Annual Report

2012/2013

www.nugentcare.org

Isle of Man

Warrington

Liverpool

Wigan

Formby

Ainsdale

St Helens

Billinge

Crosby

Bolton

Services snapshotNugent Care provides services in many areas acrossthe North West. This includes an adoptionservice, special schools, a secure centre, residential care homes for children and adults, community based support, resettlement schemes anda schools social work service.1. Clumber Care2. St Catherine’s Secure Centre*3. St Catherine’s Open Unit*4. Nazareth House Children’s Villa Respite Home5. Clarence High School*6. Nugent House School*7. Nugent Care’s Schools Social Work Services Merseyside8. Nugent Care Adoption Service9. Geel and Hitchen Court10. Hollystead Care Home11. Margaret Roper House12. Lime House13. The Bungalow14. St. Joseph’s Care Home15. Ainsdale Care in the Community16. Social Enterprise Development Team17. Bolton Community Service18. The Garden Project19. Individualised Community Support Liverpool 20. Individualised Community Support Wigan21. Supported Living Service Bootle22. Supported Living Service Litherland23. Supported Living Service Ashton, Wigan24. Welfare Advice and Material Aid Project25. Single Homeless Rent Deposit and Housing Support Project26. New Beginnings Supported Accommodation Scheme27. Working Together Service28. Volunteer Management Team29. Hard of Hearing Project - St Helens 30. Hard of Hearing Project - Southport31. Deaf Team32. Deaf Arts & Craft Group33. Archdiocese Safeguarding Support Service34. Charity Shop35. Creative Vision projectFuture developments1. New Lives Fostering Service2. The Courtyard Social Enterprise3. James Nugent Court* The service of our schools and secure unit are available as a national resource.

Nugent Care currently has

35Services and projects

supporting people acrossthe North West

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Welcome to our Annual Report on the year 2012 to 2013. It has been avery eventful year with the road show at LACE demonstrating the work ofCatholic agencies and our partners, and the launch of the handbook forPriests drawn up with the assistance of a student from Interchange.

Our very successful Social Work Service for Schools was started, andSister Benedicte won a Lifetime Achievement Award at the Liverpool Nightof Honour. Our Deaf Arts and Crafts Group started off on their beautifulmosaic and we dedicated money to start planning a group for people withvision difficulties. Work began on planning our Dignity and Dementia CareAwareness Campaigns and an award night for April 2013. Our longstanding relationship with Unison resulted in a recognition agreement inFebruary 2013.

I hope you have been able to keep up with these events, and manyothers, in our newsletters over the year.

We were very sorry that Archbishop Patrick Kelly became unwell inDecember 2012 and subsequently retired in January. The Archbishop hasbeen, and continues to be, a true friend and support to Nugent Care andwe are very grateful for all of his time and commitment over the years.I am sure you will all join me in wishing him a long, happy and healthyretirement.

I will take this opportunity to thank all of our staff, volunteers andsupporters for all that has been achieved this year and I look forward tothe coming year as we continue to offer excellent services in an everchanging and challenging financial climate.

Kathleen Pitt,Chief Executive of Nugent Care

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This is the first time for many years that this message has not been writtenby the Archbishop Patrick Kelly. I took over as Chair when he had to retiredue to ill health in February 2013. We at Nugent Care owe him a greatdebt of gratitude for his support, wisdom and guidance.

Last year he reflected that one of Nugent Care’s roles was to be a voice tothe voiceless especially those who suffer the most. A year on this task iseven more demanding, for many people everyday life has become muchharder as the spending cuts, benefit changes and other public policiestake effect. We hear voices of disillusion, of impatience and desperation.Churches, faith based agencies such as Nugent Care and othercommunity organisations are coming together to respond to need and to

work towards the common good. At times, to ask people to be bold, totake risks and to stand with them. Our ‘Dignity in Care’ campaign is anexample of such advocacy. Research continues on the impact ofhomelessness.

Alongside this we continue to operate and develop services for childrenand adults.

