Upper Clutha U3A Incorporated — Education Charity in Wanaka
Upper Clutha U3A Incorporated is a Incorporated Society charity in the Education sector, based in Wanaka, Wanaka. Annual revenue: $0.0M NZD. Financial data as at December 2025.
Mission: The provision of learning opportunities & social interaction for people in the Upper Clutha area of Otago, primarily in but not limited to, the senior age bracket
- Registration Number
- CC29719
- Charity Type
- Incorporated Society
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Wanaka, Wanaka
- uppercluthau3a@gmail.com
- Data as at
- December 2025
Beneficiaries: General public, Older people, Other charities, Other - All
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | $0.0M |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | $0.0M | $0.0M |
| 2019 | $0.0M | $0.0M | - |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | $0.0M |
| 2017 | $0.0M | $0.0M | $0.0M |
Board Members and Officers
Current Officers (12)
| Name | Role | Appointed |
|---|---|---|
| Lorna Schmidt | Committee | 2026-03-20 |
| Ann Scandrett | Committee | 2026-03-20 |
| Robert Lloyd | Treasurer | 2025-08-12 |
| Allan Panting | Chair | 2025-04-15 |
| Geoffrey Patton | Committee | 2025-03-28 |
| Josephine Wilton | Committee | 2025-03-28 |
| Shirley Deuchrass | Committee | 2025-03-28 |
| Ian Turnbull | Committee | 2025-03-28 |
| Janice Kelly | Committee | 2024-03-15 |
| Allan Maclean | Committee | 2024-03-15 |
| Jocelyn Walker | Committee | 2024-03-15 |
| Susan Black | Secretary | 2022-10-18 |
Former Officers (26)
- Mary Gray — Past Chairwoman (departed 2026-03-20)
- Duncan Boswell — Committee Member (departed 2024-03-15)
- Neil Cowie — Committee (departed 2025-02-04)
- Sally Angus — Committee (departed 2024-03-15)
- Nigel Zega — Committee (departed 2024-03-15)
- Russell McGeorge — Acting Treasurer (departed 2025-08-07)
- Andrew Waterworth — Secretary (departed 2022-03-25)
- Christine Gardner — Secretary (departed 2025-03-28)
- Roderick MacLeod — Committee (departed 2024-03-15)
- Jan Scown — Committee (departed 2025-03-28)
- James Bohm — Committee (departed 2021-03-31)
- Sunny Panting — Committee (departed 2021-03-31)
- Jim Cowie — Committee (departed 2025-03-28)
- Tim Herrick — Committee (departed 2021-09-01)
- Bruce Paulson — Committee (departed 2022-03-25)
- Anthony Horder — Past Chairman (departed 2016-06-09)
- John Darby — Chair (departed 2015-05-15)
- Colin Boswell — Individual (departed 2012-05-18)
- Lynne-Marie Fegan — Treasurer (departed 2016-07-29)
- Graeme Ballantyne — Chair (departed 2011-03-31)
Similar Charities in Education
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- Crossways Community Creche Incorporated — Education
- Christchurch Rudolf Steiner School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association Incorporated — Education
Upper Clutha U3A Incorporated
Financial data as at December 2025. Sourced from Charities Services register.
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →$17.1K
$16.9K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
The provision of learning opportunities & social interaction for people in the Upper Clutha area of Otago, primarily in but not limited to, the senior age bracket
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 297 peers · Education · Under $100K
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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: 6 October 2026.
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