2023-04-30-accounts - National Association For Teaching English And Other Community Languages To Adults

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Annual Report of the Trustees 2022-23

National Association for Teaching English and Other Community Languages to Adults A Charitable Incorporated Organisation (CIO) Registered in England and Wales

Scope of report

This is the first Trustees’ Report compiled since NATECLA reformed as a Charitable Incorporated Organisation (CIO). At its Annual General Meeting held on 25 June 2022, the previous NATECLA Charitable Trust (registration number 1154124) resolved to dissolve itself and transfer all ongoing activities and remaining funds to this CIO. That transfer took place on 1 August 2022 .

The financial year and annual reporting period for the previous NATECLA charity ran from 1 May to 30 April. In order to retain that pattern, this report covers the period from August 2022 until 30 April 2023 .

Organisational details

Charity Registration Number: 1198388 Registered address: NATECLA National Centre South & City College, Hall Green Campus, Cole Bank Road, Birmingham B28 8ES Trustees: Rachel Öner (Co-Chair) Greg Dugdale (Co-Chair) Nafisah Graham-Brown (Treasurer) Mary Osmaston Jenny Roden Diana Tremayne (resigned 7 October 2022) National Centre Manager: Lisa Thompson Bankers: NatWest Bank PLC (Current) Santander Bank PLC (Deposit) Independent Examiner: Kerry Butcher Accountancy Services Exchange House Centre, Exchange House, Attleborough, Norfolk NR17 2AB

NATECLA | natecla.org.uk

Structure, governance and management

Objects

NATECLA is established to advance all aspects of education and training in English for adult speakers of other languages for the public benefit in the United Kingdom. In furtherance of this the CIO will, in particular but not exclusively, provide a professional forum for:

teachers and those organising provision of English to adult Speakers of Other Languages (hereinafter known as ESOL) resident in the UK
teachers of community languages
others concerned with multi-lingual language issues in post-16 education.

Organisational structure

NATECLA reformed in 2022 as a Charitable Incorporated Organisation (CIO), having previously operated since 2013 as a Charitable Trust. Upon dissolution (on 1 August 2022), all funds and property from the previous NATECLA Charity were donated to the CIO with all ongoing activity (including its members, Management Council, Trustees and employees) also transferred.

The CIO is governed by an ‘Association model’ Constitution, reflecting its status as a membership organisation.

Management Council

The CIO and its property is managed and administered by the Management Council (MC), comprising the Trustees and other members that have either elected by their respective NATECLA Branch (see ‘Branch activities’) or co-opted to serve on the MC.

Three MC meetings take place over the course of each financial year (usually in September, January and April), with the Annual General Meeting (AGM) normally coinciding with NATECLA’s Annual Conference held in June.

Trustees

The CIO was initially established with six Trustees (all of whom had also served as Trustees of the previous NATECLA Charitable Trust). Diana Tremayne stepped down as a Trustee on 7 October 2022, leaving five Trustees for the remainder of this period. Since the Constitution of the CIO states there should be between 3-6 Trustees, the Trustees have recommended to the MC that an additional Trustee be appointed as soon as practicable during 2023-24.

Ruth Hayman Trust

NATECLA has a long-established relationship with the Ruth Hayman Trust (Charity Registration Number 287268), which awards educational grants to people who have come to settle within the United Kingdom and whose first language is not English. The Ruth Hayman Trust was established in 1983 in memory of Ruth Hayman, a South African lawyer who received a Banning Order for her opposition to apartheid before moving to London and helping to establish NATECLA’s forerunner, the National Association for the Teaching of English as a Second Language to Adults.

The Ruth Hayman Trust receives no direct funding from the CIO, although encourages NATECLA members to support and donate to the Trust where they are in a position to do so.

NATECLA | Annual Report of the Trustees 2022-23 | Page 2

Key activities

Aims, objectives and purposes

NATECLA was established as a forum and professional body for ESOL and community language teachers. The CIO seeks to develop and facilitate a community of practice, as well as to promote and protect the teaching and learning of ESOL and community languages.

NATECLA’s work includes advocating for:

independence and professionalism in language education
ESOL and community language practitioners to be supported in their work
practitioners’ access to high quality and relevant training opportunities
diversity and multilingualism.

