Central Otago Living Options Charitable Trust — Social Services Charity in Alexandra

Central Otago Living Options Charitable Trust is a Trust charity in the Social Services sector, based in Alexandra, Alexandra. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at March 2016.

Mission: To provide supported living service for people with disabilities in Central Otago and the Wakatipu.

Registration Number
CC45915
Charity Type
Trust
Registration Date
2010-12-15
Status
Active
Sector
Social Services
Location
Alexandra, Alexandra
Email
alastair@livingoptions.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2016

Beneficiaries: People with disabilities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$3.2M NZD
Net Assets
$2.6M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2016-03-31

Financial History

YearRevenueExpensesNet Assets
2016$0.1M$0.1M$2.6M
2015$0.1M$0.1M$2.5M
2014$0.1M$0.1M$2.6M
2013$0.3M$0.1M$2.6M
2012$0.0M$0.0M$2.3M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (6)

  • Caroline Hutchison — Trustee
  • Pamella Wallace — Trustee
  • Peter Mead — Trustee (departed 2023-08-07)
  • Anthony Mckenna — Trustee
  • Heather Guest — Trustee
  • Thomas Pryde — Trustee (departed 2021-07-05)

Funding Sources

  • Pub Charity Limited — $73,202.52

Reporting Group Members

Central Otago Living Options Charitable Trust files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Social Services

FunderSocial ServicesTrustCharitable Trust

Central Otago Living Options Charitable Trust

CC45915Alexandra, AlexandraRegistered 15 Dec 2010
Data updated: 5 days ago
Financials31 Mar 2016Rating2d ago

Financial data as at March 2016. Sourced from Charities Services register.

NR
Not rated — Last filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

How ratings work →

Reasons to look carefully (3)

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
  • Reserves high for operating size
    Reserves cover ~286 months of expenses on $130K revenue — very high for an operating charity this size
  • Shared trustees with reporting-group siblings
    3 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

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.

Revenue

$130.2K

Expenses

$110.9K

Assets

$3.2M

Financial data from Charities Services annual return (FY2016). Ratings calculated using CharityData v3.1.1 methodology.

Reporting group parent. Central Otago Living Options Charitable Trust files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.

Show member charities (1)

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
People with Disabilities
Geographic Focus
Otago

About

Mission

To provide supported living service for people with disabilities in Central Otago and the Wakatipu.

Who We Serve

Beneficiaries
People with disabilities

Key Statistics

Annual Revenue
$130.2K
Total Expenses
$110.9K
Net Assets
$2.6M
Volunteers
0

Financial Trends

Financial Trends (5 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
2mo
Could operate 2 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

1
Score /100
Highly Concentrated
HHI: 9,920
High Concentration: 100% of revenue from Other
Other99.6%
Investment Income0.4%

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

Peer Comparison

Ranked against 140 peers · Social Services · $100K – $1M

Rating Score
0
#33/141
Revenue
$130K
#122/141
Reserve Months
0.0
#1/141
Surplus
$19K
#70/141
Staff Cost %
0%
#1/141

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

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Alexandra, Alexandra

Registration

Registration NumberCC45915
Entity TypeTrust
Registered15 Dec 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated29 Nov 2010
Registered office
29 Ngapara Street Alexandra 9320, Alexandra

Sector & Activities

Primary Sector
Social Services
Activities
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. Last updated: 28 September 2026.

Reporting Group — Consolidated Annual Return

Central Otago Living Options Charitable Trust is one of 2 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.