Finance Score: -1

Governance Score: 6

Support Score: 7

Poor Liquidity: -1

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

Grant maker support: +7

Overall GiG Score: 12

COVENTRY CITIZENS ADVICE

Provide generalist and specialist advice, advise people on their rights, this can include employment, consumer, housing or relationship, debt and benefits-related enquiries.

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 34 years
(37 years as a company)

coventrycitizensadvice.org.uk

info@coventrycab.org.uk

02476223284

Charity Commission for England and Wales

Tweets

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	£2,415	£2,456	£-41	£0	£534	£304	1.5	54	23
31/03/22	£2,515	£2,431	£85	£0	£575	£311	1.5	56	23
31/03/21	£2,281	£2,375	£-94	£0	£490	£304	1.5	60	65
31/03/20	£3,016	£3,023	£-7	£0	£584	£344	1.4	65	65
31/03/19	£3,164	£2,999	£165	£0	£592	£333	1.3	62	70
31/03/18	£3,004	£3,051	£-46	£0	£427	£277	1.1	66	0
31/03/17	£3,075	£3,072	£4	£0	£473	£311	1.2	67	0
31/03/16	£3,558	£3,586	£-29	£0	£336	£312	1	76	0
31/03/15	£2,785	£2,772	£13	£76	£365	£258	1.1	84	0
31/03/14	£2,206	£2,459	£-254	£68	£352	£182	0.9	50	0
31/03/13	£1,749	£1,404	£345	£62	£606	£216	1.8	42	0
31/03/12	£1,112	£1,129	£-18	£58	£261	£247	2.6	31	0
31/03/11	£1,251	£1,225	£26	£58	£279	£241	2.4	31	0
31/03/10	£1,054	£994	£60	£54	£253	£219	2.6	27	0
31/03/09	£726	£731	£-5	£47	£193	£172	2.8	20	0
31/03/08	£776	£750	£26	£44	£198	£189	3	20	0
31/03/07	£652	£626	£26	£42	£172	£165	3.2	19	0
31/03/06	£619	£611	£8	£0	£0	£0	n/a	0	0
31/03/05	£638	£632	£6	£0	£0	£0	n/a	0	0
31/03/04	£616	£635	£-19	£0	£0	£0	n/a	0	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: 26%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 57%
Reserves/Spending: 1.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.9

Asset Split ?

What it does

General Charitable Purposes

Who works here?

54 employees
23 volunteers

Who it helps

The General Public/Mankind

How it operates

Provides advocacy/advice/information

Where it operates

Coventry City,

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
Access to Justice Foundation - Help Accessing Legal Support (HALS)
£75,000	13/09/2022	Help Accessing Legal Support (HALS) is a programme of The Access to Justice Foundation with the Ministry of Justice. We are working with organisations to sustain and improve access to early social ....more Help Accessing Legal Support (HALS) is a programme of The Access to Justice Foundation with the Ministry of Justice. We are working with organisations to sustain and improve access to early social welfare and family legal advice, to enable users to resolve these problems as early as possible and avoid the need for court or tribunal proceedings where possible. Where court or tribunal proceedings are needed, we expect the grant will provide the support needed to help people manage their way through the process effectively. A key feature of this programme is expected to focus on helping us all understand what works better in terms of service delivery and also to help make the case for future investment in this work.
St. Martin-in-the-Fields Charity - Coventry Frontline Network - Coventry Citizens Advice
£100,659	01/07/2022	Local network for frontline workers in homelessness in Coventry and the Midlands
National Lottery Community Fund - Rooted
£483,327	03/03/2016 60	Working with a range of partners, including landlords the project will provide support, advice and advocacy for hard to reach people who are homeless or at risk of homelessness and those with issues ....more Working with a range of partners, including landlords the project will provide support, advice and advocacy for hard to reach people who are homeless or at risk of homelessness and those with issues around mental health, substance abuse, debt and benefits. The project will work to help beneficiaries develop new coping mechanisms and access support networks to build resilience, confidence and well being to find and sustain more permanent accommodation.
Tudor Trust - Grant to Citizens Advice Bureau: Coventry
£77,500	29/01/2016 24	over two years as continuation funding towards the caseworker's salary for the Children and Young People's Project providing advice via schools, children's centres and partner agencies, plus a ....more over two years as continuation funding towards the caseworker's salary for the Children and Young People's Project providing advice via schools, children's centres and partner agencies, plus a contribution of towards evaluation_x000D_ _x000D_
National Lottery Community Fund - The Restart Project
£373,062	02/06/2014 36	Not Available
National Lottery Heritage Fund - Grant to Coventry Citizens Advice Bureau
£78,800	31/03/2014	Understanding your Coventry - how we all came to be here
National Lottery Community Fund - Sorted - your home, your money, your future
£988,756	02/08/2012 48	A project to improve the financial confidence of social housing tenants in Coventry through the development and enhancement of skills to enable tenants to successfully sustain tenancies and raise ....more A project to improve the financial confidence of social housing tenants in Coventry through the development and enhancement of skills to enable tenants to successfully sustain tenancies and raise their aspirations.As well as home visits, the 'Sorted' project will involved creating a purpose built replica flat and training facility to teach people about reading utility meters, affordable furniture, DIY and how to cook healthily on a budget. A project helpline will be established.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-67

BALLY SINGH Appointed: 2019, Occupation: Financial Services

COUNCILLOR ABBOTT Appointed: 2014, Occupation: Councillor, Other trusteeships: BOND'S HOSPITAL ESTATE CHARITY, SOOTHERN AND CRANER EDUCATIONAL FOUNDATION, FEEDING COVENTRY,

CATHERINE ANNE STEPHENS Appointed: 2017, Occupation: Solicitor

JANET WALKER-THOMPSON Appointed: 2021, Occupation: Finance Director

JAYNE KATHRYN MURPHY Appointed: 2019, Occupation: Director

LEON TAYLOR Appointed: 2014, Occupation: Accountant

MELANIE ANNE LLOYD Appointed: 2019, Occupation: Human Resources

SIMON BRAKE BA MPA, Other trusteeships: COVENTRY HOLY TRINITY CHURCH ESTATE CHARITY, HOLY TRINITY (COVENTRY) DEVELOPMENT TRUST, COVENTRY OLD GRAMMAR SCHOOL,

Legal constitution

Charitable company registered in England & Wales on 02/10/1990, number: 1000487
Registered at Companies House on 13/04/1987, number: 02122698

Gift Aid

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
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

Main office

Kirby House
Little Park Street
Coventry
CV1 2JZ

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 IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN COVENTRY AND SURROUNDING AREAS.

Defined Area of Benefit:

COVENTRY AND IMMEDIATE SURROUNDING AREAS

Data Sources