Within the requirements of Charity Law on Political Activity, the CIO campaigns to improve ESOL and community language services, provision and conditions at local, regional and national levels for students and all practitioners.

The CIO seeks to do this by:

securing funds for the CIO
offering training, and advice on training, to its members
making representations concerning the availability of funding on behalf of members and students
sponsoring and encouraging research in relevant areas
disseminating new ideas and monitoring new developments in relevant areas
publishing and making available new materials relevant to the objects of the CIO
representing the interests and concerns of members on local, regional, national and international bodies
fostering good inter-community relations and combatting all forms of discrimination
• engaging in any other activity necessary to attain the objects of the charity alone or in co-operation with any other agency, organisation or statutory body.

During this period, the CIO was particularly engaged in organising conferences, webinars, training events and networking meetings. It provided expert advice to government bodies and other agencies, as well as publishing its own part peer-reviewed journal.

Public Benefit

When reviewing NATECLA’s objects, aims and objectives, and when planning its current and future activities, the Trustees are required to have regard the Charity Commission’s guidance on Public Benefit, in particular requirements set out in PB1 (the Public Benefit) and PB2 (Running a Charity).

They confirm that they have complied with the requirements of Section 4 of the Charities Act 2011 in having due regard to the above Public Benefit guidance. The achievements and activities outlined in this report demonstrate the Public Benefit arising from the CIO’s activities.

Training and consultancy

NATECLA offers bespoke training and consultancy services to a range of organisations, including:

further education colleges
adult and community education services
independent training providers.

NATECLA | Annual Report of the Trustees 2022-23 | Page 3

Whilst these services are tailored to the specific needs of the organisations and individuals seeking the CIO’s support, in all cases they are designed to support teachers and managers in the teaching of ESOL and/or other community languages.

This period saw a marked increase in the number of training enquiries, with approximately 30 sessions delivered (either online or face-to-face). With total revenue from this activity amounting to nearly £8,000, it delivered a net surplus of approximately £2,300 once presenter and other costs were factored in.

Events and conferences

NATECLA’s Annual National Conference is the CIO’s largest undertaking each year, held over two days at the end of June. This period included much of the preparation work for the 2023 Conference. An Events Sub-Committee oversees the organisation of all events.

Notable conferences and events that took place during this period included:

Scotland Conference
East of England Conference
North West England Conference
Yorkshire & Humber Conference
ESOL Research Community
NATECLA Scotland TESOL Training Toolkit (TTT) series
Webinars addressing:
The Neurodiverse ESOL Classroom
Exploiting What Songs Have to Offer in the ESOL Classroom
Trauma-informed ESOL for Refugees
Sustainable Future – ESOL and Beyond
Maths and ESOL.

NATECLA was also an organising partner for the Learning & Work Institute’s Annual Maths, English and ESOL Conference held on 8 November 2022, along with the University College London Institute of Education (UCL-IoE), Research and Practice in Adult Literacies (RaPAL) and the University College Union (UCU).

Professional development

ESOL Research Community

NATECLA continued to champion practitioner-led ESOL research by holding two ESOL Research Community events during this period, each involving presentations of ESOL-related academic research. Topics included the use of narrative enquiry within research and challenging assumptions about ESOL students’ capabilities.

ESOL Managers’ Network

The CIO also stepped up the support it provides for managers and co-ordinators of ESOL provision. As well as facilitating peer-to-peer networking and support, the Managers’ Network is also intended to help strengthen NATECLA’s institutional relationships with Further Education colleges and other significant ESOL provider organisations.

Two Network meetings took place during this period (in October 2022 and March 2023), both of which focused on the ESOL policy landscape within England, including local and regional ESOL stakeholder infrastructure such as those emerging through Migration Partnerships and Mayoral Combined Authorities.

To facilitate further ‘real time’ networking and peer-to-peer support between ESOL managers, a dedicated WhatsApp group was established by the CIO during the autumn of 2022.

NATECLA | Annual Report of the Trustees 2022-23 | Page 4

#ESOLChat

Informal professional networking for ESOL practitioners was also facilitated through a number of hour-long Twitter-based #ESOLChat discussion forums.

