Accountancy Solutions PARENT CARER VOICE NORTH YORKSHIRE Financial statements for the for the year ended 31st March 2024 ## Charity number: 1201947 Charitable Incorporated Organisation Registered England and Wales > **[Call: 07926 450 250 ] Email: info@hslaccountancysolutions.co.uk www.hslaccountancysolutions.co.uk** **PARENT CARER VOICE NORTH YORKSHIRE Contents of the financial statements for the year ended 31st March 2024** |**PARENT CARER VOICE NORTH YORKSHIRE**
**Contents of the financial statements**
**for the year ended 31st March 2024**|**PARENT CARER VOICE NORTH YORKSHIRE**
**Contents of the financial statements**
**for the year ended 31st March 2024**| |---|---| |_______________________________________________________________________________________________|| ||Page| |Administrative Details|1| |Trustees Report|2 - 7| |Independent Examiners Report|8| |Receipts and Payments Account|9| |Statement of Assets and Liabilities|10| |Notes to the accounts|11| **PARENT CARER VOICE NORTH YORKSHIRE Administrative details for the year ended 31st March 2024** _____________________________________________________________________________________ **Registered Charity number** 1201947 **Date of registration** 14[th] February 2023 **Trustees and Management Committee** Sandra Kathleen Bell James Edward Koppert Emma Elizabeth Locker ## **Administrative address** ## **Bankers** ## **Independent Examiner** PCV North Yorks PO Box 116 MALTON YO17 1DS Lloyds Bank Plc P O Box 1000 BX1 1LT Heera Singh FMAAT HSL Accountancy Solutions Ltd Enterprise House 61a Carr House Doncaster DN1 2BY Page 1 **PARENT CARER VOICE NORTH YORKSHIRE The trustees present their annual report for the year ended 31st March 2024** _____________________________________________________________________________________ ## **Governing document** The organisation is operated under the rules of its constitution which was adopted 14[th] February 2023. ## **Organisational structure and management** The organisation operates as a Charitable Incorporated Organisation (CIO), registered on 14[th] February 2023 with the Charity Commission. The organisation is governed by the Trustees, who determine strategic direction and policy. The day to day operation is also carried out by the Trustees. ## **Appointment of trustees** The Trustees are appointed under the rules of the constitution. There must be a minimum of three and a maximum of six Trustees. The current Trustees were appointed at the inauguration meeting. ## **Risk Management** The trustees have a duty to identify and review the risks to which the Charity is exposed to and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. ## **Objectives and activities** To relieve the needs of children and young people, including their parents, carers and families, who have disabilities and/or special educational needs in the North Yorkshire and surrounding areas in order to improve their quality of life, promote their inclusion in their local communities to help and support them to reach their full potential. ## **Main activities and Public benefit** In planning the activities during the year the Trustees have considered the Charity Commissions Guidance on public benefit. The Trustees have ensured that the organisation has worked to forward it's aims and objectives. ## **Activities and achievements** - A range of participation events, both large and small, including virtual and face to face. This included early engagement events, consultation events and a conference/AGM: - Ryedale Brunch (20 April 23) - Lets talk FEAST (24 May, 05 and 06 June) - Lets talk TRANSITIONS (15 June AM and PM) - Lets talk SENSORY PROCESSING (12 July AM and PM) - North Yorkshire Council Scrutiny Board (23 Oct face to face and virtual) - Dynamic Support Register (13 Nov 23 Morn, aft and evening) - Relax, learn and chat (22 and 27 Nov 23) Parent Q and A Session (29 Nov AM and PM/13 Dec AM and PM) - Winter wreath making (15 Dec 23) - Parent Carer Voice Annual Conference (11, 12 and 13th March 23) We held a 3 Day conference with the theme 'you are not alone' (2 face to face days and 1 virtual day/evening) - Work with support groups to provide meeting opportunities across the localities but in particular in Selby which was not previously served. - Increased social media presence and reach - Information collated and fed back to NYC & ICB & involvement in several NYC & ICB workstreams Production of a credit card 'parent pack' condensed flyer to promote PCV and other services. This was coproduced with SENDIASS, Carers Resource & Carers' Plus - 3 short film presentations to be used in schools giving the views of parent carers about the struggles they can face in parenting their children and young people with EBSA and/or ND and what they have found can help. This gives the