Finance Score: 0

Governance Score: 5

Support Score: 6

Low unrestricted reserves: -2
Strong growth: +2

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 11

CITIZENS ADVICE PORTSMOUTH

The provision of free, confidential, independent and impartial advice and information at a central Portsmouth and location. The provision of specialist advice services at a number of outreach locations in Portsmouth and South Hampshire.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£1,259	£1,274	£-14	£0	£347	£277	2.6	50	62
31/03/22	£876	£972	£-96	£0	£361	£284	3.5	38	23
31/03/21	£905	£801	£104	£0	£457	£344	5.2	30	10
31/03/20	£672	£614	£58	£0	£353	£335	6.6	28	11
31/03/19	£544	£520	£24	£3	£295	£264	6.1	22	28
31/03/18	£458	£439	£19	£0	£0	£0	n/a	0	0
31/03/17	£436	£468	£-32	£0	£0	£0	n/a	0	0
31/03/16	£490	£485	£5	£0	£0	£0	n/a	0	0
31/03/15	£513	£452	£61	£11	£279	£228	6	14	0
31/03/14	£554	£483	£71	£9	£218	£190	4.7	15	0
31/03/13	£557	£636	£-79	£12	£146	£120	2.3	17	0
31/03/12	£627	£613	£14	£16	£225	£190	3.7	21	0
31/03/11	£631	£616	£15	£9	£211	£192	3.7	22	0
31/03/10	£700	£700	£0	£9	£196	£183	3.1	4	0
31/03/09	£593	£583	£10	£9	£186	£150	3.1	17	0
31/03/08	£580	£539	£41	£29	£186	£137	3	17	0
31/03/07	£468	£460	£9	£0	£0	£0	n/a	0	0
31/03/06	£404	£377	£26	£0	£0	£0	n/a	0	0
31/03/05	£397	£375	£22	£0	£0	£0	n/a	0	0
31/03/04	£473	£495	£-22	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 16%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 2.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 5.4

Asset Split ?

Established: 30 years

www.portsmouthcab.org.uk

co@caportsmouth.org.uk

02392855850

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Hampshire, Portsmouth City,

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?

50 employees
62 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

Access to Justice Foundation	£86,590
National Lottery Community Fund	£18,300
DCMS	£16,250

Specific Donations

Amount	When Months	To be used for
Access to Justice Foundation - Community Justice Fund Wave Three
£14,672	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.
Access to Justice Foundation - Improving Outcomes Through Legal Support (IOTLS) grant
£31,918	23/05/2022	The funding programme aims to support organisations working to sustain and improve access to early social welfare and family legal support and advice, to enable users to resolve these problems as ....more The funding programme aims to support organisations working to sustain and improve access to early social welfare and family legal support and advice, to enable users to resolve these problems as early as possible and avoid the need for court or tribunal proceedings where possible. Where court or tribunal proceedings are needed, we expect the grant to provide the support needed to help people navigate the process effectively, including where support to prepare for court and at court is required.
National Lottery Community Fund - PC HARDWARE RENEWAL
£9,750	12/11/2021	The funding will be used to improve the IT equipment at Citizens Advice Portsmouth. The project aims to upgrade equipment to improve efficiency of staff and support more clients requiring advice ....more The funding will be used to improve the IT equipment at Citizens Advice Portsmouth. The project aims to upgrade equipment to improve efficiency of staff and support more clients requiring advice service support.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£40,000	19/08/2020	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
DCMS - Coronavirus Community Support Fund
£16,250	19/08/2020	"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."
National Lottery Community Fund - EMERGENCY COVID BENEFIT SUPPORT
£8,550	22/05/2020 6	The funding will be used to pay for a Housing Benefits Case Worker for 6 months to provide extra support due to an increase in demand as a direct result of the Covid-19 pandemic. The project aims to ....more The funding will be used to pay for a Housing Benefits Case Worker for 6 months to provide extra support due to an increase in demand as a direct result of the Covid-19 pandemic. The project aims to provide more support to vulnerable people to apply for new benefits and obtain support.
National Lottery Community Fund - The 'CityAdviceHub'
£10,000	23/11/2016 12	This project will convert their office into the 'CityAdviceHub' by providing new computers, tablets, seating and other items. This will enable them to improve their delivery, provide a focus for ....more This project will convert their office into the 'CityAdviceHub' by providing new computers, tablets, seating and other items. This will enable them to improve their delivery, provide a focus for clients to solve their own issues and provide an improved digital focus matching with national strategies.
Henry Smith Charity - Grant to Portsmouth Citizens Advice Bureau
£119,400	10/03/2016 36	towards three years' salary of the Specialist Welfare Benefits Caseworker at a project providing support to disadvantaged people affected by poverty and/or welfare benefit issues in Hampshire
National Lottery Community Fund - Portsmouth Advice Services Partnership
£287,214	19/04/2013 24	The aim of this new project will see Portsmouth Citizens Advice Bureau (PCAB) lead a four organisation partnership, which will improve efficiency and positively respond to gaps which have been ....more The aim of this new project will see Portsmouth Citizens Advice Bureau (PCAB) lead a four organisation partnership, which will improve efficiency and positively respond to gaps which have been identified in advice services across Portsmouth.
Lloyds Bank Foundation - Grant to Portsmouth Citizens Advice Bureau
£30,800	28/02/2013	The charity provides specialist and generalist advice services for people in Portsmouth. This project is the continuation of its advice service in Cosham also serving adjacent Paulsgrove, areas of ....more The charity provides specialist and generalist advice services for people in Portsmouth. This project is the continuation of its advice service in Cosham also serving adjacent Paulsgrove, areas of high deprivation to the north of Portsmouth

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 26-80

ANDREW GILBERT Appointed: 2021, Occupation: Clerk To Governors

EMILY LOUISE DRUM Appointed: 2020

PETER BERNARD BROOK Appointed: 2022, Occupation: Hr Director

THOMAS ANTONY LITTLE Appointed: 2021, Occupation: It Professional

ASHLEY CULLEN Appointed: 2017, Occupation: Transistion And Transformation Leader

LOUISA BURTON Appointed: 2020, Occupation: Lecturer

MEGAN WADE Appointed: 2020, Occupation: Shop Assistant

RICHARD APPLEBY EADE, Occupation: Retired

ROBIN TOWNSEND Appointed: 2007, Occupation: Solicitor

RODERICK JAN EMMERSON Appointed: 2013, Occupation: Retired

SHAMILA TABITHA DHANA Appointed: 2021, Occupation: Charity Worker, Other trusteeship: PORTSMOUTH CITY OF SANCTUARY,

STEF NIENALTOWSKI (Chair) Appointed: 2018, Occupation: Director, Other trusteeship: SHAPING PORTSMOUTH FOUNDATION,

KEVIN RICHARDSON Appointed: 2019, Occupation: Chartered Legal Executive

THOMAS WATMOUGH Appointed: 2019, Occupation: Risk Manager, Other trusteeship: CITY CATERING SOUTHAMPTON,

Legal constitution

Charitable company registered in England & Wales on 28/07/1994, number: 1039776
Registered at Companies House on 08/07/1994, number: 02946921

Gift Aid

NOT 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
Investment
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; all on time

Main office

Citizens Advice Bureau
Unit 2-3
Ark Royal House
Winston Churchill Avenue
PORTSMOUTH
PO1 2GF

Objectives

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 PORTSMOUTH AND SURROUNDING AREAS.

Defined Area of Benefit:

PORTSMOUTH AND SURROUNDING AREAS

Data Sources