ANNUAL REVIEW 2016/17

Transcription

1 ANNUAL REVIEW 2016/17 A year of transition See more of our new brand inside SPSJ_Annual_Review_2017_v6_AW.indd 1 15/09/ :31

2 Chairman s message Despite these changes the work of the hospice continues unabated. It is clear that our services are well received by the community we serve as evidenced by the many letters of thanks we receive. Over the financial year our level of income from legacies and continuing care beds reduced significantly. Such reductions have meant that we have had to rely on our reserves to help sustain a deficit budget. However, we are investigating a number of opportunities to increase income and to further control expenditure. It is our objective to achieve a break-even budget within three years without reducing the services we provide. The year has been one of transition with long standing Chairman, Peter Boyse and several Trustees retiring at our last AGM. Over the subsequent months we have appointed a new dynamic Board ready to meet the challenges of the future. At the first meeting after my appointment our Chief Executive, Colin Burgess, told me that he also was to retire early. Colin left us after ten years dedicated service in April and was succeeded in June by Barbara Williams. As an organisation we are fortunate to have the support of so many people and organisations, whether it is volunteers helping to serve in our shops or undertaking gardening duties in the grounds, or those donating or helping us to raise funds through community events and activities. Without this support the hospice could not function so a very big thank you to you all you know who you are! Also, it is timely to thank all the staff team and the trustees for their support and commitment during the past year and I look forward to this continuing in the future. No organisation can afford to stand still and we are no exception to that rule. Times may be challenging but with a new team in place, I am very optimistic about our future. Take care, Keith Banbury, OBE 2 St Peter & St James Hospice SPSJ_Annual_Review_2017_v6_AW.indd 2 15/09/ :31

3 Chief Executive s message This annual review is looking back at the last of Colin Burgess s ten years as chief executive and I can assure you his are large shoes to fill. Colin retired at the end of April and can be rightly proud of all that the hospice has achieved during his time. Thank you for the warm welcome I have received from St Peter & St James. I took up my post on 1st June and am looking forward to working with our skilled and experienced trustees, staff and volunteers to lead the hospice forward. We are about to launch our new brand and logo for the hospice which embraces our role in providing expert and caring support at and towards the end of life for people in the towns and rural communities here in the heart of Sussex. Our services need to be able to wrap around individuals, their families, friends and carers so they feel equipped to deal with the challenges they may face towards the end of someone s life and are supported to make informed choices. Whether it s support at home, in Beacon View Wellbeing centre, in our ward or after someone has died, we want people to have confidence they will have expert care and support to meet their needs. Over 80% of our funding comes from our local communities seeing and experiencing the difference the hospice makes motivates people to give generously and in turn that enables us to continue our work and make plans to do more in the future. Thank you for your support. Barbara Williams Honorary President Dame Vera Lynn CH, DBE Patrons The Viscount Brentford Sir Edward Cazalet Katie Derham Anne Billson Edward Fox OBE Edna Sugarman Trustees Keith Banbury OBE Chairman Dr Nick Barrie (appointed 29/03/17) Kate Birrell (appointed 29/03/17) Peter Boyse MBE (resigned 05/10/16) Julie Burgess (appointed 24/05/17) Andrew Cook (appointed 20/07/16) Harriet Creamer David Crudge Tim Hancock Jo July Steve Minter (resigned 05/10/16) Deirdre Prower Dr Martin Toynbee (resigned 06/06/16) Trudy Wood (resigned 05/10/16) Annual Review SPSJ_Annual_Review_2017_v6_AW.indd 3 15/09/ :31

