Finance Score: 0

Governance Score: 6

Support Score: 5

No PartB

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

Grant maker support: +5

Overall GiG Score: 11

COATBRIDGE CITIZENS ADVICE BUREAU

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Established: 40 years

www.coatbridgecab.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	£254,661	£320,503
Donations & Legacies	£557	£398	£1,668	£1,391		£1,299
Other Income			£354,802	£422,910		£376,400
Investment Income
Total income	£255,218	£320,901	£359,180	£424,301	£376,670	£377,699
Charitable activities spending	£252,749	£298,303	£329,392
Fundraising costs
Other spending				£371,455		£362,221
Total spending	£252,749	£298,303	£329,392	£371,455	£368,770	£362,221
Surplus/deficit	£2,469	£22,598	£29,788	£52,846	£7,900	£15,478

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Listed activities

It carries out activities or services itself

Purposes

The prevention or relief of poverty
The advancement of health
The advancement of citizenship or community development','the advancement of human rights, conflict resolution or reconciliation','the relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage

Where it operates

North Lanarkshire

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.

Major supporters in last 5 years

Henry Smith Charity	£111,300
Foundation Scotland	£7,487
Scottish Government	£7,254

Specific Donations

Amount	When Months	To be used for
Foundation Scotland - Grant to Coatbridge Citizens Advice Bureau
£5,000	03/02/2021	To fund the IT training of existing and new volunteers.
Foundation Scotland - Grant to Coatbridge Citizens Advice Bureau
£2,487	07/10/2020	to purchase a PC and 3 laptops to ensure social distancing within the bureau and also to enable an additional 3 volunteer Generalist Advisers to work remotely from home
Scottish Government - Coatbridge Citizens Advice Bureau
£7,254	10/06/2020	Detailed description not provided.
Henry Smith Charity - Grant to Coatbridge Citizens Advice Bureau
£111,300	10/12/2019 36	towards three years' continuation funding of the salary of the Welfare Rights Officer at a project providing welfare rights advice to disadvantaged people in North Lanarkshire
Robertson Trust - the Salary Costs of the Welfare Rights Officer (Home Visit & Outreach Service)
£23,000	29/01/2019	the Salary Costs of the Welfare Rights Officer (Home Visit & Outreach Service)
Corra Foundation - HDA-17/447
£4,250	07/12/2017	Towards the salary of the part-time Housing Advice Network Officer.
Corra Foundation - HDA-16/654
£4,217	01/12/2016	towards the Housing Advice Network Support Project, thus closing the appeal
Henry Smith Charity - Grant to Coatbridge Citizens Advice Bureau
£66,000	09/06/2016 36	towards three years' salary of a part-time Welfare Rights Officer in Lanarkshire
Robertson Trust - the Salary Costs of the Welfare Rights Officer (Home Visit & Outreach Service)
£33,000	31/08/2015	the Salary Costs of the Welfare Rights Officer (Home Visit & Outreach Service)
National Lottery Community Fund - Welfare Reform Advice Project
£64,377	24/03/2014 20	Welfare Reform Advice Project

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Data sourced from Donors via 360 Giving

How is it governed?

Directors (12)

Current Directors appointed

Gender Split

Age Range of Directors: 31-83

CLARKE, Thomas, Sir
Appointed: 2017
Occupation: Retired

CRAIG, Donald Goldie
Appointed: 2010
Occupation: Chartered Accountant

DEMPSIE, Joseph Stewart
Appointed: 2010
Occupation: Retired Master Butcher

DOIG, Heather
Appointed: 2020
Occupation: Hr Manager

EWING, Margaret Denmark
Appointed: 2017
Occupation: Teacher

GIBSON, Joanne
Appointed: 2021
Occupation: Finance Director

MAHON, Janet Isabel
Appointed: 2023
Occupation: Caseworker

MC DONNELL, Patricia Bernadette
Appointed: 2017
Occupation: Retired

MCANULTY, Julie Patricia
Appointed: 2020
Occupation: Self Employed

MCDONALD, William Black
Appointed: 2016
Occupation: Retired

PATERSON, Michelle
Appointed: 2023
Occupation: Assistant Duty Manager

RUSSELL, Craig
Appointed: 2009
Occupation: Voluntary Sector

Legal constitution

Charity registered in Scotland on 12/03/1984, number: SC017271
Registered at Companies House on 29/03/1999, number: SC194748

Filing Record

5 returns made; all on time

Main office

Unit 10, Fountain Business Centre, Ellis Street, Coatbridge, ML5 3AA

Objectives

The company's objects are to promote any charitable purposes for the public benefit in (i) ['Coatbridge and its environs') and (ii) elsewhere by i) the advancement of education by providing clients with information, clarification and understanding of legislation and their legal rights and responsibilities. ii) the relief of those in need by assessing clients entitlement to welfare benefits, by providing assistance in claiming benefits and by assisting them to appeal against refusal to benefits and by doing so ensure they do not suffer from poverty. iii) the advancement of human rights by ensuring that people do not suffer through ignorance of their human rights and by taking such actions required to redress the situation and restore justice. iv) advancement of health by providing a comprehensive advice service which deals with all aspects of clients problems and alleviates the stress and anxiety caused by unsolved problems. v) advancement of community development by recruiting, training and developing local citizens to be volunteer advisers in the Citizens Advice Bureau who in turn assist members of the public in their community and in doing so contribute to the development of their community.

Data Sources