Finance Score: 4

Governance Score: 6

Support Score: 8

Good reserves management: +3
Reasonable growth: +1

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

Grant maker support: +8

Overall GiG Score: 18

HALTON CITIZENS ADVICE BUREAU

Halton Citizens Advice Bureau service provides free, independent, confidential and impartial advice to everyone on their rights and responsibilities. It values diversity, promotes equality and challenges discrimination.The service aims: * To provide the advice people need for the problems they face * To improve the policies and practices that affect people's lives.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been reasonable growth in spending over the last 3 years relative to the previous period
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 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		£1,204	£1,199	£5	£0	£887	£681	6.8	36	40
31/03/22		£1,212	£1,235	£-24	£0	£882	£623	6.1	34	33
31/03/21		£1,088	£882	£206	£0	£905	£528	7.2	33	6
31/03/20		£879	£815	£64	£0	£699	£449	6.6	33	30
31/03/19		£883	£852	£32	£0	£635	£411	5.8	33	59
31/03/18		£889	£836	£53	£9	£604	£381	5.5	33	0
31/03/17		£753	£676	£77	£1	£551	£335	6	29	0
31/03/16		£668	£612	£56	£4	£474	£261	5.1	24	0
31/03/15		£705	£699	£6	£9	£418	£202	3.5	23	0
31/03/14		£665	£644	£21	£9	£411	£222	4.1	22	0
31/03/13		£587	£719	£-133	£9	£390	£239	4	22	0
31/03/12		£743	£752	£-8	£9	£523	£317	5.1	28	0
31/03/11		£918	£889	£29	£9	£531	£376	5.1	34	0
31/03/10		£870	£781	£89	£11	£503	£356	5.5	26	0
31/03/09		£383	£353	£30	£0	£0	£0	n/a	0	0
31/03/08	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	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: 13%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 77%
Reserves/Spending: 6.8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 6.8

Asset Split ?

Established: 17 years
(19 years as a company)

www.haltoncab.org.uk

advice@citizensadvicehalton.org.uk

01512572443

Charity Commission for England and Wales

Tweets

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information

Where it operates

Halton,

Who it helps

The General Public/Mankind

Who works here?

36 employees
40 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	£241,000
DCMS	£50,412
Access to Justice Foundation	£21,016
National Lottery Community Fund	£9,232

Specific Donations

Amount	When Months	To be used for
Community Foundations for Lancashire & Merseyside - Tackling poverty through Information & Advice
£5,000	08/06/2022	To grow the size of the CA volunteer advice team. The grant would give capacity to recruit and train up between 10-15 new volunteers.
Henry Smith Charity - Grant to Citizens Advice Halton
£120,000	07/04/2022 36	towards three years' salary of a Family Support Adviser providing advice, advocacy and support for parents/kinship carers with children, who have been negatively impacted by the COVID-19 pandemic, in ....more towards three years' salary of a Family Support Adviser providing advice, advocacy and support for parents/kinship carers with children, who have been negatively impacted by the COVID-19 pandemic, in Cheshire.
Henry Smith Charity - Grant to Citizens Advice Halton
£121,000	08/12/2020 36	towards three years' running costs of the 'Family Support Service' project providing welfare and benefits support and advocacy to families in Halton.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£21,016	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
DCMS - Coronavirus Community Support Fund
£50,412	11/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - Volunteer Training and Development
£9,232	03/04/2020 11	The group will use the funding to help support the delivery of their volunteer training programme by purchasing laptops and paying volunteer expenses. This aims to help with the recruitment of ....more The group will use the funding to help support the delivery of their volunteer training programme by purchasing laptops and paying volunteer expenses. This aims to help with the recruitment of further volunteers to support their community advice service.
National Lottery Community Fund - Halton Advice Lighthouse
£347,963	19/04/2013 36	The aim of this new project will see Halton Citizens Advice Bureau (Halton CAB) as the lead of a four partnership organisation deliver a new integrated one stop shop model and introduce a weekly ....more The aim of this new project will see Halton Citizens Advice Bureau (Halton CAB) as the lead of a four partnership organisation deliver a new integrated one stop shop model and introduce a weekly evening telephone advice service to improve the lives of those seeking advice in Halton. People will be able to get the right advice, from the right source at the right time.

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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: 38-70

CARL MBA Appointed: 2023, Occupation: Financial Planner

CLAIRE PENTIN Appointed: 2023, Occupation: Children’S Service Manager

ISABELLE SHANKAR Appointed: 2023, Occupation: Hr Consultant

LISA DRISCOLL Appointed: 2023, Occupation: Consumer Regulation Advisor

ANTHONY GIBBS Appointed: 2016, Occupation: General Manager

GEOFFREY MICHAEL HAWKER Appointed: 2020, Occupation: Civil Servant

JOHN JOSPEH DOYLE Appointed: 2020, Occupation: Accountant

PETER LLOYD-JONES Appointed: 2014, Occupation: Retired

PETER LUNIO Appointed: 2018, Occupation: Retired

ROBERT MACKENZIE (Chair) Appointed: 2012, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 09/03/2007, number: 1118300
Registered at Companies House on 28/01/2005, number: 05346702

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
Investing charity funds policy and procedures
Investment
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
Trustee expenses policy and procedures
Volunteer management

Filing Record

16 returns made; AR08: 26 days late,

Main office

Citizens Advice Bureau
Unit 3
Old Co-Op Building
Lugsdale Road
WIDNES
Cheshire

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 HALTON AND SURROUNDING AREAS.

Defined Area of Benefit:

HALTON AND SURROUNDING AREAS

Data Sources