Finance Score: 6

Governance Score: 9

Support Score: 7

Liabilities <10%: +3
Good reserves management: +3

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

Grant maker support: +7

Overall GiG Score: 22

CITIZENS ADVICE NEWCASTLE

Newcastle upon Tyne Citizens Advice Bureau (CAB) provides free, confidential, independent and impartial advice to people who live and work in the City. It promotes any charitable purposes for the benefit of the community in the North East region of England by the advancement of education, the protection of health and the relief of poverty, sickness and distress.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
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

Established: 14 years
(37 years as a company)

www.citizensadvice-newcastle.org.uk

citycab@newcastlecab.org.uk

01912292750

Charity Commission for England and Wales

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		£736	£643	£93	£0	£440	£430	8	19	30
31/03/22		£751	£732	£19	£0	£348	£322	5.3	23	10
31/03/21		£815	£800	£15	£0	£328	£318	4.8	21	20
31/03/20		£754	£733	£21	£0	£313	£312	5.1	24	40
31/03/19		£688	£651	£37	£0	£293	£290	5.3	23	50
31/03/18		£614	£621	£-7	£0	£256	£255	4.9	20	0
31/03/17		£638	£643	£-6	£0	£263	£263	4.9	15	0
31/03/16		£723	£776	£-53	£0	£269	£31	0.5	24	0
31/03/15		£759	£741	£18	£27	£322	£283	4.6	22	0
31/03/14		£795	£783	£12	£12	£304	£211	3.2	20	0
31/03/13		£862	£865	£-3	£13	£292	£193	2.7	24	0
31/03/12		£868	£885	£-17	£15	£296	£128	1.7	24	0
31/03/11	*	£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: 6%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 16.1

Asset Split ?

Listed activities

The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England,

Who it helps

The General Public/Mankind

Who works here?

19 employees
30 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

Millfield House Foundation	£166,000
Ministry for Housing, Communities and Local Government	£20,000
National Lottery Community Fund	£10,000
Community Foundation serving Tyne & Wear and Northumberland	£1,850

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Interpreting Services
£10,000	11/11/2022	The funding will be used to incorporate interpreting for their service users. The project aims to enable the organisation to become inclusive for all within the community to come and received support ....more The funding will be used to incorporate interpreting for their service users. The project aims to enable the organisation to become inclusive for all within the community to come and received support and guidance.
Community Foundation serving Tyne & Wear and Northumberland - A grant to Citizens Advice Newcastle
£1,850	21/10/2021	Purchasing displays, posters and leaflets for the new face to face sessions
Ministry for Housing, Communities and Local Government - Hong Kong British National Overseas (HKBNOs) Welcome Programme
£20,000	21/07/2021	Resettlement funding for Hong Kong British nationals (overseas)
Millfield House Foundation - NCAB
£126,000	10/05/2021	Research policy post
Millfield House Foundation - NCAB
£40,000	11/05/2020	Research policy post
Millfield House Foundation - NCAB
£105,000	19/06/2017	Research policy post
Millfield House Foundation - NCAB
£60,000	18/05/2015	Research policy post

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 30-68

ANTHONY CRAWLEY Appointed: 2012, Occupation: Accountant

ANGELA CARVER Appointed: 2016, Occupation: Solicitor

ARSHDEEP KAUR Appointed: 2023, Occupation: Certified Chartered Accountant

CLAIRE IRVING Appointed: 2018, Occupation: Educational Developer

GILLIAN ROLL Appointed: 2022, Occupation: Strategic Manager

KEITH REED Appointed: 2013, Occupation: Retired Civil Servant

OLIVER HOLMES Appointed: 2022, Occupation: Director Of Operations

RICHARD HARRIS, Other trusteeships: NETHERTON PARK TRUST, TYNE THEATRE AND OPERA HOUSE PRESERVATION TRUST, NETHERTON PARK TRUST,

SANGEET JAIDKA Appointed: 2014, Occupation: Management Accountant

STUART WILLIAM PARKER Appointed: 2021, Occupation: Solicitor

SUZANNE WOOD (Chair) Appointed: 2023, Occupation: Head Of Compliance And Conduct Risk

TRIBE MKWEBU Appointed: 2024, Occupation: Assistant Professor Of Law

Legal constitution

Charitable company registered in England & Wales on 08/04/2010, number: 1135396
Registered at Companies House on 23/03/1987, number: 02114435

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

13 returns made; AR11: 85 days late,

Main office

4th Floor
City Library
Charles Avison Building
33 New Bridge Street West
NEWCASTLE UPON TYNE
NE1 8AX

Objectives

FOR THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE NORTH EAST REGION OF ENGLAND BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

NORTH EAST REGION OF ENGLAND

Data Sources