Finance Score: 5

Governance Score: 9

Support Score: 3

Good reserves management: +3
Strong growth: +2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 17

CITIZENS ADVICE IN WEST SUSSEX (NORTH, SOUTH, EAST)

To provide the advice people need for the problems they face. To improve the policies and practices that affect peoples lives.

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:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Established: 17 years

https://www.advicewestsussex.org.uk

busres@westsussexcab.org.uk

01403261916

Charity Commission for England and Wales

Tweets

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	£2,345	£2,274	£71	£0	£1,185	£987	5.2	75	233
31/03/22	£2,163	£1,945	£218	£0	£1,114	£960	5.9	74	150
31/03/21	£1,831	£1,614	£217	£0	£896	£872	6.5	52	270
31/03/20	£1,494	£1,355	£140	£0	£679	£677	6	44	294
31/03/19	£1,230	£1,283	£-53	£19	£540	£537	5	38	263
31/03/18	£1,122	£1,114	£7	£21	£593	£593	6.4	39	0
31/03/17	£1,212	£1,293	£-81	£12	£585	£585	5.4	45	0
31/03/16	£1,466	£1,370	£97	£15	£667	£467	4.1	48	0
31/03/15	£1,489	£1,402	£87	£9	£570	£567	4.9	35	0
31/03/14	£1,666	£1,571	£95	£8	£483	£460	3.5	42	0
31/03/13	£1,489	£1,544	£-54	£1	£388	£374	2.9	45	0
31/03/12	£1,348	£1,348	£0	£5	£442	£414	3.7	46	0
31/03/11	£1,094	£1,229	£-136	£2	£361	£339	3.3	36	0
31/03/10	£893	£828	£64	£0	£497	£461	6.7	35	0
31/03/09	£431	£416	£15	£0	£0	£0	n/a	0	0
31/03/08	£474	£323	£151	£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: 25%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 5.2 months
Net Current Assets/Spending: 6 months
Quick Ratio: 1.3

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
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

West Sussex,

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 works here?

75 employees
233 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.

Specific Donations

Amount	When Months	To be used for
Sussex Community Foundation - Mid Sussex Community Champions/ Citizens Advice in West Sussex
£9,800	25/02/2022	Funding was provided to enable them to continue to run their Community Champions network and to create a platform which will become a central point of contact.
Sussex Community Foundation - Crawley Community Money Advice
£10,000	25/02/2022	Funding was provided to continue their Crawley Community Money Advice project which launched in January 2021.
National Lottery Community Fund - Crawley Connects
£496,284	01/10/2018 60	The Crawley Connects Project will bring together CASSCA, Citizens Advice North and West Kent (CANWK) and Safe in Sussex to deliver immigration, benefits and domestic abuse advice to isolated and less ....more The Crawley Connects Project will bring together CASSCA, Citizens Advice North and West Kent (CANWK) and Safe in Sussex to deliver immigration, benefits and domestic abuse advice to isolated and less established migrant communities in Crawley.
Sussex Community Foundation - Grant to Central and South Sussex Citizens Advice Bureau
£5,000	16/03/2018 11	CASSCA provides free, confidential, impartial advice to people in need in West Sussex. Funding was provided towards the salary costs for two project workers.
Sussex Community Foundation - Grant to Central and South Sussex Citizens Advice Bureau
£30,000	17/11/2017	CASSCA provides free, confidential, impartial advice to people in need in West Sussex. Funding was provided towards core costs.
National Lottery Community Fund - Community Expansion and Outreach Project
£10,000	10/05/2017 12	This project will purchase a range of laptops and tablets to develop and expand their current outreach work. This will enable advisors to work from a range of locations and better support the needs ....more This project will purchase a range of laptops and tablets to develop and expand their current outreach work. This will enable advisors to work from a range of locations and better support the needs of the local community who require guidance and support.
Sussex Community Foundation - Grant to Central and South Sussex Citizens Advice Bureau
£10,000	13/04/2017	CASSCA provides free, confidential, impartial advice to people in need in West Sussex. Funding was provided to employ a debt caseworker, to work with people at risk of losing their homes through rent ....more CASSCA provides free, confidential, impartial advice to people in need in West Sussex. Funding was provided to employ a debt caseworker, to work with people at risk of losing their homes through rent arrears or mortgage debt.
National Lottery Community Fund - CaSSCAB Training and Development
£10,000	03/09/2014 12	Not Available
National Lottery Community Fund - Right Time, Right Place - Advice When and Where You Need It
£348,580	25/04/2013 24	This aim of this new project is to make the local advice network more robust and sustainable and to improve the quality and effectiveness of the advice provided. The project will cover the local ....more This aim of this new project is to make the local advice network more robust and sustainable and to improve the quality and effectiveness of the advice provided. The project will cover the local authority areas of Worthing and Adur. Led by Central and South Sussex CAB, it will ensure that the quality of advice services in the area is consistently high, by identifying the training needs of partner organisations and training their staff to a specialist level within a national CAB accredited framework.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 24-74

ALEX ROSS Appointed: 2021, Occupation: Associate Director, Emea, Corporate Communications

AMIR PAZ-FUCHS Appointed: 2022

ANTHONY BOOK Appointed: 2020, Occupation: Retired

DR IRENE CAMPBELL Appointed: 2016, Occupation: Freelance

HANNAH FREEMAN Appointed: 2022, Occupation: Legal Secretary

IAN BRETMAN (Chair) Appointed: 2022, Occupation: Non-Executive Director

LESLIE BUCKETT Appointed: 2023, Occupation: Retired

MIKE JONES Appointed: 2019, Occupation: Retired

NICK CLAY Appointed: 2018, Occupation: Chartered Accountant

SARAH TROWBRIDGE Appointed: 2016, Occupation: Retail Management

Legal constitution

Charitable company registered in England & Wales on 07/11/2006, number: 1116660
Registered at Companies House on 01/09/2005, number: 05551406

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

10/01/2013 - Asset transfer in from ADUR AND WORTHING CITIZENS ADVICE BUREAU
25/06/2013 - Asset transfer in from MID SUSSEX CITIZENS ADVICE BUREAUX

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
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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

16 returns made; all on time

Main office

Citizens Advice Bureau
Lower Tanbridge Way
HORSHAM
West Sussex
RH12 1PJ

Objectives

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

Defined Area of Benefit:

HORSHAM DISTRICT AND SURROUNDING AREAS

Data Sources