Finance Score: -1

Governance Score: 9

Support Score: 3

Low unrestricted reserves: -2
Pension deficit: -1
Strong growth: +2

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

Grant maker support: +3

Overall GiG Score: 11

LEWISHAM CITIZENS ADVICE BUREAUX SERVICE LIMITED

The service is established for the promotion of any charitable purposes for the benefit of the community in the administrative area of the London Borough of Lewisham and surrounding areas bu the advancement of education, the protection of health and the relief of poverty, sickness and distress

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 age and gender and dynamic in terms of composition

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
There is a pension deficit of £110,331

Established: 25 years
(29 years as a company)

www.citizensadvicelewisham.org.uk

02038934685

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		£1,604	£1,615	£-11	£0	£356	£345	2.6	43	19
31/03/22		£1,549	£1,534	£15	£0	£347	£347	2.7	33	21
31/03/21	*	£1,562	£1,505	£57	£0	£332	£307	2.4	36	45
31/03/20		£1,082	£996	£86	£0	£275	£251	3	28	45
31/03/19		£1,001	£885	£117	£0	£190	£163	2.2	23	44
31/03/18		£992	£891	£101	£0	£73	£58	0.8	19	0
31/03/17		£1,033	£1,125	£-92	£0	£-28	£90	1	19	0
31/03/16		£1,085	£1,147	£-62	£0	£177	£172	1.8	30	0
31/03/15		£1,260	£1,274	£-14	£17	£239	£160	1.5	30	0
31/03/14		£1,195	£1,061	£134	£13	£253	£110	1.2	30	0
31/03/13		£1,055	£1,035	£20	£13	£119	£99	1.1	30	0
31/03/12		£1,009	£991	£18	£12	£99	£81	1	32	0
31/03/11		£1,032	£976	£56	£15	£81	£44	0.5	31	0
31/03/10		£929	£930	£-1	£14	£25	£16	0.2	27	0
31/03/09		£910	£898	£12	£14	£26	£13	0.2	31	0
31/03/08		£916	£972	£-56	£9	£14	£14	0.2	31	0
31/03/07		£999	£1,058	£-59	£6	£70	£-32	-0.4	32	0
31/03/06	*	£891	£952	£-61	£0	£0	£0	n/a	0	0
31/03/05	*	£935	£911	£24	£0	£0	£0	n/a	0	0
31/03/04	*	£908	£851	£57	£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: 6%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 42%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 2.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.9

Asset Split ?

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides human resources

Where it operates

Lewisham,

Who it helps

The General Public/Mankind

Who works here?

43 employees
19 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.

Specific Donations

Amount	When Months	To be used for
Trust for London - Lewisham Citizens Advice Bureaux Service Limited
£85,000	07/10/2020 24	The funding is for continued support to establish the Lewisham Law Service, now registered as the new Lewisham Law Centre (LLC) and to build, in partnership with Southwark Law Centre (SLC), a housing ....more The funding is for continued support to establish the Lewisham Law Service, now registered as the new Lewisham Law Centre (LLC) and to build, in partnership with Southwark Law Centre (SLC), a housing casework team including a paralegal, bringing Legal Aid to the borough.
Trust for London - Lewisham Citizens Advice Bureaux Service Limited
£9,950	22/07/2020 6	The funding is for a network of community-based organisations to resume face-to-face advice for the most vulnerable who are not confident accessing digital/telephone services. It is important that ....more The funding is for a network of community-based organisations to resume face-to-face advice for the most vulnerable who are not confident accessing digital/telephone services. It is important that staff, volunteers and users know safety can be maintained. We will jointly procure risk assessments, deep cleaning and PPE and share technology. This is in response to the COVID19 Emergency.
City Bridge Trust - Eco audit to Lewisham Citizens Advice Bureau Service
£3,400	03/04/2018	£3,400 to provide an eco-audit.
Trust for London - Lewisham Citizens Advice Bureaux Services
£80,000	21/02/2018 24	The funding is towards the costs of a housing casework team to increase access to housing legal advice for disadvantaged residents. Working in partnership with Southwark Law Centre, this is the first ....more The funding is towards the costs of a housing casework team to increase access to housing legal advice for disadvantaged residents. Working in partnership with Southwark Law Centre, this is the first step in a longer term plan to establish a local Law Centre.
National Lottery Community Fund - Advice Lewisham Advice and Information Hubs Project
£275,157	25/04/2013 24	The aim of this new project is to provide is to a comprehensive advice service throughout the Borough of Lewisham which will fully support the needs of clients seeking advice relating to welfare ....more The aim of this new project is to provide is to a comprehensive advice service throughout the Borough of Lewisham which will fully support the needs of clients seeking advice relating to welfare benefits, debt management, housing advice, immigration and other related legal advice services.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 33-62

AIDA SHOUSH Appointed: 2020, Occupation: Welfare Officer

CHRISTINE MOSEDALE Appointed: 2018, Occupation: Civil Servant

COSETTE RECZEK (Chair) Appointed: 2020, Occupation: Consulting

DOMINIC GILCHRIST Appointed: 2018, Occupation: Civil Servant

DR ALIX LANGLEY Appointed: 2023, Occupation: Human Resources Director

EDWARD GUY PIKETT Appointed: 2022, Occupation: Director

IFE GIDADO Appointed: 2023, Occupation: Trustee

JACQUELINE TREGEAR Appointed: 2020, Occupation: Trustee

SENTHOORAN RAMACHANDRAN Appointed: 2022, Occupation: Finance Director

STEVE JOHN BAYNES Appointed: 2022, Occupation: Head Of Grants And Social Policy

SUSAN HUTTON Appointed: 2020, Occupation: Treasurer At Citizens Advice Lewisham, Other trusteeship: BOOK AID INTERNATIONAL,

Legal constitution

Charitable company registered in England & Wales on 09/04/1999, number: 1075040
Registered at Companies House on 27/03/1995, number: 03038147

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
Engaging external speakers at charity events policy and procedures
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; AR21: 1 days late, AR06: 1 days late, AR05: 1 days late, AR04: 1 days late,

Main office

LEWISHAM CITIZENS ADVICE BUREAU SER
Leemore Community Hub
Bonfield Road
Lewisham
LONDON
SE13 5EU

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 LEWISHAM AND SURROUNDING AREAS

Defined Area of Benefit:

LEWISHAM

Data Sources