NORTH WARWICKSHIRE CITIZENS ADVICE BUREAU
Provision of a free, impartial service of guidance and support, making responsible use of the experience so gained.
Objects
THE CHARITY’S OBJECTS ARE 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 NORTH WARWICKSHIRE AND SURROUNDING AREAS AND PERSONS CONTACTING THE BUREAU BY TELEPHONE OR ELECTRONIC MEANS.?
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves of £440,080 are safely above the minimum set out in the current reserves policy, which targets six months' forecast operating costs. The trustees consider that the charity has adequate resources to maintain its ongoing work, although this is dependent on continued support from key grant funders. Total income rose to £540,748, resulting in a net income of £101,821 for the year.
What the accounts disclose
“The Charity’s policy is that its General Reserves should exceed the aggregate of six months’ forecast operating costs; and a realistic estimate of exceptional expenditure which could occur in the following 12 months.” — page 21
“The validity of this assumption is dependent upon the continuance of support from the Charitable Company's key grant funders and in response to the progress made by the Charitable Company in pursuing a viable budget including the obtaining of further grants and other funds.”
Policies the charity declares
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 19
- Government income: £188,666 — grants £188,666 (2); 35% of the £540,748 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 18
- Government income: £88,696 — grants £88,696 (2); 20% of the £448,707 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 22
- Government income: £88,196 — grants £88,196 (2); 29% of the £299,949 total gross income on the same return
Corporate structure
- Registered company of the charity Companies House 05154555
Funders the charity credits
- Cadent
Company officers (Companies House)
- NAND, Sunil on trustee list
- RIDLEY, Davina Mary on trustee list
- JAMES, Jemma on trustee list
- SCOTT, Graham Russell on trustee list
- WATSON, Christopher Stephen on trustee list
- GORDON, Ian Thomas on trustee list
- HUMPHREYS, Marian on trustee list
- MINETT, Roger John on trustee list
- TEAGUE, Lorraine on trustee list
- VERRALL, Lorraine Edith Elizabeth
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Dr Roger Minettchair
- Christopher Stephen Watson
- Davina Mary Ridley
- GRAHAM RUSSELL SCOTT
- Ian Thomas Gordon
- Jemma James
- LORRAINE TEAGUE
- Marian Humphreys
- Sunil Nand
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £541k | £439k |
| 31/03/2024 | £449k | £352k |
| 31/03/2023 | £300k | £301k |
| 31/03/2022 | £313k | £266k |
| 31/03/2021 | £284k | £198k |
Common questions
Is NORTH WARWICKSHIRE CITIZENS ADVICE BUREAU financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves of £440,080 are safely above the minimum set out in the current reserves policy, which targets six months' forecast operating costs. The trustees consider that the charity has adequate resources to maintain its ongoing work, although this is dependent on continued support from key grant funders. Total income rose to £540,748, resulting in a net income of £101,821 for the year. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 04/09/2020 | £10k | Coronavirus Community Support Fund |
| The National Lottery Community Fund | 25/04/2013 | £258k | North Warwickshire Advice Services Partnership |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| TRUST FOR LONDON | 1 | £142k |
| COVENTRY BUILDING SOCIETY CHARITABLE FOUNDATION | 1 | £90k |
| WILLIAM ADLINGTON CADBURY CHARITABLE TRUST | 1 | £20k |
| THE ACCESS TO JUSTICE FOUNDATION | 1 | £15k |
| THE SAINTBURY TRUST | 1 | £2k |
Charities like this
- NORTH LANCASHIRE CITIZENS ADVICE BUREAU
- NORTHUMBRIAN CITIZENS ADVICE BUREAU
- WREXHAM AND DISTRICT CITIZENS ADVICE BUREAU
- COVENTRY CITIZENS ADVICE
- WATFORD CITIZENS ADVICE BUREAU
- CHARNWOOD CITIZENS ADVICE BUREAU
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| NORTH WARWICKSHIRE CITIZENS ADVICE BUREAU | £541k | — | 0 | above | — | noted |
| NORTH LANCASHIRE CITIZENS ADVICE BUREAU | £1.3m | — | 0 | above | — | no doubt |
| NORTHUMBRIAN CITIZENS ADVICE BUREAU | £5.0m | — | 0 | below | — | no doubt |
| WREXHAM AND DISTRICT CITIZENS ADVICE BUREAU | £714k | — | 0 | above | — | no doubt |
| COVENTRY CITIZENS ADVICE | £1.8m | more than £60,000 | 1 | above | — | no doubt |
| WATFORD CITIZENS ADVICE BUREAU | £615k | — | 0 | unclear | — | no doubt |