Finance Score: 5

Governance Score: 9

Support Score: 7

Good reserves management: +3
Strong growth: +2

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

Grant maker support: +7

Overall GiG Score: 21

WIRRAL CITIZENS ADVICE BUREAU LIMITED

Offering free independent advice to residents of Wirral and environs on issues relating to debt, welfare benefits, housing, mild to moderate mental health,consumer, family matters etc.

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 well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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	£2,472	£2,465	£7	£0	£655	£655	3.2	90	42
31/03/22	£2,164	£2,080	£83	£0	£647	£647	3.7	80	47
31/03/21	£2,155	£2,080	£76	£0	£564	£564	3.3	71	75
31/03/20	£1,597	£1,584	£13	£0	£488	£488	3.7	65	85
31/03/19	£1,445	£1,353	£92	£0	£475	£473	4.2	47	84
31/03/18	£1,263	£1,168	£96	£0	£383	£378	3.9	44	0
31/03/17	£994	£973	£21	£0	£287	£282	3.5	34	0
31/03/16	£1,153	£1,077	£76	£0	£267	£262	2.9	34	0
31/03/15	£1,328	£1,282	£46	£4	£247	£242	2.3	31	0
31/03/14	£1,211	£1,244	£-34	£4	£201	£196	1.9	30	0
31/03/13	£1,312	£1,445	£-133	£1,445	£234	£230	1.9	30	0
31/03/12	£1,667	£1,672	£-5	£1,672	£368	£366	2.6	47	0
31/03/11	£1,597	£1,595	£3	£6	£373	£368	2.8	46	0
31/03/10	£1,543	£1,531	£11	£6	£371	£361	2.8	43	0
31/03/09	£1,288	£1,285	£3	£4	£359	£359	3.4	39	0
31/03/08	£1,193	£1,118	£75	£12	£367	£354	3.8	35	0
31/03/07	£1,222	£1,179	£44	£11	£281	£276	2.8	37	0
31/03/06	£719	£767	£-47	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 30%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3

Asset Split ?

Established: 19 years

www.citizensadvicewirral.org.uk

contact@citizensadvicewirral.org.uk

0151 257 5454

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
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
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

90 employees
42 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

Henry Smith Charity	£175,600
Community Foundations for Lancashire & Merseyside	£40,554
Department of Health	£39,472

Specific Donations

Amount	When Months	To be used for
Community Foundations for Lancashire & Merseyside - Beechwood, Ballantyne and Bidston Village Advice project
£40,554	04/05/2022	The funding will be used to provide debt, finance and quality advice service.
Henry Smith Charity - Grant to Citizens Advice Wirral
£175,600	10/06/2020 36	towards three years' salary of a Welfare Caseworker, a Debt Caseworker and an Administrator for a project providing benefits and debt advice to people in Wallasey
Department of Health - Citizens Advice Wirral
£39,472	28/04/2020	Competitive Grants Scheme on Social PrescribingNeed review after Q2 for COVID19 impactBAU Yr 3 of 3 - £ 925,000Chnaged to Section 70 for 20/21 was previously Section 64
Department of Health - Health and Wellbeing - Social Prescribing Fund -Citizens Advice Wirral
£96,643	01/04/2019	An intervention through which people are supported to access non-medical services in the community.
Department of Health - Health and Wellbeing - Social Prescribing Fund -Citizens Advice Wirral
£191,246	01/04/2018	An intervention through which people are supported to access non-medical services in the community.
National Lottery Community Fund - Wirral Advice Alliance
£322,411	19/04/2013 36	The aim of this new project is to bring together the principal advice providers and community groups in Wirral with Wirrall Advice Alliance (WAA) acting as lead. Working to improve access to advice ....more The aim of this new project is to bring together the principal advice providers and community groups in Wirral with Wirrall Advice Alliance (WAA) acting as lead. Working to improve access to advice services, it will build upon the work of statutory/voluntary/private sector advice providers in the most disadvantaged areas. It will focus on improve partnership infrastructure, client referral mechanism, raining for front line staff/volunteers and development of a direct advice consultancy.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 26-73

IJE MCDOUGALL Appointed: 2022, Occupation: Hr Expert Adviser

JANET ANN HUNTER Appointed: 2022, Occupation: Finance Director

JOHN ANTHONY SULLIVAN Appointed: 2023, Occupation: Retired

KARA CATHERINE JOYNSON Appointed: 2022, Occupation: Projects & Development Manager

LUCY ANN MELKOWSKI Appointed: 2022, Occupation: Research & Policy Advisor

MOLLIE FOSTER Appointed: 2022, Occupation: Head Of Advice & Wellbeing

ANTONY ELLIS Appointed: 2015, Occupation: Communications Manager

JOHN ROWSON (Chair) Appointed: 2016, Occupation: Retired

KARL GREANEY Appointed: 2017, Occupation: Retired, Other trusteeship: WIRRAL DEVELOPMENT TRUST LIMITED,

MAUREEN MURPHY Appointed: 2019, Occupation: Pr Consultant

Legal constitution

Charitable company registered in England & Wales on 20/04/2005, number: 1109156
Registered at Companies House on 29/12/2004, number: 05322034

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
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
Volunteer management

Filing Record

18 returns made; all on time

Main office

Wirral Citizens Advice Bureau
Haymarket Court
Hinson Street
BIRKENHEAD
Merseyside
CH41 5BX

Objectives

THE CHARITY’S OBJECTS ARE SPECIFICALLY: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 WIRRAL AND SURROUNDING AREAS.

Defined Area of Benefit:

AREA OF WIRRAL (THE PRINCIPAL AREA OF BENEFIT) AND ELSEWHERE IN CHESHIRE; CUMBRIA; GREATER MANCHESTER; LANCASHIRE; MERSEYSIDE

Data Sources