Finance Score: -4

Governance Score: 6

Support Score: 3

Spending falling: -1
Volatile income: -3
No PartB

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

Gov Income
Grant maker support: +3

Overall GiG Score: 5

CITIZENS ADVICE CUMBRIA

Enabling cooperative actions in obtaining contracts covering the whole county, and subsequently cordinating their delivery by some or all of the seven separate CA bureaux acting as sub-contractors

Analysis by Giving is Great

Positives:

The charity has received income from Government contracts
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
31/03/23		£206	£208	£-2	n/a	n/a	n/a	n/a	n/a
31/03/22		£202	£209	£-7	n/a	n/a	n/a	n/a	n/a
31/03/21		£204	£202	£1	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£566	£571	£-5	£0	£34	£34	0.7	0
31/03/19		£694	£700	£-6	£0	£39	£39	0.7	0
31/03/18		£590	£591	£-1	£0	£45	£45	0.9	0
31/03/17		£669	£670	£-1	£0	£46	£46	0.8	0
31/03/16		£911	£908	£3	£0	£47	£47	0.6	0
31/03/15		£915	£915	£0	£5	£44	£42	0.6	0
31/03/14	*	£1,000	£1,022	£-22	£4	£44	£28	0.3	0
31/03/13	*	£1,032	£995	£38	£3	£66	£24	0.3	0
31/03/12		£1,042	£1,049	£-8	£3	£28	£3	0	0
31/03/11		£1,104	£1,094	£10	£3	£35	£3	0	0
31/03/10		£979	£964	£15	£5	£25	£5	0.1	0
31/03/09		£720	£719	£1	£17	£10	£9	0.1	0
31/03/08		£577	£576	£1	£6	£9	£9	0.2	0
31/03/07		£198	£198	£0	£0	£0	£0	n/a	0
31/03/06		£2	£2	£0	£0	£0	£0	n/a	0
31/03/05		£9	£8	£1	£0	£0	£0	n/a	0
31/03/04		£11	£12	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 24 years

welmarobinson@aol.com

07917640025

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Acts as an umbrella or resource body

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-77

ANDREW JOHN SETTERS Appointed: 2023, Occupation: Company Director

TARA FRANCIZCA EDWARDS Appointed: 2022, Occupation: Chief Officer

KEITH ANTHONY LITTLE Appointed: 2012, Occupation: Retired

MR ANDY AULD, Occupation: Manager

MS CHRISTINE MCKINLAY, Occupation: Bureau Manager

SHELLEY AMANDA HEWITSON Appointed: 2015, Occupation: Manager

GEOFFREY PETER SMITH Appointed: 2016, Occupation: Retired, Other trusteeship: Citizens Advice Copeland,

KAREN EVANS Appointed: 2012, Occupation: Bureau Manager, Other trusteeship: THE GATEWAY GROUP,

Legal constitution

Charitable company registered in England & Wales on 02/02/2000, number: 1079229
Registered at Companies House on 26/10/1999, number: 03865647

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR20: 1 days late, AR14: 120 days late, AR13: 111 days late,

Main office

14 Maidenlands Crescent
DALTON-IN-FURNESS
Cumbria
LA15 8UD

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN CUMBRIA BY THE ADVANCEMENT OF EDUCATION; THE PROTECTION OF HEALTH; THE RELIEF OF POVERTY, SICKNESS AND DISTRESS AND TO IMPROVE THE EFFICIENCY OF THE CHARITABLE PURPOSES OF CITIZENS ADVICE BUREAUX

Defined Area of Benefit:

CUMBRIA

Data Sources