Financial Health Dashboard

Reserves, revenue diversity, and efficiency indicators for NZ charities

About this dashboard: Financial health scores are computed using a weighted composite of reserves adequacy, revenue diversification (HHI), operating surplus margin, fundraising efficiency, program delivery ratio, and government funding dependency. Scores are indicative and based on the most recent annual return data available. A lower score does not necessarily indicate poor management -- it may reflect the charity's operating model, stage of development, or sector norms.

Charities Analyzed

730

Median Reserves

7.4

months

Avg Revenue HHI

7,723

Concentrated

Avg Surplus Margin

-296.3%

Median Staff Cost

52.7%

of expenses

Govt-Dependent

>50% govt funded

Health Score Distribution

Based on weighted composite of reserves, revenue diversity, surplus, and efficiency metrics.

Reserves Distribution (Months of Expenses)

Cash reserves divided by monthly operating expenses. Only charities with reported cash reserves are included.

Sector Averages

Charities Showing Indicators That May Suggest Financial Stress(41)

Filters:

Showing 50 of 730 charities

Charity	Sector	Revenue	Reserves	HHI	Surplus %	Govt %	Score
Koukourarata Development Company Limited	Community Development	$1.2M	100.5 mo	4,856	21.9%	0%	B (82)
The Kennington Public Hall Association Incorporated	Arts & Culture	$9K	19.8 mo	4,268	7.5%	0%	B (82)
Whakaki Marae Committee	Community Development	$99K	31.8 mo	4,590	65.2%	0%	B (82)
Alexandra & Districts Pipe Band Incorporated	Arts & Culture	$11K	60.6 mo	4,504	34.9%	0%	B (82)
The Coronation Literary Institute	Social Services	$8K	96.3 mo	4,718	44.8%	0%	B (82)
Fire Protection Association (New Zealand) Incorporated	Education	$1.2M	7.8 mo	4,925	12.4%	0%	B (82)
True Jesus Church of New Zealand Trust Board	Religion	$540K	71.8 mo	4,672	39%	0%	B (82)
Ngai Tūmapūhia-ā-Rangi ki Mōtū wairaka Incorporated	Arts & Culture	$49K	237.1 mo	4,737	19.5%	0%	B (82)
Fiordland Community Swimming Pool Association Incorporated	Arts & Culture	$88K	31.3 mo	2,554	5.1%	0%	B (82)
Bay View Volunteer Fire Brigade	Social Services	$53K	138.5 mo	3,723	51.7%	0%	B (82)
The Taranaki Rescue Helicopter Trust Board	Environment	$1.2M	20 mo	4,039	13.4%	0%	B (82)
Hebron Christian Fellowship Trust Board	Religion	$195K	12.1 mo	4,139	6.4%	0%	B (82)
The Stewart Island Community Centre Trust	Arts & Culture	$107K	22.8 mo	3,056	32%	0%	B (82)
St Therese's Three Kings Ecclesiastical Goods Trust	Religion	$185K	56.3 mo	4,605	29.3%	0%	B (82)
The New Zealand Organ Preservation Trust Incorporated	Arts & Culture	$4K	4522.2 mo	4,253	94.8%	0%	B (82)
Geoscience Society of NZ Incorporated	Education	$144K	21.6 mo	3,290	48.8%	0%	B (82)
Whakatane Astronomical Society Incorporated	Education	$8K	12.4 mo	4,771	10.9%	0%	B (82)
Navy League of New Zealand Wellington Branch Incorporated	Environment	$4K	282.3 mo	3,984	57.4%	0%	B (82)
Gisborne Toy Library Incorporated	Education	$42K	13.1 mo	4,582	17.2%	0%	B (82)
New Zealand Riding For The Disabled Association Incorporated	Education	$1.3M	7.7 mo	3,850	12.6%	0%	B (82)
Waikato Rural Support Trust	Health	$630K	7.8 mo	4,806	27.5%	0%	B (82)
Havelock North Volunteer Fire Brigade Incorporated	Social Services	$57K	38.3 mo	3,566	20.3%	0%	B (82)
Moutere Hills Community Centre Incorporated	Health	$393K	7.3 mo	4,680	6%	0%	B (82)
West Coast Rural Support Trust	Social Services	$83K	1676.8 mo	4,381	49%	0%	B (82)
Radio Lollipop (New Zealand) Limited	Health	$256K	22.6 mo	4,128	43%	0%	B (82)
Raglan & District Museum Society Incorporated	Arts & Culture	$66K	21.5 mo	4,783	17.2%	0%	B (82)
One Tree Hill College Art Trust	Education	$347K	220642.9 mo	4,719	100%	0%	B (82)
St Bathans Area Community Association Incorporated	Community Development	$19K	11.1 mo	4,283	48%	0%	B (82)
The Otara Community Charitable Trust	Community Development	$9K	106.4 mo	3,832	16.7%	0%	B (82)
St Philip's Church, Grant's Braes	Religion	$62K	18.4 mo	4,716	7.4%	0%	B (82)
Khandallah Presbyterian Church	Religion	$403K	7.4 mo	3,408	30.4%	0%	B (82)
Makarau Hall Society Incorporated	Arts & Culture	$15K	19.6 mo	3,702	44.3%	0%	B (82)
The 5WWCT Regimental Association Incorporated	Religion	$3K	67.2 mo	3,940	10.9%	0%	B (82)
South African Charity Trust NZ	Social Services	$4K	57.4 mo	4,663	38.9%	0%	B (82)
Rangitāne o Tamaki nui-ā-Rua Charitable Trust	Community Development	$1.5M	18.6 mo	3,990	45.9%	0%	B (82)
Otamahua/Quail Island Ecological Restoration Trust	Education	$39K	27.8 mo	4,151	1.3%	0%	B (77)
Picton Quilters Incorporated	Community Development	$8K	13.6 mo	3,850	4%	0%	B (77)
Kamo Volunteer Fire Brigade	Education	$47K	22.2 mo	4,179	2.8%	0%	B (77)
Lawrence Waitahuna Presbyterian Church	Religion	$174K	12.5 mo	3,411	0.5%	0%	B (77)
Mahurangi West Pest Incorporated	Education	$41K	6.3 mo	4,603	2.6%	0%	B (77)
Auckland Medical Research Foundation	Health	$15.2M	9.3 mo	5,586	59.7%	0%	B (76)
Waihikurangi Charitable Trust	Education	$5.2M	13 mo	5,448	26.6%	0%	B (76)
The New Apostolic Church (New Zealand) Limited	Religion	$3.4M	43.2 mo	7,128	84%	0%	B (76)
Waihao Downs PTA	Education	$60K	12.2 mo	6,733	22.2%	0%	B (76)
Ohounuku Reserve Trust	Other	$47K	21.4 mo	5,300	6.1%	0%	B (76)
Parkvale School Parent Teacher Association	Education	$18K	15.5 mo	6,333	25.4%	0%	B (76)
Basketball Auckland Incorporated	Arts & Culture	$19K	653.7 mo	6,363	81.9%	0%	B (76)
Te Potiki National Trust Limited	Community Development	$195K	20.1 mo	5,675	46%	0%	B (76)
Greerton Bible Church	Religion	$462K	17.5 mo	6,943	28.4%	0%	B (76)
The Pauanui Ratepayers and Residents Association Incorporated	Environment	$24K	19.6 mo	7,330	6%	0%	B (76)

Methodology

Financial data sourced from the New Zealand Charities Register annual returns. Health scores are computed indicators and may not reflect the full financial picture. View data sources & methodology

Data sourced from Charities Services register and annual returns. Our datasets may not be complete. Automated analysis can produce errors. 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.