Finance Score: 4

Governance Score: 9

Support Score: 5

Liabilities <10%: +3
Reasonable growth: +1

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

Grant maker support: +5

Overall GiG Score: 18

WELWYN HATFIELD CITIZENS ADVICE BUREAU LIMITED

The Citizens Advice service provides free, independent, confidential and impartial advice to everyone on their rights and responsibilities. It values diversity, promotes equality and challenges discrimination.The service aims:To provide the advice people need for the problems they face To improve the policies and practices that affect people's lives.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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
The Board appears to be well diversified in terms of age and gender 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	£591	£619	£-28	£0	£404	£394	7.6	23	33
31/03/22	£606	£574	£32	£0	£432	£404	8.4	24	33
31/03/21	£687	£586	£101	£0	£400	£362	7.4	23	62
31/03/20	£474	£462	£12	n/a	n/a	n/a	n/a	n/a	60
31/03/19	£484	£435	£48	n/a	n/a	n/a	n/a	n/a	48
31/03/18	£446	£407	£39	£0	£0	£0	n/a	0	0
31/03/17	£363	£349	£14	£0	£0	£0	n/a	0	0
31/03/16	£525	£552	£-26	£0	£185	£145	3.2	17	0
31/03/15	£555	£505	£50	£1	£250	£178	4.2	16	0
31/03/14	£434	£389	£46	£0	£0	£0	n/a	0	0
31/03/13	£345	£335	£10	£0	£0	£0	n/a	0	0
31/03/12	£280	£262	£18	£0	£0	£0	n/a	0	0
31/03/11	£251	£243	£9	£0	£0	£0	n/a	0	0
31/03/10	£255	£229	£25	£0	£0	£0	n/a	0	0
31/03/09	£179	£195	£-16	£0	£0	£0	n/a	0	0
31/03/08	£168	£172	£-3	£0	£0	£0	n/a	0	0
31/03/07	£168	£172	£-3	£0	£0	£0	n/a	0	0
31/03/06	£163	£161	£2	£0	£0	£0	n/a	0	0
31/03/05	£167	£145	£23	£0	£0	£0	n/a	0	0
31/03/04	£161	£155	£6	£0	£0	£0	n/a	0	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: 10%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 7.6 months
Net Current Assets/Spending: 8 months
Quick Ratio: 9.9

Asset Split ?

Established: 27 years

www.whcab.org.uk

bureau@whcab.org.uk

01707 260934

Charity Commission for England and Wales

Tweets

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information

Where it operates

Hertfordshire,

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.

Major supporters in last 5 years

DCMS	£58,370
Hertfordshire Community Foundation	£19,931
National Lottery Community Fund	£19,534

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Volunteer Recruitment
£9,880	08/10/2021	The funding will be used to recruit and train CAB volunteer advisers. The project aims to expand volunteering opportunities and meet increased demand for advice and support from communities in the ....more The funding will be used to recruit and train CAB volunteer advisers. The project aims to expand volunteering opportunities and meet increased demand for advice and support from communities in the Welwyn Hatfield area.
DCMS - Coronavirus Community Support Fund
£58,370	05/08/2020	"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."
Hertfordshire Community Foundation - Benefit Appeals Post Coronavirus
£9,996	04/08/2020	Grant to Citizens Advice Welwyn Hatfield
Hertfordshire Community Foundation - Volunteering from home
£4,935	30/03/2020	Grant to Citizens Advice Welwyn Hatfield
Hertfordshire Community Foundation - Home Visiting Advice Project
£5,000	27/02/2020	Grant to Citizens Advice Welwyn Hatfield
National Lottery Community Fund - Fit for the future
£9,654	19/12/2019 9	The funding will be used to purchase CCTV equipment and wireless technology. The project aims to improve the efficiency and flexibility of support available to service users.
Lloyds Bank Foundation - Grant to CAB - Welwyn Hatfield
£31,750	28/03/2014	The charity offers a range of advice services. Advice support for people with mental health issues will bring improved mental health, an improved financial position and increased confidence.
National Lottery Community Fund - Welwyn Hatfield Working Together
£234,053	19/04/2013 36	The aim of this new project is to improve access to advice services for the people in Welwyn Hatfield, ensuring clients have access to the right advice at the right time. This will be achieved by ....more The aim of this new project is to improve access to advice services for the people in Welwyn Hatfield, ensuring clients have access to the right advice at the right time. This will be achieved by bringing together various advice organisations with the aim of creating a seamless approach to advice provision. Welwyn Hatfield Citizens Advice Bureau (WHCAB) will act as lead organisation and aim to bring together advice partners to develop a stronger local network for the benefit of clients.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 25-70

FLORENCE HOLMES Appointed: 2023, Occupation: Volunteer Development Coordinator

JONATHAN WHITEHEAD Appointed: 2019, Occupation: Director

MICHELLE SONGEST Appointed: 2015, Occupation: Hr Manager, Other trusteeship: SIGNALONG The Communication Charity,

MARCELLE IBBETSON Appointed: 2019, Occupation: Retired, Other trusteeship: HERTFORDSHIRE CITIZENS ADVICE SERVICE,

RICHARD KIMBERLEY HOLMES Appointed: 2021, Occupation: Independent Consultant

SIMON THOMPSON Appointed: 2024, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 20/08/1997, number: 1064038
Registered at Companies House on 23/04/1997, number: 03358982

Gift Aid

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Citizens Advice Bureau
Queensway House
Queensway
Hatfield
AL10 0LW

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 WELWYN AND HATFIELD AND SURROUNDING AREAS.

Defined Area of Benefit:

WELWYN AND HATFIELD AND SURROUNDING AREAS

Data Sources