Finance Score: 2

Governance Score: 4

Support Score: 5

Strong growth: +2

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 11

CITIZENS ADVICE EAST LANCASHIRE

We are a voluntary service that provides advice & information to the general public. Also specialists advice & help with debt & welfare benefit problems.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male
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		£758	£557	£200	£0	£552	£520	11.2	21	15
31/03/22		£467	£394	£73	n/a	n/a	n/a	n/a	n/a	12
31/03/21		£407	£333	£75	n/a	n/a	n/a	n/a	n/a	12
31/03/20		£392	£320	£71	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£315	£302	£13	n/a	n/a	n/a	n/a	n/a	30
31/03/18		£297	£296	£1	£0	£0	£0	n/a	0	0
31/03/17		£314	£315	£-1	£0	£0	£0	n/a	0	0
31/03/16		£401	£404	£-3	£0	£0	£0	n/a	0	0
31/03/15		£503	£471	£32	£2	£123	£103	2.6	12	0
31/03/14		£435	£425	£10	£0	£0	£0	n/a	0	0
31/03/13		£390	£393	£-3	£0	£0	£0	n/a	0	0
31/03/12		£331	£371	£-41	£0	£0	£0	n/a	0	0
31/03/11		£352	£393	£-41	£0	£0	£0	n/a	0	0
31/03/10		£343	£362	£-19	£0	£0	£0	n/a	0	0
31/03/09	*	£226	£219	£7	£0	£0	£0	n/a	0	0
31/03/08	*	£339	£334	£5	£0	£0	£0	n/a	0	0
31/03/07	*	£365	£375	£-10	£0	£0	£0	n/a	0	0
31/03/06	*	£98	£121	£-24	£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: 18%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 11.2 months
Net Current Assets/Spending: 12 months
Quick Ratio: 5.3

Asset Split ?

Established: 19 years

helenheapcab@gmail.com

01282 616750

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
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

Lancashire,

Who it helps

The General Public/Mankind

Who works here?

21 employees
15 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

HM Revenue & Customs	£76,800
National Lottery Community Fund	£10,000
DCMS	£8,462

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - BPCA Drop In
£10,000	22/12/2021	The funding will be used to carry out repairs to the lobby to reopen our drop in facilities at Nelson office.The project aims to help more people to access the help they need at the earliest possible ....more The funding will be used to carry out repairs to the lobby to reopen our drop in facilities at Nelson office.The project aims to help more people to access the help they need at the earliest possible stage giving them more options in how to deal with their issues alleviating their anxiety and stress and helping them manage the difficulties they face.
HM Revenue & Customs - HMRC Grant Funding
£38,400	01/04/2021	Supporting HMRC customers who need extra help accessing HMRC services
DCMS - Coronavirus Community Support Fund
£8,462	25/09/2020	"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."
HM Revenue & Customs - HMRC Grant Funding
£38,400	01/04/2020	Supporting HMRC customers who need extra help accessing HMRC services
HM Revenue & Customs - HMRC Grant Funding
£38,400	01/04/2019	Supporting HMRC customers who need extra help accessing HMRC services
National Lottery Community Fund - AdviceLink
£9,963	07/03/2019 12	The project aims to increase outreach, enabling more of the community to get the advice and information needed to improve lives.The funding will be used to run Advicelink at the bureau.
National Lottery Community Fund - Optimizing our work space and public image
£10,000	05/02/2014 12	_x000B_This is a project by an incorporated charity in Lancashire. The organisation will use the funding to cover a percentage of the cost of improving the fabric of their building in order to ....more _x000B_This is a project by an incorporated charity in Lancashire. The organisation will use the funding to cover a percentage of the cost of improving the fabric of their building in order to enhance the work environment for staff and volunteers. This will bring their premises, which are in a state of disrepair, up to health and safety standards; and allow them to provide a safe and comfortable environment for staff and beneficiaries._x000B_
National Lottery Community Fund - Advice Services Consortium Burnley and Pendle (ASC Burnley and Pendle)
£286,753	19/04/2013 24	Burnley and Pendle Citizens Advice Bureau (BPCAB) will lead a partnership of four organisations with specific capacity to reach those most in need of advice including older people, homeless and those ....more Burnley and Pendle Citizens Advice Bureau (BPCAB) will lead a partnership of four organisations with specific capacity to reach those most in need of advice including older people, homeless and those with complex needs. Services will be integrated at four local 'hubs', three new community based outreach surgeries will be established in areas of high deprivation and a peer advocacy and empowerment programme will be implemented.
Lloyds Bank Foundation - Grant to Burnley & Pendle CAB
£22,000	29/10/2012	the salary costs of the Specialist Benefit Caseworker

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 11/13 persons

Age Range of Trustees: 24-84

MADEEHAH KHAN-ISRAEEL Appointed: 2023, Occupation: Director

ANN CATHERINE MCINTYRE Appointed: 2023, Occupation: Director

PATRICK MARK MANLEY Appointed: 2023, Occupation: Director

PAUL ANDREW LASKEY Appointed: 2022, Occupation: Director

SAGHIR AHMED Appointed: 2016, Occupation: Director

BRIAN HOBBS (Chair) Appointed: 2013, Occupation: Company Director

CLLR MARILYN WINIFRED ANNE PROCTER Appointed: 2023, Occupation: Director, Other trusteeship: VETERANS IN COMMUNITIES,

DAVID RICHARD JOHN PENNEY Appointed: 2017, Occupation: Director

MOHAMMED ABDULLAH Appointed: 2011, Occupation: Director

PETER JOHN KENYON Appointed: 2011, Occupation: Retired

HUGH SOMERVILLE MCGINN Appointed: 2023, Occupation: Finance, Other trusteeship: CITIZENS ADVICE ROSSENDALE & HYNDBURN LTD,

JOHN MARTIN BLACKBURN Appointed: 2023, Occupation: Retired, Other trusteeship: CITIZENS ADVICE ROSSENDALE & HYNDBURN LTD,

JOHN NICHOLAS PILLING Appointed: 2023, Occupation: Retired, Other trusteeship: CITIZENS ADVICE ROSSENDALE & HYNDBURN LTD,

Legal constitution

Charitable company registered in England & Wales on 10/10/2005, number: 1111611
Registered at Companies House on 18/08/2005, number: 05540011

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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

18 returns made; AR09: 101 days late, AR08: 11 days late, AR07: 111 days late, AR06: 113 days late,

Main office

KM Chartered Accountants
Burnley Wharf
Manchester Road
BURNLEY
Lancashire
BB11 1JG

Objectives

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

Defined Area of Benefit:

PENDLE DISTRICT AND SURROUNDING AREAS.

Data Sources