Finance Score: 2

Governance Score: 6

Support Score: 7

Liabilities <10%: +3
Good reserves management: +3
Spending falling: -1
Volatile income: -3

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +7

Overall GiG Score: 15

PETERBOROUGH CITIZENS ADVICE BUREAU

Peterborough Citizens Advice Bureau is an independently run and financed local charity which has been serving the people of Peterborough since April 1967. We are the only mainstream, exclusively free provider of quality accredited advice in Peterborough; our aim to focus on those in greatest need; with our services being used by over 8,500 people each year, often due to a crisis in their lives.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
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
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 26 years

www.citapeterborough.org.uk

no_reply@peterboroughcab.org.uk

0808 278 7850

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	£502	£352	£150	£0	£495	£199	6.8	14	25
31/03/22	£361	£503	£-142	n/a	n/a	n/a	n/a	n/a	51
31/03/21	£689	£596	£93	£0	£487	£308	6.2	17	85
31/03/20	£651	£669	£-18	£0	£312	£299	5.4	21	50
31/03/19	£783	£755	£28	£0	£330	£295	4.7	24	50
31/03/18	£596	£599	£-4	£0	£302	£287	5.7	17	0
31/03/17	£865	£826	£39	£0	£306	£290	4.2	26	0
31/03/16	£1,016	£992	£24	£0	£267	£255	3.1	29	0
31/03/15	£981	£921	£60	£5	£243	£224	2.9	24	0
31/03/14	£737	£704	£33	£5	£183	£179	3	31	0
31/03/13	£737	£704	£33	£5	£132	£128	2.2	24	0
31/03/12	£689	£679	£10	£5	£99	£87	1.5	20	0
31/03/11	£680	£640	£40	£4	£88	£69	1.3	17	0
31/03/10	£640	£651	£-10	£4	£48	£35	0.6	17	0
31/03/09	£549	£545	£4	£3	£59	£55	1.2	24	0
31/03/08	£499	£487	£12	£0	£0	£0	n/a	0	0
31/03/07	£560	£629	£-69	£6	£42	£33	0.6	18	0
31/03/06	£582	£580	£2	£0	£0	£0	n/a	0	0
31/03/05	£565	£537	£28	£0	£0	£0	n/a	0	0
31/03/04	£449	£439	£10	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 40%
Reserves/Spending: 6.8 months
Net Current Assets/Spending: 17 months
Quick Ratio: 31.2

Asset Split ?

Listed activities

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

How it operates

Provides advocacy/advice/information

Where it operates

Cambridgeshire, Peterborough City,

Who it helps

The General Public/Mankind

Who works here?

14 employees
25 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

DCMS	£53,500
Access to Justice Foundation	£40,000
National Lottery Community Fund	£19,170
Lloyds Bank Foundation	£14,954

