Finance Score: 4

Governance Score: 9

Support Score: 0

Good reserves management: +3
Reasonable growth: +1

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

No supporters identified

Overall GiG Score: 13

CITIZENS ADVICE CAERPHILLY BLAENAU GWENT

We offer free and confidential and independent advice and information to clients in all areas of social welfare law, including benefits, debt, housing, employment and consumer issues.We campaign for change, attempting to tackle some of the underlying issues which give rise to these issues. We collate and use evidence from our clients to influence policy makers, both locally and nationally.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 and dynamic in terms of composition

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		£5,684	£5,226	£458	£0	£3,798	£3,386	7.8	204	10
31/03/22		£5,166	£4,821	£345	£0	£2,655	£2,431	6.1	195	10
31/03/21		£4,469	£4,041	£428	£0	£2,007	£1,883	5.6	161	50
31/03/20		£3,761	£3,530	£231	£0	£1,554	£1,529	5.2	133	86
31/03/19		£3,296	£3,152	£144	£0	£1,173	£1,132	4.3	119	50
31/03/18		£3,246	£3,725	£-480	£0	£1,141	£1,117	3.6	119	0
31/03/17		£3,197	£2,316	£881	£0	£1,563	£1,107	5.7	103	0
31/03/16	*	£2,225	£2,034	£191	£0	£678	£668	3.9	62	0
31/03/15		£1,783	£1,554	£230	£5	£554	£548	4.2	48	0
31/03/14		£1,199	£1,117	£82	£6	£500	£497	5.3	34	0
31/03/13		£1,225	£1,083	£142	£6	£284	£283	3.1	32	0
31/03/12		£1,069	£903	£166	£7	£200	£199	2.6	34	0
31/03/11		£836	£834	£2	£5	£77	£76	1.1	25	0
31/03/10		£801	£830	£-29	£4	£-17	£-12	-0.2	25	0
31/03/09		£720	£691	£29	£4	£137	£132	2.3	21	0
31/03/08		£669	£627	£42	£5	£66	£57	1.1	22	0
31/03/07		£508	£526	£-18	£5	£50	£20	0.5	17	0
31/03/06		£458	£446	£11	£0	£0	£0	n/a	0	0
31/03/05		£497	£462	£35	£0	£0	£0	n/a	0	0
31/03/04		£487	£427	£60	£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: 1%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 12%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 7.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 4.6

Asset Split ?

Established: 23 years

www.citizensadvicecbg.org.uk

admin1@cacbg.org.uk

01443835363

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

204 employees
10 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
National Lottery Community Fund - Recession - CAB CashWise
£49,840	11/03/2010 24	The aim of the project is to deliver financial capability learning sessions to groups and individuals who are vulnerable.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 32-85

KAROLINA BRONISLAWA MAJKA Appointed: 2022, Occupation: Business Person

PHYLLIS MARGARET HOWLS Appointed: 2022, Occupation: Retired

STEPHEN EVANS Appointed: 2022

EDWARD JOHN EVANS Appointed: 2021, Occupation: Civil Engineer, Other trusteeship: CITIZENS ADVICE SOUTH EAST WALES LTD,

GORDON PANKHURST, Occupation: Retired

GLYN JONES Appointed: 2014, Occupation: Asst. Finance Director

JACQUELINE DIX Appointed: 2018, Occupation: None

JULIA ROSE Appointed: 2014, Occupation: Head Of Legal Affairs

MOSTYN WILFRED DAVIES Appointed: 2001, Occupation: Retired

STEVEN JOHN SKIVENS Appointed: 2003, Occupation: Senior Fire Officer

COLIN MANN Appointed: 2013, Occupation: County Councillor, Other trusteeships: GROUNDWORK CAERPHILLY, LLANBRADACH AREA REGENERATION AND CONSERVATION,

MR TUDOR DAVIES, Occupation: Retired, Other trusteeship: DISABILITY CAN DO,

Legal constitution

Charitable company registered in England & Wales on 08/12/2000, number: 1084045
Registered at Companies House on 27/07/2000, number: 04041962

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

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

Filing Record

20 returns made; AR16: 1 days late,

Main office

Citizens Advice
1-2 Church Place
Bargoed
CF81 8RP

Objectives

THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THEPUBLIC BENEFIT BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION ANDPRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS ANDDISTRESS IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THECOMMUNITY IN THE COUNTIES OF CAERPHILLY AND BLAENAU GWENT ANDSURROUNDING AREAS.

Defined Area of Benefit:

IN PARTICULAR CAERPHILLY AND BLAENAU GWENT AND SURROUNDING AREAS.

Data Sources