Wesley Historical Society (New Zealand)Religion Charity in Christchurch

Wesley Historical Society (New Zealand) is a Trust charity in the Religion sector, based in Christchurch, Christchurch. CharityData rates this charity D (47.9/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: The Society encourages the study of Methodist origins and development in Aotearoa New Zealand, and of Methodist missionary activity in the Pacific. It supports the research, recording, preservation, presentation and publication of historical material, contributing to an informed understanding of the interactions between Māori, Pākehā, Pacific peoples and other communities in Aotearoa New Zealand.

Registration Number
CC27058
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
D (47.9/100)
Sector
Religion
Location
Christchurch, Christchurch
Email
treasurer.whs@methodist.nz
Data as at
June 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

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

CharityData Rating

Overall Grade
D
Overall Score
47.9/100
Financial Score
73.5
Governance Score
55
Transparency Score
65

Red Flags

  • 5 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (12)

NameRoleAppointed
Simon KayEditor2025-07-01
Gary CloverVice President2022-11-18
Rowan TautariExecutive Committee Member2022-11-18
So'otaga P-MisikeiExecutive Committee Member2022-11-18
Elaine BolithoExecutive Committee Member2021-11-19
Brian TurnerExecutive Committee Member2021-11-19
Lynne WallSecretary2016-09-30
Ian FaulknerPresident2015-04-29
Peter LaneTreasurer2010-02-01
Terry WallExecutive Committee Member2010-02-01
Eric LaurensonExecutive Committee Member1988-11-01
Norman BrookesExecutive Committee Member1986-11-01

Former Officers (12)

  • Allan DavidsonExecutive Committee Member (departed 2025-06-30)
  • Margaret ZieglerSecretary (departed 2015-08-18)
  • Philip TaylorTrustee (departed 2010-07-01)
  • Ruth BlundellTreasurer (departed 2011-07-01)
  • Shona MichieTrustee (departed 2018-12-31)
  • Graeme WhiteTrustee (departed 2010-02-01)
  • Terence WallTrustee (departed 2010-07-01)
  • Helen LaurensonPresident (departed 2020-11-06)
  • Margaret GordonTrustee (departed 2010-07-01)
  • Barry NealSecretary (departed 2010-02-01)
  • Susan ThompsonVice President (departed 2022-09-30)
  • Jill WeeksTrustee (departed 2015-04-29)

Similar Charities in Religion

ReligionTrust

Wesley Historical Society (New Zealand)

CC27058Christchurch, ChristchurchRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials30 Jun 2025Ratingyesterday

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

D
48/100
Reduced by penalties
Financial
74
Governance
55
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 designated
    Board of 24 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

$20.3K

Expenses

$11.2K

Assets

$126.0K

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

1 red flag identified- Review the Rating tab for details

This rating may reflect incomplete data

This charity's grade of D is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

The Society encourages the study of Methodist origins and development in Aotearoa New Zealand, and of Methodist missionary activity in the Pacific. It supports the research, recording, preservation, presentation and publication of historical material, contributing to an informed understanding of the interactions between Māori, Pākehā, Pacific peoples and other communities in Aotearoa New Zealand.

Key Statistics

Annual Revenue
$20.3K
Total Expenses
$11.2K
Net Assets
$124.1K
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
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

48
Score /100
Concentrated
HHI: 5,181
Other67.8%
Investment Income22.8%
Trading / Services7.9%
Donations1.5%

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

Peer Comparison

Ranked against 245 peers · Religion · Under $100K

Rating Score
48
#36/246
Revenue
$20K
#136/246
Reserve Months
0.0
#1/246
Surplus
$9K
#56/246
Staff Cost %
0%
#1/246

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

Rating

D
Score: 47.9/100
Financial
73.5
Governance
55
Transparency
65
Why this grade: Financial 74 × 40% + Governance 55 × 60% = 62 → 48 after red-flag penalties → D.
View Full Score Breakdown

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Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC27058
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Dec 1954
Registered office
MORLEY HOUSE 25 LATIMER SQUARE CHRISTCHURCH, Christchurch

Sector & Activities

Primary Sector
Religion

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.