Rotary Club of Invercargill Charitable Trust — Arts & Culture Charity in Invercargill
Rotary Club of Invercargill Charitable Trust is a Trust charity in the Arts & Culture sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. CharityData rates this charity F (26.5/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: Rotary is a service organisation whose stated purpose is to bring together business and professional leaders in order to provide humanitarian service and to advance goodwill and peace around the world.
- Registration Number
- CC31427
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- F (26.5/100)
- Sector
- Arts & Culture
- Location
- Invercargill, Invercargill
- Website
- https://www.invercargillrotary.club/
- stephen@mwm.net.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 36.3 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $0.2M |
| 2024 | $0.1M | $0.1M | $0.2M |
| 2023 | $0.1M | $0.1M | - |
| 2022 | $0.1M | $0.0M | - |
| 2021 | $0.1M | $0.0M | - |
| 2020 | $0.0M | $0.0M | $0.1M |
| 2019 | $0.1M | $0.0M | - |
| 2018 | $0.1M | $0.1M | $0.1M |
| 2017 | $0.1M | $0.0M | $0.1M |
| 2016 | $0.1M | $0.1M | $0.1M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 26.5/100
- Financial Score
- 45
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 36.3 months of expenses in reserves ($0.2M) — above the 36-month threshold used for fundraising-driven charities
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (13)
- Helen McCurdy — Trustee
- Stephen O'Connor — Trustee
- Neil Boniface — Trustee (departed 2021-09-22)
- Peter Dunn — Trustee
- Richard Russell — Trustee
- Paul Goffin — Trustee (departed 2019-06-30)
- Mark Bain — Trustee (departed 2018-06-30)
- Allan Derrick — Trustee (departed 2014-06-30)
- Kieran O'Neill — Trustee (departed 2016-07-11)
- Alice Pottinger — Trustee (departed 2016-06-30)
- Thursa Kennedy — Trustee (departed 2014-06-30)
- Owen Ramsay — Trustee (departed 2012-06-30)
- Craig Smith — Trustee (departed 2012-06-30)
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- Te Tuhi Contemporary Art Trust — Arts & Culture
- Te Runanga o Ngati Whatua — Arts & Culture
- Objectspace — Arts & Culture
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Rotary Club of Invercargill Charitable Trust
CC31427Invercargill, InvercargillRegistered 30 Jun 2008
Data updated: Today
Financials9mo agoRating15h ago
Financial data as at June 2025. Sourced from Charities Services register.
F
27/100
Reduced by penalties
Financial
45
Governance
50
Transparency
50
Revenue
$59.5K
Expenses
$55.6K
Assets
$194.8K
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
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
International Aid
Beneficiaries
General Public
Geographic Focus
Southland
About
Mission
Rotary is a service organisation whose stated purpose is to bring together business and professional leaders in order to provide humanitarian service and to advance goodwill and peace around the world.
Key Statistics
Annual Revenue
$59.5K
Total Expenses
$55.6K
Net Assets
$168.3K
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Financial Health Dashboard
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
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
19
Score /100
Highly Concentrated
HHI: 8,077
High Concentration: 89% of revenue from Donations
Donations89.3%
Investment Income10.1%
Other0.6%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 333 peers · Arts & Culture · Under $100K
Rating Score
27
Revenue
$59K
Reserve Months
36.3
Surplus
$4K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
F
2025
Score: 26.5
Financial: 45 | Governance: 50 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC31427
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
Arts & CultureData 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: 22 April 2026.
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