Borland Lodge Adventure and Education Trust — Community Development Charity in Otautau
Borland Lodge Adventure and Education Trust is a Charitable Trust charity in the Community Development sector, based in Otautau, Otautau. CharityData rates this charity B (78.5/100). Annual revenue: $0.3M NZD. Financial data as at June 2025.
Mission: The Trust operates an outdoor education facility.
- Registration Number
- CC34469
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B (78.5/100)
- Sector
- Community Development
- Location
- Otautau, Otautau
- Website
- http://www.borlandlodge.co.nz
- manager@borlandlodge.co.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $1.2M NZD
- Net Assets
- $1.2M NZD
- Reserve Months
- 6.2 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
- 78.5/100
- Financial Score
- 80
- Governance Score
- 75
- 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
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- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
Borland Lodge Adventure and Education Trust
Financial data as at June 2025. Sourced from Charities Services register.
Reasons to look carefully (1)
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.
- 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. Methodology: /about/methodology/concern-signals.
$272.6K
$234.6K
$1.2M
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
The Trust operates an outdoor education facility.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 147 peers · Community Development · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
BIs this your charity?
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Sector & Activities
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. Last updated: 1 October 2026.
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