accountlng basis Pro Acilve Communlty Statement of Imrorne and Expendlture Y•ar Ended 31st March 2022 2021122 2010121 Flxed Assets Accrued Income Cash at bank and in hand Current Assets 50.000 14.284 64,284 36.212 36.212 Ltts current Ilabllltles Net CurrentAsséts 36.212 64.284 Crgdltors 49.416 N•t Assets 36.212 14.868 21.343 Capital & Reserves Restricted Funds Un￿StrICted Funds 36.212 36.212 14,868 14,868 These Accounts were approved atthè AGM on ,Ibffj- . Mat Chair ew Leadbeater Edward Cooke Board Member Jade Vallance Secretarv Pro Artive Communlty . Grant to Pro Actlve and Recharges of costs incurred Aprll 2021 to March 2022 Stationerv Gifts & Entertainments Subscriptions Computer Costs Renewals and Replacements Con5ultancv Activities 14.39 277.71 276.8 245.18 109.99 3,950.00 357.87 5231.94 Salarles General Management and Operational Support Totsl Costs To be charged to Pro Actlve Communlty 35,530.84 78 48,562.78 Grant from Active Prospects so.1￿0.00 Nei payment to the Pro Actlve Communlty to be pald no later than 31.03.2022 IA37.22 r£ ¢ o O LTh r* m o Ln O C ID r ors ¢N tyj rn r* rt r4 c c c Agreement between Artive Prosp¢ts and The Proartive Communlty Period Covered .. April 2021 to March 2022 l Grant Active Prospects will provide a grant to The Pro ActNe Community (Charity 1915701 to pursue Its charitable objectives of developin8 the capacity and 5ktlls of the communily of people living with wlth autism. learnirE disabilities and mental health needs livin8 in 5urrey and the surrounding area. The value of the Grant is £50,( 2 Recharge of Costs Incurred by Actlve Prospects Act￿ Prospects will ¢har8e th¢ followln8 costs Statlonery Gifts and Entertainment Subscriptions Computer Costs Renewals and Replacement5 Consultancv Actlvities Specific dedicated resource General Management and Operational Support These Costs TAIII be thar8ed a5 follows: Net amount of the two values to be transferred week commencing 20 March 2022 On behalf of Active Prospects On behalf of The Pro Active Community Marfa Mllls Jade Vallance Chlef Executive, Active Prospects Trustee, The Pro Active CommunSty Date Oate 27.07.2022 27.07.2022