The Rotorua Branch of the New Zealand Society of GenealogistsEducation Charity in Rotorua

The Rotorua Branch of the New Zealand Society of Genealogists is a Trust charity in the Education sector, based in Rotorua, Rotorua. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: Genealogical and Family History research and advice.

Registration Number
CC33979
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Rotorua, Rotorua
Email
rotorua@genealogy.org.nz
Funder Status
Grant-making charity (other)
Data as at
March 2026

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$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-

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Margaret ButcherTreasurer2025-07-09
Kevin DykeConvenor2024-05-15
Jan McFarlaneCommittee Member2018-06-06
Wayne HallDeputy Convenor2007-11-06

Former Officers (23)

  • Margaret FarquharCommittee Member (departed 2026-05-20)
  • Lee-Anne KnaggsCommittee Member (departed 2026-05-20)
  • Robyn HuntCommittee Member (departed 2025-05-21)
  • Peter ReedSecretary
  • Gay TimpanyCommittee Member (departed 2023-05-18)
  • Ian BellCommittee Member (departed 2021-02-01)
  • Dawn KnightCommittee Member (departed 2023-02-16)
  • Kevin CroweCommittee Member (departed 2025-05-21)
  • Lynette ThackerayCommittee Member (departed 2018-05-17)
  • Aroha AdamsTreasurer (departed 2016-12-30)
  • Mary PageCommittee Member (departed 2024-05-15)
  • Ron PenhaleComittee Member (departed 2021-05-20)
  • Mary Ann CameronSecretary (departed 2021-05-20)
  • Pauleen WilkinsonCommittee Member (departed 2019-05-16)
  • Marion HoggTreasurer (departed 2016-05-18)
  • Evon SampsonCommittee Member (departed 2015-05-21)
  • Valerie PriceCommittee Member (departed 2017-05-18)
  • Heather ShollCommittee Member (departed 2019-05-16)
  • Molly GlasgowCommittee Member (departed 2010-05-20)
  • Marion NichollsTreasurer (departed 2010-05-20)

Similar Charities in Education

FunderEducationTrustOther

The Rotorua Branch of the New Zealand Society of Genealogists

CC33979Rotorua, RotoruaRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials5mo agoRating7h ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not ratedVolunteer / 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 →

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
    Board of 5 with no chair designated on the 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.

Revenue

$1.8K

Expenses

$1.1K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
EducationSocial Services
Beneficiaries
General Public
Geographic Focus
Bay of Plenty

About

Mission

Genealogical and Family History research and advice.

Key Statistics

Annual Revenue
$1.8K
Total Expenses
$1.1K
Net Assets
-

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

62
Score /100
Moderate
HHI: 3,785
Trading / Services50.3%
Donations28.3%
Other21.3%
Investment Income0.1%

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

Peer Comparison

Ranked against 277 peers · Education · Under $100K

Rating Score
0
#34/278
Revenue
$2K
#260/278
Reserve Months
0.0
#1/278
Surplus
$655
#137/278
Staff Cost %
0%
#1/278

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
F
2025
Score: 15.0
Financial: 5 | Governance: 65 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Rotorua, Rotorua

Registration

Registration NumberCC33979
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Education

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: 12 September 2026.