Citizens Advice Bureau North Otago Incorporated — Social Services Charity in Oamaru

Citizens Advice Bureau North Otago Incorporated is a Trust charity in the Social Services sector, based in Oamaru, Oamaru. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at June 2026.

Mission: To ensure that individuals do not suffer through ignorance of their rights and responsibilities, or of the services available; or through an inability to express their needs effectively. The service provides free to all individuals an impartial and confidential service of information, guidance and support, and makes responsible use of the experience so gained.

Registration Number
CC25034
Charity Type
Trust
Registration Date
2008-05-28
Status
Active
Sector
Social Services
Location
Oamaru, Oamaru
Email
coordinator.northotago@cab.org.nz
Funder Status
Grant-making charity (society)
Data as at
June 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
1
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M$0.0M
2023$0.0M$0.0M$0.0M
2022$0.0M$0.0M$0.0M
2021$0.0M$0.0M$0.0M
2020$0.0M$0.0M$0.0M
2019$0.0M$0.0M$0.0M
2018$0.0M$0.0M-
2017$0.0M$0.0M-

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Geoff NeillSecrertary2025-09-12
Lorna GilchristTrustee2024-09-13
Linda JamiesonTrustee2024-09-13
Sandra WebsterTrustee2021-08-13
Janice McPhersonTrustee2021-08-13
Judith LinwoodTrustee2016-08-12
Ian DaviesTreasurer2013-08-03
Peter BondChair2013-08-02

Former Officers (19)

  • Shirley Elliott — Trustee (departed 2025-09-12)
  • Heidi Jeory — Secretary (departed 2026-01-19)
  • Paul Hebden — Chair (departed 2025-05-16)
  • Adrienne Lambeth — Trustee (departed 2020-08-19)
  • Colene Russell — Trustee (departed 2021-07-30)
  • Audrey Hill — Trustee (departed 2021-05-28)
  • Ian Grieve — Chair (departed 2019-05-03)
  • Don Kendall — Committee (departed 2016-08-23)
  • Mark Wylie — Committee (departed 2016-08-11)
  • Anne King — Chair (departed 2020-03-31)
  • Zeta Taylor — Trustee (departed 2018-08-10)
  • Rona Kitto — Secretary (departed 2018-08-10)
  • Alan Kerby — Committee Member (departed 2013-08-02)
  • Adrienne Alding — Chair (departed 2013-08-02)
  • Carmen Hepple — Committee (departed 2012-07-18)
  • Atholea Shanks — Committee (departed 2013-08-02)
  • Sarah Hay — Committee (departed 2009-08-27)
  • Elizabeth Sylvester — Committee (departed 2013-08-02)
  • Eunice Cottier — Treasurer (departed 2013-08-02)

Funding Sources

  • Lion Foundation — $3,208

Similar Charities in Social Services

FunderSocial ServicesTrustSociety

Citizens Advice Bureau North Otago Incorporated

CC25034Oamaru, OamaruRegistered 28 May 2008
Data updated: 3 days ago
Financials3mo agoRating3d ago

Financial data as at June 2026. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$29.2K

Expenses

$38.1K

Staff

1

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
Arts & Culture
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To ensure that individuals do not suffer through ignorance of their rights and responsibilities, or of the services available; or through an inability to express their needs effectively. The service provides free to all individuals an impartial and confidential service of information, guidance and support, and makes responsible use of the experience so gained.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$29.2K
Total Expenses
$38.1K
Net Assets
-
Staff
1
employees

Financial Trends

Financial Trends (18 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
4.6mo
Could operate 4.6 months with zero revenue
Low reserves
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

26
Score /100
Highly Concentrated
HHI: 7,430
High Concentration: 85% of revenue from Other
Other84.9%
Donations14.9%
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 295 peers · Social Services · Under $100K

Rating Score
0
#41/296
Revenue
$29K
#111/296
Reserve Months
0.0
#1/296
Surplus
$-9K
#269/296
Staff Cost %
63%
#296/296

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC25034
Entity TypeTrust
Registered28 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated20 Oct 1993
Registered office
100 Thames Street, Oamaru, 9400

Sector & Activities

Primary Sector
Social Services
Activities
Provides advice / information / advocacy

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: 29 September 2026.