Central Otago Budgeting Service Incorporated — Education Charity in Alexandra
Central Otago Budgeting Service Incorporated is a Trust charity in the Education sector, based in Alexandra, Alexandra. This organisation also provides funding to other charities. CharityData rates this charity A- (89.5/100). 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
- Trust
- Registration Date
- 2008-01-08
- Status
- Active
- CharityData Rating
- A- (89.5/100)
- Sector
- Education
- Location
- Alexandra, Alexandra
- cobas@ach.org.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 6.7 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 |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 89.5/100
- Financial Score
- 100
- Governance Score
- 65
- Transparency Score
- 65
Funding Sources
- Aotearoa Gaming Foundation — $1,715 (foundation)
Similar Charities in Education
- The Honey Industry Charitable Trust — Education
- Toimata Foundation — Education
- Community Legal Advice Whanganui Trust — Education
- Garden Marlborough 2004 Incorporated — Education
- The Tironui Music Trust — Education
Central Otago Budgeting Service Incorporated
CC20424Alexandra, AlexandraRegistered 8 Jan 2008
Data updated: Today
Financials9mo agoRating14h ago
Financial data as at June 2025. Sourced from Charities Services register.
A-
90/100
Financial
100
Governance
65
Transparency
65
Revenue
$141.3K
Expenses
$146.4K
Assets
$99.0K
Staff
4
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.0 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Otago
About
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
Key Statistics
Annual Revenue
$141.3K
Total Expenses
$146.4K
Net Assets
$82.0K
Staff
4
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
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
10
Score /100
Highly Concentrated
HHI: 8,975
High Concentration: 95% of revenue from Other
Other94.6%
Investment Income5.1%
Donations0.3%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 116 peers · Education · $100K – $1M
Rating Score
90
Revenue
$141K
Reserve Months
6.7
Surplus
$-5K
Staff Cost %
79%
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
A-
2025
Score: 89.5
Financial: 100 | Governance: 65 | Transparency: 65
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Address
Alexandra, Alexandra
Registration
Registration NumberCC20424
Entity TypeTrust
Registered8 Jan 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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 16 April 2026.
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