**ANNUAL REPORT 20 2021/22 22 We give people the knowledge and the confidence they need to find their way forward, whoever they are, whatever their problem.** ## **Table of Contents** - Introduction - Message from Chair - Introducing our new CEO - Our Vision - Moving forward with the service - Kelly's Story - Our Projects - Community Outreach - Partnership Working - Key Achievements this year - Robbie's Story - Making the difference in Doncaster - Our Funding - Trustees - Structure - Advice teams, support staff and volunteers - Volunteers - Wider impact of volunteering - Volunteer Feedback - Kickstart Scheme - Research & Campaigns **citizensadvice.org.uk** - This year's Campaigns - Raising Awareness - Digital Engagement - Digital Reach - Service Endorsements - Client Satisfaction - Quality of Advice - Mental Health & Wellbeing - Support us - Case study - Debt - Paula - Case study - Housing - Sarah - Case study - Debt - Tony - Case study - General - Christina & Gina - Acknowledgements - A special thank you to Karen Bothamley - Contact us **citizensadvice.org.uk** ## Introduction ## **We are Citizens Advice Doncaster Borough** We can all face problems that seem complicated or intimidating. At Citizens Advice, we believe no one should have to face these problems without good quality, independent advice. The Citizens Advice service offers free, confidential advice online, over the phone and in person. When we say we’re for everyone, we mean it. People rely on us because we’re independent and totally impartial. No one else sees so many people with so many different kinds of problems, and that gives us a unique insight into the challenges people are facing today. With the right evidence, we can show big organisations—from companies right up to the government—how they can make things better for people. We aim to be the go-to charity, making a positive and lasting di erence to the lives of people living and/or working in Doncaster Borough. We are a helping hand for people who need help navigating through life, helping them find a way forward with their problems. By 2023 we aim to - Enhance our structure and processes, so that high quality advice continues to be delivered consistently across the organisation. - Further develop and embed Research and Campaigns work across the whole organisation. - Establish new projects focusing on the health benefits of advice, so that clients benefit from a holistic approach. Secure a range of funding streams for the medium to long term, ensuring financial sustainability. - Stay abreast of technologies and how these can positively impact advice. Use technology to maximise our availability and productivity so that clients have a choice of ways to get in touch. To be a presence locally and nationally for change through social media campaigns and activity. - Support and develop our paid staff and volunteers through improved communication so that they can best meet clients' needs. Ensure Equality, Diversity and Inclusion are embedded across our organisation. **citizensadvice.org.uk** ## Message from our Chair 2021/2022 was a year when life began to return to some sort of normality. Masks began to disappear, people moved around more freely and some even braved going on holiday. Karen Bothamley, our long serving CEO, announced her retirement. Karen has been a tremendous servant of Citizens Advice and she has led the development of CADB with commitment and insightful hard work. We are very grateful to her. Alongside this, CADB moved premises within Doncaster and our new city centre offices are now within the Council Building. As detailed in this report, it was another extremely busy year for CADB. The demand from DMBC residents for advice and support continues to increase. Whilst very demanding, it was also a highly successful year. Our committed and skilful staff helped many people. I never cease to be amazed at the staff’s ability to continually rise to increasing challenges. Their expertise and dedication benefit many people across Doncaster and I want to thank them for their hard work and commitment. I also want to thank our financial backers, particularly DMBC. Without their ongoing support we would struggle to exist. _**I never cease to be amazed at the staff’s ability to continually rise to increasing challenges.**_ This report details much of CADB’s work during the past 12 months and it is with humility and pride that I commend it to you. ## Colin Smith **citizensadvice.org.uk** Chair of Trustees ## Introducing our new Chief Officer As of June 2022 our existing CEO Karen Bothamley retired, firstly I would like to thank her for her tenure in that role and the progress the organisation made under her guidance. I am delighted and honoured to announce I have been appointed Chief Executive of Citizens Advice Doncaster Borough. I have a vision to extend our presence regionally and nationally, become even more community based and even more accessible, making it easier for people to get the help and advice they need by moving forwards whilst also adapting to the rapidly changing environment and the increased demands for digital access. I am acutely aware of how many people are struggling with issues, how the cost of living and energy crisis is only getting worse and the help that Citizens Advice offers will be more valuable than ever as we move forward. I am passionate about our Research & Campaigns work. I believe now more than ever it's important to be a strong, clear voice speaking up for our clients and their communities. The service we offer gives us the unique ability to channel these voices and experiences. Through this we are able to influence and impact policies and practices to make things better for people. _**I am looking forward to what lies in store for Citizens Advice Doncaster borough in the coming months. I feel a sense of pride in what we have achieved this past year and excitement about what lies ahead in the coming months.**_ I’ve lived in Doncaster most of my life, studied Criminology & Social policy at The University of Hull. I was drawn to working for Citizens Advice through my passion for a fairer and more inclusive society for all, we have a wonderful diverse team of staff and volunteers who share my passion that everyone should be treated equitably. It’s a privilege to hold the position of Chief Executive and I look forward to bringing my passion for equality and inclusion to this role. ## James Woods **citizensadvice.org.uk** ## Our Vision While our work in previous years was focused on the Covid-19 pandemic, it didn’t change our longer-term aims. We want to help more people across the Doncaster Borough by delivering seamless, multi-channel services that keep pace with changing client needs and preferences, both digitally and in person, at locations within communities in Doncaster but also contributing nationally to the increases in demand for services we face. Citizens Advice Doncaster Borough exists to provide free, independent, confidential and impartial advice to everyone on their rights and responsibilities. We offer the advice people need for the problems they face today. We also seek to improve the policies and practices that affect people's lives through research and campaigning. We work both on local issues and as part of a wider national network. We value diversity, promote equality and challenge discrimination. We have set ourselves some objectives moving forward to improve our services offered. ## **You won’t struggle to get help from us** You won’t struggle to get help from us - our services will be available when you need them, we will work to develop infrastructure and services to make it easier to get the help you need. ## **We’ll help you find a way forward, whatever your problem** We’ll offer you the resources, tools and expertise to solve