The New Zealand Institute of Management Southern Incorporated — Education Charity in Christchurch
The New Zealand Institute of Management Southern Incorporated is a Trust charity in the Education sector, based in Christchurch, Christchurch. CharityData rates this charity F (30/100). Annual revenue: $1.7M NZD. 1 red flag detected. Financial data as at December 2024.
Mission: To advance education by providing training and development opportunities to improve management and leadership practices in business and organisations in New Zealand, through public and private educational programmes. To advance education by encouraging the provision of foundation management and leadership education and training to all sections of the population, including programmes that lead to employment opportunities. To benefit the community by providing a system where management and leadership competence and educational achievement can be publicly recognised. To advance education and benefit the community by promoting research on management issues, including standards development and benchmarking surveys. To advance education by establishing funds for scholarships to promote innovative practice and provide access to education and training opportunities for New Zealand leaders.
- Registration Number
- CC42793
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Education
- Location
- Christchurch, Christchurch
- Website
- http://www.nzim.co.nz
- info@nzim.co.nz
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $1.7M NZD
- Total Expenses
- $1.6M NZD
- Total Assets
- $6.0M NZD
- Net Assets
- $5.8M NZD
- Reserve Months
- 41.9 months of operating expenses
- Staff Count
- 8
- Volunteers
- 0
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $1.7M | $1.6M | $5.8M |
| 2023 | $2.0M | $1.6M | $5.7M |
| 2022 | $1.6M | $1.4M | $5.0M |
| 2021 | $1.4M | $1.4M | $4.9M |
| 2020 | $1.8M | $1.4M | $4.8M |
| 2019 | $1.4M | $1.5M | $4.4M |
| 2018 | $1.2M | $1.5M | $4.5M |
| 2017 | $1.3M | $1.5M | $4.8M |
| 2016 | $3.3M | $1.7M | $5.0M |
| 2015 | $1.1M | $1.6M | $4.8M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 41.9 months of expenses in reserves ($5.8M) — above the 18-month threshold
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (20)
- Ian McKee — Trustee
- Ian Currie — Trustee (departed 2019-05-27)
- Kenneth Blair — Trustee
- Anthony Guilliland — Director
- Susan Brown — Director
- James Jorgensen — Trustee
- Tracey Paterson — Trustee (departed 2015-12-31)
- William Karaitiana — Trustee (departed 2012-03-28)
- Richard Whitney — Trustee (departed 2014-03-26)
- John Chang — Trustee (departed 2011-04-28)
- Michael Weusten — Trustee
- Reginald Garters — Secretary (departed 2009-04-30)
- Kathleen Farndon — Director (departed 2009-04-30)
- Brian Soutar — Director (departed 2014-03-26)
- Kevin Vincent — Director (departed 2009-04-30)
- Murray Wiig — Director (departed 2011-04-28)
- Thomas McBrearty — Director (departed 2009-01-01)
- Cate Hlavac — Director (departed 2011-04-28)
- Cheryl Doig — Director (departed 2011-04-28)
- Gordon Richards — Director (departed 2012-03-28)
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EducationTrust
The New Zealand Institute of Management Southern Incorporated
CC42793Christchurch, ChristchurchRegistered 30 Jun 2008
Data updated: 6 days ago
Financials31 Dec 2024Rating10h ago
Financial data as at December 2024. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$1.7M
Expenses
$1.6M
Assets
$6.0M
Staff
8
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
About
Mission
To advance education by providing training and development opportunities to improve management and leadership practices in business and organisations in New Zealand, through public and private educational programmes. To advance education by encouraging the provision of foundation management and leadership education and training to all sections of the population, including programmes that lead to employment opportunities. To benefit the community by providing a system where management and leadership competence and educational achievement can be publicly recognised. To advance education and benefit the community by promoting research on management issues, including standards development and benchmarking surveys. To advance education by establishing funds for scholarships to promote innovative practice and provide access to education and training opportunities for New Zealand leaders.
Key Statistics
Annual Revenue
$1.7M
Total Expenses
$1.6M
Net Assets
$5.8M
Staff
8
employees
Volunteers
0
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
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
1.2mo
Could operate 1.2 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
46
Score /100
Concentrated
HHI: 5,380
Other67.8%
Trading / Services27.6%
Investment Income4.6%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 29 peers · Education · $1M – $10M
Rating Score
30
Revenue
$1.7M
Reserve Months
41.9
Surplus
$62K
Staff Cost %
0%
Top Peers in Group
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 ProfileContact Details
Registration
Registration NumberCC42793
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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: 21 April 2026.
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