YMCA Southland Limited — Education Charity in Invercargill
YMCA Southland Limited is a Trust charity in the Education sector, based in Invercargill, Invercargill. CharityData rates this charity D+ (50/100). Annual revenue: $1.8M NZD. Financial data as at December 2024.
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
- CharityData Rating
- D+ (50/100)
- Sector
- Education
- Location
- Invercargill, Invercargill
- Website
- https://ysouthland.org.nz/
- peter.thompson@ymcasouth.org.nz
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $1.8M NZD
- Total Expenses
- $2.0M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.4M NZD
- Reserve Months
- 2.4 months of operating expenses
- Staff Count
- 28
- Volunteers
- 0
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 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 |
| 2016 | $0.7M | $0.8M | $-0.1M |
CharityData Rating
- Overall Grade
- D+
- Overall Score
- 50/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
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
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EducationTrust
YMCA Southland Limited
CC40741Invercargill, InvercargillRegistered 30 Jun 2008
Data updated: 6 days ago
Financials31 Dec 2024Rating9h ago
Financial data as at December 2024. Sourced from Charities Services register.
D+
50/100
Financial
50
Governance
50
Transparency
50
Revenue
$1.8M
Expenses
$2.0M
Assets
$258.5K
Staff
28
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of D+is 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.
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.
Key Statistics
Annual Revenue
$1.8M
Total Expenses
$2.0M
Net Assets
$392.4K
Staff
28
employees
Volunteers
0
Financial Trends
Financial Trends (17 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
36
Score /100
Concentrated
HHI: 6,362
Other76.6%
Trading / Services22.2%
Donations1.2%
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 29 peers · Education · $1M – $10M
Rating Score
50
Revenue
$1.8M
Reserve Months
2.4
Surplus
$-109K
Staff Cost %
67%
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 NumberCC40741
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: 21 April 2026.
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