your problem. If we can’t help you directly, we’ll signpost you or make a smooth referral to a trusted partner who can give you the advice you need. ## **You’ll get the level of support you need** If you’re at higher risk of disadvantage, detriment or harm, we’ll take extra steps to make sure you have the appropriate level of support. Whatever situation you’re in, you’ll be informed about the different ways of accessing support and be able to choose the one that works best for you. ## **You know that we’ll speak up for you** We’ll advocate for changes to government policy and industry practices that are making life harder for you. **citizensadvice.org.uk** ## **Moving forward with our service** The pandemic changed the way we responded to advice almost overnight. We shifted our face-to-face services to helping people on the phone and via email and webchat. It allowed us to establish infrastructure and policies which now allow us to respond to calls for our advice services over a wider spectrum of channels to best suit the needs of each individual client. As well as continuing with our now established digital access channels we have made a conscious effort to gradually re-introduce the Face-to-face services we offer. We see this as an essential and unique part of our service offer which benefits the most vulnerable and socially excluded members of the borough. We will endeavour to further establish our community presence moving forward. ## **Where we are** We have 3 of our own offices, as well as 6 community outreach locations, all with video capability across the borough where clients can access Face-to-face services. We also offer advice via email, video and webchat options for clients. **9** Advice locations across the borough **39** Advisers across the borough (staff & volunteers) **93** Face-to-face Appointments available per week across the borough **5** Remote Pro-Bono Law students advising clients remotely through digital channels citizensadvice.org.uk _"Losing my job and my home was horrible. I was shaking and crying because I thought I might end up sleeping rough"_ ## **HOW OUR ADVICE HELPED KELLY *** Kelly, 33, lost her job as a hairdresser in March and applied for Universal Credit. She was a lodger in a shared house and, with no savings to fall back on, she quickly fell into rent arrears and was evicted. Citizens Advice Doncaster Borough supported her to access an emergency grant while she waited for her Universal Credit application to be approved. She found a new flat and received an advance to tide her over until she received the first full payment, but the experience left her shaken. *Names and certain details have been changed or omitted to preserve client anonymity ## Our Projects ## **Activity / Project** ## **What it funds** ## **Key Outcomes** Our debt team consists of 6 **MAPS Debt Project** specialist advisers and 4 support staff **1,712** clients Advised. **£2,161,094** Debt written off **£54, 833** payments rescheduled Received National award for recognition of performance. Selected as the sole project provider for South Yorkshire in 2022/23 **657** clients assisted with making a claim for UC Our Help to claim project provider for South **DWP Help To Claim** team consists of 2 Yorkshire in 2022/23 full time advisers **657** clients assisted with making a claim for UC Advised **1583** clients This project funds with **2,744** issues 5 video advice pod **Well Doncaster -Pod** Stronger links with locations across the communities **& Outreach Project** borough Increased interest in 3 Community Outreach volunteering advisers across 6 improved referrals from community locations community groups Increased capacity by 6 This award winning appointments a week **Yorkshire Building** project places an **Society project** adviser in the town Improves early response toissues clients face centre branch Started March 2022 This project contributes to Gave us the financial our overall running of the stability to develop **Henry Smith Charity** service with a number of services and look for advice and back office roles. further grant funding This innovative project Improved access to vital **Well Doncaster -** allowed us to provide advice advice services at crisis **Local Solutions** within food bank locations points in people's lives Food aware run by Food Aware CIC Improved partnership partnership Started Jan 2021 working This great partnership **£393,948** Income gains **Well Doncaster -** project allowed us to for clients **Local Solutions** jointly provide welfare **296** Cases opened rights advice and Age UK Partnerships support across the advising and supporting borough. **181** clients with **844** Started Jan 2021 issues Improved access to vital advice services at crisis points in people's lives Improved partnership working **£393,948** Income gains for clients **296** Cases opened advising and supporting **181** clients with **844** issues **citizensadvice.org.uk** ## **Community Outreach** **Over the last year we have established our presence locally, by increasing the number of community locations we provide advice from as well as continuing to embrace technological steps in digital access.** **We have increased engagement with local groups and charities working closer with them to offer advice and support to service users on a range of issues. The strategy behind this is to increase the access and availability of high quality advice and support from within communities; empowering them to act on issues they face, reshaping local economy and transforming communities by facilitating income gains for clients which directly improve local finances and positively impact wellbeing.** **We have established the following Advice Outreach locations at all of which we provide General & Welfare rights advice from.** **Armthorpe - Community Centre, Church Street, DN3 3AG** **Cantley - Neighbourhood Centre, 10 St Wilfrid's Court, DN4 7AJ** **Carcroft - Bullcroft Memorial Hall, Chestnut Avenue, DN6 8AP** **Edlington -,Helping Hands Community centre, Edlington Lane, DN12 1PL** **Rossington - The Family Hub Rossington, Grantham St, New Rossington, Doncaster DN11 0TA** **Thorne - The Bridge Centre, Bridge Street, Thorne, Doncaster DN8 5QH** **We are excited by this development of our service and hope to evidence that a community based approach will benefit more people and allow us to build skills and resilience in these areas. If successful we will look to expand this offer to more communities across the borough.** **citizensadvice.org.uk** ## **Partnership Working** This year has given us the opportunity to expand our partnerships locally, with the introduction of two fantastic projects with two high profile local organisations. This partnership working was supported and facilitated by Well Doncaster. These projects both expand our reach and capacity to offer support and advice to more clients . We are looking forward to working and developing services with both Foodaware and Age Uk Doncaster. This project looks to support Foodaware service users by providing advice and support on issues they face which are causing them to need to use a food bank. The project looks to reduce food bank dependency by supporting clients with benefit checks, budgeting, income maximisation and debt advice. This project looks to provide all age benefits advice and support to clients with all issues relating to welfare rights from benefits check to form filling and appealing decisions. Its aim is to provide high quality advice across the borough on the subject of benefits. The project is shared with Age UK to allow us to maximise the resources of each team's services. **citizensadvice.org.uk** ## Key Achievements ## **National Innovation Award** Out of the 2540 locations in England and Wales, we were awarded “The Innovation