Specific Donations

Amount	When Months	To be used for
Cambridgeshire Community Foundation - Grant to Peterborough Citizens Advice Bureau
£1,000	14/12/2023	Grant to Peterborough Citizens Advice Bureau
National Lottery Community Fund - Cost of Living Assessor
£9,314	18/11/2022	The funding will be used to recruit a telephone assessor who will help answer the phone lines at the Citizen’s Advice Bureau and enable them to support more people in need during the cost of living ....more The funding will be used to recruit a telephone assessor who will help answer the phone lines at the Citizen’s Advice Bureau and enable them to support more people in need during the cost of living crisis. The project aims to improve access to advice and support.
National Lottery Community Fund - Telephone Advice
£9,856	27/08/2021	This funding will cover adviser salaries to deliver telephone advice services that have increased by over 51% as a result of lockdown and restrictions. The CAB are now seeing 1800 clients calling ....more This funding will cover adviser salaries to deliver telephone advice services that have increased by over 51% as a result of lockdown and restrictions. The CAB are now seeing 1800 clients calling each month and this is manned solely by volunteers so a paid staff member will help improve the service.
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
The Clothworkers Foundation - Grant to Peterborough Citizens Advice Bureau
£5,000	30/07/2020	COVID19 : purchase IT equipment for a chairty that works with homlessness in cambridgeshire
DCMS - Coronavirus Community Support Fund
£53,500	03/07/2020	"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."
Cambridgeshire Community Foundation - Grant to Peterborough Citizens Advice Bureau
£2,400	23/04/2020	to purchase laptops and mobile phones for PCAB's essential but at risk older volunteers to continue to provide vital support and advice relating to the pandemic to hundreds of people from the safety ....more to purchase laptops and mobile phones for PCAB's essential but at risk older volunteers to continue to provide vital support and advice relating to the pandemic to hundreds of people from the safety of their own homes.
Lloyds Bank Foundation - Grant to CAB - Peterborough
£14,954	20/09/2019 12	The grant will support this CB to trial an 'after care' service to clients that present with accommodation and related issues presenting again at the CAB thus cutting waiting times
Essex Community Foundation - Prevention of Homelessness Project
£41,032	01/03/2019 29	To employ a Prevention of Homelessness Officer for 18 months to work with families and vulnerable adults supporting their housing needs in the Peterborough area
National Lottery Community Fund - Citizens Advice Peterborough Intranet
£10,000	21/06/2018 12	The funding will be used to design and implement a new Intranet to support the organisation's move from operating at a single central office to several community settings that are more accessible to ....more The funding will be used to design and implement a new Intranet to support the organisation's move from operating at a single central office to several community settings that are more accessible to local people. The project aims, through the Intranet, to provide staff and volunteers with access to the information and support network they need to provide a high-quality advice service to the community.
Henry Smith Charity - Grant to Peterborough Citizens Advice Bureau
£78,000	08/06/2017 36	towards three years' salary of a Prevention of Homelessness Worker at a project providing housing, mortgage arrears and tenancy advice to homeless people in Cambridgeshire
National Lottery Community Fund - Advice Transformation Peterborough
£347,705	19/04/2013 24	The aim of this new project is to meet the increasing Rights and Responsibility advice needs of the people of Peterborough by providing improved access routes and improved advice to those most in ....more The aim of this new project is to meet the increasing Rights and Responsibility advice needs of the people of Peterborough by providing improved access routes and improved advice to those most in need. The project will ensure that clients have more choice in accessing advice, that they are directed to the best sources of advice at the earliest opportunity and that they receive advice from better trained workers.
Lloyds Bank Foundation - Grant to CAB - Peterborough
£38,100	19/09/2011	the salary costs of the Migrant Project Outreach Worker and on costs, including management/supervision, training, travel, interpretation and a contribution to overheads

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 34-78

ANNA MARIA LEE Appointed: 2022, Occupation: Retired

CHRIS ASH Appointed: 1998, Occupation: Retired, Other trusteeship: THE PETERBOROUGH CIVIC SOCIETY,

DEREK MICHAEL RISK Appointed: 2006, Occupation: Retired, Other trusteeship: THE EVERGREEN CARE TRUST,

DR LYNNE CALEY (Chair) Appointed: 2018, Occupation: Retired, Other trusteeship: YARWELL UNITED CHARITIES,

KEVIN GUTTERIDGE Appointed: 2012, Occupation: Company Director

LIVIA THOMAS Appointed: 2023, Occupation: Accountant

MICHAEL CORKER Appointed: 2023, Occupation: Company Director

RATILAL JOSHI Appointed: 2022, Occupation: Director, Other trusteeship: PETERBOROUGH COUNCIL FOR VOLUNTARY SERVICE,

SHU YUAN Appointed: 2021, Occupation: Banking

Legal constitution

Charitable company registered in England & Wales on 17/02/1998, number: 1068198
Registered at Companies House on 10/02/1998, number: 03507549

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; all on time

Main office

NO PUBLIC ACCESS - CAP
Unit 11
Vicarage Farm Road
PE1 5TX

Objectives

THE CHARITY'S OBJECTS ARE 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 PETERBOROUGH AND SURROUNDING AREAS.

Defined Area of Benefit:

PETERBOROUGH AND SURROUNDING AREAS.

Data Sources