South Otago Agricultural and Pastoral Society — Arts & Culture Charity in Balclutha

South Otago Agricultural and Pastoral Society is a Trust charity in the Arts & Culture sector, based in Balclutha, Balclutha. CharityData rates this charity B- (71.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: The Society organises the Annual A&P Show last Saturday of November every year

Registration Number
CC42883
Charity Type
Trust
Registration Date
2009-11-18
Status
Active
CharityData Rating
B- (71.5/100)
Sector
Arts & Culture
Location
Balclutha, Balclutha
Email
soap1867@gmail.com
Data as at
March 2025

Beneficiaries: Animals, Children / young people, Family / whanau, General public, Older people, Other charities, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.7M NZD
Net Assets
$1.7M NZD
Reserve Months
13.5 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$1.7M
2024$0.1M$0.1M$0.1M
2023$0.1M$0.1M$0.1M
2022$0.0M$0.0M$0.1M
2021$0.0M$0.0M$0.1M
2020$0.1M$0.1M$2.4M
2019$0.0M$0.0M-
2018$0.1M$0.1M$0.1M
2017$0.1M$0.1M-
2016$0.1M$0.0M$2.1M

CharityData Rating

Overall Grade
B-
Overall Score
71.5/100
Financial Score
70
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (19)

  • Tessa Inwood — Treasurer
  • Bridget Lowry — Past President
  • Ethan Harrex — Treasurer (departed 2025-08-14)
  • Bayley Coates — President
  • Katy Button — Treasurer (departed 2023-03-31)
  • Ben Eatwell — Treasurer (departed 2021-06-30)
  • Heather Dudfield — Secretary
  • Shirley Johnstone — Executive Member
  • Karena Kupa — Secretary (departed 2013-03-31)
  • Michael Elliot — Executive Member (departed 2013-03-31)
  • Graeme Moffat — Executive Member
  • Patrick Bowden — Executive Member (departed 2018-03-31)
  • Richard Berney — Past President
  • Mike Elliot — Executive Member (departed 2013-03-31)
  • Alison McLeary-Moore — Executive (departed 2013-03-31)
  • Jannette Jenkins — Vice President (departed 2012-05-21)
  • Lesley Martin — Vice President (departed 2010-06-16)
  • Janine Ogden — Secretary (departed 2012-12-31)
  • Jacqueline Kelly — President (departed 2012-05-21)

Funding Sources

  • The Trusts Community Foundation — $16,000

Similar Charities in Arts & Culture

Arts & CultureTrust

South Otago Agricultural and Pastoral Society

CC42883Balclutha, BalcluthaRegistered 18 Nov 2009
Data updated: 4 days ago
Financials31 Mar 2025Rating3d ago

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

B-
72/100
Financial
70
Governance
75
Transparency
65
Revenue

$58.7K

Expenses

$54.2K

Assets

$1.7M

Staff

1

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

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 organises the Annual A&P Show last Saturday of November every year

Who We Serve

Beneficiaries
AnimalsChildren / young peopleFamily / whanauGeneral publicOlder peopleOther charitiesVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$58.7K
Total Expenses
$54.2K
Net Assets
$1.7M
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (15 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
13.5mo
Could operate 13.5 months with zero revenue
Healthy
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

56
Score /100
Concentrated
HHI: 4,386
Other53.1%
Donations39.2%
Trading / Services4.0%
Investment Income3.7%

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

Peer Comparison

Ranked against 360 peers · Arts & Culture · Under $100K

Rating Score
72
#31/361
Revenue
$59K
#54/361
Reserve Months
13.5
#1/361
Surplus
$5K
#111/361
Staff Cost %
16%
#361/361

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

Rating

B-
Score: 71.5/100
Financial
70
Governance
75
Transparency
65
Why this grade: Financial 70 × 40% + Governance 75 × 60% = 73 → 72 after red-flag penalties → B-.
View Full Score Breakdown

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Contact Details

Address
Balclutha, Balclutha

Registration

Registration NumberCC42883
Entity TypeTrust
Registered18 Nov 2009
StatusRegistered

Sector & Activities

Primary Sector
Arts & Culture
Activities
Acts as an umbrella / resource bodyProvides buildings / facilities / open spaceOther - Acts an Umbrella body

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: 29 September 2026.