Finance Score: -3
Governance Score: 5
Support Score: 8
  • Low unrestricted reserves: -2
  • Pension deficit: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Mainly female board: -1
  • Overall weighted support: +8
Overall GiG Score: 10 ?

SOUTHWARK CITIZENS ADVICE BUREAUX SERVICE

Southwark Citizens Advice Bureaux Service aims to provide free, confidential, impartial and independent advice and information for the benefit of the local community, to exercise a responsible influence on the development of social policies and services and to ensure individuals do not suffer through a lack of knowledge or an inability to express their needs effectively.
Analysis by Giving is Great

Positives:

  • 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

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end
  • There is a pension deficit of £105,145

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
31/03/24£1,934£1,745£189£0£1,274£0n/a3563
31/03/23£1,597£1,693£-96£0£1,085£1,0857.73773
31/03/22£1,785£1,826£-41£0£1,181£1,1817.84572
31/03/21£1,802£1,802£0£0£1,222£1,2228.14877
31/03/20?£1,938£1,745£193£0£1,222£1,2228.436113
31/03/18£1,568£1,631£-63£0£1,030£9637.1330
31/03/17£1,768£1,849£-81£0£1,093£8855.7370
31/03/16£1,874£1,449£425£0£1,174£1,0308.5320
31/03/15£1,399£1,242£156£8£749£6836.6230
31/03/14£1,382£1,276£106£8£592£5275220
31/03/13£1,192£1,114£78£7£486£3924.2210
31/03/12£994£850£144£7£408£2643.7180
31/03/11£954£940£14£9£264£2202.8190
31/03/10£1,000£904£97£8£250£1932.6190
31/03/09£770£759£11£5£154£1211.9150
31/03/08£677£639£38£8£143£1112.1140
31/03/07£604£600£4£5£105£1012140
31/03/06£561£554£7n/an/an/an/an/an/a
31/03/05£498£497£1n/an/an/an/an/an/a
31/03/04£428£501£-73n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 19%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 9 months
Quick Ratio: 3.9
Asset Split ?
Balance Sheet History
Established: 26 years

