The Headwaters Limited — Education Charity in Glenorchy
The Headwaters Limited is a Trust charity in the Education sector, based in Glenorchy, Glenorchy. This organisation also provides funding to other charities. CharityData rates this charity A- (86.5/100). Annual revenue: $7.9M NZD. Financial data as at March 2025.
Mission: supporting programmes which have as their object: • the wellness, economic well-being and resilience of small communities; • training and education regarding the practice and benefits of stewardship of the environment; • the advancement of education or job training for roles in regenerative building; • support for organisations to pursue “triple bottom line” principles; • promotion of the public's appreciation for creativity with a special emphasis on the town of Glenorchy and the Otago region.
- Registration Number
- CC61688
- Charity Type
- Trust
- Registration Date
- 2023-09-19
- Status
- Active
- CharityData Rating
- A- (86.5/100)
- Sector
- Education
- Location
- Glenorchy, Glenorchy
- Website
- www.theheadwaters.co.nz
- kylie@theheadwaters.co.nz
- Funder Status
- Grant-making charity (company)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $7.9M NZD
- Total Expenses
- $7.9M NZD
- Total Assets
- $36.2M NZD
- Net Assets
- $23.2M NZD
- Reserve Months
- 1.1 months of operating expenses
- Staff Count
- 46
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $7.9M | $7.9M | $23.2M |
| 2024 | $7.8M | $7.8M | $23.2M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 86.5/100
- Financial Score
- 100
- Governance Score
- 55
- Transparency Score
- 85
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Andrew Spencer | Director | 2020-11-20 |
| Deborah Brainerd | Director | 2014-04-09 |
Former Officers (1)
- Katherine Schuitemaker — Director (departed 2024-03-31)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Key Management Personnel (aggregate) | Senior Management/Employees | $575,614 | - |
| Key Management Personnel (aggregate) | Senior Management/Employees | $575,614 | 2025 |
| Directors (aggregate) | Director | $26,667 | - |
| Directors (aggregate) | Director | $26,667 | 2025 |
Service Providers
- BDO
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
The Headwaters Limited
Financial data as at March 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.
- Small board structure2 current officers listed on the register — best-practice boards have 5+ members with separation of duties
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.
$7.9M
$7.9M
$36.2M
46
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
supporting programmes which have as their object: • the wellness, economic well-being and resilience of small communities; • training and education regarding the practice and benefits of stewardship of the environment; • the advancement of education or job training for roles in regenerative building; • support for organisations to pursue “triple bottom line” principles; • promotion of the public's appreciation for creativity with a special emphasis on the town of Glenorchy and the Otago region.
Key Statistics
Financial Trends
Financial Trends (2 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 37 peers · Education · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
A-Is this your charity?
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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: 30 September 2026.
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