University Book Shop (Otago) Limited — Education Charity in Dunedin

University Book Shop (Otago) Limited is a Company charity in the Education sector, based in Dunedin, Dunedin. Annual revenue: $3.0M NZD. Financial data as at September 2023.

Mission: We are a 100% subsidiary of the Otago University Students Association. Our purpose is to provide a return on investment by way of dividend payment in order that they may continue to provide and support student activities and student welfare on campus.

Registration Number
CC20527
Charity Type
Company
Registration Date
2008-01-15
Status
Active
Sector
Education
Location
Dunedin, Dunedin
Email
hgw@hgw.co.nz
Data as at
September 2023

Beneficiaries: Other charities, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$3.0M NZD
Total Expenses
$3.1M NZD
Total Assets
$0.8M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
16
Volunteers
0
Financial Year End
2023-09-30

Financial History

YearRevenueExpensesNet Assets
2023$3.0M$3.1M$0.1M
2022$2.8M$3.0M$0.2M
2021$3.5M$3.7M$0.4M
2020$3.7M$3.7M$0.6M
2019$4.9M$5.1M$0.6M
2018$3.5M$3.6M$1.9M
2017$3.5M$3.5M$2.0M
2016$3.8M$3.8M$2.0M
2015$3.9M$3.7M$1.6M
2014$3.7M$3.7M$1.5M

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Amit PrasadDirector2022-07-04
Benjamin NettletonDirector2022-07-04

Former Officers (26)

  • Simon Dalton — General Manager (departed 2025-06-30)
  • Gina Huakau — Director (departed 2023-06-19)
  • Michaela Waite-Harvey — Director (departed 2021-12-31)
  • Nigel O'Rorke — Director (departed 2026-05-29)
  • William Allison — Director (departed 2026-05-29)
  • James Heath — Officer (departed 2019-12-31)
  • Deborah Downs — Officer (departed 2018-12-31)
  • Caitlin Barlow-Groome — Officer (departed 2018-12-07)
  • Hugh Baird — Officer (departed 2018-01-01)
  • Laura Harris — Officer (departed 2016-12-31)
  • Paul Hunt — Director (departed 2015-12-31)
  • Ruby Sycamore-Smith — Director (departed 2014-12-02)
  • Phillippa Duffy — General Manager (departed 2023-02-04)
  • Darel Hall — Alternative Director (departed 2014-12-23)
  • Logan Somers-edgar — Director (departed 2014-01-21)
  • Daniel Stride — Director (departed 2011-06-28)
  • Rachel Brooking — Director (departed 2020-11-10)
  • James Meager — Director (departed 2010-12-31)
  • John Scandrett — Director (departed 2018-12-07)
  • Edwin Darlow — Director (departed 2009-12-31)

Reporting Group Members

University Book Shop (Otago) Limited files a consolidated Annual Return jointly with 3 sibling charities:

Similar Charities in Education

EducationCompany

University Book Shop (Otago) Limited

CC20527Dunedin, DunedinRegistered 15 Jan 2008
Data updated: Today
Financials30 Sept 2023Rating22h ago

Financial data as at September 2023. Sourced from Charities Services register.

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$3.0M

Expenses

$3.1M

Assets

$838.2K

Staff

16

Financial data from Charities Services annual return (FY2023). Ratings calculated using CharityData v3.1.1 methodology.

Part of a reporting group. University Book Shop (Otago) Limited files its annual return under the consolidated return filed by Otago University Students Association Incorporated. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.Parent rating: C.

About

Mission

We are a 100% subsidiary of the Otago University Students Association. Our purpose is to provide a return on investment by way of dividend payment in order that they may continue to provide and support student activities and student welfare on campus.

Who We Serve

Beneficiaries
Other charitiesVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$3.0M
Total Expenses
$3.1M
Net Assets
$57.6K
Staff
16
employees
Volunteers
0

Financial Trends

Financial Trends (16 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
0mo
Could operate 0 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Other
Other100.0%

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

Peer Comparison

Ranked against 62 peers · Education · $1M – $10M

Rating Score
0
#37/63
Revenue
$3.0M
#26/63
Reserve Months
0.0
#1/63
Surplus
$-102K
#50/63
Staff Cost %
0%
#1/63

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
0
Transparency
0
View Full Score Breakdown

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Latest Audit

FY2023
Clean
8 years of audit history

Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC20527
Entity TypeCompany
Registered15 Jan 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated6 Aug 1975
Company #149382
Registered office
Level 1, 106 George Street, Dunedin, 9016

Sector & Activities

Primary Sector
Education
Activities
Provides other finance (e.g. investment funds)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: 1 October 2026.

Reporting Group — Consolidated Annual Return

University Book Shop (Otago) Limited is one of 4 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.