YMCA Southland Limited — Education Charity in Invercargill

YMCA Southland Limited is a Trust charity in the Education sector, based in Invercargill, Invercargill. Annual revenue: $2.0M NZD. Financial data as at December 2025.

Mission: Provision of health and recreation services, out of school care for children, youth leadership services. education and social services promoting conservation, community development and promotion of volunteering. These services are provided to all sectors of community including people with disabilities and the aged.

Registration Number
CC40741
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Invercargill, Invercargill
Website
https://ysouthland.org.nz/
Email
peter.thompson@ymcasouth.org.nz
Data as at
December 2025

Beneficiaries: Children / young people, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$2.0M NZD
Total Expenses
$1.8M NZD
Total Assets
$0.3M NZD
Net Assets
$-0.5M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
25
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$2.0M$1.8M$-0.5M
2024$1.8M$2.0M$0.4M
2023$1.5M$1.9M$-0.5M
2022$1.7M$1.9M$-0.1M
2021$2.1M$2.1M$0.1M
2020$0.9M$0.9M$-0.2M
2020$1.0M$1.0M$-0.2M
2019$0.9M$0.9M$-0.2M
2018$0.8M$0.8M$-0.2M
2017$0.8M$0.9M$-0.2M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (29)

  • Southland YMCA recreation Limited — Director (departed 2016-09-23)
  • Helen Robinson — Director
  • Brett Coradine — Director
  • Kylie McNeilly — Director
  • Charlotte Melvin — Trustee (departed 2024-11-06)
  • Nickolai Hamlin — Director
  • Megan Clark — Director
  • Kari Graber — Director
  • Nicholas Evans — Director (departed 2023-06-15)
  • Bryony Clarke — Director (departed 2023-05-02)
  • Nathan Burdon — Director (departed 2022-08-24)
  • James Harvey — Director (departed 2022-06-13)
  • Leisa Heffernan — Director (departed 2020-08-04)
  • Melissa Hinga — Director (departed 2019-05-06)
  • Patrick Edwards — Director (departed 2019-05-10)
  • Michael Sheppard — Director (departed 2016-05-25)
  • Jason Te Huia — Director (departed 2015-11-09)
  • Andrew Fraser — Individual (departed 2012-08-06)
  • Bridget-Mary McGown — Director (departed 2026-02-18)
  • Stephen O'Connor — Individual (departed 2016-05-25)

Funding Sources

  • Aotearoa Gaming Foundation — $15,000

Similar Charities in Education

YMCA Southland Limited logo
EducationTrust

YMCA Southland Limited

CC40741Invercargill, InvercargillRegistered 30 Jun 2008
Data updated: 4 days ago
Financials9mo agoRating2d ago

Financial data as at December 2025. Sourced from Charities Services register.

NR
Not rated — Structural balance-sheet — standard template does not apply

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 →

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 6. 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

$314.1K

Staff

25

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

About

Mission

Provision of health and recreation services, out of school care for children, youth leadership services. education and social services promoting conservation, community development and promotion of volunteering. These services are provided to all sectors of community including people with disabilities and the aged.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$2.0M
Total Expenses
$1.8M
Net Assets
$-465.5K
Staff
25
employees

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
0.8mo
Could operate 0.8 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

59
Score /100
Concentrated
HHI: 4,111
Other55.8%
Trading / Services26.6%
Government Grants17.0%
Donations0.6%
Investment Income0.0%

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

Peer Comparison

Ranked against 37 peers · Education · $1M – $10M

Rating Score
0
#24/38
Revenue
$2.0M
#24/38
Reserve Months
0.0
#1/38
Surplus
$159K
#16/38
Staff Cost %
61%
#38/38

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
F
2024
Score: 15.0
Financial: 5 | Governance: 65 | Transparency: 65

Rating

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

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Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC40741
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated15 Nov 1994
Company #648596
Registered office
77 Tay Street, Invercargill

Sector & Activities

Primary Sector
Education
Activities
Provides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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: 28 September 2026.