OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

2024-12-31-accounts

REGISTERED COMPANY NUMBER: 01700787 (England and Wales) REGISTERED CHARITY NUMBER: 802164

Trustees' Report and

Unaudited Financial Statements for the Year Ended 31 December 2024

for

The Society Of Musculoskeletal Medicine

(A Company Limited by Guarantee)

The Society Of Musculoskeletal Medicine

Contents of the Financial Statements for the Year Ended 31 December 2024

Page
Reference and Administrative Details 1
Trustees' Report 2 to 6
Independent Examiner's Report 7
Statement of Financial Activities 8
Balance Sheet 9 to 10
Notes to the Financial Statements 11 to 16
Detailed Statement of Financial Activities 17

The Society Of Musculoskeletal Medicine

Reference and Administrative Details for the Year Ended 31 December 2024

TRUSTEES L Entwistle Chartered Accountant (appointed 27.2.24) E L Atkins Physiotherapist G Cameron Medical Practitioner G Hebenton Chartered Physiotherapist J Neilson Health Care Manager D A Reid General Practitioner J P Smith Physiotherapist N Worth Physiotherapist REGISTERED OFFICE Somm 4th Floor 151 Dale Street Liverpool L2 2AH REGISTERED COMPANY 01700787 (England and Wales) NUMBER REGISTERED CHARITY 802164 NUMBER IINDEPENDENT EXAMINER Peter Wilson FCA Rockfield Business Centre 512 Darwen Road Bromley Cross Bolton BL7 BDX

Page 1

The Society Of Musculoskeletal Medicine

Trustees' Report for the Year Ended 31 December 2024

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 December 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and activities

The Society of Musculoskeletal Medicine (SOMM) - formerly the Society of Orthopaedic Medicine - is an educational charitable company that was formed in 1979 to develop the seminal work of Dr James Cyriax MRCP and to promote the theory and the practice of musculoskeletal medicine.

SOMM provides a comprehensive programme of post graduate courses for physiotherapists and doctors that run primarily throughout the UK but invitations further afield are always considered and courses in Europe and South East Asia have been delivered in the past.

The Society has a committed team of tutors who have many years of experience practicing musculoskeletal medicine in many different arenas - NHS, sport, private practice and the armed forces. This brings diversity and interest in the courses and ensures a stimulating and varied learning experience.

The main objective of the Society during the past 12 months has been to sustain our ability to provide high quality musculoskeletal medicine training to result in better medical treatment for patients.

Our strategy has continued to focus on the need to strengthen our existing offering to current markets, in particular our international courses and our injection therapy courses

Public Benefit

The objects for which The Society of Musculoskeletal Medicine has been established are:

To benefit the public through the promotion and advancement of musculoskeletal medicine.

We will provide education to facilitate the practice, study and publication of research within this field.

The trustees have paid due regard to the Charity Commission guidance on public benefit in deciding SOMM activities to be undertaken and have only pursued activities with a public benefit outlined below.

The core activity of the Society is the teaching of musculoskeletal medicine through Foundation course modules, which aim to provide students with a practical approach to the clinical diagnosis and treatment of musculoskeletal conditions.

The outcome is a public benefit through being diagnosed or treated by medical practitioners or allied health professionals that are trained in SOMM principles and subsequently have confidence to practise this important area of medicine.

There is public benefit gained through sharing knowledge in this way so that patients receive the best possible diagnosis and treatment from fully informed doctors and allied health professionals.

ACHIEVEMENT AND PERFORMANCE

Charitable activities

SOMM appointed a chair of education to resource a robust commitment to supporting our tutors and to promoting our courses.

We also addressed the need to sustain our teaching capacity following the loss of some key tutors. During the last financial year, the Society delivered 11 foundation courses to 191 students..

A total of 88 students attended our Theory and Practice of Injection Therapy Module and 70 students attended our Injection Therapy IT CPD Update Day.

