Otatara Community Parents Group Charitable Trust — Education Charity in Invercargill

Otatara Community Parents Group Charitable Trust is a Trust charity in the Education sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: To promote and support Otatara School activities and educational opportunities for children in the Otatara district. To promote the development, use and maintenance of community facilities for the benefit of the Otatara School Community. To establish equipment and other resources in support of the above facilities and educational programmes.

Registration Number
CC34515
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Education
Location
Invercargill, Invercargill
Email
opg@otatara.school.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Beneficiaries: Children / young people, Family / whanau, General public

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
19.9 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (24)

  • Tracey McDowall — President
  • Wanetta Davidson — Secretary
  • Erin Cross — Treasurer
  • Leeana Thompson — Secretary (departed 2025-05-01)
  • Holly Brown — Treasurer (departed 2023-08-14)
  • Emma Lindsay — President (departed 2025-11-04)
  • Tracy Mitchell — Trustee (departed 2021-10-01)
  • Sara Robinson — Trustee (departed 2020-09-16)
  • Maria Hickey — Trustee (departed 2021-11-08)
  • Tracey Kelsall — Secretary (departed 2018-09-24)
  • Carolyn Flynn — President (departed 2017-09-26)
  • Rebecca Toone — Trustee (departed 2016-09-06)
  • Jacqui Alcock — Trustee (departed 2021-10-01)
  • Tracey Yardley — Trustee (departed 2025-02-28)
  • Sarah Warren — Secretary (departed 2015-09-08)
  • Andrea Cole — President (departed 2015-09-08)
  • Kylie Mills — Treasurer (departed 2013-08-27)
  • Sandra Mckenzie-edwards — Treasurer (departed 2012-06-29)
  • Jennifer Shearing — Secretary (departed 2013-08-27)
  • Desire Schoerie — Secretary (departed 2009-09-22)

Funding Sources

  • ILT Foundation — $10,000

Similar Charities in Education

FunderEducationTrustCharitable Trust

Otatara Community Parents Group Charitable Trust

CC34515Invercargill, InvercargillRegistered 30 Jun 2008
Data updated: 6 days ago
Financials31 Mar 2025Rating4d ago

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

B-
74/100
Financial
78
Governance
65
Transparency
65
Revenue

$8.4K

Expenses

$11.3K

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

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

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

Funding Sectors
EducationCommunity Development
Beneficiaries
ChildrenGeneral Public
Geographic Focus
Southland

About

Mission

To promote and support Otatara School activities and educational opportunities for children in the Otatara district. To promote the development, use and maintenance of community facilities for the benefit of the Otatara School Community. To establish equipment and other resources in support of the above facilities and educational programmes.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral public

Key Statistics

Annual Revenue
$8.4K
Total Expenses
$11.3K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (17 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
64c
For every $1 spent, 64c reaches programs
Adequate
Sustainability
19.9mo
Could operate 19.9 months with zero revenue
Healthy
Fundraising Cost
$0.50
Costs $0.50 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

8
Score /100
Highly Concentrated
HHI: 9,214
High Concentration: 96% of revenue from Donations
Donations95.9%
Investment Income4.1%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
74
#16/330
Revenue
$8K
#216/330
Reserve Months
19.9
#1/330
Surplus
$-3K
#249/330
Staff Cost %
0%
#1/330

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

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
7 years of audit history

Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC34515
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated8 Aug 2002
Registered office
Dunns Road Otatara Sch Invercargill, Invercargill

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)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: 30 September 2026.