Finance Score: 0
Governance Score: 6
Support Score: 6
  • Low unrestricted reserves: -2
  • Strong growth: +2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +6
Overall GiG Score: 12 ?

CITIZENS ADVICE SOLENT EAST

The provision of free, confidential, independent and impartial advice and information at a central Portsmouth and location. The provision of specialist advice services at a number of outreach locations in Portsmouth and South Hampshire.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • There has been strong growth in spending over the last 5 years
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return

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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,259£1,274£-14£0£347£2772.65062
31/03/22£876£972£-96£0£361£2843.53823
31/03/21£905£801£104£0£457£3445.23010
31/03/20£672£614£58£0£353£3356.62811
31/03/19£544£520£24£3£295£2646.12228
31/03/18£458£439£19n/an/an/an/an/an/a
31/03/17£436£468£-32n/an/an/an/an/an/a
31/03/16£490£485£5n/an/an/an/an/an/a
31/03/15£513£452£61£11£279£2286140
31/03/14£554£483£71£9£218£1904.7150
31/03/13£557£636£-79£12£146£1202.3170
31/03/12£627£613£14£16£225£1903.7210
31/03/11£631£616£15£9£211£1923.7220
31/03/10£700£700£0£9£196£1833.140
31/03/09£593£583£10£9£186£1503.1170
31/03/08£580£539£41£29£186£1373170
31/03/07£468£460£9n/an/an/an/an/an/a
31/03/06£404£377£26n/an/an/an/an/an/a
31/03/05£397£375£22n/an/an/an/an/an/a
31/03/04£473£495£-22n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 16%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 2.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 5.4
Asset Split ?
Balance Sheet History
Established: 30 years

www.portsmouthcab.org.uk

co@caportsmouth.org.uk

02392855850

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Hampshire, Portsmouth City,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Defined Groups
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Access to Justice Foundation£86,590
National Lottery Community Fund£18,300
DCMS£16,250
Specific Donations
Amount When
Months
To be used for
Access to Justice Foundation - Community Justice Fund Wave Three
£14,672 22/11/2022
Wave three of the Community Justice Fund aims to support organisations delivering social welfare advice services to people most impacted by the cost-of-living crisis.
Access to Justice Foundation - Improving Outcomes Through Legal Support (IOTLS) grant
£31,918 23/05/2022
The funding programme aims to support organisations working to sustain and improve access to early social welfare and family legal support and advice, to enable users to resolve these problems as early as possible and avoid the need for court or ....more
National Lottery Community Fund - PC HARDWARE RENEWAL
£9,750 12/11/2021
The funding will be used to improve the IT equipment at Citizens Advice Portsmouth. The project aims to upgrade equipment to improve efficiency of staff and support more clients requiring advice service support.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£40,000 19/08/2020
A flexible grant as part of wave 1 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID19
DCMS - Coronavirus Community Support Fund
£16,250 19/08/2020
"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 operate, thereby reducing the burden on public ....more
National Lottery Community Fund - EMERGENCY COVID BENEFIT SUPPORT
£8,550 22/05/2020
6
The funding will be used to pay for a Housing Benefits Case Worker for 6 months to provide extra support due to an increase in demand as a direct result of the Covid-19 pandemic. The project aims to provide more support to vulnerable people to apply ....more
National Lottery Community Fund - The 'CityAdviceHub'
£10,000 23/11/2016
12
This project will convert their office into the 'CityAdviceHub' by providing new computers, tablets, seating and other items. This will enable them to improve their delivery, provide a focus for clients to solve their own issues and provide an ....more
Henry Smith Charity - Grant to Portsmouth Citizens Advice Bureau
£119,400 10/03/2016
36
towards three years' salary of the Specialist Welfare Benefits Caseworker at a project providing support to disadvantaged people affected by poverty and/or welfare benefit issues in Hampshire
National Lottery Community Fund - Portsmouth Advice Services Partnership
£287,214 19/04/2013
24
The aim of this new project will see Portsmouth Citizens Advice Bureau (PCAB) lead a four organisation partnership, which will improve efficiency and positively respond to gaps which have been identified in advice services across Portsmouth.
Lloyds Bank Foundation - Grant to Portsmouth Citizens Advice Bureau
£30,800 28/02/2013
The charity provides specialist and generalist advice services for people in Portsmouth. This project is the continuation of its advice service in Cosham also serving adjacent Paulsgrove, areas of high deprivation to the north of Portsmouth
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed

Age Range of Trustees: 26-70
  • AHRAN GILL Appointed: 2024, Occupation: Product Marketing
  • ASHLEY CULLEN Appointed: 2017, Occupation: Transistion And Transformation Leader
  • MEGAN WADE Appointed: 2020, Occupation: Shop Assistant
  • PETER BERNARD BROOK Appointed: 2022, Occupation: Hr Director
  • ROBIN TOWNSEND Appointed: 2007, Occupation: Solicitor
  • ROBERT CLIVE SWEATMAN Appointed: 2024, Occupation: Retired
  • SHAMILA TABITHA DHANA Appointed: 2021, Occupation: Charity Worker
  • STEF NIENALTOWSKI (Chair) Appointed: 2018, Occupation: Director
  • THOMAS ANTONY LITTLE Appointed: 2021, Occupation: It Professional
Legal constitution
  • Charitable company registered in England & Wales on 28/07/1994, number: 1039776
  • Registered at Companies House on 08/07/1994, number: 02946921
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
  • Engaging external speakers at charity events policy and procedures
  • 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; all on time
Main office

Citizens Advice Bureau
Unit 2-3
Ark Royal House
Winston Churchill Avenue
PORTSMOUTH
PO1 2GF

Objectives

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 PORTSMOUTH AND SURROUNDING AREAS.

Defined Area of Benefit:

PORTSMOUTH AND SURROUNDING AREAS

Data Sources

Charity Commission for England and Wales
360 Giving

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