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2024-07-31-accounts

National Education Opportunities Network (NEON)

Trustees Annual Report

For the year ended 31stof July 2024

Objectives and Activities

Summary of the purposes of the charity as set out in its governing document.

NEON works for the public benefit to promote routes into, and success in, higher education in such ways as the charity trustees think fit, including by:

  1. Supporting organisations to work with all learners, especially those from underrepresented groups.

  2. Identifying, and researching, barriers to higher education and sharing potential solutions.

Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.

NEON believes that access to, and success in higher education should not be related to social background but based on ability and willingness to participate. In order to achieve this, we support our members to both identify and address challenges that may both stop learners being able to enter, or succeed within higher education through a comprehensive events programme, research reports and a weekly newsletter.

Over the period of this report NEON has held 25 events. The aim of these events is to help educational practitioners understand barriers that learners face, in terms of gaining entry to, and achieving success within, higher education, and to learn from policy, research and practice to help inform their own strategies and activities with learners. The events also present the opportunity for attendees to network, and engage with, other attendees, make connections and share practice. These events are open to all with the majority of them being held online.

In addition to these events NEON offers its members the opportunity to attend themed, online working group meetings based around key topics of concern. These include:

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The meetings give attendees the space to consider these topics, discuss and debate current approaches and decide upon possible future actions to address challenges that arise. They work on producing resources and examples of practice that are made available to all NEON members. Outcomes of the meetings are shared online, being available to any person accessing our website.

Each year NEON holds an annual conference, the NEON Summer Symposium, offering those concerned with widening access the opportunity to hear from key policy makers, stakeholders and other practitioners about the importance of widening access. This twoday event is the largest UK conference dealing with these issues.

Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit

The trustees confirm that they have had due regard to the Charity Commission’s general guidance on public benefit, both in agreeing NEON’s aims and objectives, and in planning all future activities. Our work focuses upon equitable access to higher education for all learners who are able to benefit from it and we work closely with other organisations within the Education sector in order to achieve this.

Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.

We are pleased to be able to report on another very successful year for NEON, despite the prevailing challenges of funding in the Higher Education sector. We have enjoyed our first full year as an independent charity and strengthened our relationships with the sector, our members and our hosts, the University of West London.

We have been able to advance our objectives in a variety of ways, for example by advocating for educational opportunity, providing professional development for our members, encouraging networking and the exchange of good practice through working groups, the dissemination of knowledge through our annual symposium and our ‘NEON Summits’ both online and in person. We were also able to successfully run our Annual NEON Awards with many excellent nominations, 77 in all, but the unexpectedly early General Election meant that we had to postpone the Award Ceremony, due to be held in May at the Palace of Westminster, until early in the next academic year (December 2024).

The Trustees have endorsed a funding model that charges a modest membership fee and raises income to maintain the work of the charity through charging for attendance at meetings and seeking external funding for research. At the end of the period we had 149 member organisations, of which 106 are universities.

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Our finances remain healthy, and we have made a surplus of £87k on a total turnover of £187k. As the charity now employs four staff, through the University of West London as employer, we aim to build a reserve equivalent to at least sixth months operating costs. The University of West London will also make a charge for the hosting of NEON, and we anticipate this will be in the region of £65k to cover the previous years they have hosted NEON, and then an annual payment thereafter. This will be finalised in 2024/25.

The highlight of the year was undoubtedly our Annual Symposium, held in London for the first time at the University of West London. Some 211 persons attended this two-day meeting.

We held five on-line and one in person NEON Summits on various key issues suggested by our members, which attracted 174 attendees in total. The lower average attendance than expected perhaps reflecting the time pressures in a stressed working environment.

Our professional development work via our ‘Access Academies’ continued to be well regarded and the total attendance at 15 events was 237.

Some 50 people came as invited guests to two advocacy events. A major focus of our advocacy this year has been the effect on disadvantaged students of the proposed defunding of certain BTEC qualifications. We have worked with the ‘Protect Student Choice Campaign’ to explain the issues to policy makers and educationalists.

For the first time this year we ran a Workshop which attracted 44 participants.

The many member-led Working Groups on topics of mutual interest continue to help disseminate practice amongst colleagues. NEON staff provide administrative support and 10 meetings were held with 161 attendees. A new Working Group on estranged students is in the process of establishment.

We have continued to engage in research and advocacy. This includes the work to protect student choice cited above as well as events on skills and lifelong learning. A research report on progression to higher education entitled ‘Universities not for everyone: levelling up and who is missing out on higher education in England’ was launched at the Palace of Westminster. A second part is now in preparation with more granular information. NEON also made a submission to the Parliamentary Enquiry on ‘Boys’ Attainment and Engagement in Education.’

Following the generous allocation of funding from the Saville Foundation in South Africa, NEON was able to host a meeting to discuss relaunching the World Access to Higher Education Network (WAHEN) in Oxford in September 2023. The meeting was attended by interested parties from across the world with 29 leaders concerned with social mobility in attendance. We continue to build our social media presence.

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Achievements against objectives set

This year saw our second highest number of delegates (211) attending our annual conference. In terms of events held this year saw an increase in their numbers, with a slight reduction in average attendance. Widening access remains an important area to our members and, with a new Labour Government, is likely to remain so. We continue to offer a high level of support both to our members and the broader education sector.

