U3A Whanganui Incorporated — Education Charity in Whanganui

U3A Whanganui Incorporated is a Incorporated Society charity in the Education sector, based in Whanganui, Whanganui. Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: Within the greater Whanganui District to provide and promote opportunities for people in the third age, an age of active and creative leisure, to further their learning in subjects of interest to them. There are no entry qualifications and no certificates of achievement will be issued. Within the greater Whanganui District to encourage membership of the society and to promote learning among members.

Registration Number
CC33810
Charity Type
Incorporated Society
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Whanganui, Whanganui
Email
u3awhanganui.secretary@gmail.com
Data as at
December 2025

Beneficiaries: Older people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M$0.0M
2021$0.0M$0.0M$0.0M
2020$0.0M$0.0M$0.0M
2019$0.0M$0.0M$0.0M
2018$0.0M$0.0M$0.0M
2017$0.0M$0.0M$0.0M
2016$0.0M$0.0M$0.0M

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Maartje MortonSecretary2026-07-01
Russell BellChair2026-04-28
Denise LocketMember2026-04-28
Edna DickisonMember2026-04-28
Hilary HazelTreasurer2026-04-28
Harmony MayCommittee Member2025-04-04

Former Officers (44)

  • Marianne Schumacher — Secretary (departed 2026-05-11)
  • Diane Hood — Committee Member (departed 2025-08-04)
  • Jo-Anne Griffith — Secretary (departed 2025-04-04)
  • Alison Sutherland — Webmaster (departed 2026-04-24)
  • Joan Rosier-jones — President/chair (departed 2025-04-04)
  • Jeanette Maskery — Group Convenor Liaison Officer (departed 2025-04-04)
  • Jennifer Spencer — President (departed 2026-04-24)
  • Maxwell Warburton — President (departed 2024-07-31)
  • Jean McDavitt — President (departed 2023-08-11)
  • Angela Stratton — Promotions and Publicity (departed 2026-04-24)
  • Trixie Turner — Treasurer (departed 2026-04-24)
  • Vicki Milliken — Group Liason (departed 2023-08-11)
  • Louise Sligo — Secretary (departed 2024-03-01)
  • Lynda Knofflock — Committee Member (departed 2022-02-21)
  • Anne McPhail — Secretary (departed 2022-05-27)
  • Gae Chalk — Committee Member (departed 2021-04-09)
  • Michael Sigley — Committee Member (departed 2022-05-27)
  • Sandra Singleton — Vice President, Events Coordinator (departed 2020-05-13)
  • Terrance Dowdeswell — Promotions and Publicity (departed 2023-05-26)
  • Rosemary Higgie — Immediate Past President (departed 2024-04-19)

Similar Charities in Education

EducationIncorporated Society

U3A Whanganui Incorporated

CC33810Whanganui, WhanganuiRegistered 30 Jun 2008
Data updated: Today
Financials9mo agoRatingyesterday

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →
Revenue

$4.7K

Expenses

$2.8K

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

About

Mission

Within the greater Whanganui District to provide and promote opportunities for people in the third age, an age of active and creative leisure, to further their learning in subjects of interest to them. There are no entry qualifications and no certificates of achievement will be issued. Within the greater Whanganui District to encourage membership of the society and to promote learning among members.

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$4.7K
Total Expenses
$2.8K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
77mo
Could operate 77 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

41
Score /100
Concentrated
HHI: 5,911
Trading / Services74.4%
Other17.7%
Investment Income7.9%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
0
#43/290
Revenue
$5K
#225/290
Reserve Months
0.0
#1/290
Surplus
$2K
#123/290
Staff Cost %
0%
#1/290

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2019
Clean
2 years of audit history

Contact Details

Address
Whanganui, Whanganui

Registration

Registration NumberCC33810
Entity TypeIncorporated Society
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated2 Feb 2004
Registered office
12 Porritt Street, Whanganui New Zealand, Whanganui, 4500

Sector & Activities

Primary Sector
Education
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: 2 October 2026.