Bay Oval Trust — Health Charity in Mount Maunganui

Bay Oval Trust is a Trust charity in the Health sector, based in Mount Maunganui, Mount Maunganui. CharityData rates this charity A (92.5/100). Annual revenue: $7.7M NZD. Financial data as at May 2025.

Mission: Bay Oval Trust is a registered charity, charged with managing, assisting in the management of, and provision of facilities (including grounds, playing fields, buildings and other facilities) for recreational activities at Blake Park, Mount Maunganui and in any other part of the Bay of Plenty, to enable and encourage the community to play cricket or other games and sports and thereby to assist the physical in the physical health and well-being of the Bay of Plenty community

Registration Number
CC41339
Charity Type
Trust
Registration Date
2009-07-13
Status
Active
CharityData Rating
A (92.5/100)
Sector
Health
Location
Mount Maunganui, Mount Maunganui
Email
kelvin@bayoval.co.nz
Data as at
May 2025

Beneficiaries: Children / young people, General public

Financial Summary

Total Revenue
$7.7M NZD
Total Expenses
$2.0M NZD
Total Assets
$18.1M NZD
Net Assets
$16.9M NZD
Reserve Months
2.0 months of operating expenses
Staff Count
7
Financial Year End
2025-05-31

Financial History

YearRevenueExpensesNet Assets
2025$7.7M$2.0M$16.9M
2024$4.4M$1.9M$0.1M
2023$2.7M$1.7M$8.7M
2022$2.6M$1.7M$7.7M
2021$1.4M$1.5M$6.8M
2020$1.7M$1.5M$6.9M
2019$1.6M$1.2M$6.7M
2018$3.6M$1.2M$6.3M
2017$1.1M$1.1M$4.0M
2016$1.1M$1.1M$3.9M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
James BealeTrustee2022-05-26
Bernadette Ryan-HopkinsTrustee2019-09-01
Kelvin LellmanTrustee2015-07-02
Craig GreenleesTrustee/chairman2015-07-02
Neil CraigTrustee2009-06-24

Former Officers (5)

  • Peter Williams — Trustee (departed 2021-12-31)
  • Stewart Browne — Trustee (departed 2020-10-30)
  • Sally Morrison — Trustee (departed 2015-07-02)
  • Christopher Rapson — Trustee (departed 2019-12-31)
  • Paul Hickson — Trustee (departed 2015-07-02)

Funding Sources

  • Grassroots Trust Limited — $1,173,980
  • New Zealand Community Trust — $230,000
  • The Lion Foundation — $65,000
  • WeCare Community Trust — $20,000
  • Dragon Community Trust — $15,000
  • Pub Charity Limited — $10,000
  • We Care Community Trust — $10,000
  • We Care Community Trust — $8,972

Service Providers

  • KPMG

Similar Charities in Health

HealthTrust

Bay Oval Trust

CC41339Mount Maunganui, Mount MaunganuiRegistered 13 Jul 2009
Data updated: 2 days ago
Financials31 May 2025Rating2d ago

Financial data as at May 2025. Sourced from Charities Services register.

A
93/100
Financial
100
Governance
75
Transparency
65
Revenue

$7.7M

Expenses

$2.0M

Assets

$18.1M

Staff

7

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

Bay Oval Trust is a registered charity, charged with managing, assisting in the management of, and provision of facilities (including grounds, playing fields, buildings and other facilities) for recreational activities at Blake Park, Mount Maunganui and in any other part of the Bay of Plenty, to enable and encourage the community to play cricket or other games and sports and thereby to assist the physical in the physical health and well-being of the Bay of Plenty community

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$7.7M
Total Expenses
$2.0M
Net Assets
$16.9M
Staff
7
employees

Financial Trends

Financial Trends (16 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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
2mo
Could operate 2 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

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

Revenue Diversification

12
Score /100
Highly Concentrated
HHI: 8,829
High Concentration: 94% of revenue from Other
Other93.8%
Government Grants5.5%
Investment Income0.7%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
93
#1/68
Revenue
$7.7M
#5/68
Reserve Months
2.0
#1/68
Surplus
$5.7M
#2/68
Staff Cost %
19%
#68/68

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

Rating History

A
2025
Score: 92.5
Financial: 100 | Governance: 75 | Transparency: 65
Current
C-
2024
Score: 57.5
Financial: 50 | Governance: 75 | Transparency: 65

Rating

A
Score: 92.5/100
Financial
100
Governance
75
Transparency
65
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Contact Details

Address
Mount Maunganui, Mount Maunganui

Registration

Registration NumberCC41339
Entity TypeTrust
Registered13 Jul 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated3 Jul 2009
Registered office
Unit 4, 6-10 Tukorako Drive Mount Maunganui, Mount Maunganui

Sector & Activities

Primary Sector
Health
Activities
Provides buildings / facilities / open space

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.