Finance Score: 1
Governance Score: -2
Support Score: 3
  • Poor Liquidity: -1
  • Strong growth: +2
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • All male board: -3
  • Grant maker support: +3
Overall GiG Score: 2 ?

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
  • 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board is completely 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
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£798£855£-57£0£125£490.700
31/03/22£843£733£110£0£182£490.800
31/03/21£640£649£-9£0£72£56100
31/03/20£258£251£6n/an/an/an/an/a0
31/03/19£369£369£1n/an/an/an/an/a0
31/03/18£328£296£32£0£0£0n/a00
31/03/17£281£264£18£0£0£0n/a00
31/03/16£339£369£-29£0£0£0n/a00
31/03/15£279£312£-33£0£0£0n/a00
31/03/14£258£197£61£0£0£0n/a00
31/03/13£86£73£13£0£0£0n/a00
31/03/12*£105£98£7£0£0£0n/a00
31/03/11*£20£29£-9£0£0£0n/a00
31/03/10*£47£33£14£0£0£0n/a00

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 ?
Established: 15 years

www.citizensadvicedorset.org.uk

admin@eastdorsetcab.org.uk

01202857100

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
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
  • Advice organisations
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'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
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 ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 65-76
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

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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