Shopmobijity Lochaber SCIO Scottish Charity Numbet SC032332 Annual Report and Financial Statements Fot the year ended 31st March 2024 OcHAosfr Trustees. Annual Report For the year ended 3tst Marth 2024 The trustees have pleasurÈ in presentin8 theit reptsitto8etherwl.èk the financial statemeYt5 fDr the year ended 31st Mar'ch 2024. Reference èttd Admlnlrtr Charity Name 5hDpmobility Lochaber SCIO AddFe5S The Portacabin. Matradane Way. Fort Willl3m, PH33 6GD eankers Bank of Scotland, FOTE William Branch. PO BoX IDDO. 8X? ILB Independent Examlner Finance M3noger. Voluntary Artion Lochaber. An Drochaid, ClagEan Rokd, Fort William, PH33 6PH Curremt Trustees Siaff erna ement Q7nStltufjon Shopmob*lity Lochaber are a Scottish Cnafjlable Incorporated Orgoni5ation (S￿01. It Wa5 incorwrnted on 17th May, 2C112 as a."esult of a thtinge ttr SCIO application Li¥ 5C032332 Shopmobility Lochaber which was 3n unincorporated 8SSOClation registered as a charity 5illce 2nd O¢tsbtrr. 2001. The assets of the unirF*orporated èssoclatlim were transfeired to the SCIO on ihe date of incorporation as 3 SCIO. Appointment of tru5teE5 At eath Allnual GenÈral MÈeting IAGNII the members Mè! elttt any metnber to be a charity trustee. The Board may at any rime appoint ani member to be ? charitytrustee_ All trustees are Èlectpd to serve as board rnember5 for a pÈr10d of 2 Years. Afterthe 2 year peritsd, they m3Y Still make theFr5elve5 av?116blc tgr re-ele¢iitsD. to tht post they hcsld. At the AGM, ail of the charity tru5Èees mktst retire from office btjt are eligible frir re-elerti9n. Tht maximum nvmber or charity trv51eE5 S 5, the minimum is 3. dAL tvtiles Charitable purpuses The purposes of the Chartty are.. 11 to relieve the r¥eeds of people with disabilities. 21 to 5Eek ￿ Improve tatilities lor disabled person5 artd all people with mobility difficulties andlor sen50ry or mental Impairmenrs whlch could Impede mobility. Page 2 of 10 Actlvitles Tht5 has been a year ol mafly hiEh5 ano lows. Amongst the lows were rhe loss ottwo o* ovr $4alwarts. Decew,ber 2023 and shtsrtly afr.e", n January of thi5 year. John served as both a voiurnteer ano later as our Tre2&urer on thv ComFr,Ittee pievi(3u%ly spoiisored tsne uf LEur large buggies and his photo was on it until it Ve￿t￿311¥ faded layed a verylofge part in turt)ittg Shopmobiliry Lochabe", 3roup.ll It bec4mf. viable due to her motivation ané organising skills. It bècame a pleasant and happy woFkplace. 80th 4* sadly missed. hlevements and Perform 2023j2024 was a particu12rly challenging yea¥, but fortunatefy the project Wa$ able to survive arbd tlnlsh on a hish note. The main aim of the Project dvFir.g 2023 was to eiisure it5 finajeial 5tabil",tY4 and work with our service use15 in the commÈÈrilty to ensure their wellbeing and provide an¥ pracrical help within our remit. f rotn April 1023- March 2024 ha5 seen a siinifitant rise in rcgistrJtions don3tiofts, th￿5 was duÈ to the return ol free mowemert. Iloweve tne