South Otago Historical Society Incorporated — Education Charity in Balclutha
South Otago Historical Society Incorporated is a Trust charity in the Education sector, based in Balclutha, Balclutha. Annual revenue: $0.1M NZD. Financial data as at June 2024.
Mission: To provide historical and heritage information regarding the Balclutha region as well as providing a research platform for the general public.
- Registration Number
- CC24174
- Charity Type
- Trust
- Registration Date
- 2008-05-09
- Status
- Active
- Sector
- Education
- Location
- Balclutha, Balclutha
- southotagomuseum@xtra.co.nz
- Data as at
- June 2024
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Volunteers
- 11
- Financial Year End
- 2024-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.1M | $0.1M | $0.1M |
| 2023 | $0.0M | $0.1M | $0.1M |
| 2022 | $0.0M | $0.0M | $0.4M |
| 2021 | $0.0M | $0.0M | $0.0M |
| 2020 | $0.0M | $0.0M | $0.0M |
| 2019 | $0.0M | $0.0M | $0.4M |
| 2018 | $0.1M | $0.1M | $0.4M |
| 2017 | $0.1M | $0.1M | $0.4M |
| 2016 | $0.1M | $0.1M | $0.4M |
| 2015 | $0.1M | $0.1M | $0.0M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (27)
- David Inder — President
- Elizabeth Johnston — Secretary/treasurer
- Alexa Craig — Committee Member (departed 2016-12-14)
- Frances Dawson — Treasurer (departed 2023-06-30)
- Roslyne McKechnie — Vice President
- Maxine Blackler — Treasurer (departed 2021-10-16)
- Joan Ollerenson — Acting Secretary (departed 2017-11-16)
- Kevin Barron — President (departed 2019-01-31)
- Maureen Wylie — Committee Member (departed 2016-12-14)
- Ethel McLaren — Committee Member (departed 2016-12-14)
- Sheila Moore — Treasurer (departed 2016-12-14)
- Gary Ross — Curator Committee Member (departed 2018-02-09)
- Brian Pringle — Committee Menber (departed 2013-08-22)
- Margaret Collins — Committee Member (departed 2016-10-19)
- Barry Keith — Committee Member (departed 2012-08-30)
- Anthony Newton — Committee Member (departed 2009-12-03)
- John Watt — Committee (departed 2008-10-17)
- Catherine Smith - Bingham — Senior-Vice-President (departed 2013-08-22)
- Margaret Dix — Immediate-Past-President (departed 2010-11-25)
- Elizabeth Dix — Committee (departed 2016-12-14)
Similar Charities in Education
- Northland Kindergarten Association Incorporated — Education
- Victoria House Incorporated — Education
- Pukekohe Christian School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Kotuku Trust — Education
South Otago Historical Society Incorporated
Financial data as at June 2024. Sourced from Charities Services register.
Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.
How ratings work →Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Current annual return overdueThe newest annual return we hold is 26 months old — a more recent return may already be on the Charities Services register
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$56.1K
$71.3K
$56.2K
1
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
About
To provide historical and heritage information regarding the Balclutha region as well as providing a research platform for the general public.
Key Statistics
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 336 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
Sector & Activities
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: 11 September 2026.
Similar Charities in Education
Other Education charities ranked by overall score