Finance Score: 0

Governance Score: 5

Support Score: 5

No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 10

SHERWOOD & NEWARK CITIZENS ADVICE BUREAU

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:

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:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	£498	£442	£56	n/a	n/a	n/a	n/a	n/a	21
31/03/22	£409	£386	£23	n/a	n/a	n/a	n/a	n/a	24
31/03/21	£395	£359	£36	n/a	n/a	n/a	n/a	n/a	30
31/03/20	£329	£341	£-12	n/a	n/a	n/a	n/a	n/a	29
31/03/19	£318	£330	£-12	n/a	n/a	n/a	n/a	n/a	31
31/03/18	£315	£366	£-51	£0	£0	£0	n/a	0	0
31/03/17	£294	£342	£-48	£0	£0	£0	n/a	0	0
31/03/16	£400	£400	£0	£0	£0	£0	n/a	0	0
31/03/15	£437	£422	£15	£0	£0	£0	n/a	0	0
31/03/14	£386	£367	£19	£0	£0	£0	n/a	0	0
31/03/13	£328	£343	£-15	£0	£0	£0	n/a	0	0
31/03/12	£340	£343	£-3	£0	£0	£0	n/a	0	0
31/03/11	£345	£339	£6	£0	£0	£0	n/a	0	0
31/03/10	£367	£334	£33	£0	£0	£0	n/a	0	0
31/03/09	£281	£281	£0	£0	£0	£0	n/a	0	0
31/03/08	£267	£255	£12	£0	£0	£0	n/a	0	0
31/03/07	£247	£271	£-24	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 18 years

www.citizensadvice.org.uk

jackieinsley@sn-ca.org.uk

01623 861769

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information

Where it operates

Nottinghamshire,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
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.

Major supporters in last 5 years

Access to Justice Foundation	£66,566
DCMS	£9,990
Co-Operative Group	£8,798
The Coalfields Regeneration Trust	£500

Specific Donations

Amount	When Months	To be used for
The Coalfields Regeneration Trust - Citizens Advice Sherwood & Newark
£500	24/03/2023	The funding is for a contribution to energy costs.
Access to Justice Foundation - Help Accessing Legal Support (HALS)
£37,500	13/09/2022	Help Accessing Legal Support (HALS) is a programme of The Access to Justice Foundation with the Ministry of Justice. We are working with organisations to sustain and improve access to early social ....more Help Accessing Legal Support (HALS) is a programme of The Access to Justice Foundation with the Ministry of Justice. We are working with organisations to sustain and improve access to early social welfare and family legal advice, to enable users to resolve these problems as early as possible and avoid the need for court or tribunal proceedings where possible. Where court or tribunal proceedings are needed, we expect the grant will provide the support needed to help people manage their way through the process effectively. A key feature of this programme is expected to focus on helping us all understand what works better in terms of service delivery and also to help make the case for future investment in this work.
Access to Justice Foundation - Improving Outcomes Through Legal Support (IOTLS) grant
£29,066	23/05/2022	The funding programme aims to support organisations working to sustain and improve access to early social welfare and family legal support and advice, to enable users to resolve these problems as ....more The funding programme aims to support organisations working to sustain and improve access to early social welfare and family legal support and advice, to enable users to resolve these problems as early as possible and avoid the need for court or tribunal proceedings where possible. Where court or tribunal proceedings are needed, we expect the grant to provide the support needed to help people navigate the process effectively, including where support to prepare for court and at court is required.
DCMS - Coronavirus Community Support Fund
£9,990	08/10/2020	"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."
Co-Operative Group - Grant to Citizens Advice Sherwood & Newark
£8,798	15/11/2019	We want to train volunteer advisers to support people with mental health problems, by offering advice at a time when they need it most.
National Lottery Community Fund - Newark & Sherwood Advice HUB
£341,404	19/04/2013 24	The aim of this new project is for Ollerton and District Citizens Advice Bureau (OCAB) to increase the ability in Newark and Sherwood District Council (NSDC) area to meet the increasing need for ....more The aim of this new project is for Ollerton and District Citizens Advice Bureau (OCAB) to increase the ability in Newark and Sherwood District Council (NSDC) area to meet the increasing need for advice and information in wards of disadvantage and deprivation which are predominantly rural.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-92

BENJAMIN WELLS Appointed: 2005, Occupation: Retired, Other trusteeship: THE WELLOW MEMORIAL HALL,

DAVID SMITH Appointed: 2017, Occupation: Accountant, Other trusteeship: Citizens Advice Central Nottinghamshire,

GEOFF GADIE Appointed: 2021, Occupation: Retired

MICHELLE STOREY Appointed: 2022, Occupation: Solicitor

MIKE BERRINGTON (Chair) Appointed: 2021, Occupation: Retired, Other trusteeship: Citizens Advice Central Nottinghamshire,

MIKE PRINGLE Appointed: 2016, Occupation: Councillor

Legal constitution

Charitable company registered in England & Wales on 06/02/2006, number: 1112930
Registered at Companies House on 16/12/2005, number: 05656961

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

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

Filing Record

17 returns made; all on time

Main office

5 FOREST COURT
FOREST ROAD
NEW OLLERTON
NEWARK
NOTTINGHAMSHIRE
NG22 9PL

Objectives

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

Defined Area of Benefit:

OLLERTON AND SURROUNDING AREAS

Data Sources