Finance Score: 0

Governance Score: 6

Support Score: 3

Low unrestricted reserves: -2
Strong growth: +2

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 9

SOUTH HAMS CITIZENS ADVICE BUREAU

Citizens Advice South Hams is a registered charity and offers FREE, CONFIDENTIAL, INDEPENDENT and IMPARTIAL advice on a wide range of issues, including: Benefits: Consumer: Debts: Employment and Housing.

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

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Established: 22 years

www.southhamscab.org.uk

admin@southhamscab.org.uk

01803869230

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		£548	£529	£19	£0	£205	£107	2.4	21	60
31/03/22		£412	£424	£-12	n/a	n/a	n/a	n/a	n/a	52
31/03/21		£430	£361	£69	n/a	n/a	n/a	n/a	n/a	62
31/03/20		£351	£299	£52	n/a	n/a	n/a	n/a	n/a	61
31/03/19	*	£210	£211	£-1	n/a	n/a	n/a	n/a	n/a	60
31/03/18		£208	£216	£-8	£0	£0	£0	n/a	0	0
31/03/17		£216	£200	£16	£0	£0	£0	n/a	0	0
31/03/16		£228	£263	£-35	£0	£0	£0	n/a	0	0
31/03/15		£312	£275	£37	£0	£0	£0	n/a	0	0
31/03/14		£264	£250	£14	£0	£0	£0	n/a	0	0
31/03/13		£241	£316	£-75	£0	£0	£0	n/a	0	0
31/03/12		£348	£305	£43	£0	£0	£0	n/a	0	0
31/03/11		£289	£289	£0	£0	£0	£0	n/a	0	0
31/03/10		£290	£278	£12	£0	£0	£0	n/a	0	0
31/03/09		£245	£241	£4	£0	£0	£0	n/a	0	0
31/03/08		£253	£246	£6	£0	£0	£0	n/a	0	0
31/03/07		£237	£243	£-6	£0	£0	£0	n/a	0	0
31/03/06		£233	£225	£8	£0	£0	£0	n/a	0	0
31/03/05		£229	£240	£-11	£0	£0	£0	n/a	0	0
31/03/04		£245	£229	£16	£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: 40%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 52%
Reserves/Spending: 2.4 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.5

Asset Split ?

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information

Where it operates

Devon,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

21 employees
60 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
Devon Community Foundation - Grant to South Hams Citizens Advice Bureau
£4,800	28/03/2023	Redecorate their staff room and provide access to a wellbeing practitioner.
Devon Community Foundation - COVID19 South Hams CA action to
£1,000	23/04/2020	Grant to South Hams Citizens Advice Bureau
National Lottery Community Fund - Volunteer Training & Service Innovation
£10,000	28/02/2020 9	The funding will be used to recruit and train new volunteer advisers and carry out research to build capacity for their organisation proving advice and information services for the community.
National Lottery Community Fund - Maximising the impact of volunteers
£9,984	02/11/2018 12	The funding will be used to hire training staff for the organisation. The project aims to increase the effectiveness and capacity of volunteers.
Co-Operative Group - Grant to South Hams Citizens Advice Bureau
£2,703	29/11/2017	Help us provide advice, information and emergency support to local people, enabling them to improve their lives and well-being.
National Lottery Community Fund - Volunteer training and support
£9,940	06/09/2017 12	The funding will be used to run a programme of volunteer training that will improve the way in which this organisation supports vulnerable members of this rural community.
National Lottery Community Fund - SOUTH HAMS MENTAL HEALTH PROJECT
£9,992	28/06/2017 12	This group will use the funding to conduct research, which will provide information about mental health provision that is needed in the local area. This will ultimately lead to improved opportunities ....more This group will use the funding to conduct research, which will provide information about mental health provision that is needed in the local area. This will ultimately lead to improved opportunities for adults who are living with mental health problems.
Devon Community Foundation - They did not teach us this at school!
£4,850	21/03/2017 11	to recruit and train young people to become CAB volunteers, enabling them to develop life skills and employability whilst supporting others
National Lottery Community Fund - South Hams Rural Advice Partnership
£243,053	25/04/2013 24	The aim of this new project is to create a district-wide partnership of the main advice providers in the South Hams area. The partnership will improve the quality and access to support about finance, ....more The aim of this new project is to create a district-wide partnership of the main advice providers in the South Hams area. The partnership will improve the quality and access to support about finance, debt, benefits, employment, housing and legal issues through a more coordinated approach to better meet the needs of beneficiaries. It will particularly benefit people in isolated areas, older people and people with multiple issues and in receipt of benefits who may not have easy access to advice and support.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-77

CHRISTOPHER MOTTRAM Appointed: 2013, Occupation: Retired

CHRISTOPHER PEACH Appointed: 2019, Occupation: Retired

DAVID SPRENT Appointed: 2018, Occupation: Trustee

DOUGLAS JOHN COLLIVER Appointed: 2023, Occupation: Retired

DR KATIE PORKESS Appointed: 2017, Occupation: Organisational Psychologist

LOUISE PILKINGTON Appointed: 2023, Occupation: Retired

PENNY ELGHADY Appointed: 2018, Occupation: Consultant, Other trusteeship: South Hams Community Action,

TAMARA EARLEY Appointed: 2023, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 15/03/2002, number: 1091133
Registered at Companies House on 09/01/2002, number: 04349641

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
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; AR19: 4 days late,

Recent reorganisation events:

Asset transfer in from DARTMOUTH HOMELESS TRUST on 10/10/2020

Main office

Citizens Advice
FOLLATON HOUSE
PLYMOUTH ROAD
TOTNES
TQ9 5NE

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN SOUTH HAMS SUBSTANTIALLY BUT NOT EXCLUSIVELY (THE AREA OF BENEFIT) BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

SOUTH HAMS SUBSTANTIALLY BUT NOT EXCLUSIVELY

Data Sources