This report details the work that is going on and I commend it to you, atthe same time offering thanks to all those who support Nugent Care in somany different ways.

Elisabeth Dodds,Chair of Trustees

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TrusteesPresident and Chair of TrusteesMost Reverend Patrick Kelly Archbishop of Liverpool (Chair until December 2012)Ms E Dodds (appointed as Chair January 2013)

Mr K McAdam (retired 20th February 2013)

Ms R Murdoch

Mr M Boardman

Mr G Latham (appointed 20th February 2013)

Governing BodyMr T Akingbehin

Mr M Boardman

Mr K Cawdron

Mrs B Cuthel

Ms E Dodds

Ms K Robert

Most Rev P Kelly

Father M Kershaw

Mr G Latham (appointed 20th February 2013)

Mr K McAdam (retired 20th February 2013)

Ms R Murdoch

Bishop Tom Williams

Mr J P Dennis (appointed 1st June 2012)

Father M Fitzsimons (appointed 6th December 2012)

Mr D Moorcroft (appointed 1st January 2013)

Chief ExecutiveMs Kathleen Pitt

PatronMr Phil Thompson

Executive Management TeamMs Kathleen Pitt, Chief Executive

Mr Mark Roche, Director of Finance & Business Support

Mrs Kathleen Batt, (resigned 31st December 2012)Director of Operations

Senior Management TeamMs Cathy Shelton, (retired 6th July 2012)Assistant Director, Children & Young People Services

Robert Lunan,Head of Service, Children and Young People

Mrs Helen Burgess, Head of Service, Residential and Community

Mr Tony Connor, Head of Service, Community Services

Ms Lynne O'Hara, Principal Personnel Manager

Mr Martin Sadler, Adoption Services Manager

Dr Richard Woolford, School's Advisor

Ms Carol Parkinson,Principal Clarence High School (resigned 31st March 2013)

Mr Paul Boulton,Principal Clarence High School (appointed 1st April 2013)

Mr John Gilfillan, Principal Nugent House School

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This year over

340children have been supported through our schools and projects

“We have seenconsiderable growthin the numbers ofadopters approvedand children placedfor adoption”Martin Sadler,Adoption Service Manager

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We offer a wide and growing spectrum of support services to improve thequality of life of children and young people in our care including; respite carefor young people who have learning and physical disabilities as well ascomplex health needs, a secure children’s centre with an open unit and twoschools for children with emotional & behavioural difficulties. We are also anapproved Adoption Agency helping people who are looking to adopt childrenfrom the UK or overseas and supporting individuals who have been adoptedthrough Nugent Care.

Our expertise spans across a broad range of residential and communitysupport for children and young people including:

l children with physical and sensory impairmentsl children with learning disabilitiesl young people looking to take their next steps

towards a more independent lifestylel children with emotional and behavioural difficulties l teenage mothers and babies

Nugent Care continually works to promote the welfare of children in the NorthWest region.

“Students, parentsand carers arerightly pleased withthe quality ofeducation provided”Ofsted report for Clarence HighSchool, 2012

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This year over

120adults have been supported through our residential care homes

“All the staff are so kind and caring it’s so pleasant living here, I feel like I am at home”A resident at Geel and Hitchen Court

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As a Dignity in Care Champion, Nugent Care’s Adult Residential Servicesembed the principles of the charter in all that we do treating service users withrespect and dignity.

The majority of residents in our care live with advanced dementia, learningdisabilities, mental health difficulties or neurological disorders and or acquiredbrain injuries and are given full support with their physical, intellectual,emotional, social, physiological and cultural needs through to end of life care.

We offer our residents opportunities toengage in a range of activities and socialevents promoting mental health andwell-being in later life.

Nugent Care also works in partnership with Registered Social Landlords toprovide floating support for adults with learning disabilities or haveexperienced mental health difficulties and wish to continue living in theirown home.

