Finance Score: -1

Governance Score: 3

Support Score: 4

Poor Liquidity: -1
Strong growth: +2
Deficit latest year: -2

Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 6

CITIZENS ADVICE WAVERLEY

To help people from all sectors of the Waverley Community to resolve their problems through the provision of high quality information, advice and advocacy.

Analysis by Giving is Great

Positives:

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 gender

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There has been a change of accounting period recently, so trends may be hard to determine
Income was lower than spending in the latest year

Established: 21 years

www.waverleycab.org.uk

finance@waverleycab.cabnet.org.uk

01483869599

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/05/23?		£1,300	£1,616	£-316	£0	£85	£0	n/a	35	137
31/03/22		£987	£959	£28	£1	£401	£168	2.1	34	145
31/03/21		£918	£762	£155	£0	£373	£159	2.5	32	114
31/03/20		£703	£630	£73	£5	£218	£129	2.5	15	137
31/03/19		£364	£341	£23	n/a	n/a	n/a	n/a	n/a	131
31/03/18		£361	£370	£-8	£0	£0	£0	n/a	0	0
31/03/17		£380	£419	£-38	£0	£0	£0	n/a	0	0
31/03/16		£484	£529	£-45	£0	£0	£0	n/a	0	0
31/03/15		£515	£461	£54	£2	£218	£114	3	10	0
31/03/14		£406	£387	£19	£0	£0	£0	n/a	0	0
31/03/13		£315	£331	£-16	£0	£0	£0	n/a	0	0
31/03/12		£370	£343	£28	£0	£0	£0	n/a	0	0
31/03/11		£399	£376	£24	£0	£0	£0	n/a	0	0
31/03/10		£380	£379	£0	£0	£0	£0	n/a	0	0
31/03/09		£333	£337	£-4	£0	£0	£0	n/a	0	0
31/03/08		£346	£360	£-14	£0	£0	£0	n/a	0	0
31/03/07?		£394	£405	£-11	£0	£0	£0	n/a	0	0
31/03/05		£201	£134	£67	£0	£0	£0	n/a	0	0
31/03/04	*	£118	£110	£8	£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: 59%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0

Asset Split ?

Listed activities

General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information

Where it operates

Surrey,

Who it helps

The General Public/Mankind

Who works here?

35 employees
137 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

Community Foundation for Surrey	£76,501
DCMS	£9,728
National Lottery Community Fund	£6,500

