Citizens Advice Somerset

Registered charity 1054134 · accounts filings on the Charity Commission register · also known as SOUTH SOMERSET CAB, SOUTH SOMERSET CITIZENS ADVICE BUREAU

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Latest income
£2.3m
Latest spending
£2.2m
Registered
1996
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity generated a surplus of £55,666 for the year ended 31 March 2025, with total income of £2,268,514 and expenditure of £2,212,848. Per the trustees' report, free reserves after excluding fixed assets were £971,811, and after allowing for designated reserves, were £479,311, which is in line with the reserves target.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy
As at the year end, free reserves after excluding fixed assets, were £971,811, and after allowing for the designated reserves, were £479,311, which is in line the reserves target. — page 27
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Albert Goodman LLP. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£2.3m
Total spending
£2.2m
Reserves (reported)
£1.0m
Employees
71

Reported reserves equal ~5.5 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Register events

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Somerset

Income and spending

Financial year endIncomeSpending
31/03/2025£2.3m£2.2m
31/03/2024£2.4m£3.0m
31/03/2023£950k£894k
31/03/2022£1.0m£952k
31/03/2021£881k£797k

Common questions

Is Citizens Advice Somerset financially healthy?

The accounts state that the charity generated a surplus of £55,666 for the year ended 31 March 2025, with total income of £2,268,514 and expenditure of £2,212,848. Per the trustees' report, free reserves after excluding fixed assets were £971,811, and after allowing for designated reserves, were £479,311, which is in line with the reserves target. Its FY2025 accounts were audited by Albert Goodman LLP.