CCEW Charity Commission profile

Citizens Advice Mid Mercia

Registered charity 1107830 · organisation 4013456

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
27 January 2005
Removed
Not supplied
Company number supplied
05311627
Financial period
1 April 2024 – 31 March 2025
Latest income
£5,085,640
Latest expenditure
£4,865,736
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: 114 CHURCH STREET, CHURCH GRESLEY, SWADLINCOTE, DERBYSHIRE, DE11 9NR

Website recorded by the regulator: www.citizensadvice.org.uk/local/mid-mercia (displayed as text)

02 Activities

What the charity does

To provide free, confidential, impartial and independent advice and information for the benefit of the local community, to exercise a responsible influence on the development of social policies and services and to ensure individuals do not suffer through a lack of knowledge or an inability to express their needs effectively.

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
19 November 2025
Date Accounts Received
19 November 2025
Total Gross Income
£5,085,640
Total Gross Expenditure
£4,865,736
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
20 January 2025
Date Accounts Received
20 January 2025
Total Gross Income
£3,189,142
Total Gross Expenditure
£3,025,458
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
9 January 2024
Date Accounts Received
9 January 2024
Total Gross Income
£2,327,372
Total Gross Expenditure
£2,168,683
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
24 January 2023
Date Accounts Received
24 January 2023
Total Gross Income
£1,995,291
Total Gross Expenditure
£1,873,910
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
16 December 2021
Date Accounts Received
16 December 2021
Total Gross Income
£1,879,049
Total Gross Expenditure
£1,648,475

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
19 November 2025
Total Gross Income
£5,085,640
Total Gross Expenditure
£4,865,736
Grant Making Is Main Activity
No
Count Govt Contracts
16
Count Govt Grants
£0
Income From Government Contracts
2246691
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
Yes
Count Salary Band 60001 70000
1
Count Salary Band 70001 80000
1
Count Volunteers
32
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
20 January 2025
Total Gross Income
£3,189,142
Total Gross Expenditure
£3,025,458
Grant Making Is Main Activity
No
Count Govt Contracts
14
Count Govt Grants
£0
Income From Government Contracts
1131946
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
Yes
Count Salary Band 60001 70000
1
Count Volunteers
32
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
9 January 2024
Total Gross Income
£2,327,372
Total Gross Expenditure
£2,168,683
Grant Making Is Main Activity
No
Count Govt Contracts
13
Count Govt Grants
£0
Income From Government Contracts
894983
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
38
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
24 January 2023
Total Gross Income
£1,995,291
Total Gross Expenditure
£1,873,910
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
15
Charity Receives Govt Funding Grants
No
Income From Government Contracts
1052493
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
32
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
16 December 2021
Total Gross Income
£1,879,049
Total Gross Expenditure
£1,648,475
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
16
Charity Receives Govt Funding Grants
No
Income From Government Contracts
930592
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
140