Award of the Year” at the National Citizens Advice conference. We are incredibly proud to have been able to support our clients via telephone and video channels, with one of the most complex and stressful benefit forms. Throughout lockdown we worked with the Pro-Bono Community Charity, as a partner organisation and arranged for experienced student volunteers to give practical help to our clients with completing these forms. Without our student volunteers we would not have managed to respond to the demand for this particularly complex service. We want to say a huge thank you to the 2 students who gave their time up to help the Doncaster Community. The demand for welfare rights advice and in particular help with the completion of Benefits forms is on the increase. Some of the forms are very complex and require experienced advice and support therefore the demand for this service presently far outweighs our capacity. This has caused undue stress to clients who are desperate for our help. Citizens Advice National CEO - Dame Claire Moriarty “ Their innovative support has helped and supported 19 clients with their Personal Independent Payment forms, the service has received great feedback from those who've used it and helped some of Doncaster’s most marginalised clients access the benefits they’re entitled to, a huge well done to Citizens Advice Doncaster Borough” We received excellent feedback regarding the service received and how this helped them through such a difficult year. ‘Sympathetic and not patronizing’, ‘Lots of help, very understanding’, ‘Helped fill it in and helped add details that were missed’ ## **National Certificate of recognition** Citizens Advice National awarded us a national certificate of recognition for the performance against target and for the quality scores we had achieved over the last 12 months. Debt team members, Paula, Nigel, Linda, Caroline, Tony and Brandon along with James and Colin met with Gareth Pye to discuss the project over 2021-22 and receive the certificate. ## **Our Yorkshire Building Society project won a national award.** We are delighted to have joined this award winning project and to be working with the YBS team at the Doncaster branch, their commitment to helping customers mirrors our own and we look forward to working closer with them in the coming months. Adviser Ian Hately with the YBS Doncaster team. _We are excited about the achievements we have accomplished over the last 12 months and look forward to more success in the coming year._ **citizensadvice.org.uk** ## ACHIEVEMENTS ## Achievement ## Details In April 2021 we received confirmation of renewal of our AQS quality marks for general advice and debt casework – and gained a further quality mark for excellence in telephone advice. Awarded AQS Quality Mark We moved town centre operations into the Civic building in Waterdale Secured long term Town Centre Premises Successfully bid/gained funding and set up 4 new paid projects, adding capacity to our advice services Increase Funding and capacity Increase our community presence setting up Faceto-face outreach sites in 6 locations and 4 Video advice Pods access points Open & Accessible Passed our National Citizens Advice Management and finance audit Leadership Assessment Passed Participated in the Government Kickstart Scheme Trained and upskilled 25 colleagues from the age of of 16-24 Improving employability and skills We set up a well being champion with Doncaster Mind - promoted wellbeing courses to staff, improved awareness on how to deal with Mental Health issues Improved Wellbeing awareness for Staff, volunteers and clients Improved borough wide reach through joined up digital engagement initiatives Joint campaigns with DMBC, St Leger Homes Age UK & Live Inclusive Set up new projects New Joint Projects with partners Age UK Doncaster & Food Aware ## Outcome Advice of the highest quality provided to clients through our Face-to-face and phone services Secure long term premises, which is affordable, and provides fantastic networking opportunities Increased Income from non core projects by £280,000 Core funding will run on a 3 year cycle rather than an annual one Increase in client contacts Greater partnership working within communities We scored our highest LSA score to date. We exceeded previous audit scores. Recruited 5 paid staff from the scheme, and empowered 4 into employment elsewhere, 8 currently still on placement and 3 volunteering We now have 3 Mental Health First Aiders trained to Level 2 We also have an organisation well being champion. Jointly campaigned during talk money week, increased contacts by 65% part of a borough wide advice network of like minded organisations Increases ability to respond to clients needs. Targeted advice to reduce impacts on other services. Improved partner working. **citizensadvice.org.uk** _"I don't sleep at night worrying about my debts, I am scared to open the front door in case it's a bailiff coming to take my belongings"_ ## **HOW OUR ADVICE HELPED ROBBIE *** Robbie, 56, was in arrears with Council Tax and other debts after a relationship breakdown. He had over £15,000 in credit debts and was in arrears of £2,000 with his Council Tax who had instructed an enforcement agent to collect the outstanding balance. Citizens Advice supported him to access specialist debt advice, they undertook a benefits check to ensure he was receiving the benefits he was entitled to. We supported him with food and fuel vouchers and budgeting advice until his Debt Relief Order was approved Robbie is now debt free and receiving the appropriate benefits, he is now up to date with all his essential bills and is able to sleep at night. *Names and certain details have been changed or omitted to preserve client anonymity ## **Making the Difference** Last year saw another increase in demand for advice across all areas of our service and all areas of the Borough. This year our focus has been on improving our accessibility by increasing the channel options for clients and increasing our presence in local communities. To achieve this we are adopting a new strategy of advice provision which encompasses a greater focus on community advice across the borough, our aim is to embed our services in local communities so people know who to turn to and where to go for advice and support. Over the next 12 months our focus will be to expand our community presence further, working with more grass roots community organisations to maximise our capacity and reach throughout Doncaster. **----- Start of picture text -----**
YEAR ON YEAR INCREASES IN DEMAND
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CLIENT CONTACT CHANNEL
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Bar chart outlining the yearly increases in demand for our Pie chart featuring our channel options to clients
services.
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Other Face to Face
10,000
11% 12%
Webchat
7,500 8%
Email
19%
5,000
Video
2,500 1%
0 Phone
2018/19 2019/20 2020/21 2021/22
49%
£5.1 MILLION 9,712 25,511
In debt handled in Client contacts in Separate issues dealt with
2021/22 2021/22 in 2021/22
Increase in clients contacting us Increase in clients contacting us Number of clients contacting us
for welfare Rights advice for Energy and Utility related for debt advice
Branding Exposure Effectivity Level
problems
92%
67% 136% 45%
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## **Almost £1.0 million financial gains** Financial gains for clients in 2021/22 **citizensadvice.org.uk** **----- Start of picture text -----**
31%
39%
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of our clients had debts. of our clients had problems with Benefits or Universal Credit. **----- Start of picture text -----**
8%
