Surf Life Saving Northern Region Incorporated — Social Services Charity in Auckland
Surf Life Saving Northern Region Incorporated is a Incorporated Society charity in the Social Services sector, based in Auckland, Auckland. CharityData rates this charity C (60/100). Annual revenue: $0.1M NZD. 2 red flags detected. Financial data as at June 2025.
Mission: Northern Region is the largest of the Surf Life Saving regions in New Zealand covering Auckland to the Far North, and as far south as Raglan. Our Mission is preventing beach related death and injury on our coastlines.
- Registration Number
- CC21256
- Charity Type
- Incorporated Society
- Registration Date
- 2008-02-18
- Status
- Active
- CharityData Rating
- C (60/100)
- Sector
- Social Services
- Location
- Auckland, Auckland
- zac.franich@surflifesaving.org.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Religious groups, Voluntary bodies other than charities, Other - All
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $1.8M NZD
- Net Assets
- $1.3M NZD
- Reserve Months
- 257.6 months of operating expenses
- Staff Count
- 18
- Volunteers
- 28
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $1.3M |
| 2024 | $1.1M | $0.5M | $0.2M |
| 2023 | $11.3M | $0.5M | $8.5M |
| 2022 | $3.7M | $0.0M | $1.3M |
| 2021 | $0.5M | $4.1M | $1.5M |
| 2020 | $1.9M | $0.0M | $1.0M |
| 2019 | $2.2M | $0.0M | $1.2M |
| 2018 | $5.4M | $4.8M | $2.0M |
| 2017 | $4.8M | $3.9M | $3.2M |
| 2016 | $4.5M | $1.8M | $3.8M |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 60/100
- Financial Score
- 55.9
- Governance Score
- 75
- Transparency Score
- 85
Red Flags
- Holding 257.6 months of expenses in reserves ($1.3M) — above the 18-month threshold (more than 2× threshold). On its own, holding high reserves cannot take a CharityData grade below C, so this grade was held at that level
- Annual return discloses a related-party loan totalling $158,272 on non-arm's-length terms (latest FY 2022-06-30) — may warrant trustee review.
Board Members and Officers
Current Officers (10)
| Name | Role | Appointed |
|---|---|---|
| Zachary Alan FRANICH General Manager | Slsnr Slt | - |
| James Robert LEA LS & Operations Manager | Slsnr Slt | - |
| Kenneth Beng Khoon LIM Finance Manager | Slsnr Slt | - |
| Evan Fitzpatrick | Finance Manager | 2026-03-24 |
| Donna Maxwell | Trustee | 2025-05-15 |
| Kelvyn Eglinton | Trustee | 2024-06-20 |
| Stephen Fisher | CEO | 2023-10-01 |
| Michael Barker | Chair | 2023-10-01 |
| James LEA | Ls & Operations Manager (slsnr Slt) | 2023-10-01 |
| Zachary FRANICH | General Manager (slsnr Slt) | 2023-10-01 |
Former Officers (32)
- Vanessa Winning — Trustee (departed 2025-05-15)
- Paul Carlyon — Board Chair (departed 2024-06-20)
- Kenneth LIM — Finance Manager (slsnr Slt) (departed 2026-03-24)
- Joanne Hobson — Board Director (departed 2023-09-30)
- Stephan Deschamps — Board Director (departed 2023-09-30)
- Chris Glackin — Board Director (departed 2020-12-18)
- Hillary Wyllie — Board Director (departed 2020-09-24)
- Anthony Drake — Board Director (departed 2023-09-30)
- John Chapman — Board Director (departed 2019-09-26)
- Robert Ferguson — Board Director (departed 2019-09-26)
- Denise Bovaird — Chair (departed 2023-09-30)
- David Comp — Board Director (departed 2020-09-24)
- Michael Lawrence — Board Director (departed 2016-09-29)
- Ian Godfrey — Chair (departed 2018-09-27)
- Matthew Williams — CEO (departed 2023-09-30)
- Kenny Halliday — CEO (departed 2015-09-28)
- David Traill — Board Director (departed 2016-09-28)
- Robert Fergusson — Director (departed 2015-10-22)
- Malcolm Beattie — Board Director (departed 2016-09-28)
- Pamela Elgar — CEO (departed 2014-11-14)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Key Management Personnel (aggregate) | Key Management Personnel | $246,410 | 2025 |
| Key Management Personnel (aggregate) | Key Management Personnel | $246,410 | - |
| Key Management Personnel (aggregate) | Key Management Personnel | $246,410 | 2023 |
| Denise Bovaird | Chairperson | - | 2023 |
| Denise Bovaird | Chairperson | - | 2022 |
| Joanne Hobson | Trustee | - | 2023 |
| Anthony Drake | Trustee | - | 2023 |
| Stephan Deschamps | Trustee | - | 2023 |
| Matthew Williams | CEO | - | 2023 |
| Stephan Deschamps | Board Member | - | 2022 |
| Joanne Hobson | Board Member | - | 2022 |
| Anthony Drake | Board Member | - | 2022 |
| Matthew Williams | Chief Executive Officer | - | 2022 |
Funding Sources
- Foundation North — $400,000
- Grassroots Trust Limited — $228,686.47
- Grassroots Trust Limited — $214,224.42
- Foundation North — $172,000
- Grassroots Trust Limited — $91,355.57
- Grassroots Trust Limited — $64,902.97
- We Care Community Trust — $59,328.8
- Akarana Community Trust — $56,005
- Dragon Community Trust — $50,487.01
- Milestone Foundation Limited — $49,256.42
- Four Winds Foundation Limited — $45,500
- Four Winds Foundation Limited — $36,000
- New Zealand Community Trust — $25,000
- New Zealand Community Trust — $25,000
- Trillian Trust — $25,000
- Four Winds Foundation Limited — $22,140
- Pub Charity Limited — $21,276.75
- TAB New Zealand — $20,000
- New Zealand Community Trust — $20,000
- Akarana Community Trust — $17,304
- Trillian Trust Limited — $15,401.29
- TAB New Zealand — $13,000
- The North and South Trust Limited — $10,881
- Milestone Foundation — $10,768
- Pelorus Trust — $10,324.49
- Trillian Trust — $9,353.87
- Oxford Sports Trust — $8,920.6
- The North and South Trust Limited — $8,000
- The North and South Trust Limited — $5,644
- Youthtown Incorporated — $5,000
- Aotearoa Gaming Foundation — $4,782
- Four Winds Foundation Limited — $2,900
- Tab New Zealand — $1,513.75
Major Funders and Contracts (FY2022)
As disclosed in Surf Life Saving Northern Region Incorporated's annual report.
- Auckland Marine Rescue Centre Trust (AMRC Trust) — Building lease and occupancy
Service Providers
- BDO
- ASB Bank Limited
- ASB Bank Limited
- Bell Gully
- Bell Gully
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Surf Life Saving Northern Region Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
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.
- Reserves high for operating sizeReserves cover ~183 months of expenses on $124K revenue — very high for an operating charity this size
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.
$124.2K
$82.4K
$1.8M
18
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
Northern Region is the largest of the Surf Life Saving regions in New Zealand covering Auckland to the Far North, and as far south as Raglan. Our Mission is preventing beach related death and injury on our coastlines.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
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 157 peers · Social Services · $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
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FY2025Contact Details
Registration
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Sector & Activities
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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