Finance Score: 1

Governance Score: 6

Support Score: 9

Reasonable growth: +1

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

Grant maker support: +9

Overall GiG Score: 16

CITIZENS ADVICE LIVERPOOL LIMITED

The charities objects are 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 not without limitation, for the benefit of the community in Liverpool and surrounding areas.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

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		£3,392	£3,362	£30	£0	£1,420	£1,369	4.9	106	85
31/03/22	*	£3,440	£3,363	£77	£0	£1,369	£1,254	4.5	111	23
31/03/21		£3,382	£3,162	£220	£0	£1,190	£1,089	4.1	112	56
31/03/20		£2,975	£2,870	£105	£0	£967	£961	4	95	45
31/03/19		£2,846	£2,481	£365	£0	£161	£161	0.8	95	160
31/03/18	*	£2,330	£2,135	£195	£0	£496	£397	2.2	50	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: 39%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 4.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.1

Asset Split ?

Established: 8 years

https://www.citizensadviceliverpool.org.uk/

01515221400

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Prevention Or Relief Of Poverty

GiG Classification

Advice organisations

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Liverpool City,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

106 employees
85 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

National Lottery Community Fund	£332,429
The Legal Education Foundation	£150,000
Home Office	£146,195
DCMS	£47,000

Specific Donations

Amount	When Months	To be used for
The Legal Education Foundation - Developing the Liverpool Access to Advice Network (LATAN)
£150,000	15/06/2022	Supporting Liverpool Access to Advice Network to enhance coordination, promote inter-agency referrals and improve knowledge among advice providers in the region.
Ministry for Housing, Communities and Local Government - Hong Kong British National Overseas (HKBNOs) Welcome Programme
£22,592	21/07/2021	Resettlement funding for Hong Kong British nationals (overseas)
Home Office - EU Settlement Grant Scheme Funding
£84,800	01/04/2021	This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support ....more This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support beyond this date. This support could be provided through a range of activities such as information giving, improving understanding of the scheme, provision of technology and direct assistance. It is essential that the support provided via the grants scheme leads to applications submitted to the Home Office. The grant scheme will ensure that the necessary support is available across the UK so that everyone who qualifies for the Scheme can complete the application process by 30 June 2021 and continuing support is available beyond this date.
DCMS - Coronavirus Community Support Fund
£47,000	22/09/2020	"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."
Home Office - CITIZENS ADVICE LIVERPOOL LTD (G)
£61,395	01/04/2020	This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support ....more This grants scheme will enable organisations to provide practical support to vulnerable EU citizens to help them make their EU Settlement Scheme application by 30 June 2021 and continuing support beyond this date. This support could be provided through a
National Lottery Community Fund - Equalities Programme
£332,429	25/07/2019 48	The project aims to encourage increased uptake of advice and support services amongst BME communities to help overcome financial exclusion, improve household income and gain an enhanced sense of ....more The project aims to encourage increased uptake of advice and support services amongst BME communities to help overcome financial exclusion, improve household income and gain an enhanced sense of independence. Funding will go towards the continuation of the services.
Home Office - EU Settlement Grant Scheme Funding 2019-20
£39,019	01/04/2019	This grants scheme is enabling organisations to provide practical support to vulnerable EU citizens through information-giving, advice and provision of technology and assistance to help them make ....more This grants scheme is enabling organisations to provide practical support to vulnerable EU citizens through information-giving, advice and provision of technology and assistance to help them make their Scheme application by 30 June 2021. This support could be provided through a range of activities such as information giving, improving understanding of the scheme, provision of technology and direct assistance to help them make their Scheme application no later than 30 June 2021. It is essential that the support provided via the grants scheme leads to applications submitted to the Home Office.The grant scheme will ensure that the necessary support is available across the UK so that everyone who qualifies for the Scheme can complete the application process by 30 June 2021.
National Lottery Community Fund - Financial Capability Volunteer Hub
£220,159	19/04/2017 24	Financial Capability Volunteer Hub

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-75

EMMA LEE CAREY Appointed: 2020, Occupation: Solicitor

JYOTI KISHOR VITHLANI Appointed: 2021, Occupation: Retired

ROBENA SARAH HARRISON Appointed: 2021, Occupation: Hr Director

STUART CARL TURNER Appointed: 2021, Occupation: Retired

ALISON GIBBON Appointed: 2016, Occupation: Semi-Retired

DIANE ASPINALL Appointed: 2019, Occupation: Retired

FRANK HONT Appointed: 2017, Occupation: Semi-Retired

JAMES ORGAN Appointed: 2016, Occupation: Lecturer

KIM CROWE Appointed: 2017, Occupation: Chief Executive

PAUL WILKIE Appointed: 2016, Occupation: None, Other trusteeship: THE WOOLTON SOCIETY,

STEPHEN ANTON Appointed: 2017, Occupation: Self Employed

Legal constitution

Charitable company registered in England & Wales on 25/10/2016, number: 1169879
Registered at Companies House on 19/07/2016, number: 10286899

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

15/10/2018 - Asset transfer in from LIVERPOOL CITIZENS ADVICE PARTNERSHIP
12/02/2019 - Asset transfer in from NORTH LIVERPOOL CITIZENS ADVICE BUREAUX
03/04/2023 - Asset transfer in from SOUTH LIVERPOOL CITIZENS ADVICE BUREAU
03/04/2023 - Asset transfer in from WAVERTREE CITIZENS ADVICE BUREAU LIMITED

Policies in force

Bullying and harassment 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
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

6 returns made; AR22: 10 days late, AR18: 30 days late,

Recent reorganisation events:

Asset transfer in from SOUTH LIVERPOOL CITIZENS ADVICE BUREAU on 03/04/2023
Asset transfer in from WAVERTREE CITIZENS ADVICE BUREAU LIMITED on 03/04/2023

Main office

Citizens Advice Liverpool
242 Picton Road
Wavertree
LIVERPOOL
L15 4LP

Objectives

THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN LIVERPOOL AND SURROUNDING AREAS (THE AREA OF BENEFIT) BY THE DVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Data Sources