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2025-02-28-accounts

REGISTERED COMPANY NUMBER: NI047633 (Northern Ireland) REGISTERED CHARITY NUMBER: 100855

REPORT OF THE TRUSTEES AND

AUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 28 FEBRUARY 2025

FOR

ACCEPT CARE LTD

Sumer Auditco Limited Finchale House Belmont Business Park Durham DH1 1TW

ACCEPT CARE LTD

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 28 FEBRUARY 2025

Page
Report of the Trustees 1 to 5
Report of the Independent Auditors 6 to 8
Statement of Financial Activities 9
Balance Sheet 10
Cash Flow Statement 11
Notes to the Cash Flow Statement 12
Notes to the Financial Statements 13 to 21

ACCEPT CARE LTD (REGISTERED NUMBER: NI047633)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2025

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 28 February 2025. 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 aims

Accept Care Ltd offers bespoke supported living care packages to people with learning disabilities, mental health issues and other diverse and complex needs. A unique plan is created for each service user that aims to meet their needs, wishes, preferences, ambitions and aspirations. This allows, where possible, for the individual to retain as much control as possible around their care. Accept Care Ltd also provides an individualised approach to support planning and positive risk management. Each individual is supported by a team of well-trained staff to ensure that the support provided is consistent in areas of social, emotional, physical, medical, educational, vocational, financial, leisure activities, along with recreational needs and wishes. Service users are actively involved in the recruitment of their staff wherever possible.

Significant activities

The supported living services are provided in properties rented directly by the individuals from a social care landlord. Accept Care Ltd operates within two blocks of eight flats, one seven-bedroom house, one nine-bedroom house, and a further two bedroom house. Supporting thirty-four service users in Ash Grove, Consett, Co Durham. There is a further four bedded house at Bearpark for people with complex autism and twenty flats at Esh Winning, Co Durham for clients with a mild to moderate learning disability.

Accept Care Ltd supports approximately fifty-seven people in their own homes and in the three main locations in Consett, Bearpark and Esh Winning. It also supports an additional ten people within the Inspiring Lives day service.

The services are funded by Durham County Council, Tees Esk and Wear Valley NHS Trust and the County Durham Clinical Commissioning groups. The service has one vacancy as of 20 May 2025. The service continues to work closely with commissioners and provides best value services that look hopeful for the future with high demand for the skills and expertise offered by the Charity.

The main aim of the Charity for the coming year is to continue to develop the Inspiring Lives day services so as to increase capacity and to move to paperless ways of working. We were inspected in February 2024 and have maintained our current grading with the Care Quality Commission (CQC) and that is rated "Good" in four areas. Safe, Effective, Caring, Responsive. Our rating for well led was uprated to outstanding.

Public benefit

The charity's aims and acheivements are set out within this report. The activities set out in this report have been undertaken to further the charities charitable purposes for public benefit.

Accept Care Ltd aims to improve the lives and well-being of individuals with learning disabilities, mental health issues and other complex needs enabling them to live in and be part of the community. Accept Care Ltd strive to improve the self-esteem and confidence of the individual enabling them to take part in day care activities, which will enhance their ability to make choices and live a more independent life.

Accept Care Ltd, is registered with The Care Quality Commission for England and Wales and registered as a charity in Northern Ireland on 19 November 2014.

Success for Accept Care is measured over a longer period of time than it is for most organisations. We have twice yearly surveys which are sent to service users, professionals, families and staff. This measures our success in the five areas identified by CQC. We are also responsive to comments, compliments and complaints which come into the organisation from time to time. The CQC undertakes contactless monitoring of the organisation through third party stakeholders on a regular basis. We get reports of this once undertaken.

Page 1

ACCEPT CARE LTD (REGISTERED NUMBER: NI047633)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2025

ACHIEVEMENTS AND PERFORMANCE

We have managed our reserve well in the face of significant pressures to support staff with the cost of living increases. We have plans to fill all vacancies. We have improved on staff satisfaction, staff turnover and reduced the number of complaints we have received. We continue to reduce the number of behavioural incidents we deal with which demonstrate that staff are reducing conflict and maintaining positive interactions with clients. We are embracing the principles of Positive Behavioural Support and are benefitting from a more person centred way of working.