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of our clients had issues with employment or their employers. **citizensadvice.org.uk** ## Funding ## At A Glance **----- Start of picture text -----**
DMBC Core Funding Kickstart
£ 152,150
£135,948
DWP - Help to Claim
Money & Pension Service
£52,333
£300,244
The Henry Smith Community Hub
Charity Fund
£60,040 £13,086
Other Sources DMBC via Well Doncaster
£14,607 £107,074
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## Outcomes **----- Start of picture text -----**
£1.00
For every pound we receive
in funding we generate at
least:
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## **SAVINGS** ## **PUBLIC VALUE** To the Government and Public Services (fiscal benefits). By helping **In wider economic and social** £2.53 stop problems occurring or escalating, **benefits. Solving problems improves** we reduce pressure on public services **lives – this means better wellbeing,** like health, housing or out-of-work **participation and productivity for** benefits. **the people we help.** £12.59 ## **FINANCIAL OUTCOMES FOLLOWING ADVICE** As part of advice, we can increase people’s income, through debts written-off, taking up benefits and solving consumer problems. £15.78 _**"There comes a point where we need to stop just pulling people out of the river. We need to go upstream and find out why they're falling in"**_ **Desmond Tutu** **citizensadvice.org.uk** ## Trustees During The Year. ## **Trustees** **----- Start of picture text -----**
Colin Smith Malcolm Irene Andrew
Chair Jevons Mclaughlin Wignall
Vice Chair Treasurer Trustee
Christine
Anne
Nikki Marshall Oliver Head
Rutherford
Sogbein Trustee Trustee
Trustee
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**Nikki Sogbein Trustee** Our trustees are volunteers who use their skills, knowledge and experience to help guide and govern our charity. We welcome Christine Marshall and Oyenike Sogbein to the board, both of whom joined last year and we are grateful for their work so far. We want to thank all our trustees for their direction, governance and support. During 2021-22 some of our trustees retired and we would like to offer a special thank you to Irene McLaughlin, Oliver Head and Anne Rutherford for your time and support, it is much appreciated. ## Thank you **citizensadvice.org.uk** ## **Structure** Our trustee board sets the vision and gives strategic direction to Citizens Advice Doncaster Borough. There are 4 formal trustee board meetings each year, along with other meetings and events, to help trustees shape the organisation’s strategic direction and develop as a team. Our Chief Executive, working with the Operations Manager, is responsible for delivering the strategy and for day-today operations. The trustee board is committed to high standards of corporate governance and complies with the principles and practices set out in the Charity Governance Code. ## **Management** **----- Start of picture text -----**
James Woods
CEO
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**Karen Bothamley Deborah Murray CEO (Retired May Operations 2022) Manager** **citizensadvice.org.uk** ## **Advice teams, support staff and volunteers** Our team of dedicated, hardworking and passionate staff and volunteers are an asset to the service. Here are a few of the people who have supported our service provision over the last 12 months. **----- Start of picture text -----**
Sarah Machin John Murphy
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**Stuart Tovell** **Ian Hately** **Daniel Beevers** **Uche Okoli** **----- Start of picture text -----**
Jo Flowers Sharon Alderson James Bacon
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Callum
Norman
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**Sarah Robinson Paula Lowther** **Sharon Christina Tony Pell Nigel Friend Capper O’Donnell** **Caroline Liz Ramage Woffenden** **----- Start of picture text -----**
Thomas
Gilling
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**Natalia Billie-Jo Haigh Jozwiak** **Georgina Monk** **Christine Jones** **Charlotte Dobson** **Rosie Coles Brandon Greenall** **John Mark Rose** **Marilyn John Mark Vause Rose Beata Susan Walkowicz Hodges** **Elle Hirst Brandon Goulding Alan Rebecca Parkinson Woodruff** **Hilary White** **Brad Barrass** **citizensadvice.org.uk** ## Volunteers Our volunteers are critical to our success and provide tremendous value to our funders and to the community. At any one time we have around 15 - 20 volunteers in the organisation, however this number is trending upwards due to additional recruitment support from paid staff. Thank You _We couldn't do it without you!_ Our team of volunteers go through high quality training ranging from academic study packs and e-learning to practical training such as shadowing experienced staff and volunteers. Our service relies on the commitment and hard work of our volunteers who make up a large part of the team. We currently have volunteer advisers, assessors and admin support staff. All our volunteers contribute to the organisation’s work on research and campaigns. The diversity in the background of our volunteers contributes to the efficiency and success of our team. Volunteers look to join us for a range of different reasons including gaining skills, experience and confidence to help them into employment and retired members of the community wishing to remain active and put something back into the community. It is as a result of the commitment, loyalty, hard work and professionalism of our volunteers that the service provided is of such a high quality. Our volunteer roles are varied, challenging and rewarding and our volunteers really enjoy being able to make a valuable contribution and a positive impact on people’s lives. **citizensadvice.org.uk** ## **Wider impact of** ## **volunteering** One of the areas where we’re only able to partially demonstrate our savings to public services is volunteering. Volunteering also benefits our volunteers - they improve their skills, resilience, health and well-being, while strengthening community engagement. > **80% 15** > of our unemployed Volunteers found work volunteers believe they internally and externally are overcoming barriers in the last year to employment **9 out of 10** readers appreciate accurate information readers appreciate accurate information **54%** of our employed **97%** volunteers state that they are using it to change or would recommend volunteering at Citizens Advice evaluate their career. Doncaster Borough We would like to take a moment to congratulate our volunteers over the past year who managed to gain employment with us either short or long term. These people include: Uche Okoli - James Bacon Brad Barass - Shaista Mumtaz - Stuart Tovell - Ian Hately Aaisha Amin Sarah Machin Thomas Gilling Additionally, we’d like to congratulate the people who gained employment elsewhere while volunteering with us. These include: - (Nikki) Oyenike Sogbein - Rachael Murray Sophie Wheeler Kealy Guest - Callum Norman - Natalia Jozwiak **£131,000** The monetary value of volunteered hours over the year **citizensadvice.org.uk** Volunteer Feedback ANDREW WIGNALL TREASURER BRAD BARRASS VOLUNTEER ADVISER I firsrjoined CABwhen I reured some 12 year5 aKo. Personalty I am ￿rnIfi8 many n*skilL%and feel prNI￿ged to be partof farnastic to￿1 and N*ionalteam stdvinE 10 make lifeeaswfor countless poople. '8ein8 ableto help those in the communtythat I myself have grown up in isa prnpilege.. (It￿mS (e io ELLE HIRST VOLUNTEER ADVISER CHRISTINE MARSHALL TRUSTEE "I have volunteered forClt12ens knceas l am pa5510nateabout helplngihose ¢hat need 1¢, 1¢15 SO rv4ardin8 to help others. Belng nd and helpful makes sodetya betyer place.- yma spec￿1 needsita(￿￿th)￿rts Ind w¢rks In Don(axer. I'm ¥*ry to be In¥oh*d ¥biih CADB as h hdps pewe Irr*n xrossour Ily￿ to ac Paula Lowther
Debt Adviser
