Finance Score: 1

Governance Score: 0

Support Score: 2

Poor Liquidity: -1
Strong growth: +2

Narrow trustee age band: -2
Dynamic board: +3
Mainly male board: -1

Overall weighted support: +2

Overall GiG Score: 3

CITIZENS ADVICE IN DORSET

To promote, support and advance the Citizens Advice Bureau in Dorset for the benefit of all the people in Dorset

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£798	£855	£-57	£0	£125	£49	0.7	0	0
31/03/22		£843	£733	£110	£0	£182	£49	0.8	0	0
31/03/21		£640	£649	£-9	£0	£72	£56	1	0	0
31/03/20		£258	£251	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£369	£369	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£328	£296	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£281	£264	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£339	£369	£-29	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£279	£312	£-33	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£258	£197	£61	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£86	£73	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	*	£105	£98	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£20	£29	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	*	£47	£33	£14	n/a	n/a	n/a	n/a	n/a	n/a

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: 43%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 39%
Reserves/Spending: 0.7 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3

Asset Split ?

Balance Sheet History

Established: 15 years

www.citizensadvicedorset.org.uk

admin@eastdorsetcab.org.uk

01202857100

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Acts as an umbrella or resource body

Where it operates

Dorset,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Citizens Advice Central Dorset
£4,550	13/06/2023	As advised by donor towards debt advice.
Quartet Community Foundation - Grant to Citizens Advice Central Dorset
£2,340	09/06/2022	As advised by donor towards debt advice.
National Lottery Community Fund - Connecting Advice In Dorset
£342,769	19/04/2013 36	The aim of this new project is to provide an integrated network of advice agencies in the Dorset, Bournemouth and Poole areas. The project will cover the local authority areas of East, North and West Dorset, Bournemouth and Poole. This will enable ....more The aim of this new project is to provide an integrated network of advice agencies in the Dorset, Bournemouth and Poole areas. The project will cover the local authority areas of East, North and West Dorset, Bournemouth and Poole. This will enable providers to provide more efficient and comprehensive service to clients.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 59-77

ALAN BREAKWELL Appointed: 2020, Occupation: Retired

DAVID KEITH MATHIESON GIBSON Appointed: 2022, Occupation: Retired

LAVINIA SONNENBERG Appointed: 2024, Occupation: Full-Time Carer

STEPHEN NOEL PARKER Appointed: 2016, Occupation: Retired

STEPHEN BEARE Appointed: 2024, Occupation: Retired

STUART DAWSON Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 09/06/2009, number: 1130056
Registered at Companies House on 22/12/2008, number: 06778548

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

14 returns made; AR12: 2 days late, AR11: 2 days late, AR10: 32 days late,

Main office

Citizens Advice in Dorset - EDCA
Hanham Road
WIMBORNE
Dorset
BH21 1AS

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 community in England and Wales.

Defined Area of Benefit:

DORSET

Data Sources

Watch Inspiring Videos

Save the upside down forest

Change the ending - the pain of Alzheimers

Help Dads in prison stay in touch with their children