Finance Score: 0

Governance Score: 9

Support Score: 3

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

Grant maker support: +3

Overall GiG Score: 12

CARLISLE AND EDEN DISTRICTS CITIZENS ADVICE BUREAU

The charity provides free, independent, confidential and impartial advice to everyone within the districts of Carlisle and Eden and the surrounding areas on their rights and responsibilities.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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		£790	£687	£104	£0	£701	£676	11.8	30	30
31/03/22		£584	£495	£90	£0	£598	£598	14.5	20	43
31/03/21		£563	£469	£93	£0	£508	£505	12.9	19	40
31/03/20		£440	£457	£-17	n/a	n/a	n/a	n/a	n/a	45
31/03/19		£460	£484	£-24	n/a	n/a	n/a	n/a	n/a	42
31/03/18		£441	£551	£-110	£0	£0	£0	n/a	0	0
31/03/17		£447	£454	£-7	£0	£0	£0	n/a	0	0
31/03/16		£476	£402	£74	£0	£0	£0	n/a	0	0
31/03/15	*	£460	£371	£89	£0	£0	£0	n/a	0	0
31/03/14	*	£492	£370	£122	£0	£0	£0	n/a	0	0
31/03/13		£455	£342	£114	£0	£0	£0	n/a	0	0
31/03/12		£316	£294	£22	£0	£0	£0	n/a	0	0
31/03/11		£348	£311	£37	£0	£0	£0	n/a	0	0
31/03/10		£350	£312	£38	£0	£0	£0	n/a	0	0
31/03/09		£293	£284	£9	£0	£0	£0	n/a	0	0
31/03/08	*	£288	£267	£21	£0	£0	£0	n/a	0	0
31/03/07	*	£249	£239	£10	£0	£0	£0	n/a	0	0
31/03/06		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	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: 18%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 11.8 months
Net Current Assets/Spending: 12 months
Quick Ratio: 5.4

Asset Split ?

Established: 19 years

www.ca-ce.org.uk

03300563037

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who works here?

30 employees
30 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
HM Revenue & Customs - SME Brexit Support Fund
£2,000	30/04/2021	Training Grant provided for Customs training purposes
Cumbria Community Foundation - CACE Covid Recovery Project
£13,698	02/02/2021	CACE Covid Recovery Project
Cumbria Community Foundation - Donor directed COVID-19
£50,000	20/01/2021	Donor directed COVID-19
Cumbria Community Foundation - CACE Covid Recovery Project
£7,052	17/12/2020	CACE Covid Recovery Project
Cumbria Community Foundation - Additional staff and equipment costs
£5,600	24/09/2020	Additional staff and equipment costs
Cumbria Community Foundation - Additional staff and equipment costs
£4,400	24/09/2020	Additional staff and equipment costs
Cumbria Community Foundation - Donor directed COVID-19
£25,000	07/04/2020 5	Donor directed COVID-19
Cumbria Community Foundation - Equipment and staff costs
£2,750	26/03/2020 4	Equipment and staff costs
National Lottery Community Fund - Eden Advice Link (EAL)
£233,220	19/04/2013 36	The aim of this new project is to develop a sustainable collaboration of four key specialist advice partners: Carlisle and Eden District Citizens Advice Bureau (CAB), Cumbria Law Centre (CLC), ....more The aim of this new project is to develop a sustainable collaboration of four key specialist advice partners: Carlisle and Eden District Citizens Advice Bureau (CAB), Cumbria Law Centre (CLC), Carlisle City Council Welfare Benefits Advice Service (BAS) and Age UK Carlisle and Eden (AUK); and with Eden District Council, Carlisle and Eden Mind and Eden Housing as supporting partners.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 23-86

MIREIA MUNOZ-SOLDADO Appointed: 2022, Occupation: Risk Manager

CATRIONA ROBERTSON MACKENZIE MORTON (Chair) Appointed: 2022, Occupation: Retired

KATIE FELTHAM Appointed: 2024, Occupation: Trainee Solicitor

MICHAEL CHRISTOPHER WHELAN Appointed: 2023, Occupation: Retired

PAUL FORSTER Appointed: 2022, Occupation: Lawyer

ANDREW JOHN SETTERS Appointed: 2016, Occupation: Consultant

JACQUELINE NICOL Appointed: 2017, Occupation: Retired Manager

MIKE TAYLOR Appointed: 2017, Occupation: Nhs Trust Chair

STEPHEN PETER SMITH Appointed: 2023, Occupation: Retired, Other trusteeship: CARLISLE UNITED FC COMMUNITY SPORTS TRUST,

Legal constitution

Charitable company registered in England & Wales on 24/08/2005, number: 1111024
Registered at Companies House on 07/03/2005, number: 05384148

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR15: 76 days late, AR14: 1 days late, AR08: 0 days late, AR07: 120 days late,

Main office

4th Floor
Broadacre House
Lowther Street
CARLISLE
Cumbria
CA3 8DA

Objectives

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 Carlisle & Eden and surrounding areas.

Defined Area of Benefit:

CARLISLE AND DISTRICT AND SURROUNDING AREAS

Data Sources