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**citizensadvice.org.uk** ## **Case study** ## **adviser: Sarah Machin Issue: Housing** Client is an elderly female. Client has Paget's disease, diabetes & a broken femur. Client has been staying with family since her fall in March. Client has a troubled relationship with her daughter & so does her son. The Client is mainly in Doncaster because she loves & wants to see her grandchildren. Client thinks that if she moves back to Surrey that her daughter would stop or monitor contact with the eldest grandchild. The Client's son suffers from anxiety and depression. Client's son has a joint mortgage with his sister in the house they are all currently living in. Client's son stated that he took over half of the mortgage to help his sister out whilst she was in financial difficulty. The Client wanted to know her options for acquiring accommodation. Both Clients were unsure where this would be, if Client stayed in Doncaster Client’s son would want to move to be near her to help with her care needs, so his job would be a consideration. If Client moved to Surrey she would not know what accommodation she could afford.Client stated that she would not be able to get a mortgage and did not want rented accommodation. Client also wanted to know if she was eligible for a blue badge. I advised the Client that we could look at accommodation options in the Doncaster area together. The Client's son has internet access & said they would like to look together so I wrote down St Leger homes, Gov.uk for social housing & supported housing at Casson Court in Thorne which her son had mentioned may be an option. I also went onto the websites and showed them where to access registering for or just looking for accommodation. I signposted the Client to Age UK if she decided to move to Doncaster & gave her their contact details for possible future help with a benefits check to see what she may be entitled to if she decides to stay in Doncaster. I also gave the Client’s son the Gov.uk link to the criteria for a blue badge, we looked at the criteria but determined that she probably wouldn't be eligible for one until she has found accommodation as one of the criteria is proof of address (ideally a council tax bill) which she does not have, advised that was something we could support/apply for if needed. I also advised the Client that until they had both had a conversation about where they were going to reside and all the ramifications surrounding the issues then they could begin an action plan. The Client was upset & emotional at various times within the appointment so I made sure the Client was listened to & empathized with her situation. My Client had difficulty getting comfortable so I made sure she had a comfy chair & had ease of access around the office to the chair having crutches. **"THE CLIENT WAS VERY EMOTIONAL AND FELT MORE ABLE TO DEAL WITH HER PROBLEMS ONCE SHE UNDERSTOOD HER HOUSING OPTIONS IN DONCASTER"** **----- Start of picture text -----**
Sarah Machin
Outreach adviser
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The outcome for this Client will depend solely on what decision she makes with her son. Advised the Client that if she decides to reside in Doncaster and needs any further support she can contact us further. **citizensadvice.org.uk** ## **Case study** ## Case Study adviser: Tony Pell Issue: Debt - **Council tax arrears £520 and bailiffs enforcement** The client is a single elderly British male and in receipt of Universal credit and Personal Independence payment (PIP). The client resides at a family and friends property. The Client was living in the flat and because of his health issues, the client’s doctor advised him to move closer to his family for extra support. The client left the property in Aug 2020 and he has been charged for council tax from 1 Aug 2020 to 1 Oct 2020 He stated the first time he knew about the arrears was when bailiffs visited his property. The client stated he has provided the council with proof that he did not live there at that time. The client was advised to make sure his doors are locked and the windows are closed - bailiffs are allowed to come in through unlocked doors. The client was advised that bailiffs recovering council tax aren't allowed to force entry. This means they aren’t allowed to force their way into your home and they can’t bring a locksmith to help them get in. The client was given a Fact sheet on bailiff’s powers for him to read. The client would get emotional when discussing his debt problem, we would take breaks to regain the clients composure then I would explain clearly what the client’s options were and what we could do to resolve his debt problem. The client stated that he has been trying to resolve his problem for a while and made no progress. I contacted the council and I got the debt put on hold. I informed the council that the client was disabled. Council stopped all bailiff action. I explained the client's situation and the evidence that he had sent to them. I then asked them to investigate this case. The council stated they would investigate the client's case and get back to us. The council contacted us both and stated that the client did not have any council tax arrears. In contrast the council owed the client £520. The client was really happy that the bailiff had been stopped and that he did not have any council tax arrears. He thanked me for my help. Client stated he tried to sort this problem out himself and got nowhere. ## £520 ## **COUNCIL TAX DEBT RESOLVED** **The client was really happy that the bailiff had been stopped and that he did not have any council tax arrears. He thanked me for my help. Client stated he tried to sort this problem out himself and got nowhere.** **----- Start of picture text -----**
Tony Pell
Debt Adviser
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**citizensadvice.org.uk** ## Case study ## Case Study adviser: Christina O'Donnell Issue: Benefits The client is a 64 year old male he lives alone in a property that he owns outright, the client was receiving Contributuion based Emplyment Support Allowance (CBESA,) a Work Capability Assesstment was requested by DWP and he was found fit for some work, the client's ESA has been stopped he disagrees with the decision and wants to challenge it. The client has no savings or any other income. We completed the client’s SSCS1 form ensuring supporting information was relevant and supported appeal. Advised client of the process and the likely out come. The client was given a copy of his Appeal form and further evidence was sent to the tribunal judge to consider. Advised they will assess your case without a hearing. The client won his appeal on 20th July 2022 and was awarded ESA and placed into the support group-LCWRA. He received a back payment of **£3481** ## Case Study adviser: Gina Monk Issue: Consumer - Energy Client had been trying to resolve a billing dispute with her energy supplier for around 6 months. Bills would be produced not reflecting the energy used, with estimates being used even when bills were generated. Client was being chased for a balance larger than the balance was at the point her payment plan was set up, despite all payments and new usage being paid. Client was in financial difficulties due to excessive bills, and had also had an appointment with a debt adviser at the service due to the impact this was having on her as a self employed person. We challenged the bills, using financial records provided to prove that the client was being chased for a balance exceeding the total sum of legitimate bills produced, and that this was due to adviser error and a debit balance being applied that did not relate to a bill. “Debt” has been removed and client no longer owes anything to this creditor, she is now free to move suppliers due to me negotiating an early contract end, and will be discussing a request for financial compensation. ## £3481 RECEIVED BY CLIENT IN BACK PAYMENT OF ESA **----- Start of picture text -----**
