The Otago Youth Adventure Trust/Rotary Club Of Milton Tramping Club IncorporatedArts & Culture Charity in Outram

The Otago Youth Adventure Trust/Rotary Club Of Milton Tramping Club Incorporated is a Trust charity in the Arts & Culture sector, based in Outram, Outram. This organisation also provides funding to other charities. Annual revenue: $0.7M NZD. Financial data as at April 2025.

Mission: To provide members with organised 'no frills' tramping and cycle trips at an affordable cost and distribute any surpluses equally to The Otago Youth Adventure Trust and Rotary Club of Milton.

Registration Number
CC27127
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Arts & Culture
Location
Outram, Outram
Website
http://otagorotarytrusttramps.org.nz
Email
admin@ortt.org.nz
Funder Status
Grant-making charity (trust)
Data as at
April 2025

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$0.7M NZD
Total Assets
$0.2M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
1
Volunteers
1
Financial Year End
2025-04-30

Financial History

YearRevenueExpensesNet Assets
2025$0.7M$0.7M$0.1M
2024$0.6M$0.7M$0.1M
2023$0.7M$0.7M$0.1M
2022$0.6M$0.6M$0.0M
2021$0.5M$0.5M$0.0M
2020$0.5M$0.5M$0.0M
2019$0.5M$0.5M$0.1M
2018$0.4M$0.5M$0.1M
2017$0.5M$0.5M$0.1M
2016$0.5M$0.4M$0.1M

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Suzanne BearmanManagement Committee2022-09-07
Phillip AtkinsonVice-Chairperson2021-09-28
Stephen WoodheadManagement Committee2021-09-22
Janine DunlopManagement Committee2018-08-15
Owen PrydeTreasurer2016-09-25
Steven McLayChair2010-07-21

Former Officers (8)

  • Rob WiltonPresident (departed 2022-09-07)
  • Elizabeth McCollManagement Committee (departed 2015-12-01)
  • Brian PickardPresident (departed 2020-08-19)
  • David DobbieManagement Committee (departed 2015-07-29)
  • Rodger HancockManagement Committee (departed 2021-09-22)
  • David VollweilerTreasurer (departed 2018-08-15)
  • Kevin BlairManagement Committee (departed 2012-07-18)
  • Peter Hans VollweilerSecretary (departed 2017-08-09)

Similar Charities in Arts & Culture

The Otago Youth Adventure Trust/Rotary Club Of Milton Tramping Club Incorporated logo
FunderArts & CultureTrustTrust

The Otago Youth Adventure Trust/Rotary Club Of Milton Tramping Club Incorporated

CC27127Outram, OutramRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials30 Apr 2025Rating9h ago

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

NR
Not ratedSummary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$695.1K

Expenses

$693.0K

Assets

$231.8K

Staff

1

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

Funder Profile

Grantmaker

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

Funding Sectors
Community Development
Beneficiaries
Youth
Geographic Focus
Otago

About

Mission

To provide members with organised 'no frills' tramping and cycle trips at an affordable cost and distribute any surpluses equally to The Otago Youth Adventure Trust and Rotary Club of Milton.

Key Statistics

Annual Revenue
$695.1K
Total Expenses
$693.0K
Net Assets
$54.5K
Staff
1
employees
Volunteers
1

Financial Trends

Financial Trends (18 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
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

21
Score /100
Highly Concentrated
HHI: 7,947
High Concentration: 89% of revenue from Other
Other88.9%
Donations4.7%
Trading / Services4.1%
Investment Income2.2%

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

Peer Comparison

Ranked against 119 peers · Arts & Culture · $100K – $1M

Rating Score
0
#65/120
Revenue
$695K
#8/120
Reserve Months
0.0
#1/120
Surplus
$2K
#73/120
Staff Cost %
4%
#120/120

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC27127
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated3 Oct 1995
Registered office
Kilgour Street, Waihola, 9243
Differs from Charities Register address (196 Baker Road, RD 1, Clarendon, Outram, 9073, Outram, Outram). May be stale on either register — verify with the charity if material.

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: 11 September 2026.