Finance Score: 9
Governance Score: 6
Support Score: 8
  • Good reserves management: +3
  • Reasonable growth: +1
  • Future income +5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +8
Overall GiG Score: 23 ?

NORTH LANCASHIRE CITIZENS ADVICE BUREAU

We are an independent charity that provides advice on a wide range of issues important to the community. We provide a completely free, independent and confidential service and ensure that everyone is treated impartially. We work hard to ensure that our help is available to those who need it across the full range of legal issues.
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
  • 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 age 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
31/03/23£771£696£75£0£467£3756.52760
31/03/22£679£690£-10£0£392£2704.73010
31/03/21£777£648£129£0£403£2795.22235
31/03/20£617£559£57£0£273£2375.12054
31/03/19£496£492£5n/an/an/an/an/an/a
31/03/18£466£411£55n/an/an/an/an/an/a
31/03/17£504£470£33£0£156£641.6160
31/03/16£498£508£-10n/an/an/an/an/an/a
31/03/15£560£556£4£5£134£901.9160
31/03/14£507£569£-62£8£130£1042.2200
31/03/13£467£483£-16n/an/an/an/an/an/a
31/03/12£759£552£207£5£207£1613.5190
31/03/11£0£0£0n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 23%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 6.5 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3
Asset Split ?
Balance Sheet History
Established: 14 years

www.northlancashirecab.org.uk

enquiries@northlancashirecab.org.uk

01524400404

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
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
  • Provides services
Where it operates
  • Lancashire,
Who it helps
  • 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
National Lottery Community Fund£855,539
Access to Justice Foundation£55,750
Community Foundations for Lancashire & Merseyside£10,000
Specific Donations
Amount When
Months
To be used for
Community Foundations for Lancashire & Merseyside - Grant to Citizens Advice North Lancashire
£10,000 04/03/2024
11
To produce podcasts around social welfare issues, including advice and information on managing finances.
National Lottery Community Fund - Advice Matters (2023)
£484,775 11/06/2023
This funding will support North Lancashire Citizens Advice Bureau to continue their existing Advice Matters project which delivers advice and support to people from community locations across the Lancaster District. The project aims to improve ....more
National Lottery Community Fund - Citizens Advice North Lancashire office improvements
£9,500 21/01/2022
The funding will be used to refurbish their building which is currently rundown including redecorating waiting and meeting rooms. The project aims to improve a vital community facility to enable people to access help and support in a comfortable ....more
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£55,750 29/07/2020
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
National Lottery Community Fund - Advice Matters
£361,264 20/03/2020
35
The Organisation provides advice and information on a range of issues including debt, employment and immigration. Funding will enable the organisation to expand their services to new locations.
Henry Smith Charity - Grant to Citizens Advice Bureau North Lancashire
£179,600 13/03/2019
36
towards three years' salary of a Benefits and Debt Caseworker at a project providing debt and benefits advice to vulnerable and disadvantaged individuals in Lancashire
Comic Relief - CAN Help (Healthier Finances)
£122,737 16/03/2016
36
Debt crisis contributes to increased mental health problems, food poverty and family breakdown and debt-related enquiries are increasing in North Lancs. To address this, the CAB will develop 25 new Community Access Points in partnership with ....more
National Lottery Community Fund - Community Advice Network (CAN Help)
£346,620 19/04/2013
24
The aim of this new project will see North Lancashire Citizens Advice Bureau (NLCAB) the lead of a partnership of 15 organisations develop a Community Advice Network (CAN). It will address the lack of coordination in the district between advice ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed

Age Range of Trustees: 28-72
  • CHRISTOPHER HANNA Appointed: 2018, Occupation: Retired
  • DAVID WHITAKER Appointed: 2012, Occupation: Care Assistant/City Council Member
  • DR ALAN JOHN HATTON-YEO (Chair) Appointed: 2017, Occupation: Retired
  • JANE DALTON Appointed: 2023, Occupation: Consultant
  • LAURA JANE DENISON Appointed: 2023
  • LOUIZA HOURIA COOKSON RABOUHI Appointed: 2023
  • PAUL STUBBINS Appointed: 2023, Occupation: Teacher
  • RICHARD JAN TULEJ Appointed: 2013, Occupation: Retired Local Governement Officer
  • ROSS HARRY SIMMONS Appointed: 2023, Occupation: Solicitor
Legal constitution
  • Charitable company registered in England & Wales on 06/08/2010, number: 1137309
  • Registered at Companies House on 29/06/2010, number: 07298912
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
13 returns made; all on time
Main office

CITIZENS ADVICE BUREAU
OBAN HOUSE
87-89 QUEEN STREET
MORECAMBE
LA4 5EN

Objectives

2.1 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 NORTH LANCASHIRE AND SURROUNDING AREAS.

Defined Area of Benefit:

NORTH LANCASHIRE AND SURROUNDING AREAS

Data Sources

Charity Commission for England and Wales
360 Giving

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