Finance Score: 8
Governance Score: 5
Support Score: 8
  • Good reserves management: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +8
Overall GiG Score: 21 ?

CITIZENS ADVICE CENTRAL DORSET LIMITED

Helping people to resolve legal, money and other problems, by providing free information and advice and by informing policy makers.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • 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:

  • Why are there 14 trustees whereas the Charities Commission recommends a maximum of 12?

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,118£1,118£0£0£399£3353.646124
31/03/22£988£1,044£-56£1£398£3413.944133
31/03/21£1,043£979£64£3£455£3844.745137
31/03/20£1,022£878£143£1£391£3224.442159
31/03/19£616£634£-18£0£248£2204.23796
31/03/18£740£706£34£0£265£2273.9190
31/03/17£492£499£-7n/an/an/an/an/an/a
31/03/16*£495£473£22n/an/an/an/an/an/a
31/03/15£477£440£38n/an/an/an/an/an/a
31/03/14£472£493£-21n/an/an/an/an/an/a
31/03/13£539£554£-15£9£199£1102.4150
31/03/12£397£375£22n/an/an/an/an/an/a
31/03/11*£394£376£17n/an/an/an/an/an/a
31/03/10£292£306£-14n/an/an/an/an/an/a
31/03/09£275£274£1n/an/an/an/an/an/a
31/03/08£354£317£36n/an/an/an/an/an/a
31/03/07*£272£260£12n/an/an/an/an/an/a
31/03/06*£252£215£36n/an/an/an/an/an/a
31/03/05£246£241£5n/an/an/an/an/an/a
31/03/04*£182£182£0n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 29%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 84%
Reserves/Spending: 3.6 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3
Asset Split ?
Balance Sheet History
Established: 23 years

01305262525

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Sponsors or undertakes research
Where it operates
  • Dorset,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Access to Justice Foundation£345,336
Dorset Community Foundation£65,000
DCMS£16,000
Specific Donations
Amount When
Months
To be used for
Dorset Community Foundation - Corton Hill
£30,000 06/03/2023
Grant restricted to North Dorset beneficiaries - charity supporting people experiencing poverty with financial advice and advocacy
Access to Justice Foundation - Help Accessing Legal Support (HALS)
£128,193 13/09/2022
Help Accessing Legal Support (HALS) is a programme of The Access to Justice Foundation with the Ministry of Justice. We are working with organisations to sustain and improve access to early social welfare and family legal advice, to enable users ....more
Dorset Community Foundation - Corton Hill
£30,000 14/03/2022
Core funding for financial advice services the address poverty and employment issues
Dorset Community Foundation - Grant to Citizens Advice Central
£3,000 25/11/2021
Contribution to the cost of delivering an advice service through a dedicated caseworker on Portland, to support people in financial difficulty
Dorset Community Foundation - Portland Citizens Advice Caseworker
£2,000 08/11/2021
Contribution to new caseworker for community of Portland - financial advice and support results in health outcomes due to reduction of anxiety and ability to afford healthy living
Access to Justice Foundation - Legal Support for Litigants in Person Grant
£217,143 24/09/2020
LSLIP is a two-year project funded by the Ministry of Justice (MoJ). It aims to enhance services that support the earliest possible interventions for litigants in person reducing the risk of their problems escalating. To develop our understanding of ....more
DCMS - VSCE CMC Fund
£16,000 22/07/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an ....more
Garfield Weston Foundation - Main Grants award
£10,000 17/09/2018
Oasis in an Advice Desert - Maintaining a rural advice service
National Lottery Community Fund - Effecting change for all
£10,000 05/07/2017
12
This group will use the funding to train volunteers, so that they can provide better advocacy services to the local community. This will increase people’s understanding of local services which will give them confidence to engage with their local ....more
Lloyds Bank Foundation - Grant to Dorchester, Sherborne and District CAB
£14,616 17/05/2017
12
The grant would fund additional capacity (Business Manager, IT and financial support) to support the transition and development phase following the merger of two CAB organisations.
Henry Smith Charity - Grant to Dorchester Sherborne and District Citizens Advice Bureau
£31,300 10/03/2016
12
towards one year's continuation funding of the salary of the Welfare Benefits and Debt Caseworker at a CAB in Dorset
Henry Smith Charity - Grant to Dorchester Sherborne and District Citizens Advice Bureau
£91,400 05/12/2012
36
towards three years' salary of a Debt and Benefits Adviser in West Dorset
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)
Current Trustees appointed

Age Range of Trustees: 29-73
  • CHRISTOPHER BALFE Appointed: 2024, Occupation: Retired
  • DAVID ALFORD COLLINS Appointed: 2017, Occupation: Accountant
  • DR KUNAL DINESHCHANDRA KANSARA Appointed: 2023, Occupation: Lecturer
  • IVANA ERCEGOVIC Appointed: 2024, Occupation: Accountant
  • JEAN-PAUL DERVLEY Appointed: 2020, Occupation: Retired
  • PETER DALE GREEN Appointed: 2002, Occupation: Teacher
  • R J BAKER
  • SARAH HOWARD Appointed: 2024, Occupation: Nhs Manager
  • STEPHEN BEARE Appointed: 2019, Occupation: Retired
  • STEPHEN PAYNE Appointed: 2024, Occupation: Retired
  • STUART DAWSON Appointed: 2021, Occupation: Retired
  • TABITHA BAKER Appointed: 2024, Occupation: Lecturer
  • TASHI WARR Appointed: 2024, Occupation: Civil Servant
  • TRACY MCGREGOR Appointed: 2021, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 24/10/2001, number: 1089018
  • Registered at Companies House on 28/03/2001, number: 04188591
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
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
  • 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; AR16: 0 days late, AR11: 16 days late, AR07: 1 days late, AR06: 1 days late, AR04: 1 days late,
Recent reorganisation events:
  • Asset transfer in from WEYMOUTH AND PORTLAND CITIZENS ADVICE BUREAU on 14/09/2021
  • Asset transfer in from MEDIATION DORSET on 05/06/2023
Main office

Citizens Advice Central Dorset
1 Acland Road
DORCHESTER
Dorset
DT1 1JW

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY THROUGHOUT ENGLAND AND WALES BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

DORCHESTER, SHERBORNE AND ITS SURROUNDING AREAS

Data Sources

Charity Commission for England and Wales
360 Giving

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