Finance Score: -1

Governance Score: 9

Support Score: 8

Poor Liquidity: -1

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

Grant maker support: +8

Overall GiG Score: 16

COMMUNITY ADVICE AND LAW SERVICE LTD

Community Advice and Law Service provides an independent advice service in social welfare law including debt, housing, welfare benefits and immigration (which is a charged for service), we also provide financial capability support through the Moneywise Plus project.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

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		£4,073	£4,041	£32	£0	£547	£382	1.1	34	5
31/03/22		£4,254	£4,113	£141	£0	£516	£287	0.8	44	6
31/03/21		£4,128	£3,996	£132	£0	£375	£186	0.6	38	0
31/03/20		£3,541	£3,484	£57	£0	£243	£100	0.3	28	2
31/03/19		£3,463	£3,500	£-37	£66	£183	£67	0.2	34	6
31/03/18	*	£3,718	£3,611	£108	£252	£220	£95	0.3	30	0
31/03/17		£3,483	£3,479	£4	£212	£112	£111	0.4	27	0
31/03/16		£3,628	£3,645	£-17	£194	£113	£107	0.4	26	0
31/03/15	*	£2,928	£2,964	£-37	£4	£130	£122	0.5	20	0
31/03/14	*	£2,759	£2,915	£-156	£5	£168	£122	0.5	17	0
31/03/13		£2,540	£2,600	£-60	£3	£324	£317	1.5	21	0
31/03/12		£2,739	£2,664	£75	£6	£383	£282	1.3	18	0
31/03/11		£2,884	£2,893	£-9	£6	£309	£279	1.2	17	0
31/03/10	*	£3,037	£2,902	£135	£6	£318	£223	0.9	26	0
31/03/09	*	£2,581	£2,596	£-15	£8	£183	£170	0.8	19	0
31/03/08		£3,164	£3,118	£46	£6	£197	£38	0.1	24	0
31/03/07	*	£1,967	£1,917	£50	£2	£151	£86	0.5	29	0
31/03/06	*	£512	£535	£-24	£0	£0	£0	n/a	0	0
31/03/05	*	£506	£442	£64	£0	£0	£0	n/a	0	0
31/03/04	*	£470	£439	£31	£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: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 25%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 70%
Reserves/Spending: 1.1 months
Net Current Assets/Spending: 2 months
Quick Ratio: 3.3

Asset Split ?

Established: 23 years

www.cals.uk.net

enquiries@advice-cals.org.uk

01162421120

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Social & legal advocacy

How it operates

Provides advocacy/advice/information

Where it operates

Derbyshire, Leicester City, Leicestershire, Lincolnshire, Northamptonshire, Nottinghamshire, Rutland,

Who it helps

The General Public/Mankind

Who works here?

34 employees
5 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

Justice Together Initiative	£450,000
Access to Justice Foundation	£271,317
DCMS	£6,000

