Finance Score: 7
Governance Score: 9
Support Score: 9
  • Strong growth: +2
  • Future income +5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +9
Overall GiG Score: 25 ?

NORTH SOMERSET CITIZENS ADVICE BUREAU

Advice Services
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 and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

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£1,274£1,029£245£0£715£4705.53945
31/03/22£907£764£144£0£470£4507.13146
31/03/21£799£662£137£0£326£2734.92737
31/03/20£798£648£150£0£362£3386.32480
31/03/19£543£567£-24£0£216£1162.42380
31/03/18£521£488£33£0£240£1654.1240
31/03/17£442£444£-2n/an/an/an/an/an/a
31/03/16£536£556£-20£0£208£1603.5150
31/03/15£707£669£38£8£229£1542.8170
31/03/14£601£586£16£10£191£1483170
31/03/13£577£615£-38£11£175£190.4170
31/03/12£641£598£43£14£213£1833.7170
31/03/11£736£657£79£11£170£1362.5180
31/03/10£677£675£2£5£91£621.1190
31/03/09£627£618£9£8£88£440.9190
31/03/08£618£571£48£19£79£360.8230
31/03/07*£524£531£-7£19£32£-1-0200
31/03/06*£492£503£-11n/an/an/an/an/an/a
31/03/05£419£405£13n/an/an/an/an/an/a
31/03/04£400£392£8n/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: 28%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 66%
Reserves/Spending: 5.5 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.6
Asset Split ?
Balance Sheet History
Established: 29 years

www.nscab.org.uk

finance@nscab.org.uk

01934836201

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • North Somerset,
Who it helps
  • Elderly/Old People
  • 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£493,320
Quartet Community Foundation£127,871
Tudor Trust£2,000
Specific Donations
Amount When
Months
To be used for
Access to Justice Foundation - Improving Lives Through Advice Grant
£493,320 01/03/2024
The Improving Lives Through Advice programme is made possible by a £30 million grant from The National Lottery Community Fund, thanks to National Lottery players. Working in partnership with the largest community funder in the UK, the Improving ....more
Quartet Community Foundation - Grant to North Somerset Citizens Advice Bureau
£10,725 26/05/2023
As directed by the donor towards debt advice work.
Quartet Community Foundation - Grant to North Somerset Citizens Advice Bureau
£2,500 11/05/2023
For two community engagement and development days in North Somerset to develop a clearer understanding of where funding should be targeted and support thriving healthy communities.
Quartet Community Foundation - Grant to North Somerset Citizens Advice Bureau
£17,556 10/01/2023
As directed by the donor towards debt advice work.
Quartet Community Foundation - Grant to North Somerset Citizens Advice Bureau
£40,000 16/06/2022
To support the re-opening of our face-to-face advice services across North Somerset to help reach as many local residents as possible, £20,000 per year for two years.
Quartet Community Foundation - Grant to North Somerset Citizens Advice Bureau
£13,650 01/06/2022
As directed by the donor towards debt advice work.
Quartet Community Foundation - Grant to North Somerset Citizens Advice Bureau
£4,500 23/03/2022
11
To support 30 clients and their families who are experiencing fuel poverty with an emergency top-up to help towards their gas and electric bills.
Quartet Community Foundation - Grant to North Somerset Citizens Advice Bureau
£9,425 10/06/2021
As directed by the donor towards debt advice work.
Tudor Trust - Grant to Citizens Advice Bureau: North Somerset
£2,000 13/01/2021
as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
Quartet Community Foundation - Older Persons Social Prescribing Service
£15,015 15/12/2020
In light of the pandemic, impact and aftermath, to provide an urgent Older Persons dedicated Social Prescribing service to identify isolation, loneliness, community support and advice needs.
Quartet Community Foundation - Grant to North Somerset Citizens Advice Bureau
£4,500 18/06/2020
As advised by donor
Quartet Community Foundation - Grant to North Somerset Citizens Advice Bureau
£5,000 09/04/2020
For additional IT and telephony equipment to deliver advice services from remote locations in the face of significantly increased demand.
Quartet Community Foundation - CANS new home: 39 Oxford Street, Weston-super-Mare
£5,000 12/02/2020
2
We purchased 39 Oxford Street, WSM in July 2018. We need help to complete the refurbishment of the building so we can move in.
Quartet Community Foundation - Generalist Adviser Training Programme
£5,000 23/01/2019
5
Toward the cost of training four new volunteer advisers.
National Lottery Heritage Fund - Grant to Citizens Advice North Somerset
£4,400 09/01/2019
2019: Celebrating 80 years of Citizens Advice in Weston-Super-Mare
Tudor Trust - Grant to Citizens Advice Bureau: North Somerset
£40,000 31/10/2018
12
towards the refurbiishment of new premises in Weston-super-Mare
Quartet Community Foundation - CANS' move to new premises
£5,300 10/02/2017
Towards the cost of a senior chartered surveyor to help CANS find suitable new premises within the Weston-super-Mare area; to negotiate the terms of any new lease or purchase; and organise any planning or building works that the new premises may ....more
Quartet Community Foundation - Surviving Winter Grant Scheme
£3,000 09/02/2017
14
To provide emergency payments to 100+ people in fuel poverty in North Somerset.
Quartet Community Foundation - Translation Services
£2,500 06/10/2016
11
For BSL translation services supporting approximately 20 hearing impaired people in the annual funding period.
National Lottery Community Fund - North Somerset Advice Partnership
£302,116 19/04/2013
36
This new project seeks to support a sustainable and resilient advice sector which is responsive to client need. A number of initiatives will be implemented to fulfil the aims of the project. A specialist welfare benefits advice service will be ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 41-80
  • ANDREW HATHERELL Appointed: 2023, Occupation: Finance/Commercial Director
  • ELIZABETH ANNE FOTHERGILL Appointed: 2016, Occupation: Retired
  • FARID SAADA (Chair) Appointed: 2018, Occupation: Senior Manager
  • JACKIE SMITH Appointed: 2023, Occupation: Retired
  • JAMES CHILDS-EVANS Appointed: 2023, Occupation: Nhs Admin Manager
  • JOHN REEVE Appointed: 2020, Occupation: Consultant
  • PETER BRAY Appointed: 2022, Occupation: Retired
  • PHILIPPA MARY CLARK Appointed: 2019, Occupation: Retired
  • SARA TURNER Appointed: 2023, Occupation: Head Of Communication
Legal constitution
  • Charitable company registered in England & Wales on 14/02/1996, number: 1052967
  • Registered at Companies House on 09/03/1994, number: 02906303
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
20 returns made; AR07: 0 days late, AR06: 42 days late,
Main office

39 Oxford Street
WESTON-SUPER-MARE
BS23 1TN

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN NORTH SOMERSET AND SURROUNDING AREAS BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

NORTH SOMERSET

Data Sources

Charity Commission for England and Wales
360 Giving

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