Finance Score: 1

Governance Score: 9

Support Score: 9

Poor Liquidity: -1
Strong growth: +2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 19

CITIZENS ADVICE GATESHEAD

We aim to provide the advice people need for the problems they face and improve the policies and practices that affect people's lives. We provide free, independent, confidential and impartial advice to everyone on their rights and responsibilities. We value diversity, promote equality and challenge discrimination.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent 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 gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£5,853	£5,541	£312	£0	£1,028	£695	1.5	208	39
31/03/22		£5,144	£4,572	£572	£13	£715	£449	1.2	188	28
31/03/21		£4,174	£4,113	£61	£34	£144	£89	0.3	174	11
31/03/20		£3,652	£3,517	£135	£75	£83	£50	0.2	159	15
31/03/19		£2,949	£2,983	£-34	£86	£-53	£-53	-0.2	134	15
31/03/18		£2,724	£2,638	£86	£59	£-19	£-57	-0.3	126	0
31/03/17		£1,999	£1,980	£19	£22	£-105	£-157	-0.9	90	0
31/03/16		£1,640	£1,536	£104	£1	£-124	£-154	-1.2	55	0
31/03/15		£1,513	£1,293	£220	£15	£-228	£-295	-2.7	41	0
31/03/14		£1,240	£1,151	£89	£13	£-448	£-508	-5.3	33	0
31/03/13		£1,419	£1,443	£-24	£23	£-536	£-579	-4.8	42	0
31/03/12		£1,947	£1,852	£95	£12	£-513	£-557	-3.6	55	0
31/03/11		£2,247	£1,840	£407	£23	£1,521	£377	2.5	66	0
31/03/10	*	£1,902	£1,451	£452	£21	£1,113	£313	2.6	50	0
31/03/09	*	£1,530	£1,212	£318	£37	£662	£244	2.4	39	0
31/03/08		£1,079	£977	£102	£32	£344	£254	3.1	32	0
31/03/07		£865	£853	£12	£22	£242	£215	3	35	0
31/03/06		£654	£583	£71	£0	£0	£0	n/a	0	0
31/03/05		£557	£575	£-17	£0	£0	£0	n/a	0	0
31/03/04	*	£537	£515	£21	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 44%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 68%
Reserves/Spending: 1.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3

Asset Split ?

Established: 31 years

www.citizensadvicegateshead.org.uk

accounts@citizensadvicegateshead.org.uk

01914785100

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

208 employees
39 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

Three Guineas Trust	£147,798
Access to Justice Foundation	£77,196
DCMS	£45,000
Community Foundation Tyne & Wear & Nthmbrlnd	£20,000

Specific Donations

Amount	When Months	To be used for
Three Guineas Trust - Employ specialist adviser to enable neurodivergent people to access advice, information and guidance
£147,798	27/03/2024	Employ a specialist adviser to enable neurodivergent people to access advice, information and guidance around benefits, debt, housing and employment.
Access to Justice Foundation - Community Justice Fund Wave Three
£12,196	22/11/2022	Wave three of the Community Justice Fund aims to support organisations delivering social welfare advice services to people most impacted by the cost-of-living crisis.
Community Foundation Tyne & Wear & Nthmbrlnd - Salary costs for a volunteer coordinator post from December 2020 to July 2021 to address volunteer shortages and increased demand for advice and advocacy services arising from the Covid-19 pandemic
£10,000	20/11/2020	Salary costs for a volunteer coordinator post from December 2020 to July 2021 to address volunteer shortages and increased demand for advice and advocacy services arising from the Covid-19 pandemic
Community Foundation Tyne & Wear & Nthmbrlnd - salary costs for a volunteer coordinator post from December 2020 to July 2021 to address volunteer shortages and increased demand for advice and advocacy services arising from the Covid-19 pandemic
£10,000	20/11/2020	salary costs for a volunteer coordinator post from December 2020 to July 2021 to address volunteer shortages and increased demand for advice and advocacy services arising from the Covid-19 pandemic
DCMS - Coronavirus Community Support Fund
£45,000	22/09/2020	"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 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 operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£65,000	16/07/2020	A flexible grant as part of wave 1 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID19
National Lottery Community Fund - Friends Of Citizens Advice Gatehead
£9,980	06/12/2017 12	The project will extend their volunteering opportunities to make them more flexible. This will enable more people to develop their skills through volunteering, which will help them gain work ....more The project will extend their volunteering opportunities to make them more flexible. This will enable more people to develop their skills through volunteering, which will help them gain work experience and improve their employability.
National Lottery Community Fund - Gateshead Advice Partnership
£343,749	25/04/2013 36	This new project aims to ensure the improvement of advice services in Gateshead. Partners will collaborate more effectively to help more clients, within this cheaper and quicker delivery model. ....more This new project aims to ensure the improvement of advice services in Gateshead. Partners will collaborate more effectively to help more clients, within this cheaper and quicker delivery model. Capacity will be increased to deal with more clients through digital channels, and the delivery of advice will become more cost effective. Improvements include the installation of self-help consoles, development of self-help materials, and the introduction of a single telephone gateway for advice services.
National Lottery Community Fund - Young People's Service
£498,518	09/02/2011 60	This project will provide information, advice, advocacy, support and representation for young people throughout Gateshead - empowering them to tackle their problems and make informed choices. Issues ....more This project will provide information, advice, advocacy, support and representation for young people throughout Gateshead - empowering them to tackle their problems and make informed choices. Issues tackled by caseworkers and small group sessions will include debt, homelessness, sexual health, domestic abuse and mental health. Direct advice and/or signposting to other services will be provided as appropriate.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 36-76

ANDREW ALEXANDER JOHN MARSH Appointed: 2022, Occupation: Director

CATHERINE ANNE WHITTAKER Appointed: 2020, Occupation: Solicitor

CLLR JUDITH GIBSON Appointed: 2020, Occupation: Local Councillor

ELE BROWN Appointed: 2019, Occupation: Audit Manager

KIRSTY ROBERTON Appointed: 2023, Occupation: Nhs Manager

BARRY TAYLOR Appointed: 2016, Occupation: Retired

RICHARD LEE Appointed: 2022, Occupation: Director, Other trusteeship: Groundwork South and North Tyneside Limited,

SCOT GARDNER MCHARG Appointed: 2022, Occupation: Recruitment Consultant, Other trusteeship: THE TOBY HENDERSON TRUST LIMITED,

STUART PHILLIPSON BELL Appointed: 2016, Occupation: Company Director

HEATHER LEE Appointed: 2019, Occupation: Retired Local Government Officer, Other trusteeship: ACTION STATION SOUTH TYNESIDE LIMITED,

Legal constitution

Charitable company registered in England & Wales on 04/05/1993, number: 1020565
Registered at Companies House on 22/07/1991, number: 02631064

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR10: 58 days late, AR09: 102 days late, AR04: 109 days late,

Main office

Davidson Building
Swan Street
Gateshead
Tyne & Wear
NE8 1BG

Objectives

The Charity’s objects are to promote any charitable purpose for the public benefit by the advancement of education, the protection and preservation of health and the relief of poverty, sickness and distress in particular, but without limitation, for the benefit of the community in England and Wales, and in particular, Gateshead and surrounding areas.

Defined Area of Benefit:

GATESHEAD AND SURROUNDING AREAS

Data Sources