APPENDIX 1 oscr_ Period start date Monlh Year Period end date Day Month Y08r 31st March 12022 Office of the Scottish Charity Regulator Reference and administration details Charlty name Oth•r nam charity is known Adv Shetland SCIO Reglstered charlty number Charity's princlpal addross SC048201 Postcod• Names of the charlty Intee8 on dats of approval of Tn*tO8s' Annual Roport TTUStee name Offlce {K any) Dots8 actad Name ot peyson not for whole yr {or body} entitled to appolnt tnistee lif any> 10 11 12 13 14 15 We h)st one trustee due to a conflict of interest 16 We are activety speaknng to other people to ty and 17 persuade them to join the board, but this is dtfficutt aslots of people do not want to commit to anything in the current 18 financial climate. We are having the saffE problem 19 recruiting volunteers. 20 SC048201 Page 1 of 10 2021- 2022
APPENDIX 1 Reference and administration details Namos of all other charlty trustees duTlng the perfod. If any. ffor example, th08e who resigned part way through th• financial p•riod) rwhole year Structure, governance and management Type of governlng document AdvLW Shetland is govemed by a constitution adopted on 6th March 20. whh was affended and ratified in August 2009, and again in August 2011 to further ¢L8rify the same objectNe and wlicies. The Constitution was amended again on March 2018 to refiect the changes to becoming a SCIO. Trustee recrullmont and appolnlment Trustees are rlted at the Annual General Meeting and shall consist of no ffre than nine [rMberS and shall rret no fewer than six times a year. Tmslees may serve no kjnger than three years with one third of the trustees retiring in rotation year. Trustees are eligible immediately for re-e*tion. Should Trustee membership Pdll below nine, then any person can be co- opted onto the committee. Objectives and activities Charttabl• purposes The main obiectsves ofAdvocacy Shetland are to.. ProvK1e independent advocacies for all who require the service with an emphasis on provision for those who may be exposed to a greater likelihood of disadvantage through a lesser abiltty to represent themselves. Promote the work of the organisation,. and in so doing to act in a¢oordance with the Chartbes and Trustee Investment Iscotlandl h£t 2005 Summary of the maln activities In relatlon to these objocts Independent Professional Advoca¢y see(SI for users of services pn)vhled by Shetland Islands Coun¢il andlor NHS Sheuand including heatth and community care services, housing Services. SupFort for Collective Advocacy schemes. Support for Citizens Advocacy. SupeNiSKM and training of volunteer and paid advocate$. PronN)tion of Independent A¢fvocxy- raising awareness anng indrrfiduals rTh)st at risk of exclusion and least able to represent their crwn interests Infofmation for the generai public- raising public awareness of advrxacy iUeS S Shetland. SC048201 Pa9e 2 of 10 2021- 2022
APPENDIX 1 Achievements and performance Summary of tho main achlevements of the Gharlty durfng the finan¢lal period For the seventh year in a row Advwy Shetland has continued to reach its target of roughly 100 clients set by the Commissioners. have also been able to maintain a go¢JJ level of case dosures, with similar numbers to the pVIOuS years. A major faGtor in the maintenance of case ¢losure rates has been the recruitment of new staff. This shows that cases are moving to an effective conclusion quicker, although some rn0 CoMpX case$ will of course tske kinger to end. Advocacy Shetsnd had ts contract continued for 202112022 by the Commissroners. maintaining the same level of funding as last year. It should be noted that other third sector services were not so fortunate. having ujts or having their wntracts terminated. Referrals are sb"Il coming in from other seNices and our workk>ad is in¢reasingty varied with the issues being presented. Our aim is to maintain a good level of Serv delivery. We have been. with the help of the commiss*)ners and others, trimming our running costs to keep within our core funding. Any •Jditional fundiThJ will be treated separatety and stsffed according Unrestrthd Funding £ 1.000.00 ReStrted Funding £53,156.00 IncorrE was £54,156.W for the perK)d This is down on the previous year due to no funding from CORRA, The Robertson Trust and the Shetland Community JustKe Partnership. Total Funds received £51156.00 EXkrtUre was £65.4502m for the pefiod. This increase is mainly due to staff costs. At the eThJ of the financial year, standing balance is £ -223.11 to cary forward to 2022r2023. This was covered by our overdfaft fwlty. Financial review SC048201 P&>3of10 2021- 2022
