Finance Score: 8

Governance Score: 3

Support Score: 0

Good reserves management: +3
Strong growth: +2
Fundraising costs low: +3

Gender balanced board: +3

No supporters identified

Overall GiG Score: 11

MERTHYR TYDFIL CITIZENS ADVICE BUREAU

Advice Service

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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
This charity is based in an area of high deprivation

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

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	£1,209	£1,204	£4	£3	£1,052	£375	3.7	54	15
31/03/22	£1,656	£1,177	£480	£3	£1,047	£354	3.6	47	7
31/03/21	£882	£769	£114	£3	£568	£301	4.7	32	7
31/03/20	£774	£678	£96	£4	£454	£314	5.6	30	37
31/03/19	£566	£572	£-5	£6	£358	£298	6.2	24	24
31/03/18	£453	£427	£27	£0	£0	£0	n/a	0	0
31/03/17	£478	£419	£59	£0	£0	£0	n/a	0	0
31/03/16	£461	£451	£11	£0	£0	£0	n/a	0	0
31/03/15	£362	£360	£3	£0	£0	£0	n/a	0	0
31/03/14	£317	£300	£17	£0	£0	£0	n/a	0	0
31/03/13	£300	£269	£31	£0	£0	£0	n/a	0	0
31/03/12	£253	£259	£-6	£0	£0	£0	n/a	0	0
31/03/11	£268	£329	£-61	£0	£0	£0	n/a	0	0
31/03/10	£237	£283	£-46	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 5%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 36%
Reserves/Spending: 3.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 5.3

Asset Split ?

Established: 16 years

www.citizensadvicemt.org.uk

alison.bevan@citizensadvicemt.org.uk

01685382188

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Merthyr Tydfil,

This charity is based in an area of high deprivation

Who it helps

The General Public/Mankind

Who works here?

54 employees
15 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 65-88

BEVERLEY ANN DAVIES Appointed: 2023, Occupation: Retired

DR SUBRAHMANYAM GANESH, Other trusteeship: ROTARY JAIPUR LIMB PROJECT,

ALYSON DAVIES Appointed: 2021, Occupation: Retired, Other trusteeship: CITIZENS ADVICE SOUTH EAST WALES LTD,

BRIAN ALBERT HEGGIE Appointed: 2013, Occupation: Retired

COLIN THOMAS Appointed: 2022, Occupation: Retired, Other trusteeship: CANCER AID MERTHYR TYDFIL LTD,

KEITH WILLIAMS, Occupation: Retired

LAURA GUARD Appointed: 2010, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 28/10/2008, number: 1126473
Registered at Companies House on 23/07/2008, number: 06654115

Gift Aid

NOT registered with HMRC for Gift Aid

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

14 returns made; all on time

Main office

Post Office Lane
Merthyr Tydfil
CF47 8BE

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 IMMEDIATE COMMUNITIES IN THE BOROUGH OF MERTHYR TYDFIL BUT GENERALLY THROUGHOUT WALES. (“THE AREA OF BENEFIT”).

Defined Area of Benefit:

IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE IMMEDIATE COMMUNITIES IN THE BOROUGH OF MERTHYR TYDFIL BUT GENERALLY THROUGHOUT WALES.

Data Sources