Finance Score: 5

Governance Score: 2

Support Score: 9

Good reserves management: +3
Strong growth: +2

Dynamic board: +3
Mainly male board: -1

Grant maker support: +9

Overall GiG Score: 16

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
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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		£2,327	£2,169	£159	£0	£1,008	£769	4.3	73	38
31/03/22		£1,995	£1,874	£121	£0	£849	£713	4.6	62	32
31/03/21		£1,879	£1,648	£231	£0	£727	£436	3.2	63	140
31/03/20		£1,420	£1,374	£45	£0	£497	£436	3.8	52	140
31/03/19		£1,226	£1,078	£147	£0	£452	£445	5	50	140
31/03/18	*	£850	£869	£-19	£0	£305	£297	4.1	32	0
31/03/17		£507	£493	£13	£0	£324	£310	7.5	21	0
31/03/16		£488	£417	£71	£0	£0	£0	n/a	0	0
31/03/15		£325	£329	£-4	£0	£0	£0	n/a	0	0
31/03/14	*	£284	£320	£-36	£0	£0	£0	n/a	0	0
31/03/13		£321	£301	£20	£0	£0	£0	n/a	0	0
31/03/12		£348	£300	£49	£0	£0	£0	n/a	0	0
31/03/11		£296	£298	£-2	£0	£0	£0	n/a	0	0
31/03/10	*	£374	£319	£55	£0	£0	£0	n/a	0	0
31/03/09		£334	£270	£64	£0	£0	£0	n/a	0	0
31/03/08		£281	£243	£38	£0	£0	£0	n/a	0	0
31/03/07		£228	£204	£24	£0	£0	£0	n/a	0	0
31/03/06	*	£149	£174	£-25	£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: 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 ?

Established: 19 years

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

admin@citizensadvicemidmercia.org.uk

012830210108

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Derbyshire, Staffordshire,

Who it helps

The General Public/Mankind

Who works here?

73 employees
38 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	£265,981
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 ....more 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 help to link the organisations to dozens of local charities and groups for a faster referral process and improved follow ups.
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 ....more 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. The project will work with clients to reach crisis solution and aims to improve quality of life and general wellbeing.
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 ....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.
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 ....more 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 through a range of activities such as information giving, improving understanding of the scheme, provision of technology and direct assistance. It is essential that the support provided via the grants scheme leads to applications submitted to the Home Office. The grant scheme will ensure that the necessary support is available across the UK so that everyone who qualifies for the Scheme can complete the application process by 30 June 2021 and continuing support is available beyond this date.
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

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-76

ANNE ARMSTRONG Appointed: 2021, Occupation: Retired

IAN GAVIN BLACKETT Appointed: 2023, Occupation: Ifors Secretary

CLLR JAMES NEIL HEWLETT, Occupation: Parttime Interviewer

CHRISTOPHER JOHN SMITH Appointed: 2015, Occupation: Retired

GRAEME JOHN ROYALL Appointed: 2013, Occupation: Student

JAMES ENNIS BOSWORTH Appointed: 2018, Occupation: Retired

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, Other trusteeships: THE MOIRA FURNACE MUSEUM TRUST LIMITED, FRIENDS OF THE ODA (OAKTHORPE, DONISTHORPE AND ACRESFORD) MEMORIAL GARDENS,

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