Finance Score: 1

Governance Score: 4

Support Score: 11

Poor Liquidity: -1
Strong growth: +2

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +11

Overall GiG Score: 16

CITIZENS ADVICE BOURNEMOUTH, CHRISTCHURCH AND POOLE

Provision of a free, independent, confidential and impartial service of advice, information training and counsel for the benefit of the community and general public mainly but not exclusively within the Boroughs of Bournemouth and Poole or any successor body or bodies to them

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
The Board appears to be well diversified in terms of gender 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
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 25 years

www.citizensadvicebcp.org.uk

zoe.bradley@citizensadvicebcp.org.uk

01202290967

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		£2,718	£2,696	£22	£0	£392	£358	1.6	52	78
31/03/22		£1,793	£1,704	£89	£0	£370	£325	2.3	54	95
31/03/21		£1,457	£1,242	£215	£0	£281	£226	2.2	53	86
31/03/20	*	£1,187	£1,215	£-28	£0	£66	£66	0.7	52	94
31/03/19		£903	£947	£-44	£0	£94	£92	1.2	39	83
31/03/18		£565	£638	£-74	£0	£138	£134	2.5	28	0
31/03/17		£462	£504	£-43	£0	£0	£0	n/a	0	0
31/03/16		£525	£495	£30	£1	£255	£243	5.9	22	0
31/03/15		£368	£308	£59	£0	£0	£0	n/a	0	0
31/03/14		£310	£306	£4	£0	£0	£0	n/a	0	0
31/03/13		£324	£272	£53	£0	£0	£0	n/a	0	0
31/03/12		£307	£256	£51	£0	£0	£0	n/a	0	0
31/03/11		£307	£295	£12	£0	£0	£0	n/a	0	0
31/03/10		£354	£345	£9	£0	£0	£0	n/a	0	0
31/03/09	*	£291	£248	£43	£0	£0	£0	n/a	0	0
31/03/08		£288	£296	£-8	£0	£0	£0	n/a	0	0
31/03/07	*	£265	£295	£-30	£0	£0	£0	n/a	0	0
31/03/06	*	£300	£317	£-18	£0	£0	£0	n/a	0	0
31/03/05	*	£330	£341	£-12	£0	£0	£0	n/a	0	0
31/03/04	*	£340	£345	£-5	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 47%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 1.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.8

Asset Split ?

Listed activities

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

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Bournemouth, Dorset, Poole,

Who it helps

The General Public/Mankind

Who works here?

52 employees
78 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

National Lottery Heritage Fund	£150,000
Home Office	£129,927
Quartet Community Foundation	£95,782
National Lottery Community Fund	£10,000

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Citizens Advice Bournemouth Christchurch & Poole
£27,950	26/05/2023	As directed by the donor towards debt advice work.
National Lottery Heritage Fund - Grant to Citizens Advice Bournemouth Christchurch and Poole
£150,000	21/11/2022	Where We Can Call Home
Dorset Community Foundation - Mobile Refugee Advice Project
£4,000	28/10/2022	Mobile Refugee Advice Project to support Ukrainian refugees in BCP
Dorset Community Foundation - Immigration Advice Clinic
£4,000	25/08/2022	Contribution to Immigration Advice Clinic, offered to people across Dorset
Quartet Community Foundation - Grant to Citizens Advice Bournemouth Christchurch & Poole
£22,320	01/06/2022	As directed by donor towards debt advice work.
Quartet Community Foundation - Grant to Citizens Advice Bournemouth Christchurch & Poole
£20,912	10/06/2021	As directed by donor towards debt advice work.
Home Office - EU Settlement Grant Scheme Funding
£129,927	01/04/2021	This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support ....more This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support beyond this date. This support could be provided through a range of activities such as information giving, improving understanding of the scheme, provision of technology and direct assistance. It is essential that the support provided via the grants scheme leads to applications submitted to the Home Office. The grant scheme will ensure that the necessary support is available across the UK so that everyone who qualifies for the Scheme can complete the application process by 30 June 2021 and continuing support is available beyond this date.
Quartet Community Foundation - Grant to Citizens Advice Bournemouth Christchurch & Poole
£24,600	18/06/2020	As advised by donor
National Lottery Community Fund - Advice From Home
£10,000	30/04/2020 2	The funding will be used to help the project adapt and expand its services moving them online/delivering them remotely in light of increased demand due to COVID-19.
Home Office - EU Settlement Grant Scheme Funding 2019-20
£117,349	01/04/2019	This grants scheme is enabling organisations to provide practical support to vulnerable EU citizens through information-giving, advice and provision of technology and assistance to help them make ....more This grants scheme is enabling organisations to provide practical support to vulnerable EU citizens through information-giving, advice and provision of technology and assistance to help them make their Scheme application by 30 June 2021. This support could be provided through a range of activities such as information giving, improving understanding of the scheme, provision of technology and direct assistance to help them make their Scheme application no later than 30 June 2021. It is essential that the support provided via the grants scheme leads to applications submitted to the Home Office.The grant scheme will ensure that the necessary support is available across the UK so that everyone who qualifies for the Scheme can complete the application process by 30 June 2021.
National Lottery Community Fund - Specialist Benefits Advice
£10,000	30/01/2019 12	The funding will be used to deliver volunteer training to provide specialist benefit advice to local people. The project will help to address financial concerns.
Garfield Weston Foundation - Main Grants award
£10,000	29/11/2018	Core Funding
Quartet Community Foundation - Budget Coaches
£4,994	03/01/2018 11	To deliver budget coach appointments to clients that have gone through the group's debt advice process and need assistance in managing their weekly/monthly/annual budget.
National Lottery Community Fund - Access for All
£10,000	06/09/2017 12	The funding will be used to extend outreach services offering citizens advice to communities with high deprivation, enabling easy access to help address issues.
Lloyds Bank Foundation - Grant to Bournemouth Citizens Advice Bureau
£15,000	26/04/2013	Bournemouth CAB provides a debt advice service to help those in the most deprived areas of Bournemouth to reduce their debts, increase their income and feel less stressed and better able to manage ....more Bournemouth CAB provides a debt advice service to help those in the most deprived areas of Bournemouth to reduce their debts, increase their income and feel less stressed and better able to manage their money.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-73

ANDREW KARNO Appointed: 2021, Occupation: Magistrate

ANN DIMMOCK Appointed: 2022, Occupation: Retired

CHIKA NORAH UDEZUE Appointed: 2022, Occupation: Magistrate

DAVID SARGENT Appointed: 2019, Occupation: Accountant

JANE BURROWS Appointed: 2017, Occupation: Consumer Protection Officer

JACQUELINE RANCE Appointed: 2022, Occupation: Retired

MICHAEL GIBSON Appointed: 2023, Occupation: Accountant

PAUL KEMP Appointed: 2023, Occupation: Magistrate

SARAH JANE MAIDENS Appointed: 2023, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 18/03/1999, number: 1074727
Registered at Companies House on 31/03/1998, number: 03537836

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
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; AR20: 5 days late, AR09: 47 days late, AR07: 2 days late, AR06: 2 days late, AR05: 72 days late, AR04: 170 days late,

Main office

Civic Centre
Bourne Avenue
BOURNEMOUTH
BH2 6DX

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 Bournemouth, Christchurch & Poole and the surrounding areas.

Defined Area of Benefit:

MAINLY IN, BUT NOT EXCLUSIVELY IN, THE AREA OF THE COUNCIL OF THE BOROUGH OF BOURNEMOUTH

Data Sources