Finance Score: 3

Governance Score: 5

Support Score: 3

Low unrestricted reserves: -2
Strong growth: +2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Mainly female board: -1

Grant maker support: +3

Overall GiG Score: 11

WOKINGHAM AND DISTRICT CITIZENS ADVICE BUREAU

To provide the advice people need for the problems they face and to improve the policies and practices that affect peoples 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
Fundraising costs are unusually low relative to funds raised
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female
Over half the Board have joined recently

Financial issues to consider:

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

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		£537	£527	£10	£0	£119	£119	2.7	21	70
31/03/22		£475	£472	£3	n/a	n/a	n/a	n/a	n/a	67
31/03/21		£447	£407	£40	n/a	n/a	n/a	n/a	n/a	73
31/03/20		£259	£251	£8	n/a	n/a	n/a	n/a	n/a	69
31/03/19		£191	£184	£7	n/a	n/a	n/a	n/a	n/a	70
31/03/18		£185	£192	£-7	£0	£0	£0	n/a	0	0
31/03/17		£183	£186	£-3	£0	£0	£0	n/a	0	0
31/03/16		£212	£206	£7	£0	£0	£0	n/a	0	0
31/03/15		£201	£198	£3	£0	£0	£0	n/a	0	0
31/03/14		£250	£229	£22	£0	£0	£0	n/a	0	0
31/03/13		£220	£207	£14	£0	£0	£0	n/a	0	0
31/03/12		£212	£212	£0	£0	£0	£0	n/a	0	0
31/03/11		£200	£203	£-3	£0	£0	£0	n/a	0	0
31/03/10		£219	£216	£3	£0	£0	£0	n/a	0	0
31/03/09		£202	£198	£4	£0	£0	£0	n/a	0	0
31/03/08		£192	£191	£1	£0	£0	£0	n/a	0	0
31/03/07		£170	£170	£0	£0	£0	£0	n/a	0	0
31/03/06		£167	£167	£0	£0	£0	£0	n/a	0	0
31/03/05		£163	£164	£-1	£0	£0	£0	n/a	0	0
31/03/04	*	£151	£149	£2	£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: 17%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 55%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 2.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.8

Asset Split ?

Established: 31 years

www.citizensadvicewokingham.org.uk

admin@citizensadvicewokingham.org.uk

01189787258

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Wokingham,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

21 employees
70 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

National Lottery Community Fund	£29,998
The MSE Charity	£5,828
Sir Jules Thorn Charitable Trust	£1,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Mobile Advice Unit outreach admin
£10,000	13/05/2022	The funding will be used to recruit an admin assistant to coordinate the outreach work the citizen’s advice service is now offering where they provides advice information and support to the ....more The funding will be used to recruit an admin assistant to coordinate the outreach work the citizen’s advice service is now offering where they provides advice information and support to the community. The project aims will enable them to run more efficiently and support those in most need.
The MSE Charity - Grant to Wokingham and District Citizens Advice Bureau
£5,828	15/04/2022	Funding the Making Money Matter project - delivering basic financial awareness skills and money management training to 50 adults with learning disabilities, working in partnership with local learning ....more Funding the Making Money Matter project - delivering basic financial awareness skills and money management training to 50 adults with learning disabilities, working in partnership with local learning disability charity CLASP.
Sir Jules Thorn Charitable Trust - Wokingham and District Citizens Advice Bureau - 27/09/21
£1,000	12/10/2021	Wokingham Advice Bus
National Lottery Community Fund - Advice At Home
£10,000	22/05/2020 10	The organisation will use funding to provide advice to vulnerable and isolated people in their homes. The project aims to support the most vulnerable people during the coronavirus pandemic.
National Lottery Community Fund - Advice task force
£9,998	24/07/2019 12	The project will use funding to deliver pop up advice sessions in a range of locations, supporting people who are unable to travel to their office or unaware of the service. The project aims reach ....more The project will use funding to deliver pop up advice sessions in a range of locations, supporting people who are unable to travel to their office or unaware of the service. The project aims reach more members of the community to improve their lives through advice and guidance.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 34-60

ALISON LUCAS Appointed: 2022, Occupation: Professional Coach

JAN CAMERON Appointed: 2020, Occupation: Civil Service Commissioner

JOSEPH PETER GURNEY Appointed: 2023, Occupation: Local Government Officer

MARIA JESUS JUAREZ PEREZ Appointed: 2022

NAOMI LYNAM Appointed: 2022, Occupation: Accountant

SUSAN DE QUIDT Appointed: 2023

ANNE DELLER Appointed: 2016, Occupation: Solicitor, Other trusteeship: THE EARLY DANCE CIRCLE,

Legal constitution

Charitable company registered in England & Wales on 27/10/1993, number: 1027729
Registered at Companies House on 13/10/1993, number: 02862148

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 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; AR04: 1 days late,

Main office

Wokingham & District CAB
Second Floor
Waterford House
Erfstadt Court
WOKINGHAM
Berkshir

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE AREA OF THE WOKINGHAM DISTRICT COUNCIL, AS DEFINED AT THE DATE OF INCORPORATION OF THE COMPANY, BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS

Defined Area of Benefit:

WOKINGHAM AND DISTRICT

Data Sources