Surf Life Saving Kariaotahi Incorporated — Health Charity in Auckland

Surf Life Saving Kariaotahi Incorporated is a Trust charity in the Health sector, based in Auckland, Auckland. CharityData rates this charity C (60/100). Annual revenue: $4.5M NZD. Financial data as at June 2025.

Mission: To lead in delivery of water safety in our local community. To be an organisation who through its values delivers it's vision to the community.

Registration Number
CC41763
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C (60/100)
Sector
Health
Location
Auckland, Auckland
Email
secretary@kariaotahi.org.nz
Data as at
June 2025

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

Financial Summary

Total Revenue
$4.5M NZD
Total Expenses
$0.1M NZD
Total Assets
$6.6M NZD
Net Assets
$6.1M NZD
Reserve Months
110.2 months of operating expenses
Volunteers
1
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$4.5M$0.1M$6.1M
2024$1.1M$0.1M$1.7M
2023$0.3M$0.1M$0.8M
2022$0.2M$0.1M$0.6M
2021$0.1M$0.1M$0.6M
2020$0.3M$0.1M$0.5M
2019$0.2M$0.2M$0.3M
2018$0.1M$0.2M$0.3M
2017$0.2M$0.1M$0.3M
2016$0.1M$0.1M$0.3M

CharityData Rating

Overall Grade
C
Overall Score
60/100
Financial Score
50
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Jim CoeOfficer2024-01-15

Former Officers (29)

  • Taylor Harvey — Head of Development
  • Dawn Newson-Adams — Secretary
  • Judith Coe — Head of Junior Surf
  • Philippa O'Mara — Head of Finance
  • Peta Martinovich — Secretary (departed 2025-09-28)
  • Chris Parker — Head of Sport
  • Ruth Wormald — Head of Junior Surf (departed 2024-01-15)
  • Tara Coe — Head of Lifesaving
  • Alex Taylor — Head of Development (departed 2025-09-28)
  • Shyloh Wyatt — Head of Finance (departed 2024-03-31)
  • Fiona Wormald — Head of Junior Surf (departed 2022-09-11)
  • Guy Hornblow — Head of Search and Rescue
  • Rick Schreuder — Head of Rescue Assets
  • Shannon Swann — Vice President
  • Murray Taylor — Head of Finance (departed 2020-09-06)
  • Raymon Newson — Head of Junior Surf (departed 2019-09-01)
  • Bradley Walters — President
  • Paul Jackson — Head of Finance (departed 2017-09-10)
  • Cherie Hainsworth-Powrie — Head of Finance (departed 2013-07-14)
  • Ben Coers — Head of Powercraft (departed 2015-07-12)

Funding Sources

  • Foundation North — $500,000
  • Grassroots Trust Limited — $300,000
  • Four Winds Foundation Limited — $254,124
  • Air Rescue Services Limited — $146,584
  • New Zealand Community Trust — $50,000
  • The North and South Trust Limited — $50,000
  • Milestone Foundation — $6,426
  • Dragon Community Trust — $1,919.7
  • Pelorus Trust — $1,643.48
  • Blue Sky Community Trust — $939.13
  • Pelorus Trust — $939.13
  • Trillian Trust Limited — $890

Similar Charities in Health

HealthTrust

Surf Life Saving Kariaotahi Incorporated

CC41763Auckland, AucklandRegistered 30 Jun 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating2d ago

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

C
60/100
Financial
50
Governance
75
Transparency
65
Revenue

$4.5M

Expenses

$111.8K

Assets

$6.6M

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

Funded By

Registered charities that have funded this organisation.

About

Mission

To lead in delivery of water safety in our local community. To be an organisation who through its values delivers it's vision to the community.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$4.5M
Total Expenses
$111.8K
Net Assets
$6.1M
Volunteers
1

Financial Trends

Financial Trends (17 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
110.2mo
Could operate 110.2 months with zero revenue
Over-capitalized
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

10
Score /100
Highly Concentrated
HHI: 9,034
High Concentration: 95% of revenue from Other
Other95.0%
Government Grants2.5%
Donations1.7%
Investment Income0.5%
Trading / Services0.3%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
60
#32/68
Revenue
$4.5M
#12/68
Reserve Months
110.2
#1/68
Surplus
$4.4M
#3/68
Staff Cost %
0%
#1/68

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

C
Score: 60/100
Financial
50
Governance
75
Transparency
65
Why this grade: Financial 50 × 40% + Governance 75 × 60% = 65 → 60 after red-flag penalties → C.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC41763
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated3 Mar 1972
Registered office
Kariaotahi Beach, End Of Kariaotahi Road, Waiuku, 2683

Sector & Activities

Primary Sector
Health
Activities
Other - Acts an Umbrella body

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.