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2024-08-31-accounts

Registered Charity Number 1200378

Energy Heroes

Annual Report & Financial Statements

For The Year Ended

31[st] August 2024

1

Energy Heroes Contents For The Year Ended 31[st] August 2024

Trustees’ Report ............................................................................................................................... 3 - 12
Independent Examiner’s Report ....................................................................................................... 13
Statement of Financial Activities......................................................................................................... 14
Balance Sheet .................................................................................................................................. 15 - 16
Accounts Approval…………………………………………………………………………………………... 17
Notes to the Financial Statements...................................................................................................... 18

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Energy Heroes Trustee Report For The Year Ended 31[st] August 2024

Trustees’ Annual Report for the year

From 01/09/2023 To 31/08/2024

1. Executive summary

Building on an initial Department of Energy and Climate Change funded pilot in 2013 in 2 York Schools, we have since developed the programme to reach over 250 schools and 60,000 homes across the UK. Most of these schools have been in the Northeast of England through funding from Northern PowerGrid. The programme has reached national acclaim through a recent award from Community Energy England and through our partnership with Transforming Our World.

The time is right to capitalise on the momentum that has been gained over the past 10 years and become a Charity with a Board of Trustees to guide and advise and we are setting out our plans to expand the programme to reach and empower more pupils.

The Climate Crisis is becoming an increasingly big concern for educators as they grapple with strategies to support students becoming energy literate and agents of sustainable change. At the same time, the energy crisis is having a direct impact on school budgets and activities with school leaders feeling il-equipped to make savings in their energy use.

This year has been a significant year for the Energy Heroes programme, with 10 years of delivery under our belt and an award to recognise the ongoing benefits we provide in reaching, engaging and empowering pupils to deliver impactful change,

2. Administrative details

Charity name: Principal address: Charity Trustees:

Charity incorporation date: CIO: Bank:

Energy Heroes 53 Ashley Road, Altrincham, WA14 2DP Kate Gilmartin, Mark Pendry, Hugh Goulbourne, Amy Shaffery, Mike Gilmartin 15 September 2022: Foundation model constitution Unity Bank Online

Charity Registration number: 1200378 Registered Company Number CE030237

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Energy Heroes

Trustee Report For The Year Ended 31[st] August 2024

3. Objectives and activities

1. Description of the purposes of the charity

Energy Heroes’ is a practically engaging programme teaching children to be ‘energy literate’, a lifelong skill that is the first step in them having energy awareness which is key in tackling the problems of:

By educating our children we can create lasting behaviour change in energy conservation in the same way recycling has become a new social norm in the last 20 years. The programme tackles the following issues.

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes

Trustee Report For The Year Ended 31[st] August 2024

2. The main activities

The following activities were undertaken to meet our objectives and further our charitable purposes for the public benefit.

The ‘ Energy Heroes!’ programme was delivered across 40 schools in the Yorkshire and Humber region over the school year 2023 – 2024.

4. Achievements and performance 2023- 2024

Activity Deliverables
Recruit and deliver in schools
Recruit and deliver the Energy Heroes half day workshop in 30 schools in
partnership with NPG to target schools in areas of high deprivation.
Recruit 40 schools by January
2023.
Deliver to all school by July
2024.
Redesign of Lesson Plans
We will review and redesign the lesson plans to bring them more up to date with
recent energy data. We will design a more flexible series of lessons and learning
activities to allow teachers to choose from a number of opportunities to teach about
energy.
Revised materials for lessons.

