Wairoa Financial Literacy Service Incorporated — Education Charity in Wairoa
Wairoa Financial Literacy Service Incorporated is a Trust charity in the Education sector, based in Wairoa, Wairoa. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: Provision of a budgeting service within the area covered by the Wairoa District in its entirety but geographical limits of which may be varied from time to time by the Management Committee. The Service will: Help people manage, more effectively, their financial resources for the benefit of the family unit as a whole and for the family members individually. Provide long term management of finances where appropriate. Promote communications and liaison between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of financial capability. Recruit, select and train volunteers for budget advisory work. Engage in promotional and educational activities regarding household/family budgeting to foster public awareness of family budgeting as a means of managing a family' financial resources. Do all such lawful things as may be deemed incidental or conducive to the attainment of the forgoing objects or any of them.
- Registration Number
- CC25029
- Charity Type
- Trust
- Registration Date
- 2008-05-28
- Status
- Active
- Sector
- Education
- Location
- Wairoa, Wairoa
- Website
- https://www.wairoa-financial-literacy.co.nz
- wairoabas@xtra.co.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.2M | $0.2M |
| 2024 | $0.2M | $0.2M | $0.2M |
| 2023 | $0.3M | $0.2M | $0.2M |
| 2022 | $0.2M | $0.2M | $0.2M |
| 2021 | $0.2M | $0.2M | $0.1M |
| 2020 | $0.1M | $0.1M | - |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.1M | $0.1M | - |
| 2016 | $0.1M | $0.1M | $0.1M |
| 2015 | $0.1M | $0.1M | - |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
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Wairoa Financial Literacy Service Incorporated
CC25029Wairoa, WairoaRegistered 28 May 2008
Data updated: Today
Financials9mo agoRating9h ago
Financial data as at June 2025. Sourced from Charities Services register.
NR
Not rated — Summary-form filing — not enough detail to grade
Charities Services Tier 3/4 reporting allows smaller charities to file a summary annual-return form rather than separately 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 $1M threshold at which audited accounts are expected. 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.
How ratings work →Revenue
$137.3K
Expenses
$175.4K
Assets
$162.5K
Staff
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide
About
Mission
Provision of a budgeting service within the area covered by the Wairoa District in its entirety but geographical limits of which may be varied from time to time by the Management Committee. The Service will: Help people manage, more effectively, their financial resources for the benefit of the family unit as a whole and for the family members individually. Provide long term management of finances where appropriate. Promote communications and liaison between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of financial capability. Recruit, select and train volunteers for budget advisory work. Engage in promotional and educational activities regarding household/family budgeting to foster public awareness of family budgeting as a means of managing a family' financial resources. Do all such lawful things as may be deemed incidental or conducive to the attainment of the forgoing objects or any of them.
Key Statistics
Annual Revenue
$137.3K
Total Expenses
$175.4K
Net Assets
$160.0K
Staff
5
employees
Volunteers
0
Financial Trends
Financial Trends (16 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
0mo
Could operate 0 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
7
Score /100
Highly Concentrated
HHI: 9,319
High Concentration: 97% of revenue from Other
Other96.5%
Investment Income2.0%
Donations1.5%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 119 peers · Education · $100K – $1M
Rating Score
0
Revenue
$137K
Reserve Months
0.0
Surplus
$-38K
Staff Cost %
53%
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 NumberCC25029
Entity TypeTrust
Registered28 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: 23 April 2026.
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