Finance Score: 0

Governance Score: 9

Support Score: 6

Strong growth: +2
Deficit latest year: -2

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

Grant maker support: +6

Overall GiG Score: 15

ROTHERHAM & DISTRICT CITIZENS ADVICE BUREAU

Citizens Advice Rotherham and District provides legal advice in any area of social law to the community of Rotherham to ensure its citizens do not suffer through a lack of knowledge of their rights and responsibilities. We actively work in support of raising issues of social injustice to enable improvements in social justice for all.

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:

Income was lower than spending in the latest year

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	£1,139	£1,374	£-235	£0	£499	£467	4.1	38	15
31/03/22	£1,294	£1,159	£135	£0	£734	£440	4.6	37	29
31/03/21	£1,391	£984	£406	£0	£599	£412	5	33	26
31/03/20	£804	£731	£73	£0	£193	£191	3.1	28	31
31/03/19	£682	£628	£54	£0	£120	£112	2.1	23	50
31/03/18	£572	£589	£-17	£0	£66	£62	1.3	22	0
31/03/17	£554	£603	£-49	£0	£83	£83	1.6	21	0
31/03/16	£586	£607	£-21	£2	£131	£126	2.5	26	0
31/03/15	£624	£633	£-9	£3	£152	£145	2.7	23	0
31/03/14	£578	£606	£-28	£3	£161	£149	3	19	0
31/03/13	£578	£530	£48	£3	£190	£189	4.3	18	0
31/03/12	£668	£598	£70	£3	£190	£172	3.4	21	0
31/03/11	£810	£726	£84	£3	£172	£183	3	24	0
31/03/10	£723	£660	£63	£2	£88	£103	1.9	25	0
31/03/09	£412	£429	£-17	£0	£0	£0	n/a	0	0
31/03/08	£448	£435	£14	£0	£0	£0	n/a	0	0
31/03/07	£323	£304	£19	£0	£0	£0	n/a	0	0
31/03/06	£305	£291	£14	£0	£0	£0	n/a	0	0
31/03/05	£219	£236	£-17	£0	£0	£0	n/a	0	0
31/03/04	£211	£293	£-82	£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: 14%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 4.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 6.9

Asset Split ?

Established: 23 years

www.citizensadvicerotherham.org.uk

Duncan.gall@citizensadvicerotherham.org.uk

01709515680

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Barnsley, Doncaster, Rotherham, Sheffield City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

38 employees
15 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 Community Fund	£163,526
Barrow Cadbury Trust	£20,000
DCMS	£9,550

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - More Than Just Food
£153,526	24/03/2023	The project will use the funding over two years to deliver support for disadvantaged people experiencing food poverty. This includes providing advice and working with local community organisations to ....more The project will use the funding over two years to deliver support for disadvantaged people experiencing food poverty. This includes providing advice and working with local community organisations to improve information and support delivery with the aim of reducing isolation and improving health and wellbeing.
National Lottery Community Fund - Homeless Advice Service
£10,000	05/08/2022	The funding will be used to provide advice and information to homeless clients along with understanding the needs of the homeless community. The project aims to support homeless people access advice ....more The funding will be used to provide advice and information to homeless clients along with understanding the needs of the homeless community. The project aims to support homeless people access advice as well as helping the organisation collect information in order to improve their services.
Barrow Cadbury Trust - COVID-19 - Rotherham & District Citizens Advice
£20,000	30/09/2020 6	To recruit a full time Advisor for 6 months to provide advice and support to vulnerable migrants over the phone and via video call.
DCMS - Coronavirus Community Support Fund
£9,550	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."
National Lottery Community Fund - Maltby Outreach Service
£9,900	18/10/2018 12	The group will provide an outreach advice service for residents in a deprived rural area. This will improve access to a variety of welfare services.
National Lottery Community Fund - Transforming Access to Advice and Information in Rotherham
£10,000	08/03/2017 12	This project is the implementation of a new network system and website, for partners and service users of the citizens advice bureau.
National Lottery Community Fund - Advice in Rotherham - The Next Generation
£337,452	19/04/2013 24	Project: This new project will develop a partnership under the Advice Plus one programme to create a comprehensive and efficient local advice resource, and will in particular provide access to ....more Project: This new project will develop a partnership under the Advice Plus one programme to create a comprehensive and efficient local advice resource, and will in particular provide access to services for hard to reach groups, including local young people. The partnership will comprise Rotherham Citizens Advice Bureau, Age UK Rotherham, Kiverton Park Independent Advice Centre (KPAIC), South Yorkshire Centre for Inclusive Living (SYCIL) and Rotherham MBC Advocacy and Appeals/Macmillan welfare rights team.
Lloyds Bank Foundation - Grant to CAB - Rotherham and District
£35,000	24/11/2011	the salary and on-costs of the Gateway Assessor

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-68

EMMA LOUISE KAYE Appointed: 2024, Occupation: Vulnerable Customer Lead

PROF GRAHAM RICHARD HILL Appointed: 2022, Occupation: University Director

RYAN COLEFLAX Appointed: 2022, Occupation: Student Rights Coordinator

DR NICHOLAS ANTHONY KITCHEN Appointed: 2015, Occupation: Retired

ELEANOR DEARLE Appointed: 2017, Occupation: External Funding Officer

CELIA CASHMAN (Chair) Appointed: 2021, Occupation: Retired/Housing Association Board Member, Other trusteeship: SHEFFIELD JAZZ,

Legal constitution

Charitable company registered in England & Wales on 08/11/2001, number: 1089261
Registered at Companies House on 24/08/2001, number: 04276910

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

Citizens Advice Rotherham
27 Howard Street
ROTHERHAM
South Yorkshire
S65 1JQ

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 Rotherham and surrounding areas.

Defined Area of Benefit:

ROTHERHAM METROPOLITAN BOROUGH

Data Sources