Specific Donations

Amount	When Months	To be used for
Community Foundation for Surrey - Creation of a District Wide Training Venue
£10,000	07/12/2022	Funding for refurbishment of a potential training venue to make it fit for purpose to become a new staff training facility.
Community Foundation for Surrey - Information and advice service to help people impacted by the cost-of-living crisis ‘
£9,138	24/10/2022	Funding towards the core costs of supporting, managing and training volunteers at a Citizens Advice service.
National Lottery Community Fund - Campaign to combat domestic abuse in South West Surrey
£6,500	04/02/2022	The funding will be used to launch a promotional campaign to raise awareness about domestic abuse and the related available services for vulnerable people. The project aims to highlight the harm ....more The funding will be used to launch a promotional campaign to raise awareness about domestic abuse and the related available services for vulnerable people. The project aims to highlight the harm caused by domestic abuse raise awareness of free advice provided and promote healthy relationships.
Community Foundation for Surrey - Specialist mental health counselling for adults and children affected by domestic abuse
£10,000	16/12/2021 12	Funding towards specialist mental health counselling for adult and children victims of domestic abuse.
Community Foundation for Surrey - Volunteer Co-ordinator Role
£9,100	21/07/2021 11	Funding towards the salary cost of a Volunteer Co-ordinator for a domestic abuse service that works within the Guildford and Waverley Boroughs.
DCMS - Coronavirus Community Support Fund
£9,728	07/09/2020	"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 "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."
Community Foundation for Surrey - A contribution towards core costs for a charity addressing domestic abuse in Waverley and Guildford
£7,000	04/08/2020 11	A contribution towards core costs for a charity addressing domestic abuse in Waverley and Guildford
Community Foundation for Surrey - COVID19 - Domestic abuse
£5,000	05/05/2020	Funding for a Domestic Abuse charity to support children as a result of the Covid-19 pandemic
Community Foundation for Surrey - Covid 19 Response - Advice and support
£4,759	17/04/2020	IT provision for a Citizen's Advice to offer support to people in Waverley during the Coronavirus pandemic
Community Foundation for Surrey - Systems implementation, training and staffing
£12,950	16/01/2020 14	Funding to implement a specialist IT system for case management.
Community Foundation for Surrey - South West Surrey Domestic Abuse Outreach Service
£8,554	15/07/2019 11	Staff costs for development of Citizens Advice Waverley’s working partnership with South West Surrey Domestic Abuse Outreach Team.
Community Foundation for Surrey - Operational costs of Citizens Advice Waverley
£10,000	27/06/2018 11	Core costs for the running of Citizens Advice Waverley.
National Lottery Community Fund - Transforming Advice Services for clients in Waverley
£255,565	19/04/2013 36	The aim of this new project will see Citizens Advice Waverley (CAW) the lead of a partnership of ten organisations develop a collaborative advice service to improve outcomes for beneficiaries and ....more The aim of this new project will see Citizens Advice Waverley (CAW) the lead of a partnership of ten organisations develop a collaborative advice service to improve outcomes for beneficiaries and local advice organisations in the predominantly rural district of Waverley. The project aims to develop more cost effective and flexible service delivery models to encompass provision via email, Skype, telephone, outreach and home visits and financial capability training for local social housing tenants.
National Lottery Community Fund - Expansion and improvement of the Citizens Advice service in Godalming
£10,000	12/08/2010 12	This voluntary group in Farnham will use funding to adapt a newly-aquired town centre premises. This will enable them to offer a significantly improved service, involving more volunteers, for the ....more This voluntary group in Farnham will use funding to adapt a newly-aquired town centre premises. This will enable them to offer a significantly improved service, involving more volunteers, for the local community.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees:

JONATHAN THOMAS PEPPER Appointed: 2017, Occupation: Retired

JANE ARMSTRONG Appointed: 2019, Occupation: Director Head Of Business Development, Other trusteeship: SOUTH WEST SURREY DOMESTIC ABUSE SERVICE,

JANE MOORE Appointed: 2015, Occupation: Solicitor

JANET EDWARDS Appointed: 2020

NIGEL MARTIN JEWKES Appointed: 2017, Occupation: Retired

RICHARD SMITH Appointed: 2022

SUE BRIGGS Appointed: 2019

Legal constitution

Charitable company registered in England & Wales on 05/08/2003, number: 1098859
Registered at Companies House on 07/07/2003, number: 04823693

Gift Aid

Registered with HMRC for Gift Aid

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from CITIZENS ADVICE SURREY on 04/02/2022

Main office

NEW MONTROSE HOUSE
36 BRIDGE STREET
GODALMING
SURREY
GU7 1HP

Objectives

THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY OF WAVERLEY AND THE SURROUNDING AREA ('THE AREA OF BENEFIT') BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS, INCLUDING BUT NOT LIMITED TO PROMOTION OF THE PROTECTION OF ADULTS AND CHILDREN WHO HAVE SUFFERED FROM OR ARE EXPOSED TO DOMESTIC VIOLENCE BY SUCH MEANS AS ARE CHARITABLE INCLUDING (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) THE PRESERVATION AND PROTECTION OF THEIR MENTAL AND PHYSICAL HEALTH, THE RELIEF OF NEED AND THE PROMOTION OF RESEARCH AND EDUCATION CONCERNING DOMESTIC VIOLENCE.

Defined Area of Benefit:

BOROUGH OF WAVERLEY AND THE SURROUNDING AREA

Data Sources