Finance Score: 1

Governance Score: 3

Support Score: 3

Reasonable growth: +1

Good trustee age range: +3
Dynamic board: +3
All male board: -3

Grant maker support: +3

Overall GiG Score: 7

CITIZENS ADVICE SOUTH WEST SURREY

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:

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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely male
Over half the Board have joined recently

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		£722	£709	£13	£0	£580	£526	8.9	24	45
31/03/22		£694	£508	£186	£0	£567	£534	12.6	17	58
31/03/21		£438	£365	£74	n/a	n/a	n/a	n/a	n/a	64
31/03/20		£376	£353	£23	n/a	n/a	n/a	n/a	n/a	47
31/03/19		£372	£371	£1	n/a	n/a	n/a	n/a	n/a	45
31/03/18		£385	£408	£-23	£0	£0	£0	n/a	0	0
31/03/17		£409	£486	£-77	£0	£0	£0	n/a	0	0
31/03/16		£555	£522	£33	£0	£383	£312	7.2	11	0
31/03/15		£512	£476	£35	£13	£350	£245	6.2	11	0
31/03/14		£517	£402	£115	£12	£314	£213	6.4	9	0
31/03/13		£415	£348	£67	£0	£0	£0	n/a	0	0
31/03/12		£367	£357	£10	£0	£0	£0	n/a	0	0
31/03/11		£416	£409	£7	£0	£0	£0	n/a	0	0
31/03/10		£397	£393	£4	£0	£0	£0	n/a	0	0
31/03/09	*	£414	£398	£16	£0	£0	£0	n/a	0	0
31/03/08		£350	£350	£1	£0	£0	£0	n/a	0	0
31/03/07		£335	£341	£-6	£0	£0	£0	n/a	0	0
31/03/06	*	£322	£302	£20	£0	£0	£0	n/a	0	0
31/03/05		£293	£288	£5	£0	£0	£0	n/a	0	0
31/03/04		£319	£291	£28	£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: 18%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 8.9 months
Net Current Assets/Spending: 10 months
Quick Ratio: 5.2

Asset Split ?

Established: 27 years

www.casws.org.uk

advice@ca-ga.org.uk

0808 2787888

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

Surrey,

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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Citizens Advice Guildford and Ash
£2,970	21/10/2023	More than ever people are turning to Citizens Advice for help – whether that's accessing benefits, managing debts or sorting energy bills. We're looking to train more volunteers and need your help.
Community Foundation for Surrey - Merger - Citizens Advice
£10,000	07/02/2023	Funding to carry out detailed due diligence and a business case for the possible merger of Citizens Advice Waverley with Guildford.
Community Foundation for Surrey - Advice and training supervisor
£10,000	12/10/2022	Funding is towards the salary of a fulltime CAB supervisor to increase capacity to support more clients including those with mental health issues.
Community Foundation for Surrey - Funding for a new Mental Health Case Worker to support people with mental health and other complex needs in the Borough of Guildford
£20,000	07/05/2021 11	Funding for a new Mental Health Case Worker to support people with mental health and other complex needs in the Borough of Guildford
Community Foundation for Surrey - COVID19 - Advice and support
£25,000	16/02/2021	Funding toward a salary for a case worker, for an organisation, based in Guildford, that offers free and impartial advice during the COVID-19 pandemic.
Community Foundation for Surrey - COVID19 - Advice and support
£3,735	23/07/2020	Funding for a telephone and IT equipment to allow a Citizens Advice service to provide remote services amid the COVID19 pandemic
National Lottery Community Fund - Guildford Advice Services - GAS
£258,506	19/04/2013 24	The aim of this project is to build greater understanding, collaboration, and sustainable integrated processes for advice services in the Guildford area. It will also improve access to advice and ....more The aim of this project is to build greater understanding, collaboration, and sustainable integrated processes for advice services in the Guildford area. It will also improve access to advice and support services dealing with employment, welfare, debt and housing.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 28-71

ALEX KUNDERT Appointed: 2024, Occupation: Chartered Accountant

GEORGE ANTHONY RUSHTON Appointed: 2020, Occupation: Retired, Other trusteeship: HURSTPIERPOINT COLLEGE LIMITED,

JOHN TONKS Appointed: 2022, Occupation: It Director, Other trusteeship: ASH AND DISTRICT LOCAL HISTORY MUSEUM SOCIETY,

NORMAN DOUGLAS WREN Appointed: 2019, Occupation: Retired

PAUL JARRETT Appointed: 2017, Occupation: Trustee

RICHARD JAMES SMITH Appointed: 2023, Occupation: Retired

ROBERT LANYON Appointed: 2024, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 05/03/1997, number: 1061067
Registered at Companies House on 02/10/1996, number: 03258272

Gift Aid

Registered with HMRC for Gift Aid

Event History

04/02/2022 - Asset transfer in from CITIZENS ADVICE SURREY
03/01/2023 - Asset transfer in from ASH CITIZENS ADVICE BUREAU
16/05/2024 - Asset transfer in from CITIZENS ADVICE WAVERLEY

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment 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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR09: 1 days late, AR06: 1 days late,

Recent reorganisation events:

Asset transfer in from CITIZENS ADVICE SURREY on 04/02/2022
Asset transfer in from ASH CITIZENS ADVICE BUREAU on 03/01/2023
Asset transfer in from CITIZENS ADVICE WAVERLEY on 16/05/2024

Main office

15-21 HAYDON PLACE
GUILDFORD
SURREY
GU1 4LL

Objectives

The charity’s objects (‘Objects’) are specifically: 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 Guildford and surrounding areas.

Defined Area of Benefit:

AREA OF GUILDFORD

Data Sources