The South Waikato Achievement Trust — Social Services Charity in Tokoroa
The South Waikato Achievement Trust is a Trust charity in the Social Services sector, based in Tokoroa, Tokoroa. CharityData rates this charity D+ (54.5/100). Annual revenue: $7.8M NZD. Financial data as at June 2025.
Mission: Supporting people with disabilities and disadvantaged
- Registration Number
- CC24182
- Charity Type
- Trust
- Registration Date
- 2008-05-09
- Status
- Active
- CharityData Rating
- D+ (54.5/100)
- Sector
- Social Services
- Location
- Tokoroa, Tokoroa
- ceo@swac.co.nz
- Data as at
- June 2025
Beneficiaries: People with disabilities
Financial Summary
- Total Revenue
- $7.8M NZD
- Total Expenses
- $8.3M NZD
- Total Assets
- $5.4M NZD
- Net Assets
- $0.6M NZD
- Reserve Months
- 0.3 months of operating expenses
- Staff Count
- 117
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $7.8M | $8.3M | $0.6M |
| 2024 | $7.3M | $7.6M | $1.1M |
| 2023 | $6.5M | $7.2M | $1.4M |
| 2022 | $6.4M | $6.1M | $1.9M |
| 2021 | $6.1M | $5.4M | $1.8M |
| 2020 | $6.1M | $5.5M | $1.1M |
| 2019 | $5.0M | $5.3M | $0.5M |
| 2018 | $4.6M | $4.7M | $0.9M |
| 2017 | $4.0M | $4.2M | $0.9M |
| 2016 | $3.9M | $3.8M | $1.1M |
CharityData Rating
- Overall Grade
- D+
- Overall Score
- 54.5/100
- Financial Score
- 50
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Raymond Adlam | Trustee | 2026-04-29 |
| Mary-Ann Mathis | Trustee | 2026-04-28 |
| Michael Thomas | Trustee | 2026-04-28 |
| Ivan Gray | Trustee | 2026-04-28 |
| Bruce Martin | Trustee | 2022-08-25 |
| Jenny Mariu | Trustee | 2020-08-26 |
Former Officers (20)
- Elaine Long — Trustee (departed 2026-03-16)
- Patricia Priscott — Trustee Member (departed 2023-01-09)
- Neil Sinclair — Trustee (departed 2022-08-24)
- David Waine — Trustee (departed 2024-08-28)
- Peter Treanor — Trustee (departed 2018-09-17)
- Jennifer Shattock — Trustee (departed 2018-03-27)
- Terry Ray — Individual (departed 2013-11-27)
- Warren Long — Trustee (departed 2025-02-01)
- Lindsey Robbins — Trustee (departed 2019-05-21)
- Royston Robbins — Trustee (departed 2016-06-29)
- Gerald Crosby — Trustee (departed 2014-09-24)
- Adrienne Lona Olsen — Trustee (departed 2008-12-05)
- Barbara Mary Erskine-Shaw — Trustee (departed 2009-09-29)
- Patrick Joseph Hanwon — Trustee (departed 2009-09-29)
- James Andrew Hassall — Trustee (departed 2024-03-07)
- David Foote — Trustee (departed 2026-05-05)
- Warren Dixon — Trustee (departed 2012-07-18)
- Joyce Ellis — Trustee (departed 2020-10-28)
- Andrew Phillip Kapa — Trustee (departed 2009-09-29)
- Sheena Tarawhati Gardiner-Smith — Trustee (departed 2012-04-02)
Funding Sources
- Pub Charity Limited — $82,447.51
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The South Waikato Achievement Trust
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.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 6. 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.
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.
$7.8M
$8.3M
$5.4M
117
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of D+ is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
About
Supporting people with disabilities and disadvantaged
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 55 peers · Social Services · $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
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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: 28 September 2026.
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