Southern Dairy Development Trust — Community Development Charity in Invercargill
Southern Dairy Development Trust is a Trust charity in the Community Development sector, based in Invercargill, Invercargill. CharityData rates this charity A- (89.5/100). Annual revenue: $3.8M NZD. Financial data as at May 2024.
Mission: Leading Innovation for Southern Farmer's Prosperity. To safeguard the investment of farmers into the previous Southern Demonstration farm, and capital donations into the formation of The Southern Dairy Hub. Mission to lead innovation for the future prosperity of Southern Farming.
- Registration Number
- CC10617
- Charity Type
- Trust
- Registration Date
- 2007-07-12
- Status
- Active
- CharityData Rating
- A- (89.5/100)
- Sector
- Community Development
- Location
- Invercargill, Invercargill
- craigm@mdp.co.nz
- Data as at
- May 2024
Financial Summary
- Total Revenue
- $3.8M NZD
- Total Expenses
- $4.1M NZD
- Total Assets
- $2.3M NZD
- Net Assets
- $2.2M NZD
- Reserve Months
- 6.4 months of operating expenses
- Staff Count
- 10
- Volunteers
- 28
- Financial Year End
- 2024-05-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $3.8M | $4.1M | $2.2M |
| 2023 | $3.5M | $3.7M | $2.5M |
| 2022 | $3.6M | $3.2M | $2.7M |
| 2021 | $3.1M | $2.7M | $2.3M |
| 2020 | $2.8M | $2.5M | $1.9M |
| 2019 | $2.0M | $2.4M | $1.6M |
| 2018 | $2.2M | $2.1M | $1.9M |
| 2017 | $1.6M | $0.3M | $1.8M |
| 2016 | $1.7M | $2.4M | $0.5M |
| 2015 | $2.4M | $2.9M | $1.2M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 89.5/100
- Financial Score
- 100
- Governance Score
- 65
- Transparency Score
- 65
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Community DevelopmentTrust
Southern Dairy Development Trust
CC10617Invercargill, InvercargillRegistered 12 Jul 2007
Data updated: Yesterday
Financials31 May 2024Rating22h ago
Financial data as at May 2024. Sourced from Charities Services register.
A-
90/100
Financial
100
Governance
65
Transparency
65
Revenue
$3.8M
Expenses
$4.1M
Assets
$2.3M
Staff
10
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.0 methodology.
About
Mission
Leading Innovation for Southern Farmer's Prosperity. To safeguard the investment of farmers into the previous Southern Demonstration farm, and capital donations into the formation of The Southern Dairy Hub. Mission to lead innovation for the future prosperity of Southern Farming.
Key Statistics
Annual Revenue
$3.8M
Total Expenses
$4.1M
Net Assets
$2.2M
Staff
10
employees
Volunteers
28
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
0.1mo
Could operate 0.1 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
7
Score /100
Highly Concentrated
HHI: 9,305
High Concentration: 96% of revenue from Other
Other96.4%
Donations3.4%
Investment Income0.2%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 55 peers · Community Development · $1M – $10M
Rating Score
90
Revenue
$3.8M
Reserve Months
6.4
Surplus
$-310K
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
Address
Invercargill, Invercargill
Registration
Registration NumberCC10617
Entity TypeTrust
Registered12 Jul 2007
StatusRegistered
Sector & Activities
Primary Sector
Community DevelopmentData 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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