Finance Score: 0
Governance Score: 6
Support Score: 6
  • Low unrestricted reserves: -2
  • Strong growth: +2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +6
Overall GiG Score: 12 ?

PLYMOUTH CITIZENS ADVICE BUREAUX

Citizens Advice Plymouth provides impartial confidential advice and information in particular but without limitation for the benefit of the community in Plymouth and its surrounding areas and particularly to those who are most disadvantaged. We aim to provide the advice people need for the problems they face and to improve the policies and practices that affect people's lives.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£5,184£4,981£202£0£1,061£1,0262.514927
31/03/22£4,654£4,617£37£0£425£384114835
31/03/21£3,846£3,672£174£0£302£2650.912058
31/03/20£2,856£3,002£-147£0£214£1290.58738
31/03/19£2,486£2,521£-35£0£215£1000.58130
31/03/18£2,345£2,217£128£0£222£-31-0.2750
31/03/17£1,653£1,609£43£0£27£-221-1.6640
31/03/16£1,757£1,656£101£0£205£-50-0.4680
31/03/15£2,020£1,918£103£9£47£-174-1.1620
31/03/14£1,722£1,643£79£7£55£-60-0.4570
31/03/13£1,113£1,112£1£6£321£1721.9350
31/03/12*£1,106£1,084£21£5£320£2182.4330
31/03/11£1,009£941£68£8£299£2072.6340
31/03/10£920£812£108£13£231£1301.9330
31/03/09£758£686£72£4£123£861.5220
31/03/08£666£703£-37£4£51£210.4210
31/03/07£459£536£-77n/an/an/an/an/an/a
31/03/06£357£283£73n/an/an/an/an/an/a
31/03/05*£234£226£8n/an/an/an/an/an/a
31/03/04£227£240£-13n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 42%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 2.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.6
Asset Split ?
Balance Sheet History
Established: 33 years

www.citizensadviceplymouth.org.uk

director@plymouthcab.org.uk

01752507709

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Makes grants to individuals
  • Other charitable activities
  • Provides advocacy/advice/information
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
The Legal Education Foundation£82,770
DCMS£47,599
The Baring Foundation£5,000
Specific Donations
Amount When
Months
To be used for
DCMS - Coronavirus Community Support Fund
£47,599 05/10/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
The Baring Foundation - Grant to Citizens Advice Plymouth
£5,000 23/06/2020
Citizens Advice Plymouth's assistance to the public during Covid 19.
The Legal Education Foundation - JFF Host 2020
£82,770 13/03/2020
A grant to Citizens Advice Plymouth to fund one Justice First Fellowship as part of cohort 7. Co-funded by AB Charitable Trust.
AB Charitable Trust - A grant to Plymouth Citizens Advice Bureaux
£25,000 02/07/2019
A restricted grant of £25,000 towards the costs of two posts (a Director and an Administrator) and related core costs to establish a legal advice clinic (This grant is renewable - year 1 of up to 2 ....more
The Baring Foundation - Grant to Citizens Advice Plymouth
£29,747 16/05/2017
To train voluntary sector agencies in how to use social security law to identify individuals eligible for the 'exceptional circumstances' criteria of Employment & Support Allowance.
National Lottery Community Fund - Advice Plymouth Transition Project
£238,694 25/04/2013
24
The aim of this new project is for Plymouth Citizens Advice Bureau (PCAB) to deliver Plymouth City Council's (PCC) Pre Commissioning Report, 2012, which recommended a significant need for a ....more
National Lottery Community Fund - Wis£er Wonga
£864,210 02/08/2012
60
The project aims to ensure young social tenants across Devonport and Stonehouse in Plymouth gain practical skills and experience of managing their own budgets. Giving young people a sense of ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed

Age Range of Trustees: 32-74
  • CHRIS MOTTRAM Appointed: 2018, Occupation: Retired
  • ELIZABETH EDWARDS-SMITH Appointed: 2024, Occupation: Company Director
  • GAVIN JONES Appointed: 2020, Occupation: Managing Director
  • GILLIAN SAUNDERS Appointed: 2024, Occupation: Retired
  • JEREMY WOLLERTON Appointed: 2023, Occupation: N/A
  • JOHN GANE Appointed: 2024, Occupation: Finance Director
  • KEVIN MILLER Appointed: 2024, Occupation: Company Director
  • PAUL MATTHEWS (Chair) Appointed: 2022, Occupation: Retired
  • RICHARD BAKER Appointed: 2024, Occupation: Director Of Governance And Compliance
Legal constitution
  • Charitable company registered in England & Wales on 13/04/1992, number: 1010421
  • Registered at Companies House on 16/03/1992, number: 02697436
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR12: 19 days late, AR05: 206 days late,
Main office

COBOURG HOUSE
32 MAYFLOWER STREET
PLYMOUTH
PL1 1QX

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSES,IN PARTICULAR BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN PLYMOUTH AND ITS SURROUNDING AREAS, BY THE ADVANCEMENT OF EDUCATION THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY SICKNESS AND DISTRESS

Defined Area of Benefit:

PLYMOUTH AND ITS SURROUNDING AREAS

Data Sources

Charity Commission for England and Wales
360 Giving

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