The Lions Club Of Katikati Charitable TrustArts & Culture Charity in Katikati

The Lions Club Of Katikati Charitable Trust is a Trust charity in the Arts & Culture sector, based in Katikati, Katikati. This organisation also provides funding to other charities. CharityData rates this charity B (77.3/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: To assist the community of Katikati and the people of New Zealand with a range of services based on the humanitarian principles outlined in the International Lions Clubs Charter.

Registration Number
CC28113
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (77.3/100)
Sector
Arts & Culture
Location
Katikati, Katikati
Email
katikatisecretary@lionsclubs.org.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
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
5.4 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.1M
2024$0.1M$0.1M-
2023$0.1M$0.1M-
2022$0.1M$0.1M$0.1M
2021$0.1M$0.1M-
2020$0.1M$0.1M$0.1M
2019$0.1M$0.1M-
2018$0.1M$0.1M$0.1M
2017$0.1M$0.1M-
2016$0.6M$0.1M-

CharityData Rating

Overall Grade
B
Overall Score
77.3/100
Financial Score
82.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Heather BurgessTrustee2023-07-01
Donna HowardTrustee2022-03-01
Alan HayTrustee2018-07-01

Former Officers (21)

  • David EddyTrustee
  • Anne RobertsTrustee (departed 2024-11-01)
  • Lois EdmondsTrustee
  • Trevor BurgessPresident (departed 2026-03-03)
  • Cherie PickinTrustee (departed 2024-11-01)
  • Peter CharltonTrustee (departed 2023-06-30)
  • Dean RileyTrustee (departed 2021-09-14)
  • Rhys MontgomeryImmediate Past President (departed 2022-06-30)
  • Jacqui HardiePresident (departed 2023-06-30)
  • Donald MossopChairman of Trustees (departed 2019-07-02)
  • LeAnne TaylorTrustee (departed 2019-12-02)
  • Margaret GunterPast Club President (departed 2019-07-02)
  • Beryl McKinnellClub Treasurer (departed 2019-06-30)
  • Warwick ColesTrustee (departed 2023-06-30)
  • Kevin WilliamsonTrustee (departed 2015-10-06)
  • Brian PeartTrustee (departed 2017-06-27)
  • Evelyn GillTrustee (departed 2016-07-05)
  • Robert DelbridgeTrustee (departed 2018-07-25)
  • Virginia GordonTrustee (departed 2011-06-30)
  • Patricia StelzerTrustee (departed 2009-06-30)

Similar Charities in Arts & Culture

FunderArts & CultureTrustCharitable Trust

The Lions Club Of Katikati Charitable Trust

CC28113Katikati, KatikatiRegistered 30 Jun 2008
Data updated: Yesterday
Financials30 Jun 2025Ratingyesterday

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

B
77/100
Financial
83
Governance
65
Transparency
65

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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.

Revenue

$110.2K

Expenses

$104.7K

Assets

$63.5K

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
Arts & CultureInternational AidCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To assist the community of Katikati and the people of New Zealand with a range of services based on the humanitarian principles outlined in the International Lions Clubs Charter.

Key Statistics

Annual Revenue
$110.2K
Total Expenses
$104.7K
Net Assets
$62.4K
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
36c
For every $1 spent, 36c reaches programs
Needs attention
Sustainability
5.4mo
Could operate 5.4 months with zero revenue
Low reserves
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

0
Score /100
Highly Concentrated
HHI: 9,960
High Concentration: 100% of revenue from Other
Other99.8%
Investment Income0.2%

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

Peer Comparison

Ranked against 116 peers · Arts & Culture · $100K – $1M

Rating Score
77
#5/117
Revenue
$110K
#109/117
Reserve Months
5.4
#1/117
Surplus
$6K
#72/117
Staff Cost %
0%
#1/117

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

Rating

B
Score: 77.3/100
Financial
82.5
Governance
65
Transparency
65
Why this grade: Financial 83 × 40% + Governance 65 × 60% = 72 → B.
View Full Score Breakdown

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Contact Details

Address
Katikati, Katikati

Registration

Registration NumberCC28113
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated29 Sept 2023
Registered office
14 Uretara Drive, Katikati, Katikati

Sector & Activities

Primary Sector
Arts & Culture

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: 13 September 2026.