Western Bay Heritage Trust Board — Arts & Culture Charity in Katikati

Western Bay Heritage Trust Board is a Trust charity in the Arts & Culture sector, based in Katikati, Katikati. Annual revenue: $0.6M NZD. Financial data as at June 2025.

Mission: The Western Bay Museum’s charitable purpose is to conserve, preserve, rehome, catalogue and display items of relevance from the past as taonga, and telling stories of those who call our place 'home'. Each year we create and host exhibitions, programmes, Te Rā o Waitangi Whānau Festival , Matariki and activities that bring in over 14,000 visitors per annum (local, regional, national and international)

Registration Number
CC53141
Charity Type
Trust
Registration Date
2016-04-11
Status
Active
Sector
Arts & Culture
Location
Katikati, Katikati
Email
chair@westernbaymuseum.nz
Data as at
June 2025

Beneficiaries: Children / young people, General public

Financial Summary

Total Revenue
$0.6M NZD
Total Expenses
$0.6M NZD
Total Assets
$0.3M NZD
Net Assets
$0.2M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.6M$0.6M$0.2M
2024$0.5M$0.5M$0.2M
2023$0.4M$0.4M$0.2M
2022$0.3M$0.3M$0.2M
2021$0.3M$0.3M$0.2M
2020$0.2M$0.2M$0.2M
2019$0.2M$0.2M$0.2M
2018$0.2M$0.2M$0.2M
2017$0.1M$0.1M$0.2M
2016$0.2M$0.0M$0.2M

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Mārino MageeTrustee2025-12-09
Rosalind MoffatTrustee2025-11-20
Edward BluegumTrustee2024-10-28
Michael McCowanTreasurer2024-10-24
Karen MagillSecretary2024-10-24
James YoungChairperson/trustee2019-05-27

Former Officers (14)

  • Garry Webber — Trustee (departed 2024-07-31)
  • Susan Matthews — Trustee (departed 2025-05-01)
  • Reon Tuanau — Trustee (departed 2024-08-28)
  • Michael Williams — Trustee (departed 2025-02-20)
  • Peter Mackay — Trustee (departed 2025-02-20)
  • Sue Matthews — Trustee (departed 2019-11-05)
  • Lisa Murray — Trustee (departed 2019-11-25)
  • David Askew — Treasurer/trustee (departed 2024-11-26)
  • Carole Parker — Chairperson/trustee (departed 2019-03-26)
  • Allan Sole — Chairperson/trustee (departed 2022-11-28)
  • Nolene De Luca — Trustee (departed 2017-07-31)
  • Jocelyn Hicks — Trustee (departed 2016-09-23)
  • Diane Stevens — Trustee (departed 2016-08-12)
  • Kenneth Price — Trustee (departed 2020-02-24)

Funding Sources

  • Grassroots Trust Limited — $38,040.08

Similar Charities in Arts & Culture

Arts & CultureTrust

Western Bay Heritage Trust Board

CC53141Katikati, KatikatiRegistered 11 Apr 2016
Data updated: 4 days ago
Financials30 Jun 2025Rating4d ago

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

NR
Not rated — Summary-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

$567.6K

Expenses

$583.7K

Assets

$256.6K

Staff

3

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

About

Mission

The Western Bay Museum’s charitable purpose is to conserve, preserve, rehome, catalogue and display items of relevance from the past as taonga, and telling stories of those who call our place 'home'. Each year we create and host exhibitions, programmes, Te Rā o Waitangi Whānau Festival , Matariki and activities that bring in over 14,000 visitors per annum (local, regional, national and international)

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$567.6K
Total Expenses
$583.7K
Net Assets
$156.9K
Staff
3
employees
Volunteers
0

Financial Trends

Financial Trends (10 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
2.6mo
Could operate 2.6 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

11
Score /100
Highly Concentrated
HHI: 8,941
High Concentration: 94% of revenue from Other
Other94.4%
Donations5.4%
Trading / Services0.3%
Investment Income0.0%

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

Peer Comparison

Ranked against 117 peers · Arts & Culture · $100K – $1M

Rating Score
0
#29/118
Revenue
$568K
#18/118
Reserve Months
0.0
#1/118
Surplus
$-16K
#90/118
Staff Cost %
67%
#118/118

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

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Katikati, Katikati

Registration

Registration NumberCC53141
Entity TypeTrust
Registered11 Apr 2016
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated26 Jun 2015
Registered office
32 Main Road Katikati, Katikati

Sector & Activities

Primary Sector
Arts & Culture
Activities
Other - 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: 30 September 2026.