Social Opportunity Group — Education Charity in Alexandra
Social Opportunity Group is a Trust charity in the Education sector, based in Alexandra, Alexandra. Annual revenue: $0.0M NZD. Financial data as at March 2026.
Mission: The purposes of the organisation are: 1. To advance education through the provision of drama, art, music, sport, gardening, yoga, cooking and language programs for children; 2. To provide a platform for people to transition from subsistence to maintaining a good quality of life; 3. To relieve poverty by providing nutritious meals of children in need.
- Registration Number
- CC56890
- Charity Type
- Trust
- Registration Date
- 2019-07-03
- Status
- Active
- Sector
- Education
- Location
- Alexandra, Alexandra
- benji_whit@yahoo.com
- Data as at
- March 2026
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 4
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | - |
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | $0.0M |
| 2023 | $0.0M | $0.0M | $0.0M |
| 2022 | $0.0M | $0.0M | $0.0M |
| 2021 | $0.0M | $0.0M | $0.0M |
| 2020 | $0.0M | $0.0M | $0.0M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Gareth Lochaden | Vice President | 2019-10-14 |
| Judith Whitaker | Secretary/treasurer | 2019-01-19 |
| Carolyn Lyon | President | 2018-08-31 |
| Sarah Philip | Member | 2018-08-31 |
Former Officers (2)
- Sarah Reid — Vice President (departed 2019-10-14)
- Alan Whitaker — Secretary/treasurer (departed 2020-04-25)
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Social Opportunity Group
Financial data as at March 2026. Sourced from Charities Services register.
Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.
How ratings work →$2.0K
$0
4
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
About
The purposes of the organisation are: 1. To advance education through the provision of drama, art, music, sport, gardening, yoga, cooking and language programs for children; 2. To provide a platform for people to transition from subsistence to maintaining a good quality of life; 3. To relieve poverty by providing nutritious meals of children in need.
Key Statistics
Financial Trends
Financial Trends (7 Years)
Revenue Breakdown
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 355 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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Sector & Activities
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. Last updated: 14 September 2026.
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