Christina O'Donnell
Welfare rights Specialist
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## £1200 INCORRECTLY BILLED ENERGY DEBT WRITTEN OFF LEAVING CLIENT IN CREDIT OF £355.88 **“Thank you for all that you’ve done”.** **----- Start of picture text -----**
Gina Monk
General Adviser
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**citizensadvice.org.uk** ## Acknowledgements We know it's only by working together that we make a difference to the Doncaster Borough. We're grateful for the generous support we have received this year. Here are a few who have made our work possible. - Doncaster Metropolitan Borough Council - Well Doncaster - The Henry Smith Charity - The Money & Pension Service - Age UK Doncaster - Food Aware CIC - The Trussell Trust - Live Inclusive - UK Government - Community Wealth Builder - Skill Step - Make your Mark - Doncaster Deaf Society - The DWP - St. Leger Homes - Doncaster College - Voluntary Action Doncaster ## Thank You **citizensadvice.org.uk** ## A Special Thank you ## **KAREN BOTHAMLEY** Karen Bothamley, CEO, retired from CADB at the end of May 2022. Having previously worked at the Yorkshire bank, Karen joined Thorne & Moorends Citizens Advice Bureau in April 2000 as a part-time debt administrator and then became full-time admin manager in 2002. The merger of Thorne & Moorends and Stainforth CAs in 2005 saw the formation of North East Doncaster Citizens Advice Bureau (NEDCAB) and in 2006, Karen was appointed as the manager of NEDCAB. In 2017, Mexborough CA and NEDCAB merged and Citizens Advice Doncaster Borough was born with Karen appointed as CEO. Over the course of the last 22 years, Karen has seen many changes in the delivery of CA services across Doncaster and for 16 of these years she has been responsible for leading the teams delivering these services. In that time, she has experienced 2 visits from Princess Anne, worked with a number of Trustee Board Chairs and ensured that CADB functioned through a pandemic. She led NEDCAB through a time of financial restraint and ensured the continued provision of high-quality advice services. Since 2017, she has provided the vision and leadership which has enabled CADB to develop into a strong, vibrant and successful organization which is well placed to face the challenges ahead and to continue to provide high quality advice for DMBC residents. Karen’s insight, commitment and hard work will be greatly missed, and we are very grateful to her for the great part she has played in the development of CADB. We wish her well for the future and hope she enjoys her retirement. Colin Smith Chair Trustee Board **citizensadvice.org.uk** ## **Contact Us** Civic Office, Waterdale, Doncaster DN1 3BU - Adwick Road Mexborough S64 0DB - The Hope Centre Church Road DN7 5NS - Thorne - The Bridge Centre Bridgestreet, Thorne, Doncaster DN8 5QH Thursday - 10am - 2pm - Carcroft - Bullcroft Memorial Hall Chestnut Avenue DN6 8AP - Friday- 10am - 2pm - Edlington -Helping Hands Community centre Edlington Ln, DN12 1PL Wednesday - 10am - 2pm - Cantley -Neighbourhood Centre, 10 St Wilfrid's Court DN4 7AJ - Tuesdays - 10am to 2pm - Armthorpe- Community Centre Church Street DN3 3AG Tuesdays - 10am to 2pm - Rossington - The Family Hub Rossington, Grantham St, New Rossington, Doncaster DN11 0TA - Monday - 10am - 2pm ## http://citizensadvice-doncasterborough.org 01302 243057 - General enquiries / Appointments 01302 499330 - Local Debt Advice 0800 144 88 48 - National Adviceline - 0800 144 8 444 - Universal Credit -Freephone 0800 240 4420 - Freephone Debt Advice line 0808 223 1133 - Citizens Advice consumer helpline ## advice@citizensadvice-doncasterborough.org https://attenduk.vc/CADB-waiting-room www.cadoncasterborough.org **citizensadvice.org.uk** Citizens Advice Doncaster Borough is a company limited by guarantee. Registered company number: 10860886 England. Registered office: The Hope Centre Stainforth Methodist Church Church Road Stainforth Doncaster DN7 5NS.. Charity registration number: 1174228. Authorised and regulated by the Financial Conduct Authority – FRN: 786825. COMPAKY REGISTRATION NUM8ER 11)860886 CITIZENS ADVICE DONCASTER BOROUGH COMPANY LIMITED BY GUARANTEE TRUSTEES, REPORT AND FINANCIAL STATEMENTS 31 MARCH 2022 CHARITY NUMBER: 1174228 CASDor Pro¥lw& wpp)rt foi the cr¥il gxiety Workh•ro. 3 Cav•ndi•h Court &)uth Parad• Doftc••t•r DN12DJ Citizens Advice Doncaster Borough (Registered charty. number 11742281 (Registered company. number 10860886) Financial statements for the period ended 31 March 2022 Page Cont•nts Statutory Infomiation Trustees. annual report Independent examiner's report Statement of financial activities Balance sheet Notes to the accounts 3-10 11 12 13 14-21 Citizens Advice Doncaster Borough Trustees, annual report for the period ended 31 March 2022 The trustees, who are also ￿1￿CtOrS of the chanty for the purposes of the Companies Act, submrt their annual report and the financial statements for the peri¢)d ended 31 March 2022. Th8 Board have adopted the provisions of the Accounting and Reporting by Charities". Statement of Recommended Practice. applicable lo chanlies prepanng their accounts in accordance with the UK accounting standards IFRS 102) (effective 1st January 2015). the Companies Act 2006 and the Chanlies Acl 2011. R•ler•ne• and admini8trativ• d•t•il• Citizens Advi￿ DonrAsler Borough The Hop¢ Centre, Stsinforth Method151 Churrh Church Road, Stainforth Doncaslef DN7 5NS Charity Registration Number 1174228 Company limited by guarantee number 10860886 Authorised and Tegulaled by Ihe Financial Conduct Authority No. 7868 25 Honorary Presldent.. Elizabeth Brenda Wlli8 Truitgu IDir•ctor¥l: Chair: Colin Smrth Vle•-Chalr: Malcolm Jevons Tr•a•ufgr'. Andrew Wwnall Oliver Head liesigned 614120221 Christine Marshall lappoinied 2111120211 Irene McLaughlin Iresigned 2111r20211 Anne Rutherford (resigned 2116r2021} Oyenike Sogbein lapwinled 2111120211 Chl•l Offlc•r. Karen Bolhamley IRetired 3115120221 Jame5 Woods lappoinled ItsQ0221 Bank•r•: Yorkshire Bank Plc. 19 Si Sepulchfe Gate. Doftc8818r, ON1 1TD CAF Bank. 25 Kings Hill Ave. Kin9$ Hill. Malling ME19 4Ja Shawbr(Jok Bank Limrted. Lutea House, The Drivé, Bran￿d, CM13 38E Ind•p•nd•nt Examln•r: Meshach Adelwkan FAIA. FCIE. CASt)on, Clo I￿rKhere, 3 Cavendish Court South Parade, Doncaster DN1 20J Th• trust••• of the ch•rlty h*v• compll•d wlth •ectloTr 4 of th• Chariti08 Act 2006 In lulfllllng their duty to hav• du• rn98￿ to publlc b•nefll 9uld•nce publISh￿ by th• Ch•rlty Commimion. ure nd M•n èment In Cltizens Advicg C￿ncaSter Borough ICAD81- henceforth feferred lo as.the Organi￿10￿. . is 9ovwned by Articles of Association and Is a rrEffl￿r of Cittzens Advice. CADB was InCor￿rated on 11th Juty 2017 when the old chanty. North East Doncaster CAB INEDCABI. Ir2nsfeffed across to the new organisath)n awaiting merger with Mexborough CAB This mer9er finalty look place on 19th April 2018. NEDCAB wa5 dissofved in July 2018 and MeXt￿loU9h CAB in April 2019. Citizens Advice Doncaster Borough Trustees, annual report for the period ended 31 March 2022 Al an ordinary Trustee Board ￿ts'n9 prior to the AGM, consideration 1$ given lo recruitsng new members lo the Board to fill any gaps in skills or diversity idenbfied during appraisal of the board. Onr agreement has been r&Yhed. a targeted and hjlly docuff*nted recrurtmenl exercise tskes place in accor¢Jance with our Crtyzens Advice membership agfeemenl. If rKruiln*nl is in direct resrminse to hlenlifieation of a skills 9ap, rt m8y be practical lo dispense wrth an open wruitment process In crfder to est fvlfil a specific need al