FINANCIAL REVIEW

Reserves policy

The Trustees have reviewed the charity's needs for reserves and have agreed that financial reserves (the "Emergency Operating Reserve" - EOR) should be held.

It has no endowment funding and is entirely dependent for income on funding from year to year which is inevitably subject to fluctuation.

The target level for the EOR has been set at 60 days operating costs, excluding wages costs, a sum of approximately £60,000.

Designated Funds and Restricted Reserves

In addition to the EOR it was agreed that a designated funds reserve must be held to cover project costs outside the current operating budget and/or outside the current financial year. The level of this reserve will be the accumulated sum of all such funds in the accounts of the charity at each year end. The funds designated as at 28 February 2025 was £660,354.

We have no restricted funds on 28 February 2025.

When taking the commitments into account, the charity is left with £337,980 of unrestricted and undesignated reserves.

Tracking and managing shared payments between the Clinical Commissioning Groups and Durham County Council has been successful enabling us to recover a large amount of debt owed. We are now more accurately checking and tracking payments. We remain challenged by poor communications between both parties and failures in notifying us in changes of funding split changes, hourly rates and agreed dates for the start of funding splits. These have all been contributory to the issues we have faced in getting clarity over funding. Moving to scheduled payments has though improved matters though some individual amounts remain incorrect.

The hourly rate offered by Durham County Council for 24/25 was £19.20, this has now increased to £20.87 an increase of 8.70%, this rate comes into effect in 7th April 2025.

Our main risk is the unknown and the impact of further pandemics and changes in the economy and how that affects us to recruit, train and retain staff. To that end we are actively recruiting, and our retention is carefully monitored. Over the past year we have seen the effects of the cost of inflation. This has had a direct impact on us with staffing having the biggest impact. To ensure we stayed competitive and to support our employees through this period we increased the Personal Support Worker basic hourly rate has increased over the year by 10% to £13.21 to ensure we remain competitive and attract good quality staff. As a result, it has had reduced our reserves. For the current year we will monitor the economic climate and staffing levels closely. We still have sufficient levels of reserves to temporarily increase salaries or provide hardship bonuses to staff in the event of further inflation.

Our focus for the coming year is to increase and retain staffing levels, reduce the use of agency staff and to develop Inspiring Lives. The Development Centre is in the final stages of completion. Once the building is complete, we will be advertising to try and increase the number of clients who attend. We will continue to deliver a good quality service which is respected by all. We are still moving to more paper free ways of working and are currently moving to a new electronic recording system for all staff and client information.

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Page 2

ACCEPT CARE LTD (REGISTERED NUMBER: NI047633)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2025

Accept Care Ltd is a company limited by guarantee, having no share capital and governed by a Memorandum and Articles of Association.

Organisational structure

The current Management team is currently D M Nixon as Managing Director. Mrs T D Nixon is Head of Quality and Compliance. Ms T Daley as Head of Operations and Registered Manager. Ms J Peacock is HR and Finance Manager. Mrs J Malpass is Training and Development Manager ( now part time) Mrs Jan Lawrence is the Quality Manager.

Risk management

The trustees have a duty to identity and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

The biggest threat to services and disruption to services remains future pandemics. We continue to manage any outbreaks well and all have been contained relatively quickly and no one has been affected in the long term, with no deaths or additional disability as a result. We continue to be vigilant and have acquired significant stocks of PPE in the event of future shortages.

The Charity has been made aware of funding errors from its main funders at Durham County Council and the NHS Clinical commissioning groups. The charity continues to track and recover any under payments. We have improved our financial tracking processes to give greater evidence in the event of disputes.

Recruitment in an almost saturated environment continues to be challenging and as a result we have increased pay scales in an attempt to ensure we recruit the best staff possible. We have also upgraded our website which has been an excellent recruitment tool. We also use web promotion tools with Indeed to increase our rankings and viewability on line. Our recruitment continues to be strong coupled with improved rates of pay for staff with retention rates improving as well.

