Opotiki Heritage and Agricultural Museum Charitable Trust — Arts & Culture Charity in Opotiki
Opotiki Heritage and Agricultural Museum Charitable Trust is a Trust charity in the Arts & Culture sector, based in Opotiki, Opotiki. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at March 2025.
Mission: To recover & collect items and information pertaining to the history of Opotiki District and wider areas, and have these available for present and future generations
- Registration Number
- CC30770
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Arts & Culture
- Location
- Opotiki, Opotiki
- ohas@xtra.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2025
Beneficiaries: Children / young people, Family / whanau, General public, Older people, People of a certain ethnic / racial origin
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $2.2M NZD
- Net Assets
- $2.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $2.2M |
| 2024 | $0.1M | $0.1M | $2.2M |
| 2023 | $0.1M | $0.1M | $2.2M |
| 2022 | $0.1M | $0.1M | $1.5M |
| 2021 | $0.1M | $0.1M | $1.5M |
| 2020 | $0.1M | $0.1M | $1.5M |
| 2019 | $0.1M | $0.1M | $1.5M |
| 2018 | $0.1M | $0.1M | $1.5M |
| 2017 | $0.1M | $0.1M | $1.5M |
| 2016 | $0.1M | $0.1M | $0.1M |
Board Members and Officers
Current Officers (11)
| Name | Role | Appointed |
|---|---|---|
| Rosalie Teddy | Treasurer | 2025-08-20 |
| Marilyn Robertson | Trustee | 2022-10-26 |
| Dorothy Wilson | Vice Chairpreson | 2022-10-26 |
| Judith Forbes | Secretary | 2021-11-11 |
| Lorna Aikman | Trustee | 2021-10-20 |
| Sonia Edwards | Trustee | 2021-10-20 |
| Ian Edwards | Chair | 2013-08-14 |
| Jerry Warren | Trustee | 2009-06-17 |
| Verner Lowe | Trustee | 2008-06-25 |
| Denise Moody | Trustee | 2008-06-25 |
| Graeme Redpath | Trustee | 2007-06-06 |
Former Officers (21)
- Cathleen Meichtry — Treasurer (departed 2021-10-20)
- Judith Corboy — Secretary (departed 2021-10-20)
- Bronwyn Griffiths — Trustee (departed 2021-10-20)
- Catherine Simpson — Trustee (departed 2018-09-19)
- Desmond Connolly — Trustee (departed 2018-05-16)
- Michael Newbold — Trustee (departed 2016-08-17)
- John Mischewski — Trustee (departed 2017-08-09)
- Dene Hopcroft — Trustee (departed 2015-08-12)
- Dorothy Anne Wilson — Trustee (departed 2013-08-14)
- Maurice Andrews — Trustee (departed 2022-10-26)
- Michael Sauer — Trustee (departed 2015-08-12)
- Alan Rowe — Trustee (departed 2013-08-14)
- Wallace Parkinson — Trustee (departed 2012-07-22)
- Ann Paynter — Secretary (departed 2019-07-17)
- Douglas Wheeler — Trustee (departed 2008-09-09)
- Harold Bridge — Trustee (departed 2008-06-25)
- James Richardson — Trustee (departed 2010-07-28)
- Josephine Mortensen — Trustee (departed 2008-06-25)
- Elizabeth Sharp — Treasurer (departed 2012-07-22)
- Verna McDonnell — Trustee (departed 2008-09-09)
Funding Sources
- Aotearoa Gaming Foundation — $22,960
- Aotearoa Gaming Foundation — $14,450
- Aotearoa Gaming Foundation — $14,164.8
- Aotearoa Gaming Foundation — $14,164
Similar Charities in Arts & Culture
- Ruapotaka Marae Society Incorporated — Arts & Culture
- Atiawa Ki Whakarongotai Charitable Trust Board — Arts & Culture
- Aspire - Community Support — Arts & Culture
- Sport Auckland — Arts & Culture
- Orewa Surf Life Saving Club Incorporated — Arts & Culture
Opotiki Heritage and Agricultural Museum Charitable Trust
Financial data as at March 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 →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.
- Reserves high for operating sizeReserves cover ~281 months of expenses on $143K revenue — very high for an operating charity this size
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.
$143.4K
$95.7K
$2.2M
1
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 recover & collect items and information pertaining to the history of Opotiki District and wider areas, and have these available for present and future generations
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 117 peers · Arts & Culture · $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: 29 September 2026.
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