Finance Score: -1
Governance Score: 2
Support Score: 6
  • Reasonable growth: +1
  • Multiple Deficits: -2
  • No PartB
  • Good trustee age range: +3
  • Mainly female board: -1
  • Grant maker support: +6
Overall GiG Score: 7 ?

CITIZENS ADVICE MENDIP 

The Mendip Citizens Advice service provides free, independent, confidential and impartial advice in the Mendip and the surrounding areas to everyone on their rights and responsibilities. We value diversity, promote equality and challenge discrimination. Our aims are to provide the advice people need for the problems they face, and to improve the policies and practise that affect people's lives.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • 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

Regulatory & Governance issues to consider:

  • The Board is predominantly female

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • On several occasions in recent years income has been less than spending
Established: 27 years

www.citizensadvicemendip.org.uk

Ianb@citizensadvicemendip.org.uk

01749678652

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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£394£649£-254n/an/an/an/an/a40
31/03/22*£834£809£26£0£163£1512.21435
31/03/21£393£432£-39n/an/an/an/an/a45
31/03/20£345£447£-103n/an/an/an/an/a72
31/03/19£465£472£-7n/an/an/an/an/a65
31/03/18£465£456£9£0£0£0n/a00
31/03/17£476£490£-14£0£0£0n/a00
31/03/16£519£548£-30£0£291£2425.3110
31/03/15£531£460£71£4£320£2336.1120
31/03/14£461£427£33£0£0£0n/a00
31/03/13£389£384£5£0£0£0n/a00
31/03/12£411£396£15£0£0£0n/a00
31/03/11£409£408£1£0£0£0n/a00
31/03/10£423£413£9£0£0£0n/a00
31/03/09£401£395£6£0£0£0n/a00
31/03/08£374£372£2£0£0£0n/a00
31/03/07£356£365£-9£0£0£0n/a00
31/03/06£402£353£49£0£0£0n/a00
31/03/05£253£248£5£0£0£0n/a00
31/03/04£221£215£6£0£0£0n/a00

