RIVERDALE PRIMARY SCHOOL PARENTTEACHER ASSOCIATION TRUSTEES'ANNUAL REPORT YEAR ENDING.30JUNE 2023 The trustees present their report and the unaudited accounts of the Parent Teacher Association (PTA) forthe year ended 30 June 2023 REFERENCE AND ADMINISTRATIVE DETAILS REGISTERED CHARITY NAME Riverdale Primary School Parent Teacher Association Charity registration nurnber 101075 The trustees The trustees who served the parent teacher association during the period were as follows: N. Sherrin K. McAllister V. Powell Independent examiner Mr G Simpson 2 Thornbrook Lisburn BT27 5LW STRUCTURE, GOVERNANCE AND MANAGEMENT The financial statements have been prepared in accordance with the accounting policies set out in notes to the accounts and comply with the PTA'S governing documcnt, the Charities Act (Northern Ireland) 2008 and Charities Act (Northern Ireland) 2013. The trustees delegate responsibility forthe management and operation of the PTA to members of a management committee who are appointed at the annual general meetin& all of whom are volunteers. STATEMENT OF TRUSTEES RESPONSIBILITIES The trustees (who are also members of the committee of the PTA) are responsible for preparing the Trustees, report and the financial statements in accordance with applicable law and United Kingdom Accounting standards. Charity law requires the trustees to prepare financial statements fcr each financial year which give true and fair view of the state of affairs of the charitable assoclation and of the income and expenditure of the PTA for that period. The trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the PTA and enable them to ensure that the financial statements comply with the Charitles Act (Northern Ireland) 2008 and 2013. They are also
responsible for safeguarding the assets of the PTA and hence for I.: preventlon and detettion of fraud and other irre8ularities. "Ig reasonable steps for the PUBLIC BENEFIT STATEMENT The trustees of the PTA confirm that they have had due regard for tlie guidance produced on public benefit by the Charity Commission for Northern Ireland and are pleased to report that during the year the charitable association has continued to accrue funds in order to provide public benefits ve activities will contribute to the through our activities. In particular, the trustees consider how the.. aims and objectives set out. OBJEcfivES AND AcfiviTIES The objective of the PTA is to advance the education of the pupils at Riverdale Primary School and assis in the provision of additional educational resources for the The public benefits, which come from these objective and activities, include enhanced educational progress of all pupils; fostering greater parentsl involvement in sthool life; and improved links with the local community. These benefits are demonstrated through feeG'back from puplls. parent5 {past and presentl, school governors and local residents. ACHIEVEMENTS AND PERFORMANCE After the success of the reintroduction of fundraising activities in "1021-?.2, the PTA were keen to continue thls theme with the aim of returning to the levels of fundrill4ing seen before the Covid-19 pandemic. An important fundraising actlvity of the Rlverdale PTA school caler.di¢ r has always been the Christmas Craft Fair in December. This returned to the calendar for December 2022 after a two year gap, and was as successful as it has always been. It was successfu! not only financially (accruing £1,321 in funds), but critically in restoring the community spirit of fiiverdale Primary School amongst the parents, teachers, children, and the local community. In March the PTA ran a quiz night for the parents at a local Hocke club. The decision was made to change the fomiat slightly by providing a curry meal, siipplied by a lor31 company, as part of the admission cost. Thi5 meant the cost of the admission to the quiz i. nflated from previous years and unfortuiiately did not prove a5 financialSy beneficial aJ previcLlS.years. The PTA has reflected on this and Vdill consider other options next year: one that will appeal 1.0 more parents and increase the V15ibility of the PTA. In May 2023. when the nights were brighter. RÉverdale Primary:ch(ioI held its school disco. Again this was a phenomenal success.. the children thoroughly enjoying th<th evening and raising £1,205 in the prosS. The PTA provided he.lpers forthe School's book fair and also orgar;ised refrpshments stalls at the school sports day in June. The PTA were able to make notable doiiations to the school thls aT&¢iL'¢ffiiC terni including yearly school planners for all Key sta8e 2 pupils {i881), Snappy Jack Edi',C¢d ioiial resources for Key Sta8e I {£7J91, and Series of books for both Key St<ige l and 2 {£2011)
FINANCIAL REVIEW The PTA bank account was at a healthy state at the beglnning of the academic year with £9464 in reserves. During the year the reserves increased through various activities: Christmas Craft Fair (1321) and School Disco (£1205); Quiz night {£151} and School sports Day {E322). This increase in funds allowed the PTA to make several donations to Riverdale Primary School during 2022-2023. The value of the donations was greater than the monies raised frorn fundraising, however, as no donations had been made to the school during the previous academic yearthis did not cause any concerns or reservations about the end of year balance of the PTA accounts. The PTA bank account was £8,645 at year end. (E736 deposited into pfA account after 3( June 2023 but considered as part of thesefunds ond this accounting process). RISK MANAGEMENT The members of the committee have overall responsibility for ensuring that the PTA has sn place an appropriate system of controls, financial and otherwise, to provide reasonable assurance that: The charity is operating efficiently Its assets are safeguarded against unauthorised use or disposition Proper records are maintained and financial information used within the charity or for publication is reliable The charity complies with relevant laws and regulations The charivs Systems of financial control are designed to provide reasonable, but not absolute assurance against material misstatement or1055 The major risks, to which the charity is exposed, as identified by the trustees, have been reviewed and system5 have been established to mitigate those risks. RESERVES POUCY The PTA'S policy is to retain a level of free reserves which matches the needs of the organi5ation both at the current time and In the foreseeable future. 288 Ballynahlnch Road
burii Co Antrim BT27 5LX Signed by order of the trustees: K McAllister Parent Teacher Association Secretary