mobile cervice ha5 been actlVE each doy except S￿ndaYs. By the 2nd af Mar¢h 2024 there had be@r, È total of 23a5 ie8.'Stered service ysers, tsf v4hicl 140 were new registiativns from April 2023 Shoprnob*iity Lochaber hB5 a ￿bUst Tnonitoring s￿le￿ to analyse the use5 of mobility equipment, throughoutthe year. Froffl the iftformation co113ted in 202312024 the re9ults are as follows.. Qtr. I 91 61 31 12 113 31 102 Qtr. 2 31 95 J1 23 14 100 ljtr. 3 66 23 73 20 tos 38 60 Qtr. 4 23 75 53 79 04 32 For 2023- 2024, Shopping use is moye th2ll double that of Home ose. In this period we have had 140 new Customers, which is a sixnificant Improvement on previous yeary. Juiing the year, the prtsject has been working hard to e#stsie the most Isolated service vsers are able to èccess the servi£e. Pa8e 3 ot io meÈrt SeÉvicin The robust service rota is stlll In plate 311 equipment has been serviced over the year, Shopmobility has incre35ed its fTeet of 30 type5 of kooters. ranging between Boot Scooter5, Pavemenr Scooters. and general-purpose vehicles, as well as 12 m?rTual wheelch3ir5 and 6 walkers. The Project has experienced the kindness of the lotsl community wilh manv eqk5ipment donation5, who are able to name the equipment in memorE31 to lost loved ones. AmoDg5t oui eouipmÈnt aro also bathroDtll aSSlStance aids. The cost to replace each piece of mobility equiprnent can r3nge betWEeTr £80O-£2SDO Tht equipment generally requires an annual service, however ShDpmobility hatrÈ a stricr seNice rota. due to the high usage of the ride-on equipment. The project hès increased the amount of equipment available for the local community. The lockable container which was purchased to store 311 our sm311 equipynent svch as wheelchairs, rollators and variou5 Other odds and end5 which are 50metime5 in Llernand, is well stocked. Marketin Shopmobility Lochaber has a wide r3nge of marketing materials. including leaflets, business cards, ènd personally designed fridge rnag￿ets and keyrtngs, completed by a local primary school in e3rly 2019, FundÉt7 and Accounts Shopmobility has recently received the Brcoullts for 2023- 2024, which have been duly veThlied by Voluntary Action Lochaber, and are available for a15 to view upon request. Fundin Re£etved 5hopmobiliry Lochaber m3n3ged to apply foi funding from The National Lottery Award5 ForAII of £5.472 and was In receipt of the £8.000 from The Corr3 Found3tion (Henry Duncan Fund). That hÈlpÈd ta sustain the project through the year. Don3tions, from long and short-term scooter use totalled £8,945 lor the yeèr. so all in all itwas a fairly fruitful year. Shopmobility lochaber is con515tently overwhelmed by the support received by Service Users 3nd local buslnesses alike and would like to take this opportunity to thank everyone for their help throughout the year. It 15 proposed that Voluntsry Action Lochaberfs service5 are retalned for the comsng financial year 2024-2025. FI￿an(la1 review Total income for the year