www.citizensadvicesouthwark.org.uk

finance@citizensadvicesouthwark.org.uk

080 8278 7849

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Bexley, Bromley, Greenwich, Lambeth, Lewisham, Southwark,
Who it helps
  • 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
London Borough of Southwark£180,931
City Bridge Trust£160,866
DCMS£97,500
United Saviours Charity£12,478
Specific Donations
Amount When
Months
To be used for
City Bridge Trust - Grant to Citizens Advice Southwark
£160,866 25/09/2023
£160,866 across three years (£51,920, £53,603, £55,343) to provide specialist casework and improve financial outcomes for low income and Disabled people.
London Borough of Southwark - Grant to Citizens Advice Southwark
£22,400 31/03/2023
Common Purpose grant from the Environment, Neighbourhoods & Growth department for Forum for Equality & Human Rights in Southwark
London Borough of Southwark - Grant to Citizens Advice Southwark
£22,400 31/03/2022
Common Purpose grant from the Environment & Leisure department for Forum for Equality & Human Rights in Southwark
London Borough of Southwark - Grant to Citizens Advice Southwark
£72,081 31/03/2022
Resident Participation Fund grant from the Environment & Leisure department for Homeowners advice service
London Borough of Southwark - Grant to Citizens Advice Southwark
£34,150 31/03/2022
European Union Settlement Scheme grants grant from the Chief Executive department
DCMS - Coronavirus Community Support Fund
£97,500 29/09/2020
"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 operate, thereby reducing the burden on public ....more
United Saviours Charity - COVID-19
£12,478 28/05/2020
2
This funding will be used to help us increase our capacity to provide advice on welfare benefits and employment, and to switch more of our services to digital channels by redeploying (and bringing back into delivery) volunteers to work from home at ....more
London Borough of Southwark - Grant to Citizens Advice Southwark
£22,400 01/04/2020
Common Purpose grant from the Environment & Leisure department for Forum for Equality & Human Rights in Southwark
London Borough of Southwark - Grant to Citizens Advice Southwark
£2,500 01/04/2020
COVID-19 community grants wave 2 grant from the Finance & Governance department
London Borough of Southwark - Grant to Citizens Advice Southwark
£5,000 01/04/2020
COVID-19 community grants wave 3 grant from the Finance & Governance department
United Saviours Charity - Universal Credit Support Southwark
£40,000 06/11/2019
23
The grant will consolidate and develop strong and sustainable voluntary sector partnerships so vulnerable local residents experiencing problems with Universal Credit can be better helped and supported. Comprising three local voluntary sector ....more
London Borough of Southwark - Grant to Citizens Advice Southwark
£22,400 01/04/2019
Common Purpose grant from the Place & Wellbeing department for Forum for Equality & Human Rights in Southwark
London Borough of Southwark - Grant to Citizens Advice Southwark
£22,400 01/04/2018
Community Capacity grant from the Place & Wellbeing department for Forum for Equality & Human Rights in Southwark
Trust for London - Southwark Citizens Advice Bureaux
£65,000 04/10/2017
24
The Funding is towards the support of our specialist immigration worker for a further three years, building on the funding that Trust for London have already invested in this vital service, but in a tapered way that allows for us to continue to ....more
City Bridge Trust - Eco audit to Citizens Advice Southwark
£3,000 21/08/2017
£3,000 (7.5 days @ £400 per day) to conduct an eco-audit for Citizens Advice Southwark.
London Borough of Southwark - Grant to Southwark Citizens Advice Bureau
£22,400 01/04/2017
Community Capacity grant from the Housing & Modernisation department for Forum for Equality & Human Rights in Southwark
London Borough of Southwark - Grant to Southwark Citizens Advice Bureau
£22,400 01/04/2016
Community Capacity grant from the Housing & Modernisation department for Forum for Equalities & Human Rights in Southwark
National Lottery Community Fund - Extended Training Support Project
£178,073 25/09/2015
36
This project will continue to develop and train people from disadvantaged backgrounds to become advice and information volunteers. By developing their skills and experience the project aims to support them into full-time employment. This service ....more
City Bridge Trust - Grant to Southwark Citizens Advice Bureaux Services
£160,600 16/07/2014
36
£160,600 over 3 years (£52,750; £53,250; £54,600) for the salary of an Advice Worker plus related operational costs.
National Lottery Community Fund - Southwark Legal Advice Network
£333,217 25/04/2013
24
The aim of this new project aims to increase collaboration between existing and new partners to meet the advice needs of a diverse community within the Borough of Southwark. This will be achieved through a range of initiatives including the ....more
National Lottery Community Fund - Money Savvy Southwark
£970,203 02/08/2012
60
The project will provide beneficiaries with access to a range of financial support services, using creative and innovative approaches to target hard to reach social housing tenants. This will establish an accessible support network to build ....more
National Lottery Community Fund - Training Support Project
£127,487 10/05/2011
36
Project: This new project aims to target unemployed, recently arrived migrants and older and disabled people living in Southwark to train as volunteers. The project will employ a training support worker to lead on the recruitment, training and ....more
National Lottery Community Fund - Communication Development Project
£10,000 18/03/2010
12
A project by this group based in Southwark, London to develop a new IT system. The project will provide a link between different offices allowing greater communication. The project will allow the group to increase the effectiveness of the services ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split
Based on 7/8 persons

Age Range of Trustees: 32-74
  • ABEER SHARMA Appointed: 2021, Occupation: Solicitor
  • CATHERINE ANN COLEBROOK Appointed: 2021, Occupation: Civil Servant
  • DIANA MELISSA LILIAN IRIS DAVEY Appointed: 2023, Occupation: Director
  • HELEN FANTHORPE Appointed: 2023, Occupation: Editor
  • KERRIE HARRIA ADAMS Appointed: 2022, Occupation: Civil Servant
  • PATRICIA BOYER Appointed: 2010, Occupation: Teacher
  • ROWENA BODDINGTON Appointed: 2023, Occupation: Marketing Director
  • THOMAS SMITH (Chair) Appointed: 2020, Occupation: Lawyer
Legal constitution
  • Charitable company registered in England & Wales on 29/06/1998, number: 1070263
  • Registered at Companies House on 09/02/1998, number: 03507093
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
  • 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

6 Westmoreland Road
LONDON
SE17 2AY

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 THE LONDON BOROUGH OF SOUTHWARK AND SURROUNDING AREAS.

Defined Area of Benefit:

THE LONDON BOROUGH OF SOUTHWARK AND SURROUNDING AREAS.

Data Sources

Charity Commission for England and Wales
360 Giving

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