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F

Score Breakdown

MUMA Whanau Services Limited · Education

38 / 100

Next grade: D- (2 points away)

Why this grade?

The overall grade F (38.0/100) is computed from three component scores, weighted by the charity’s funding mix, then reduced by any red-flag penalties.

Financial health98/100 · 50% weight
Governance65/100 · 50% weight
Transparency65/100

Read alongside the composite — surfaces disclosure quality, not weighted into the headline grade.

Red-flag penalties (−40 points)

  • High (-20)Does not publicly disclose executive compensation despite receiving significant public funding
  • Medium (-10)2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
  • Medium (-10)Annual return discloses a related-party loan totalling $350,000 on non-arm's-length terms (latest FY 2024-06-30) — may warrant trustee review.
Funding mix: Default 50/50 weight applied (funding mix unclassified). Full methodology →

Component Scores

Financial

97.8/ 100
Sector avg: 64.9+32.9

Governance

65/ 100
Sector avg: 65+0

Transparency

65/ 100
Sector avg: 65+0

The financial score is a 3-year weighted blend (60% latest / 30% prior / 10% prior-prior) for operating charities, so single-year anomalies don’t dominate. Efficiency here is based on manually-categorised program vs admin expenses. Methodology →

Profile Completeness

13 / 13 items

100% complete

How to improve your rating

#1

Disclose executive compensation

Executive compensation is not disclosed. Publishing pay bands or total compensation in the annual report removes this governance abuse flag.

+40 ptsmoderate
#2

Adjust board size to 5-15 members

Boards with 5-15 members score highest for governance. Consider appointing additional trustees or restructuring the board.

+7.2 ptshard
#3

Appoint an independent chair

An independent chair strengthens governance oversight and demonstrates separation of management and governance.

+7.2 ptsmoderate
#4

Introduce board term limits

Term limits ensure regular board renewal and prevent entrenchment. A typical policy is 3 terms of 3 years.

+7.2 ptsmoderate
#5

Establish an audit committee

An audit committee provides financial oversight and strengthens accountability. At least 2-3 board members with financial literacy.

+7.2 ptsmoderate
#6

Establish a finance committee

A finance committee improves budgeting, investment oversight, and financial planning.

+7.2 ptsmoderate
#7

Adopt a conflict of interest policy

A documented conflict of interest policy protects the charity and its beneficiaries. Required for good governance.

+7.2 ptseasy
#8

Adopt a whistleblower policy

A whistleblower protection policy encourages reporting of misconduct and demonstrates transparency commitment.

+7.2 ptseasy
#9

Adopt a remuneration policy

A formal remuneration policy ensures fair and transparent pay decisions for staff and executives.

+7.2 ptseasy
#10

Disclose executive compensation

Publishing executive pay bands or total compensation demonstrates accountability and builds trust with donors and funders.

+7.2 ptsmoderate
#11

Submit accurate financial breakdown

The charity's expense breakdown has not been manually verified. Submitting an accurate program/admin/fundraising expense split from audited financial statements unlocks the efficiency score and restores full financial weighting.

+6 ptsmoderate

Red Flags

No Executive Compensation Disclosurehigh

Does not publicly disclose executive compensation despite receiving significant public funding

-20 points

Excessive Trustee Workloadmedium

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

-10 points

Related Party Loan Disclosed Non Arms Lengthmedium

Annual return discloses a related-party loan totalling $350,000 on non-arm's-length terms (latest FY 2024-06-30) — may warrant trustee review.

-10 points

Data sourced from Charities Services register and 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.