Finance Score: 3

Governance Score: 6

Support Score: 5

Good reserves management: +3

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

Grant maker support: +5

Overall GiG Score: 14

EXETER CITIZENS ADVICE BUREAU

The charity provides free advice to the general public on a range of issues, including debt and money, benefit and tax credits, housing, family issues and consumer advice. Largely, those benefiting from our services are those most in need, particularly those in financial hardship.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 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		£566	£579	£-12	£0	£271	£271	5.6	19	80
31/03/22		£596	£639	£-43	£0	£283	£283	5.3	22	81
31/03/21		£719	£638	£81	£0	£326	£326	6.1	20	82
31/03/20		£509	£534	£-25	£0	£245	£242	5.4	19	91
31/03/19		£461	£477	£-16	n/a	n/a	n/a	n/a	n/a	138
31/03/18		£509	£500	£9	£0	£286	£284	6.8	12	0
31/03/17		£505	£532	£-27	£0	£277	£277	6.2	14	0
31/03/16		£582	£631	£-48	£0	£304	£304	5.8	23	0
31/03/15		£727	£678	£50	£5	£352	£338	6	16	0
31/03/14		£692	£590	£101	£5	£302	£293	6	16	0
31/03/13		£531	£489	£42	£6	£201	£187	4.6	13	0
31/03/12		£511	£536	£-25	£6	£159	£142	3.2	14	0
31/03/11		£581	£525	£56	£5	£184	£146	3.3	19	0
31/03/10		£533	£486	£47	£7	£129	£108	2.7	19	0
31/03/09		£419	£414	£5	£0	£0	£0	n/a	0	0
31/03/08		£344	£341	£3	£0	£0	£0	n/a	0	0
31/03/07		£325	£365	£-40	£0	£0	£0	n/a	0	0
31/03/06		£433	£376	£57	£0	£0	£0	n/a	0	0
31/03/05	*	£337	£314	£23	£0	£0	£0	n/a	0	0
31/03/04	*	£289	£275	£15	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 24%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.6 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.9

Asset Split ?

Established: 22 years

www.citizensadviceexeter.org.uk

01392208130

Charity Commission for England and Wales

Tweets

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Devon,

Who it helps

The General Public/Mankind

Who works here?

19 employees
80 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.

Major supporters in last 5 years

DCMS	£54,848
Devon Community Foundation	£14,000
National Lottery Community Fund	£9,993

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Adviceline 2023
£9,993	20/01/2023	The funding will be used to make improvements to their IT and telephone system and provide training to staff and volunteers. The project aims to deliver a more efficient advice service to the local ....more The funding will be used to make improvements to their IT and telephone system and provide training to staff and volunteers. The project aims to deliver a more efficient advice service to the local community and better meet the needs of staff and volunteers who work hybrid.
Devon Community Foundation - COVID19 Advice and Support’
£10,000	30/09/2020	Grant to Exeter Citizens Advice Bureau
DCMS - Coronavirus Community Support Fund
£54,848	22/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Devon Community Foundation - COVID19 Adviceline at home
£4,000	28/04/2020 1	Grant to Exeter Citizens Advice Bureau
National Lottery Community Fund - Adviceline 2017
£6,358	12/07/2017 12	This group will use the funding to make improvements to their technology and telephony system and pay volunteer expenses. This will improve the group’s capacity to offer advisory services to the ....more This group will use the funding to make improvements to their technology and telephony system and pay volunteer expenses. This will improve the group’s capacity to offer advisory services to the local community.
National Lottery Community Fund - More Brighter Futures
£355,522	16/07/2013 72	This project will continue and build on the current work of Exeter Citizens Advice Bureau (ECAB) to provide advice and guidance on issues that include welfare benefits, tax credit and employment ....more This project will continue and build on the current work of Exeter Citizens Advice Bureau (ECAB) to provide advice and guidance on issues that include welfare benefits, tax credit and employment related queries. Around 100 volunteers will be recruited over the life of the project to provide this guidance to empower residents in the local community to resolve their own problems as they become trained advisors in financial and employment issues. _x000B__x000B__x000B_ _x000B__x000B__x000B__x000B_ _x000B__x000B__x000B__x000B__x000B__x000B__x000B__x000B_
National Lottery Community Fund - Exeter Community Advice Partnership - No Door the Wrong Door
£298,771	19/04/2013 24	This new project, led by Exeter Citizens Advice Bureau (ECAB), will enable advice organisations in Exeter and Devon to collaborate more effectively with each other, and other agencies, to improve ....more This new project, led by Exeter Citizens Advice Bureau (ECAB), will enable advice organisations in Exeter and Devon to collaborate more effectively with each other, and other agencies, to improve service for customers and make local advice services more resilient. The six partner organisations will develop modern and enterprising business models (with a more diverse approach to sources of funding) to help secure their economic future.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees: 26-80

HALLE FOWLER Appointed: 2021, Occupation: Governance Manager

SHAJI JOSEPH Appointed: 2023, Occupation: Company Director

JOSEPH ROBERT OLIVER Appointed: 2021, Occupation: N/A

KIM MARIE MCDONALD Appointed: 2021, Occupation: Solicitor

DEREK PHILLIPS Appointed: 2007, Occupation: Company Director, Other trusteeship: ROYAL ALBERT MEMORIAL MUSEUM DEVELOPMENT APPEAL,

GORDON THOMAS RICHARDSON Appointed: 2017, Occupation: Pr Consultant

MARILYN CAROL WHITTON Appointed: 2019, Occupation: County Councillor

STEPHEN SALTER Appointed: 2008, Occupation: Retired

STEPHEN JOHN MORGAN Appointed: 2019, Occupation: Charity Treasurer

DENNIS JOHN MARDON MBE (Chair), Occupation: Director, Other trusteeship: THE CREDITON HEART PROJECT,

Legal constitution

Charitable company registered in England & Wales on 15/03/2002, number: 1091143
Registered at Companies House on 04/12/2001, number: 04334063

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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; AR05: 2 days late, AR04: 430 days late,

Main office

Exeter Citizens Advice Bureau
Dix's Field
EXETER
EX1 1QA

Objectives

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 OF DEVON AND SURROUNDING AREAS.

Defined Area of Benefit:

EXETER AND SURROUNDING DISTRICTS

Data Sources