Finance Score: 1

Governance Score: 9

Support Score: 1

Reasonable growth: +1
No PartB

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

Grant maker support: +1

Overall GiG Score: 11

NORTH WARWICKSHIRE CITIZENS ADVICE BUREAU

Provision of a free, impartial service of guidance and support, making responsible use of the experience so gained.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending 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 gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 20 years

www.nwcab.org.uk

admin@nwcab.org.uk

01827712852

Charity Commission for England and Wales

Tweets

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		£300	£301	£-1	n/a	n/a	n/a	n/a	n/a	22
31/03/22		£313	£266	£47	n/a	n/a	n/a	n/a	n/a	25
31/03/21		£284	£198	£86	n/a	n/a	n/a	n/a	n/a	28
31/03/20		£222	£203	£20	n/a	n/a	n/a	n/a	n/a	16
31/03/19		£192	£183	£9	n/a	n/a	n/a	n/a	n/a	16
31/03/18		£180	£221	£-41	£0	£0	£0	n/a	0	0
31/03/17		£243	£217	£26	£0	£0	£0	n/a	0	0
31/03/16		£289	£27	£262	£0	£0	£0	n/a	0	0
31/03/15		£307	£250	£57	£0	£0	£0	n/a	0	0
31/03/14		£257	£257	£-1	£0	£0	£0	n/a	0	0
31/03/13		£214	£166	£48	£0	£0	£0	n/a	0	0
31/03/12	*	£214	£166	£48	£0	£0	£0	n/a	0	0
31/03/11		£269	£216	£53	£0	£0	£0	n/a	0	0
31/03/10		£248	£233	£16	£0	£0	£0	n/a	0	0
31/03/09		£202	£180	£21	£0	£0	£0	n/a	0	0
31/03/08		£164	£175	£-10	£0	£0	£0	n/a	0	0
31/03/07		£168	£159	£9	£0	£0	£0	n/a	0	0
31/03/06		£170	£152	£19	£0	£0	£0	n/a	0	0
31/03/05		£53	£66	£-13	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing
Disability
Education/Training
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
22 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
DCMS - Coronavirus Community Support Fund
£10,000	04/09/2020	"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."
National Lottery Community Fund - North Warwickshire Advice Services Partnership
£257,844	25/04/2013 24	The aim of this new project is to bring advice services across North Warwickshire together, which will enhance efficiency, facilitate the sharing of resources and implement new infrastructure to ....more The aim of this new project is to bring advice services across North Warwickshire together, which will enhance efficiency, facilitate the sharing of resources and implement new infrastructure to improve the client journey.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-74

CHRISTOPHER STEPHEN WATSON Appointed: 2023, Occupation: Retired

EMMA LOUISE WILLIS Appointed: 2023, Occupation: Solicitor

GRAHAM RUSSELL SCOTT Appointed: 2023, Occupation: Retired

IAN THOMAS GORDON Appointed: 2021, Occupation: Non Executive Director

DAVID NORMAN STONE Appointed: 2014, Occupation: Retired, Other trusteeship: THE CHARITY OF PRISCILLA GENT AND OTHERS,

DR ROGER MINETT (Chair) Appointed: 2015, Occupation: Retired

MARGARET ANNE BUFTON-MCCOY Appointed: 2023, Occupation: Educational Consultant, Other trusteeship: THE COUNTRY TRUST,

COUNCILLOR MARIAN HUMPHREYS Appointed: 2019, Occupation: Assistant Practitioner Dementia Services, Other trusteeship: WARWICKSHIRE CORPORATE PARENTS ASSOCIATION,

LORRAINE TEAGUE Appointed: 2012, Occupation: Retired, Other trusteeship: UNIVERSITY COLLEGE BIRMINGHAM STUDENTS’ UNION (THE GUILD OF STUDENTS),

Legal constitution

Charitable company registered in England & Wales on 02/09/2004, number: 1105712
Registered at Companies House on 15/06/2004, number: 05154555

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
Investing charity funds 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

19 returns made; AR12: 1 days late,

Main office

Parish Rooms
Welcome Street
Atherstone
Warwickshire
CV9 1DU

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 IN NORTH WARWICKSHIRE AND SURROUNDING AREAS AND PERSONS CONTACTING THE BUREAU BY TELEPHONE OR ELECTRONIC MEANS.?

Defined Area of Benefit:

THE COMMUNITY IN NORTH WARWICKSHIRE AND SURROUNDING AREAS

Data Sources