Finance Score: 4

Governance Score: 3

Support Score: 8

Good reserves management: +3
Reasonable growth: +1

Dynamic board: +3

Grant maker support: +8

Overall GiG Score: 15

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
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 and there are significant future grants due to be received
The Board appears to be dynamic in terms of composition

Established: 14 years

www.northlancashirecab.org.uk

enquiries@northlancashirecab.org.uk

01524400404

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	£771	£696	£75	£0	£467	£375	6.5	27	60
31/03/22	£679	£690	£-10	£0	£392	£270	4.7	30	10
31/03/21	£777	£648	£129	£0	£403	£279	5.2	22	35
31/03/20	£617	£559	£57	£0	£273	£237	5.1	20	54
31/03/19	£496	£492	£5	n/a	n/a	n/a	n/a	n/a	64
31/03/18	£466	£411	£55	£0	£0	£0	n/a	0	0
31/03/17	£504	£470	£33	£0	£156	£64	1.6	16	0
31/03/16	£498	£508	£-10	£0	£0	£0	n/a	0	0
31/03/15	£560	£556	£4	£5	£134	£90	1.9	16	0
31/03/14	£507	£569	£-62	£8	£130	£104	2.2	20	0
31/03/13	£467	£483	£-16	£0	£0	£0	n/a	0	0
31/03/12	£759	£552	£207	£5	£207	£161	3.5	19	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: 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 ?

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Lancashire,

Who it helps

The General Public/Mankind

Who works here?

27 employees
60 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
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 ....more 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 health mental health and financial wellbeing.
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 ....more 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 environment.
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 ....more 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 Morecambe Bay Credit Union. The project will train staff and volunteers at the access points to provide information, advice and access to Credit Union services. The grant will pay for the salary of the project coordinator, publicity costs for the project and appropriate management, admin and overheads. The project will make advice and affordable credit available to thousands of people who have debt problems and do not access services at the moment.
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 ....more 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 agencies resulting from no current structure to coordinate and support the advice sector. It aims to improve access to services by deploying workers to rural areas and implement quality standards across all agencies within the partnership network.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees:

CLLR JUNE ASHWORTH, Occupation: Retired

CHRISTOPHER HANNA Appointed: 2018, Occupation: Retired, Other trusteeships: LANCASTER CHARITY, PLATTEN AND BENSON ALMSHOUSE CHARITY,

DAVID WHITAKER Appointed: 2012, Occupation: Care Assistant/City Council Member

DR ALAN JOHN HATTON-YEO (Chair) Appointed: 2017, Occupation: Retired

JANE DALTON Appointed: 2023

LAURA JANE DENISON Appointed: 2023

LOUIZA HOURIA COOKSON RABOUHI Appointed: 2023

PAUL STUBBINS Appointed: 2023

RICHARD JAN TULEJ Appointed: 2013, Occupation: Retired Local Governement Officer

ROSS HARRY SIMMONS Appointed: 2023

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

12/07/2013 - Asset transfer in from LANCASTER CITIZENS ADVICE BUREAU
12/07/2013 - Asset transfer in from MORECAMBE & HEYSHAM CITIZENS ADVICE BUREAU

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