Wanaka Yacht Club Incorporated — Health Charity in Wanaka

Wanaka Yacht Club Incorporated is a Trust charity in the Health sector, based in Wanaka, Wanaka. Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at May 2025.

Mission: To encourage participation by persons of all ages in both recreational and racing sailing; To promote the health and well-being benefits of participating in sailing; To instruct of persons of all ages in the practices of sailing including safe sailing and water safety in general; generate appreciation and provide education about the fresh water lakes environment

Registration Number
CC54938
Charity Type
Trust
Registration Date
2017-11-06
Status
Active
Sector
Health
Location
Wanaka, Wanaka
Email
sail@wanakayachtclub.co.nz
Data as at
May 2025

Beneficiaries: Children / young people, General public

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.3M NZD
Net Assets
$0.3M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
4
Volunteers
0
Financial Year End
2025-05-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.3M
2024$0.2M$0.2M$0.3M
2023$0.1M$0.1M$0.3M
2022$0.1M$0.1M$0.3M
2021$0.1M$0.1M$0.3M
2020$0.1M$0.1M$0.3M
2019$0.1M$0.1M$0.3M
2018$0.1M$0.1M$0.2M

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Kristen ClarkeSecretary2024-06-01
Mathew DavidsonVice Commodore2024-06-01
Jo MillisCommittee Member2022-11-06
Randal DobbsCommittee Member2022-06-01
Kane DuncanCommittee Member2022-06-01
Ian NealeTreasurer2021-08-03
Malcolm McKenzieCommittee Member2020-08-15
Belinda WestCommittee Member2020-08-03
Graham BerryCommodore2012-07-26

Former Officers (14)

  • Craig Fahey — Vice Commodore (departed 2024-05-31)
  • Gregory West — Vice Commodore (departed 2022-05-31)
  • Mike Henderson — Committee Member (departed 2023-06-01)
  • Matthew Colebrook — Committee Member (departed 2023-06-01)
  • Nicola Rhind — Committee Member (departed 2021-08-03)
  • Guy Alty — Committee Member (departed 2021-08-03)
  • Benjamin Acland — Committee Member (departed 2022-05-31)
  • Nicholas Elliot — Committee Member (departed 2020-08-15)
  • Barry McKay — Committee Member (departed 2018-08-31)
  • John Dale — Committee Member (departed 2017-08-31)
  • Quentin Smith — Committee Member (departed 2019-07-23)
  • Jeffery Mercer — Commodore (departed 2019-07-23)
  • Stephen Dickey — Committee Member (departed 2022-05-31)
  • Matthew Davidson — Treasurer (departed 2022-05-31)

Funding Sources

  • The Lion Foundation — $18,000
  • Grassroots Trust Central Limited — $9,088.45

Similar Charities in Health

HealthTrust

Wanaka Yacht Club Incorporated

CC54938Wanaka, WanakaRegistered 6 Nov 2017
Data updated: 4 days ago
Financials31 May 2025Rating2d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →

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 register
    No chair or presiding role is recorded in the register for this board of 9. 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.

Revenue

$97.7K

Expenses

$87.2K

Assets

$275.8K

Staff

4

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

1 red flag identified- Review the Rating tab for details

About

Mission

To encourage participation by persons of all ages in both recreational and racing sailing; To promote the health and well-being benefits of participating in sailing; To instruct of persons of all ages in the practices of sailing including safe sailing and water safety in general; generate appreciation and provide education about the fresh water lakes environment

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$97.7K
Total Expenses
$87.2K
Net Assets
$263.9K
Staff
4
employees
Volunteers
0

Financial Trends

Financial Trends (8 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
20.9mo
Could operate 20.9 months with zero revenue
Healthy
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

62
Score /100
Moderate
HHI: 3,761
Other53.1%
Trading / Services26.1%
Donations15.1%
Investment Income5.7%

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

Peer Comparison

Ranked against 265 peers · Health · Under $100K

Rating Score
0
#55/266
Revenue
$98K
#2/266
Reserve Months
0.0
#1/266
Surplus
$11K
#48/266
Staff Cost %
8%
#266/266

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wanaka, Wanaka

Registration

Registration NumberCC54938
Entity TypeTrust
Registered6 Nov 2017
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated6 May 1957
Registered office
Lakeside Road, Wanaka, 9305

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.