The Wellington Loop Trust — Education Charity in Lower Hutt
The Wellington Loop Trust is a Trust charity in the Education sector, based in Lower Hutt, Lower Hutt. This organisation also provides funding to other charities. CharityData rates this charity F (20.3/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at December 2023.
Mission: The Wellington Loop Trust offers the potential to transform the way learners and educators interact with one another providing the opportunity for shared innovation, collaboration, and fostering a supportive learning community.
- Registration Number
- CC24968
- Charity Type
- Trust
- Registration Date
- 2008-05-27
- Status
- Active
- CharityData Rating
- F (20.3/100)
- Sector
- Education
- Location
- Lower Hutt, Lower Hutt
- Website
- http://www.wellingtonloop.net.nz
- vic@wellingtonloop.net.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- December 2023
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 24.4 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2023-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2023 | $0.1M | $0.1M | $0.3M |
| 2022 | $0.1M | $0.1M | - |
| 2021 | $0.1M | $0.2M | $0.3M |
| 2020 | $0.1M | $0.1M | $0.4M |
| 2019 | $0.1M | $0.2M | $0.4M |
| 2018 | $0.2M | $0.2M | $0.4M |
| 2017 | $0.3M | $0.3M | $0.4M |
| 2016 | $0.2M | $0.2M | $0.4M |
| 2015 | $0.2M | $0.2M | $0.4M |
| 2014 | $0.3M | $0.2M | $0.4M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 20.3/100
- Financial Score
- 36.1
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 24.4 months of expenses in reserves ($0.3M) — above the 18-month threshold
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The Wellington Loop Trust
CC24968Lower Hutt, Lower HuttRegistered 27 May 2008
Data updated: 5 days ago
Financials31 Dec 2023Rating8h ago
Financial data as at December 2023. Sourced from Charities Services register.
F
20/100
Reduced by penalties
Financial
36
Governance
50
Transparency
50
Revenue
$99.2K
Expenses
$136.7K
Assets
$282.5K
Staff
2
Financial data from Charities Services annual return (FY2023). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Wellington
About
Mission
The Wellington Loop Trust offers the potential to transform the way learners and educators interact with one another providing the opportunity for shared innovation, collaboration, and fostering a supportive learning community.
Key Statistics
Annual Revenue
$99.2K
Total Expenses
$136.7K
Net Assets
$278.3K
Staff
2
employees
Volunteers
0
Financial Trends
Financial Trends (15 Years)
Revenue Breakdown
Financial Health Dashboard
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
6.7mo
Could operate 6.7 months with zero revenue
Healthy
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
14
Score /100
Highly Concentrated
HHI: 8,562
High Concentration: 92% of revenue from Trading / Services
Trading / Services92.2%
Investment Income7.8%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 355 peers · Education · Under $100K
Rating Score
20
Revenue
$99K
Reserve Months
24.4
Surplus
$-37K
Staff Cost %
0%
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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Claim This ProfileContact Details
Registration
Registration NumberCC24968
Entity TypeTrust
Registered27 May 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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: 22 April 2026.
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