The South Waikato Achievement Trust is a Trust charity in the Social Services sector, based in Tokoroa, Tokoroa. Annual revenue: $0.8M NZD. Financial data as at June 2025.
Mission: Supporting people with disabilities and disadvantaged
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.8M | $0.4M | $-4.5M |
| 2024 | $0.8M | $0.4M | $-3.8M |
| 2023 | $0.9M | $0.4M | $-3.6M |
| 2022 | $6.4M | $0.4M | $-2.5M |
| 2021 | $1.5M | $0.2M | $-0.6M |
| 2020 | $2.0M | $0.2M | $-1.2M |
| 2019 | $3.7M | $5.3M | $-1.8M |
| 2018 | $3.4M | $4.7M | $-1.6M |
| 2017 | $4.0M | $4.2M | $-1.6M |
| 2016 | $3.8M | $3.8M | $-1.4M |
Financial data as at June 2025. Sourced from Charities Services register.
This charity has reported liabilities exceeding assets for two or more consecutive years. That pattern is common and structural for retirement villages (occupation-right-agreement bonds recorded as liabilities), iwi treaty-settlement vehicles (future-obligation accruals), and infrastructure trusts with Crown loan principal — it does not indicate financial distress, but our standard reserve-months scoring template does not apply. The charity's figures are shown above.
How ratings work →$812.7K
$398.9K
$194.9K
117
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Supporting people with disabilities and disadvantaged
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 131 peers · Social Services · $100K – $1M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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: 23 April 2026.
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