Finance Score: 2

Governance Score: 6

Support Score: 3

Strong growth: +2

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 11

WOLVERHAMPTON CITIZENS ADVICE BUREAUX

Guidance, advice and representation covering the city of Wolverhampton and Dudley borough, surrounding areas (for particular specialist legal aid cases, pension guidance, debt advice and most aspects of benefits). Influencing social policy, improving employability, financial capability and energy advice is also offered.

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
The Board appears to be well diversified in terms of 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	£2,598	£2,168	£431	£0	£2,502	£1,912	10.6	76	32
31/03/22	£2,311	£2,074	£237	£0	£2,071	£1,965	11.4	73	11
31/03/21	£2,317	£1,547	£770	£0	£1,850	£1,785	13.9	56	35
31/03/20	£1,476	£1,348	£128	£0	£1,222	£1,213	10.8	50	50
31/03/19	£1,356	£1,322	£34	£0	£1,094	£1,083	9.8	45	22
31/03/18	£1,190	£1,261	£-71	£0	£1,061	£1,037	9.9	48	0
31/03/17	£1,355	£1,303	£52	£0	£1,207	£848	7.8	51	0
31/03/16	£1,512	£1,466	£46	£0	£1,154	£936	7.7	56	0
31/03/15	£1,299	£1,236	£62	£8	£1,108	£1,045	10.1	47	0
31/03/14	£1,451	£1,500	£-50	£13	£1,046	£999	8	36	0
31/03/13	£1,299	£1,299	£0	£7	£1,096	£1,089	10.1	38	0
31/03/12	£1,419	£1,437	£-17	£6	£1,096	£1,090	9.1	42	0
31/03/11	£1,598	£1,546	£52	£3	£1,796	£1,727	13.4	40	0
31/03/10	£1,580	£1,573	£7	£3	£1,744	£1,710	13	42	0
31/03/09	£1,524	£1,498	£26	£3	£1,737	£1,726	13.8	44	0
31/03/08	£1,351	£1,369	£-18	£3	£1,711	£1,710	15	50	0
31/03/07	£1,232	£1,230	£2	£3	£1,729	£1,232	12	48	0
31/03/06	£1,126	£1,154	£-28	£0	£0	£0	n/a	0	0
31/03/05	£1,109	£1,109	£0	£0	£0	£0	n/a	0	0
31/03/04	£999	£1,089	£-90	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 21%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 10.6 months
Net Current Assets/Spending: 13 months
Quick Ratio: 4

Asset Split ?

Established: 39 years

www.citizensadvicedudleyandwolverhampton.org

business.support@dudleycabx.org

01902932170

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Dudley, Sandwell, Walsall, Wolverhampton,

Who it helps

The General Public/Mankind

Who works here?

76 employees
32 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Uplift
£265,685	20/03/2020	The funding will further develop the current project and expand delivery. It seeks to provide preventative advice in areas of the city that have high levels of deprivation and where potential ....more The funding will further develop the current project and expand delivery. It seeks to provide preventative advice in areas of the city that have high levels of deprivation and where potential beneficiaries have not traditionally engaged with CAW's services. Making advice more accessible will increase the chances of addressing problems at an early stage to reduce the likelihood of them escalating into a crisis. The projecy offers free information, advice and specialist casework with issues including benefits, family issues, and discrimination.
Esmee Fairbairn - Grant to Wolverhampton Citizens Advice Bureau
£197,828	14/09/2016 36	Towards the cost of the Uplift project, which will provide community-based early stage support and outreach advice to prevent people’s financial, housing or family difficulties escalating to crisis ....more Towards the cost of the Uplift project, which will provide community-based early stage support and outreach advice to prevent people’s financial, housing or family difficulties escalating to crisis proportions.
National Lottery Community Fund - The Local Advice Wolverhampton Project (The LAW Project)
£277,678	19/04/2013 24	The aim of this new project is to develop more integrated prevention, early intervention and advice services by merging diverse advice provision models across Wolverhampton. This will create a ....more The aim of this new project is to develop more integrated prevention, early intervention and advice services by merging diverse advice provision models across Wolverhampton. This will create a consistent approach to better meet current customer needs and funding conditions.
National Lottery Community Fund - Better off in Wolverhampton (BoW)
£568,984	02/08/2012 60	This project will support beneficiaries to maintain tenancies through access to advice and information. Peer mentors will engage young people within social housing estates to access one to one and ....more This project will support beneficiaries to maintain tenancies through access to advice and information. Peer mentors will engage young people within social housing estates to access one to one and group sessions focusing on financial capability. Twitter and Facebook will be used to disseminate information about financial products and services. And events such as Wolves Den and Cash Factor Challenge will be used to bring tenants together to share experiences.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-70

DR CLARE WILLIAMS Appointed: 2023, Occupation: Head Of School Of Social Science And Humanities

JOHN JAMES HUSSEY Appointed: 2021, Occupation: Retired

STEPHEN MARK HANDSCOMB Appointed: 2021, Occupation: Company Director

JONATHAN CROCKETT (Chair) Appointed: 2014, Occupation: Retired

MARK JONES Appointed: 2021, Occupation: Employment Right Officer

SARAH DUGAN Appointed: 2021, Occupation: Chief Executive

STUART NICHOLAS MAYNARD Appointed: 2019, Occupation: It Service Director

BERNARD CYSEWSKI Appointed: 2017, Occupation: Senior Welfare Officer, Other trusteeships: THE SOUTH STAFFORDSHIRE WATER CHARITABLE TRUST, SOUTH EAST STAFFORDSHIRE CITIZENS ADVICE BUREAU,

GEETA PATEL Appointed: 2014, Occupation: None, Other trusteeship: WOMEN OF WOLVERHAMPTON (WOW),

Legal constitution

Charitable company registered in England & Wales on 16/10/1985, number: 516877
Registered at Companies House on 11/09/1985, number: 01946618

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
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

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from DUDLEY DISTRICT CITIZENS ADVICE BUREAUX on 26/05/2022

Main office

Dudley House
9-11 Stone Street
DUDLEY
West Midlands
DY1 1NP

Objectives

THE CHARITY’S 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, AND TO ENCOURAGE THE PRESERVATION, DEVELOPMENT AND IMPROVEMENT OF FEATURES OF GENERAL PUBLIC AMENITY IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITIES IN THE METROPOLITAN BOROUGH OF DUDLEY, CITY OF WOLVERHAMPTON AND SURROUNDING AREAS.

Defined Area of Benefit:

METROPOLITAN BOROUGH OF WOLVERHAMPTON AND ADJACENT AREAS

Data Sources