The development of day services will create more opportunities for the Charity and prevent other organisations from offering superior services to people, we support. It allows for a new range of opportunities for service users and better range of opportunities for income generation lessening dependence on the current main funders. We are now supporting some complex individuals within the service that have been unable to sustain similar placements in the past. This includes a number of external attendees that live at home with families. The day service is also now making a contribution to the overall service and hopes to eventually generate a small profit whilst adding value to the reputation of the Charity.

We have had no tribunal cases this year and HR processes have been further refined and enforced to help ensure full compliance with employment law.

Directors/Trustees

The board that was formed in 2015 continues to perform well with improved communications and performance being noted as the service transforms itself into a very credible and professional service. We have retired two trustees to ensure that only one trustee now remains who is indirectly funded by the charity. No trustees are now employees.

We aim to add further volunteer trustees with the aim of adding bid writing and fundraising experience in the near future. We are advertising with the VONNE network and want to attract people with previous experience of the care industry, we are mindful not to appoint people who do not share the aims and values of the charity, which has made recruitment of new trustees more difficult.

On appointment of a trustee they would have an opportunity to meet the rest of the board. The Managing Director would develop an induction plan for the trustee dependent on their area of expertise and interest. The Training and Development Manager would identify any training needs in accordance with the Trustee.

The board delegates much of its functions to the managing director who in turn consults the board on areas such as high-cost purchases (over £2k), salary changes and legal issues. It would also consult on things like legal issues and where the Charity is affected by changes in legislation.

All managers pay are discussed and approved by the board of trustees, In the event of the Managing Director and Head of Quality and Compliance these are discussed in private by the other trustees without the Managing Director and Head of Quality and Compliance being present. All Managers have an appraisal and the increase in salary is determined by performance and after an annual appraisal.

Page 3

ACCEPT CARE LTD (REGISTERED NUMBER: NI047633)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2025

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

NI047633 (Northern Ireland)

Registered Charity number

100855

Registered office

Glendinning House 6 Murray Street Belfast BT1 6DN

Trustees

D M Nixon P Smith F B Grand G M Mcardle

Senior Statutory Auditor

David Holloway BA FCA DChA

Auditors

Sumer Auditco Limited Finchale House Belmont Business Park Durham DH1 1TW

Senior Management Team

D M Nixon - Managing Director T Daley - Head of Operations T Nixon - Head of Quality and Compliance

STATEMENT OF TRUSTEES' RESPONSIBILITIES

The trustees (who are also the directors of Accept Care Ltd for the purposes of company law) are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) including Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland".

Company 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 charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing those financial statements, the trustees are required to

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Page 4

ACCEPT CARE LTD (REGISTERED NUMBER: NI047633)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2025

STATEMENT OF TRUSTEES' RESPONSIBILITIES - continued

In so far as the trustees are aware:

AUDITORS

The auditors, Sumer Auditco Limited, will be proposed for re-appointment at the forthcoming Annual General Meeting.

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

16.10.2025

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

........................................................................ P Smith - Trustee

Page 5

REPORT OF THE INDEPENDENT AUDITORS TO THE TRUSTEES AND MEMBERS OF ACCEPT CARE LTD

Opinion

We have audited the financial statements of Accept Care Ltd (the 'charitable company') for the year ended 28 February 2025 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement and notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland'.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditors' responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC's Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charitable company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other information

The trustees are responsible for the other information. The other information comprises the information included in the Annual Report, other than the financial statements and our Report of the Independent Auditors thereon.

Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard.

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

Page 6

REPORT OF THE INDEPENDENT AUDITORS TO THE TRUSTEES AND MEMBERS OF ACCEPT CARE LTD

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the Report of the Trustees.

We have nothing to report in respect of the following matters where the Companies Act 2006 requires us to report to you if, in our opinion:

Responsibilities of trustees

As explained more fully in the Statement of Trustees' Responsibilities, the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charitable company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

Our responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue a Report of the Independent Auditors that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Our audit must be alert to the risk of manipulation of the financial statements and seek to understand the incentives and opportunities for management to achieve this.

