## **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.
**----- Start of picture text -----**
Mary Osmaston
**----- End of picture text -----**
## 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**
|**Income and Expenditure Account**
**For the Period 1 August 2022 to 30 April 2023**
**Income**
National Conference Income
Membership Subscriptions
Sponsorship Income
Consultancy
Training
Language Issues
Webinars
Regional events
Interest Received
**Expenditure**
National Conference Expenditure
Membership Expenses
Language Issues
Webinar Expenditure
Regional Events
Consultancy
Training
**National Centre Expenditure:**
Salaries
National Centre Admin Expenses
Bank Charges, Paypal, Stripe Fees
**Net Income/(Expenditure)**
Account balances brought forward
Funds Donated by NATECLA Charity No 1154124
**Cash and Bank Balances C/F**
**Represented by:**
NatWest Account
Santander Deposit Account
PayPal Account
Stripe Account|**£**
-
-
262
130
340
-
4,599
9,299
1,268
119
**1 Februa**
**Apri**|**£**
2,074
4,700
300
-
5,053
-
1,853
682
47
14,709
16,017
(1,308)
62,116
**60,808**
28,095
31,611
218
884
**60,808**
**ry 23 to 30**
**l 2023**|**£**
1,261
50
2,902
634
819
352
405
9,122
712
142
**1 Novem**
**Janua**|**£**
-
6,040
1,160
-
2,276
110
2,286
635
27
12,534
16,399
(3,865)
65,981
**62,116**
29,460
31,564
338
754
**62,116**
**ber 22 to 31**
**ry 2023**|**£**
103
-
52
-
-
-
630
9,638
2,634
141
**1 Augus**
**Octo**|**£**
330
10,769
5,035
990
600
30
1,508
960
9
20,231
13,198
7,033
58,948
**65,981**
33,534
31,537
223
687
**65,981**
**t 22 to 31**
**ber 22**|**£**
1,364
50
3,216
764
1,159
352
5,634
28,059
4,614
402
**Totals 1 A**
**Ap**|**£**
2,404
21,509
6,495
990
7,929
140
5,647
2,277
83
47,474
1,860
58,948
**60,808**
28,095
31,611
218
884
**60,808**
**ug 22 to 30**
**ril 23**|**£**
-
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**
**----- Start of picture text -----**
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
**----- End of picture text -----**
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**|