Finance Score: 6
Governance Score: 6
Support Score: 6
  • Liabilities <10%: +3
  • Good reserves management: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +6
Overall GiG Score: 18 ?

CITIZENS ADVICE NEWCASTLE

Newcastle upon Tyne Citizens Advice Bureau (CAB) provides free, confidential, independent and impartial advice to people who live and work in the City. It promotes any charitable purposes for the benefit of the community in the North East region of England by the advancement of education, the protection of health and the relief of poverty, sickness and distress.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Reserves management has been consistently within official guidelines
  • 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 dynamic in terms of composition

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£736£643£93£0£440£43081930
31/03/22£751£732£19£0£348£3225.32310
31/03/21£815£800£15£0£328£3184.82120
31/03/20£754£733£21£0£313£3125.12440
31/03/19£688£651£37£0£293£2905.32350
31/03/18£614£621£-7£0£256£2554.9200
31/03/17£638£643£-6£0£263£2634.9150
31/03/16£723£776£-53£0£269£310.5240
31/03/15£759£741£18£27£322£2834.6220
31/03/14£795£783£12£12£304£2113.2200
31/03/13£862£865£-3£13£292£1932.7240
31/03/12£868£885£-17£15£296£1281.7240
31/03/11*£0£0£0n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 16.1
Asset Split ?
Balance Sheet History
Established: 15 years
(37 years as a company)

www.citizensadvice-newcastle.org.uk

citycab@newcastlecab.org.uk

01912292750

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Throughout England,
Who it helps
  • 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.

Major supporters in last 5 years
Millfield House Foundation£166,000
Ministry for Housing, Communities and Local Government£20,000
Community Foundation serving Tyne & Wear and Northumberland£16,850
National Lottery Community Fund£10,000
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Interpreting Services
£10,000 11/11/2022
The funding will be used to incorporate interpreting for their service users. The project aims to enable the organisation to become inclusive for all within the community to come and received support and guidance.
Community Foundation serving Tyne & Wear and Northumberland - Grant to Citizens Advice Newcastle
£5,000 10/11/2022
The core costs of providing information, advice, and guidance to people living in newcastle
Community Foundation serving Tyne & Wear and Northumberland - Grant to Citizens Advice Newcastle
£10,000 29/09/2022
Coordination of a recruitment programme for older volunteers
Community Foundation serving Tyne & Wear and Northumberland - A grant to Citizens Advice Newcastle
£1,850 21/10/2021
Purchasing displays, posters and leaflets for the new face to face sessions
Ministry for Housing, Communities and Local Government - Hong Kong British National Overseas (HKBNOs) Welcome Programme
£20,000 21/07/2021
Resettlement funding for Hong Kong British nationals (overseas)
Millfield House Foundation - NCAB
£126,000 10/05/2021
Research policy post
Millfield House Foundation - NCAB
£40,000 11/05/2020
Research policy post
Millfield House Foundation - NCAB
£105,000 19/06/2017
Research policy post
Millfield House Foundation - NCAB
£60,000 18/05/2015
Research policy post
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed

Age Range of Trustees: 30-68
  • ANTHONY CRAWLEY Appointed: 2012, Occupation: Accountant
  • ANGELA CARVER Appointed: 2016, Occupation: Solicitor
  • ARSHDEEP KAUR Appointed: 2023, Occupation: Certified Chartered Accountant
  • GILLIAN ROLL Appointed: 2022, Occupation: Strategic Manager
  • KEITH REED Appointed: 2013, Occupation: Retired Civil Servant
  • OLIVER HOLMES Appointed: 2022, Occupation: Director Of Operations
  • RICHARD HARRIS
  • STUART WILLIAM PARKER Appointed: 2021, Occupation: Solicitor
  • SUZANNE WOOD (Chair) Appointed: 2023, Occupation: Head Of Compliance And Conduct Risk
  • TRIBE MKWEBU Appointed: 2024, Occupation: Assistant Professor Of Law
Legal constitution
  • Charitable company registered in England & Wales on 08/04/2010, number: 1135396
  • Registered at Companies House on 23/03/1987, number: 02114435
Gift Aid
  • 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
  • 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: 85 days late,
Main office

4th Floor
City Library
Charles Avison Building
33 New Bridge Street West
NEWCASTLE UPON TYNE
NE1 8AX

Objectives

FOR THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE NORTH EAST REGION OF ENGLAND BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

NORTH EAST REGION OF ENGLAND

Data Sources

Charity Commission for England and Wales
360 Giving

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