We undertake the following procedures to identify and respond to these risks of non-compliance: - the engagement partner ensured that the engagement team collectively had the appropriate competence, capabilities and skills to identify or recognise non-compliance with applicable laws and regulations;

Page 7

REPORT OF THE INDEPENDENT AUDITORS TO THE TRUSTEES AND MEMBERS OF ACCEPT CARE LTD

We assessed the susceptibility of the charitable company's financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by:

To address the risk of fraud through management bias and override of controls, we:

In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which included, but were not limited to:

Through these procedures, we did not become aware of actual or suspected non-compliance.

We planned and performed our audit in accordance with auditing standards but owing to the inherent limitations of procedures required in these areas, there is an unavoidable risk that we may not have detected a material misstatement in the accounts. The further removed non-compliance with laws and regulations is from the events and transactions reflected in the financial statements, the less likely we would become aware of it. The risk of not detecting a material misstatement due to fraud is higher than the risk of not detecting one resulting from error, as fraud may involve concealment, collusion, forgery, misrepresentations, or override of internal controls. We are not responsible for preventing non-compliance and cannot be expected to detect non-compliance with all laws and regulations.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at www.frc.org.uk/auditorsresponsibilities. This description forms part of our Report of the Independent Auditors.

Use of our report

This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company's members those matters we are required to state to them in an auditors' report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company's members as a body, for our audit work, for this report, or for the opinions we have formed.

David Holloway BA FCA DChA (Senior Statutory Auditor)

for and on behalf of Sumer Auditco Limited

Finchale House Belmont Business Park Durham DH1 1TW

Date: ............................................. 29-9-25

Page 8

ACCEPT CARE LTD

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 28 FEBRUARY 2025

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
3
Charitable activities
6
Care Services
Other trading activities
4
Investment income
5
Other income
Total
EXPENDITURE ON
Charitable activities
7
Care Services
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Unrestricted
funds
£
-
3,940,935
677
59,475
6,191
4,007,278
4,026,922
(19,644)
1,017,978
998,334
Restricted
fund
£
-
-
-
-
-
-
-
-
-
-
2025
Total
funds
£
-
3,940,935
677
59,475
6,191
4,007,278
4,026,922
(19,644)
1,017,978
998,334
2024
Total
funds
£
122
3,627,665
782
32,416
-
3,660,985
3,728,801
(67,816)
1,085,794
1,017,978

The notes form part of these financial statements

Page 9

ACCEPT CARE LTD (REGISTERED NUMBER: NI047633)

BALANCE SHEET 28 FEBRUARY 2025

Notes
FIXED ASSETS
Tangible assets
13
CURRENT ASSETS
Debtors
14
Cash at bank and in hand
CREDITORS
Amounts falling due within one year
15
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT
LIABILITIES
NET ASSETS
FUNDS
16
Unrestricted funds
TOTAL FUNDS
Unrestricted
funds
£
219,980
274,544
890,781
1,165,325
(386,971)
778,354
998,334
998,334
Restricted
fund
£
-
-
-
-
-
-
-
-
2025
Total
funds
£
219,980
274,544
890,781
1,165,325
(386,971)
778,354
998,334
998,334
998,334
998,334
2024
Total
funds
£
246,861
323,578
939,589
1,263,167
(492,050)
771,117
1,017,978
1,017,978
1,017,978
1,017,978

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 ............................................. and were signed on its behalf by:

............................................. P Smith - Trustee

The notes form part of these financial statements

Page 10

ACCEPT CARE LTD

CASH FLOW STATEMENT FOR THE YEAR ENDED 28 FEBRUARY 2025

Notes
Cash flows from operating activities
Cash generated from operations
1
Net cash used in operating activities
Cash flows from investing activities
Purchase of tangible fixed assets
Interest received
Net cash provided by investing activities
Change in cash and cash equivalents in
the reporting period
Cash and cash equivalents at the
beginning of the reporting period
Cash and cash equivalents at the end of
the reporting period
2025
£
(105,972)
(105,972)
(2,311)
59,475
57,164
(48,808)
939,589
890,781
2024
£
(106,256)
(106,256)
(1,621)
32,416
30,795
(75,461)
1,015,050
939,589

The notes form part of these financial statements

Page 11

ACCEPT CARE LTD

NOTES TO THE CASH FLOW STATEMENT FOR THE YEAR ENDED 28 FEBRUARY 2025

1. RECONCILIATION OF NET EXPENDITURE TO NET CASH FLOW FROM OPERATING ACTIVITIES

RECONCILIATION OF NET EXPENDITURE TO NET CASH FLOW FROM
ACTIVITIES
OPERATING
Net expenditure for the reporting period (as per the Statement of
Financial Activities)
Adjustments for:
Depreciation charges
Interest received
Decrease/(increase) in debtors
Decrease in creditors
Net cash used in operations
2025
£
(19,644)
29,192
(59,475)
49,034
(105,079)
(105,972)
2024
£
(67,816)
34,778
(32,416)
(21,613)
(19,189)
(106,256)

2.

