Finance Score: -5

Governance Score: 0

Support Score: 8

Multiple Deficits and declines: -5
No PartB

Narrow trustee age band: -2
Dynamic board: +3
Mainly male board: -1

Grant maker support: +8

Overall GiG Score: 3

CITIZENS ADVICE HAVANT

To provide independent, confidential, impartial and free advice

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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	*	£309	£442	£-133	n/a	n/a	n/a	n/a	n/a	48
31/03/22		£957	£949	£9	£2	£173	£172	2.2	18	40
31/03/21		£468	£332	£135	n/a	n/a	n/a	n/a	n/a	51
31/03/20		£334	£333	£1	n/a	n/a	n/a	n/a	n/a	52
31/03/19		£264	£310	£-45	n/a	n/a	n/a	n/a	n/a	52
31/03/18		£334	£350	£-16	£0	£0	£0	n/a	0	0
31/03/17		£406	£408	£-2	£0	£0	£0	n/a	0	0
31/03/16		£394	£387	£7	£0	£0	£0	n/a	0	0
31/03/15		£386	£344	£42	£0	£0	£0	n/a	0	0
31/03/14		£284	£280	£4	£0	£0	£0	n/a	0	0
31/03/13		£217	£228	£-11	£0	£0	£0	n/a	0	0
31/03/12		£226	£237	£-11	£0	£0	£0	n/a	0	0
31/03/11		£268	£267	£1	£0	£0	£0	n/a	0	0
31/03/10		£295	£272	£23	£0	£0	£0	n/a	0	0
31/03/09		£216	£199	£18	£0	£0	£0	n/a	0	0
31/03/08		£235	£219	£16	£0	£0	£0	n/a	0	0
31/03/07	*	£287	£289	£-1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 19 years

www.citizensadvicehavant.org

office.admin@cahavant.org.uk

02392459920

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Hampshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
48 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

National Lottery Community Fund	£277,000
DCMS	£80,000
CAF	£3,750

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Work out your money - phase 3
£277,000	30/08/2023	This funding will be used to run economic workshops to educate people on debt and benefits advice. The project aims to develop new skills and support people through the cost of living crisis.
DCMS - Coronavirus Community Support Fund
£80,000	02/09/2020	"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."
CAF - Grant to Citizens Advice Havant
£3,750	26/05/2020 3	Grant to Citizens Advice Havant to support the organisation through COVID19
National Lottery Community Fund - Work Out Your Money
£255,000	31/10/2018 36	The project runs financial capability workshops around developing money skills in the community to prevent and combat financial difficulties. Support includes building participants' confidence to ....more The project runs financial capability workshops around developing money skills in the community to prevent and combat financial difficulties. Support includes building participants' confidence to create a personalised budget and share money saving ideas in small relaxed groups adapted to each individual audience's needs.
National Lottery Community Fund - 'workoutyourmoney'
£394,142	17/07/2013 48	This new project aims to improve the financial confidence in Havant by working with up to 30 local organisations, developing effective networks and a referral process. The CAB will offer light touch ....more This new project aims to improve the financial confidence in Havant by working with up to 30 local organisations, developing effective networks and a referral process. The CAB will offer light touch help with household budgeting and personal finances, through workshops, adult education classes and family learning sessions as well as drop-ins. It will also offer home visits and secondary school events. Focus will be on engaging people from the Leigh Park, Wecock Farm and South Hayling areas.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 59-77

DAVID JOHN GRIFFITHS Appointed: 2022, Occupation: Retired Solicitor

TRACEY STAKES Appointed: 2022, Occupation: Chartered Accountant, Other trusteeships: VOLUNTARY ACTION ARUN AND CHICHESTER, SOUTHERN DOMESTIC ABUSE SERVICE,

EDWARD PHILIP WOODHOUSE Appointed: 2015, Occupation: Retired Management Professional

IRENE RHODA STRATTON Appointed: 2007, Occupation: Retired

ROBIN LESLIE JOHNS Appointed: 2010, Occupation: Education Consultant

ROBERT CLIVE SWEATMAN (Chair) Appointed: 2022, Occupation: Retired, Other trusteeship: THE GRASSROOTS TRUST,

Legal constitution

Charitable company registered in England & Wales on 04/10/2005, number: 1111564
Registered at Companies House on 25/07/2005, number: 05517228

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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
Investment
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

17 returns made; AR23: 13 days late, AR07: 21 days late,

Main office

57 The Meridian Centre
Elm Lane
Havant
Hampshire
PO9 1UW

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 HAVANT AND SURROUNDING AREAS.

Defined Area of Benefit:

HAVANT AND ITS ENVIRONS.

Data Sources