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MERTHYR TYDFIL CITIZENS ADVICE BUREAU

Registered charity 1126473 · accounts filings on the Charity Commission register

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Latest income
£1.5m
Latest spending
£1.3m
Registered
2008
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity remained financially stable at year-end with unrestricted reserves of £494,414, which are in excess of the stated policy target of £443,750. Total incoming resources increased to £1,512,773, and the trustees confirmed that no material uncertainties exist regarding the charity's ability to continue as a going concern.

What the accounts disclose

Reserves policy: £443,750 (held: £494k)
“At the end of the financial year, restricted reserves were £762,793 and unrestricted reserves were £494,414, so in excess of the target of £443,750.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The Chief Executive's daughter was employed by the charity.
“The Chief Executives daughter was employed by the charity during the year. She was paid at rates commensurate with her position and in line with other members of staff.” — page 34
“The Chief Executive Lisa Howell-Morgan is also a trustee of Citizens Advice South East Wales. During the year a subscription of £Nil (2024: £1,210) was paid to the organisation.” — page 34
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Subscription paid to Citizens Advice South East Wales, where the CEO is a trustee.
“The Chief Executives daughter was employed by the charity during the year. She was paid at rates commensurate with her position and in line with other members of staff.” — page 34
“The Chief Executive Lisa Howell-Morgan is also a trustee of Citizens Advice South East Wales. During the year a subscription of £Nil (2024: £1,210) was paid to the organisation.” — page 34
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Baker Knoyle Audit Limited. Discloses 4 of 6 completeness components.

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

Total income
£1.5m
Total spending
£1.3m
Cost of raising funds
£20k
Reserves (reported)
£415k
Employees
41

Reported reserves equal ~3.7 months of spending — below the median for charities its size (median 4.8 months; benchmarks).

Trustees

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

Operates in: Merthyr Tydfil

Income and spending

Financial year endIncomeSpending
31/03/2025£1.5m£1.3m
31/03/2024£1.2m£1.2m
31/03/2023£1.2m£1.2m
31/03/2022£1.7m£1.2m
31/03/2021£882k£769k

Common questions

Is MERTHYR TYDFIL CITIZENS ADVICE BUREAU financially healthy?

The accounts state that the charity remained financially stable at year-end with unrestricted reserves of £494,414, which are in excess of the stated policy target of £443,750. Total incoming resources increased to £1,512,773, and the trustees confirmed that no material uncertainties exist regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Baker Knoyle Audit Limited.