Finance Score: 5
Governance Score: 3
Support Score: 9
  • Good reserves management: +3
  • Strong growth: +2
  • Dynamic board: +3
  • Overall weighted support: +9
Overall GiG Score: 17 ?

CITIZENS ADVICE MID MERCIA

To provide free, confidential, impartial and independent advice and information for the benefit of the local community, to exercise a responsible influence on the development of social policies and services and to ensure individuals do not suffer through a lack of knowledge or an inability to express their needs effectively.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 years
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be dynamic in terms of composition

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£2,327£2,169£159£0£1,008£7694.37338
31/03/22£1,995£1,874£121£0£849£7134.66232
31/03/21£1,879£1,648£231£0£727£4363.263140
31/03/20£1,420£1,374£45£0£497£4363.852140
31/03/19£1,226£1,078£147£0£452£445550140
31/03/18*£850£869£-19£0£305£2974.1320
31/03/17£507£493£13£0£324£3107.5210
31/03/16£488£417£71n/an/an/an/an/an/a
31/03/15£325£329£-4n/an/an/an/an/an/a
31/03/14*£284£320£-36n/an/an/an/an/an/a
31/03/13£321£301£20n/an/an/an/an/an/a
31/03/12£348£300£49n/an/an/an/an/an/a
31/03/11£296£298£-2n/an/an/an/an/an/a
31/03/10*£374£319£55n/an/an/an/an/an/a
31/03/09£334£270£64n/an/an/an/an/an/a
31/03/08£281£243£38n/an/an/an/an/an/a
31/03/07£228£204£24n/an/an/an/an/an/a
31/03/06*£149£174£-25n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 24%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 4.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.5
Asset Split ?
Balance Sheet History
Established: 20 years

www.citizensadvice.org.uk/local/mid-mercia

admin@citizensadvicemidmercia.org.uk

012830210108

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Derbyshire, Staffordshire,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£256,135
Home Office£71,979
Access to Justice Foundation£69,314
The Clothworkers Foundation£4,476
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Tamworth East Staffordshire and Lichfield Advice Project
£237,093 26/01/2023
This funding is being used to support those facing increased challenges with the help of an electronic referral system which will co-ordinate and instantly join up local charities and groups across East Staffordshire Tamworth and Lichfield. It will ....more
National Lottery Community Fund - Foodbank Advice Project
£9,257 21/10/2022
The funding will be used to deliver practical face-to-face advice in partnership with local foodbanks. The service will include support on issues including debt management energy advice income maximisation and access to grants and welfare schemes. ....more
Access to Justice Foundation - Help Accessing Legal Support (HALS)
£69,314 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 welfare and family legal advice, to enable users ....more
National Lottery Community Fund - PodCamm
£9,785 21/05/2021
The funding will be used to install pods in local authority offices with easy to use video links providing the community with easy access to the advice and information services in a convenient place.
Home Office - EU Settlement Grant Scheme Funding
£71,979 01/04/2021
This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support beyond this date. This support could be provided ....more
The Clothworkers Foundation - Grant to South Derbyshire Citizens Advice Bureau
£4,476 26/06/2020
COVID19 : Purchase of IT equiptment for a charity that works with vulnerabe people in Derbyshire
National Lottery Community Fund - The Attract Project
£9,846 03/10/2019
12
The funding will be used to refurbish a community venue. The project aims to improve a space that matters to the local community.
National Lottery Community Fund - renovate to initiate great advice
£9,414 01/11/2017
12
This charity will refurbish and increase the seating area for their advice service, allowing more people to seek advice and help at an early stage in a welcoming environment.
Henry Smith Charity - Grant to South Derbyshire Citizens Advice Bureau
£93,000 12/03/2015
36
towards three years' running costs of 'DIG-IT', a project providing IT training to disadvantaged people in Derbyshire
National Lottery Community Fund - DIG-IT
£370,983 01/12/2014
60
Not Available
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split

Age Range of Trustees: 55-77
  • ANGELA MACKENZIE Appointed: 2024, Occupation: Retired
  • ANNE ARMSTRONG Appointed: 2021, Occupation: Retired
  • CLLR JAMES NEIL HEWLETT, Occupation: Parttime Interviewer
  • CHRISTOPHER JOHN SMITH Appointed: 2015, Occupation: Retired
  • GRAEME JOHN ROYALL Appointed: 2013, Occupation: Student
  • IAN GAVIN BLACKETT Appointed: 2023, Occupation: Ifors Secretary
  • JAMES ENNIS BOSWORTH Appointed: 2018, Occupation: Retired
  • JOHN HARRIS Appointed: 2024, Occupation: Financial Coach
  • JOHN MCKIERNAN Appointed: 2024, Occupation: Retired
  • JONATHAN DAVID LLOYD (Chair) Appointed: 2013, Occupation: Management Consultant
  • KENNETH ELDRET Appointed: 2019, Occupation: Retired
  • SUSAN MCKENDRICK Appointed: 2022, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 27/01/2005, number: 1107830
  • Registered at Companies House on 13/12/2004, number: 05311627
Gift Aid
  • NOT 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
  • 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
18 returns made; AR18: 1 days late, AR14: 21 days late, AR10: 26 days late, AR06: 4 days late,
Main office

114 CHURCH STREET
CHURCH GRESLEY
SWADLINCOTE
DERBYSHIRE
DE11 9NR

Objectives

THE CHARITY’S OBJECTS ARE 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 DERBY CITY, SOUTH DERBYSHIRE, EAST STAFFORDSHIRE, TAMWORTH AND SURROUNDING AREA.

Defined Area of Benefit:

THE COMMUNITY IN DERBY CITY, SOUTH DERBYSHIRE, EAST STAFFORDSHIRE, TAMWORTH AND SURROUNDING AREA.

Data Sources

Charity Commission for England and Wales
360 Giving

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