Finance Score: 3

Governance Score: 8

Support Score: 11

Good reserves management: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +11

Overall GiG Score: 22

SHEFFIELD CITIZENS ADVICE AND LAW CENTRE

Citizens Advice Bureau and Law Centre

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Established: 11 years

www.citizensadvicesheffield.org.uk

governance@sheffieldcitizensadvice.org.uk

08082787820

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	£4,528	£4,421	£106	£0	£1,868	£1,732	4.7	153	25
31/03/22	£4,790	£4,574	£216	£0	£1,762	£1,648	4.3	170	30
31/03/21	£4,856	£4,790	£66	£0	£1,546	£1,458	3.7	171	30
31/03/20	£4,954	£4,670	£284	£0	£1,480	£1,405	3.6	169	130
31/03/19	£4,111	£3,983	£129	£0	£1,196	£1,154	3.5	147	130
31/03/18	£3,698	£3,777	£-79	£0	£1,067	£1,035	3.3	146	0
31/03/17	£3,625	£3,873	£-247	£0	£1,146	£1,033	3.2	163	0
31/03/16	£3,758	£3,532	£226	£0	£1,394	£1,188	4	130	0
31/03/15	£3,273	£3,491	£-218	£24	£1,201	£1,079	3.7	93	0
31/03/14	£1,601	£1,624	£-23	£6	£1,419	£1,243	9.2	90	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: 17%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 4.7 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.7

Asset Split ?

Listed activities

Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Sheffield City,

Who it helps

The General Public/Mankind

Who works here?

153 employees
25 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

Access to Justice Foundation	£614,672
Three Guineas Trust	£145,699
DCMS	£79,544

Specific Donations

Amount	When Months	To be used for
Three Guineas Trust - Recruit additional advice worker to support disabled people to understand and access their rights
£145,699	27/03/2024	Recruit an additional advice worker to support disabled people to understand and access their rights and entitlements.
Access to Justice Foundation - Improving Lives Through Advice Grant
£500,000	01/03/2024	The Improving Lives Through Advice programme is made possible by a £30 million grant from The National Lottery Community Fund, thanks to National Lottery players. Working in partnership with the ....more The Improving Lives Through Advice programme is made possible by a £30 million grant from The National Lottery Community Fund, thanks to National Lottery players. Working in partnership with the largest community funder in the UK, the Improving Lives Through Advice programme will ensure continued access to specialist social welfare legal advice to some of the most marginalised communities in England. This funding programme aims to transform lives, address systemic issues, and empower individuals, families, and communities in need by funding organisations working at the frontline. The programme will also fund organisations embedded within communities, recognising the role they often play in providing inclusive, trusted spaces supporting individuals, families, and communities to access advice services when they need it most.
Access to Justice Foundation - Community Justice Fund Wave Three
£14,672	22/11/2022	Wave three of the Community Justice Fund aims to support organisations delivering social welfare advice services to people most impacted by the cost-of-living crisis.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£50,000	09/08/2021	A flexible grant as part of wave 2 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID49
DCMS - Coronavirus Community Support Fund
£79,544	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 "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."
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£50,000	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
Community Foundation Tyne & Wear & Nthmbrlnd - Energy Advice for the Deaf Community
£8,423	09/03/2018	Energy Advice for the Deaf Community
National Lottery Community Fund - DEaF – Deaf Empowerment and Fairness
£309,622	16/02/2018 36	The group will provide advice services for people who are deaf, as well as providing support with digital services, and working with local organisations to improve the knowledge and understanding of ....more The group will provide advice services for people who are deaf, as well as providing support with digital services, and working with local organisations to improve the knowledge and understanding of the issues that exist for people who are deaf. This will improve the skills, independence and opportunities for deaf people.
National Lottery Community Fund - Advice and Food Banks - making a difference to people in food poverty
£370,613	16/12/2015 48	This is an expansion of a project aiming to support disadvantaged people who use food banks by providing expert information and tailored advice. This will be delivered at six food banks located in ....more This is an expansion of a project aiming to support disadvantaged people who use food banks by providing expert information and tailored advice. This will be delivered at six food banks located in some of the most deprived areas of the city and include issues like debt, housing, employment and low pay. This could range from one-off advice to extensive casework and legal representation. ICT hubs will also be installed at food banks across the city to help people access services and fill out forms online.
National Lottery Community Fund - Vulnerable Peoples Project
£465,526	20/08/2014 36	Not Available
National Lottery Community Fund - Brass Tactics
£643,125	20/08/2014 36	Not Available
National Lottery Community Fund - Reaching the Deaf Community
£245,373	15/06/2014 36	Not Available
National Lottery Community Fund - Advice Sheffield - integrated advice service for local people
£249,111	13/02/2014 24	Advice Sheffield - integrated advice service for local people