ANALYSIS OF CHANGES IN NET FUNDS

At 1.3.24 Cash flow At 28.2.25
£ £ £
Net cash
Cash at bank and in hand 939,589 (48,808) 890,781
939,589 (48,808) 890,781
Total 939,589 (48,808) 890,781

The notes form part of these financial statements

Page 12

ACCEPT CARE LTD

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 28 FEBRUARY 2025

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.

The principle accounting policies adopted are set out below:

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.

Income from charitable activities is generated from contracts with the local government and/or NHS Trust to provide health and social care to a number of individuals for an agreed number of hours per a week. Any hours over the contracted amount for a specified purpose (e.g. emergency hospital visits) are invoiced on top of the contracted amount.

Grants are recognised once the charity becomes entitled to the funding and the amount can be measured reliably.

Where there are terms or conditions attached to incoming resources, particularly grants, then these terms or conditions must be met before the income is recognised as the entitlement condition will not be satisfied until that point. Where terms or conditions have not been met or uncertainty exists as to whether they can be met then the relevant income is not recognised in the year but deferred and shown on the balance sheet as deferred income.

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 costs 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.

Freehold property - 2% on cost Improvements to property - 10% on cost Plant and machinery - 25% on cost Fixtures and fittings - 15% on cost Motor vehicles - 25% on reducing balance Computer equipment - 25% on cost

Items over £250 which have an estimated useful life of 2 years or greater are capitalised within the balance sheet and depreciated.

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.

continued...

Page 13

ACCEPT CARE LTD

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 28 FEBRUARY 2025

1. ACCOUNTING POLICIES - continued

Fund accounting

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.

Going concern

The board recognises that the impact of inflation will influence the charity's ability to achieve a surplus in the coming year. The increase in overheads and cost of employment, with changes to taxation and labour rates, will lead to an adverse impact on results. The management team have worked hard to ensure overheads remain controlled to give employees a competitive salary and to offer investment and training opportunities to ensure the best care is given to clients. Overall, the trustees feel that the charity has adequate reserves to absorb the impact and can continue as a going concern.

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Financial instruments

The company has elected to apply the provisions of section 11 'Basic Financial Instruments' and Section 12 'Other Financial Instruments Issues' of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the company's balance sheet when the company becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Classification of financial liabilities

Financial liabilities and equity instruments are classified according to substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the company after deducting all of its liabilities.

Basic financial liabilities

Basic financial liabilities, including creditors, bank loans, other loans, and preference shares that are classified as debt, are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

continued...

Page 14

ACCEPT CARE LTD

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 28 FEBRUARY 2025

2. CRITICAL ACCOUNTING JUDGEMENTS AND KEY SOURCES OF ESTIMATION UNCERTAINTY

In the application of the company’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

Key sources of estimation uncertainly include:

Determining residual values and useful economic lives of tangible fixed assets

The company depreciates tangible fixed assets over their estimated useful lives. The estimation of the useful lives of assets is based on historic performance as well as expectations about future use and therefore requires estimates and assumptions to be applied by management. The actual lives of these assets can vary depending on a variety of factors, including technological innovation, product life cycles and maintenance programmes.

Judgement is applied by trustees when determining the residual values for tangible fixed assets. When determining the residual value trustees aim to assess the amount that the company would currently obtain for the disposal of the asset, if it were already of the condition expected at the end of its useful economic life. Where possible this is done with reference to external market prices.

