Smart Waikato Trust — Education Charity in Hamilton
Smart Waikato Trust is a Charitable Trust charity in the Education sector, based in Hamilton, Hamilton. Annual revenue: $1.0M NZD. Financial data as at March 2026.
Mission: PURPOSE: To empower Waikato youth through real education to employment pathways.
- Registration Number
- CC41374
- Charity Type
- Charitable Trust
- Registration Date
- 2009-07-15
- Status
- Active
- Sector
- Education
- Location
- Hamilton, Hamilton
- mary@smartwaikato.co.nz
- Data as at
- March 2026
Beneficiaries: Children / young people, Family / whanau, General public
Financial Summary
- Total Revenue
- $1.0M NZD
- Total Expenses
- $1.0M NZD
- Total Assets
- $0.5M NZD
- Net Assets
- $0.4M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 13
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $1.0M | $1.0M | $0.4M |
| 2025 | $1.0M | $0.9M | $0.4M |
| 2024 | $0.8M | $0.8M | $0.4M |
| 2023 | $0.6M | $0.7M | $0.3M |
| 2022 | $0.8M | $0.6M | $0.4M |
| 2021 | $0.6M | $0.6M | $0.3M |
| 2020 | $0.6M | $0.6M | $0.2M |
| 2019 | $0.5M | $0.5M | $0.2M |
| 2018 | $0.6M | $0.5M | $0.2M |
| 2017 | $0.4M | $0.3M | $0.1M |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Teresa Poli | Trustee | 2025-04-01 |
| Neil Harray | Trustee | 2025-04-01 |
| Alitaeao Asiata | Trustee | 2024-04-01 |
| Shelley Wilson | Chair | 2024-04-01 |
| Grace Reid | Secretary/treasurer | 2020-06-03 |
| Deborah MacCauley | Trustee | 2019-11-27 |
| Mary Jensen | Chief Executive | 2009-08-01 |
Former Officers (15)
- Damian Sicely — Trustee (departed 2025-07-01)
- Amy Hacker — Trustee (departed 2025-03-26)
- Donovan Clark — Trustee (departed 2021-12-07)
- Deanne Holdsworth — Trustee (departed 2020-11-17)
- Julian Williams — Chair (departed 2024-01-18)
- Sean Lambly — Trustee (departed 2020-03-01)
- Alan Munro — Trustee (departed 2020-06-03)
- Sarah Morton-Johnson — Chair (departed 2019-12-11)
- Kylie Zinsli — Trustee (departed 2014-05-08)
- Michelle Baker — Trustee (departed 2016-09-20)
- Clive Hamill — Chair (departed 2014-11-01)
- David Wood — Trustee (departed 2011-04-01)
- Roger Evans — Trustee (departed 2019-07-01)
- Allison Gibbons — Trustee (departed 2011-04-01)
- Ally Gibbons — Trustee (departed 2011-04-01)
Funding Sources
- Lion Foundation — $20,000
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Crossways Community Creche Incorporated — Education
- Christchurch Rudolf Steiner School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association Incorporated — Education
Smart Waikato Trust
Financial data as at March 2026. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$980.9K
$976.2K
$536.5K
13
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
PURPOSE: To empower Waikato youth through real education to employment pathways.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 152 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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.
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