Southland Mature Employment Charitable TrustEducation Charity in Invercargill

Southland Mature Employment Charitable Trust is a Trust charity in the Education sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. Annual revenue: $0.3M NZD. Financial data as at March 2020.

Mission: To serve the interests of the Southland Community by providing employment opportunities to mature people of Southland who struggle to gain suitable employment due to their range of physical or mental disabilities through the Trusts own divisions of Keep in Touch, Wachner Place, OSCAR Child Care, Community Support Service Coordination and or Foot in the Door.

Registration Number
CC37923
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Invercargill, Invercargill
Email
grant.meyer@business-fixit.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2020

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.4M NZD
Total Assets
$0.3M NZD
Net Assets
$0.3M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2020-03-31

Financial History

YearRevenueExpensesNet Assets
2020$0.3M$0.4M$0.3M
2019$0.5M$0.5M$0.4M
2018$0.5M$0.5M$0.5M
2017$0.5M$0.5M$0.4M
2016$0.6M$0.5M$0.4M
2015$0.6M$0.5M-
2014$0.5M$0.5M-
2013$0.5M$0.5M-
2012$0.6M$0.5M-
2011---

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (9)

  • Ann ConaghanTrustee
  • Dawn MacKayTrustee (departed 2019-03-31)
  • Brian RichardsonTrustee (departed 2023-10-29)
  • Ruth LieshoutTrustee
  • Sean WoodwardTrustee (departed 2011-09-27)
  • Kerran LarsonTrustee
  • Andre OzanneTrustee (departed 2013-04-08)
  • William SaundersTrustee (departed 2011-09-27)
  • Alfred EastleyTrustee (departed 2010-08-17)

Reporting Group Members

Southland Mature Employment Charitable Trust files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Education

FunderEducationTrustCharitable Trust

Southland Mature Employment Charitable Trust

CC37923Invercargill, InvercargillRegistered 30 Jun 2008
Data updated: Yesterday
Financials31 Mar 2020Rating2d ago

Financial data as at March 2020. Sourced from Charities Services register.

NR
Not ratedLast filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

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Reasons to look carefully (2)

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 3. 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.
  • Shared trustees with reporting-group siblings
    One current trustee also serves on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

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

$333.5K

Expenses

$431.7K

Assets

$279.2K

Financial data from Charities Services annual return (FY2020). Ratings calculated using CharityData v3.1.1 methodology.

Reporting group parent. Southland Mature Employment Charitable Trust files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.

Show member charities (1)

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Social ServicesCommunity Development
Beneficiaries
ChildrenPeople with DisabilitiesGeneral Public
Geographic Focus
Southland

About

Mission

To serve the interests of the Southland Community by providing employment opportunities to mature people of Southland who struggle to gain suitable employment due to their range of physical or mental disabilities through the Trusts own divisions of Keep in Touch, Wachner Place, OSCAR Child Care, Community Support Service Coordination and or Foot in the Door.

Key Statistics

Annual Revenue
$333.5K
Total Expenses
$431.7K
Net Assets
$259.8K
Volunteers
0

Financial Trends

Financial Trends (12 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
1mo
Could operate 1 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

4
Score /100
Highly Concentrated
HHI: 9,608
High Concentration: 98% of revenue from Other
Other98.0%
Investment Income2.0%

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

Peer Comparison

Ranked against 107 peers · Education · $100K – $1M

Rating Score
0
#20/108
Revenue
$333K
#31/108
Reserve Months
0.0
#1/108
Surplus
$-98K
#104/108
Staff Cost %
0%
#1/108

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
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC37923
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated22 Oct 1998
Registered office
20 Mary Street Invercargill, Invercargill

Sector & Activities

Primary Sector
Education

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: 14 September 2026.

Reporting Group — Consolidated Annual Return

Southland Mature Employment Charitable Trust is one of 2 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.