Finance Score: -2

Governance Score: 6

Support Score: 2

Multiple Deficits: -2

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

Grant maker support: +2

Overall GiG Score: 6

LEEDS CITIZENS ADVICE BUREAU

Leeds CAB provides advice and information services to people living or working in the Leeds Metropolitan District and surrounding areas.

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

On several occasions in recent years income has been less than spending

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		£2,521	£2,499	£22	£0	£697	£697	3.3	68	25
31/03/22		£2,399	£2,319	£80	£0	£675	£675	3.5	58	20
31/03/21		£2,614	£2,346	£269	£0	£595	£586	3	60	0
31/03/20		£2,397	£2,701	£-304	£0	£-2,309	£-2,313	-10.3	59	59
31/03/19		£2,063	£2,227	£-165	£0	£-2,378	£-2,383	-12.8	54	72
31/03/18		£2,002	£2,140	£-137	£0	£-1,910	£-1,920	-10.8	42	0
31/03/17		£2,110	£2,201	£-91	£0	£-1,652	£-1,657	-9	44	0
31/03/16		£2,195	£2,240	£-45	£0	£-910	£-913	-4.9	44	0
31/03/15		£2,276	£2,441	£-165	£21	£-1,361	£-1,381	-6.8	47	0
31/03/14		£1,716	£1,744	£-28	£21	£-858	£-920	-6.3	47	0
31/03/13		£1,774	£1,769	£4	£21	£-1,165	£-1,200	-8.1	55	0
31/03/12		£1,716	£1,729	£-13	£20	£-1,163	£-1,187	-8.2	50	0
31/03/11		£1,869	£1,427	£442	£20	£-694	£-736	-6.2	50	0
31/03/10		£1,875	£1,867	£8	£20	£-1,602	£-1,637	-10.5	48	0
31/03/09		£1,460	£1,503	£-42	£18	£-609	£-629	-5	39	0
31/03/08		£1,436	£1,392	£45	£18	£-714	£-770	-6.6	42	0
31/03/07		£1,251	£1,290	£-39	£17	£-364	£-367	-3.4	37	0
31/03/06		£1,203	£1,214	£-11	£0	£0	£0	n/a	0	0
31/03/05	*	£1,153	£1,157	£-5	£0	£0	£0	n/a	0	0
31/03/04	*	£1,048	£1,072	£-24	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 23%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.6

Asset Split ?

Established: 36 years

www.citizensadviceleeds.org.uk

admin@citizensadviceleeds.org.uk

01132381580

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Advice organisations

How it operates

Other charitable activities
Provides advocacy/advice/information

Where it operates

Bradford City, Leeds City,

Who it helps

The General Public/Mankind

Who works here?

68 employees
25 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 - Volunteer Training Project
£9,756	04/11/2022	The funding will be used to train 40 new volunteers at the Citizen’s Advice Bureau. The project aims to build their capacity to support more local people with their financial housing and employment ....more The funding will be used to train 40 new volunteers at the Citizen’s Advice Bureau. The project aims to build their capacity to support more local people with their financial housing and employment concerns.
National Lottery Community Fund - Connect Leeds
£9,722	08/02/2017 12	The funding will be used to run a computer drop-in-and-learning service for people in the community. The project will provide people with access to advice and information relevant to them, including ....more The funding will be used to run a computer drop-in-and-learning service for people in the community. The project will provide people with access to advice and information relevant to them, including the online benefits system and voter registration, with the aim of reducing isolation through digital exclusion.
National Lottery Community Fund - Advice Leeds
£350,000	25/04/2013 36	The aim of this new project is to modernise and restructure the local advice sector across the City of Leeds. The project partnership aims to support up to 40,000 people, particularly those with ....more The aim of this new project is to modernise and restructure the local advice sector across the City of Leeds. The project partnership aims to support up to 40,000 people, particularly those with social welfare law issues who are affected by deprivation and the impacts of welfare reform, and BME and disability groups.The partnership will include 11 organisations including, Leeds CAB, Age UK Leeds, Re'new Leeds Limited, Ebor Gardens Advice Centre, Leeds City Council Welfare Rights Unit and Leeds Law Centre.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 40-74

PATRICK GRANT Appointed: 2022, Occupation: Senior Tutor

RICHARD BROOK Appointed: 2022, Occupation: Digital Growth Adviser

RYK DOWNES Appointed: 2019, Occupation: Councillor

ALISON LOWE Appointed: 2007, Occupation: Chief Executive

ISOBEL MILLS CBE (Chair) Appointed: 2011, Occupation: Civil Servant

LAURA ANN WALKER Appointed: 2022, Occupation: Accountant, Other trusteeship: OLDER CITIZENS ADVOCACY YORK,

NIGEL JOHN TURNER Appointed: 2015, Occupation: Accountant

RICHARD BALFE Appointed: 2017, Occupation: Retired

DR KENNETH JAMES PATTERSON, Occupation: Factories Inspector, Other trusteeship: JOSEPH ASPDIN SKILLS TRUST,

REBECCA DEARDEN Appointed: 2006, Occupation: Lecturer, Other trusteeship: THE MARK HENLEY CHARITY FOR SOCIAL JUSTICE,

Legal constitution

Charitable company registered in England & Wales on 16/06/1988, number: 700314
Registered at Companies House on 01/03/1988, number: 02228358

Gift Aid

NOT 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

20 returns made; AR05: 15 days late, AR04: 1 days late,

Main office

CITIZENS ADVICE LEEDS
OXFORD HOUSE
OXFORD ROW
LEEDS
LS1 3BE

Objectives

THE CHARITY’S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THE PUBLICBENEFIT 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 LEEDS METROPOLITAN DISTRICT AND SURROUNDING AREAS.

Defined Area of Benefit:

IN PARTICULAR, BUT WITHOUT LIMITATION LEEDS METROPOLITAN DISTRICT

Data Sources