Swimming Otago Incorporated — Education Charity in Mosgiel
Swimming Otago Incorporated is a Trust charity in the Education sector, based in Mosgiel, Mosgiel. Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: To promote swimming as a sport for all. Key Priorities 1. Build the Base: Our goal is to drive and enhance the joy of swimming, boost participation, eliminate any hindrances to competition, and work hand in hand with regional Learn to Swim programs. 2. Promote Competitive Success: Boost participation rates among different age groups and high-performance swimmers by efficiently coordinating the maximum allocated swim meets per season. Provide technical officials with necessary training and support for continued involvement. 3. Ensure Sound Governance: Maintain clear and transparent governance, create, and uphold policies and procedures, and offer accessible resources to Member Clubs. 4. Improve Financial Performance: Maximise yearly earnings by boosting revenue, managing expenses effectively, and nurturing strong connections with crucial stakeholders and supporters. 5. Advocate: Ensure the voice of Swimming Otago is heard in decision-making for our sport.
- Registration Number
- CC48631
- Charity Type
- Trust
- Registration Date
- 2012-07-17
- Status
- Active
- Sector
- Education
- Location
- Mosgiel, Mosgiel
- admin@swimotago.org
- Data as at
- June 2025
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $0.1M |
| 2024 | $0.1M | $0.1M | $0.1M |
| 2023 | $0.1M | $0.1M | $0.1M |
| 2022 | $0.1M | $0.1M | $0.1M |
| 2021 | $0.1M | $0.1M | $0.1M |
| 2020 | $0.1M | $0.1M | $0.1M |
| 2019 | $0.1M | $0.1M | $0.1M |
| 2018 | $0.1M | $0.1M | $0.2M |
| 2017 | $0.2M | $0.1M | $0.1M |
| 2016 | $0.1M | $0.1M | $0.1M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (28)
- Dean Gerling — Deputy Chair
- Lisa Dick — Trustee
- Kerri Nakajiama — Trustee
- Rebecca Kindiak — Trustee
- Gillian Sugiyama — Trustee
- Alison Hill — Trustee (departed 2025-09-06)
- Elizabeth Soal — Chair
- David SIlipo — Trustee (departed 2022-09-11)
- Nigel Ellett — Trustee (departed 2024-09-14)
- Kurt Crosland — Trustee (departed 2019-05-26)
- Mark Familton — Trustee (departed 2025-09-06)
- Mike Smith — Trustee (departed 2024-11-19)
- Richard Hutchens — Trustee (departed 2021-09-11)
- Lauren Semple — Trustee (departed 2017-06-11)
- Desiree Crooks — Committee Member (departed 2015-03-31)
- Sharlene Gillespie-Smith — Committee Member (departed 2016-09-05)
- Matthew Heaton — Chair Person (departed 2020-08-08)
- Tania Stevens — Committee Member (departed 2012-11-14)
- Kathryn Duncan — Committee Member (departed 2013-06-16)
- Peter Deans — Committee Member (departed 2016-09-05)
Funding Sources
- New Zealand Community Trust — $3,194.1
- Aotearoa Gaming Foundation — $1,500
- The Bendigo Valley Sports And Charity Foundation — $1,000
- Grassroots Trust Central Limited — $626.13
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Swimming Otago Incorporated
Financial data as at June 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 →$56.8K
$58.1K
$119.3K
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To promote swimming as a sport for all. Key Priorities 1. Build the Base: Our goal is to drive and enhance the joy of swimming, boost participation, eliminate any hindrances to competition, and work hand in hand with regional Learn to Swim programs. 2. Promote Competitive Success: Boost participation rates among different age groups and high-performance swimmers by efficiently coordinating the maximum allocated swim meets per season. Provide technical officials with necessary training and support for continued involvement. 3. Ensure Sound Governance: Maintain clear and transparent governance, create, and uphold policies and procedures, and offer accessible resources to Member Clubs. 4. Improve Financial Performance: Maximise yearly earnings by boosting revenue, managing expenses effectively, and nurturing strong connections with crucial stakeholders and supporters. 5. Advocate: Ensure the voice of Swimming Otago is heard in decision-making for our sport.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (13 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 329 peers · Education · Under $100K
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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: 28 September 2026.
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