Lake Wanaka Sounz Incorporated — Education Charity in Wanaka

Lake Wanaka Sounz Incorporated is a Trust charity in the Education sector, based in Wanaka, Wanaka. CharityData rates this charity C+ (68.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: to promote quality New Zealand music and arts through education and events

Registration Number
CC27998
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C+ (68.5/100)
Sector
Education
Location
Wanaka, Wanaka
Website
http://www.yami.nz
Email
lynne.christie@xtra.co.nz
Data as at
March 2026

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

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
19.2 months of operating expenses
Staff Count
2
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M$0.1M
2025$0.1M$0.0M$0.1M
2024$0.0M$0.1M$0.1M
2023$0.0M$0.0M-
2022$0.1M$0.1M$0.1M
2021$0.0M$0.0M-
2020$0.2M$0.3M$0.1M
2019$0.0M$0.0M$0.2M
2018$0.3M$0.4M$0.2M
2017$0.1M$0.1M$0.3M

CharityData Rating

Overall Grade
C+
Overall Score
68.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (17)

  • Samuel Orbell — Committee Member
  • Kylie Stewart Stewart — Committee Member
  • Alena Schluter — Committee Member
  • Maree Horlor — Committee Member, Advisor
  • Mathew Doyle — Production Manager
  • Riley Christie — Committee Member
  • Martine Faircloth-Harding — Promotions (departed 2023-11-26)
  • William Croxford — General Manager (departed 2017-07-31)
  • Lisa Simmers — Committee Member (departed 2014-02-11)
  • Jamie Norman — Committee Member (departed 2021-11-01)
  • Chelsea Norman — Committee Member
  • Nikki Meissel — Accommodation Officer (departed 2010-02-10)
  • Noah Stafford — Site Manager (departed 2010-02-20)
  • Clare Scurr — Committee Member (departed 2014-02-11)
  • Sally Norman — Committee Member
  • Peter Bullen — Committee Member
  • Lynne Christie — Founder/ Director

Funding Sources

  • Lion Foundation — $8,390

Similar Charities in Education

Lake Wanaka Sounz Incorporated logo
EducationTrust

Lake Wanaka Sounz Incorporated

CC27998Wanaka, WanakaRegistered 30 Jun 2008
Data updated: 4 days ago
Financials6mo agoRating3d ago

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

C+
69/100
Financial
70
Governance
65
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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 10. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$74.7K

Expenses

$78.3K

Assets

$146.2K

Staff

2

Financial data from Charities Services annual return (FY2026). 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

to promote quality New Zealand music and arts through education and events

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOther charitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$74.7K
Total Expenses
$78.3K
Net Assets
$146.2K
Staff
2
employees

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
19.2mo
Could operate 19.2 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

19
Score /100
Highly Concentrated
HHI: 8,140
High Concentration: 90% of revenue from Other
Other89.9%
Donations6.9%
Investment Income3.2%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
69
#45/330
Revenue
$75K
#29/330
Reserve Months
19.2
#1/330
Surplus
$-4K
#256/330
Staff Cost %
0%
#1/330

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

Rating History

C+
2026
Score: 68.5
Financial: 70 | Governance: 65 | Transparency: 65
Current
D+
2025
Score: 50.9
Financial: 74 | Governance: 65 | Transparency: 65

Rating

C+
Score: 68.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC27998
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated4 Feb 1998
Registered office
Aspiring Road, Wanaka, 9305

Sector & Activities

Primary Sector
Education
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: 29 September 2026.