Finance Score: 3

Governance Score: 9

Support Score: 6

Good reserves management: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 18

CITIZENS ADVICE COUNTY DURHAM

We are an independent advice charity based across the whole of County Durham. We are open to people who live, work or study in the county. People can come into one of our many centres or contact us on our Adviceline 0808 278 7821.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
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 gender and dynamic in terms of composition

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	£3,583	£3,534	£48	£0	£1,879	£1,674	5.7	111	156
31/03/22	£3,620	£3,338	£281	£0	£1,831	£1,780	6.4	129	220
31/03/21	£3,722	£3,438	£284	£0	£1,550	£1,486	5.2	134	150
31/03/20	£3,395	£3,254	£141	£0	£1,265	£1,242	4.6	117	345
31/03/19	£2,592	£2,648	£-56	£0	£1,080	£1,059	4.8	101	439
31/03/18	£2,451	£2,424	£27	£0	£1,136	£1,094	5.4	73	0
31/03/17	£2,460	£2,286	£175	£0	£1,109	£984	5.2	68	0
31/03/16	£2,166	£2,264	£-98	£0	£934	£882	4.7	68	0
31/03/15	£2,544	£2,087	£457	£16	£1,006	£854	4.9	61	0
31/03/14	£1,977	£1,429	£548	£22	£548	£392	3.3	48	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 5.7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 5.3

Asset Split ?

Established: 11 years

www.citizensadvicecd.org.uk

enquiries@citizensadvicecd.org.uk

0300 323 1000

Charity Commission for England and Wales

Tweets

Listed activities

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

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Durham,

Who it helps

The General Public/Mankind

Who works here?

111 employees
156 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

National Lottery Community Fund	£328,295
County Durham Community Foundation	£10,000
Leeds Community Foundation	£9,174

Specific Donations

Amount	When Months	To be used for
County Durham Community Foundation - Energy Advice (Capacity)
£10,000	16/11/2022	To support vulnerable energy consumers in Durham.
National Lottery Community Fund - Advice in County Durham
£328,295	15/12/2021 36	The project will use the funding over three years to cover the costs of roles and operating costs allowing it to improve its systems that provide advice to people in County Durham who seek help and ....more The project will use the funding over three years to cover the costs of roles and operating costs allowing it to improve its systems that provide advice to people in County Durham who seek help and support on a range of issues. This aims to reduce isolation and improve wellbeing.
Leeds Community Foundation - Grant to Citizens Advice County Durham
£9,174	19/05/2020 11	Grant to Citizens Advice County Durham
National Lottery Community Fund - Digital Advice Project
£9,498	17/01/2018 12	The organisation will purchase IT equipment and provide online access for people in the waiting areas of their offices so they can access online advice themselves. This will improve the group's ....more The organisation will purchase IT equipment and provide online access for people in the waiting areas of their offices so they can access online advice themselves. This will improve the group's support services and training facilities and enable volunteers to help more people encountering difficulties.
National Lottery Community Fund - Advice in County Durham
£110,157	27/10/2014 8	Not Available

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-81

ADELE BARNETT Appointed: 2023, Occupation: None

ANGELA MARIE FAHEY Appointed: 2023, Occupation: Digital Services Operational Manager

DAVID BLACKWELL Appointed: 2021, Occupation: Retired

PETER TOPPING Appointed: 2024, Occupation: Director

ALAN SHIELD COUNCILLOR Appointed: 2021, Other trusteeships: THE PROJECT GENESIS TRUST, EDEN MINER'S CENTRE,

JENNIFER SMURTHWAITE Appointed: 2022, Occupation: Retired, Other trusteeship: THE CHURCH ESTATE,

JOHN SCOLLEN (Chair) Appointed: 2019, Occupation: Retired

JOHN WILLIAM TAYLOR Appointed: 2016, Occupation: Company Director

MICHAEL SMITH Appointed: 2014, Occupation: Retired

VICTORIA WILKINSON Appointed: 2020, Occupation: Development Executive, Other trusteeship: CATALYST STOCKTON ON TEES LIMITED,

Legal constitution

Charitable company registered in England & Wales on 26/04/2013, number: 1151790
Registered at Companies House on 11/01/2013, number: 08357279

Gift Aid

Registered with HMRC for Gift Aid

Event History

02/01/2014 - Asset transfer in from CHESTER-LE-STREET DISTRICT CITIZENS ADVICE BUREAU
14/01/2014 - Asset transfer in from WEAR VALLEY CITIZENS ADVICE BUREAU
17/04/2014 - Asset transfer in from EAST DURHAM CITIZENS ADVICE BUREAU
25/11/2014 - Asset transfer in from TEESDALE CITIZENS ADVICE BUREAU
09/01/2015 - Asset transfer in from SEDGEFIELD & DISTRICT CITIZENS ADVICE BUREAU

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

10 returns made; all on time

Main office

71 HIGH STREET
SPENNYMOOR
COUNTY DURHAM
DL16 6BB

Objectives

THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSEFOR THE PUBLIC BENEFIT BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OFHEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN COUNTY DURHAM.

Data Sources