Finance Score: 0

Governance Score: 6

Support Score: 4

Strong growth: +2
Multiple Deficits: -2

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

Grant maker support: +4

Overall GiG Score: 10

CHELMSFORD CITIZENS ADVICE BUREAU

To promote and provide Citizen Advice Bureau services for the benefit of the whole community in the area of the Borough of Chelmsford

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending

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		£869	£999	£-130	£0	£475	£467	5.6	26	12
31/03/22		£951	£907	£44	£0	£451	£451	6	26	60
31/03/21		£952	£825	£128	£0	£339	£336	4.9	22	80
31/03/20	*	£719	£754	£-35	£0	£177	£182	2.9	20	83
31/03/19		£510	£590	£-80	£0	£177	£177	3.6	13	93
31/03/18	*	£418	£471	£-53	£0	£0	£0	n/a	0	0
31/03/17		£566	£629	£-64	£11	£333	£136	2.6	23	0
31/03/16	*	£823	£623	£199	£10	£376	£111	2.1	25	0
31/03/15	*	£352	£321	£32	£0	£0	£0	n/a	0	0
31/03/14		£315	£282	£34	£0	£0	£0	n/a	0	0
31/03/13	*	£323	£306	£17	£0	£0	£0	n/a	0	0
31/03/12		£275	£311	£-37	£0	£0	£0	n/a	0	0
31/03/11	*	£306	£285	£21	£0	£0	£0	n/a	0	0
31/03/10	*	£326	£283	£43	£0	£0	£0	n/a	0	0
31/03/09		£233	£224	£9	£0	£0	£0	n/a	0	0
31/03/08		£225	£232	£-7	£0	£0	£0	n/a	0	0
31/03/07		£271	£248	£24	£0	£0	£0	n/a	0	0
31/03/06		£166	£179	£-13	£0	£0	£0	n/a	0	0
31/03/05		£132	£165	£-34	£0	£0	£0	n/a	0	0
31/03/04		£163	£147	£16	£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: 8%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 25%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 5.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.4

Asset Split ?

Established: 23 years

www.chelmsfordcab.org

enquiries@chelmsfordcab.org

01245 205605

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Essex,

Who it helps

The General Public/Mankind

Who works here?

26 employees
12 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
Essex Community Foundation - Grant to Citizens Advice Bureau - Chelmsford
£15,000	03/11/2022	to employ a co-ordinator to run a free legal advice service, predominantly for Chelmsford residents
Essex Community Foundation - Grant to Citizens Advice Bureau - Chelmsford
£158,824	29/06/2021 36	To employ a Housing and Benefit Specialist Adviser for older people and those who have disabilities in the Chelmsford district, over three years
Essex Community Foundation - Grant to Citizens Advice Bureau - Chelmsford
£15,000	02/04/2020	to provide IT equipment to enable CAB staff and volunteers to continue to provide much needed services from home during the COVID19 pandemic
Essex Community Foundation - Essex Community Law Services
£19,963	05/12/2017 5	To help establish a Community Legal Centre providing free or reduced fee legal assistance to vulnerable adults
National Lottery Community Fund - Chelmsford Advice Partnership
£349,918	19/04/2013 36	The aim of this new project is to create a consistent approach to better meet current customer needs through improved access to better quality of advice, as well as increase sustainability of the ....more The aim of this new project is to create a consistent approach to better meet current customer needs through improved access to better quality of advice, as well as increase sustainability of the sector in Chelmsford. Additional volunteers will be recruited to increase the partnership's capability to meet increased demand for the service. All partner agencies will achieve a new Chelmsford Quality Mark to ensure consistent high quality service delivery.
National Lottery Community Fund - IP Telephone system allowing remote advisers
£10,000	18/03/2010 12	This Chelmsford group provides an advice service for the local community. They have identified a need to meet an increased demand for advice from the public. This will be addressed by enabling ....more This Chelmsford group provides an advice service for the local community. They have identified a need to meet an increased demand for advice from the public. This will be addressed by enabling trained volunteers and advisers to work remotely from their homes using a new telephone system software.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 28-74

REBECCA WOOLLEY Appointed: 2023, Occupation: Fundraiser

WILLIAM JOHN CHILVERS Appointed: 2023, Occupation: Retired

ALEXANDER MARK TARALA Appointed: 2022, Occupation: Retired, Other trusteeship: CITIZENS ADVICE ESSEX LIMITED,

PETER HOLLEBON Appointed: 2020, Occupation: Retired

SMITA RAJESH Appointed: 2020, Occupation: Councillor, Other trusteeship: Chelmsford Hindu Society,

Legal constitution

Charitable company registered in England & Wales on 31/08/2001, number: 1088290
Registered at Companies House on 31/08/2000, number: 04063248

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management 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; AR20: 60 days late, AR18: 152 days late, AR16: 2 days late, AR15: 25 days late, AR13: 2 days late, AR11: 18 days late, AR10: 2 days late,

Main office

BURGESS WELL HOUSE
COVAL LANE
CHELMSFORD
CM1 1FW

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 Chelmsford and surrounding areas.

Defined Area of Benefit:

BOROUGH OF CHELMSFORD

Data Sources