Advocacy

NATECLA’s Policy Group continued to monitor the ESOL policy landscape across each of the jurisdictions in which the CIO operates, responding to consultations and seeking opportunities to engage with policymakers.

The CIO remained in contact with Ofqual, the qualifications Regulator for England, as it completed and published its review of the ‘ESOL Skills for Life’ qualification category (see English for Speakers of Other Languages (ESOL) qualifications - GOV.UK (www.gov.uk)). The Policy Group also engaged with the Department for Education (DfE) review of fundable qualifications in England at/below Level 2 of the Regulated Qualifications Framework (RQF).

The CIO remained an active member of the Skills for Life Alliance, an umbrella group campaigning for a coherent strategy within England to improve adults’ literacy, numeracy, ESOL and digital skills. Other members of the Alliance include the Learning & Work Institute, Association of Colleges (AoC), Education & Training Foundation (ETF), Association of Employment and Learning Providers (AELP) and HOLEX. The CIO also met with representatives of The Bell Foundation’s ESOL Programme to discuss areas of common interest and possible collaboration.

NATECLA’s London Branch continued to engage with the Greater London Authority (GLA), to whom responsibility for adult education policy and funding within London is devolved.

NATECLA’s Island of Ireland Branch engaged constructively with the Northern Ireland Department for the Economy (DfE NI) as it reviews the scope and extent of current ESOL provision and considers the need for a broader ESOL strategy within Northern Ireland.

NATECLA’s Scotland Branch took the lead in monitoring policy developments in Scotland, especially the impact of the Scottish Government’s decision in 2020 to subsume its previously bespoke ESOL policy into a broader strategy covering all aspects of adult learning.

NATECLA members in Wales meanwhile continued to engage with the Welsh Government as it reviews its ESOL Policy for Wales.

Language Issues: The ESOL Journal

NATECLA publishes a twice-yearly, part peer-reviewed, journal that shares experiences of ESOL and community language teaching, training and management, as well as disseminating research and ideas relating to language, political and social issues. Language Issues especially seeks to explore the relationship between academic research and classroom practice, providing an invaluable resource for teachers, students, researchers and policymakers.

All members of the CIO receive free access to Language Issues via an online platform; it is also made available to libraries and non-members are able to purchase subscription-based access.

Issue (33.2) of Language Issues was published in December 2022; production of the subsequent issue (34.1) also commenced during this period, ahead of its publication in June 2023.

A Language Issues blog has also been set up for members and the ESOL community to publish and comment on a wide range of current events and items of interest. Blog pieces published during this period covered subjects ranging from hybrid teaching to environmental sustainability.

NATECLA | Annual Report of the Trustees 2022-23 | Page 5

National Centre

The National Centre manages NATECLA’s day-to-day administration. It consists of two parttime members of staff based in complimentary office accommodation at the Hall Green campus of South & City College, Birmingham.

The Trustees carried out a review of National Centre job roles and responsibilities during this period, with the role of National Co-ordinator expanded and redesignated as National Centre Manager. The National Centre Manager is supported by an Assistant National Co-ordinator.

Preparations and securing sponsorship for the CIO’s Annual National Conference (to be held on 23-24 June 2023, at Conference Aston) was a key area of work for the National Centre during this period, along with supporting webinars, branch conferences and other events/forums. The National Centre was also responsible for producing a monthly members’ newsletter.

The National Centre secured approximately £6,500 in sponsorship income during this period.

Membership

Membership subscriptions is by far the largest source of income for the CIO, accounting for over £21,000 during this period. Whilst there was a slight decrease in individual NATECLA members, this was counterbalanced by an increase in institutional membership. Institutional member organisations are entitled to up to five member-rate delegate places (two places, in the case of small institutions) at NATECLA events and conferences, as well as discounted access to NATECLA’s bespoke training services.

It should also be noted there was a significant increase in individual membership during the COVID-19 pandemic, when many institutions scaled back their ESOL provision, although this pattern would now appear to have reversed.

Branch activities

All members of NATECLA are automatically members of their local branch. NATECLA currently has seven active branches, covering:

East of England
English Midlands
London
North West England
Yorkshire and Humber
Scotland
Island of Ireland.

All individual and institutional members based within these areas are automatically members of their respective branch. Branch activities typically include regional and local events/forums, webinars and conferences that seek to bring together NATECLA members and others with related interests.