was £30,746. Expetiditur2 for same period was £33.717 resultinB in a deficit of E2,970. ReseNes held at year end were £24,382 of unrestricted funds. Reserves Pollcy There is no rEquirernent in the Constitutlon for reserves howeverthe Trustees have a policy to hold 3 months of unrestrirted spend in reserves. Plans for future period With the growing need for the service, it is still the focus of Shopmobility Lochaber to bectsme a permanent part of the a￿0 and push toward5 achieving a fit for purpose buildin8 to house the growing fleet and staff. Either way it has been a thallengin8 yet succe55ful year for Shopmobility Lochaber. and we are excited and Icokin8 forward to 2024125. Page 4 of 10 Exem tion5 from Disclosure There Bre noF exerDp1ions from disclosure. Fu hè oih There are no funds held as eustodiart trustee on behalf of others. 7htrs r-Fiort was approvcd by the I ru5tccs on 2L125. Page 5 of 10 Shopmobiliry Lochsber SCIO Otti9h Chwiti NwnbLY SC032332 atpeOde￿t examitLees tÉport to the rruscetB on the ut7audtted *¢tounts tsf Shopmobi]x¢y IAbch*bet SCIO. J I£PULt utt the lif the ch￿1ty loi LF¢ j'eat ¢Edcd 31st h11￿￿ ?O?.I whierE set out oft pgcs ! [0 10. Rcsp¥Ltiw respo￿31b￿lit1*ts t>f ityJyt¢e llldtpendent eXA￿l￿et Thc Eliatir¥'5 TiiJStrLS kre rc51)onfjiblc ftjt rryc piL'par&tJoll of L4L atcoiJnLry 14 3(¢I>YLknicc ￿.￿[￿ Ehc iernis of the Cknties Ttustve tnTr'¢¢Lmwni IW6. Ilit ¢hOrIti￿ L7igttes consider the 1ScvTI*Adl.IcL ?Wi the (I&￿i￿£S Accour.t5 ISf rlie CF.qtitiL's Accuun15 ffiiut andj Regulatiuiis 2W6. A £"xinTr:n3ti(Jll l?Llud.. Kurd5. li iEJnsidiiauuii ul Jt?y It¢li)> (Tr( disil¢JsJtrs in Llie accounrs. and %eeL% rylananons lyum thc EtwsrtL% C￿nCer01r,S Ètr.S' %ULh M1￿ct5. Mic pr£>cci4urc.s i.'nilvcakLr. 4u I'.fTrE l-.Flll'IJL ill tTric LI.50L￿ dTai wvuld bL II4UITrJ an &iiJit, irjd ".C>S di) AuJii Ji?&rLivr.. vi.. th¢ ¥>iciJ Ltr th- &kcowi&. 11141rpeyidtllt examiner's Elate￿ent wF.sch 8ii'&5 tnc 1¢2wiiablc ro kn.lici'c tEuE Lci #¢IF rttsEtri￿ r<5pxcP tht r¢qutrtlPLiits' t¥ k"'"iJ -£iircli in ¥ror(l8￿C sE£12Cm 44llJ lal Lbt 2É41).ILt Resyi$ron 4 of th¢ 21NI t() prepar" 8LuIts ￿.111d] *tiord wtth th¥ rectsrds gnd G£Ja)pls' Wkth 9 uf th¢ 2iK16 AccouThis Re￿￿ti()￿l h￿v￿ tiot betrt met. t) to which, ift my q)ituifft. atLentton 4hou'd bL. iti ordtr ro ts￿bk. a pYi>pLY u￿dEt5￿#41llg of khe a¢catLnts to be reaohed. Dale.. - An r)r:KhAiil, (.1A￿Ar, Ri)A(I P()rt IX'.IliaEf, PH.13 f)PFI VOLVNYAPY ￿,c￿0￿.0CfrlA8Ek Page 6 •f 10 ShGpn)obility JAKh•ber SCIO Rcceipts and P*weors Accvunt8 For the ycir ¢nded 31st March 2024 SeoEii$h Cis*rity Nwnber SC032332 Yeut Ytar to Ytat ¢0 2024 2024 2023 Urtff$tricEed Rr5tiicttd To%al Tuial R¢ctlP¢8 Notc Gr￿t8 &z)d D(rTkali0￿6 Gi2nL5 13.472 10.928 13.472 10.9 DoDauon5 10.868 B3nk itilettst Tee¢iF¢d Fund Raisis Spot￿￿r51￿lp Tradin# Re¢elpt$ &955 1391 4,10- s￿e5 3,.191 Other Cknrtt&ble Aetiwities Othti IrLcomt Totgi RecEiPtB 3L).?46 JQ,746 18,?70 Paymettt ChatitAble Activities -'¥es I'fj¢clchwi