The Clutha Budget Advisory Service — Health Charity in Balclutha
The Clutha Budget Advisory Service is a Trust charity in the Health sector, based in Balclutha, Balclutha. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: To empower and educate whanau and individuals to experience financial independence and wellbeing; and To provide short-term food support for people experiencing food insecurity
- Registration Number
- CC23983
- Charity Type
- Trust
- Registration Date
- 2008-05-06
- Status
- Active
- Sector
- Health
- Location
- Balclutha, Balclutha
- budgetingclutha@gmail.com
- Funder Status
- Grant-making charity (other)
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | - |
| 2024 | $0.1M | $0.1M | $0.1M |
| 2023 | $0.2M | $0.1M | $0.1M |
| 2022 | $0.1M | $0.0M | $0.0M |
| 2021 | $0.1M | $0.0M | $0.0M |
| 2020 | $0.0M | $0.0M | $0.0M |
| 2019 | $0.0M | $0.0M | $0.0M |
| 2018 | $0.0M | $0.0M | $0.1M |
| 2017 | $0.0M | $0.1M | $0.1M |
| 2016 | $0.1M | $0.1M | $0.1M |
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Aleisha Garside | Trustee | 2025-10-22 |
| Lisa Sell | Trustee | 2025-10-22 |
| Sharon Grellet | Trustee | 2025-10-22 |
Former Officers (20)
- Bronwyn Campbell — Trustee
- Sarita Love — Trustee
- Vicki Woodrow — Chair
- Tania Lowery — Trustee
- Melissa Sheppard — Trustee (departed 2024-09-30)
- Pauline Ellis — Treasurer / Trustee (departed 2024-06-30)
- Kate Flett-Scott — Trustee-Chairperson (departed 2024-09-30)
- Mirjam Spronk — Trustee (departed 2021-09-27)
- Michelle Gerwitz — Trustee-Grants-Officer (departed 2023-10-30)
- Vivienne Fiddes — Trustee (departed 2020-09-16)
- Erin Pendreigh — Trustee-Chairperson (departed 2022-08-01)
- Peter Ballantyne — Trustee (departed 2020-09-16)
- Kaylene Holland — Chair (departed 2013-08-31)
- Karen Arthur — Secretary (departed 2016-03-01)
- Lee-Anne Michelle — Trustee / Coordinator
- Chrystine Stirling — Trustee (departed 2010-08-30)
- Elizabeth Taylor — Trustee (departed 2018-10-01)
- Murray McLean — Trustee / Chairperson (departed 2011-02-01)
- Brian Ballantyne — Trustee / Member (departed 2013-08-31)
- Maxine Agnew — Trustee / Treasurer (departed 2013-08-31)
Funding Sources
- The Trusts Community Foundation — $10,000
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
The Clutha Budget Advisory Service
Financial data as at June 2025. Sourced from Charities Services register.
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 →$73.2K
$105.3K
3
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To empower and educate whanau and individuals to experience financial independence and wellbeing; and To provide short-term food support for people experiencing food insecurity
Who We Serve
Key Statistics
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
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 265 peers · Health · Under $100K
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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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.
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