Finance Score: -3

Governance Score: 3

Support Score: 3

Volatile income: -3
No PartB

Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 3

CITIZENS ADVICE CHEADLE

To provide a free independent, confidential advice and information service with the twin aims of the Citizens Advice Service, which are to provide the advice people need for the problems they face and to improve the policies and practices that affect peoples lives.

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 gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile recently

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/12/22?	*	£186	£180	£5	n/a	n/a	n/a	n/a	n/a	6
31/03/21		£232	£172	£60	n/a	n/a	n/a	n/a	n/a	10
31/03/20		£143	£165	£-21	n/a	n/a	n/a	n/a	n/a	25
31/03/19		£119	£125	£-7	n/a	n/a	n/a	n/a	n/a	21
31/03/18		£122	£128	£-6	£0	£0	£0	n/a	0	0
31/03/17		£121	£149	£-27	£0	£0	£0	n/a	0	0
31/03/16		£192	£190	£2	£0	£0	£0	n/a	0	0
31/03/15		£265	£233	£32	£0	£0	£0	n/a	0	0
31/03/14		£300	£274	£27	£0	£0	£0	n/a	0	0
31/03/13		£307	£289	£18	£0	£0	£0	n/a	0	0
31/03/12		£246	£283	£-37	£0	£0	£0	n/a	0	0
31/03/11		£364	£352	£12	£0	£0	£0	n/a	0	0
31/03/10		£437	£347	£90	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 15 years

www.citizensadvicecheadle.org.uk

admin@citizensadvicecheadle.org.uk

01538751816

Charity Commission for England and Wales

Tweets

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

Staffordshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
6 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
National Lottery Community Fund - Consolidating Digital
£9,711	14/05/2021	The funding will be used to employ a digitally skilled worker to re-examine service delivery and implement necessary changes to include working with non digitally skilled clients staff and volunteers.
DCMS - Coronavirus Community Support Fund
£9,934	07/08/2020	"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."
National Lottery Community Fund - Help from Home
£9,955	30/04/2020 6	The funding will be used to provide financial advice and guidance to residents during the coronavirus pandemic. The project aims to support the needs of the community.
National Lottery Community Fund - Just Ask ...
£9,671	12/07/2017 12	This group will use the funding to set up a pilot project in which people with mental health issues will have increased access to the organisation’s service. This will give local people easier ....more This group will use the funding to set up a pilot project in which people with mental health issues will have increased access to the organisation’s service. This will give local people easier access to advice and guidance about mental health via a text messaging system.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ALAN WILLIAM BRADLEY Appointed: 2021

JONATHAN MARK COTGREAVE Appointed: 2020

SERENA JANE TEASDALE Appointed: 2020

MRS G BURTON Appointed: 2012, Occupation: Trustee

TIMOTHY HALLIDAY, Occupation: Trustee

MARGARET GRAHAMSLAW Appointed: 2020, Occupation: Head Of Occupational Health, Other trusteeship: STAFFORDSHIRE NORTH AND STOKE-ON-TRENT CITIZENS ADVICE BUREAUX,

STEPHEN DAWSON (Chair) Appointed: 2020, Occupation: Consultant, Other trusteeship: STAFFORDSHIRE NORTH AND STOKE-ON-TRENT CITIZENS ADVICE BUREAUX,

Legal constitution

Charitable company registered in England & Wales on 26/03/2009, number: 1128833
Registered at Companies House on 18/03/2008, number: 06537196

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

13 returns made; AR22: 114 days late,

Main office

G3
Daisybank House
17-19 Leek Road
Cheadle
STOKE-ON-TRENT
ST10 1JE

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 CHEADLE AND SURROUNDING AREAS

Defined Area of Benefit:

CHEADLE AND SURROUNDING AREAS

Data Sources