The Southern Youth Development Trust Board — Education Charity in Dunedin

The Southern Youth Development Trust Board is a Charitable Trust charity in the Education sector, based in Dunedin, Dunedin. Annual revenue: $0.8M NZD. Financial data as at June 2025.

Mission: To facilitate quality experiences that empower youth to make effective transitions. To enable young people to find out more about themselves and where they fit in.

Registration Number
CC11356
Charity Type
Charitable Trust
Registration Date
2007-10-14
Status
Active
Sector
Education
Location
Dunedin, Dunedin
Email
info@syd.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.9M NZD
Total Assets
$0.8M NZD
Net Assets
$0.5M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
20
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.8M$0.9M$0.5M
2024$0.9M$0.8M$0.7M
2023$0.9M$0.9M$0.6M
2022$0.9M$0.9M$0.5M
2021$0.5M$0.4M$0.4M
2020$0.7M$0.6M$0.3M
2019$0.8M$0.7M$0.2M
2018$0.9M$0.8M$0.1M
2017$0.8M$0.7M$-0.0M
2016$0.9M$0.8M$-0.0M

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Jennifer VellaTrustee2024-08-01
Salvador Martin-BulfinTreasurer & Secretary2024-08-01
Ben SommervilleChair2023-08-17
Charlene RapseyTrustee2021-05-06
Sara WaltonTrustee2017-10-25

Former Officers (23)

  • Tracey Scurr — Trustee (departed 2025-10-13)
  • Colin Brown — Trustee (departed 2025-10-24)
  • Raymond O'Brien — Trustee (departed 2024-05-24)
  • Alisa Warnock — Trustee (departed 2024-05-24)
  • Katherine Twist — Trustee (departed 2024-09-19)
  • Christopher Bernhardt — Trustee (departed 2021-03-23)
  • Phillippa Murrell — Secretary (departed 2023-08-17)
  • Oonagh McGirr — Trustee (departed 2021-02-25)
  • Paul Thompson — Trustee (departed 2022-06-16)
  • Cathryn Elsworth — Trustee (departed 2020-08-27)
  • Rebecca Twemlow — Trustee (departed 2018-09-25)
  • Michael Milne — Trustee (departed 2020-11-26)
  • Heidi Renata — Trustee (departed 2017-06-28)
  • Lani Evans — Trustee (departed 2015-10-26)
  • Philip Ker — Trustee (departed 2019-06-06)
  • James Henry — Trustee (departed 2016-03-05)
  • Andrew Kilsby — Trustee (departed 2012-08-27)
  • Jan Hudson — Trustee (departed 2021-06-30)
  • Malcolm Duncan Cameron — Trustee (departed 2020-10-16)
  • Graham Ronald Elkin — Trustee (departed 2013-06-22)

Funding Sources

  • Grassroots Trust Central Limited — $15,000

Similar Charities in Education

EducationCharitable Trust

The Southern Youth Development Trust Board

CC11356Dunedin, DunedinRegistered 14 Oct 2007
Data updated: 1 Nov 2026
Financials30 Jun 2025Rating1mo ago

Financial data as at June 2025. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

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 →
Revenue

$811.9K

Expenses

$945.0K

Assets

$764.1K

Staff

20

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

To facilitate quality experiences that empower youth to make effective transitions. To enable young people to find out more about themselves and where they fit in.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$811.9K
Total Expenses
$945.0K
Net Assets
$542.2K
Staff
20
employees

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based 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
6.9mo
Could operate 6.9 months with zero revenue
Healthy
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

65
Score /100
Moderate
HHI: 3,543
Other42.8%
Government Grants36.3%
Donations19.8%
Investment Income1.1%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 152 peers · Education · $100K – $1M

Rating Score
0
#47/153
Revenue
$812K
#15/153
Reserve Months
0.0
#1/153
Surplus
$-133K
#147/153
Staff Cost %
78%
#153/153

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC11356
Entity TypeCharitable Trust
Registered14 Oct 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated3 Sept 1998

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)Other - Acts an Umbrella body

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.