Central Otago Budgeting Service Incorporated is a Trust charity in the Education sector, based in Alexandra, Alexandra. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: The object of the society shall be the provision of a complimentary budgeting service within the area covered by the Central Otago and Queenstown Lakes district councils but the geographical limits of which may be varied from time to time by the Management Committee. The Service will: a) help people manage, more effectively, their financial resources for the benefit of the family unit as a whole and for family members individually b) provide long term management of finances where appropriate c) provide communication and liaison between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of family budgeting advice d) recruit, select and train volunteers for budget advisory work e) engage in promotional and educational activities regarding household/family budgeting to foster public awareness of family budgeting as a means of managing a family’s financial resources f) do all such lawful things as may be
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $0.1M |
| 2024 | $0.1M | $0.1M | $0.1M |
| 2023 | $0.1M | $0.1M | $0.1M |
| 2022 | $0.1M | $0.1M | $0.1M |
| 2021 | $0.1M | $0.1M | $0.1M |
| 2020 | $0.1M | $0.1M | $0.0M |
| 2019 | $0.1M | $0.1M | $0.1M |
| 2018 | $0.0M | $0.0M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
| 2016 | $0.1M | $0.1M | $0.1M |
Financial data as at June 2025. Sourced from Charities Services register.
Charities Services Tier 3/4 reporting allows smaller charities to file a summary annual-return form rather than separately audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $1M threshold at which audited accounts are expected. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above.
How ratings work →$141.3K
$146.4K
$99.0K
4
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This organisation makes grants or donations to other charities and organisations.
The object of the society shall be the provision of a complimentary budgeting service within the area covered by the Central Otago and Queenstown Lakes district councils but the geographical limits of which may be varied from time to time by the Management Committee. The Service will: a) help people manage, more effectively, their financial resources for the benefit of the family unit as a whole and for family members individually b) provide long term management of finances where appropriate c) provide communication and liaison between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of family budgeting advice d) recruit, select and train volunteers for budget advisory work e) engage in promotional and educational activities regarding household/family budgeting to foster public awareness of family budgeting as a means of managing a family’s financial resources f) do all such lawful things as may be
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 119 peers · Education · $100K – $1M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 23 April 2026.
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