Finance Score: -2

Governance Score: 9

Support Score: 4

Low unrestricted reserves: -2

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

Grant maker support: +4

Overall GiG Score: 11

CITIZENS ADVICE CHESHIRE WEST

The Charity has two aims:To offer free advice to the general publicand to develop social policies, both locally and nationally.

Analysis by Giving is Great

Positives:

Spending has increased 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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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	£1,608	£1,536	£72	£0	£354	£322	2.5	37	47
31/03/22	£1,392	£1,347	£45	£0	£282	£241	2.1	36	30
31/03/21	£1,354	£1,369	£-15	£0	£237	£183	1.6	38	86
31/03/20	£1,114	£1,250	£-136	£0	£252	£193	1.9	34	100
31/03/19	£1,147	£1,193	£-46	£0	£388	£337	3.4	32	100
31/03/18	£1,179	£1,088	£91	£0	£434	£433	4.8	32	0
31/03/17	£1,202	£1,183	£19	£1	£344	£336	3.4	37	0
31/03/16	£1,560	£1,496	£64	£2	£325	£311	2.5	45	0
31/03/15	£1,241	£1,216	£25	£23	£261	£261	2.6	40	0
31/03/14	£1,298	£1,285	£13	£21	£240	£240	2.2	40	0
31/03/13	£1,417	£1,437	£-20	£19	£227	£227	1.9	49	0
31/03/12	£1,300	£1,300	£0	£16	£247	£247	2.3	53	0
31/03/11	£1,386	£1,352	£34	£15	£247	£247	2.2	35	0
31/03/10	£1,525	£1,538	£-12	£19	£213	£213	1.7	60	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: 17%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 2.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 5.5

Asset Split ?

Established: 15 years

www.citizensadvicecw.org.uk

jason.bishop@citizensadvicecw.org.uk

01606815262

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Cheshire West & Chester,

Who it helps

The General Public/Mankind

Who works here?

37 employees
47 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.

Specific Donations

Amount	When Months	To be used for
DCMS - Coronavirus Community Support Fund
£10,000	29/07/2020	"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."
Westminster Foundation - Covid 19 response Fund
£32,810	03/06/2020 6	Community Connector Project - COVID-19 Response
National Lottery Community Fund - Cheshire West Social Welfare Advice Partnership
£345,091	19/04/2013 24	This new project will seek fundamental change and realignment of services and providers. The range of individual advice agencies operating in the authority of Cheshire West and Chester will be ....more This new project will seek fundamental change and realignment of services and providers. The range of individual advice agencies operating in the authority of Cheshire West and Chester will be transformed into an integrated and quality assured advice partnership designed more to meet public need. The partnership will bring together all the trusted agencies currently providing free information, advice and support on welfare benefits, debt, employment, housing and discrimination in Cheshire West and Chester.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 29-77

BOYD BRYAN HOPE Appointed: 2022, Occupation: Programme Manager

KEVIN BARRY Appointed: 2022, Occupation: Deputy Chief Executive

MARGARET SIAN ALICE ALLAN Appointed: 2023, Occupation: Drug Safety Officer

PATRICK CHARLES WILLIAM LEACH Appointed: 2023, Occupation: Project Manager

STEPHEN JOHN MILLER Appointed: 2023, Occupation: Retired

THOMAS DAVID BRIGGS Appointed: 2023, Occupation: Retired

ANDREA JAEGER DODDS Appointed: 2019, Occupation: Independent Marketing Consultant

BEVERLY ERNESTINE SPICER Appointed: 2019, Occupation: Retired

GILLIAN LINDA CONWAY (Chair) Appointed: 2017, Occupation: Managing Consultant

MAX HERBERG GRIFFITHS Appointed: 2016, Occupation: Risk Manager

GEOFFREY HOPE-TERRY Appointed: 2016, Occupation: Director, Other trusteeship: OPAL Services (Rural West Cheshire),

Legal constitution

Charitable company registered in England & Wales on 03/03/2009, number: 1128367
Registered at Companies House on 06/01/2009, number: 06783496

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

14 returns made; all on time

Main office

Citizens Advice Cheshire West
Winsford Office
Wyvern House
The Drumber
WINSFORD
Cheshire

Objectives

THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSEFOR THE BENEFIT OF THE COMMUNITY IN CHESHIRE AND SURROUNDING AREAS (THE AREA OF BENEFIT) BY THEADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OFHEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

CHESHIRE

Data Sources