Borland Lodge Adventure and Education Trust — Education Charity in Otautau
Borland Lodge Adventure and Education Trust is a Trust charity in the Education sector, based in Otautau, Otautau. CharityData rates this charity B- (72.5/100). Annual revenue: $0.3M NZD. Financial data as at June 2025.
Mission: The Trust operates an outdoor education facility.
- Registration Number
- CC34469
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (72.5/100)
- Sector
- Education
- Location
- Otautau, Otautau
- Website
- http://www.borlandlodge.co.nz
- manager@borlandlodge.co.nz
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $1.2M NZD
- Net Assets
- $1.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.2M | $1.2M |
| 2024 | $0.2M | $0.2M | $1.2M |
| 2023 | $0.2M | $0.2M | $1.1M |
| 2022 | $0.2M | $0.2M | $1.1M |
| 2021 | $0.3M | $0.2M | $1.2M |
| 2020 | $0.2M | $0.2M | $1.2M |
| 2019 | $0.2M | $0.2M | $1.2M |
| 2018 | $0.2M | $0.2M | $1.2M |
| 2017 | $0.2M | $0.2M | $1.2M |
| 2016 | $0.2M | $0.2M | $1.3M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 72.5/100
- Financial Score
- 80
- Governance Score
- 55
- Transparency Score
- 65
- Program Spending Ratio
- 0.6%
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (25)
- Nick Perriam — Trustee
- Courtney Walker — Trustee (departed 2023-06-30)
- Rodger Millar — Trustee
- Juon Schoen — Trustee
- Keith Cooper — Trustee (departed 2024-07-21)
- Kylie White — Trustee (departed 2023-02-11)
- Brendon Wallace — Trustee (departed 2023-05-10)
- Wayne Green — Trustee (departed 2015-06-30)
- Don Carter — Trustee (departed 2015-06-30)
- Kerry Archer — Trustee (departed 2021-06-30)
- Donald Carter — Trustee
- Gray Robertson — Trustee (departed 2015-06-30)
- Grant Hubber — Trustee
- Gary Tong — Chair
- Kevin Wall — CEO (departed 2008-12-23)
- Bronwyn O'Brien — Secretary (departed 2011-09-27)
- Darryl Kensington — Trustee
- Stephen Canny — Trustee (departed 2015-06-30)
- David O'brien — Chair (departed 2014-06-30)
- John McHugh — Trustee
Funding Sources
- Pub Charity Limited — $7,817.06
Similar Charities in Education
- Christ's College Canterbury — Education
- Pukekohe Christian School Trust — Education
- IPENZ Foundation — Education
- Sathya Sai Preschool Rongomai — Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
EducationTrust
Borland Lodge Adventure and Education Trust
CC34469Otautau, OtautauRegistered 30 Jun 2008
Data updated: 3 days ago
Financials10mo agoRating4d ago
Financial data as at June 2025. Sourced from Charities Services register.
B-
73/100
Financial
80
Governance
55
Transparency
65
Reasons to look carefully (2)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
- Reserves high for operating sizeReserves cover ~62 months of expenses on $273K revenue — very high for an operating charity this size
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register.
Revenue
$272.6K
Expenses
$234.6K
Assets
$1.2M
Staff
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Mission
The Trust operates an outdoor education facility.
Key Statistics
Annual Revenue
$272.6K
Total Expenses
$234.6K
Net Assets
$1.2M
Staff
1
employees
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial Health Dashboard
Cents to the Cause
64c
For every $1 spent, 64c reaches programs
Adequate
Sustainability
0mo
Could operate 0 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
17
Score /100
Highly Concentrated
HHI: 8,275
High Concentration: 91% of revenue from Other
Other90.5%
Donations9.2%
Investment Income0.2%
Trading / Services0.1%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 130 peers · Education · $100K – $1M
Rating Score
73
Revenue
$273K
Reserve Months
0.0
Surplus
$38K
Staff Cost %
32%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B-Score: 72.5/100
Financial
80
Governance
55
Transparency
65
Why this grade: Financial 80 × 40% + Governance 55 × 60% = 65 → B-.
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Claim This ProfileContact Details
Registration
Registration NumberCC34469
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Companies Office
StatusRegistered
Entity TypeCharitable Trust
Incorporated11 Sept 2000
Registered office
347 Borland Road, Monowai, Blackmount
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: 4 May 2026.
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