Finance Score: 3

Governance Score: 9

Support Score: 2

Liabilities <10%: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 14

CITIZENS ADVICE EAST HAMPSHIRE LIMITED

We provide free independent,confidential and impartial advice to everyone on their rights and responsibilities. We value diversity, promote equality and challenge discrimination. The service aims:1. to provide the advice people need for the problems they face, and2. to improve the policies and paractices that affect people's lives.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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 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	£607	£499	£108	£0	£564	£388	9.3	9	55
31/03/22	£828	£734	£94	£0	£456	£410	6.7	8	58
31/03/21	£548	£395	£153	£0	£362	£345	10.5	7	58
31/03/20	£321	£275	£46	n/a	n/a	n/a	n/a	n/a	65
31/03/19	£274	£258	£16	n/a	n/a	n/a	n/a	n/a	71
31/03/18	£295	£322	£-28	£0	£0	£0	n/a	0	0
31/03/17	£320	£405	£-85	£0	£0	£0	n/a	0	0
31/03/16	£416	£455	£-39	£0	£0	£0	n/a	0	0
31/03/15	£490	£455	£35	£0	£0	£0	n/a	0	0
31/03/14	£360	£356	£4	£0	£0	£0	n/a	0	0
31/03/13	£403	£385	£18	£0	£0	£0	n/a	0	0
31/03/12	£373	£392	£-19	£0	£0	£0	n/a	0	0
31/03/11	£455	£436	£19	£0	£0	£0	n/a	0	0
31/03/10	£237	£254	£-17	£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: 10%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 69%
Reserves/Spending: 9.3 months
Net Current Assets/Spending: 14 months
Quick Ratio: 10.1

Asset Split ?

Established: 15 years

www.citizensadvice.org.uk/east-hampshire/

ceo@caeasthants.org.uk

01420475541

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Hampshire,

Who it helps

The General Public/Mankind

Who works here?

9 employees
55 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
Department for Work and Pensions - ADMYHAIR LIMITED
£4,479	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - ADMYHAIR
£1,500	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
National Lottery Community Fund - 2020 Vision for Advice - An East Hampshire and Havant Partnership
£338,100	19/04/2013 24	The aim of this new project will see East Hampshire Citizens Advice Bureau (EHCAB) lead a ten member partnership to redesign and rebuild advice services across East Hampshire and Havant areas.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 23-80

BENJAMIN EDWARD THOMAS Appointed: 2023, Occupation: Manager

CHARLES BERESFORD-DAVIES Appointed: 2023, Occupation: Managing Director

CHERYL FISHER Appointed: 2023, Occupation: Director

DEREK GURNEY Appointed: 2023, Occupation: Retired

LUCY ALLARDICE Appointed: 2024, Occupation: Product Management

HELEN DAVIS Appointed: 2015, Occupation: Market Analyst

MICHAEL ANTHONY CROUCHER Appointed: 2009, Occupation: Chartered Engineer

PAUL KENNETH SUSANS Appointed: 2009, Occupation: Accountant, Other trusteeships: STEP (UK) - SEEKING TO EQUIP PEOPLE UK, ALTON CHRISTIAN CARE LIMITED,

ROBERT HUNT Appointed: 2019, Occupation: Finance Director

Legal constitution

Charitable company registered in England & Wales on 28/05/2009, number: 1129850
Registered at Companies House on 10/09/2008, number: 06694768

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
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

14 returns made; all on time

Main office

FOREST COMMUNITY CENTRE
PINEHILL ROAD
BORDON
GU35 0BS

Objectives

THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSEFOR THE BENEFIT OF THE COMMUNITY IN EAST HAMPSHIRE ANDSURROUNDING AREAS (THE AREA OF BENEFIT) BY THE ADVANCEMENTOF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH ANDTHE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

EAST HAMPSHIRE

Data Sources