The MSc Muscoloskeletal Medicine came to the end of its validation period at Queen Margaret University (QMU) Edinburgh on 31st August 2024.

Therefore, a total of 349 students were trained by SOMM in 2024.

Page 2

The Society Of Musculoskeletal Medicine

Trustees' Report for the Year Ended 31 December 2024

FINANCIAL REVIEW

Financial review

Total income for the period was £281,704 (2023: £249,225).

Total expenditure for the period was £274,289 (2023:£261,731).

The net gain for the year prior to gains and losses on investments was £7,415 (2023: loss £12,506). Gains on our investments of £12,025 during the year (see note 10) meant that our final position was a gain for the year of £19,440 (2023 deficit for the year of £2,378 following gains on investments of £10,128).

At the end of 2024 the fixed asset investments were valued at £228,790 (2023: £209,977)

The Society has a current bank account which at the year-end totalled £37,088 (2023: £79,030).

Investment policy

£228,790 is held in a broad range of investment funds, with an overarching conservative objective in order to minimise risk and safeguard the funds.

Quilter Cheviot is the appointed investment advisor, and they manage SOMM funds on a discretionary basis. This enables an improved speed of decision-making as the appointed investment managers are authorised to move funds according to market conditions.

The Council has requested that portfolio of investments be managed cautiously, within agreed parameters.

The Society Manager and Treasurer receive regular investment performance reports from Cheviot Asset Management, and can access real time valuations at any given juncture

Reserves policy

It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month's expenditure. The trustees consider that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charity's current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the year.

Page 3

The Society Of Musculoskeletal Medicine

Trustees' Report for the Year Ended 31 December 2024

FINANCIAL REVIEW

Risk Policy

The Council has assessed the major risks to which the charitable company is exposed. These have been identified as follows:

The following measures were implemented to address these risks:

The Council is satisfied that HR, legal, IT and Health & Safety obligations currently have sufficient control systems in place.

All risks continue to be thoroughly reviewed annually.

Page 4

The Society Of Musculoskeletal Medicine

for the Year Ended 31 December 2024

Trustees' Report

STRUCTURE, GOVERNANCE AND MANAGEMENT Structure, governance and management

The organisation is a charitable company; limited by guarantee (registered in England and Wales No.01700787) originally formed in 1979 and was incorporated on 11th January 1983. The company was established under a Memorandum of Association, which established the objects and powers of the company and is governed by its Articles of Association.

The charitable company was registered with the Charities Commission (registered number 802164) on 17th January 1990 as a charity for the benefit of the public in relieving sickness by promoting and advancing the use, study and science of orthopaedic medicine and by providing facilities for treatment, education, study and research therein.

The charitable company changed its name from The Society of Orthopaedic Medicine on 21 January 2013.

The trustees, who are also the directors for the purpose of company law, and who served during the year and up to the date of signature of the financial statements were:

Mr N Worth Mr L Entwistle Dr G Cameron Dr D A Reid Dr E L Atkins MBE Mr J P Smith Mr G Hebenton Mrs J Neilson

Members of the Council are elected/re-elected at the Annual General Meeting by the membership.

According to SOMM's constitution, 1/3 of elected Councillors will retire by rotation at each Annual General Meeting, with those that have been longest in office being first to retire. Officers of the Society are exempt from retiring for re-election partway through their term of office.

Some of the trustees are remunerated by the Society of Musculoskeletal Medicine (SOMM) for their professional services in teaching musculoskeletal medicine on behalf of SOMM. The Society governance includes strict policies and procedures that are in place to safeguard the organisation against any potential conflict of interest that might arise through such remuneration.

No Council members are remunerated for their trusteeship services.

Trustee Recruitment and Appointment

SOMM's constitution requires that Councillors be elected to office by the membership.

A call for nominations was sent to all SOMM members in advance of the Annual General Meeting. Additionally, SOMM Council has the power to co-opt individuals.

