Portobello Community Incorporated — Community Development Charity in Dunedin

Portobello Community Incorporated is a Charitable Trust charity in the Community Development sector, based in Dunedin, Dunedin. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To conduct activities and programmes which will enhance Portobello as a great place to live, work and visit and to acknowledge the heritage of the Portobello area

Registration Number
CC60418
Charity Type
Charitable Trust
Registration Date
2022-08-17
Status
Active
Sector
Community Development
Location
Dunedin, Dunedin
Email
pbocomm.inc@gmail.com
Data as at
March 2026

Beneficiaries: Children / young people, General public, Older people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M$0.0M
2024$0.0M$0.3M$0.0M
2023$0.3M$0.0M$0.3M

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Elliot DixonChair2026-09-28
Laura ShepardSecretary2023-06-20
Michael LascaridesChair2021-06-15

Former Officers (2)

  • Stacey Kokaua-Balfour — Chair (departed 2023-06-20)
  • Amy McFadzien — Treasurer (departed 2025-03-19)

Funding Sources

  • Lion Foundation — $10,000

Similar Charities in Community Development

Community DevelopmentCharitable Trust

Portobello Community Incorporated

CC60418Dunedin, DunedinRegistered 17 Aug 2022
Data updated: 1 Nov 2026
Financials7mo agoRating1mo ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →

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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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

$3.6K

Expenses

$3.2K

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

About

Mission

To conduct activities and programmes which will enhance Portobello as a great place to live, work and visit and to acknowledge the heritage of the Portobello area

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder people

Key Statistics

Annual Revenue
$3.6K
Total Expenses
$3.2K
Net Assets
-

Financial Trends

Financial Trends (4 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
97c
For every $1 spent, 97c reaches programs
Strong
Sustainability
50mo
Could operate 50 months with zero revenue
Over-capitalized
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

2
Score /100
Highly Concentrated
HHI: 9,802
High Concentration: 99% of revenue from Other
Other99.0%
Investment Income1.0%

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

Peer Comparison

Ranked against 293 peers · Community Development · Under $100K

Rating Score
0
#48/294
Revenue
$4K
#240/294
Reserve Months
0.0
#1/294
Surplus
$374
#139/294
Staff Cost %
0%
#1/294

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC60418
Entity TypeCharitable Trust
Registered17 Aug 2022
StatusRegistered

Sector & Activities

Primary Sector
Community Development
Activities
Provides services (e.g. care / counselling)

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.