Finance Score: 0

Governance Score: 6

Support Score: 1

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

Grant maker support: +1

Overall GiG Score: 7

WEST OXFORDSHIRE CITIZENS ADVICE

We are the Citizens Advice Bureau for West Oxfordshire.We aim to ensure that individuals do not suffer through lack of knowledge of their rights and responsibilities or of the services available to them or through an inability to express their needs effectively and equally to exercise a responsible influence on the development of social policies and services, both locally and nationally

Analysis by Giving is Great

Positives:

Spending has increased 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 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	£736	£747	£-11	£0	£281	£281	4.5	29	70
31/03/22	£636	£638	£-2	£0	£292	£292	5.5	19	66
31/03/21	£556	£529	£27	£0	£51	£51	1.2	17	65
31/03/20	£546	£541	£5	£0	£25	£19	0.4	15	76
31/03/19	£512	£527	£-16	£0	£19	£13	0.3	15	69
31/03/18	£460	£499	£-38	£0	£0	£0	n/a	0	0
31/03/17	£546	£531	£14	£0	£316	£315	7.1	16	0
31/03/16	£578	£539	£39	£0	£302	£301	6.7	16	0
31/03/15	£456	£440	£15	£0	£0	£0	n/a	0	0
31/03/14	£527	£491	£36	£2	£247	£240	5.9	12	0
31/03/13	£439	£434	£5	£0	£0	£0	n/a	0	0
31/03/12	£388	£379	£9	£0	£0	£0	n/a	0	0
31/03/11	£440	£439	£1	£0	£0	£0	n/a	0	0
31/03/10	£406	£404	£2	£0	£0	£0	n/a	0	0
31/03/09	£384	£365	£19	£0	£0	£0	n/a	0	0
31/03/08	£323	£309	£14	£0	£0	£0	n/a	0	0
31/03/07	£302	£299	£3	£0	£0	£0	n/a	0	0
31/03/06	£322	£268	£53	£0	£0	£0	n/a	0	0
31/03/05	£249	£232	£17	£0	£0	£0	n/a	0	0
31/03/04	£232	£215	£18	£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: 33%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 4.5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.8

Asset Split ?

Established: 22 years

www.caox.org.uk

admin@cawo.org.uk

01993892050

Charity Commission for England and Wales

Listed activities

Disability
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

Where it operates

Oxfordshire,

Who it helps

The General Public/Mankind

Who works here?

29 employees
70 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
Oxfordshire Community Foundation - Covid-19 service response
£3,500	23/04/2020 11	Advice & support - Providing additional resources in order to support vulnerable people with advice
Lloyds Bank Foundation - Grant to Citizens Advice Bureau - West Oxfordshire
£29,100	21/01/2013	West Oxfordshire CAB's volunteer based Community Connect Service helps older people with information, advice and help to access wider support services, local activities and assistance. It wishes to ....more West Oxfordshire CAB's volunteer based Community Connect Service helps older people with information, advice and help to access wider support services, local activities and assistance. It wishes to expand its service in Cherwell into Banbury and Bicester.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-77

CHARLES MAYNARD Appointed: 2022, Occupation: West Oxfordshire District Councillor

DAVID WHALLEY Appointed: 2024, Occupation: Company Director

GARY JAMES NICHOLLS Appointed: 2024, Occupation: Operations Director

MONICA WILSON Appointed: 2022, Occupation: Hr Manager

PAUL CURRAH Appointed: 2021, Occupation: Head Of Procurement, Owen Mumford Limited

SUZI COUL Appointed: 2021, Occupation: Political Agent

CHRISTINE ANNE MURPHY Appointed: 2019, Occupation: Retired Chartered Accountant

GORDON GRAYLISH Appointed: 2020, Occupation: Retired

MICHAEL ALEXANDER Appointed: 2021, Occupation: Chartered Accountant, Other trusteeships: WITNEY EDUCATIONAL FOUNDATION, ROTARY CLUB OF WITNEY TRUST FUND,

MARK GREGORY BEER Appointed: 2019, Occupation: Solicitor, Other trusteeships: ABINGDON SCHOOL, GLOBAL LEGAL ACTION NETWORK (GLAN),

Legal constitution

Charitable company registered in England & Wales on 20/06/2002, number: 1092539
Registered at Companies House on 28/01/2002, number: 04361560

Gift Aid

Registered with HMRC for Gift Aid

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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting 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

MR MICHAEL JAMES ALEXANDER
CITIZENS ADVICE BUREAU
THE OLD PRINTHOUSE
WITNEY
OXFORDSHIRE
OX28 6DY

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN WEST OXFORDSHIRE AND SURROUNDING AREAS (THE AREA OF BENEFIT) BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

THE COMMUNITY IN WEST OXFORDSHIRE AND SURROUNDING AREAS

Data Sources