Finance Score: 1
Governance Score: 3
Support Score: 8
  • Reasonable growth: +1
  • Gender balanced board: +3
  • Overall weighted support: +8
Overall GiG Score: 12 ?

CITIZENS ADVICE LIVERPOOL LIMITED

The charities 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 not without limitation, for the benefit of the community in Liverpool and surrounding areas.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no income shortfalls in recent years
  • The Board appears to be well diversified in terms of gender

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£3,392£3,362£30£0£1,420£1,3694.910685
31/03/22*£3,440£3,363£77£0£1,369£1,2544.511123
31/03/21£3,382£3,162£220£0£1,190£1,0894.111256
31/03/20£2,975£2,870£105£0£967£96149545
31/03/19£2,846£2,481£365£0£161£1610.895160
31/03/18*£2,330£2,135£195£0£496£3972.2500

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 39%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 4.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.1
Asset Split ?
Balance Sheet History
Established: 8 years
Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Disability
  • General Charitable Purposes
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Liverpool City,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • 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
The Legal Education Foundation£150,000
Home Office£146,195
DCMS£47,000
Ministry for Housing, Communities and Local Government£22,592
Specific Donations
Amount When
Months
To be used for
The Legal Education Foundation - Developing the Liverpool Access to Advice Network (LATAN)
£150,000 15/06/2022
Supporting Liverpool Access to Advice Network to enhance coordination, promote inter-agency referrals and improve knowledge among advice providers in the region.
Ministry for Housing, Communities and Local Government - Hong Kong British National Overseas (HKBNOs) Welcome Programme
£22,592 21/07/2021
Resettlement funding for Hong Kong British nationals (overseas)
Home Office - EU Settlement Grant Scheme Funding
£84,800 01/04/2021
This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support beyond this date. This support could be provided ....more
DCMS - Coronavirus Community Support Fund
£47,000 22/09/2020
"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 operate, thereby reducing the burden on public ....more
Home Office - CITIZENS ADVICE LIVERPOOL LTD (G)
£61,395 01/04/2020
This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support beyond this date. This support could be provided ....more
National Lottery Community Fund - Equalities Programme
£332,429 25/07/2019
48
The project aims to encourage increased uptake of advice and support services amongst BME communities to help overcome financial exclusion, improve household income and gain an enhanced sense of independence. Funding will go towards the continuation ....more
Home Office - EU Settlement Grant Scheme Funding 2019-20
£39,019 01/04/2019
This grants scheme is enabling organisations to provide practical support to vulnerable EU citizens through information-giving, advice and provision of technology and assistance to help them make their Scheme application by 30 June 2021. This ....more
National Lottery Community Fund - Financial Capability Volunteer Hub
£220,159 19/04/2017
24
Financial Capability Volunteer Hub
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 50-76
  • ALISON GIBBON Appointed: 2016, Occupation: Semi-Retired
  • DIANE ASPINALL Appointed: 2019, Occupation: Retired
  • EMMA LEE CAREY Appointed: 2020, Occupation: Solicitor
  • FRANK HONT Appointed: 2017, Occupation: Semi-Retired
  • JYOTI KISHOR VITHLANI Appointed: 2021, Occupation: Retired
  • JAMES ORGAN Appointed: 2016, Occupation: Lecturer
  • KIM CROWE Appointed: 2017, Occupation: Chief Executive
  • PAUL WILKIE Appointed: 2016, Occupation: None
  • STEPHEN ANTON Appointed: 2017, Occupation: Self Employed
  • STUART CARL TURNER Appointed: 2021, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 25/10/2016, number: 1169879
  • Registered at Companies House on 19/07/2016, number: 10286899
Gift Aid
  • NOT registered with HMRC for Gift Aid
Event History
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
6 returns made; AR22: 10 days late, AR18: 30 days late,
Recent reorganisation events:
  • Asset transfer in from SOUTH LIVERPOOL CITIZENS ADVICE BUREAU on 03/04/2023
  • Asset transfer in from WAVERTREE CITIZENS ADVICE BUREAU LIMITED on 03/04/2023
Main office

Citizens Advice Liverpool
242 Picton Road
Wavertree
LIVERPOOL
L15 4LP

Objectives

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

Data Sources

Charity Commission for England and Wales
360 Giving

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