Finance Score: 0

Governance Score: 9

Support Score: 9

No PartB

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

Grant maker support: +9

Overall GiG Score: 18

MOTHERWELL & WISHAW CITIZENS ADVICE BUREAU

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition
This charity is based in an area of extremely high deprivation

Established: 27 years

www.motherwellwishawcab.org.uk

Financial Data

Income & Spending ?

Period ending	31/03/18	31/03/19	31/03/20	31/03/21	31/03/22	31/03/23
Charitable activities	£645,730	£836,375	£886,271	£995,591		£1,076,384
Donations & Legacies	£2,597	£96				£15
Other Income				£2,500
Investment Income	£175	£166	£150	£78		£570
Total income	£648,502	£836,637	£886,421	£998,169	£974,403	£1,076,969
Charitable activities spending	£677,572	£835,859	£906,462	£948,176		£1,064,783
Fundraising costs
Other spending	£4,080	£4,260
Total spending	£681,652	£840,119	£906,462	£948,176	£967,377	£1,064,783
Surplus/deficit	-£33,150	-£3,482	-£20,041	£49,993	£7,026	£12,186

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Listed activities

It carries out activities or services itself

Purposes

The advancement of education
The advancement of health
The advancement of citizenship or community development','the relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage

Where it operates

Wider, but within one local authority area, main operating location: North Lanarkshire

This charity is based in an area of extremely high deprivation

Who it helps

No specific group, or for the benefit of the community

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
Henry Smith Charity - Grant to Motherwell and Wishaw Citizens Advice Bureau
£202,300	21/09/2023 36	towards three years' running costs of the 'Welfare Rights Service' providing advice, information and advocacy services for people from disadvantaged communities in North Lanarkshire, Scotland.
National Lottery Community Fund - UKPCOL - Cost of Living Direct Action.
£41,608	22/02/2023	This group will use funding to extend their outreach capacity and help support people affected by the current cost-of-living crisis. . This funding will help provide direct support to 900 people ....more This group will use funding to extend their outreach capacity and help support people affected by the current cost-of-living crisis. . This funding will help provide direct support to 900 people living in Motherwell.
Robertson Trust - The salary costs of an Outreach Coordinator
£39,000	23/05/2017	The salary costs of an Outreach Coordinator
National Lottery Community Fund - W.R.A.P - Welfare Reform Advice Project
£197,228	25/06/2013 31	Funded through Support and Connect this Citizens Advice Bureau will build the accessibility and capacity of their advice service to meet the new welfare reform advice demands. Two new dedicated staff ....more Funded through Support and Connect this Citizens Advice Bureau will build the accessibility and capacity of their advice service to meet the new welfare reform advice demands. Two new dedicated staff posts and increased adminstration support will enable increased opening hours, provision of an outreach service, greater volunteer capacity and the provision of specialist knowledge/guidance on the new system.

Data sourced from Donors via 360 Giving

How is it governed?

Directors (11)

Current Directors appointed

Gender Split

Age Range of Directors: 35-73

BRENNAN, Jennifer Marion
Appointed: 2019
Occupation: Solicitor

BROCK, Thomas Fulton
Appointed: 2023
Occupation: Non-Executive Director Parkhead Housing Assoc

BROWN, Alan
Appointed: 2023
Occupation: Retired

HUME, Jim Forsyth
Appointed: 2020
Occupation: Retired

KELLY, Kay Kathryn
Appointed: 2018
Occupation: Retired Teacher

LENNON, Paul
Appointed: 2018
Occupation: Deputy Director Forgewood Housing Coop

MACKAY, Susan
Appointed: 2020
Occupation: Human Resources Professional

MCPARTLAND, Claire
Appointed: 2023
Occupation: Student Support Adviser

MELVIN, Gillian
Appointed: 2023
Occupation: Faculty Head Of Science Secondary School

MUIR, Lesley Christine
Appointed: 2023
Occupation: Retired

TAYLOR, Jillian
Appointed: 2020
Occupation: Letting & Sales Assistant

Legal constitution

Charity registered in Scotland on 14/03/1997, number: SC009733
Registered at Companies House on 14/03/1997, number: SC173485

Filing Record

5 returns made; all on time

Main office

90 Brandon Parade East, Motherwell, ML1 1LY

Objectives

Objects 1 The company has been formed to benefit principally the area of Motherwell, Wishaw and Shotts and surrounding areas (the “Area of Benefit”) with the following objects: 1.1 the advancement of education through (but not limited to) providing individuals with information, clarification and understanding of legislation and their legal rights and responsibilities. 1.2 the relief of those in need through (but not limited to) (i) assessing individuals’ entitlement to welfare benefits. (ii) providing assistance in claiming benefits. and (iii) assisting individuals to appeal against refusal of benefits. 1.3 the advancement of health through (but not limited to) providing a comprehensive advice service which seeks to address individuals’ problems and thereby alleviates the injury to health, stress and anxiety caused by unsolved problems. and 1.4 the advancement of community development through (but not limited to) recruiting, training and developing local citizens to be volunteers in and for the Bureau, who in turn assist members of the public within the Area of Benefit, and in doing so contribute to the development of the Area of Benefit.

Data Sources