Brfof statement of tho charity's policy The Service Level Agreement with Shetland Islands Council allows thtoc• Shedand to retain a general reserve of up to £5.013 annualty. This year there an overspend on the nonnal fijnding of £-11446 We recognise this not sustainabie and are exploring attemative fvnding sources. We will be making it a prhyrty to have three mnths running ¢osts in reserve although this coukd tske some time. Accounts sh(yw a caryover of £-211.00 Cash In Hand Detalls of any dfrfl¢ll Thi8 includes funds from the Sheland Charitable Trust We are waiting on confimwbon of how much the SCT w¢ll require retumed. INe recognise that the financial siluation is critical and therefor altemative fijnding streaffts are being investKJated to ensure sustainabilty going forvrard. Wth the help of the Commissfvjners, we are making cutbacks to ensure we live wrihin our CO fUrIng budget. Donat facilities and 8orvicgs (Ir any) APPENDIX I Other optional information Declaration The ttea$ doclaro that th•y have approved the tnMtees' r•port abov•. Slgned on behall of the charlty's trustees Signa10(8) Full namo18} Position le.g.. Chair) ICE C14AI t)7 2022 SC048201 PwJe4of10 2021- 2022
APPENDIX 3 oscr Office ofthe Scottish Charfty Rfjgulator Independent examinaS report on the accounts Reportto fhe l Advocacy Shetland trnstoeknmlS 01 R¢g15tered charity i sc048201 number , On th• accounts of the I Ghatity for the perlod Peri(%i end date 18t Aprfl 1 20 31st March 2022 7-12 "' The charws trusiee5 are reS)nble for prepaTation of the a&nts in accordance responsibilttles of ', tnKtee8 and examiner ,' wth the tenms of the Charittes arKI Tnjstee Investh (S(xJtland) 2QJ5 Act and the .. Charrties Accounts (Scouandl Regulations 20. Tr charity trustees ojnslder that thè ', aLvlit fequiremwrt of ReguLgfion 10{1) {d) of the Actounts Regulations does not apply. It my respOnslI1ty to examine the accounts as required under 5tion 44(11 (c) of the kt and to state whether parthwlar rnatjè have Come to my attention. Baw of ind•p•ndeni i My 8xaminatK)n15 Carrled OLrt In ?rdan Regulation 11 oi the ch1t185 examinefs statement l Accounts {ScoW RegUt)n$ 20(6. An exinatiOn indudes a revivw of the i ae¢oimting rewrds kept by and e comF>arison of the cOunts presentad with , .. those re)rds. It also Ildé¥ consbjeratson of any unugjal items or disdosures In the .. accounts and seeks explanatiDns frcth the truste8s concemnig any such matters. The '. wcedure5 uThlertaken th nu: provkje all the evbJen¢e that ¥UK4 bo reqwred in 8n aud ,' and, consequenty. I do not eywes9 audrt opinion on the accounts. tndopendent examln•V8 ', In the cc4Jrse d my examinalTr)n, no rnatler has Con io my attention statement whith fft8 me rèasonable cxus8 to beliew that In any rna81 reSpt the rwulrements: to keep affj)untsvJ retths in ardance with sectK)n 4411) (a) oftho 2005 Act and .: Regulation 4 ofthe 2( Regul¥tK>ns. and to pr&pare 4nts acc£fd with the &o)untir¥J r&ths and Lvmply with RtyuLation 9 of the 2( A4xounts Regulations havo not to which, in my opinion, attention shoukl be drdvm in twder to erthte a proper Slgn• 20)glfL Relev•Trt profE55ional quallflcationlsl or tslY Addrms: Ad1¢ ShelLgnd SC(129989 0 LF E ZDI P*5of12 IE Rep)rt 2021-22
Disclosure section Only mPlete rf1he examiner needs to highf¥Jht material prDbiems. Give here brief detalls of any items that the examiner wi$h¢s to dl8¢lose Concerns over lack of funding and use of overdraft Concerns over lack of re8erve8 ConcerTh¥ over repayment of funding not used for Intended purposes AAvo(zGy Shetland SGQ29989 8 2ts1 Page 6 of12 IE Report 2021-22
PENThX 2 SCIM8201 OSCR Receipts and payments accounts Scottish Charty Regulthr 016t Aw51 318t Mwch Section A Statement of receipts and payments Expptkni PgttnanfjTrl T•tsl fvnd$ ryentp•rl Totslfunds laot Y• fund A1 Roc•1 DonatKJr Grants Grosstr&4in 18nd and tr11 R•it8 from land & th.n actm1$ Al Sub totsl $11S6 54156 87.137 Sal Pntoeds from Sa offMd Asse ftum of investments A2Sub tot•1 ToWro¢p 6J.156 $41 87,137 A3 PayTh•nts E¥pr8&10rfvndrg ACtNrfh Gtr)83 ttading yments Paymams directwto tharilable ac1mt& Grants and diThbrffis I 11ThdenteXoMx)n ofannuBI wunls 1X) A3Su)th 65.602 83.316 A4 P•yrn•nts wolaiing to i•t•KI In¥•stsnent Movemerrts Purca888 offixed a55ets Purthastrof in Toth1p8ots 603 71 11 AS Trnnsf•r•to I (from) 11 41 P•7 r410 2021.2022
DLY3 8C048201 7•4 loiii qr
APPENtXX2 SC048201 Section C Notes to the Accounts C1 Naturo and purpo8• of funds (rn8yb8 statsdon Typ• of actlvlty or proloet gupportsd C2 Gmnts T(al Authority undor whi¢h pald C3b Trt•8 lem•¢t10Th. detal d6lail• mare of re0*hi C5 Tranucllon• wlth truBto88 and eonn¥¢¢•d SCW2 P4e9 oflo 21.2022
APPENDIX SC048201 Additional analysis111 Anatysi8 of receipts and payrnents 1 Donalio EnQuaal T zzaaz . 2 Grant8 sic 4•.191 ,1 52.104 NHS Sh 16M62 ChartleTnAi CORRA VobJnt4ryAclknn ShAU9r S.SOrerSheld CAF DWP s Fw ToL•I SJ.110 62.116 158 Totsltap•rfud 4 Paymanbb dl•fo ¢h•fft•tsl•#lv¥il W•J•8, Tsx, NIC&PenK staff Ml 74,1$1 274 ICTISLA Chgè$ Tran9 Tr1 VariDusExpan¢ WYareExw¢t 617 135 Bwk Charyets AdvOttis4rnorrt 41 1897 15 mb8r¥hi 14 73 Tdgphonè IM&4*1 14 14 XwfjtsxlPnthr) Insurartè Oter c•Equipme Year End Exwma Wfjb Hosting Zrn 0482411 eW rtjo )214022