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Consolidation and registering as a group
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Posted on 5 July 2016Under the new reporting standards, charities reporting under Tiers 1 to 3 are required to assess whether they control another charity, or are controlled by another charity. The definition of control is “the power to govern the financial and operating policies of another entity so as to benefit from its activities”. This concept can be a bit challenging so there’s more information on our website to help. If you determine that there is a control relationship, then a consol… -
Let’s talk about tech
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Posted on 18 July 2016If someone said to me today “Right, you need to go away and write a health and safety plan for our organisation, chop chop!” I wouldn’t have a clue where to start, especially in terms of what needs to be included and what format it should take! I expect that is the way that a lot of charities are feeling right now about where to start with their Performance Report*. With this I mind, I thought I would list some of the electronic tools that I have come across that you can… -
Tier 3 Example performance reports
On this page, you'll find Tier 3 example performance reports to help you prepare your own. Some of the examples were completed in 2016, soon after the new reporting standards were implemented. Therefore, some may not include comparative information to their previous financial year. To comply with the financial reporting standards, your performance report must include comparative information to your previous financial year, also called the ‘Last Year’ column in the template.
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Example 1: Fict… -
Annual reporting timeline
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Posted on 5 August 2016I had a very good question from a friend and “Chief Doer of Things” for a local charity recently. He was planning his end of year process, and wanted to know the key dates he needed to consider so that he could get everything done in time for the annual return filing deadline with Charities Services. The due date for filing an annual return with Charities Services is 6 months after your balance date. In theory, this should give charities enough time to prepare their per… -
Conflicts of interest and the consequences when they lead to private benefit
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Posted on 2 September 2016This is the third blog post in our series on conflicts of interest and charities. The first post defined conflicts of interests and related parties, and the second post talked about what charities need to consider when applying for registration.
Part of Charities Services’ role is monitoring charities to ensure they continue to be eligible for registration, and inquiring into charities to see if their conduct is a breach of the Charities Act or ‘serious wrongdoing’… -
Charity reporting – The bigger picture
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Posted on 14 September 2016Today I’m writing a different type of blog. Up until now, I’ve been focussing on disseminating information and trying to offer support to charities trying to get their heads around the new reporting standards. In fact for nearly 6 months I’ve been working on this. Every day I get to talk to people from different charities. Some people have technical accounting questions; some just want a bit of assurance they are on the right track and some actually aren’t that happ… -
Being political and charitable
Updated 17 March 2023
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In 2022 the Supreme Court released an important decision for charities on how they can carry out advocacy. Therefore, some of the information in the blogpost may no longer be relevant.
For the most up to date information on advocacy please read our page Charities Services | Advocacy/Taunakitanga.
Posted on 6 October 2016Can our charity campaign to raise the minimum wage? Is it ok to put a submission in on the Police Vetting Bill? Can our charity endorse a political p… -
When can Tier 3 entities apply Tier 2 standards for certain transactions?
Posted on 18 October 2016Note: This blog deals with technical issues and you may like to seek professional advice if any of these scenarios apply to you
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The Tier 3 standard is pretty handy. You are eligible to be in this tier if your operating expenses are below $2 million, or, you may have opted up from Tier 4 because you prefer to use accrual accounting. The standard is written clearly, and there are defined parameters within which to report, so if you have some familiarity with accounting c… -
The Charities Register - Getting the big picture
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Posted on 27 October 2016Following on from Julia’s blog, Charity Reporting – The Bigger Picture, I thought it would be useful to illustrate the importance of the information charities provide to Charities Services and to the public through the Charities Register. You can access the Register from our website and this post will explain how it can be used, who uses it, and will provide you with some helpful tips on how to search the Register to make the most out of it.
The Charities Act 2005 re… -
New Tier 3 and Tier 4 Guides
Last updated 22 November 2016, 2.00pm
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Two new Guides on how to report annually to Charities Services for Tier 3 and Tier 4 charities have been published.
The Guides take you through all the steps required, including confirming your charity's tier, preparing your charity's Performance Report and filing the Annual Return. They are practical step-by-step Guides to be used in conjunction with the template (also included).
Click below to download the Guide you require:
Tier 4 Guide - A…