All co-options are valid for 1 year until the date of the next Annual General Meeting, at which point Council may decide to renew the co-option.

Page 5

The Society Of Musculoskeletal Medicine

Trustees' Report for the Year Ended 31 December 2024

STRUCTURE, GOVERNANCE AND MANAGEMENT Trustee Induction and Training

All newly-elected trustees are sent an induction pack which includes the following items:

SOMM trustees are the main decision-makers for the organisation, and the trustee board is known as Council.

Trustees are updated on SOMM activities and performance through regular email communications from the Society Manager, at Council meetings, strategic planning meetings, and any other ad hoc meetings.

Sub-committees include the Education Committee.

All Committees have specific Terms of Reference which outline their responsibilities and reporting structure. All sub-committees report to SOMM Council.

Council has agreed a target that all incoming trustees should attend formal trustee training, and has also proactively encouraged current trustees to attend such training. To date, 50% of current trustees either have already received formal training or are planning to attend a training course in the coming year.

The Society Manager manages the performance and administration of the organisation, and attends all Council and Committee meetings.

Annual budgets are prepared by the Society Manager in collaboration with the office lead for finances and the Treasurer for approval by Council.

Council receives regular management accounts reports throughout the year.

Council has delegated authority for financial decisions up to the value of £10,000 to the Treasurer, and Society Manager, providing there is unanimity across the group. This policy is beneficial operationally because it enables timely decisions to be made and implemented.

Many action points have arisen including increasing financial, business and marketing skills on the Council, clarifying the relative roles of Society Manager and Council, increasing strategic activity, improving communications and decision-making.

Small company provisions

This report has been prepared in accordance with the special provisions relating to small companies within Part 15 of the Companies Act 2006.

Approved by order of the board of trustees on 21 May 2025 and signed on its behalf by:

L Entwistle - Trustee

Page 6

Independent Examiner's Report to the Trustees of The Society Of Musculoskeletal Medicine

I report to the trustees on my examination of the financial statements of The Society Of Musculoskeletal Medicine (the charity) for the year ended 31 December 2024.

This report is made solely to the charity's trustees, as a body, in accordance with section 145 of the Charities Act 2011. My work has been undertaken so that I might state to the charity's trustees those matters I am required to state to them in this report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity's trustees as a body, for my work, for this report, or for the opinions I have formed.

Responsibilities and basis of report

As the trustees of the charity (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 (the 2006 Act).

Having satisfied myself that the financial statements of the charity are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the charity's financial statements carried out under section 145 of the Charities Act 2011 (the 2011 Act). In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

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

1 accounting records were not kept in respect of the charity as required by section 386 of the 2006 Act; or 2 the financial statements do not accord with those records; or

3 the financial statements do not comply with the accounting requirements of section 396 of the 2006 Act 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; or

4 the financial statements have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

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 financial statements to be reached.

Peter Wilson FCA

21 May 2025

Page 7

The Society Of Musculoskeletal Medicine

Statement of Financial Activities for the Year Ended 31 December 2024

31.12.24 31.12.23
Unrestricted Total
fund funds
Notes £ £
INCOME FROM: FROM
Charitable activities
Charitable 274,748 241,057
Investment income 2 6,956 8,168
Total 281,704 249,225
EXPENDITURE ON
Raising funds 3 26 629
Charitable activities
Charitable 274,263 261,102
Total 274,289 261,731
Net gains on investments 12,025 10,128
NET INCOME/(EXPENDITURE) 19,440 (2,378)
RECONCILIATION OF FUNDS
Total funds brought forward 140,215 142,593
TOTAL FUNDS CARRIED FORWARD 159,655 140,215

