Finance Score: 2
Governance Score: 6
Support Score: 5
  • Strong growth: +2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +5
Overall GiG Score: 13 ?

CITIZENS ADVICE EAST LANCASHIRE

We are a voluntary service that provides advice & information to the general public. Also specialists advice & help with debt & welfare benefit problems.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 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:

  • Over half the Board have joined recently

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£758£557£200£0£552£52011.22115
31/03/22£467£394£73n/an/an/an/an/an/a
31/03/21£407£333£75n/an/an/an/an/an/a
31/03/20£392£320£71n/an/an/an/an/an/a
31/03/19£315£302£13n/an/an/an/an/an/a
31/03/18£297£296£1n/an/an/an/an/an/a
31/03/17£314£315£-1n/an/an/an/an/an/a
31/03/16£401£404£-3n/an/an/an/an/an/a
31/03/15£503£471£32£2£123£1032.6120
31/03/14£435£425£10n/an/an/an/an/an/a
31/03/13£390£393£-3n/an/an/an/an/an/a
31/03/12£331£371£-41n/an/an/an/an/an/a
31/03/11£352£393£-41n/an/an/an/an/an/a
31/03/10£343£362£-19n/an/an/an/an/an/a
31/03/09*£226£219£7n/an/an/an/an/an/a
31/03/08*£339£334£5n/an/an/an/an/an/a
31/03/07*£365£375£-10n/an/an/an/an/an/a
31/03/06*£98£121£-24n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 18%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 11.2 months
Net Current Assets/Spending: 12 months
Quick Ratio: 5.3
Asset Split ?
Balance Sheet History
Established: 19 years

helenheapcab@gmail.com

01282 616750

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Legal & financial advice
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Lancashire,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
HM Revenue & Customs£76,800
National Lottery Community Fund£10,000
DCMS£8,462
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - BPCA Drop In
£10,000 22/12/2021
The funding will be used to carry out repairs to the lobby to reopen our drop in facilities at Nelson office.The project aims to help more people to access the help they need at the earliest possible ....more
HM Revenue & Customs - HMRC Grant Funding
£38,400 01/04/2021
Supporting HMRC customers who need extra help accessing HMRC services
DCMS - Coronavirus Community Support Fund
£8,462 25/09/2020
"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
HM Revenue & Customs - HMRC Grant Funding
£38,400 01/04/2020
Supporting HMRC customers who need extra help accessing HMRC services
HM Revenue & Customs - HMRC Grant Funding
£38,400 01/04/2019
Supporting HMRC customers who need extra help accessing HMRC services
National Lottery Community Fund - AdviceLink
£9,963 07/03/2019
12
The project aims to increase outreach, enabling more of the community to get the advice and information needed to improve lives.The funding will be used to run Advicelink at the bureau.
National Lottery Community Fund - Optimizing our work space and public image
£10,000 05/02/2014
12
_x000B_This is a project by an incorporated charity in Lancashire. The organisation will use the funding to cover a percentage of the cost of improving the fabric of their building in order to ....more
National Lottery Community Fund - Advice Services Consortium Burnley and Pendle (ASC Burnley and Pendle)
£286,753 19/04/2013
24
Burnley and Pendle Citizens Advice Bureau (BPCAB) will lead a partnership of four organisations with specific capacity to reach those most in need of advice including older people, homeless and those ....more
Lloyds Bank Foundation - Grant to Burnley & Pendle CAB
£22,000 29/10/2012
the salary costs of the Specialist Benefit Caseworker
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Age Range of Trustees: 24-80
  • ANN CATHERINE MCINTYRE Appointed: 2023, Occupation: Director
  • BRIAN HOBBS (Chair) Appointed: 2013, Occupation: Company Director
  • CLLR MARILYN WINIFRED ANNE PROCTER Appointed: 2023, Occupation: Director
  • HUGH SOMERVILLE MCGINN Appointed: 2023, Occupation: Finance
  • JOHN MARTIN BLACKBURN Appointed: 2023, Occupation: Retired
  • JOHN NICHOLAS PILLING Appointed: 2023, Occupation: Retired
  • MADEEHAH KHAN-ISRAEEL Appointed: 2023, Occupation: Director
  • PETER JOHN KENYON Appointed: 2011, Occupation: Retired
  • PATRICK MARK MANLEY Appointed: 2023, Occupation: Director
Legal constitution
  • Charitable company registered in England & Wales on 10/10/2005, number: 1111611
  • Registered at Companies House on 18/08/2005, number: 05540011
Gift Aid
  • NOT registered with HMRC for Gift Aid
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • 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
18 returns made; AR09: 101 days late, AR08: 11 days late, AR07: 111 days late, AR06: 113 days late,
Recent reorganisation events:
  • Asset transfer in from CITIZENS ADVICE ROSSENDALE & HYNDBURN LTD on 19/07/2024
Main office

1st Floor, Block C
The Wharf
Manchester Rd Burnley
BURNLEY
Lancashire
BB11 1JG

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN PENDLE DISTRICT AND SURROUNDING AREAS (THE AREA OF BENEFIT) BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OR POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

PENDLE DISTRICT AND SURROUNDING AREAS.

Data Sources

Charity Commission for England and Wales
360 Giving

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