The Trustees and National Centre have been working actively with locally based NATECLA members to establish a Wales/Cymru branch and anticipate this launching later in 2023. They also continue to encourage the activation of branches in the remaining regions of England (i.e. North East, South East and South West).

NATECLA | Annual Report of the Trustees 2022-23 | Page 6

Financial review

A full set of accounts for the period covered by this report have been presented for independent examination. For details, please see Appendix I .

Summary of financial position

mmary of financial position
Total Income for period:	£47,474
Total Expenditure for period:	£45,614
Net Income/(Expenditure) for period:	£1,860
Funds received from NATECLA Charity No 1154124 (1 August 2022):	£58,948
Balance Carried Forward (as of 30 April 2023):	£60,808

NATECLA is in a strong financial position at the end of its first year operating as a CIO, with year-on-year increases across most of its income lines and an overall surplus of £1,860 for the period. Whilst it should be appreciated the 2022-23 accounting period for the CIO represents only three quarters of NATECLA’s full financial year, income performance for this nine-month period exceeded that for the full 2021-22 financial year, with income for the period some £10,847 greater than that for the same period of the previous year.

The increased income during this period reflects NATECLA continuing to build on its previous successes, with a significant growth in bespoke training activity as well as offering a broader range of webinars and regional events. The CIO has also received greater income from sponsorship, along with a growth in overall membership income.

Expenditure has risen proportionately to income, with increased staffing costs reflecting the greater workload and reconfiguring the ‘National Co-ordinator’ role to one of ‘National Centre Manager’. The relative difference (compared with the same period for 2021-22) in expenditure relating to our journal, Language Issues , can be attributed to a difference in publishing time, with costs for this traditionally appearing during the May-July quarter, prior to the CIO status change.

Reserves policy

NATECLA’s Management Council agreed at its July 2020 meeting that it would aim to maintain reserves equivalent to nine months’ operating costs. This is to ensure the CIO would be able to meet its essential costs (most notably salaries) in the event of a period of reduced income and/or an unexpected event that prevented its training or conference events from taking place.

Reserves held in the Deposit Account as of 30 April 2023 were £31,611, representing nine and half months of operating costs.

NATECLA | Annual Report of the Trustees 2022-23 | Page 7

Declarations

The Trustees declare that they have approved the Trustees’ report above.

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Mary Osmaston
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7 February 2024

NATECLA | Annual Report of the Trustees 2022-23 | Page 8

Appendix I Accounts for the period ended 30 April 2023

A full set of independently examined financial accounts for the CIO can be found on the following pages.

NATECLA | Annual Report of the Trustees 2022-23 | Page 9

NATECLA Charitable Incorporated Organisation Registered Charity Number 1198388

Report to the Trustees/Members of NATECLA on the Accounts for the period from 1 August 2022 to 30 April 2023

I am reporting on the accounts of the National Association For Teaching English & Other Community Languages Charitable Incorporated Organisation for the period ended 30 April 2023 which are set out on the following pages.

Responsibilities and basis of report

The trustees are responsible 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 accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under Section 145 (5)(b) of the Act.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention to in connection with the examination which gives me cause to believe that in, any material respect:

accounting records have not been kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records.
The accounts did not comply with the applicable requirements concerning the form and content 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 order to enable a proper understanding of the accounts to be reached.

Signed .....Kerry Butcher Accountancy Services........... Dated 08 December 2023

Kerry Butcher Accountancy Services Exchange House Centre Exchange House Attleborough Norfolk NR17 2AB

National Association for Teaching English & other Community Languages to Adults Charitable Incorporated Organisation Number 1198388

