CCEW Charity Commission profile

COVENTRY INDEPENDENT ADVICE SERVICE

Registered charity 1015216 · organisation 1015216

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
13 November 1992
Removed
Not supplied
Company number supplied
02761115
Financial period
1 April 2024 – 31 March 2025
Latest income
£350,540
Latest expenditure
£375,973
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Norton House, Bird Street, COVENTRY, CV1 5FX

Website recorded by the regulator: https://covadvice.org.uk (displayed as text)

02 Activities

What the charity does

We offer free advice, information and support to residents of Coventry and surrounding areas. We hold the Advice Quality Standard for our debt and welfare benefits advice, a nationally recognised quality mark for public advice organisations. We are members of AdviceUK and our debt advice is regulated by the Financial Conduct Authority. Our aim is to combat poverty and financial exclusion.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
10 December 2025
Date Accounts Received
10 December 2025
Total Gross Income
£350,540
Total Gross Expenditure
£375,973
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
27 January 2025
Date Accounts Received
27 January 2025
Total Gross Income
£506,829
Total Gross Expenditure
£450,563
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
30 November 2023
Date Accounts Received
30 November 2023
Total Gross Income
£415,093
Total Gross Expenditure
£439,599
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
25 October 2022
Date Accounts Received
25 October 2022
Total Gross Income
£397,129
Total Gross Expenditure
£454,160
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
30 November 2021
Date Accounts Received
30 November 2021
Total Gross Income
£498,075
Total Gross Expenditure
£449,462

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
10 December 2025
Total Gross Income
£350,540
Total Gross Expenditure
£375,973
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£171,043
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
10
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
27 January 2025
Total Gross Income
£506,829
Total Gross Expenditure
£450,563
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£325,287
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
10
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
30 November 2023
Total Gross Income
£415,093
Total Gross Expenditure
£439,599
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£322,287
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
6
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
25 October 2022
Total Gross Income
£397,129
Total Gross Expenditure
£454,160
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£322,287
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
5
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
30 November 2021
Total Gross Income
£498,075
Total Gross Expenditure
£449,462
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£356,256
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
8

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
27 January 2025
Income Donations And Legacies
455809
Income Other Trading Activities
50068
Income Charitable Activities
0
Income Investments
952
Income Other
0
Income Total Income And Endowments
506829
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£450,563
Expenditure Other
0
Expenditure Total
450563
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
150
Expenditure Support Costs
150
Expenditure Depreciation
1511
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£127,634
Assets Total Fixed
2054
Assets Own Use
2054
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£179,153
Assets Total Liabilities
£12,527
Assets Current Investment
0
Assets Total Assets And Liabilities
£168,680
Creditors One Year Total Current
12527
Creditors Falling Due After One Year
0
Assets Cash
£176,662
Funds Endowment
0
Funds Unrestricted
175760
Funds Restricted
-7080
Funds Total
168680
Count Employees
13
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Warwickshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Coventry City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty

08 Official extract

Charity Event History

Charity Name
COVENTRY INDEPENDENT ADVICE SERVICE
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2016-05-25T00:00:00
Reason
Funds transferred (s.74)
Assoc Organisation Number
3957826
Assoc Registered Charity Number
1074826
Assoc Charity Name
WILLENHALL COMMUNITY MONEY ADVICE CENTRE
Charity Name
COVENTRY INDEPENDENT ADVICE SERVICE
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1992-11-13T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 02/11/1992AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/10/2006AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10/09/2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 07/02/2013AS AMENDED BY SPECIAL RESOLUTION(S) DATED 08/10/2014AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21/10/2015 as amended on 06 Nov 2019 as amended on 24 Oct 2022
Charitable Objects
To promote any charitable purpose for the public benefit of communities in Coventry and the surrounding areas, predominantly by providing information, advice, public education and other support to relieve poverty and hardship, reduce inequality and improve quality of life.
Area Of Benefit
NORTH AND EAST COVENTRY

10 Official extract

Charity Other Names

Charity Name Id
81648
Charity Name Type
Previous name
Charity Name
WOODEND ADVICE AND INFORMATION CENTRE LIMITED
Charity Name Id
81644
Charity Name Type
Previous name
Charity Name
WOOD END ADVICE AND INFORMATION CENTRE LIMITED

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

12 Official extract

Charity Policy

Policy Name
Internal charity financial controls policy and procedures
Policy Name
Risk management
Policy Name
Trustee expenses policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Social media policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Conflicting interests
Policy Name
Complaints policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Paying staff
Policy Name
Investment
Policy Name
Volunteer management
Policy Name
Serious incident reporting policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Complaints handling