4 Financial review Total income of the Group was 3.6m in 2016/17 compared to 3.9m in 2015/16. Notable changes to Group income in 2016/17 compared to the previous year were: A 20% increase in NHS Clinical Commissioning Group Grants to 535,000 (prior year 445,000) A 13% increase in fundraising income excluding legacies and grants from trusts, foundations and grant giving bodies to 1,256,965 ( 1,105,984) A 51% decrease in grants from trusts, foundations and grant giving bodies to 149,000 (prior year 304,000) A 57% decrease in legacy income to 202,000 (prior year 472,000) due in part to a delay in receipt of a notified 131,000 legacy which had been budgeted as income in the year A 25% decrease in Continuing Care income to 343,000 (prior year 458,000) largely due to lower occupancy The principal source of income was donations raised through fundraising and legacies. Income for 2016/17 was generated through the efforts of our committed fundraising team and the generosity of supporters, without which the hospice s charitable activities would not have been achievable. The cost of providing charitable activities (excluding fundraising costs) was 3.1m ( 3.1m 2015/16). 77% of these costs relate to salary costs. The Charity benefitted from a total contribution of 221,000 (prior year 257,000) from the subsidiary company, Shops, comprising a donation of 67,000 and an additional 154,000 generated under the Shops Donated Goods Gift Aid Scheme. These figures do not take into account the 18,000 of administrative support costs charged to Shops from the Charity in Group accounts. The Group (the Charity, Shops, and Friends) capital expenditure was 55,000 (prior year 90,000) and included the replacement of essential plant equipment such as a new server and improvements to our Sanctuary and Beacon View Wellbeing Centre, and the purchase of riser/recliner chairs, defibrillators, and other items. The Group reported a deficit of 602,000 in 2016/17, after depreciation and before gains on investments (prior year 315,000). The deficit for the year before depreciation, of 432,000 (prior year 137,000) reflects a significant decrease in legacy income, grants and Continuing Care income during the year. The Board s objective to achieve a break-even budget within three years is under active review in the light of the unexpected reduction in income in 2016/17. The Annual Accounts, including the Strategic Report can be viewed and downloaded at 4 St Peter & St James Hospice SPSJ_Annual_Review_2017_v6_AW.indd 4 15/09/ :31

5 Income % Donations and fundraising ,256,965 Legacies ,205 Shops and trading ,013,341 NHS grants ,911 Other grants and contracts ,437 Continuing Care services ,995 Miscellaneous , ,632,935 Expenditure % Hospice care ,257,080 Community care ,443 Wellbeing services ,456 Continuing Care ,963 External clinical services ,665 Fundraising & publicity ,270 Shop and trading costs ,511 Other grants and contracts NHS grants Continuing Care services 14.7% 7% Shops and trading Miscellaneous 9.4% 0.8% Income 27.9% 5.6% Donations and fundraising 34.6% Legacies Fundraising and publicity External clinical services Shop and trading costs 8.8% 1.6% Continuing Care 18.9% Expenditure 22.7% 6.8% Wellbeing services 29.7% 11.5% Hospice care Community care Annual Review SPSJ_Annual_Review_2017_v6_AW.indd 5 15/09/ :31

6 A year at our hospice We were there for 725 patients last year and 673 patients in the previous year Patient age range 22% that s an 11 % increase in patient numbers 28% 29% days was the average length of stay on our in patient ward of patients had % 77 cancer patients made friends, got 74 creative, relaxed through therapies, or took part in gentle exercise at our Beacon View Wellbeing Centre 0.5% 3.5% 51 % male 89 % 7% 10% AGE of people died in their preferred place of death 49 % female 176 patients were cared for as inpatients 155 people were supported through grief and loss by our bereavement team 632 patients were given expert care and support in their own home 244 people enjoyed a cuppa and a chat through our befriending service 6 St Peter & St James Hospice SPSJ_Annual_Review_2017_v6_AW.indd 6 15/09/ :31

7 Our future With a new Chief Executive in post we will be renewing the long term vision and ambition of the organisation to ensure the services we provide meet the current and future needs of the population across our area. It is the Board s objective to achieve a break-even budget within three years. We are actively developing plans to increase both retail and fundraising income, whilst reviewing other commercial income streams to sustain and over time increase the services which we provide. These plans are being developed against a backdrop of controlling and regularly reviewing our finances in order to meet our current and future commitments. A contingency plan is in place to reduce the operational deficit in the event that growth in income cannot be achieved. Both the Board and the senior leadership team are committed to the financial sustainability and expansion of the hospices services in the future. Over the past year we have been in consultation with local community, staff and other stakeholders regarding our brand identity. After 10 years of our existing brand we have taken the decision to change and update our identity to better reflect our values and ethos. Our logo Our typefaces Gotham Light ABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyz !@#$%^&*( ) Gotham Medium ABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyz !@#$%^&*( ) Hand of Sean ABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyz !@#$%^&*( ) Our colours Primary Secondary Annual Review SPSJ_Annual_Review_2017_v6_AW.indd 7 15/09/ :31

8 YOU HELP FUND THE NEXT GENERATION OF CARE? To find out more about leaving a gift in your Will, contact: Linda Taylor linda.taylor@stpeter-stjames.org.uk or Stephanie Coleman stephanie.coleman@stpeter-stjames.org.uk Call us on or visit our website St Peter & St James Hospice North Common Road North Chailey Lewes East Sussex BN8 4ED SPSJ_Annual_Review_2017_v6_AW.indd 8 15/09/ :31