“We place ourresidents at thecentre of theservice by providingopportunities for olderpeople promotingmental health andwell-being in later life”Kathleen Pitt,Chief Executive of Nugent Care

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This year over

5200adults have been supported through our community teams

“I was lonely living onmy own but here I have great friends and we take care ofeach other”A resident at Lime House

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We have for many years been at the forefront of personalised, outcome focusedsupport for volunteers, community groups, Deaf people, people who are hard ofhearing and people who have learning disabilities. These services run alongsidesupport for homeless people and people in need of welfare advice or material aid.

All of the community service project teams are pivotal to Nugent Care’s responsein meeting the challenges of people experiencing reduced life opportunities, andimproving health and well-being of the service users. Some of these services arenon-statutory funded and we work closely with our Fundraising Team to engagewith the local public and business community to provide much needed funds andraise the profile of social issues in our local area.

Nugent Care’s Housing Support Unit (HSU) offers a unique and variedcombination of services aimed at meeting the needs of marginalised anddisadvantaged people. The HSU Team is made up of Nugent Care staff andvolunteers. Volunteers are recruited from the community and they donate theirtime to help us to provide material aid to people in need.

We also provide general housing advice, support to homeless people and workwith other professional agencies to meet the varied and complex needs of arange of vulnerable people.

Nugent Care currently has

379volunteers in service

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This year over

£174,000has been raised by the Fundraising Team

“When you make adonation you aren’tfully aware of just howmuch it will mean tothe person receivingit at the other end”A donor to Nugent Care

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Government and local authority funding supports the operating costs of our carehomes and schools but the donations from our supporters and friends have createdthe opportunity, that allows us at Nugent Care, to work towards our vision andmission of providing the best possible care and support to those in need.

Our thanks go to Phil Thompson the Patron of Nugent Care who has been busypromoting the work of the charity via his annual golf tournament and speaking atbusiness dinners and schools.

The business community in Liverpool continues to support us and members of AlphaBNI have succeeded in raising much needed funds for the community teams.

Sir Terry Leahy, former CEO of Tesco, continues to support the Hear Here projectwith donations from his foundation. This donation enables us to offer new services toolder people who have become isolated due to hearing loss.

We are grateful to all schools, parishes, teachers and parents for their continuedsupport and creativity with the annual Good Shepherd Appeal, now in its 110th year!

All of us at Nugent Care really appreciate the support of our donors and friends. Wecannot express how much we appreciate their kindness. Each and every donation,no matter how large or small, enables us to improve the lives of those we serve.

“The event wasexcellent, it was apleasure to support awonderful group ofpeople raising moneyfor a superb charity”Hiren Patel,from Blissfultranquility

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This year over

£1millionhas been raised through legacies

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A legacy for Nugent Care

How can you help us?

Increasingly, people are leaving gifts to help others less fortunate than

themselves and one of the most tax efficient ways of giving is by leaving a legacy.

There are several different types of legacy. Your solicitor can help you choose one

according to your personal circumstance. Legacies left to charitable organisations

will be free of inheritance tax.

Residuary Bequest Is a gift of the remainder of the estate after all other

responsibilities have been met.

Pecuniary Bequest Is a gift of a specified amount of money or

monies-worth (i.e. shares) left to Nugent Care.

Specific Bequest Is a gift of a particular item for example a house, a

piece of jewellery or an antique.

Contingent Bequest Is a gift that depends on the occurrence of an event,

which may or may not happen. An example is; a

bequest to a charity which applies only if other

beneficiaries named in the Will die before the person

who made the Will.

In memory donations You may like to specify that if anyone makes a

donation in your memory, it should be to Nugent

Care. We can send you a special form requesting

this which you can then keep with your Will.

No gift is too small.

If you would like to help secure the future of Nugent Care by bequeathing a legacy in

your Will please contact:-

Nugent Care

99 Edge Lane,

Liverpool L7 2PE

Tel: 0151 261 2000

www.nugentcare.org

Registered Charity Number 222930

“It’s great to be ableto make such adifference to a charitythat does so muchwork with allvulnerable people inour community”Anonymous donor

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Major developments in existing and new services

Existing services:-

St Catherine's - Gerard House was refurbished to enable a new service to be developed.