3. DONATIONS AND LEGACIES

3. DONATIONS AND LEGACIES
2025 2024
£ £
Donations - 122
4. OTHER TRADING ACTIVITIES
2025 2024
£ £
Fundraising events 526 192
Sundry income 151 590
677 782
5. INVESTMENT INCOME
2025 2024
£ £
Deposit account interest 59,475 32,416

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NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 28 FEBRUARY 2025

6. INCOME FROM CHARITABLE ACTIVITIES

2025 2024
£ £
Client care fees 3,618,999 3,448,088
Client contributions 158,681 154,279
Workforce development fund 6,148 12,321
Grants - 12,977
3,783,828 3,627,665

All the above relate to care service activities.

7. CHARITABLE ACTIVITIES COSTS

Support
Direct Costs (see
Costs note 8) Totals
£ £ £
Care Services
2025
3,715,028 288,569 4,003,597
Care Services
2024
3,548,033 180,768 3,728,801

8. SUPPORT COSTS

Governance
Finance Other Costs Totals
£ £ £ £
Care Services
2025
11,577 263,663 13,329 288,569
Care Services
2024
2,124 167,463 11,181 180,768

Support costs, included in the above, are as follows:

Governance costs

Governance costs
2025 2024
Care
Services
Care
Services
£ £
Auditors' remuneration 5,100 4,500
Auditors' remuneration for non audit work 8,229 6,681
13,329 11,181

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NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 28 FEBRUARY 2025

9. NET INCOME/(EXPENDITURE)

Net income/(expenditure) is stated after charging/(crediting):

2025 2024
£ £
Auditors' remuneration 5,100 4,500
Other non-audit services 8,229 6,681
Depreciation - owned assets 29,192 34,778

10. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 28 February 2025 nor for the year ended 28 February 2024, however D Nixon was paid a consultancy fee as his role as Managing Director, please refer to related party disclosure note 17 for further information.

Trustees' expenses

During the year, £859 (2024: £Nil) was paid in expenses to a Trustee.

11. STAFF COSTS

Wages and salaries
Social security costs
Other pension costs
The average monthly number of employees during the year was as follows:
Employees
2025
£
3,215,028
258,849
60,635
3,534,512
2025
144
2024
£
2,991,178
234,081
56,097
3,281,356
2024
143

No employees received emoluments in excess of £60,000.

Key Management personnel is paid either via salaries or consultancy agreement, the total remuneration paid was £195,867 (2024: £183,255) during the year. Please refer to the Related Party Disclosures note 17 for further information.

12. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

INCOME AND ENDOWMENTS FROM
Donations and legacies
Charitable activities
Care Services
Other trading activities
Investment income
Total
Unrestricted
funds
£
122
3,627,665
782
32,416
3,660,985
Restricted
fund
£
-
-
-
-
-
Total
funds
£
122
3,627,665
782
32,416
3,660,985

continued...

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NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 28 FEBRUARY 2025

12.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL
EXPENDITURE ON
Charitable activities
Care Services
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
13.
TANGIBLE FIXED ASSETS
COST
At 1 March 2024
Additions
At 28 February 2025
DEPRECIATION
At 1 March 2024
Charge for year
At 28 February 2025
NET BOOK VALUE
At 28 February 2025
At 29 February 2024
ACTIVITIES - continued
Unrestricted
Restricted
funds
fund
£
£
3,728,801
-
(67,816)
-
1,085,794
-
1,017,978
-
Improvements
Freehold
to
property
property
£
£
158,748
145,243
-
-
158,748
145,243
25,643
67,340
3,175
11,822
28,818
79,162
129,930
66,081
133,105
77,903
Total
funds
£
3,728,801
(67,816)
1,085,794
1,017,978
Plant and
machinery
£
29,325
-
29,325
26,503
2,091
28,594
731
2,822

continued...

