Otago Youth Adventure Trust Incorporated — Education Charity in Balclutha
Otago Youth Adventure Trust Incorporated is a Charitable Trust charity in the Education sector, based in Balclutha, Balclutha. Annual revenue: $0.4M NZD. Financial data as at September 2025.
Mission: The trust seeks to provide buildings, facilities, human resources and open space in the Otago region with a focus on children and young people
- Registration Number
- CC37818
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Balclutha, Balclutha
- Website
- http://www.youthadventure.org.nz
- secretary@youthadventure.org.nz
- Data as at
- September 2025
Beneficiaries: Children / young people, People with disabilities
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $1.5M NZD
- Net Assets
- $1.4M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2025-09-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.4M | $0.4M | $1.4M |
| 2024 | $0.5M | $0.5M | $1.4M |
| 2023 | $0.5M | $0.4M | $1.4M |
| 2022 | $0.5M | $0.2M | $1.3M |
| 2021 | $0.4M | $0.4M | $1.1M |
| 2020 | $0.3M | $0.3M | $1.1M |
| 2019 | $0.3M | $0.3M | $1.2M |
| 2018 | $0.3M | $0.3M | $1.1M |
| 2017 | $0.3M | $0.3M | $1.1M |
| 2016 | $0.3M | $0.3M | $1.1M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (25)
- Timothy Bathgate — Council Member
- Brendon Bearman — Council Member
- Winston Callahan — Council Member
- Michael Lord — Council Member
- Phillip Atkinson — Council Member
- Gary Williams — Council Member
- Warren Chambers — Council Member (departed 2023-10-30)
- Stephen Woodhead — Council Member
- Colin Calteaux — Council Member (departed 2021-11-11)
- Angela McCrae — Secretary / Treasurer (departed 2020-02-28)
- Elizabeth McColl — Chair (departed 2015-11-29)
- Alan Burgess — Council Member (departed 2024-08-30)
- Joan Wilson — Council Member (departed 2011-12-04)
- Anne Callahan — Council Member (departed 2011-12-04)
- Pam Callahan — Council Member
- Michael Callahan — Council Member (departed 2014-12-01)
- Innes McColl — Trustee (departed 2014-12-01)
- Dave Dobbie — Trustee (departed 2016-11-02)
- Brian Pickard — Trustee (departed 2020-10-30)
- Christopher Timms — Trustee (departed 2011-01-01)
Funding Sources
- Grassroots Trust Central Limited — $5,000
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Christchurch Rudolf Steiner School Trust — Education
- Ashburton Kindergarten Association Incorporated — Education
- Sathya Sai Preschool Rongomai — Education
- Pukekohe Christian School Trust — Education
Otago Youth Adventure Trust Incorporated
Financial data as at September 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.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
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.
$438.9K
$437.3K
$1.5M
3
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
The trust seeks to provide buildings, facilities, human resources and open space in the Otago region with a focus on children and young people
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 130 peers · Education · $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.
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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: 5 October 2026.
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