Finance Score: 4

Governance Score: 6

Support Score: 6

Good reserves management: +3
Reasonable growth: +1

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 16

CITIZENS ADVICE HAMPSHIRE

Citizens Advice Hampshire acts as a consortium of all Citizens Advice Bureaux in Hampshire, Portsmouth and Isle of Wight. It works to build the capacity of the service, develop new services that meet client needs and works to improve the impact of the service by promotion, networking and social policy campaigning

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 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	£961	£874	£87	£0	£735	£232	3.2	5	0
31/03/22	£830	£781	£49	£0	£648	£206	3.2	7	0
31/03/21	£758	£640	£118	£0	£599	£209	3.9	4	0
31/03/20	£687	£504	£183	£0	£481	£198	4.7	4	0
31/03/19	£533	£558	£-25	£0	£298	£161	3.5	4	11
31/03/18	£648	£621	£28	£0	£320	£151	2.9	5	0
31/03/17	£744	£702	£42	£0	£289	£117	2	5	0
31/03/16	£881	£775	£106	£0	£226	£93	1.4	5	0
31/03/15	£693	£699	£-6	£131	£0	£0	n/a	4	0
31/03/14	£670	£635	£36	£83	£134	£84	1.6	5	0
31/03/13	£567	£574	£-8	£6	£85	£52	1.1	5	0
31/03/12	£534	£529	£5	£5	£93	£50	1.1	4	0
31/03/11	£640	£623	£17	£4	£88	£45	0.9	3	0
31/03/10	£471	£430	£41	£0	£0	£0	n/a	0	0
31/03/09	£136	£144	£-8	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

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: 22%
Unrestricted Funds/Total Funds: 32%
Reserves/Spending: 3.2 months
Net Current Assets/Spending: 10 months
Quick Ratio: 3.7

Asset Split ?

Established: 16 years

www.citahants.org

ceo@citahants.org

07508142601

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Hampshire, Isle Of Wight, Portsmouth City, Southampton City, Surrey,

Who it helps

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

Who works here?

5 employees

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
National Lottery Community Fund - Hampshire Debt Advice for Hard to Reach and Vulnerable Clients
£499,652	23/09/2022	This funding will be used to deliver specialist debt advice for hard to reach and vulnerable clients in Hampshire. This project will support 1000 residents and their families offering face to face ....more This funding will be used to deliver specialist debt advice for hard to reach and vulnerable clients in Hampshire. This project will support 1000 residents and their families offering face to face specialist debt advice for those with complex debt issues.
DCMS - VSCE CMC Fund
£125,000	01/10/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-79

CATHERINE DIANE BROOKS Appointed: 2024, Occupation: Retired

ANNE MARGARET WINSTANLEY Appointed: 2022, Occupation: Retired, Other trusteeship: EASTLEIGH CITIZENS ADVICE BUREAU,

DAVID MOXON Appointed: 2024, Occupation: Retired Civil Servant, Other trusteeship: CITIZENS ADVICE NEW FOREST,

PAUL ELLISON Appointed: 2024, Occupation: Retired, Other trusteeship: FAREHAM CITIZENS ADVICE BUREAU,

SARAH ANN MCNEICE Appointed: 2023, Occupation: Occupation Service Performance And Quality Manage, Other trusteeship: GOSPORT HOSPITAL RADIO,

STEPHEN ROY BOWDEN Appointed: 2018, Occupation: Retired

MR RICHARD MACKAY, Occupation: Chartered Accountant, Other trusteeship: CITIZENS ADVICE GOSPORT,

MARTIN ELLIS STERN Appointed: 2019, Occupation: Unemployed, Other trusteeship: CITIZENS ADVICE - HART DISTRICT LIMITED,

PROF THOMAS ANTONY DOWNES Appointed: 2022, Occupation: Director, Other trusteeships: TADLEY AND DISTRICT CITIZENS ADVICE BUREAU, THE COMMONWEALTH PHARMACISTS ASSOCIATION,

SARAH FELICITY GOODING Appointed: 2021, Occupation: Company Director, Other trusteeships: WINCHESTER DISTRICT CITIZENS ADVICE BUREAU, WINCHESTER ACTION ON CLIMATE CHANGE LTD,

Legal constitution

Charitable company registered in England & Wales on 08/02/2008, number: 1122695
Registered at Companies House on 23/11/2007, number: 06435678

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

15 returns made; all on time

Main office

c/o Wood Hicks & Co Accountant
1 Warrior Court
9-11 Mumby Road
Gosport
Hampshire
PO12 1BS

Objectives

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

Defined Area of Benefit:

HAMPSHIRE

Data Sources