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-69

ALISTAIR MICHAEL DINHAM GRIGGS Appointed: 2013, Occupation: Freelance Consultant

DAVID JAMES SOLLITT Appointed: 2020, Occupation: Im Asset Manager

DEBORAH JANE MATHEWS (Chair) Appointed: 2023, Occupation: Director, Other trusteeship: VICTORIA COMMUNITY ENTERPRISE LIMITED,

GREGORY NORMAN WATTS Appointed: 2020, Occupation: Lecturer

HILARY JANE DAWSON B.ED Appointed: 2013

HELEN STEERS Appointed: 2018, Occupation: None

KAREN ESCOTT Appointed: 2020, Occupation: Retired

LYNSEY THERESA GOLLAND Appointed: 2022, Occupation: Senior Manager

MARK YEHUDAH GAMSU Appointed: 2013, Occupation: Freelance Consultant

MARK SMITH Appointed: 2016, Occupation: Doncaster Chamber, Other trusteeship: ROTHERHAM SAMARITANS,

MOHAMMAD SHADIQUE RAJJAQUE Appointed: 2023, Occupation: Academic

NEAL SOUTHWICK Appointed: 2022, Occupation: Head Of Financial Inclusion

REBECCA VICTORIA MORCOS Appointed: 2022, Occupation: Senior Paralegal

SHEILA ROBINSON Appointed: 2018, Occupation: Lay Member, Employment Tribunals, Hmcts

Legal constitution

Charitable company registered in England & Wales on 07/08/2013, number: 1153277
Registered at Companies House on 19/07/2013, number: 08616847

Gift Aid

Registered with HMRC for Gift Aid

Event History

11/10/2013 - Asset transfer in from TINSLEY ADVICE SERVICE
30/10/2013 - Asset transfer in from SHEFFIELD MENTAL HEALTH CITIZENS ADVICE BUREAU LIMITED
21/03/2014 - Asset transfer in from SHEFFIELD LAW CENTRE
01/07/2014 - Asset transfer in from SOUTH EAST SHEFFIELD CITIZENS ADVICE BUREAU
04/07/2014 - Asset transfer in from DEAF ADVICE SERVICE SHEFFIELD
07/07/2014 - Asset transfer in from PITSMOOR CITIZENS ADVICE BUREAU LTD
08/07/2014 - Asset transfer in from FIRTH PARK ADVICE CENTRE
29/08/2014 - Asset transfer in from FOXHILL AND PARSON CROSS ADVICE SERVICE
03/11/2014 - Asset transfer in from HILLSBOROUGH AND AREA ADVICE SERVICE
14/11/2014 - Asset transfer in from SHEAF CITIZENS ADVICE BUREAU
17/11/2014 - Asset transfer in from COMMUNITY LEGAL ADVICE SERVICE FOR SOUTH YORKSHIRE LTD
21/04/2015 - Asset transfer in from SHEFFIELD CITIZENS ADVICE BUREAUX DEBT SUPPORT UNIT

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
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

10 returns made; all on time

Main office

Management Team Office
The Circle
33 Rockingham Lane
Sheffield
S1 4FW

Objectives

THE CHARITY'S OBJECTS ARE;2.1 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 SHEFFIELD AND SURROUNDING AREAS (THE AREA OF BENEFIT), AND IN PARTICULAR BUT NOT LIMITED TO THOSE WHO ARE SOCIALLY AND/OR ECONOMICALLY DISADVANTAGED. 2.2 TO RELIEVE CHARITABLE NEED BY THE PROVISION OF LEGAL ADVICE, ASSISTANCE AND REPRESENTATION AND ALL OTHER SERVICES IN OR IN CONNECTION WITH OR INCIDENTAL TO ANY NON-CONTENTIOUS BUSINESS AND IN THE PROSECUTION, DEFENDING, COMPROMISING AND SETTLING OF ANY CIVIL, CRIMINAL, MATRIMONIAL AND ADMINISTRATIVE CAUSES, CLAIMS, INTERESTS, SUITS, AND APPEALS IN ENGLAND OR WALES AND THE EUROPEAN COURTS ON HUMAN RIGHTS;2.3 TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF MENTAL HEALTH SERVICE USERS, THEIR CARERS AND WORKERS, IN PARTICULAR BUT NOT EXCLUSIVELY IN THE AREA OF BENEFIT, BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS;2.4 TO RELIEVE THOSE PERSONS WHO ARE DEAF OR HEARING IMPAIRED, IN PARTICULAR BUT NOT EXCLUSIVELY, BY PROVIDING A FREE, CONFIDENTIAL AND ACCESSIBLE ADVICE AND INFORMATION SERVICE AND TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT INTO THE PROBLEMS ENCOUNTERED BY THOSE PERSONS WHO ARE DEAF OR HEARING IMPAIRED AND INTO THE NEEDS OF SUCH PERSONS.

Data Sources