Finance Score: 0

Governance Score: 6

Support Score: 0

Low unrestricted reserves: -2
Strong growth: +2

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

No supporters identified

Overall GiG Score: 6

CARDIFF AND VALE CITIZENS ADVICE BUREAU

The charity provides advice, information and representation to individuals and undertakes social policy work.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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 issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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	£4,886	£4,869	£17	£0	£1,400	£1,074	2.6	148	6
31/03/22	£4,610	£4,517	£93	£0	£1,383	£925	2.5	137	6
31/03/21	£4,340	£4,030	£310	£0	£1,290	£790	2.4	120	6
31/03/20	£3,599	£3,317	£282	£0	£980	£653	2.4	112	6
31/03/19	£3,022	£2,863	£159	£0	£698	£522	2.2	99	40
31/03/18	£2,624	£2,489	£135	£0	£539	£473	2.3	88	0
31/03/17	£1,738	£1,785	£-47	£0	£404	£147	1	55	0
31/03/16	£1,636	£1,626	£10	£0	£451	£265	2	43	0
31/03/15	£1,527	£1,380	£147	£5	£441	£279	2.4	37	0
31/03/14	£1,080	£1,052	£27	£13	£294	£117	1.3	27	0
31/03/13	£987	£893	£94	£9	£267	£188	2.5	24	0
31/03/12	£629	£615	£14	£615	£172	£145	2.8	19	0
31/03/11	£466	£525	£-59	£0	£0	£0	n/a	0	0
31/03/10	£548	£475	£73	£7	£218	£179	4.5	20	0
31/03/09	£465	£424	£41	£0	£0	£0	n/a	0	0
31/03/08	£431	£515	£-84	£0	£0	£0	n/a	0	0
31/03/07	£422	£418	£4	£0	£0	£0	n/a	0	0
31/03/06	£300	£306	£-6	£0	£0	£0	n/a	0	0
31/03/05	£327	£273	£54	£0	£0	£0	n/a	0	0
31/03/04	£469	£428	£41	£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: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 17%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 77%
Reserves/Spending: 2.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 13.4

Asset Split ?

Established: 22 years

www.cacv.org.uk

administrator@cacv.org.uk

01446722812

Charity Commission for England and Wales

Tweets

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

Provides advocacy/advice/information
Provides services

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

148 employees
6 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-79

OLIVIA MANLEY Appointed: 2022, Occupation: Manager

PHILIP CHAMPNESS Appointed: 2023, Occupation: Retired

CHRISTOPHER GRAHAM Appointed: 2012, Occupation: Retired

CATHRYN MAYO Appointed: 2020, Occupation: Retired

DENISE GOODE Appointed: 2016, Occupation: Customer Service Manager

HELEN MORGAN Appointed: 2020, Occupation: Finance Director

LOUISA SCADDEN Appointed: 2018, Occupation: Public Relations, Other trusteeships: MOONDANCE FOUNDATION, ARTS & BUSINESS CYMRU,

MICHAEL TRICKEY Appointed: 2018, Occupation: Civil Servant, Other trusteeship: VALE OF GLAMORGAN FESTIVAL LIMITED,

PETER TROTT (Chair) Appointed: 2016, Occupation: None, Other trusteeship: CITIZENS ADVICE SOUTH EAST WALES LTD,

Legal constitution

Charitable company registered in England & Wales on 12/11/2001, number: 1089294
Registered at Companies House on 21/09/2001, number: 04291764

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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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; all on time

Main office

119 BROAD STREET
BARRY
VALE OF GLAMORGAN
CF62 7TZ

Objectives

3 Objects 3.1 The Charity?s objects are 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 principally Cardiff and the Vale of Glamorgan, and surrounding areas, but in general for the whole of the UK.

Defined Area of Benefit:

THE WHOLE OF ENGLAND AND WALES, PRINCIPALLY CARDIFF AND THE VALE OF GLAMORGAN, AND SURROUNDING AREAS.

Data Sources