a particular lime The written Pfocedufe slates that in an open re¢rurtment prcKess, candid8te5 are shortlisled and interviewed following application in response lo 8dVertwff￿t- and successful candidatels are Invited lo attend the rkext Board ftEetsng as a guest prior lo proposal for ele¢lion al the next AGM. Induction takes the fom of an Induction pack and all Trustees reoNe training which Is appropnale to their Tole and In compliance with cit￿en$ Advice membership requirements It bs F()551ble Irom lime lo time lo Invite DMBC andlor ThornelM(xJrends Town Council lo nominate 2 representslives each on the Board- tho names ol which are supplied by the relevant Council from tin lo lime. and acceptance is voted on by the Board Trustees accepted representation from DMBC following the local authority AGM in May 2019 and representalK)n will be reviewed again during 2023. AII members of the Tiustee Boaid give their lime voluntarily and receive no benefits from the charty. Any expenses reclaimed from the charity would be set out in Notes to the Accounts- there have been nona. The organwty'on is manoged by rts Trustee Boafd. whlch is drawn from the local communty. The members are charity Irust8ès who h8ve16gal 18sponwbility lor the general control an¢J Manage￿Ent of the or9anisation, Including financ￿1 managernenl and ¢ontrol Dttisions are made by way of proFMXd. 88conding. and minuling the result. The Executive Sub-committee and various sub-committee5 as required from tsme lo lime exist to deal with p8rticul8r are86 of governance A full risk aSsess￿￿￿t. scheduled lo be carrte(1 out by the Twslee8 (may delegate to a 8ub come lo us for help. 2021-2022 h88 b•en another suceessfrjl and prodLthe year for our service but a and challenging one loo We have seen Ihe impacts ol the cost of living and en8rgy crisis Impact dEnts ally and vastly Increased demands on Services we offer Vve hav8 continued our ¢lo8e WKvkn'ng relallonship with DMBC by responding qui¢kly and posilivety lo their requests for help In addressing the energy and cost ot living cn818, so￿ng up addrtional serw¢e out*ls tor clients a¢fo$8 the Bofough. We have conbnued positive working relationships - in tKslh a pr8cts.cal and ￿viSOry capacty - wrth partner organisalions $u¢h as Age UK Doncaster. FoodAwaro CIC. The Tfussell Trust and the Yothshire Building Society We havo 8180 eonlinued our strong working relatK+nship wth other Local Crttten$ Adv￿ S¢￿th Yofkshire. In 2021-2022 we have seen an increased Cl￿nI demand In all areas ol our work, as wo re8pffided lo broader clitint demographu, the impacts of the PandemK- to Ihe longer tenn Impacts of Brexit. We have provided targeted ad¥￿e and support In respons• to the ¢osl of Irving crisis an¢Y the 8￿rgY crisis. which have had a s￿nIfiCant impact on r&s￿9ftts acT05S the borough. Our major concern is that these issues are only just starting to impact people and that more people acros5 the boroLbgh are going lo need the advice and support seTh￿s we offer. We will continue lo work to Increase our capacity in innovatrve ways lo impfove and diversify the 8C¢•$¥ routes lo our services, while maintaining the high quality servico wè providè During the last annual year we have very successfvlty consolidated Our services and posrtion in thè widor Doncaster community through our provision of an omnirw•rd 11 688737 688737 569615 All the activities of the charitable company are classed as continuing The company had no recognised gains or losses other than the net income for the period. 12 Citizens Advice Doncaster Borough Balance sheet at 31 March 2022 Company Number: 10860886 2022 2021 Flxed assets Tangible assets Total fixed assets 32902 337057 329020 337057 Current assets Debtors Cash at bank and in har Total Cufrent assets 52390 495692 80 8365 321725 330090 Llabllltles Creditors.. amounts falling due V￿thin one year 10 Ngt curront assots 97532 359717 232558 Total net assets 688737 569615 The funds of th8 charlty Unrestricted income fvr¢ds Designated General 11.13 119271 569466 688737 78000 491615 569615 Restricted income ￿ndS Total charity fvnds 688737 569615 For the period ending 31 M8rch 2022 the company w88 entrfled to exemption fmm audtt undersKtlon 477 oflhe Compan￿3 Act 2￿ fft18ting to sm811 compan￿8. DirnclOrs'￿8￿￿ib￿rf1SS. The membets h8ve not requitBd the company lo obl8in 8n audit of ils 8ccounts for th8 year in question in 8ccord8nce with s8ctton 476 of the Compan￿S Act ?006.' The diTrctOfs acknowledge their responsibilths for complylng wrth the ￿qui￿rnents of the Act with rpsp8Ct to accounting rncorrls and the pmparab.on of accounts These accounts have been pr8par8d in accordance with th8 provi&ons applicable lo Companies subject to the sm811 compan￿S regime and wrth lh8 Finon¢i81 Reporting Standanl for Smaller Enlrtles (effective April 2008). The financial slalements on pages 12 to 21 We￿ approved by the Board on 26 September 2022 and signed on its behalf by.. Swned Colin Smrth, Chair Dated Trus18es The notes on pages 14 to 21 forni part of these financial $tat•m•nts 13 Citizens Advice Doncaster Borough Notes to the accounts for the period ended 31 March 2022 1. Accounting policies Basis of the preparatlon of the accounts These financial stalernents have been prepared under the historical cost convenlw w¥J in accordance with Accounting and Reporting by Chanlies - Statement of Rec(￿rnen Practice {SORP revised 20051. applicable UK accounling standards IFRS 1021 leffective 1 st January 20151, and the Companies Act 2006. The principal accountina policies adorted in the preparation of the financial Statements are as follows.. Dgpreclallon: The Trustees resolved to increase the threshokl for capitalising 89sets in current depreciation accounting policy from £500 to £2000. Fixed a88ets are Stated at C08t le88 accumulated depreciation. Individual fixed assets costing more than £2000 are Gapilalise(l al cost. Dèpreciation Is provided on langible assets al the following annual rates calculated in order lo write off thè cost less estimated residual value over their useful economi¢ lives. 1. Freehold buildings 2èA on wsl 2. Leasehold improvement$ over Ihe lrfe of the lease 3. Computer equipment 33% on cost 4. Furnrture fixtures and fitting 25% on colt Incomlng R080urco8 All material incoming resources have been included on a receivable ba818 - i.e. they are Included11 Ihe date receivable falls wrthin the penod covered by these accounts. Grants Grants receivable funding the general activrties of the company are included in the year in which they are receivable, except where the funders specfy that they must be used in future accounting periods or fundef8 conditions have not been fulfilled, then the income is deferred. Charltablo Expenditure Charitable expenditure is recognised in the financial statements on an accwals basi8 arKI inclusive of irrecoverable VAT. Expendrture which is directly attributable to specific activities has been included in these cost categories. Where cosis are attnbutabie io more than one activity, Ihey have LEen apportioned across the cost categories on a basis consislent with the use of these resources. In the opinion of the trustees, the proportion of indirect costs relatirKJ to management and administration of the chanty is not material and has ther8fore nrt ￿￿en disclosed separately. 