Sunset Beach Surf Lifesaving Charitable Trust Incorporated — Sports & Recreation Charity in Port Waikato
Sunset Beach Surf Lifesaving Charitable Trust Incorporated is a Charitable Trust charity in the Sports & Recreation sector, based in Port Waikato, Port Waikato. Annual revenue: $0.4M NZD. Financial data as at June 2026.
Mission: The Trusts purpose is to hold the assets of the Sunset Beach Lifeguard Service.
- Registration Number
- CC25258
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-03
- Status
- Active
- Sector
- Sports & Recreation
- Location
- Port Waikato, Port Waikato
- president@sunsetbeach.org.nz
- Data as at
- June 2026
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.6M NZD
- Total Assets
- $3.1M NZD
- Net Assets
- $3.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2026-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.4M | $0.6M | $3.1M |
| 2025 | $0.5M | $0.4M | $-0.1M |
| 2024 | $0.9M | $0.7M | $3.2M |
| 2023 | $0.1M | $0.1M | $3.0M |
| 2022 | $0.3M | $0.0M | $3.1M |
| 2021 | $0.9M | $0.0M | $2.9M |
| 2020 | $1.3M | $0.0M | $2.9M |
| 2019 | $0.1M | $0.0M | $1.6M |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | $1.5M |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Julie Roulston | Trustee | 2025-08-24 |
| John Reelick | Trustee | 2021-12-12 |
| Terry Wyllie | Trustee | 2021-09-12 |
| Monique Middleton | Trustee | 2020-09-13 |
| Tania Maera | Trustee | 2020-09-13 |
| Malcolm Beattie | Trustee | 2006-04-16 |
| James Taylor | Trustee | 2006-04-16 |
Former Officers (3)
- Susan Pirret — Trustee (departed 2025-08-24)
- Patrick Flynn — Trustee (departed 2021-09-12)
- Carolyn Duncan — Trustee (departed 2021-09-12)
Funding Sources
- Grassroots Trust Limited — $20,000
Similar Charities in Sports & Recreation
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- Eastland Sports Foundation Education Trust Board of Trustees — Sports & Recreation
- Orewa Surf Life Saving Club Incorporated — Sports & Recreation
- Warkworth Golf Club Incorporated — Sports & Recreation
- Northland Events Centre (2021) Trust — Sports & Recreation
Sunset Beach Surf Lifesaving Charitable Trust Incorporated
Financial data as at June 2026. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than 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 $2M Tier 2 boundary where audited accounts become mandatory. 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, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →Reasons to look carefully (3)
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 registerNo chair or presiding role is recorded in the register for this board of 7. 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.
- Reserves high for operating sizeReserves cover ~66 months of expenses on $410K revenue — very high for an operating charity this size
- Government-funding concentration91% of latest-year revenue came from government grants — single-stream dependency
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.
$410.2K
$565.7K
$3.1M
1
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
The Trusts purpose is to hold the assets of the Sunset Beach Lifeguard Service.
Who We Serve
Key Statistics
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
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 160 peers · Sports & Recreation · $100K – $1M
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
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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: 1 October 2026.
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