The Waipu Caledonian Society Incorporated — Arts & Culture Charity in Waipu

The Waipu Caledonian Society Incorporated is a Trust charity in the Arts & Culture sector, based in Waipu, Waipu. Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2026.

Mission: The Society exists to foster, promote and encourage continuance of our Scottish Heritage through promotion of culture, music, arts and activities; Encouraging links with Scottish heritage groups; holding Highland gatherings; managing and promoting facilities and lands within the Caledonian Park, Waipu

Registration Number
CC60415
Charity Type
Trust
Registration Date
2022-08-16
Status
Active
Sector
Arts & Culture
Location
Waipu, Waipu
Email
secretary@wcs.org.nz
Data as at
March 2026

Beneficiaries: Family / whanau, General public

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
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M$0.1M
2025$0.2M$0.2M$0.1M
2024$0.1M$0.2M$0.1M
2023$0.2M$0.1M$0.2M

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Peter FergusonChief2026-08-23
Iain MackayCommittee Member2026-02-09
Steven McLeanTreasurer2025-12-19
Amanda EllisCommittee Member2023-06-18
Bain McGregorCommittee Member2022-06-19
John LangChair2022-06-19
Gordon MacKayCommittee Member2022-06-19
Kelly SandfordSecretary2022-06-19
Lorna MurrayCommittee Member2022-06-12

Former Officers (5)

  • Laszlo Kotan — Committee Member (departed 2026-08-23)
  • Briar Hobson — Committee Member (departed 2026-03-31)
  • Edwin Hart — Chief (departed 2026-08-23)
  • John Draper — Treasurer (departed 2025-12-19)
  • Gordon Walker — Committee Member (departed 2026-08-10)

Funding Sources

  • Oxford Sports Trust — $2,000

Similar Charities in Arts & Culture

Arts & CultureTrust

The Waipu Caledonian Society Incorporated

CC60415Waipu, WaipuRegistered 16 Aug 2022
Data updated: 3 days ago
Financials6mo agoRating3d ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

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 →
Revenue

$142.4K

Expenses

$136.1K

Assets

$120.0K

Staff

1

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

About

Mission

The Society exists to foster, promote and encourage continuance of our Scottish Heritage through promotion of culture, music, arts and activities; Encouraging links with Scottish heritage groups; holding Highland gatherings; managing and promoting facilities and lands within the Caledonian Park, Waipu

Who We Serve

Beneficiaries
Family / whanauGeneral public

Key Statistics

Annual Revenue
$142.4K
Total Expenses
$136.1K
Net Assets
$114.3K
Staff
1
employees

Financial Trends

Financial Trends (4 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
50c
For every $1 spent, 50c reaches programs
Adequate
Sustainability
7.7mo
Could operate 7.7 months with zero revenue
Healthy
Fundraising Cost
$2.03
Costs $2.03 to raise each $1 in donations
High cost

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

60
Score /100
Moderate
HHI: 3,956
Other53.7%
Donations23.6%
Government Grants22.7%
Investment Income0.1%

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

Rating Score
0
#29/118
Revenue
$142K
#91/118
Reserve Months
0.0
#1/118
Surplus
$6K
#68/118
Staff Cost %
7%
#118/118

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
F
2025
Score: 27.3
Financial: 40 | Governance: 65 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Waipu, Waipu

Registration

Registration NumberCC60415
Entity TypeTrust
Registered16 Aug 2022
StatusRegistered

Sector & Activities

Primary Sector
Arts & Culture
Activities
Acts as an umbrella / resource bodyProvides human resources (e.g. staff / volunteers)

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.