Finance Score: 11

Governance Score: 6

Support Score: 0

Liabilities <10%: +3
Good reserves management: +3
Strong growth: +2
Fundraising costs low: +3

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

No supporters identified

Overall GiG Score: 17

BRIDGEND COUNTY BOROUGH CITIZENS ADVICE BUREAU

We offer information and advice through face-to-face and phone, and online via Adviceguide.org.uk.advice that is free, impartial, confidential and non judgemental on a range of subject areas such as debt, employment, housing, consumer and welfare benefits.We aim to provide the advice people need for the problems they face and improve the policies and practices that affect people's lives.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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 dynamic in terms of composition

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	£872	£817	£55	£5	£554	£540	7.9	34	1
31/03/22	£741	£707	£34	£5	£499	£485	8.2	38	0
31/03/21	£720	£611	£109	£4	£465	£429	8.4	21	20
31/03/20	£559	£504	£54	£4	£355	£347	8.2	20	20
31/03/19	£451	£456	£-5	n/a	n/a	n/a	n/a	n/a	45
31/03/18	£426	£475	£-50	£0	£0	£0	n/a	0	0
31/03/17	£446	£455	£-9	£0	£0	£0	n/a	0	0
31/03/16	£468	£453	£15	£0	£0	£0	n/a	0	0
31/03/15	£452	£419	£33	£0	£0	£0	n/a	0	0
31/03/14	£438	£416	£21	£0	£0	£0	n/a	0	0
01/04/13	£389	£359	£30	£0	£0	£0	n/a	0	0
01/04/12	£323	£312	£11	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 7.9 months
Net Current Assets/Spending: 8 months
Quick Ratio: 12

Asset Split ?

Established: 13 years

admin@bcbcab.org.uk

01656782809

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Legal & financial advice

How it operates

Provides advocacy/advice/information

Where it operates

Bridgend,

Who it helps

The General Public/Mankind

Who supports 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
Lloyds Bank Foundation - Grant to Bridgend County Borough Citizens Advice Bureau
£14,000	29/01/2014	Bridgend CAB provides free, confidential, independent and impartial advice to individuals in need so that they area aware of their rights and responsibilities.
National Lottery Community Fund - Recession - Budget Better
£48,716	11/03/2010 36	The project will provide debt advice, money health and fuel poverty check clinics, and financial capability training workshops. This will enable people to better manage the impact of the current ....more The project will provide debt advice, money health and fuel poverty check clinics, and financial capability training workshops. This will enable people to better manage the impact of the current economic downturn (and any other adverse current or future life events) on the economic, social, health and well-being of themselves, their families and their communities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 41-80

ANTHONY JOHN REES Appointed: 2021, Occupation: Retired, Other trusteeship: LIONS CLUB OF BRIDGEND CHARITABLE TRUST FUND,

DR IVA GRAY Appointed: 2020, Occupation: Information, Advice & Guidance Officer, Other trusteeship: CARDIFF METROPOLITAN UNIVERSITY,

PETER ROY CROCOMBE Appointed: 2010, Occupation: Retired

RACHEL MARIA THOMPSON-BIGGS (Chair) Appointed: 2022, Occupation: Charity Employee

STEPHEN MARK JONES Appointed: 2023, Occupation: Hr

Legal constitution

Charitable company registered in England & Wales on 19/01/2011, number: 1139926
Registered at Companies House on 23/11/2010, number: 07448288

Gift Aid

NOT 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
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

12 returns made; all on time

Main office

CITIZENS ADVICE BUREAU
26 DUNRAVEN PLACE
BRIDGEND
CF31 1JD

Objectives

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 BRIDGEND AND SURROUNDING AREAS.

Defined Area of Benefit:

BRIDGEND

Data Sources