14 Citizens Advice Doncaster Borough Notes to the accounts for the period ended 31 March 2022 1. Accounting policle8- continued Pen81on Costs The chanty participates in a group personal pension arrangement. The pension charge represents the amounts payable by the chanty to the fund in respect of the year Loasing Commltments Renlals paid under operating lea888 are charged in the SOFA as incurred. Re8trl¢tod and Unro•trlcted Funds R8Strict8d fund8 are funds received from donors which are 8ubj.ect to restrictions on the purposes for which they may be used. Unreslncted funds are those where there are no externally imposed restnction8. These include funds freely available to the chadty lor expenditure or appropnalion to reserves for internally d8signated purposes. De8ignatsd Funds The charity'8 d88ignaled fund8 are established as a resu￿ of regular review of it8 ongoing needs by the Board of Trustees. and are intended lo fully cover 8ignificant identifiable financial commitments. Taxation As 8 registered Charity. Ihe company is exempt from income and capital taxes on SIS charitable activrties. 2. Donatlona and l•gacl•8 Unr•strlctod R•strlcled funds lunds Total fundB 2021 Grants & donations LegacEs 51 51 10 51 51 10 3. Income from charltable actlvllles Unr••trlct•d R••tricted fund• fund¥ Tot•1 fvnd¥ 2021 Grants and contracts Primary purpose trading 2W437 538308 828745 582543 290437 S38308 828745 582543 15 Citizens Advice Doncaster Borough Notes to the accounts for the perlod ended 31 March 2022 4. Inv08tment Income Unre•tricted R••trict•d funds funds Totsl funds Bank Interest 301 301 301 301 39 39 5. Other Incom• Unr••trlct•d R••trf¢t•d lund• fun Totsl lund• 2021 Transfered on incorporation Other income 6385 6385 638 6385 1046 6. Charitabl• •xpendlture Unrn•trlthd R•strlGtod funds fund• Totsl fund5 2022 2021 Direct staff costs Travel and subsistence Premises costs Depreciation of owned assets Partner payments Other support (X)Sts Central recharges {note 20) 203988 414764 618752 400043 4129 176 4305 1409 31810 120 31930 30121 8037 8037 8038 6500 34766 6500 3935 30831 53282 216104 488186 704290 492893 7. Central admlnl8tra￿On expens Unre•trlcted Re•trl¢ted funds funds Totsl funds 2022 2021 AGM expense 60 Independent examination, Payrdl. consultan￿ e 11074 Mis￿lIaneouS costs 60 11074 9199 11710 360 12070 9546 16 Citizens Advice Doncaster Borough Notes to the accounts for the period ended 31 March 2022 8. Tangibl8 as8•ts (analysis of oponlng & closing carrying amounts 8uilding Furnlturo Compuler oxtenslon & Flxtum & Improvernent ffttln Total Cost or valuation •quipm•nt At beginnlng of tho porlod Additions Disposals Valuations Transfer 379528 679 1108 381315 {Mexborough) 379528 679 38131S D•preciation and Impaimients At beginning of the peri(Kl Disposals Depreciation 554 44258 (& impaimient) 75￿1 50954 170 510 277 831 8037 62295 Not book valuo At beginning of the pen'od At end of the period 336164 328574 339 169 $54 3370S7 329020 9. D•btorn 2022 2021 Trade debtors Prepayments Other debtors and accrued income 31328 21064 5135 3230 52390 8365 10. Creditor8- amounts falllng due within 1 yoar 2022 2021 Trade creditors (Deferred Income) Other credrtors Other creditors {HMRC + Pension) Accruals 156120 5586 19643 7016 188365 77121 5684 9155 5572 97532 17 Citizens Advice Doncaster Borough Notes to the accounts for the period ended 31 March 2022 11. Movomèntx in funds Balances brought fO￿ard Baknces carried Income Expendltufe Transfer8 forward Unrestricted Funds Designated.. Contractual commitrnent reserve 78000 41271 119271 General 17 297174 569615 1227814) 49762 688737 Restricted Funds MASDAP MAPS Trainee Henry Smith Charity CADB Tier Three DEFRA HMPT COMMUNITY HUB FOOD AWARE Help lo Claim 251407 48837 60040 107074 3271 1168 13086 1092 {219255) (32152) (32390) <16447) (60040) (107076) (3272) (1168) (13087) (1092) 538308 1488546) (49762) The purpose of each of the funds is detailed as follow8.. Unre8tricted Funds Contractual ¢ommltm•nt r•Mr¥• - a ￿SerVe designated by the Trustee Board, to ensure that the bureau is able to cover contracted payments lo $18ff such 8$ redundancy. provision of locum malemty cover, and the costs of any disciplinary andlor grievance procedu￿5 which may arise. DMBC - Denaby - to assi8t in provKling weekly outr8ach advice 8e88ion8 at the Denaby Springhill Centre. R•stricted Funds MASDAP (Money Advice Service Debt Advi￿ Project) - provides funds in partnership wrth Citizens Advice to provide face to face debt advi￿ services... Energy Best Deal Is a granl to provide fvel advice sessions to groups of frontline workers and consumers. Honry Smlth Charlty - a project FffjVKJiTrJ free advic* and support on debt. b&nefrts, housin9 and employmerrt lo people across the Borou9h of Doncaster. DEFRA - In Gonjunction with DMBC, a project to provide community based "advice acc8ss pods" across Doncaster Borough. HMPT (Helping More People Together) In conjunrtion with national Citizens Advice to provide increased telephone. email and Webchat advice via Adviceline for Clients. 18 Citizens Advice Doncaster Borough Notes to the accounts for the period ended 31 March 2022 12.Staff costs and number8 Staff costs were as follows.. 2022 2021 Wages and salaries Social security costs Pension 574573 37914 6265 618732 No employee received emoluments of more than £60,000. The average weekly number of employees during the yearwas 48 (2021 22). The full time equivalent was 40{202121). 374007 22773 3263 400043 At the period end pension charges of £nil had not been remrtted. 13.Analysls of net a•*ots by fund UnrMlrfct•d R••trl¢t•d fund8 fundi Total fvnds 2021 Fixed assets Net currenl assets 329020 359717 688737 329020 359717 688737 337057 232558 569615 14.Feo8 payable to independent examiner During the penod, the fees payable (excluding VAT) to the charity'8 independenl examiner CASDon {Community AGcountancy Services Doncaster) are analysed as follows.. 2022 2021 Independent examination Tax advisory services Otherfinancial serwces 3060 2580 260 3320 260 2820 15. The Tru8ts08' romun•ration, benefits and expenses None of the twstees have been paid any ￿Muneration or re*ived any olher benefits from an ernployment wrth the chanty or a related entity. No trustee expenses have been incurred 19 Citizens Advice Doncaster Borough Notes to the accounts for the period ended 31 March 2022 16. Related party tranmctions There have been no ￿lated party transa¢aions during the period under ￿vie1v. 17. Pension commitments The Charity operates a defined contribution pension scheme, dunng the period thtr Charty made contnbutions lo the scheme of £6.265 44 {2021 £3,263 22) At 31st March 2022 Itere was no outstanding liability. 18.Annual eommitmonts under operntlng loas•s The company had no commitments under operating leases at Ihe balance sheet date. 19. Sharo Capitsl The company is registered as a company limrted by guarantee and has no share caprtal. Tho current members are guarantor8 In tts 8um of £18ach. 20. C•ntral rgcharges Management Overheads Total Salaries Henry Smith Chanty Money Advice SeNice MAPS Trainee DEFRA CADB Tier Three FOOD AWARE COMMUNITY HUB Help to Claim 717 717 28874 28874 6363 6363 504 497 15414 15414 172 172 974 974 62698 62691 Central recharges are those costs which are not allocaled ￿1￿ctlY to a cost centre as they ar8 incurred bul are charged annually on the basis consistent with the use of resources lo fomiula agreed by the trustees. Overheads consist of premises and office costs. 21. Comparative information For comparison purpose, the Statement of financial octivities for the year*nded 3110312021 is Pfesenled as below_ (see nexl page) 20 Citizens Advice Doncaster Borough ststement of financial activities (incorporating an income and expenditure account) for the period ended 31 March 2021 Unrestricted R￿tricted Funds Funds Total 2021 Income {and endowments) from.. Donation3 and legaa'es Charitable actNitbes Investments Other 10 3 153570 10 582543 39 428973 Totsl Incorne 154665 428973 583638 Expendi￿rn on: Central administration eXF￿￿5 Charitable activrties 7 (23795) 33341 9546 Totsl expendlturn 72632 429807 502439 Net Incom•l•xp•ndltur• 82033 (834) 81199 Tfansfèrs betsyeen funds (331) 81702 331 Not mov•mont In lunds (503) 81199 Reconclllallon of funds Total funds brought forward Total fund8 carrlod forward 11 569615 569615 21