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes

Trustee Report For The Year Ended 31[st] August 2024

Trustee Report
For The Year Ended 31st August 2024
Energy Heroes in the Media
Develop a social media campaign aimed at informing school communities about the
effects of Climate Change, energy saving solutions and opportunities for
engagement with community energy activities. This campaign will aim to raise the
profile of Energy Heroes enabling more schools to have the opportunity to
participate in the programme. The campaign will also be an opportunity for partner
organisations to promote their related activities and for Energy Heroes to become
increasingly familiar with resources that can support school communities to develop
their energy literacy.
Social media campaign
developed and monitored.
Resource pack to support the programme
Purchase stock to assemble 30 kits for schools to use to help them deliver the EH
programme including energy logbooks and a Teachers’ Guide Booklet.
(Kit includes: t-shirts; stickers; fridge magnets; pencils; classroom EH
thermometers; energy tags; pens; fabric EH bag; Y5 letters to parents.)
Resource packs assembled for
30 schools.
Deliver Teacher Training
In partnership with Giki and NPG, train teachers from 30 schools to deliver the
Energy Heroes Programme. This will be done via one of the following options for all
schools: A group webinar; Face to face group training session; 1:1 phone/zoom call.
All schools receive training to
deliver the programme.
Reaching communities
Community event. Support 10 schools to run a community event to further engage
families, residents etc. Extra resources provided (kit) and physical support from EH
team and/or NPG to attend 10 events.
Energy Heroes Hub Club. Support 10 schools run a ‘hub club’ to plan and deliver
an Energy Saving campaign in the community. Support includes 3 extra visits to
help set up and run the club.
10 schools receive extra
support to run a Hub Club and
Community Event.
Become a registered Charity
To continue to develop our capabilities to pursue our purpose, we will register to
become a charity. This will mean we gain valuable benefits such as a formal board
of Trustees and a structure which promotes wider accountability.
Registered as a charity
Monitor, evaluate and review.
Ongoing monitoring of school recruitment; impact of programme on energy saving
and learning; effectiveness of materials. Develop case studies, ongoing feedback
loops and summative report of impact. Develop better tools to monitor impact on
school communities.
Monthly meetings across the
whole team.
Report to funders in March
2023 and July 2024.

5. Planning for the next 5 years

New Project Areas

In addition to our core offer described above, we propose to develop the programme further in three areas:

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes

Trustee Report For The Year Ended 31[st] August 2024

1.

Community Energy

We will work alongside NPG Community liaison officers and local Community Energy Group Volunteers to engage with groups of schools (geographically close if possible) who participate in the ‘Energy Heroes!’ programme. This will deepen the impact of our core offer, taking community members in these schools from ‘reach’ to ‘engage’ and in some cases, ‘teach’.

This activity will support NPG Community liaison officers by providing links to communities through our Core Offer.

This activity will support our Core Offer by bringing in further community energy volunteers and community engagement expertise from NPG Community liaison officers.

We will work with NPG Community liaison officers and Community energy volunteers to develop their role within the Energy Heroes Programme, but we anticipate that activities will include ‘Energy Heroes!’ Community Energy Events at the school, further school assemblies, ‘Energy Doctor' services for households, printed and digital materials. We investigate and potentially install energy efficiency devices and improvements to the school infrastructure.

It is expected that the NPG Community liaison officers will work with schools for a 6-month period.

We will enhance our work with Community Energy volunteers by engaging with Community Energy Groups. We anticipate that volunteers from these groups will boost activities with schools in partnership with the NPG Community liaison officers. We anticipate that Community Energy Groups may play a particularly vital role in supporting schools to improve their infrastructure through the installation of Solar Panels for example.

Table 1: Community Energy

Year Energy Heroes
Schools
NPG Community
Energy Champions
*Community Members*
engaged**
Year 1 4 2 2,484
Year 2 8 4 4,968
Year 3 12 6 7,452
Year 4 12 6 7,452
Year 5 12 6 7,452
Totals 48 6 29,808

These figures are within the figures listed as part of our Core Offer (Table 1), but shown here to highlight the number of community members who will benefit from extra support. According to ONS data, 29,808 community members equates to 12,960 homes.**

2. Super Saver Schools

The purpose of this activity is to monitor and evaluate the effectiveness of the ‘Energy Heroes!’ Programme, developing case studies to share with similar programmes across the country and to build the strength of the programme overall by identifying strengths and weaknesses of programme design and implementation.

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes

Trustee Report For The Year Ended 31[st] August 2024

A group of schools, taken from the core group, will receive intensive support in response to their initial energy audit to significantly reduce their energy consumption. This will be a rigorous and regular activity in each school led by our ‘Energy Heroes!’ energy expert and in partnership with the Community Energy Champion. They will work particularly with school business managers, site managers, teachers and pupils to see how 'low we can go?'.

This energy reduction programme will take place over 9 months from October to June and aims to reduce each school's energy consumption by 30%. For each school, a report will be developed to present as case studies to the wider community energy community as well as to other schools in the region.

Table 2: Super Saver School

Year Super Saver Schools
Year 1 5
Year 2 5
Year 3 5
Year 4 5
Year 5 5
Totals 25

3. ‘Energy Heroes!’ Teach

We will develop a marketing campaign that is aimed at supporting our recruitment of schools, but also to provide teachers with a wide range of teaching and learning activities to deliver.

Working across social media platforms, through ‘Energy Heroes!’ Teacher Training webinars, by making our website more interactive and by attending other teacher training events across the region and nationally, we aim to provide teachers with the motivation, skills and resources to teach about energy and the climate crisis effectively.

