Warkworth And District Museum Society Incorporated — Education Charity in Warkworth
Warkworth And District Museum Society Incorporated is a Trust charity in the Education sector, based in Warkworth, Warkworth. CharityData rates this charity C (63.3/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at March 2026.
Mission: Saving, protecting and displaying the history of the district. To conserve and preserve the history of Warkworth and the surrounding district in order to educate and inform local, national and international visitors.
- Registration Number
- CC24549
- Charity Type
- Trust
- Registration Date
- 2008-05-19
- Status
- Active
- CharityData Rating
- C (63.3/100)
- Sector
- Education
- Location
- Warkworth, Warkworth
- warkworthmuseum@xtra.co.nz
- Data as at
- March 2026
Beneficiaries: Children / young people, Family / whanau, General public, People with disabilities, Other - All
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $3.0M NZD
- Net Assets
- $3.0M NZD
- Reserve Months
- 14.9 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.2M | $0.2M | $3.0M |
| 2025 | $0.3M | $0.3M | $3.0M |
| 2024 | $0.2M | $0.1M | $2.9M |
| 2023 | $0.2M | $0.2M | $2.8M |
| 2022 | $0.1M | $0.1M | $2.8M |
| 2021 | $0.1M | $0.1M | $2.8M |
| 2020 | $0.2M | $0.2M | $2.8M |
| 2019 | $0.2M | $0.1M | $2.7M |
| 2018 | $0.1M | $0.1M | $0.2M |
| 2017 | $0.1M | $0.1M | - |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 63.3/100
- Financial Score
- 72.5
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (13)
| Name | Role | Appointed |
|---|---|---|
| Christine Sanderson | Committee Member | 2026-08-29 |
| Kate Dawson | Secretary | 2026-08-29 |
| Dianne Morgan | Committee Member | 2025-08-31 |
| Judith Curd | Treasurer | 2025-08-31 |
| Terence Waters | Committee Member | 2025-08-31 |
| Peter Henderson | Committee Member | 2024-07-14 |
| Carol Henderson | Committee Member | 2024-07-14 |
| Margaret Wade | Committee Member | 2024-07-14 |
| Josephine Haswell | President | 2020-09-20 |
| Brenda Yoxall | Committee Member | 2017-05-21 |
| Noelene Quedley | Committee Member | 2016-05-29 |
| Clive Burton | Committee Member | 2008-05-20 |
| Lois Burton | Committee Member | 2008-05-20 |
Former Officers (27)
- Yvonne Britton — Committee Member (departed 2025-10-01)
- Rosalind Biles — Secretary (departed 2026-04-22)
- Helen Langdon — Committee Member (departed 2021-07-10)
- Joan Triggs — Committee Member (departed 2026-03-25)
- Ronald Robertson — Committee Member (departed 2024-07-14)
- Brian Martin Guest — Committee Member (departed 2018-05-06)
- Wallace Wild — Committee Member (departed 2016-05-29)
- Yvonne Briton — Committee Member (departed 2023-07-23)
- Derek Hoggart — Committee Member (departed 2021-04-28)
- Jean Gardner — Vice President (departed 2020-09-20)
- Michael Wilson — Committee Member (departed 2015-06-28)
- Brian Randell — Committee Member (departed 2016-05-29)
- Daphne Randell — Committee Member (departed 2015-06-28)
- Bruce Davey — Committee Member (departed 2012-03-31)
- Noeline Matheson — Committee Member (departed 2019-05-26)
- Robyn Jensen — Committee Member (departed 2017-05-21)
- Joyce Field — Committee Member (departed 2015-06-28)
- Peter Buckton — Committee Member (departed 2018-05-06)
- Jennifer Ferguson — Treasurer (departed 2024-12-31)
- Heather Baylis — Secretary (departed 2015-06-28)
Funding Sources
- Foundation North — $97,544
- Foundation North — $22,000
- Pub Charity Limited — $20,000
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
Warkworth And District Museum Society Incorporated
Financial data as at March 2026. Sourced from Charities Services register.
$160.6K
$151.9K
$3.0M
1
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funded By
Registered charities that have funded this organisation.
About
Saving, protecting and displaying the history of the district. To conserve and preserve the history of Warkworth and the surrounding district in order to educate and inform local, national and international visitors.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 132 peers · Education · $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 History
Rating
CIs this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
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.
Similar Charities in Education
Other Education charities ranked by overall score