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home >> charity search >> the chartered institute of public finance and accountancy
Finance Score: 2
Governance Score: 3
Support Score: 3
  • Positive trading contribution: +2;
  • No volunteer policy: -2
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 8 ?

THE CHARTERED INSTITUTE OF PUBLIC FINANCE AND ACCOUNTANCY

CIPFA aims to work in the public interest to promote high standards and deliver excellence in governance and financial management throughout the public services.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants and contracts
  • More than half of total income was derived from trading and fees in the latest year
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • There are 36 trustees whereas the Charities Commission recommends a maximum of 12
Find similar charities within: miles

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
31/12/22£28,483£27,341£1,142£0£15,513£15,4296.8238518
31/12/21£26,603£23,129£3,474£0£-3,673£-3,735-1.9214570
31/12/20£26,417£23,575£2,842£0£-15,905£-16,002-8.1219570
31/12/19£26,889£29,635£-2,746£0£-7,498£-7,600-3.1221573
31/12/18£26,092£24,725£1,367£0£981£9240.4224573
31/12/17£24,100£25,848£-1,748£0£-4,492£-4,514-2.12590
31/12/16£23,623£24,896£-1,273£0£-11,389£-11,434-5.52750
31/12/15£27,139£28,184£-1,045£15,557£7,033£6,98932740
31/12/14£36,297£27,666£8,631£15,687£-2,189£-2,233-12560
31/12/13£26,081£25,229£852£14,373£-6,016£-6,064-2.92370
31/12/12£25,514£25,149£365£14,535£-5,749£-5,793-2.82280
31/12/11£28,290£31,810£-3,520£18,252£-145£-193-0.12720
31/12/10£35,608£31,572£4,036£21,979£-11,339£-11,386-4.33040
31/12/09£40,601£41,283£-682£24,177£-22,941£-22,991-6.73040
31/12/08£40,459£40,912£-453£22,906£-4,622£-4,673-1.43080
31/12/07£18,042£17,569£473£1,198£-2,980£-3,030-2.13140
31/12/06£16,493£16,562£-69n/an/an/an/an/an/a
31/12/05£16,254£16,022£232n/an/an/an/an/an/a
31/12/04£13,513£12,843£670n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 16%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 53%
Liabilities/Income: 61%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 6.8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.6
Asset Split ?
Balance Sheet History
Established: 61 years

www.cipfa.org

customerservices@cipfa.org

02075435600

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Professional associations
How it operates
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Australia, Bangladesh, Botswana, Canada, China, Ireland, Italy, Kazakhstan, Lesotho, Malta, Northern Ireland, Scotland, Somalia, Switzerland, Tajikistan, Throughout England And Wales, Turks And Caicos Islands, United Arab Emirates, United States,
Who it helps
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (36)
Current Trustees appointed
Gender Split
Based on 32/36 persons

  • ADESOLA ADEPOJU CPFA, FCA Appointed: 2023
  • AMANDA DOWSE Appointed: 2023
  • AMY CROWSON Appointed: 2021
  • ANEIL JHUMAT Appointed: 2023
  • CAROL ANN CULLEY Appointed: 2021
  • CAROLINE AL-BEYERTY Appointed: 2021
  • CAROLINE RASSELL Appointed: 2020
  • DAVID BLAIR Appointed: 2023
  • DENNIS SKINNER Appointed: 2023
  • DONELLA STEEL Appointed: 2023
  • DR D JOYCE CHRISTINA DHARMARAJ Appointed: 2023
  • DR DEIRDRE BANE Appointed: 2021
  • GEOFFREY SIMPSON Appointed: 2021
  • HARDEV VIRDEE Appointed: 2021
  • HARRIOT WINFIELD Appointed: 2024
  • IAN OWEN Appointed: 2023
  • IAN WILLIAMS Appointed: 2021
  • JAMES DAFTER Appointed: 2023
  • JASON VAUGHAN Appointed: 2021
  • LEE OUTHWAITE Appointed: 2021, Occupation: Nhs Director
  • LEE YALE-HELMS Appointed: 2021
  • LESLIE MILNE Appointed: 2023
  • LIBBY MASON Appointed: 2024
  • LUKE SMITH Appointed: 2021
  • MARK MCBRIDE Appointed: 2021
  • MIKE NEWBURY Appointed: 2021
  • NADEEM DEAN Appointed: 2021
  • NAEEM AHMED Appointed: 2021
  • NINA PHILIPPIDIS Appointed: 2023
  • PETER GILLETT Appointed: 2021
  • PROFESSOR ILEANA STECCOLINI Appointed: 2023
  • PROFESSOR TOSHIHIKO ISHIHARA Appointed: 2023
  • REBECCA NELSON Appointed: 2023
  • SIR MARK LOWCOCK KCB Appointed: 2022
  • STEPHANIE DONALDSON Appointed: 2021
  • THERESA CHANNELL Appointed: 2023
Legal constitution
  • Charity registered in England & Wales on 13/04/1964, number: 231060
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
Filing Record
19 returns made; all on time
Main office

C I P F A
77 MANSELL STREET
LONDON
E1 8AN

Objectives

A) TO ADVANCE THE SCIENCE OF PUBLIC FINANCE AND OF ACCOUNTANCY AND COGNATE SUBJECTS AS APPLIED TO ALL OR ANY OF THE DUTIES IMPOSED UPON AND FUNCTIONS UNDERTAKEN BY PUBLIC SERVICE BODIES. B) TO PROMOTE PUBLIC EDUCATION THEREIN. C) TO PROMOTE AND TO PUBLISH THE RESULTS OF STUDIES AND RESEARCH WORK THEREIN AND IN RELATED SUBJECTS. D) TO ADVANCE AND PROMOTE CO-OPERATION BETWEEN ACCOUNTANCY BODIES IN ANY WAY; TO ADVANCE AND PROMOTE ANY SCHEME OR SCHEMES (HOWSOEVER CONSTITUTED) WHICH, AS ONE OR MORE OF THEIR OBJECTS, REVIEWS, REGULATES OR SUPPLEMENTS IN THE PUBLIC INTEREST THE ESTABLISHMENT OF STANDARDS BY, AND THE TRAINING, REGULATORY AND DISCIPLINARY ACTIVITIES AND PROCEDURES OF, ANY ONE OR MORE ACCOUNTANCY BODIES.

Data Sources

Charity Commission for England and Wales

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