We will create a Professional Learning Network via WhatsApp to stimulate ideas and share resources also. This contribution to the teaching workforce is something we see to be pivotal in terms of the sustainable development of teaching for sustainable futures.

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes Trustee Report For The Year Ended 31[st] August 2024

Table 3: ‘Energy Heroes!’ Core offer

Teaching and Learning Programme - Our Core offer Year Schools Teachers Teachers Pupils Pupils Community
Members
Community
Members
Total
Teach Engage Teach Engage Engage Reach
First of 6 maths lessons to year 5 pupils (teach).
Teacher’s Guide and goody-bag for each teacher (teach).
5 Home Energy Challenges (engage) over a 6-week period for
Year 5 pupils.
Energy audit and Energy Saving Action Plan (teach).
Posters for ‘instant display’ somewhere in the school (reach).
Whole school assembly (engage) and energy saving leaflets
(reach) for all pupils.
3 additional Eco-Club meetings for 5 schools to implement
Energy Saving Action Plan (teach
1 40 40 440 1,600 9,200 3,200 18,400 32,880
2 45 45 495 1,800 10,350 3,600 20,700 36,990
3 50 50 550 2,000 11,500 4,000 23,000 41,100
4 50 50 550 2,000 11,500 4,000 23,000 41,100
4 50 50 550 2,000 11,500 4,000 23,000 41,100
5 50 50 550 2,000 11,500 4,000 23,000 41,100
Totals 235 235 2,585 9,400 54,050 *18,800 *108,100 193,170

These figures represent individual members. Using ONS data, we predict that this equates to 55,174 homes.*

By assuming a 5% reduction on energy usage in the homes we reach, this equates to a total saving of £10,396,750 and a saving of 12,476 tonnes of carbon in homes.

These figures are conservative on the basis that ‘reach’ has less impact compared to the homes that we plan to ‘engage’ with and ‘teach’. Working across 235 schools in total, based on a 10% saving on energy bills in 1 YEAR, we calculate a saving of £728,500. We predict that over 5 years, 9 the total saving for schools is likely to be nearer £2,108,000 cumulatively assuming that schools are able to sustain their energy saving measures.

Energy Heroes

Trustee Report For The Year Ended 31[st] August 2024

6. Financial review

1. Reserves

Energy Heroes’ policy on reserves:

To generate and maintain a level of financial resources which is sufficient:

The Charity will achieve this by:

2. Principal sources of funding and outgoings

Funding is obtained from businesses who would like Energy Heroes to be delivered on their behalf into schools within their areas of interest. This usually comes under their Corporate Social Responsibility agenda. The main funder over the years has been Northern Power Grid, who have committed to grant support for the programme for the next 5 years of delivery.

Energy Heroes Charity will also look to gain grant funding from other sources, such as ‘Redress’ to expand delivery to other areas identified, but not within the geographic remit of the Northern Power Grid funding.

3. Outgoings

The main out goings for the charity are paying for delivery of the programme including time resource and collateral.

4. Remuneration of Trustees

All Trustees act in a voluntary capacity and receive no remuneration or other material benefits from their services to the Charity.

5. Financial Status

Energy Heroes’ current resources from Northern Power Grid are more than sufficient to meet its outgoings for at least next year.

All the indications are that this will remain the case for the foreseeable future.

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes

Trustee Report For The Year Ended 31[st] August 2024

6. Budget over the 5-year period

Item Time
period
Unit
Cost
Total
Full time Project Manager 5 years £35,000 £175,000
Project officers 2 x part time 5 years £18,000 £180,000
Consultancy Services 5 years £5,000 £25,000
School teaching and learning materials for 235 schools 5 years £100 £23,500
Marketing and communications 5 years £3,000 £15,000
Travel 5 years £3,000 £15,000
Overheads @15% (Insurance, trustee meetings, administration,
accountancy/Legal, meeting spaces
5 years £65,025
Total £498,525

7. Statutory Statements on Liabilities

The Trustees declare that:

7. Structure, governance and management

1. Type of Governing Document

Constitution – based on the Charity Commission’s model governing document for Foundation Charitable Incorporated Organisations, ie: where the Trustees are the only Members of the charity.

2. Charitable Objects

Energy Heroes adopted the Foundation model constitution for a Charitable Incorporated Organisation with the Object:

“To advance the education of the public in the subject of Energy Literacy, Energy Efficiency and Climate emergency mitigation.”

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes

Trustee Report For The Year Ended 31[st] August 2024

3. Statement by Charity Trustees

The Trustees agree that the work undertaken complies with the duty in section 4 of the 2006 Act to have due regard to guidance on public benefit published by the commission in relation to deciding what activities the charity should undertake.