Specific Donations

Amount	When Months	To be used for
Justice Together Initiative - East Midlands Immigration Network - a strategic partnership to sustain, expand and strengthen the sector
£450,000	23/11/2022	To develop a strategic partnership of 10 organisations, coordinated by CALS, that will bring together specialist legal advice agencies and grassroots organisations that seek to tackle race inequality ....more To develop a strategic partnership of 10 organisations, coordinated by CALS, that will bring together specialist legal advice agencies and grassroots organisations that seek to tackle race inequality and support migrants and refugees
Access to Justice Foundation - Help Accessing Legal Support (HALS)
£90,000	13/09/2022	Help Accessing Legal Support (HALS) is a programme of The Access to Justice Foundation with the Ministry of Justice. We are working with organisations to sustain and improve access to early social ....more Help Accessing Legal Support (HALS) is a programme of The Access to Justice Foundation with the Ministry of Justice. We are working with organisations to sustain and improve access to early social welfare and family legal advice, to enable users to resolve these problems as early as possible and avoid the need for court or tribunal proceedings where possible. Where court or tribunal proceedings are needed, we expect the grant will provide the support needed to help people manage their way through the process effectively. A key feature of this programme is expected to focus on helping us all understand what works better in terms of service delivery and also to help make the case for future investment in this work.
Access to Justice Foundation - Improving Outcomes Through Legal Support (IOTLS) grant
£41,317	23/05/2022	The funding programme aims to support organisations working to sustain and improve access to early social welfare and family legal support and advice, to enable users to resolve these problems as ....more The funding programme aims to support organisations working to sustain and improve access to early social welfare and family legal support and advice, to enable users to resolve these problems as early as possible and avoid the need for court or tribunal proceedings where possible. Where court or tribunal proceedings are needed, we expect the grant to provide the support needed to help people navigate the process effectively, including where support to prepare for court and at court is required.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£50,000	09/08/2021	A flexible grant as part of wave 2 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID82
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£90,000	16/07/2020	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
DCMS - Coronavirus Community Support Fund
£6,000	15/07/2020	"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."
National Lottery Community Fund - Check-in 4 Advice
£211,519	30/10/2018 48	This project will continue to provide debt advice and support, such as challenging repossession orders, negotiating with bailiffs and creditors and applying for grants for food and energy costs, as ....more This project will continue to provide debt advice and support, such as challenging repossession orders, negotiating with bailiffs and creditors and applying for grants for food and energy costs, as well as providing direct advocacy support. Weekly sessions will be delivered and home visits will be provided to more vulnerable people. A website will also be established so people can access advice online. This will build people's knowledge, skills and confidence to overcome challenges in their lives.
National Lottery Community Fund - Advice Leicester
£349,111	19/04/2013 24	The aim of this new project will see Community Advice and Law Service (CALS) become the lead of a ten organisation partnership to develop the integration of local advice services, increase capacity ....more The aim of this new project will see Community Advice and Law Service (CALS) become the lead of a ten organisation partnership to develop the integration of local advice services, increase capacity and improve early intervention methods to improve the lives of those seeking advice in Leicester.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-77

BRETT BERNARD KOENIG Appointed: 2023, Occupation: Associate Head Of Law

HANNAH LOUISE FOUNTAIN Appointed: 2020, Occupation: Barrister

LORD WILLIAM STEPHEN GOULDEN BACH Appointed: 2023, Occupation: Retired

MARY ELIZABETH COLLIER Appointed: 2022, Occupation: Financial Inclusion Manager

RAJ GILL-HARRISON Appointed: 2022, Occupation: Founder/Coach/Consultant

REBECCA JANE NIXON Appointed: 2021, Occupation: Management Consultant

MR JIM MUNTON Appointed: 2008, Occupation: Company Secretary

Legal constitution

Charitable company registered in England & Wales on 28/06/2001, number: 1087214
Registered at Companies House on 25/10/2000, number: 04096574

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment 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
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; AR18: 9 days late, AR15: 2 days late, AR14: 24 days late, AR10: 31 days late, AR09: 31 days late, AR07: 66 days late, AR06: 14 days late, AR05: 15 days late, AR04: 1 days late,

Main office

Epic House
1 Lower Hill Street
LEICESTER
LE1 3SH

Objectives

TO RELIEVE POVERTY BY:3.1 ENABLING INDIVIDUAL DEBTORS TO MANAGE OR OVERCOME THEIR FINANCIAL PROBLEMS AND AS A CONSEQUENCE SUSTAIN THEIR ECONOMIC PROSPERITY, THROUGH THE PROVISION OF AN INDEPENDENT MONEY ADVICE AND SUPPORT SERVICE3.2 TO ENCOURAGE CLOSE LIAISON WITH AGENCIES FOR THE EXPANSION OF MONEY ADVICE3.3 PROMOTING THE DEVELOPMENT OF MONEY ADVICE WORK THROUGH THE PROVISION OF CONSULTANCY, SUPPORT, TRAINING, CASE WORK AND INFORMATION3.4 INFLUENCING AND ENCOURAGE SOCIAL POLICY MAKERS AND SERVICE PROVIDERS TO MORE ADEQUATELY PROTECT THOSE IN DEBT AND THEIR FAMILIES

Defined Area of Benefit:

NOT DEFINED

Data Sources