Financial Review

Review of the charity’s financial position at the end of the period

The charity is in a strong position given this is the second year of its operation as a charity and has a financial surplus.

Statement explaining the policy for holding reserves stating why they are held

The trustee’s policy is to build up unreserved funds that amount to six month’s running costs, which amounts to £70,000 to allow for adverse economic conditions and other potential threats, safeguarding NEON’s long-term future as well as a further £65k to cover potential hosting charges from the University of West London.

Amount of reserves held

£120,786

Details of fund materially in deficit

There are no funds in deficit.

Explanation of any uncertainties about the charity continuing as a going concern There are no concerns about NEON continuing as a going concern.

The charity’s principal sources of funds (including any fundraising)

A description of the principal risks facing the charity

Structure, Governance and Management

Description of charity’s trusts:

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Reference and Administrative details

c/o University of West London St Mary’s Road Ealing London W5 5RF

Names of the charity trustees who manage the charity

Trustee name Ofice (if any) Dates acted if not for whole year
Margaret Greenfelds
Hannah Merry
Anna Toyne 01.08.23 - 11.12.23
Les Ebdon Chair
Peter John
Peter Riley 01.08.23 - 11.12.23
Sarah Harder-Collins 01.08.23 - 11.12.23
Ellie Rowley 01.08.23 - 11.12.23
Sam Dunnett 01.08.23 - 11.12.23
Karen Lipsedge 11.12.23 - 31.7.24
Anna Wooley 11.12.23 - 31.7.24
Lynne Downey 11.12.23 - 31.7.24
Stacey Mottershaw 11.12.23 - 31.7.24

Corporate trustees – names of the directors at the date the report was approved Director name: Martin Webster

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Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity: None

Martin Webster Name of chief executive or names of senior staff members:

Declarations

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

Signed on behalf of the charity’s trustees

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National Education Opportunities Network No - 1199280

Recei ts and ay ments accounts p pay y

p pay CC16a Period start date Period end date For the period To from 1/8/2023 31/07/24

Section A Receipts and payments

Section A
Receipts and
payments
A1 Receipts Unrestricted
funds

to the nearest
£
100,884
35,723
50,567
267
-
-
-
-
187,442
Restricted
funds

to the
nearest £
-
-
-
-
-
-
-
-
-
Endowment
funds
to the nearest
£
-
-
-
-
-
-
-
-
-
Total
funds
to the
nearest
£
Last
year
to the
nearest
£
Events 100,884 - - 100,884


173,692
Projects 35,723 - - 35,723 73,699
Membership 50,567 - - 50,567 -
Other Income 267 - - 267 -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross
income for AR)
187,442 - - 187,442 247,391

----- Start of picture text -----
A2 Asset and
investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 187,442 - - 187,442 N/A
----- End of picture text -----

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A3 Payments 32,650
54,244
6,576
5,890
847
-
-
-
-
100,208
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
32,650
54,244
6,576
5,890
847
-
-
-
-
100,208
Staffing 32,650 - - 32,650 150,546
Events 54,244 - - 54,244 48,361
Consultancy 6,576 - - 6,576 11,138
Expenses 5,890 - - 5,890 3,794
Publications 847 - - 847 -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total 100,208 - - 100,208 213,839

A4 Asset and investment purchases, (see table)

A4 Asset and
investment
purchases, (see
table)
- - - -
- - - -
Sub total
- - - - -
Total payments 100,208 - - 100,208 213,839
Net of
receipts/(payments) 87,234 - - 87,234 33,552
A5 Transfers
between funds - - - - -
A6 Cash funds last
year end 33,552 - - 33,552 -
Cash funds this
year end 120,786 - - 120,786 N/A

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Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash
funds
B2 Other
monetary
assets
B3
Investment
assets
B4 Assets
retained
for the
charity’s
own use
Details
Balance at the end of July 2024
Total cash funds
(agree balances with receipts and
payments account(s))
Details
Details
Details
Unrestricted
funds
to nearest £
120,786
-
-
120,786
OK
Unrestricted
funds
to nearest £
-
-
-
-
-
-
Fund to which
asset belongs
Fund to which
asset belongs
Restricted
funds
to nearest £
-
-
-
-
OK
Restricted
funds
to nearest £
-
-
-
-
-
-
Cost
(optional)
-
-
-
-
-
Cost
(optional)
-
-
-
-
-
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
- -
- -
- -
- -
- -

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----- Start of picture text -----
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 -
Liabilities
-
-
-
-
Signed by
one or two
Date of
trustees on Signature Print Name
behalf of all approval
the trustees
LES EBDON
27/05/2025
----- End of picture text -----

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of NEON On accounts for the 31[st] July 2024 Charity 1199280 year ended no (if any) Set out on pages 7, 8, 9 and 10 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/07/2024

Responsibilities and basis of report

As the charity trustees, you are responsible for the preparation of the accounts in accordance with 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 carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

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Independent examiner's statement

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

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.

----- Start of picture text -----
Signed: Lynn Hill Date: 28/05/2025
Name: Lynn Mary Hill
Relevant professional
qualification(s) or body
Fellow of Chartered Institute of Management Accountants (FCMA)
(if any):
Address:
----- End of picture text -----

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Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here details of any None items that the examiner wishes to disclose .

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