Finance Score: -1

Governance Score: 1

Support Score: 9

Positive trading contribution: +2;Strong growth: +2
Fundraising costs high: -5

Narrow trustee age band: -2
Dynamic board: +3

Grant maker support: +9

Overall GiG Score: 9

CITIZENS ADVICE BUCKINGHAMSHIRE LTD

To establish and provide and assist in the provision of Citizens Advice bureau services and outlets a free independent confidential and impartial service of advice information and counsel for the public in the fields of benefits debt employment housing relationships consumer immigration health education legal problemsTo influence policies where possible and lawfully seek to amend these.

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
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 has little diversity in terms of age

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

Established: 15 years

https://www.citizensadvicebucks.org.uk/

admin@cabucks.org.uk

01280816932

Charity Commission for England and Wales

Tweets

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		£1,494	£1,595	£-101	£9	£656	£636	4.8	55	102
31/03/22		£1,926	£1,487	£439	£0	£757	£704	5.7	55	82
31/03/21		£479	£408	£71	n/a	n/a	n/a	n/a	n/a	45
31/03/20		£374	£352	£22	n/a	n/a	n/a	n/a	n/a	52
31/03/19		£370	£339	£30	n/a	n/a	n/a	n/a	n/a	50
31/03/18		£321	£346	£-25	£0	£0	£0	n/a	0	0
31/03/17		£164	£170	£-6	£0	£0	£0	n/a	0	0
31/03/16		£201	£178	£24	£0	£0	£0	n/a	0	0
31/03/15		£208	£172	£36	£0	£0	£0	n/a	0	0
31/03/14		£204	£152	£52	£0	£0	£0	n/a	0	0
31/03/13		£184	£225	£-41	£0	£0	£0	n/a	0	0
31/03/12	*	£199	£187	£12	£0	£0	£0	n/a	0	0
31/03/11	*	£225	£206	£19	£0	£0	£0	n/a	0	0
31/03/10	*	£241	£216	£26	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 47.3%
Fundraising Costs/Total Spending: 0.5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 27%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 4.8 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.3

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Buckinghamshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

55 employees
102 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	£793,945
Rothschild Foundation	£105,000
Crowdfunder	£3,630

Specific Donations

Amount	When Months	To be used for
Rothschild Foundation - Grant to Citizens Advice Bucks
£30,000	25/09/2023	Funding will be spent on core costs, each client has their own unique combination of issues; our service costs vary significantly, for the most complex clients this can be >£250.
Crowdfunder - Local Action Fund
£3,630	18/04/2022	Covid response
National Lottery Community Fund - The Future of Advice Project
£284,231	18/03/2022	The project is using funding to continue and expand their Adviceline service and to design and develop digital services that will allow users to access self-help digitally whilst maintaining face to ....more The project is using funding to continue and expand their Adviceline service and to design and develop digital services that will allow users to access self-help digitally whilst maintaining face to face services to ensure nobody is excluded. The project helps improve mental health and wellbeing
Rothschild Foundation - Grant to Citizens Advice Bucks
£75,000	12/01/2022	Citizens Advice Bucks seek short-term funding for salary costs of their skilled debt advice team (including a Money Advice Manager and specialist debt case workers) ensuring the continuation of the ....more Citizens Advice Bucks seek short-term funding for salary costs of their skilled debt advice team (including a Money Advice Manager and specialist debt case workers) ensuring the continuation of the debt advice service over the winter.
National Lottery Community Fund - Advice Goes Digital
£10,000	13/08/2021	The funding will be used to appoint a digital consultation worker to engage the local communities in a series of participatory workshops and digital service user mapping workshops. The project aims ....more The funding will be used to appoint a digital consultation worker to engage the local communities in a series of participatory workshops and digital service user mapping workshops. The project aims to develop self-service advice options on the website that are accessible to all.
National Lottery Community Fund - Money Matters
£499,714	02/05/2019 48	Money Matters
Garfield Weston Foundation - Main Grants award
£10,000	13/06/2018	Core service
National Lottery Community Fund - Money Matters
£88,708	09/10/2017 24	Money Matters

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 62-70

DIANA DAVIS Appointed: 2017, Occupation: Solicitor

JANE MORDUE Appointed: 2020, Occupation: Chair Of Charity, Other trusteeship: ROTARY CLUB OF BUCKINGHAM TRUST FUND,

JULIAN INGRAM Appointed: 2021, Occupation: Consultant

KAREN SATTERFORD Appointed: 2021, Occupation: Chief Executive (Retired)

LESLEY WILKIN Appointed: 2020, Occupation: Director

LINDSEY FEALEY Appointed: 2023, Occupation: Retired, Other trusteeship: ROTARY CLUB OF BUCKINGHAM TRUST FUND,

MOHAMMED FARRUKH SIDDIQI Appointed: 2021, Occupation: Retired, Other trusteeships: WATFORD CITIZENS ADVICE BUREAU, HERTFORDSHIRE CITIZENS ADVICE SERVICE,

PHILIP ROBERT BRUCE Appointed: 2023, Occupation: Retired

SUSAN CAROL WEBSTER Appointed: 2021, Occupation: Hr Director

Legal constitution

Charitable company registered in England & Wales on 20/11/2008, number: 1126825
Registered at Companies House on 10/09/2008, number: 06693405

Gift Aid

Registered with HMRC for Gift Aid

Event History

02/11/2018 - Asset transfer in from BUCKINGHAM WINSLOW AND DISTRICT CITIZENS ADVICE BUREAU
15/11/2022 - Asset transfer in from CHILTERN CITIZENS ADVICE BUREAU LIMITED
09/01/2023 - Asset transfer in from HIGH WYCOMBE & DISTRICT CITIZENS ADVICE BUREAU

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

14 returns made; AR12: 22 days late, AR11: 2 days late, AR10: 2 days late,

Recent reorganisation events:

Asset transfer in from CHILTERN CITIZENS ADVICE BUREAU LIMITED on 15/11/2022
Asset transfer in from HIGH WYCOMBE & DISTRICT CITIZENS ADVICE BUREAU on 09/01/2023

Main office

Citizens Advice Bureau
2 Pebble Lane
AYLESBURY
Buckinghamshire
HP20 2JH

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 BUCKINGHAMSHIRE AND SURROUNDING AREAS.

Defined Area of Benefit:

AYLESBURY

Data Sources