Finance Score: 0

Governance Score: 3

Support Score: 3

Good trustee age range: +3

Grant maker support: +3

Overall GiG Score: 6

CITIZENS ADVICE LEICESTERSHIRE

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 Leicestershire and surrounding areas.

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 age

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		£1,687	£1,665	£23	£0	£652	£652	4.7	57	50
31/03/22		£1,648	£1,532	£117	£0	£630	£609	4.8	56	60
31/03/21		£1,625	£1,521	£103	£0	£513	£493	3.9	58	79
31/03/20		£1,599	£1,633	£-34	£0	£410	£391	2.9	59	100
31/03/19		£1,541	£1,367	£175	£0	£443	£443	3.9	54	140
31/03/18		£1,531	£1,525	£6	£0	£269	£268	2.1	52	0
31/03/17		£1,496	£1,490	£6	£0	£262	£262	2.1	55	0
31/03/16		£1,720	£1,669	£51	£0	£257	£257	1.8	59	0
31/03/15		£1,573	£1,560	£13	£68	£205	£169	1.3	53	0
31/03/14		£1,799	£1,731	£69	£57	£192	£132	0.9	45	0
31/03/13		£1,167	£1,204	£-38	£0	£124	£63	0.6	51	0
31/03/12		£870	£1,000	£-130	£70	£209	£201	2.4	30	0
31/03/11	*	£1,024	£1,004	£21	£72	£294	£286	3.4	28	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 36%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 4.7 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.6

Asset Split ?

Established: 14 years

www.citizensadviceleicestershire.org

website@citizensadviceleicestershire.org

08082787970

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Leicester City, Leicestershire,

Who it helps

The General Public/Mankind

Who works here?

57 employees
50 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
DCMS - VSCE CMC Fund
£7,720	29/09/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
DCMS - Coronavirus Community Support Fund
£66,063	30/06/2020	"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 - Leicestershire Access Project (LAP)
£343,461	19/04/2013 24	The aim of this new project is for Leicestershire Citizens Advice Bureau (LCAB) to improve the access to services for those clients most in need, through the setting up of access points, across the ....more The aim of this new project is for Leicestershire Citizens Advice Bureau (LCAB) to improve the access to services for those clients most in need, through the setting up of access points, across the seven districts of Blaby, Hinckley and Bosworth, Harborough, Melton, North West Leicestershire, Oadby and Wigston, together with Leicester City. Please note: LCAB covers this area as a result of a merger in January 2012.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 41-77

ZALFA FEGHALI Appointed: 2023, Occupation: University Lecturer

DAVID SCRUTON Appointed: 2023, Occupation: Local Government Officer

MARIE-ANNE BEERE Appointed: 2017, Occupation: Director

JOHN WALTERS Appointed: 2015, Occupation: Business Manager

MALCOLM FLAHERTY (Chair) Appointed: 2010, Occupation: University Lecturer

NARENDRA WAGHELA Appointed: 2012, Occupation: Retired, Other trusteeships: VOLUNTARY ACTION LEICESTER, LEICESTER COUNCIL OF FAITHS LIMITED,

PETER SYMONDS Appointed: 2015, Occupation: Director

REV VICTOR GOODMAN, Occupation: Parish Priest

Legal constitution

Charitable company registered in England & Wales on 22/03/2010, number: 1135081
Registered at Companies House on 11/03/2010, number: 07186736

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
Investment
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

13 returns made; AR11: 46 days late,

Main office

Clarence House
Clarence House
46 Humberstone Gate
LEICESTER
LE1 3PJ

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 Leicestershire, Leicester City and surrounding areas.

Defined Area of Benefit:

SOUTH AND WEST LEICESTERSHIRE

Data Sources