05 Official extract

Charity Annual Return Partb

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
19 November 2025
Income Donations And Legacies
1055
Income Other Trading Activities
0
Income Charitable Activities
5060149
Income Investments
24436
Income Other
0
Income Total Income And Endowments
5085640
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£4,865,736
Expenditure Other
0
Expenditure Total
4865736
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
41133
Expenditure Support Costs
819381
Expenditure Depreciation
5567
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£383,272
Assets Total Fixed
210393
Assets Own Use
210393
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,536,640
Assets Total Liabilities
£429,190
Assets Current Investment
177276
Assets Total Assets And Liabilities
£1,317,843
Creditors One Year Total Current
429190
Creditors Falling Due After One Year
0
Assets Cash
£973,364
Funds Endowment
0
Funds Unrestricted
755131
Funds Restricted
562712
Funds Total
1317843
Count Employees
136
Charity Only Accounts
Yes
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
20 January 2025
Income Donations And Legacies
938
Income Other Trading Activities
0
Income Charitable Activities
3176874
Income Investments
9828
Income Other
1502
Income Total Income And Endowments
3189142
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£3,025,458
Expenditure Other
0
Expenditure Total
3025458
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
43033
Expenditure Support Costs
663197
Expenditure Depreciation
5567
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£332,303
Assets Total Fixed
215959
Assets Own Use
215959
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,298,388
Assets Total Liabilities
£416,408
Assets Current Investment
170000
Assets Total Assets And Liabilities
£1,097,939
Creditors One Year Total Current
416408
Creditors Falling Due After One Year
0
Assets Cash
£821,634
Funds Endowment
0
Funds Unrestricted
734262
Funds Restricted
363677
Funds Total
1097939
Count Employees
88
Charity Only Accounts
Yes
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
9 January 2024
Income Donations And Legacies
1452
Income Other Trading Activities
460
Income Charitable Activities
2319179
Income Investments
2800
Income Other
3481
Income Total Income And Endowments
2327372
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,168,683
Expenditure Other
0
Expenditure Total
2168683
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
29869
Expenditure Support Costs
481897
Expenditure Depreciation
16944
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£358,447
Assets Total Fixed
294807
Assets Own Use
294807
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,022,403
Assets Total Liabilities
£309,674
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,007,536
Creditors One Year Total Current
309674
Creditors Falling Due After One Year
0
Assets Cash
£778,597
Funds Endowment
0
Funds Unrestricted
769063
Funds Restricted
238473
Funds Total
1007536
Count Employees
73
Charity Only Accounts
Yes
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
24 January 2023
Income Donations And Legacies
716
Income Other Trading Activities
9815
Income Charitable Activities
1984760
Income Investments
0
Income Other
0
Income Total Income And Endowments
1995291
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,873,910
Expenditure Other
0
Expenditure Total
1873910
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
22579
Expenditure Support Costs
440059
Expenditure Depreciation
32084
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£712,701
Assets Total Fixed
284433
Assets Own Use
284433
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£763,595
Assets Total Liabilities
£199,181
Assets Current Investment
0
Assets Total Assets And Liabilities
£848,847
Creditors One Year Total Current
199181
Creditors Falling Due After One Year
0
Assets Cash
£633,733
Funds Endowment
0
Funds Unrestricted
712701
Funds Restricted
136146
Funds Total
848847
Count Employees
62
Charity Only Accounts
Yes
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
16 December 2021
Income Donations And Legacies
191
Income Other Trading Activities
13510
Income Charitable Activities
1865348
Income Investments
0
Income Other
0
Income Total Income And Endowments
1879049
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,648,475
Expenditure Other
0
Expenditure Total
1648475
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
27412
Expenditure Support Costs
388305
Expenditure Depreciation
23046
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£436,220
Assets Total Fixed
284861
Assets Own Use
284861
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£661,046
Assets Total Liabilities
£218,441
Assets Current Investment
0
Assets Total Assets And Liabilities
£727,466
Creditors One Year Total Current
189802
Creditors Falling Due After One Year
28639
Assets Cash
£535,179
Funds Endowment
0
Funds Unrestricted
436220
Funds Restricted
291246
Funds Total
727466
Count Employees
63
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Derbyshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Staffordshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
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
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
Citizens Advice Mid Mercia
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2005-01-27T00:00:00
Charity Name
Citizens Advice Mid Mercia
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2018-12-07T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
4032269
Assoc Registered Charity Number
1120195
Assoc Charity Name
CITIZENS ADVICE & LAW CENTRE

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 13 DEC 2004AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 23 OCT 2019AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 17 JUL 2021
Charitable 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 DERBY CITY, SOUTH DERBYSHIRE, EAST STAFFORDSHIRE, TAMWORTH AND SURROUNDING AREA.
Area Of Benefit
THE COMMUNITY IN DERBY CITY, SOUTH DERBYSHIRE, EAST STAFFORDSHIRE, TAMWORTH AND SURROUNDING AREA.

10 Official extract

Charity Other Names

Charity Name Id
621969
Charity Name Type
Working name
Charity Name
Citizens Advice Mid Mercia
Charity Name Id
441236
Charity Name Type
Previous name
Charity Name
SOUTH DERBYSHIRE CITIZENS ADVICE BUREAU

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

12 Official extract

Charity Policy

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