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home >> charity search >> cyngor ar bopeth powys citizens advice bureau
Finance Score: 3
Governance Score: 3
Support Score: 4
  • Good reserves management: +3
  • Gender balanced board: +3
  • Overall weighted support: +4
Overall GiG Score: 10 ?

CYNGOR AR BOPETH POWYS CITIZENS ADVICE BUREAU

provides free,confidentail and impartial advice
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 gender
  • This charity is based in an area of high deprivation

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£538£537£1£0£296£2866.4229
31/03/22£554£528£27£0£295£2866.5219
31/03/21£595£513£81£0£268£2586219
31/03/20£558£568£-9£0£186£1763.72116
31/03/19£489£531£-42n/an/an/an/an/an/a
31/03/18£570£562£8£0£237£2365190
31/03/17£581£581£0£0£229£2254.6240
31/03/16£687£616£71£0£229£2284.4240
31/03/15£556£502£54£3£159£1533.7200
31/03/14£451£453£-2n/an/an/an/an/an/a
31/03/13£554£557£-4£3£106£1012.2230
31/03/12£563£548£15£3£110£160.4170
31/03/11£549£500£48£3£96£681.6160
31/03/10£517£478£38£3£48£280.7150
31/03/09£501£519£-18£3£9£-11-0.3160
31/03/08£516£550£-34£3£47£10160
31/03/07£491£529£-38n/an/an/an/an/an/a
31/03/06*£517£529£-13n/an/an/an/an/an/a
31/03/05£565£542£24n/an/an/an/an/an/a
31/03/04*£524£518£5n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 22%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 6.4 months
Net Current Assets/Spending: 7 months
Quick Ratio: 4.2
Asset Split ?
Balance Sheet History
Established: 22 years

www.powyscitizensadvice.org.uk

manager@powyslca.org

01686617641

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Powys,
  • This charity is based in an area of high deprivation
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 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.

Specific Donations
Amount When
Months		 To be used for
Henry Smith Charity - Grant to Cyngor ar Bopeth Powys Citizens Advice
£177,800 26/05/2022
36
towards three years' continuation funding of a project providing a telephone-based advice service for people from disadvantaged communities in Powys, Wales.
Henry Smith Charity - Grant to Cyngor ar Bopeth Powys Citizens Advice
£178,900 13/03/2019
36
towards three years' continuation funding of a telephone-based advice service in Mid-Wales
Calouste Gulbenkian Foundation, UK Branch - Cyngor Ar Bopeth Powys Citizens Advice Bureau
£16,500 01/05/2017
Piloting a new service to support people aged 50 and over preparing for their own retirement alongside multiple caring responsibilities.
Henry Smith Charity - Grant to Cyngor ar Bopeth Powys Citizens Advice Bureau
£87,400 10/03/2016
12
towards three years' continuation funding of the salary of a Caseworker at a project providing welfare and benefits advice services to disadvantaged people in Powys
Lloyds Bank Foundation - Grant to Cyngor ar Bopeth Powys Citizens Advice Bureau
£15,100 28/02/2013
Salary of a Specialist Debt Caseworker covering rural North Powys enabling the Bureau to meet some of the increased demand in debt advice expected as a result of welfare reforms.
Henry Smith Charity - Grant to Cyngor ar Bopeth Powys Citizens Advice Bureau
£98,100 05/12/2012
36
towards three years' salary of a Caseworker for a welfare and benefits advice service in Powys
National Lottery Community Fund - Recession: Taking Citizens Advice to Mid Powys
£48,888 11/03/2010
48
The project will increase provision of face to face advice services in mid Powys, specifically for recession related issues. This will also allow the organisation to reach new client groups and to assist partner agencies to offer a more ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

Age Range of Trustees: 54-80
  • CAROL DAPHNE THOMAS (Chair) Appointed: 2015, Occupation: Retired
  • JACKIE HANKINS Appointed: 2001, Occupation: Local Government Officer
  • JANE KEARLE Appointed: 2018, Occupation: Retired
  • JOHN KEARLE Appointed: 2015, Occupation: Retired
  • MARK CHRISTOPHER HARVEY Appointed: 2016, Occupation: Solicitor
  • PETER RICHARD SWANSON Appointed: 2016, Occupation: Retired/Company Director
  • SARAH EVANS Appointed: 2022, Occupation: Commercial Director
  • STUART MARK ROBERTSON Appointed: 2024, Occupation: Reitred
Legal constitution
  • Charitable company registered in England & Wales on 21/10/2002, number: 1094263
  • Registered at Companies House on 06/08/2001, number: 04265661
Gift Aid
  • NOT 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
  • Paying staff
  • 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; AR06: 1 days late, AR04: 1 days late,
Main office

LADYWELL HOUSE
NEWTOWN
POWYS
SY16 1QS

Objectives

THE CHARITY’S OBJECTS (‘OBJECTS’) ARE SPECIFICALLY: 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 POWYS AND SURROUNDING AREAS

Defined Area of Benefit:

WALES, IN PARTICULAR POWYS

Data Sources

Charity Commission for England and Wales
360 Giving

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