th 5covtet K¢wr6 21171) 1244 21179 1205 i.Y46 1,848 2,-1?0 1622 Vehicles R¢pgty5 / EV￿5eS SessLonAI STaff TelLY￿￿1￿& C)th£f Bu￿nc5S LxpensES RC￿￿r5 1 lfynitnanLC ].JL 46 i.VA8 ji) 431 2il 431 251 90 'oIuoTr¢r Sub5ibTcncc / Expcn5LS SundIie5 li9 159 fiEkcuft8 Purcha5CS 795 GDVCtnanet G)&ts Indcpcndcnt Lxanllnatio Pz)tuU Costs 160 i28 Total Paym¢nis 33.717 33,717 34,932 S￿1￿/{D£tI¢l%} j¢)r the l'tgt b¢fur¢ trowi¢xs Trgfjèf¢E5 LX¢WrC￿ turtd5 11,1701 ,9701 (16,662, s￿1￿8/{De0CltI forthe ye0r Page7ot io 5hopJttob]ILt￿ J￿h￿bE[ SCIO RcctiPL% 3nd Paymthts AttttUÉJr r'or the yw ¢nd¢d 31Et M¥rrh J24 LknAtv Nutnber SU132332 Year t Yekf to Year t Yeatto ZO24 zo un￿￿tri￿￿ed To￿1 T019J 5tattm¢Tht o£Balattcti- al *131At March ￿24 0petti￿ caih at bat)i( hoAd 27,3i-. 2?.352 ,lJ14 I, 1&27D S8,099 .IK71", L<95 Traxibl£ c1￿1Thg cukh At b￿k and Isb hattd 2.4.352 Bank BthnLC I'Vttd￿S1￿.1tCL￿LrLt 1155 162 Ou=ststn(bn8 (hwcs 9&tc, 24.$82 s18iied on beh¥JÉDf allTrus￿e￿ Py8oflO Shopmobillty Lothaber SCIO Scottish Chartty Number 5C032332 Note5 to the accounts For the year ettded 31st Mar¢h 2024 l Basis of Accounting These accounts have been prepared on the Aeceipts and Payments basis in accordance with thE Charities & Trustee Investment Iscotlandl Act 2005 and the Charities Accounts Iscoilandl Regu13tions 200613s amendedl. 2 Nature and Pufpose of fitnds Unrestritted funds are thosÈ that mèy be usÈd at thÈ dlstiÈtioft of the trustees in furtherante of the ubjert5 of the charity. The trustees maintain a singlÈ unrestricted fund for the day-to-day rLFnftin8 of the SCIO. Durin8 the ye?r Gr3ntS of £13,472 were awarded towards runninB costs of the Charity- £5,472 (Awards ft>rAIII and £8.000 (The Corra Foundation). Oonations of £10,928 wÈre recpived. Restricted funds rn3y only be used for specific purposes. Restrictions arise when specified by the Ilonor or wheTh funds are raised for specific purposes. 3 Related partytrall5Ort1ons No remuneration was paid to the trustees or any connected persor45 during the year12023.. £NILI. 4 Grznts Unrestrirted Fuftds Restrltted Funds Total 2024 Tutsl 2023 8,000 5,472 13,472 The Corra foun(Jation AwarLls For All È,ODO 5.472 13,472 5 ilonatiOn5 Unrestrlcted Funds Rtstrl¢ted Funds Total 2024 Totsl 2023 10.928 10,868 10,928 10,868 Misc Donations 10.928 10,928 6 Transfers ljetween fvnds There were no transfers between funds during the year12023- ENILI. Unrestrtrt Fynds RtSEriCted Funds Totsl 2024 Totsl 2023 90 80 90 80 180 160 Independent Examinatio Accounti￿ 5¢rvices 90 90 180 8 Volunteers The trustees would like to record their thanks to all the volunteers who dedlcate 3 518nih.cant arnount of time for no remuneration to the charity- Page 9 of 10 9 Re5trirted Funds At 1st April 2023 At 31st March 2024 IncomE￿I Outgoing Transfers Restricted Funds 10 Unrestrirted Funds At 1st April 2023 At 31st T*ansfers March 2024 24,382 24,382 Out8oinK 133,7171 133.7171 Unrestrirted Funds 27,352 27.352 30,746 30,746 P38e 10 of 10