Otago Motor Club TrustEducation Charity in Dunedin

Otago Motor Club Trust is a Trust charity in the Education sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity C- (55/100). Annual revenue: $0.6M NZD. 1 red flag detected. Financial data as at March 2025.

Mission: Road safety promotion/ driver education / Motoring heritage

Registration Number
CC27689
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C- (55/100)
Sector
Education
Location
Dunedin, Dunedin
Email
charles.craw@markhams.co.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2025

Financial Summary

Total Revenue
$0.6M NZD
Total Expenses
$0.5M NZD
Total Assets
$4.7M NZD
Net Assets
$4.7M NZD
Reserve Months
104.4 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.6M$0.5M$4.7M
2024$0.7M$0.6M$4.6M
2023$0.5M$0.5M$4.6M
2022$0.5M$0.4M$4.5M
2021$0.6M$0.4M$4.4M
2020$0.5M$0.5M$4.2M
2019$0.5M$0.4M$4.4M
2018$0.5M$0.3M$4.2M
2017$0.5M$0.4M$4.1M
2016$0.5M$0.4M$3.9M

CharityData Rating

Overall Grade
C-
Overall Score
55/100
Financial Score
75
Governance Score
75
Transparency Score
65
Program Spending Ratio
0.4%

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Richard SimTrustee2018-07-12
Charles CrawTrustee/secretary2018-02-08
Alan RaceTrustee2016-05-15
Mark LaughtonTrustee2015-04-16
Norman OakleyChair2007-12-13
David ThomsonTrustee2007-12-13

Former Officers (3)

  • Marice MehrtensTrustee (departed 2015-03-05)
  • Barry ClarkeTrustee (departed 2017-12-11)
  • Keith KendallTrustee (departed 2018-05-17)

Similar Charities in Education

FunderEducationTrustTrust

Otago Motor Club Trust

CC27689Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

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

C-
55/100
Reduced by penalties
Financial
75
Governance
75
Transparency
65
Revenue

$622.7K

Expenses

$537.5K

Assets

$4.7M

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

1 red flag identified- Review the Rating tab for details

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Otago

About

Mission

Road safety promotion/ driver education / Motoring heritage

Key Statistics

Annual Revenue
$622.7K
Total Expenses
$537.5K
Net Assets
$4.7M
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
43c
For every $1 spent, 43c reaches programs
Needs attention
Sustainability
0mo
Could operate 0 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

22
Score /100
Highly Concentrated
HHI: 7,785
High Concentration: 87% of revenue from Other
Other87.4%
Investment Income12.1%
Donations0.5%

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

Peer Comparison

Ranked against 107 peers · Education · $100K – $1M

Rating Score
55
#20/108
Revenue
$623K
#6/108
Reserve Months
104.4
#1/108
Surplus
$85K
#20/108
Staff Cost %
0%
#1/108

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

Rating

C-
Score: 55/100
Financial
75
Governance
75
Transparency
65
Why this grade: Financial 75 × 40% + Governance 75 × 60% = 75 → 55 after red-flag penalties → C-.
View Full Score Breakdown

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC27689
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated26 Aug 1991
Registered office
2 Clark Street, Dunedin Central, Dunedin

Sector & Activities

Primary Sector
Education

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: 14 September 2026.