The notes form part of these financial statements

Page 8

The Society Of Musculoskeletal Medicine

Balance Sheet 31 December 2024

31.12.24
Unrestricted
fund
Notes
£
FIXED ASSETS
Tangible assets
8
3,465
Investments
9
228,790
232,255
CURRENT ASSETS
Stocks
10
5,144
Debtors
11
24,509
Cash in hand
37,088
66,741
CREDITORS
Amounts falling due within one year
12
(139,341)
NET CURRENT ASSETS
(72,600)
TOTAL ASSETS LESS CURRENT
LIABILITIES
159,655
NET ASSETS
159,655
FUNDS
13
Unrestricted funds
159,655
TOTAL FUNDS
159,655
31.12.23
Total
funds
£
4,621
209,977
214,598
7,526
25,900
79,030
112,456
(186,839)
(74,383)
140,215
140,215
140,215
140,215

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 December 2024.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 December 2024 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

continued...

Page 9

The Society Of Musculoskeletal Medicine

Balance Sheet - continued

31 December 2024

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 21 May 2025 and were signed on its behalf by:

L Entwistle - Trustee

The notes form part of these financial statements

Page 10

The Society Of Musculoskeletal Medicine

Notes to the Financial Statements for the Year Ended 31 December 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value.

Financial reporting standard 102 - reduced disclosure exemptions

The charitable company has taken advantage of the following disclosure exemption in preparing these financial statements, as permitted by FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland':

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Plant and machinery - 25% on reducing balance Fixtures and fittings - 25% on reducing balance Computer equipment - 25% on reducing balance

Stocks

Stocks are valued at the lower of cost and net realisable value, after making due allowance for obsolete and slow moving items.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

continued...

Page 11

The Society Of Musculoskeletal Medicine

Notes to the Financial Statements - continued for the Year Ended 31 December 2024

2. INVESTMENT INCOME
31.12.24 31.12.23
£ £
Income from listed investments 6,627 8,094
Interest receivable 329 74
6,956 8,168
3. RAISING FUNDS
Investment management costs
31.12.24 31.12.23
£ £
Investment management 26 629
4. NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
31.12.24 31.12.23
£ £
Depreciation - owned assets 1,156 1,540
5. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 31 December 2024 nor for the y
ended 31 December 2023.
6. STAFF COSTS

There were no trustees' remuneration or other benefits for the year ended 31 December 2024 nor for the year ended 31 December 2023.

The average monthly number of employees during the year was as follows:

31.12.24 31.12.23
Charitable Activities 4 2
No employees received emoluments in excess of £60,000.
7. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
fund
£
INCOME FROM: FROM
Charitable activities
Charitable 241,057
Investment income 8,168
Total 249,225
EXPENDITURE ON
Raising funds 629
Charitable activities
Charitable 261,102
Page 12 continued...

The Society Of Musculoskeletal Medicine

Notes to the Financial Statements - continued for the Year Ended 31 December 2024

7. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued

Unrestricted
fund
£
Total 261,731
Net gains on investments 10,128
NET INCOME/(EXPENDITURE) (2,378)
RECONCILIATION OF FUNDS
Total funds brought forward 142,593
TOTAL FUNDS CARRIED FORWARD 140,215
8. TANGIBLE FIXED ASSETS
Fixtures
Plant and and Computer
machinery fittings equipment Totals
£ £ £ £
COST
At 1 January 2024 and 31 December 2024 5,646 8,604 9,289 23,539
DEPRECIATION
At 1 January 2024 5,600 8,102 5,216 18,918
Charge for year 12 126 1,018 1,156
At 31 December 2024 5,612 8,228 6,234 20,074
NET BOOK VALUE
At 31 December 2024 34 376 3,055 3,465
At 31 December 2023 46 502 4,073 4,621
9. FIXED ASSET INVESTMENTS
Listed
investments
£
MARKET VALUE
At 1 January 2024 209,977
Valuation changes 12,025
Movement capital & cash a/cs 6,788
At 31 December 2024 228,790
NET BOOK VALUE
At 31 December 2024 228,790
At 31 December 2023 209,977
There were no investment assets outside the UK.

continued...

