U3A Wellington City Incorporated — Education Charity in Wellington
U3A Wellington City Incorporated is a Trust charity in the Education sector, based in Wellington, Wellington. Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: 3.1 The purposes of the Society are – 3.1.1 To provide opportunities for older adults who are not in full-time employment to be engaged in further education, both as students and as tutors, free from the pressures of more formal education systems; 3.1.2 To conduct or provide lectures, courses, seminars and other means of education or study without any requirement for or award of qualifications; 3.1.3 To carry out such other activities as may promote membership of the Society and encourage friendship among members; 3.1.4 To do any other things which may help to achieve any of the above purposes.
- Registration Number
- CC29331
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Wellington, Wellington
- Website
- https://www.u3awellingtoncity.org.nz
- president@u3awellingtoncity.org.nz
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 1
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | - |
| 2024 | $0.1M | $0.1M | - |
| 2023 | $0.0M | $0.1M | - |
| 2022 | $0.0M | $0.0M | - |
| 2021 | $0.1M | $0.0M | - |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.0M | $0.0M | - |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.1M | - |
| 2016 | $0.1M | $0.0M | - |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (14)
- Pauline Edwards — Treasurer
- Beverley Dixon — Secretary
- Bruce Levick — President
- Barbara Crump — Acting President (departed 2023-09-12)
- Tricia Walbridge — Secretary (departed 2024-03-25)
- Philip Harrison — President (departed 2024-03-18)
- John Rutherford — Treasurer (departed 2025-09-09)
- Patricia Walbridge — Secretary (departed 2024-09-10)
- Anthony Thomson — Treasurer (departed 2020-09-11)
- Peter Hatfield — President (departed 2018-09-17)
- Gavin Mickell — Treasurer (departed 2015-09-18)
- Karen Palmer — President (departed 2013-09-20)
- Jill Waddington — President (departed 2008-09-19)
- Shona Spencer — Treasurer (departed 2011-01-31)
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EducationTrust
U3A Wellington City Incorporated
CC29331Wellington, WellingtonRegistered 30 Jun 2008
Data updated: Today
Financials9mo agoRating9h ago
Financial data as at June 2025. Sourced from Charities Services register.
NR
Not rated — Volunteer / community organisation
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →Revenue
$92.1K
Expenses
$71.3K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Mission
3.1 The purposes of the Society are – 3.1.1 To provide opportunities for older adults who are not in full-time employment to be engaged in further education, both as students and as tutors, free from the pressures of more formal education systems; 3.1.2 To conduct or provide lectures, courses, seminars and other means of education or study without any requirement for or award of qualifications; 3.1.3 To carry out such other activities as may promote membership of the Society and encourage friendship among members; 3.1.4 To do any other things which may help to achieve any of the above purposes.
Key Statistics
Annual Revenue
$92.1K
Total Expenses
$71.3K
Net Assets
-
Volunteers
1
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
21.5mo
Could operate 21.5 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
33
Score /100
Concentrated
HHI: 6,691
High Concentration: 81% of revenue from Trading / Services
Trading / Services80.8%
Other11.5%
Investment Income4.1%
Donations3.6%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 351 peers · Education · Under $100K
Rating Score
0
Revenue
$92K
Reserve Months
0.0
Surplus
$21K
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.
Rating History
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC29331
Entity TypeTrust
Registered30 Jun 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: 23 April 2026.
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