Highest pay bracket: less than £60,000
Listed activities
  • Accommodation/Housing
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Bath And North East Somerset, Bristol City, North Somerset, Somerset, Wiltshire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • Unknown number of employees
  • 40 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
Somerset Community Foundation£60,905
National Lottery Community Fund£36,728
Quartet Community Foundation£24,308
DCMS£4,000
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Citizens Advice Mendip
£6,875 02/06/2023
As requested by the donor towards debt advice.
Somerset Community Foundation - Training online advisers to spot the signs and to act on cases of domestic violence
£2,396 10/03/2023
Grant to Citizens Advice Mendip
National Lottery Community Fund - Citizens Advice Mendip - In touch with our community
£8,760 10/03/2023
The funding will be used to promote and deliver an online service where people will be provided with the opportunity to access advice information and signposting with regards to issues pertaining to ....more
Somerset Community Foundation - Specialist advice for people with mental health difficulties
£4,000 28/02/2023
Grant to Citizens Advice Mendip
Somerset Community Foundation - Increasing the capacity of debt and money advice services in response to the cost-of-living crisis
£3,106 01/02/2023
Grant to Citizens Advice Mendip
Somerset Community Foundation - Training and supervising additional volunteer advisors to meet the demand caused by the cost of living crisis
£2,869 12/12/2022
Training and supervising additional volunteer advisors to meet the demand caused by the cost of living crisis
Somerset Community Foundation - Providing direct financial support to help older people stay warm over the winter
£8,550 27/10/2022
Grant to Citizens Advice Mendip
Quartet Community Foundation - Grant to Citizens Advice Mendip
£6,840 09/06/2022
As advised by donor towards debt advice.
Somerset Community Foundation - Business development to consolidate the transition to online volunteer advice services
£6,189 24/05/2022
Business development to consolidate the transition to online volunteer advice services
Somerset Community Foundation - Training online advisers to spot the signs and to act on cases of domestic violence
£2,676 23/12/2021
Training online advisers to spot the signs and to act on cases of domestic violence
Somerset Community Foundation - Grant to Citizens Advice Mendip
£2,869 26/11/2021
We need to increase our paid session supervisor hours to enable us to expand, manage and monitor our volunteer pool allowing us to help more clients in need.
Somerset Community Foundation - Surviving Winter - small grants to help older people stay warm this winter
£4,950 29/10/2021
Surviving Winter - small grants to help older people stay warm this winter
Co-Operative Group - Grant to Citizens Advice Mendip
£843 23/10/2021
During recent months we have seen that our volunteers can help more people when working from home, however we need to buy more laptops to help with this.
National Lottery Community Fund - Citizens Advice Mendip Online and In touch
£9,160 09/07/2021
The organisation will use the funding to employ a social media and online coordinator to support the increased demand for their online services due to the pandemic with volunteers working from home.
Quartet Community Foundation - Grant to Citizens Advice Mendip
£4,293 10/06/2021
As advised by donor
Somerset Community Foundation - Surviving Winter 2020/21
£8,800 18/12/2020
3
Small grants to help older people stay warm in winter
Somerset Community Foundation - COVID19 IT and mobile phones to increase remote service provision
£2,500 14/12/2020
3
Grant to Citizens Advice Mendip
Somerset Community Foundation - Small grants to purchase white goods, carpets etc. to help homeless people move into independent living
£10,000 20/10/2020
13
Small grants to purchase white goods, carpets etc. to help homeless people move into independent living
DCMS - Coronavirus Community Support Fund
£4,000 04/09/2020
"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
Quartet Community Foundation - Grant to Citizens Advice Mendip
£6,300 18/06/2020
As advised by donor
National Lottery Community Fund - Increase the number of volunteers providing crisis online and telephone support
£9,782 22/05/2020
14
The funding will be used to increase the number of volunteers providing crisis online and telephone support. The project aims to support people impacted by Covid-19 and to help answer their concerns.
Somerset Community Foundation - COVID19 Virtual volunteer-led advice service
£2,000 30/03/2020
Virtual volunteer-led advice service
National Lottery Community Fund - Children's Voices - The Next Generation
£9,026 24/02/2020
11
The funding will enable the project to build on previous work by offering young people aged 15-25 inter generational support and understanding of domestic financial matters which will be delivered in ....more
Quartet Community Foundation - Children's Voices ~ Changing Choices
£5,000 18/03/2019
11
Towards the cost of delivering the Children's Voices ~ Changing Choices project.
Somerset Community Foundation - Children's Voices ~ Changing Choices
£4,489 14/12/2018
11
Financial literacy programme across seven schools.
National Lottery Community Fund - Childrens voices, changing choices
£8,855 14/12/2018
12
The funding will be used to deliver financial literacy training to school children. The project aims to develop life skills and learning.
Somerset Community Foundation - Surviving Winter 2018/19
£3,000 06/12/2018
3
Small grants to help older people stay warm in winter
Quartet Community Foundation - Children's Voices Changing Choices
£10,000 03/01/2018
11
To continue the delivery of the Children's Voices Changing Choices project that aims to improve children's understanding of domestic financial matters.
Somerset Community Foundation - Childrens Voices Changing Choices
£3,000 20/06/2017
8
Financial literacy projct for young people
Somerset Community Foundation - Surviving Winter 2016/17
£4,750 12/12/2016
8
Small grants to help older people stay warm in winter.
National Lottery Community Fund - Mendip Mobile Advice Hub for the Villages
£220,750 19/04/2013
36
The aim of this new project is to develop a rural information hub, to take advice to residents, using a community advice van equipped with mobile phones and laptop computers.The project have previous ....more
Show more rows

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: 46-80
Legal constitution
  • Charitable company registered in England & Wales on 03/06/1997, number: 1062605
  • Registered at Companies House on 09/05/1997, number: 03368452
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
  • Investing charity funds 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; AR22: 37 days late,
Main office

Citizens Advice Mendip
Highfield House
Shape Mendip Campus
Shepton Mallet
Somerset
BA4 5BT

Objectives

PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY BY THE ADVANCEMENT OF EDUCATION,THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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