Finance Score: 0

Governance Score: 5

Support Score: 0

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 5

HERTSMERE CITIZENS ADVICE BUREAU

Provision of Citizens Advice Bureau Services to those who work & live in Hertsmere

Analysis by Giving is Great

Positives:

Spending has increased 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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		£626	£584	£42	£0	£524	£524	10.8	21	57
31/03/22		£576	£375	£201	£0	£481	£481	15.4	17	63
31/03/21		£533	£434	£99	£0	£280	£280	7.7	17	46
31/03/20		£440	£431	£8	n/a	n/a	n/a	n/a	n/a	58
31/03/19		£381	£372	£9	n/a	n/a	n/a	n/a	n/a	58
31/03/18		£354	£344	£10	£0	£0	£0	n/a	0	0
31/03/17		£379	£350	£28	£0	£0	£0	n/a	0	0
31/03/16		£585	£573	£12	£0	£125	£125	2.6	25	0
31/03/15		£596	£587	£9	£14	£114	£114	2.3	23	0
31/03/14		£509	£521	£-13	£13	£105	£105	2.4	19	0
31/03/13		£437	£432	£4	£0	£0	£0	n/a	0	0
31/03/12		£490	£490	£0	£0	£0	£0	n/a	0	0
31/03/11		£478	£475	£2	£0	£0	£0	n/a	0	0
31/03/10		£394	£390	£3	£0	£0	£0	n/a	0	0
31/03/09		£319	£325	£-6	£0	£0	£0	n/a	0	0
31/03/08	*	£304	£301	£3	£0	£0	£0	n/a	0	0
31/03/07		£328	£322	£6	£0	£0	£0	n/a	0	0
31/03/06		£309	£271	£38	£0	£0	£0	n/a	0	0
31/03/05		£284	£341	£-57	£0	£0	£0	n/a	0	0
31/03/04		£313	£318	£-5	£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: 12%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 10.8 months
Net Current Assets/Spending: 11 months
Quick Ratio: 8.2

Asset Split ?

Established: 27 years

https://www.citizensadvice.org.uk/local/herts

ceo@hertsmerecab.org.uk

0208 327 0006

Charity Commission for England and Wales

Listed activities

Disability
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Hertfordshire,

Who it helps

Elderly/Old People
People With Disabilities
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
National Lottery Community Fund - Transforming Advice in Hertsmere
£222,348	19/04/2013 36	The aim of this new project will see The Citizens Advice Bureau Service in Hertsmere (CABSH) as the lead of a partnership of 15 organisations. It will develop a collaborative advice service to ....more The aim of this new project will see The Citizens Advice Bureau Service in Hertsmere (CABSH) as the lead of a partnership of 15 organisations. It will develop a collaborative advice service to improve outcomes for beneficiaries and local advice organisations in the district of Hertsmere.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Age Range of Trustees: 35-79

ALAN MALCOLM MOSS Appointed: 2020, Occupation: Retired

ARRAN ELKELES (Chair) Appointed: 2012, Occupation: Retired

ASHA MANJEET STRONG Appointed: 2023, Occupation: Banker

ALIREZA GHAFFARI FCA Appointed: 2023, Other trusteeships: SJP CHARITY TRUST LIMITED, NW7 HUB,

CHRIS WOOD Appointed: 2011, Occupation: Retired, Other trusteeship: HERTFORDSHIRE CITIZENS ADVICE SERVICE,

DEEPA DOSHI Appointed: 2018, Occupation: Charity Sector Manager

HADLEY JASON SIMONS Appointed: 2023, Occupation: Investment Manager

HELEN DIANE WARNE Appointed: 2017, Occupation: Retired

JANICE ALISON MYERSON Appointed: 2021, Occupation: Retired Lecturer

MALCOLM SAMUEL CURZON Appointed: 2015, Occupation: Retired, Other trusteeship: BUSHEY AND DISTRICT FOOTPATHS ASSOCIATION,

PETER FREDERICK LLOYD TOMLINSON Appointed: 2021, Occupation: Manager - Financial Services

RICHARD BARTHOLEMEW BINNS Appointed: 2023, Occupation: Solicitor - Not Practicing

RICHARD MORTIMER Appointed: 2024, Occupation: Chief People Officer

Legal constitution

Charitable company registered in England & Wales on 23/10/1997, number: 1064996
Registered at Companies House on 23/09/1997, number: 03438303

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR08: 1 days late,

Main office

HERTSMERE CITIZENS ADVICE
THE VANSTONE SUITE
2 ALLUM LANE
ELSTREE
HERTS.
WD6 3PJ

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 HERTSMERE

Defined Area of Benefit:

HERTSMERE BOROUGH COUNCIL AND ADJACENT AREAS.

Data Sources