Southland Workers' Educational Association Incorporated — Education Charity in Invercargill

Southland Workers' Educational Association Incorporated is a Trust charity in the Education sector, based in Invercargill, Invercargill. Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at December 2025.

Mission: The advancement, encouragement and provision of continuing and community education that promotes a just and equitable society, in accordance with Te Tiriti o Waitangi/the Treaty of Waitangi

Registration Number
CC11404
Charity Type
Trust
Registration Date
2007-10-22
Status
Active
Sector
Education
Location
Invercargill, Invercargill
Email
wea.south@xtra.co.nz
Data as at
December 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$0.7M NZD
Net Assets
$0.7M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
8
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.2M$0.7M
2024$0.2M$0.2M$0.7M
2023$0.1M$0.1M$0.7M
2022$0.1M$0.1M$0.7M
2021$0.1M$0.1M$0.7M
2020$0.2M$0.1M$0.7M
2019$0.1M$0.2M$0.7M
2018$0.2M$0.2M$0.7M
2017$0.2M$0.2M$0.7M
2016$0.1M$0.1M$0.7M

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Carmen OwenCommittee Member2025-06-05
Campbell TrewinCommittee Member2025-05-01
Philippa WALKER STEVENSCommittee Member2025-05-01
Lesley Du MezTreasurer2012-03-23
William JohnstonCommittee Member2011-03-25
Margaret BrassCommittee Member2011-03-25
Michelle DawsonCommittee Member2009-03-27
Jeffrey WalkerPresident2007-05-11

Former Officers (16)

  • Kathryn Morrison — Trustee
  • Anderson Lemin — Committee Member
  • Morgan Bragg — Committee Member (departed 2025-12-31)
  • Luke Dawson — Committee Member (departed 2025-12-31)
  • Gina van Wichen — Committee Member (departed 2025-05-01)
  • Hannah Dawson — Committee Member (departed 2025-05-01)
  • Lydia Matenga — Committee Member (departed 2011-03-25)
  • Donald Wisely — Committee Member (departed 2019-11-30)
  • Ann Murray — Council Member (departed 2009-03-27)
  • Margery Simpson — Council Member (departed 2009-03-27)
  • Errolyn Taane — Council Member (departed 2009-03-27)
  • William Sands — Vice Chair (departed 2016-12-01)
  • Marie Osborne — Council Member (departed 2025-05-01)
  • Karen Pringle — Committee Member (departed 2025-12-31)
  • Agnes Sands — Council Member (departed 2011-01-01)
  • Ronald Walker — President (departed 2014-08-16)

Funding Sources

  • ILT Foundation — $11,250
  • Aotearoa Gaming Foundation — $7,880.71

Similar Charities in Education

EducationTrust

Southland Workers' Educational Association Incorporated

CC11404Invercargill, InvercargillRegistered 22 Oct 2007
Data updated: 3 days ago
Financials9mo agoRating2d ago

Financial data as at December 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

$152.0K

Expenses

$190.7K

Assets

$707.1K

Staff

8

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

1 red flag identified- Review the Rating tab for details

About

Mission

The advancement, encouragement and provision of continuing and community education that promotes a just and equitable society, in accordance with Te Tiriti o Waitangi/the Treaty of Waitangi

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$152.0K
Total Expenses
$190.7K
Net Assets
$660.9K
Staff
8
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
0.4mo
Could operate 0.4 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

9
Score /100
Highly Concentrated
HHI: 9,086
High Concentration: 95% of revenue from Other
Other95.2%
Investment Income4.8%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$152K
#106/133
Reserve Months
0.0
#1/133
Surplus
$-39K
#118/133
Staff Cost %
33%
#133/133

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC11404
Entity TypeTrust
Registered22 Oct 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated29 Oct 1965
Registered office
100 Esk Street, Invercargill, 9810

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: 28 September 2026.