Page 13

The Society Of Musculoskeletal Medicine

Notes to the Financial Statements-continued
for the Year Ended 31 December 2024
10.
STOCKS
Finished goods & for resale
11.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
Other debtors
Prepayments and accrued income
12.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Other tax and social security
Other creditors
Deferred income
Accrued expenses
13.
MOVEMENT IN FUNDS
At 1.1.24
£
Unrestricted funds
General fund
140,215
TOTAL FUNDS
140,215
Net movement in funds, included in the above are as follows:
Incoming
Resources
resources
expended
£
£
Unrestricted funds
General fund
281,704
(274,289)
TOTAL FUNDS
281,704
(274,289)
31.12.24
31.12.23
£
£
5,144
7,526
31.12.24
31.12.23
£
£
19,475
20,864
-
3,437
5,034
1,599
24,509
25,900
31.12.24
31.12.23
£
£
39,232
37,051
4,127
3,454
30,852
31,628
64,050
111,129
1,080
3,577
139,341
186,839
Net
movement
At
in funds
31.12.24
£
£
19,440
159,655
19,440
159,655
Gains and
Movement
losses
in funds
£
£
12,025
19,440
12,025
19,440

continued...

Page 14

The Society Of Musculoskeletal Medicine

Notes to the Financial Statements - continued for the Year Ended 31 December 2024

13. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General fund
TOTAL FUNDS
At 1.1.23
£
142,593
142,593
Net
movement
in funds
£
(2,378)
(2,378)
At
31.12.23
£
140,215
140,215

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
249,225
249,225
Resources
expended
£
(261,731)
(261,731)
Gains and
Movement
losses
in funds
£
£
10,128
(2,378)
10,128
(2,378)
Gains and
Movement
losses
in funds
£
£
10,128
(2,378)
10,128
(2,378)
(2,378)

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
TOTAL FUNDS
At 1.1.23
£
142,593
142,593
Net
movement
in funds
£
17,062
17,062
At
31.12.24
£
159,655
159,655

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
530,929
530,929
Resources
expended
£
(536,020)
(536,020)
Gains and
Movement
losses
in funds
£
£
22,153
17,062
22,153
17,062
Gains and
Movement
losses
in funds
£
£
22,153
17,062
22,153
17,062
17,062

Page 15

continued...

The Society Of Musculoskeletal Medicine

Notes to the Financial Statements - continued for the Year Ended 31 December 2024

14. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 December 2024.

Page 16

The Society Of Musculoskeletal Medicine

Detailed Statement of Financial Activities for the Year Ended 31 December 2024

Detailed Statement of Financial Activities
for the Year Ended 31 December 2024
31.12.24 31.12.23
£ £
INCOME FROM:
Investment income
Income from listed investments 6,627 8,094
Interest receivable 329 74
6,956 8,168
Charitable activities
Charitable activities 273,818 234,417
Other income 930 6,640
274,748 241,057
Total incoming resources 281,704 249,225
EXPENDITURE
Investment management costs
Investment management 26 629
Charitable activities
Wages 85,858 55,460
Rent and rates 8,595 10,943
Insurance 517 517
Telephone and internet 1,211 3,969
Printing, postage & stationery 1,641 2,132
Promotion and advertising 3,223 1,973
General expenses 9,783 7,159
Computer and website costs 2,207 3,273
Subscriptions 3,311 2,487
Repairs and renewals 557 493
Meeting costs 14,224 21,928
Bank charges 3,930 3,097
Legal and professional fees 4,847 4,196
Accountancy 2,240 3,000
Courses and examination costs 130,963 138,935
Depreciation of tangible fixed assets 1,156 1,540
274,263 261,102
Total resources expended 274,289 261,731
Net income/(expenditure) before gains and
losses 7,415 (12,506)
Realised recognised gains and losses
Revaluation of investments 12,025 (919)
Sale of investments - 11,047
Net income/(expenditure) 19,440 (2,378)

This page does not form part of the statutory financial statements

Page 17