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NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 28 FEBRUARY 2025

13. TANGIBLE FIXED ASSETS - continued

Fixtures
and
Motor
fittings
vehicles
£
£
COST
At 1 March 2024
8,400
50,015
Additions
2,311
-
At 28 February 2025
10,711
50,015
DEPRECIATION
At 1 March 2024
2,423
32,240
Charge for year
1,451
4,444
At 28 February 2025
3,874
36,684
NET BOOK VALUE
At 28 February 2025
6,837
13,331
At 29 February 2024
5,977
17,775
14.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
Other debtors
Prepayments
Accrued income
15.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Social security and other taxes
Other creditors
Accruals and deferred income
Computer
equipment
£
32,302
-
32,302
23,023
6,209
29,232
3,070
9,279
2025
£
25,192
4,408
21,606
223,338
274,544
2025
£
8,991
99,641
233,231
45,108
386,971
Totals
£
424,033
2,311
426,344
177,172
29,192
206,364
219,980
246,861
2024
£
83,254
17,276
23,631
199,417
323,578
2024
£
3,106
93,795
361,177
33,972
492,050

continued...

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NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 28 FEBRUARY 2025

16. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Building fund
Development Centre refurbishment fund
Minibus replacement fund
Activity Equipment
Sustainability fund
Emergency fund
TOTAL FUNDS
Net movement in funds, included in the above are
Unrestricted funds
General fund
Building fund
TOTAL FUNDS
Comparatives for movement in funds
Unrestricted funds
General fund
Building fund
Development Centre refurbishment fund
Minibus replacement fund
Activity Equipment
Sustainability fund
Emergency fund
TOTAL FUNDS
as follows:
At 1.3.23
£
433,619
227,832
30,000
80,000
36,743
127,600
150,000
1,085,794
1,085,794
At 1.3.24
£
342,626
211,009
50,000
100,000
36,743
127,600
150,000
1,017,978
1,017,978
Incoming
resources
£
4,007,278
-
4,007,278
4,007,278
Net
movement
in funds
£
(51,382)
(16,434)
-
-
-
-
-
(67,816)
(67,816)
Net
movement
in funds
£
(4,646)
(14,998)
-
-
-
-
-
(19,644)
(19,644)
Resources
expended
£
(4,011,924 )
(14,998)
(4,026,922 )
(4,026,922 )
Transfers
between
funds
£
(39,611)
(389)
20,000
20,000
-
-
-
-
-
At
28.2.25
£
337,980
196,011
50,000
100,000
36,743
127,600
150,000
998,334
998,334
Movement
in funds
£
(4,646)
(14,998)
(19,644)
(19,644)
At
29.2.24
£
342,626
211,009
50,000
100,000
36,743
127,600
150,000
1,017,978
1,017,978

continued...

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NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 28 FEBRUARY 2025

16. MOVEMENT IN FUNDS - continued

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

Unrestricted funds
General fund
Building fund
TOTAL FUNDS
Incoming
resources
£
3,660,985
-
3,660,985
3,660,985
Resources
expended
£
(3,712,367 )
(16,434)
(3,728,801 )
(3,728,801 )
Movement
in funds
£
(51,382)
(16,434)
(67,816)
(67,816)

As well as the general fund, the charity currently maintains six further designated funds, all of these funds are unrestricted:

Building Fund

It is the charity's policy that the development centre, along with any improvements made, are carried in a capital fund to reflect that these funds would only be released if the property was ever sold.

Development Centre Refurbishment Fund

The Trustees designated £137,899 to invest in the continued refurbishment of the development centre. At the balance sheet date £50,000 remains unspent.

Minibus Replacement Fund

The Trustees ringfenced £100,000 to replace the current minibuses with electric minibuses in the coming years. At the balance sheet date £100,000 remains unspent.

Activity Equipment Fund

The Trustees designated £40,000 to acquire activity equipment for the development centre to be used by the beneficiaries. At the balance sheet date £36,743 remains unspent.

Sustainability Fund

The Trustees earmarked £127,600 to the sustainability fund to help reduce the cost of overheads and to help improve our environmental In footprint. At the balance sheet date £127,600 remains unspent.

Emergency Fund

The Trustees had earmarked £150,000 to the Emergency Fund to support the organisation if another pandemic happens. At the balance sheet date £150,000 remains unspent.

17. RELATED PARTY DISCLOSURES

During the year the company paid consultancy fees totalling £140,772 (2024: £130,863) and goods for £200 (2024: £Nil) to Inspire Insight CIC, a company controlled by a Trustee of the charity and his spouse. This remuneration was paid in respect of services provided to the charity not in connection with the role of Trustee.

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