voice of parents and families in their own words. Page 2 **PARENT CARER VOICE NORTH YORKSHIRE The trustees present their annual report for the year ended 31st March 2024** ## **Plans for the future** - Parent carers are informed about local and national information - Parent carers have the opportunity to participate in a range of events, both large and small, including virtual and face to face. This will include early engagement and consultation events - Parent Participation Officer attendance at existing locality based support groups leading to awareness raising and exchange of views - Meeting opportunities provided for parent/carers within areas not currently served by any support groups - Increased closed social media forum giving informal feedback and ideas - Information collated and fed back to NYC and ICBs - Regular involvement in several NYC & ICB workstreams to ensure Parent Carer voices are included at an early stage and throughout - Confident and well trained staff - Confident and well trained trustees able to support the continued growth of PCV ## **Reserves policy** The trustees have set a level equivalent to three months of full operating costs for the organisation as a desired level of reserve. This fund is a contingency in the event of a sudden reduction in income, in order to protect the future operation of the organisation from the effects of any unforeseen variations in its income and expenditure. It also provides a cash flow for grants and contracts that are paid in arrears. At the yearend 2024, predicted designated minimum reserves amounted to £20,681.80. These fuds have been set aside in the Designated Funds in the accounts. The policy is reviewed by Trustees on an annual basis. ## **Statement of trustees' responsibilities** Charity law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity at the year end and of its incoming resources and resources expended during that year. In preparing those financial statements, the trustees are required to: - select suitable accounting policies and then apply them consistently; - observe the methods and principles in the Charities SORP; where applicable - make judgements and estimates that are reasonable and prudent; - state whether applicable accounting standards and statements of recommended practice have been - followed subject to any departures disclosed and explained in the financial statements; and - prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business. The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. The trustees declare that they have approved the above report. Signed on behalf of the trustees Page 3 **Independent examiners report to the trustees of PARENT CARER VOICE NORTH YORKSHIRE for the year ended 31st March 2024** I report on the accounts of the charity for the year ended 31st March 2024 which are set out on pages 5 to 8. ## **Respective responsibilities of trustees and examiner** The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to: - examine the accounts under section 145 of the 2011 Act; - follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and - state whether particular matters have come to my attention. ## **Basis of independent examiner's report** My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a “true and fair view” and the report is limited to those matters set out in the statement below. ## **Independent examiner's statement** In connection with my examination, no matter has come to my attention: - 1 which gives me reasonable cause to believe that, in any material respect, the requirements: - to keep accounting records in accordance with section 130 of the 2011 Act; and - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or - 2 to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Mr Heera Singh FMAAT HSL Accountancy Solutions Ltd Enterprise House 61a Carr House Doncaster DN1 2BY Date: 27[th] July 2024 Page 4 **PARENT CARER VOICE NORTH YORKSHIRE Receipts and Payments Account for the year ended 31st March 2024** |**Receipts**
Grants and donations
**Total receipts**
**Payments**
Advertising/Promotional
Conference 22-23
Conference 23-24
Define Fine CIC
Infrastructure
Meetings
Meetings - Parent Carers
Parent View Videos
Payroll Expenses
PCV Library
Steering Group Expenses
Training
Trustee Expenses
**Total payments**
**Net payments/receipts**
**Transfers between funds**
**Balance brought forward at 1st April 2023**
**Balance carried forward at 31st March 2024**|**General Designated Restricted**
**Total**
**Fund**
**Funds**
**Fund**
**Fund**
**£**
**£**
**£**
3,000
0
82,147
85,147| |---|---| ||**3,000**
**0**
**82,147**
**85,147**| ||0
0
544
544
0
0
2,167
2,167
0
0
5,295
5,295
0
0
450
450
0
0
3,925
3,925
0
0
1,541
1,541
0
0
1,169
1,169
0
0
8,920
8,920
0
0
27,373
27,373
0
0
94
94
0
0
57
57
0
0
35
35
0
0
1,993