4. Our Trustees

There must be at least three charity trustees. The maximum number of trustees is 12.

In accordance with the Constitution, Trustees are appointed or re-appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees.

In appointing Trustees due consideration is given to ensuring that the Trustees have, between them, the skills and experience necessary to manage the charity effectively and in accordance with charity law.

Our Team

We propose to continue to support our two excellent ‘Energy Heroes!’ project officers to develop their skills. We will do this through continued training with partner organisations as well as through our own monitoring and evaluation of performance and outcomes with schools and communities.

To enable the ‘Energy Heroes!’ programme to evolve, we have recruited a Project Manager to oversee our new project areas and to develop a more rigorous ‘Energy Heroes!’ monitoring and evaluation programme. Our cofounder Vikki Pendry will continue to provide consultancy services to the Programme and will take a lead on learning from and with similar national and international programmes.

8. Approval of the Board of Trustees

The Trustees declare that they have approved the above Annual Report & Statement of Financial Activity.

Signed on behalf of the Trustees.

Kate Gilmartin (Chair of Trustees)

Date: 19/02/2025

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes Independent Examiner’s Report For The Year Ended 31[st] August 2024

I report on the accounts of the charity for the year ended 31 Aug 2024.

Responsibilities and basis of report

As the charity’s trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act).

It is my responsibility to examine the accounts under section 145 of the Act. In carrying out my examination, I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent Examiner's Statement

Having completed by examination, I confirm that no matter came to my attention in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept as required by section 130 of the Act; or

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.

Arun Sharma, ACCA Root Accountants Ltd, Sandown House, Sandbeck Way, Wetherby, England, LS22 7DN 19/02/2025

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes

Statement of Financial Activities (including summary income and expenditure)

For The Year Ended 31[st] August 2024

Charity Number 1200378

2024
£
Income
Grants & Donations
101,900
Total Income
Expenses
Advertising
1,988
Contract Labour
68,517
Office Expense
603
Website service
932
Travel and Subsistence
-
Postage
930
Accountancy fees
900
Subscription
165
Bank charges
108
Depreciation
344
Total Payments
Deficit/Surplus of Receipts over Payments
Net Funds at 31 August 2024
2023
£
£
49,938
101,900
699
41,677
410
986
128
124
900
500
129
-
74,486
27,414
27,414
£
49,938

45,554
4,384
4,384

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes

Balance Sheet as on 31[st] August 2024

Charity Number 1200378

Funds Reconciliation
Cash at Bank & in hand 31 August
2024
Surplus/(deficit) this period
Funds Carried Forward
Fixed Assets
Cost
Addition during the year
As at 31 August 2024
Provision
Charge for the year
As at 31 August 2024
Net Book Value
As at 31 August 2024
As at 1 September 2023
Unrestricted
Funds
£
33,833
(2,034)
31,798
Restricted
Funds
Endowment
Funds
Total
2024
£
£
£
33,833
(2,034)
Total
2023
£

7,261

(2,877)
4,384
Computer
Equipment
£
1,650
1,650
344
344
1,306
-
Total
2023
£
7,261
(2,877)
-
-
31,798
4,384

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes

Balance Sheet as on 31[st] August 2024

Charity Number 1200378

Bank & Cash Balances
Bank Account
Current Liabilities
Trade Creditor
Credit Card
Accrual
2024
£
33,833
33,833
2,429
12
900
3,341
2023
£
7,261
7,261
1,977
-
900
2,877

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes

Accounts Approval

Charity Number 1200378

The company was entitled to exemption from audit under s477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to the small companies regime and in accordance with FRS 102 SORP.

Signed by one or two Trustees on behalf of all the trustees

Date of Approval – 19/02/2025

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024

Energy Heroes

Notes to the Accounts for the Year to 31st August 2024

Charity Number 1200378

5. Accounting policy

The accounts have been prepared under the historical cost convention.

The accounts have been prepared in accordance with FRS102 -1A. The Financial Reporting Standard applicable in the UK and Republic of Ireland and the Companies Act 2006 and the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities.

Restricted funds may be provided to the charity for particular purposes and may only be spent for the purposes for which they were given. Any balance remaining outstanding on a restricted fund at the end of the year is carried forward as a balance on the fund unless permission has been given by the funder to remove the restriction on the balance outstanding. Restricted funds will arise from grants and donations given to the charity for a specific reason.

Computer Equipment 25% reducing balance method

6. Trustee benefits, payments, and expenses

There were no payments, renumeration or expenses made to the trustees during the period.

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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2024