Income and Expenditure Account For the Period 1 August 2022 to 30 April 2023

Income and Expenditure Account
For the Period 1 August 2022 to 30 April 2023 £ £ Income National Conference Income 2,404 Membership Subscriptions 21,509 Sponsorship Income 6,495 Consultancy 990 Training 7,929 Language Issues 140 Webinars 5,647 Regional Events 2,277 Interest Received 83 47,474 Expenditure National Conference Expenditure 1,364 Membership Expenses 50 Language Issues 3,216 Webinar Expenditure 764 Regional Events 1,159 Consultancy 352 Training 5,634 National Centre Expenditure: Salaries 28,059 Accountancy Fees 1,328 Travel and Subsistence - Computer Equipment 742 Website Expenditure 1,980 Telephone 227 Insurance 337 Bank Charges, Paypal, Stripe Fees 402 45,614 Net Income/(Expenditure) 1,860 Funds Received from NATECLA Charity No 1154124 58,948 Account Balances B/f Cash and Bank Balances C/F 60,808 Represented by: NatWest Account 28,095 Santander Deposit Account 31,611 PayPal Account 218 Stripe Account 884 60,808 Totals 1 August 22 to 30 April 23	£ £ 717 18,005 4,800 1,980 2,680 1,631 4,880 1,930 4 36,627 - 269 158 3,141 - - 2,866 24,494 1,396 268 3,109 371 287 393 36,751 (124) 52,015 51,891 19,294 31,521 104 972 51,891 Totals 1 August 21 to 30 April 22 NATECLA Charity 1154124 Comparatives
		36,627 36,751

		(124) 52,015
		51,891
		19,294 31,521 104 972
		51,891

Approved by: …................................................................ The Trustees Rachel Oner - Co- Chair …................................................................ Greg Dugdale - Co Chair …................................................................ Nafisah Graham-Brown - Treasurer …................................................................ Mary Ormaston …................................................................ Jenny Roden

Dated

…................................................................7th September 2023

National Association for Teaching English & other Community Languages to Adults Charitable Incorporated Organisation Number 1198388

£ 1,364 50 3,216 764 1,159 352 5,634 28,059 4,614 402 Totals 1 A Ap	£ - 269 158 3,141 - - 2,866 24,494 5,430 393 Totals 1 A Ap NATECL 115 Comp	£ 717 18,005 4,800 1,980 2,680 1,631 4,880 1,930 4 ug 21 to 30 ril 22 A Charity 4124 aratives
		36,627
45,614	36,751
		(124) 52,015
		51,891
		19,294 31,521 104 972
		51,891

Approved by ..........................................................................

On behalf of the Trustees of NATECLA - Charitable Incorporated Organisation Number 1198388

Dated …...........................................................

National Association for Teaching English & Other Community Languages to Adults

Charitable Incorporated Organisation Number 1198388

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Balance Sheet as at 30 April 2023
30 April 2023 30 April 2022
£ £ £ £
Current Assets
NatWest Current Account 28,095 19,294
Santander Deposit Account 31,611 31,521
PayPal Account 218 104
Stripe Account 884 974
60,808 51,893
Net Assets 60,808 51,893
Aggregate Profit brought forward 51,893 46,694
Add Net Profit/(loss) for the year 8,915 5,199
Aggregate Profit carried forward 60,808 51,893
Approved by:
The Trustees
…................................................................
Rachel Oner - Co- Chair
…................................................................
Greg Dugdale - Co Chair
…............................................................;
Nafisah Graham-Brown - Treasurer
…................................................................
Mary Ormaston
…................................................................
Jenny Roden
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Dated …................................................................7th September 2023

National Association for Teaching English & other Community Languages to Adults Charitable Incorporated Organisation Number 1198388

Income and Expenditure Breakdown for the Period From 1 August 2022 to 30 April 2023

Income £ National Conference 2,404 Membership 21,509 Sponsorship 6,495 Consultancy 990 Language Issues 140 Training 7,929 Webinars 5,647 Regional Events 2,277 Bank Interest Received and Charges 83 47,474 National Centre Exenditure Salaries National Centre Expenses Total Income less Total Expenditure 47,474 Funds Received from NATECLA Charity No 1154124 Less Net Income/(Expenditure) for Period Profit/Funds available at 30 April 2023 Made up of: NatWest Account Santander Deposit Account PayPal Account Stripe Account	Expenditure £ 1,364 50 - 352 3,216 5,634 764 1,159 402 12,941 28,059 4,614 32,673 45,614	Variance £ 1,040 21,459 6,495 638 (3,076) 2,295 4,883 1,118 (319)
		34,533 (28,059) (4,614)
		(32,673)
		1,860
		58,948 1,860
		60,808
		28,095 31,611 218 884
		60,808