The Young Men's Christian Association of Invercargill Charitable Trust — Community Development Charity in Invercargill

The Young Men's Christian Association of Invercargill Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Invercargill, Invercargill. Annual revenue: $2.0M NZD. Financial data as at December 2025.

Mission: Education & social services, health and well being, community development, out of school care, youth leadership, recreation, environment & conservation, promotion of volunteering

Registration Number
CC20773
Charity Type
Charitable Trust
Registration Date
2008-01-28
Status
Active
Sector
Community Development
Location
Invercargill, Invercargill
Email
steve.broad@ymcasouth.org.nz
Data as at
December 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$2.0M NZD
Total Expenses
$1.8M NZD
Total Assets
$3.2M NZD
Net Assets
$2.7M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$2.0M$1.8M$2.7M
2024$2.0M$1.9M$1.7M
2023$0.2M$0.1M$3.0M
2022$0.2M$0.1M$2.3M
2021$0.2M$0.2M$2.3M
2020$0.5M$0.5M$2.3M
2020$0.5M$0.5M$2.3M
2019$0.4M$0.4M$2.3M
2018$0.4M$0.4M$2.2M
2017$0.5M$0.5M$2.0M

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Helen RobinsonTrustee2025-06-10
Brett CoradineTrustee2025-06-10
Nickoli HamlinTrustee2024-06-11
Kylie McNeillyTrustee2024-06-11
Megan ClarkTrustee2022-07-11
Kari GraberTrustee2021-07-12

Former Officers (22)

  • Leisa Heffernan — Director (departed 2020-08-04)
  • Charlotte Melvin — Trustee (departed 2024-11-06)
  • Nick Evans — Trustee (departed 2023-06-15)
  • Bryony Clarke — Trustee (departed 2023-05-02)
  • Nathan Burdon — Trustee (departed 2022-08-24)
  • James Harvey — Trustee (departed 2022-06-13)
  • Melissa Hinga — Trustee (departed 2019-05-06)
  • Patrick Edwards — Trustee (departed 2019-05-10)
  • Jason Te Huia — Trustee (departed 2015-11-09)
  • Michael Sheppard — Trustee (departed 2016-05-25)
  • Mark Bain — Trustee (departed 2019-12-09)
  • Andrew Fraser — Trustee (departed 2012-08-06)
  • Edward Cross — Trustee (departed 2012-06-12)
  • Colin Anderson — Trustee (departed 2013-07-08)
  • Sarah Mckenzie — Trustee (departed 2021-02-15)
  • David Madden — Trustee (departed 2024-07-16)
  • Kere-John Menzies — Trustee (departed 2009-01-30)
  • Bridget-Mary McGown — Trustee (departed 2026-02-18)
  • Michael Weusten — Trustee (departed 2016-09-05)
  • Martin West — Trustee (departed 2009-06-04)

Similar Charities in Community Development

Community DevelopmentCharitable Trust

The Young Men's Christian Association of Invercargill Charitable Trust

CC20773Invercargill, InvercargillRegistered 28 Jan 2008
Data updated: 3 days ago
Financials9mo agoRating4d 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 →

Reasons to look carefully (1)

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 7. 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.

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

$2.0M

Expenses

$1.8M

Assets

$3.2M

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

About

Mission

Education & social services, health and well being, community development, out of school care, youth leadership, recreation, environment & conservation, promotion of volunteering

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$2.0M
Total Expenses
$1.8M
Net Assets
$2.7M

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
4.1mo
Could operate 4.1 months with zero revenue
Low reserves
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

59
Score /100
Concentrated
HHI: 4,113
Other55.9%
Trading / Services26.5%
Government Grants16.9%
Donations0.6%
Investment Income0.1%

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

Peer Comparison

Ranked against 52 peers · Community Development · $1M – $10M

Rating Score
0
#40/53
Revenue
$2.0M
#36/53
Reserve Months
0.0
#1/53
Surplus
$150K
#36/53
Staff Cost %
60%
#53/53

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: 20 | Transparency: 65
Current
C-
2024
Score: 55.5
Financial: 80 | Governance: 65 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2025
Clean
9 years of audit history

Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC20773
Entity TypeCharitable Trust
Registered28 Jan 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated25 Aug 1994
Registered office
77 Tay Street Invercargill 9810, Invercargill

Sector & Activities

Primary Sector
Community Development
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: 5 October 2026.