Finance Score: 3
Governance Score: 9
Support Score: 7
  • Good reserves management: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +7
Overall GiG Score: 19 ?

CITIZENS ADVICE ALLERDALE 

Citizens Advice Allerdale helps people resolve their legal, money and other problems by providing free, independent and confidential advice, and by influencing policymakers.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • 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 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£612£560£52£0£298£2735.81918
31/03/22£574£522£52£0£246£2435.62226
31/03/21£548£528£21£0£194£1894.32522
31/03/20£502£493£8£0£173£1684.12535
31/03/19£482£474£7n/an/an/an/an/a35
31/03/18£440£477£-38£0£0£0n/a00
31/03/17£506£522£-16£0£195£1954.5300
31/03/16£613£584£30£0£211£2114.3300
31/03/15£496£454£42£0£0£0n/a00
31/03/14£428£411£17£0£0£0n/a00
31/03/13£386£387£-1£0£0£0n/a00
31/03/12£402£414£-12£0£0£0n/a00
31/03/11£495£525£-30£0£0£0n/a00
31/03/10£515£493£23£2£166£1664170
31/03/09£438£433£5£0£0£0n/a00
31/03/08£445£425£20£0£0£0n/a00
31/03/07£353£378£-26£0£0£0n/a00
31/03/06£338£351£-13£0£0£0n/a00
31/03/05£355£355£0£0£0£0n/a00
31/03/04£442£288£154£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 15%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 5.8 months
Net Current Assets/Spending: 6 months
Quick Ratio: 5.6
Asset Split ?
Established: 21 years

www.citizensadviceallerdale.org.uk

allerdale@cabnet.org.uk

07884425411

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Advice organisations
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Cumbria,
Who it helps
  • The General Public/Mankind
Who works here?
  • 19 employees
  • 18 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
Cumbria Community Foundation£50,949
Access to Justice Foundation£39,672
National Lottery Community Fund£30,000
DCMS£10,000
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Core services; Volunteer Recruitment & Training
£10,000 24/02/2023
The funding will enable the organisation to meet the increased demand for its services with the cost of living crisis. This will ensure people can continue to access free independent advice and ....more
Access to Justice Foundation - Community Justice Fund Wave Three
£14,672 22/11/2022
Wave three of the Community Justice Fund aims to support organisations delivering social welfare advice services to people most impacted by the cost-of-living crisis.
Cumbria Community Foundation - Hospital discharge Advice project.
£18,000 22/12/2021
Hospital Discharge Advice project
Cumbria Community Foundation - Over 55's welfare benefits project
£6,000 29/09/2021
Over 55's welfare benefits project
National Lottery Community Fund - Core services
£10,000 06/08/2021
The funding will enable the organisation to meet the increased demand for its services following the Covid-19 pandemic. This will ensure the most vulnerable community members can access free ....more
Cumbria Community Foundation - Wigton advice services
£6,000 09/06/2021
Wigton advice services
Masonic Trust - MCF Matched Funding
£417 29/01/2021
Unrestricted matched funding in partnership with the local masonic province
DCMS - VSCE CMC Fund
£10,000 26/08/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£25,000 19/08/2020
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
National Lottery Community Fund - Citizens Advice Allerdale Covid-19 response project
£10,000 22/05/2020
9
The funding will provide advice and support via telephone web chat and email during the COVID-19 pandemic as well as still opening the office for the most vulnerable community members who are unable ....more
Cumbria Community Foundation - Five laptops
£2,949 13/05/2020
11
Five laptops
Cumbria Community Foundation - Staff costs and volunteer expenses
£10,000 22/04/2020
4
Staff costs and volunteer expenses
Cumbria Community Foundation - Solway Plains Outreach Services
£3,000 05/12/2019
Solway Plains Outreach Services
Cumbria Community Foundation - Apprentice wages and support
£5,000 20/09/2019
Apprentice wages and support
Cumbria Community Foundation - Volunteer recruitment, training and support project 2019
£7,500 21/03/2019
Volunteer recruitment, training and support project 2019
Cumbria Community Foundation - Rural Energy Project
£5,000 19/12/2018
Rural Energy Project
Cumbria Community Foundation - Older people's benefits project
£3,000 20/09/2018
Older people's benefits project
National Lottery Community Fund - Advice Across Allerdale (AAA)
£349,975 19/04/2013
24
The aim of this project is to use a partnership framework to develop new ways of working collaboratively across the Allerdale area. The project will be delivered in two strands a) early intervention ....more
Lloyds Bank Foundation - Grant to Citizens Advice Allerdale
£20,000 28/02/2013
to provide additional support arround budgeting to clients by the ecruitment & training of volunteers
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 46-77
Legal constitution
  • Charitable company registered in England & Wales on 29/04/2003, number: 1097260
  • Registered at Companies House on 24/01/2003, number: 04646727
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • 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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; all on time
Main office

CITIZENS ADVICE ALLERDALE
TOWN HALL
OXFORD STREET
WORKINGTON
CA14 2RS

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN ALLERDALE DISTRICT AND SURROUNDING AREAS (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:

THE COMMUNITY IN ALLERDALE DISTRICT AND SURROUNDING AREAS

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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