Energise Otaki Charitable Trust — Environment Charity in Otaki
Energise Otaki Charitable Trust is a Charitable Trust charity in the Environment sector, based in Otaki, Otaki. Annual revenue: $0.1M NZD. Financial data as at June 2026.
Mission: Energise Otaki is a community idea and represents the goal of becoming a net producer of clean energy and to act as a focal point for the community. Achieving change through community action, projects large and small, education and alliances with key partners under the umbrella of Energise Otaki. Individual and collective action, home, street, business, neighbourhood and town based energy conservation (in its many forms) and clean energy production projects are at the heart of the vision.
- Registration Number
- CC55893
- Charity Type
- Charitable Trust
- Registration Date
- 2018-05-30
- Status
- Active
- Sector
- Environment
- Location
- Otaki, Otaki
- office@energiseotaki.nz
- Data as at
- June 2026
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Financial Year End
- 2026-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.1M | $0.2M | $0.2M |
| 2025 | $0.2M | $0.2M | $0.3M |
| 2024 | $0.2M | $0.2M | $0.3M |
| 2023 | $0.2M | $0.2M | $0.0M |
| 2022 | $0.1M | $0.2M | $0.3M |
| 2021 | $0.5M | $0.1M | $0.5M |
| 2020 | $0.0M | $0.1M | $0.1M |
| 2019 | $0.1M | $0.0M | - |
| 2018 | $0.0M | $0.0M | - |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Timothy Armstrong | Trustee | 2024-03-15 |
| Diane Buchan | Trustee | 2022-10-12 |
| David Rumsey | Trustee | 2018-08-30 |
| Hannelore Wagner-Nicholls | Treasurer | 2016-08-31 |
| Leigh Ramsey | Chair | 2016-08-31 |
Former Officers (5)
- Gael Ferguson — Trustee (departed 2023-12-12)
- Andy Fraser — Committee Member (departed 2021-03-31)
- Gijsbertus Roos — Committee Member (departed 2019-08-15)
- Stuart Pritchard — Trustee (departed 2022-02-16)
- Lloyd Chapman — Secretary (departed 2022-11-26)
Funding Sources
- One Foundation — $2,060.88
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Energise Otaki Charitable Trust
Financial data as at June 2026. 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 →$148.6K
$158.0K
$270.4K
3
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
Energise Otaki is a community idea and represents the goal of becoming a net producer of clean energy and to act as a focal point for the community. Achieving change through community action, projects large and small, education and alliances with key partners under the umbrella of Energise Otaki. Individual and collective action, home, street, business, neighbourhood and town based energy conservation (in its many forms) and clean energy production projects are at the heart of the vision.
Key Statistics
Financial Trends
Financial Trends (9 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 143 peers · Environment · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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: 2 October 2026.
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