Finance Score: 1

Governance Score: 6

Support Score: 4

Reasonable growth: +1

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

Grant maker support: +4

Overall GiG Score: 11

SEDGEMOOR CITIZENS ADVICE BUREAU

We are independant and provide and provide free, confidential, impartial advice to everybody regardless of race, gender, sexuality or disability.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
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

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		£541	£505	£36	£0	£344	£326	7.7	14	3
31/03/22		£506	£531	£-25	£0	£308	£289	6.5	13	3
31/03/21		£580	£403	£177	£1	£334	£199	5.9	9	3
31/03/20		£430	£390	£40	n/a	n/a	n/a	n/a	n/a	38
31/03/19		£381	£371	£10	n/a	n/a	n/a	n/a	n/a	40
31/03/18		£367	£373	£-6	£0	£0	£0	n/a	0	0
31/03/17		£349	£360	£-10	£0	£0	£0	n/a	0	0
31/03/16		£398	£375	£23	£0	£0	£0	n/a	0	0
31/03/15		£390	£385	£5	£0	£0	£0	n/a	0	0
31/03/14		£351	£368	£-17	£0	£0	£0	n/a	0	0
31/03/13		£325	£331	£-6	£0	£0	£0	n/a	0	0
31/03/12		£333	£339	£-6	£0	£0	£0	n/a	0	0
31/03/11		£353	£329	£24	£0	£0	£0	n/a	0	0
31/03/10		£369	£338	£31	£0	£0	£0	n/a	0	0
31/03/09		£324	£346	£-21	£0	£0	£0	n/a	0	0
31/03/08		£213	£183	£30	£0	£0	£0	n/a	0	0
31/03/07		£0	£0	£0	£0	£0	£0	n/a	0	0
31/03/06		£278	£264	£14	£0	£0	£0	n/a	0	0
31/03/05	*	£280	£289	£-9	£0	£0	£0	n/a	0	0
31/03/04		£242	£270	£-28	£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: 36%
Liabilities/Income: 36%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 7.7 months
Net Current Assets/Spending: 8 months
Quick Ratio: 2.6

Asset Split ?

Established: 30 years

www.citizensadvicesedgemoor.org.uk

advice@citizensadvicesedgemoor.org.uk

0808 2787 842

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
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 services

Where it operates

Somerset,

Who it helps

The General Public/Mankind

Who works here?

14 employees
3 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.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Citizens Advice Sedgemoor
£4,550	13/06/2023	As directed by donor towards debt advice work.
Quartet Community Foundation - Grant to Citizens Advice Sedgemoor
£5,460	09/06/2022	As directed by donor towards debt advice work.
Somerset Community Foundation - COVID219 Remote advice service provision
£3,500	06/05/2020 2	Remote advice service provision during coronavirus
National Lottery Community Fund - HAAS. Help & Advice Across Sedgemoor
£178,550	25/04/2013 24	The aim of this new project is to develop three one stop shops and five information hubs, and to recruit and train a village agent. This will significantly improve the lives of those residents in ....more The aim of this new project is to develop three one stop shops and five information hubs, and to recruit and train a village agent. This will significantly improve the lives of those residents in rural and urban areas of Sedgemoor to obtain specialist advice in debt, welfare benefits, employment and housing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-83

ALAN RICHARD FALKINGHAM Appointed: 2018, Occupation: Retired

KERRI ELIZABETH WHEELER Appointed: 2021, Occupation: Project Manager

LYN GOODFELLOW Appointed: 2011, Occupation: Retired

LOUISE CLARE RUSS Appointed: 2010, Occupation: Accountant, Other trusteeships: HOLFORD VILLAGE HALL, NEWTOWN & VICTORIA SPRINGBOARD LTD,

BARRY LEATHWOOD OBE Appointed: 2018, Occupation: Retired, Other trusteeship: OTTERHAMPTON PARISH RECREATION ASSOCIATION,

Legal constitution

Charitable company registered in England & Wales on 23/09/1994, number: 1041082
Registered at Companies House on 12/07/1994, number: 02947532

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR05: 60 days late,

Main office

Victoria Park Community Centre
Victoria Park Drive
BRIDGWATER
Somerset
TA6 7AS

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 SEDGEMOOR AND SURROUNDING AREAS

Defined Area of Benefit:

SEDGEMOOR

Data Sources