The Otago Institute Incorporated — Education Charity in Dunedin
The Otago Institute Incorporated is a Trust charity in the Education sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2025.
Mission: The Otago Institute is a Regional Constituent Organisation of the Royal Society of New Zealand. It is our goal to provide timely, relevant, and qualified expert information to people in regional communities in order to enhance their understanding of research, give them the tools that they can bring to bear on issues that impact their lives, and thereby improve their awareness of the importance of research to their happiness and well-being as well as that of their community and country.
- Registration Number
- CC43935
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Dunedin, Dunedin
- Website
- http://otago-institute.org
- Funder Status
- Grant-making charity (society)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | - |
| 2024 | $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
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (25)
- Brian Green — Council Member
- Nancy Longnecker — Council Member
- Brendon Woodford — Treasurer
- SungYong Lee — Council Member
- Kourken Michaelian — Council Member (departed 2018-09-01)
- Anna Garden — Council Member
- Federico Gonzalez — Council Member (departed 2019-03-31)
- Ting Wang — Secretary
- David Ciccoricco — Council Member
- Sharon Dell — Council Member
- James Scott — President
- Ilona Kokay — Vice President (departed 2018-12-06)
- Christine Jasoni — President (departed 2014-12-09)
- Kaye Wilson — Secretary (departed 2014-12-09)
- Sandra Copeland — Council Member (departed 2014-12-09)
- Peter Dearden — Vice President (departed 2014-12-09)
- Gordon Parsonson — Archivist (departed 2023-07-01)
- James MacLaurin — Council Member (departed 2010-11-25)
- David Hutchinson — Secretary (departed 2010-11-25)
- Katharine Cox — Council Member (departed 2010-11-25)
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- Smart Waikato Trust — Education
- Internet New Zealand Incorporated — Education
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The Otago Institute Incorporated
CC43935Dunedin, DunedinRegistered 30 Jun 2008
Data updated: Today
Financials31 Mar 2025Rating15h ago
Financial data as at March 2025. Sourced from Charities Services register.
NR
Not rated — Volunteer / community organisation
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →Revenue
$3.5K
Expenses
$1.6K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
OtagoNationwide
About
Mission
The Otago Institute is a Regional Constituent Organisation of the Royal Society of New Zealand. It is our goal to provide timely, relevant, and qualified expert information to people in regional communities in order to enhance their understanding of research, give them the tools that they can bring to bear on issues that impact their lives, and thereby improve their awareness of the importance of research to their happiness and well-being as well as that of their community and country.
Key Statistics
Annual Revenue
$3.5K
Total Expenses
$1.6K
Net Assets
-
Volunteers
0
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
Financial Health Dashboard
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
259.6mo
Could operate 259.6 months with zero revenue
Over-capitalized
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
49
Score /100
Concentrated
HHI: 5,104
Trading / Services57.2%
Investment Income42.8%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 351 peers · Education · Under $100K
Rating Score
0
Revenue
$4K
Reserve Months
0.0
Surplus
$2K
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
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Address
Dunedin, Dunedin
Registration
Registration NumberCC43935
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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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