Finance Score: 5
Governance Score: 9
Support Score: 11
  • Good reserves management: +3
  • Strong growth: +2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +11
Overall GiG Score: 25 ?

CITIZENS ADVICE SOMERSET 

Citizens Advice Somerset aims to ensure that everyone has somewhere trusted to turn to for help and advice. Our services empower people and advocate for social change. We enable clients to act early to prevent a problem becoming a long term issue, address those critical issues and crisis that affect their lives and to tackle the underlying causes of inequality, financial distress and injustice
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 years
  • 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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently
Established: 28 years

www.citizensadvicesomerset.org.uk

admin@citizensadvicesouthsomerset.org.uk

01935847661

Charity Commission for England and WalesCompanies House
UN SDGs
?

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£950£894£55£0£462£4185.63136
31/03/22£1,040£952£89£0£406£4065.13226
31/03/21£881£797£84£0£317£3174.83229
31/03/20£539£534£6£0£233£2315.22250
31/03/19£573£544£30£0£227£22552250
31/03/18£520£512£7£0£197£1964.6200
31/03/17£486£511£-25£0£0£0n/a00
31/03/16£580£553£27£0£215£2134.6210
31/03/15£621£601£19£27£188£1783.6180
31/03/14£541£518£23£23£168£1603.7160
31/03/13£479£524£-45£0£0£0n/a00
31/03/12£458£402£57£0£0£0n/a00
31/03/11£423£403£20£0£0£0n/a00
31/03/10£393£438£-45£0£0£0n/a00
31/03/09£346£353£-6£0£0£0n/a00
31/03/08£334£323£10£0£0£0n/a00
31/03/07£288£320£-32£0£0£0n/a00
31/03/06£316£328£-12£0£0£0n/a00
31/03/05£341£328£13£0£0£0n/a00
31/03/04£307£269£38£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 41%
Liabilities/Income: 34%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 5.6 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.2
Asset Split ?
Listed activities
  • Accommodation/Housing
  • Disability
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
How it operates
  • Makes Grants to Individuals
  • Other charitable activities
  • Provides advocacy/advice/information
Where it operates
  • Somerset,
Who it helps
  • The General Public/Mankind
Who works here?
  • 31 employees
  • 36 volunteers

Who's supporting 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
Henry Smith Charity£224,100
Quartet Community Foundation£112,691
Somerset Community Foundation£107,313
Access to Justice Foundation£54,022
DCMS£34,334
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Citizens Advice South Somerset
£21,450 01/06/2023
As directed by the donor towards debt advice.
Quartet Community Foundation - Grant to Citizens Advice South Somerset
£29,801 10/01/2023
As directed by the donor towards debt advice.
Somerset Community Foundation - Providing direct financial support to help older people stay warm over the winter
£6,700 27/10/2022
Grant to Citizens Advice South Somerset
Quartet Community Foundation - Grant to Citizens Advice South Somerset
£26,640 01/06/2022
As directed by the donor towards debt advice.
Somerset Community Foundation - Advice services to support people affected by the cost of living crisis
£30,000 10/05/2022
Advice services to support people affected by the cost of living crisis
Henry Smith Charity - Grant to Citizens Advice South Somerset
£97,300 11/03/2022
36
towards three years' salary of a Specialist Vulnerable Clients Welfare Caseworker at a project providing advice and support for people with complex needs, as a result of the COVID-19 pandemic, in ....more
Somerset Community Foundation - Surviving Winter - small grants to help older people stay warm this winter
£9,275 29/10/2021
Surviving Winter - small grants to help older people stay warm this winter
Quartet Community Foundation - Grant to Citizens Advice South Somerset
£17,400 10/06/2021
As directed by the donor towards debt advice.
Somerset Community Foundation - Core running costs of a volunteer advice service
£30,000 15/03/2021
11
Grant to Citizens Advice South Somerset
Somerset Community Foundation - Surviving Winter 2020/21
£13,795 18/12/2020
2
Small grants to help older people stay warm in winter
DCMS - Coronavirus Community Support Fund
£34,334 29/09/2020
"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
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£54,022 19/08/2020
A flexible grant as part of wave 1 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID19
Somerset Community Foundation - COVID19 Protective equipment for face-to-face advice sessions
£3,550 26/06/2020
2
COVID19 - Protective screens to protect staff and clients in face to face appointments.
Quartet Community Foundation - Grant to Citizens Advice South Somerset
£17,400 18/06/2020
As advised by donor
Somerset Community Foundation - COVID19 Somerset Single Access Poinrt Scheme and Advice Videos
£9,000 22/05/2020
2
Somerset Single Access Poinrt Scheme and advice videos during coronavirus
Henry Smith Charity - Grant to Citizens Advice South Somerset
£126,800 10/12/2019
36
towards three years' project costs of the 'Assist Advice Pathway', providing support to people in recovery or living with severe mental ill health in South Somerset
Somerset Community Foundation - Developing an Older Person's Advice Pathway
£4,993 23/09/2019
11
Developing an older person's Advice Pathway
Somerset Community Foundation - Surviving Winter 2018/19
£14,500 06/12/2018
3
Small grants to help older people stay warm in winter
Lloyds Bank Foundation - Grant to CAB - South Somerset
£15,000 18/04/2018
12
To fund a pilot project to support clients with mental issues who are making the transition from acute care to recovery in the community and to embed a new outcomes framework.
Somerset Community Foundation - Assist
£4,597 09/03/2018
11
Support for those with mental health and debt needs.
Somerset Community Foundation - Surviving Winter 2017/18
£16,500 07/12/2017
Small grants to help older people stay warm in winter.
National Lottery Community Fund - Ask 24 Young People's Peer Advisers'
£9,765 15/11/2017
12
The funding will be used to recruit and train a group of peer advisors, who will provide support to young people who need legal advice about issues such as employment, tenancies and other contractual ....more
Somerset Community Foundation - Surviving Winter 2016/17
£8,625 12/12/2016
8
Small grants to help older people stay warm in winter.
National Lottery Community Fund - South Somerset Alliance
£341,057 19/04/2013
36
The aim of this new project will see South Somerset Citizens Advice Bureau (SSCAB) as the lead of a seven organisation partnership to create new ways of accessing advice and better referral processes ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 9/11 persons

Age Range of Trustees: 37-76
  • BARRY O'LEARY (Chair) Appointed: 2023, Occupation: Financial Planner
  • JO HUMBLE Appointed: 2020, Occupation: Local Government Officer
  • LIN COUSINS Appointed: 2019, Occupation: Planning Consultant
Legal constitution
  • Charitable company registered in England & Wales on 28/03/1996, number: 1054134
  • Registered at Companies House on 15/03/1996, number: 03173414
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • 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
20 returns made; all on time
Main office

Lower Ground Floor
Petters House
Petters Way
Yeovil
BA20 1SH

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN THE LOCAL AREA(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:

LOCAL AREA.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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