Finance Score: 7

Governance Score: 6

Support Score: 8

Strong growth: +2
Future income +5

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +8

Overall GiG Score: 21

CITIZENS ADVICE NORTH EAST DERBYSHIRE

Provision of free, independent, confidential, impartial advice to the residents of N E Derbyshire & Bolsover Districts

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years, despite a decline more recently
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of 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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/24		£770	£694	£77	£0	£302	£302	5.2	22	23
31/03/23		£661	£639	£22	£0	£226	£226	4.2	21	22
31/03/22		£716	£661	£55	£0	£204	£202	3.7	23	22
31/03/21		£780	£771	£9	£0	£148	£141	2.2	23	20
31/03/20?		£654	£733	£-79	£0	£168	£146	2.4	26	24
31/03/18		£581	£610	£-29	£0	£238	£203	4	21	0
31/03/17		£640	£650	£-9	£0	£267	£218	4	22	0
31/03/16		£694	£693	£1	£0	£276	£217	3.8	24	0
31/03/15		£723	£706	£17	£3	£275	£200	3.4	25	0
31/03/14		£665	£678	£-14	£3	£259	£232	4.1	25	0
31/03/13		£786	£811	£-26	£3	£273	£214	3.2	27	0
31/03/12		£784	£792	£-8	£3	£298	£211	3.2	27	0
31/03/11		£811	£748	£63	£3	£306	£246	4	28	0
31/03/10		£806	£659	£147	£3	£243	£146	2.7	23	0
31/03/09?	*	£213	£281	£-68	n/a	n/a	n/a	n/a	n/a	n/a
30/09/08		£584	£509	£76	£4	£164	£77	1.8	20	0
30/09/07	*	£454	£451	£3	n/a	n/a	n/a	n/a	n/a	n/a

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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: 22%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.2 months
Net Current Assets/Spending: 5 months
Quick Ratio: 4.3

Asset Split ?

Balance Sheet History

Established: 18 years

www.nedcab.org.uk

mail@nedcab.org.uk

01246868840

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information

Where it operates

Derbyshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
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

Access to Justice Foundation	£424,493
Postcode Places Trust	£23,624
The Coalfields Regeneration Trust	£5,000

Specific Donations

Amount	When Months	To be used for
Access to Justice Foundation - Improving Lives Through Advice Grant
£424,493	01/05/2024	The Improving Lives Through Advice programme is made possible by a £30 million grant from The National Lottery Community Fund, thanks to National Lottery players. Working in partnership with the largest community funder in the UK, the Improving ....more The Improving Lives Through Advice programme is made possible by a £30 million grant from The National Lottery Community Fund, thanks to National Lottery players. Working in partnership with the largest community funder in the UK, the Improving Lives Through Advice programme will ensure continued access to specialist social welfare legal advice to some of the most marginalised communities in England. This funding programme aims to transform lives, address systemic issues, and empower individuals, families, and communities in need by funding organisations working at the frontline. The programme will also fund organisations embedded within communities, recognising the role they often play in providing inclusive, trusted spaces supporting individuals, families, and communities to access advice services when they need it most.
The Coalfields Regeneration Trust - Citizens Advice North East Derbyshire
£5,000	07/06/2023	The funding is for the provision of a telephone advice service including external signposting to foodbanks and to internal services like debt advice services.
Postcode Places Trust - Project Funding
£23,624	01/05/2023	Funding faciliated extra advisers to answer more calls and emails to help people get the advice they need.
National Lottery Community Fund - Long Term Conditions Support & Advocacy
£251,631	21/08/2014 36	Not Available

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 50-79

BRIAN PAGET Appointed: 2024, Occupation: Retired

CATHERINE THOMAS-HUMPHREYS Appointed: 2023, Occupation: Financial Coach

COLETTE BALDWIN Appointed: 2024, Occupation: Regulation And Policy Manager

FRANK BACON Appointed: 2012, Occupation: Retired

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

KATHRYN MARIE SALT Appointed: 2021, Occupation: Teacher And Volunteer

MICHAEL GEORGE RENDER Appointed: 2022, Occupation: Retired

THOMAS GEORGE JOHNSTONE Appointed: 2022, Occupation: Retired

TRACY ALLEN Appointed: 2024, Occupation: Nhs Chief Executive

Legal constitution

Charitable company registered in England & Wales on 02/03/2007, number: 1118194
Registered at Companies House on 13/09/2006, number: 05933725

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

17 returns made; AR09: 165 days late, AR07: 6 days late,

Main office

Coney Green Business Centre
Wingfield View
Clay Cross
Clay Cross
S45 9JW

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 the local authority districts of North East Derbyshire and Bolsover.

Defined Area of Benefit:

NORTH EAST DERBYSHIRE

Data Sources

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