Adoption Team - Nugent Care is committed to the expansion of the Adoption Team to participate in the Government agenda to increase the number of young people placed for adoption.

The Bungalow - The Bungalow was deregistered as a residential home and each person now has their own tenancy.

Lime House - The property and land were purchased from Wigan Council.

Deaf Arts & Crafts - The Group completed a mosaic that is now on display in thefoyer at Head Office, Edge Lane.

Nugent House School - The School set up an on-site post 16 provision offering a range of accredited and supported college placements.

New service developments:-

- Nugent Care set up a Schools Social Work Service to provide a professional social work service to schools across Merseyside.

- The recruitment process began to develop an arts and crafts group for people with impaired vision.

- A consultation process took place to develop our new strategic plan for 2013-16. The plan concentrates on new service development over the coming years.

- A decision was made to purchase a new fit for purpose care home for older people, which will open later in 2013.

- A decision was made to develop Moredale as a Free School.

The last year has seen significant changes to the services Nugent Care provides. Here are just a few of those changes that benefit the lives of the people we support and help.

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Other developments

Plans for the futureAt Nugent Care we aim to continue to serve the needs of the community through theprovision and adaptation of existing services and the development of new services.We will continue to respond to relevant tender opportunities that fit with our missionand strategic plan but also look for other development opportunities.

Dignity in Care Awards, 2013

- Nugent Care and Caritas Social Action Network held a roadshow to showcase the work of Catholic Agencies and our parishes in the Archdiocese.

- Nugent Care launched a Dignity in Care initiative to begin our Dignity in Care Campaign in April 2013.

- Nugent Care and UNISON worked together on a Recognition Agreement which was signed in early 2013.

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Financial statementIncome and expenditure and other gains and losses for the year ended 31st March 2013

31.3.13 31.3.12£’000 £’000

Operational incomeVoluntary and other generated incomeVoluntary income 1,180 403Charity shop 81 69Investment income 494 387Income from servicesChildren, adult and community services 915 832Special schools 8,511 7,877Residential homes and individualised day support projects 9,778 10,355Miscellaneous 3 4

Total operational income 20,962 19,927

Operational expenditure Costs of generating incomeFundraising and publicity 156 165Charity shop 54 51Expenditure on servicesChildren, adult and community services 1,240 1,239Special schools 8,105 7,952Residential homes and individualised day support projects 10,332 10,969Governance costs 42 52

Total operational expenditure 19,929 20,428

Operating (deficit)/surplus 1,033 (501)

Non-operational income and expenditure and other gains/lossesProceeds from sales of properties - 6,114Increase in market value of investments 1,195 29Defined benefit pension scheme adjustments 1,317 1,969Net movement in funds 3,545 3,673Total funds brought forward 15,545 11,872

Total funds carried forward 19,090 15,545

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Balance sheet at 31st March 201331.3.13 31.3.12£’000 £’000

Fixed assetsTangible assets 7,586 7,423Investments 14,348 13,153

21,934 20,576

Current assetsDebtors: amounts falling due within one year 3,930 3,263Debtors: amounts falling due after more than one year - 2,100Investments 56 63Cash at bank and in hand 79 16

4,065 5,442CreditorsAmount falling due within one year (2,815) (3,847)

Net current assets 1,250 1,595

Total assets less current liabilities 23,184 22,171

CreditorsAmounts falling due after more than one year (4,094) -

Provision for liabilities - (6,626)

Net assets 19,090 15,545

FundsUnrestricted funds:General 2,040 1,434Designated - tangible fixed assets fund 7,586 7,422Designated - investments fund 14,348 13,153Pension fund (5,030) (6,626)

18,944 15,383Restricted funds 146 162

Total funds 19,090 15,545Pg. 19

For more information please contactTel: 0151 261 2000

Email: info@nugentcare.org

www.nugentcare.orgNugent Care, Head Office, 99 Edge Lane, Liverpool L7 2PE

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