Central Otago Budgeting Service Incorporated — Social Services Charity in Alexandra
Central Otago Budgeting Service Incorporated is a Charitable Trust charity in the Social Services sector, based in Alexandra, Alexandra. 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
- Registration Number
- CC20424
- Charity Type
- Charitable Trust
- Registration Date
- 2008-01-08
- Status
- Active
- Sector
- Social Services
- Location
- Alexandra, Alexandra
- cobas@ach.org.nz
- Data as at
- June 2025
Beneficiaries: Family / whanau, General public, People with disabilities
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 4
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| 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 |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Sally Ferreira | Committee Member | 2024-09-20 |
| Geoffrey Heward | Committee Member | 2021-10-01 |
| Donna Foley | Committee Member | 2017-02-01 |
| Laurie Davies | Committee Member | 2016-11-01 |
| Pamela Hughes | Service Manager | 2016-10-19 |
| Kevin Mackenzie | Chair | 2015-02-04 |
| Robert Roy | Treasurer | 2014-09-25 |
| Anne Davies | Committee Member | 2010-09-11 |
Former Officers (13)
- Andrew Howley — Committee Member (departed 2023-09-29)
- Graeme Parr — Committee Member (departed 2016-10-19)
- Carole Gillions — Vice Chairperson (departed 2018-09-28)
- Helen Rodgers — Committee Member (departed 2015-10-28)
- Beth Carbine — Committee Member (departed 2016-10-19)
- Patrick McGettigan — Committee Member (departed 2016-04-28)
- Grant Bishop — Committee Member (departed 2016-10-19)
- Sandra O'neill — Committee Member (departed 2016-11-01)
- Dona Foley — Committee (departed 2010-09-10)
- Bernard O'neill — Committee Member (departed 2015-09-24)
- Sylvia Clearwater — Committee Member (departed 2009-08-28)
- Susan Symons — Secretary (departed 2016-10-19)
- Raymond Yardley — Chair (departed 2014-09-25)
Funding Sources
- Aotearoa Gaming Foundation — $1,715
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Central Otago Budgeting Service Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
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.
About
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
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 169 peers · Social Services · $100K – $1M
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Data 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.
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