{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Upper Clutha History Society Incorporated","slug":"upper-clutha-history-society-incorporated","charities_register_number":"CC50304","nzbn":"9429042998198","status":"registered","registration_date":"2014-03-05","deregistration_date":null,"entity_type":null,"sector":"Education","icnpo_group":"Education and Research","region":"Wanaka","city":"Wanaka","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"1.1\tTo collect, record and preserve historical records and images of all types, that principally relate to Wānaka and surrounding areas.\r\n1.2\tTo promote and provide access to records held to all members, persons and organisations interested in the history of Wānaka and surrounding areas.\r\n1.3\tTo research stories, trends, events and other historical knowledge relating to the history of the Wānaka area.\r\n1.4\tTo promote and communicate the history of the Wānaka area, by any available means, to assist in the education and meet the interests of residents and visitors.\r\n1.5\tTo raise and manage funds to support the Purposes of the Society.\r\n1.6\t\tTo provide an organisation and support resources for individuals who wish to participate in activities consistent with the Purposes of the Society on a voluntary basis.\r\n1.7\tTo build relationships and collaborate with key community stakeholder organisations in Wānaka and surrounding areas on historical matters and joint projects.","mission":"1.1\tTo collect, record and preserve historical records and images of all types, that principally relate to Wānaka and surrounding areas.\r\n1.2\tTo promote and provide access to records held to all members, persons and organisations interested in the history of Wānaka and surrounding areas.\r\n1.3\tTo research stories, trends, events and other historical knowledge relating to the history of the Wānaka area.\r\n1.4\tTo promote and communicate the history of the Wānaka area, by any available means, to assist in the education and meet the interests of residents and visitors.\r\n1.5\tTo raise and manage funds to support the Purposes of the Society.\r\n1.6\t\tTo provide an organisation and support resources for individuals who wish to participate in activities consistent with the Purposes of the Society on a voluntary basis.\r\n1.7\tTo build relationships and collaborate with key community stakeholder organisations in Wānaka and surrounding areas on historical matters and joint projects."},"rating":{"rated":false,"grade":null,"score":null,"status":"insufficient_data","reason":"The filed financial data is incomplete or internally inconsistent, so a score would not be meaningful.","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2026-03-31","total_revenue_nzd":52840,"total_expenses_nzd":52798,"surplus_deficit_nzd":42,"total_assets_nzd":null,"total_liabilities_nzd":null,"net_assets_nzd":null,"cash_reserves_nzd":40205,"government_grants_nzd":null,"donations_nzd":1200,"staff_costs_nzd":32657,"paid_staff":1,"volunteers":null,"reporting_tier":"Tier4","financial_report_audited":null,"source_filing_pdf":null,"consistency_warning":null},"financial_history":[{"year_ended":"2026-03-31","total_revenue_nzd":52840,"total_expenses_nzd":52798,"surplus_deficit_nzd":42,"net_assets_nzd":null,"source_filing_pdf":null},{"year_ended":"2025-03-31","total_revenue_nzd":53375,"total_expenses_nzd":38508,"surplus_deficit_nzd":14867,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=aba81c3a-c00e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":11876,"total_expenses_nzd":7354,"surplus_deficit_nzd":4522,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a2db0837-c610-ef11-bb30-000d3acc4199&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":14789,"total_expenses_nzd":5046,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a7e954de-52d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":9675,"total_expenses_nzd":3171,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e5fce796-81b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":6793,"total_expenses_nzd":3995,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=98ea0601-b092-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":9661,"total_expenses_nzd":1307,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1577ac7e-de73-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":7376,"total_expenses_nzd":6568,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7cf1abe3-4354-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":1923,"total_expenses_nzd":4748,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=61d437c4-7a35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":16833,"total_expenses_nzd":8670,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=25acb140-a146-e711-ab5d-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":4,"total_officers_recorded":11,"chair_recorded":true,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":"unqualified","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/upper-clutha-history-society-incorporated","markdown":"https://charitydata.co.nz/api/v1/charities/upper-clutha-history-society-incorporated/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/upper-clutha-history-society-incorporated/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC50304","website":null},"freshness":{"register_as_of":"2026-09-12","financials_updated":"2026-09-11","rating_computed":"2026-09-12","generated_at":"2026-09-12T14:27:31.911Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}