Finance Score: 0

Governance Score: 2

Support Score: 6

Low unrestricted reserves: -2
Strong growth: +2

Only 4 Trustees: -1
Good trustee age range: +3

Grant maker support: +6

Overall GiG Score: 8

PLYMOUTH CITIZENS ADVICE BUREAUX

Citizens Advice Plymouth provides impartial confidential advice and information in particular but without limitation for the benefit of the community in Plymouth and its surrounding areas and particularly to those who are most disadvantaged. We aim to provide the advice people need for the problems they face and to improve the policies and practices that affect people's lives.

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

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Established: 32 years

www.citizensadviceplymouth.org.uk

director@plymouthcab.org.uk

01752507709

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		£5,184	£4,981	£202	£0	£1,061	£1,026	2.5	149	27
31/03/22		£4,654	£4,617	£37	£0	£425	£384	1	148	35
31/03/21		£3,846	£3,672	£174	£0	£302	£265	0.9	120	58
31/03/20		£2,856	£3,002	£-147	£0	£214	£129	0.5	87	38
31/03/19		£2,486	£2,521	£-35	£0	£215	£100	0.5	81	30
31/03/18		£2,345	£2,217	£128	£0	£222	£-31	-0.2	75	0
31/03/17		£1,653	£1,609	£43	£0	£27	£-221	-1.6	64	0
31/03/16		£1,757	£1,656	£101	£0	£205	£-50	-0.4	68	0
31/03/15		£2,020	£1,918	£103	£9	£47	£-174	-1.1	62	0
31/03/14		£1,722	£1,643	£79	£7	£55	£-60	-0.4	57	0
31/03/13		£1,113	£1,112	£1	£6	£321	£172	1.9	35	0
31/03/12	*	£1,106	£1,084	£21	£5	£320	£218	2.4	33	0
31/03/11		£1,009	£941	£68	£8	£299	£207	2.6	34	0
31/03/10		£920	£812	£108	£13	£231	£130	1.9	33	0
31/03/09		£758	£686	£72	£4	£123	£86	1.5	22	0
31/03/08		£666	£703	£-37	£4	£51	£21	0.4	21	0
31/03/07		£459	£536	£-77	£0	£0	£0	n/a	0	0
31/03/06		£357	£283	£73	£0	£0	£0	n/a	0	0
31/03/05	*	£234	£226	£8	£0	£0	£0	n/a	0	0
31/03/04		£227	£240	£-13	£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: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 42%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 2.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.6

Asset Split ?

Listed activities

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

How it operates

Makes Grants to Individuals
Other charitable activities
Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

149 employees
27 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.

Major supporters in last 5 years

The Legal Education Foundation	£82,770
DCMS	£47,599
AB Charitable Trust	£25,000
The Baring Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
DCMS - Coronavirus Community Support Fund
£47,599	05/10/2020	"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 ....more "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
The Baring Foundation - Grant to Citizens Advice Plymouth
£5,000	23/06/2020	Citizens Advice Plymouth's assistance to the public during Covid 19.
The Legal Education Foundation - JFF Host 2020
£82,770	13/03/2020	A grant to Citizens Advice Plymouth to fund one Justice First Fellowship as part of cohort 7. Co-funded by AB Charitable Trust.
AB Charitable Trust - A grant to Plymouth Citizens Advice Bureaux
£25,000	02/07/2019	A restricted grant of £25,000 towards the costs of two posts (a Director and an Administrator) and related core costs to establish a legal advice clinic (This grant is renewable - year 1 of up to 2 ....more A restricted grant of £25,000 towards the costs of two posts (a Director and an Administrator) and related core costs to establish a legal advice clinic (This grant is renewable - year 1 of up to 2 years). This new clinic will be based in Plymouth Citizens Advice and specialist legal advice will initially be provided remotely by University House Legal Advice Centre in London by webcam.
The Baring Foundation - Grant to Citizens Advice Plymouth
£29,747	16/05/2017	To train voluntary sector agencies in how to use social security law to identify individuals eligible for the 'exceptional circumstances' criteria of Employment & Support Allowance.
National Lottery Community Fund - Advice Plymouth Transition Project
£238,694	25/04/2013 24	The aim of this new project is for Plymouth Citizens Advice Bureau (PCAB) to deliver Plymouth City Council's (PCC) Pre Commissioning Report, 2012, which recommended a significant need for a ....more The aim of this new project is for Plymouth Citizens Advice Bureau (PCAB) to deliver Plymouth City Council's (PCC) Pre Commissioning Report, 2012, which recommended a significant need for a reorganised and coordinated information and advice service for people who live in the Plymouth area.
National Lottery Community Fund - WisÂ£er Wonga
£864,210	02/08/2012 60	The project aims to ensure young social tenants across Devonport and Stonehouse in Plymouth gain practical skills and experience of managing their own budgets. Giving young people a sense of ....more The project aims to ensure young social tenants across Devonport and Stonehouse in Plymouth gain practical skills and experience of managing their own budgets. Giving young people a sense of responsibility, the initiative will help young people to deliver community and leisure-based events, while others will offer their views at neighbourhood groups and social housing boards, or mentor young people like themselves. The project aims to reduce the number of young people losing their tenancies by 25 per cent.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 35-70

CHRIS MOTTRAM Appointed: 2018, Occupation: Retired, Other trusteeship: C.A.B. DEVON,

GAVIN JONES Appointed: 2020, Occupation: Managing Director

JEREMY WOLLERTON Appointed: 2023, Occupation: N/A

PAUL MATTHEWS Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 13/04/1992, number: 1010421
Registered at Companies House on 16/03/1992, number: 02697436

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR12: 19 days late, AR05: 206 days late,

Main office

COBOURG HOUSE
32 MAYFLOWER STREET
PLYMOUTH
PL1 1QX

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSES,IN PARTICULAR BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN PLYMOUTH AND ITS SURROUNDING AREAS, BY THE ADVANCEMENT OF EDUCATION THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY SICKNESS AND DISTRESS

Defined Area of Benefit:

PLYMOUTH AND ITS SURROUNDING AREAS

Data Sources