Finance Score: 2

Governance Score: 0

Support Score: 4

Strong growth: +2
No PartB

Grant maker support: +4

Overall GiG Score: 6

HARLOW CITIZENS ADVICE BUREAU LIMITED

Our service provides free, independent, confidential, impartial advice and advocacy services to everyone within our community and surrounding areas both on general and specialist subjects.We are also able to use our national presence in order to lobby governments and local authorities on trends and concerns expressed or identified.

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£371	£387	£-16	n/a	n/a	n/a	n/a	n/a	15
31/03/22		£418	£383	£35	n/a	n/a	n/a	n/a	n/a	18
31/03/21		£339	£303	£36	n/a	n/a	n/a	n/a	n/a	24
31/03/20		£232	£231	£1	n/a	n/a	n/a	n/a	n/a	45
31/03/19		£209	£231	£-21	n/a	n/a	n/a	n/a	n/a	68
31/03/18		£220	£220	£0	£0	£0	£0	n/a	0	0
31/03/17		£216	£188	£28	£0	£0	£0	n/a	0	0
31/03/16		£213	£176	£37	£0	£0	£0	n/a	0	0
31/03/15		£199	£166	£32	£0	£0	£0	n/a	0	0
31/03/14	*	£137	£139	£-2	£0	£0	£0	n/a	0	0
31/03/13		£127	£124	£2	£0	£0	£0	n/a	0	0
31/03/12		£126	£135	£-9	£0	£0	£0	n/a	0	0
31/03/11		£138	£100	£38	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 14 years

www.harlowcitizensadvice.org.uk

sadie.crocker@harlowcitizensadvice.org.uk

08082787856

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Other charitable activities
Provides advocacy/advice/information

Where it operates

Essex,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
15 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.

Major supporters in last 5 years

Essex Community Foundation	£45,525
DCMS	£9,288
Co-Operative Group	£4,197

Specific Donations

Amount	When Months	To be used for
DCMS - Coronavirus Community Support Fund
£9,288	28/07/2020	"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."
Essex Community Foundation - Grant to Citizens Advice Bureau - Harlow
£2,000	15/04/2020	to supply additional IT equipment to staff and volunteers to ensure they can respond to an increased demand to the COVID19 pandemic
Essex Community Foundation - Housing retention and permitted development resident association development project
£43,525	29/01/2020 11	To employ a housing officer supporting those living within permitted developments and developing residents associations within Harlow over one year
Co-Operative Group - Grant to Citizens Advice Harlow
£4,197	15/11/2019	We want to help and support vulnerable new parents through the first two years of a baby's life, to combat depression and anxiety.
Lloyds Bank Foundation - Grant to Harlow CAB
£24,900	29/03/2011	a 12-week volunteering programme run 3 times a year for people with mental health issues to include salary, supervision and management costs, general office costs and a contribution towards expenses, ....more a 12-week volunteering programme run 3 times a year for people with mental health issues to include salary, supervision and management costs, general office costs and a contribution towards expenses, premise and marketing costs

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: 51-72

CHIDIEBERE NWEKE Appointed: 2022, Occupation: Local Government Officer

ANDREW WHYBROW Appointed: 2014, Occupation: Retired

ARTHUR DIEJOMOH Appointed: 2020, Occupation: Development Manager

DIANA MURRAY Appointed: 2016, Occupation: Retired

KAREN SMITH Appointed: 2016, Occupation: Business Analyst

RICHARD LANE Appointed: 2013, Occupation: Business Analyst

ROBIN LEE Appointed: 2015, Occupation: It Consultant

DR ERNEST ONYEMA Appointed: 2011, Occupation: Ophtaalmologist, Other trusteeship: GEANCO,

GRAHAM CLARK Appointed: 2020, Occupation: Retired, Other trusteeship: CITIZENS ADVICE ESSEX LIMITED,

Legal constitution

Charitable company registered in England & Wales on 26/03/2010, number: 1135235
Registered at Companies House on 08/09/2009, number: 07013193

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment 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
Investment
Paying staff
Risk management
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; AR14: 40 days late,

Main office

Floor 2
Westgate House
West Square
Harlow
Essex
CM20 1YS

Objectives

THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THEPUBLIC BENEFIT BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION ANDPRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS ANDDISTRESS IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THECOMMUNITY IN HARLOW AND SURROUNDING AREAS.

Defined Area of Benefit:

HARLOW

Data Sources