1,993| ||**0**
**0**
**53,562**
**53,562**| ||3,000
0
28,585
31,585
-13,634
20,682
-7,048
0
35,423
0
0
35,423| ||**24,790**
**20,682**
**21,537**
**67,008**| Page 5 **PARENT CARER VOICE NORTH YORKSHIRE Statement of Assets and Liabilities for the year ended 31st March 2024** |**Monetary assets**
Cash at the bank
**Represented by**
General funds
Reserves Policy
EBSA Project
**Creditors**
Accountancy fees|**General**
**Designated**
**Restricted**
**Total**
**Funds**
**Funds**
**Funds**
**Funds**
**£**
**£**
**£**
24,790
20,682
21,537
67,008| |---|---| ||24,790
24,790
20,682
20,682
21,537
21,537| ||24,790
20,682
21,537
67,008
450
0
0
450| ||450
0
0
450| The financial statements on pages 5 and 6 were approved by the Trustees and signed on their behalf by: Page 6 **PARENT CARER VOICE NORTH YORKSHIRE Notes to the financial statements for the year ended 31[st] March 2024** ## **1 Accounting policies** ## **1.1 Basis of preparation** These financial statements have been prepared under the historical cost basis and in accordance with the Charities Act 2011 and related Regulations. As the charity's level of income is below £250,000 the management Trustees have opted for the accounts to be prepared in a receipts and payment basis. This is in accordance with the Charity Commission guidelines for small charities and is seen as more appropriate for this project. ## **1.2 Fund Accounting** Incoming resources that may be applied for the charities general purposes are treated as unrestricted incoming resources and are credited to the unrestricted fund. Where a donation or grant is required to be used for a specific purpose, the amount concerned is treated as restricted income and is credited to the appropriate restricted fund. ## **2 Tangible fixed assets** There are no fixed assets during the period of these accounts. ## **3 Trustees remuneration, benefits and expenses** There were no trustees' remuneration in the period of these accounts. ## **4 Grants** ## **5** |**Grants**|||||| |---|---|---|---|---|---| ||||**General**|**Restricted**|**Total**| ||||**Fund**|**Fund**|**Funds**| ||||**£**|**£**|**£**| |Contact DforE - 23/24||||17,490|17,490| |North Yorkshire Council - EBSA Project||||21,537|21,537| |North Yorkshire Council||||33,120|33,120| |NHS Humber and North Yorkshire|||3,000||3,000| |Priority 23/24 - Contact a family||||10,000|10,000| ||||3,000|82,147|85,147| |**Movement of funds**|||||| ||**Balance at**|**Incoming**|**Expended**||**Balance at**| ||**01/04/2023**|**Resources**|**Resources**|**Transfers**|**31/03/2024**| ||**£**|**£**|**£**|
**£**|**£**| |**Restricted funds***|||||| |Contact DforE - 23/24|0|17,490|-17,490|
0|0| |North Yorkshire Council - EBSA
Project|0|21,537|0|
0|21,537| |North Yorkshire Council|0|33,120|-26,072|
-7,048|0| |Priority 23/24 - Contact a family|0|10,000|-10,000|
0|0| |**Designated funds**|||||| |Reserves policy|0|0|0|
20,682|20,682| |**Unrestricted funds**|||||| |General funds|35,424|3,000|0|
-13,634|24,790| ||||||| ||35,424|85,147|-53,562|
0|67,008| Page 7 **PARENT CARER VOICE NORTH YORKSHIRE Notes to the financial statements for the year ended 31[st] March 2024** ## **5 Movement of funds** ## ***Designated funds** These funds have been set aside by the Trustees to ring fence the funds required in line with the reserves policy. ## ***Restricted funds** Contact DforE - 23/24 - The grant is used to strengthen parent carer forums, so that parent carers can participate in the strategic planning and decision-making around services for children and young people aged 0 – 25 with SEND in their area. North Yorkshire Council - EBSA Project - Parent Carer Voice North Yorkshire has been commissioned by North Yorkshire Council and Humber and North Yorkshire ICB to develop guidance for schools on what was formerly known as ‘Emotion Based School Avoidance’ (EBSA) and we propose becomes known as Barriers to School Engagement and/or Attendance (BtSEA) North Yorkshire Council - Support service parent participation, engagement and co-production. Representing the voice of families with children and young people with SEND in North Yorkshire across education, health and social care. NHS Humber and North Yorkshire ICB - Support service parent participation, engagement and coproduction. Representing the voice of families with children and young people with SEND in North Yorkshire across education, health and social care. Contact DforE (Priority 23/24) - Produce short 'parent carer view' films on areas of SEND which can be misrepresented in schools such as; PDA, neuro-diversity, EBSA/BtSEA and school rules/policies. The emphasis on getting the voices of parent carers heard and ultimately encouraging schools to make changes that will benefit children with EBSA/BtSEA needs and the whole family and reduce parent carer blame. Page 8