Finance Score: 5

Governance Score: 8

Support Score: 7

Good reserves management: +3
Strong growth: +2

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +7

Overall GiG Score: 20

NORTHUMBRIAN CITIZENS ADVICE BUREAU

The Bureau provides free, confidential, independent and impartial information, advice and advocacy services which inform people about their rights and responsibilities and help them to take action to resolve their problems. We use client based evidence to exercise a responsible influence on the development of policies and procedures both locally and nationally,

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?
Over half the Board have joined recently

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
31/03/24	£4,359	£4,175	£184	£0	£1,617	£1,405	4	112	73
31/03/23	£2,791	£2,575	£216	£0	£1,433	£1,223	5.7	72	65
31/03/22	£2,072	£1,864	£208	£0	£1,217	£1,153	7.4	61	70
31/03/21	£1,882	£1,578	£303	£0	£1,009	£928	7.1	50	121
31/03/20?	£1,566	£1,519	£47	£0	£706	£695	5.5	43	118
31/03/18	£1,150	£1,231	£-81	£0	£611	£609	5.9	33	0
31/03/17	£1,422	£1,435	£-13	£0	£692	£689	5.8	46	0
31/03/16	£1,311	£1,004	£306	£0	£705	£667	8	43	0
31/03/15	£1,148	£750	£398	£15	£398	£344	5.5	27	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: 27%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 4 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.8

Asset Split ?

Balance Sheet History

Established: 11 years

www.citizensadvicenorthumberland.org.uk

01670 339985

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information

Where it operates

Northumberland,

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

National Lottery Community Fund	£50,000
Community Foundation serving Tyne & Wear and Northumberland	£46,000
Community Foundation Tyne & Wear & Nthmbrlnd	£22,725
Sir Jules Thorn Charitable Trust	£1,000

Specific Donations

Amount	When Months	To be used for
Community Foundation serving Tyne & Wear and Northumberland - Grant to Northumbrian Citizens Advice Bureau
£30,000	03/04/2023 36	Providing information and guidance to people living in and around berwick over three years
Sir Jules Thorn Charitable Trust - Northumbrian Citizens Advice Bureau - 20/08/21
£1,000	07/09/2021	Core Funding
Community Foundation serving Tyne & Wear and Northumberland - A grant to Northumbrian Citizens Advice Bureau
£3,000	22/07/2021	The organisations charitable activities
Community Foundation serving Tyne & Wear and Northumberland - A grant to Northumbrian Citizens Advice Bureau
£3,000	15/07/2021	6-9 months debt management support for families in West Northumberland
Community Foundation serving Tyne & Wear and Northumberland - A grant to Northumbrian Citizens Advice Bureau
£10,000	29/04/2021	Addressing the root causes of poverty of residents within 10km of the Sisters and North Steads Wind Farm
National Lottery Community Fund - Northumberland: A County of Thriving Communities
£50,000	31/03/2021 12	The project will use the funding to enhance social connectedness and improve the offer of social prescribing activities in Northumberland. Partnerships with various organisations including libraries theatres and drama groups museums food and ....more The project will use the funding to enhance social connectedness and improve the offer of social prescribing activities in Northumberland. Partnerships with various organisations including libraries theatres and drama groups museums food and practical support groups will increase the range of activities available. This aims to reduce isolation and improve wellbeing.
Community Foundation Tyne & Wear & Nthmbrlnd - Supporting people affected by the COVID-19 pandemic
£5,000	24/04/2020	Supporting people affected by the COVID-19 pandemic
Community Foundation Tyne & Wear & Nthmbrlnd - supporting people affected by the COVID-19 pandemic
£5,000	24/04/2020	supporting people affected by the COVID-19 pandemic
Community Foundation Tyne & Wear & Nthmbrlnd - Equipment for its relocated telephone and digital advice hub in Ashington
£2,725	22/01/2020	Equipment for its relocated telephone and digital advice hub in Ashington
Community Foundation Tyne & Wear & Nthmbrlnd - organisational digital development
£10,000	22/01/2020	organisational digital development
Community Foundation serving Tyne & Wear and Northumberland - Equipment for its relocated telephone and digital advice hub in Ashington
£8,735	17/09/2019	Equipment for its relocated telephone and digital advice hub in Ashington
National Lottery Community Fund - Integrated Debt Advice (IDA) Project
£202,550	12/04/2016 21	Integrated Debt Advice (IDA) Project
National Lottery Community Fund - The New Premises Project
£29,449	25/03/2015 60	Not Available
National Lottery Community Fund - Volunteer Development Project
£37,831	16/10/2014 9	Not Available
National Lottery Community Fund - Rural Telephone "Gateway to Advice" Project
£162,792	16/10/2014 48	Not Available

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 22-73

BENJAMIN WAUGH Appointed: 2021, Occupation: Software Engineer

CATHERINE JANE ROBINSON Appointed: 2023, Occupation: Retired

CHRISTINE HOLLAND Appointed: 2022, Occupation: Pr Consultant

DANIEL JOHN ARMIT Appointed: 2024, Occupation: Chartered Accountant

DAVID ARTHUR LAUX Appointed: 2024, Occupation: Retired

JANE ILEY Appointed: 2023, Occupation: Retired

KIRSTY EMMA CONNELL Appointed: 2021, Occupation: Assessment Production Officer

LUCY ANNE BALLANTYNE Appointed: 2024, Occupation: Not Employed

MARY JOSEPHINE DURKIN (Chair) Appointed: 2019, Occupation: Retired

MILA SAVANNAH TEN HOVE Appointed: 2023

NEIL THOMPSON Appointed: 2023, Occupation: Consultant

RICHARD JOHN NEWCOMBE POPE Appointed: 2019, Occupation: Consultant

TIM FRAZER Appointed: 2019, Occupation: Retired Solicitor

Legal constitution

Charitable company registered in England & Wales on 10/02/2014, number: 1155717
Registered at Companies House on 30/08/2013, number: 08669019

Gift Aid

Registered with HMRC for Gift Aid

Event History

24/06/2015 - Asset transfer in from WEST NORTHUMBERLAND CITIZENS ADVICE BUREAU
06/07/2015 - Asset transfer in from ALNWICK AND DISTRICT CITIZENS' ADVICE BUREAU
20/07/2015 - Asset transfer in from BERWICK CITIZENS ADVICE BUREAU LIMITED
24/02/2016 - Asset transfer in from NORTHUMBERLAND CITIZENS ADVICE SERVICE
15/03/2016 - Asset transfer in from BLYTH VALLEY CITIZENS ADVICE BUREAU
27/09/2016 - Asset transfer in from WANSBECK CITIZENS ADVICE BUREAU

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
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

9 returns made; all on time

Main office

Unit 6
Sovereign House
Lennep Way
Jubilee Industrial Estate
Ashington
Northumb

Objectives

THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN NORTHUMBERLAND AND SURROUNDING AREAS (THE AREA OF BENEFIT) BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Data Sources

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