Financial Health Dashboard

Reserves, revenue diversity, and efficiency indicators for NZ charities

About this dashboard: Financial health scores are computed using a weighted composite of reserves adequacy, revenue diversification (HHI), operating surplus margin, fundraising efficiency, program delivery ratio, and government funding dependency. Scores are indicative and based on the most recent annual return data available. A lower score does not necessarily indicate poor management -- it may reflect the charity's operating model, stage of development, or sector norms.
Charities Analyzed
820
Median Reserves
8.2
months
Avg Revenue HHI
7,905
Concentrated
Avg Surplus Margin
-235.3%
Median Staff Cost
50.1%
of expenses
Govt-Dependent
0
>50% govt funded

Health Score Distribution

Based on weighted composite of reserves, revenue diversity, surplus, and efficiency metrics.

Reserves Distribution (Months of Expenses)

Cash reserves divided by monthly operating expenses. Only charities with reported cash reserves are included.

Sector Averages

Charities Showing Indicators That May Suggest Financial Stress(50)

Filters:
Showing 50 of 820 charities
CharitySectorRevenue Reserves HHI Surplus % Govt % Score
Otago Presbyterian Girls' College Board of Governors IncorporatedEducation$6.4M17.5 mo3,73910.7%0%B (82)
Nota Bene IncorporatedArts & Culture$28K19.4 mo3,78025.6%0%B (82)
Tauranga Woodcrafters Guild IncorporatedArts & Culture$15K47 mo3,95817.6%0%B (82)
Tu Tangata Maraenui TrustCommunity Development$40K15.3 mo3,72935.8%0%B (82)
Te Ao Marama The New Zealand Maori Dental Association IncorporatedHealth$350K10.8 mo4,72013.9%0%B (82)
Takapau Arts Centre (Incorporated)Arts & Culture$12K13.8 mo2,94414.9%0%B (82)
Riverhead Bowling Club IncorporatedSports & Recreation$106K11.4 mo4,45010%0%B (82)
Takaka Golf Club IncorporatedSports & Recreation$240K12.6 mo4,65525.8%0%B (82)
The Wanganui District Rural Community Halls TrustArts & Culture$152K7.5 mo4,66966.4%0%B (82)
Probasee Bengalee Association of New Zealand IncorporatedCommunity Development$37K9.4 mo2,9205.7%0%B (82)
Mountain Green Archery Club IncorporatedSports & Recreation$115K21.8 mo3,81428.7%0%B (82)
Wellington Tramway Museum IncorporatedArts & Culture$121K33.7 mo4,66318%0%B (82)
Kadampa Meditation Centre Wellington IncorporatedReligion$179K24.6 mo3,39512.6%0%B (82)
Whakaki Marae CommitteeArts & Culture$99K31.8 mo4,59065.2%0%B (82)
Fire Protection Association (New Zealand) IncorporatedEducation$1.2M7.8 mo4,92512.4%0%B (82)
Thames Volunteer Coastguard IncorporatedSocial Services$117K14.1 mo3,85027.6%0%B (82)
Eastern Bays Art IncorporatedArts & Culture$16K119.1 mo3,28325.6%0%B (82)
The Eltham and District Historical Society IncorporatedArts & Culture$4K245.5 mo3,17246.9%0%B (82)
Sumner Redcliffs Returned Services Association Incorporated, Welfare TrustHealth$15K156.8 mo3,40046.3%0%B (82)
Taikata Sailing Club IncorporatedSports & Recreation$21K18.6 mo4,37914.6%0%B (82)
Raetihi Promotions Charitable TrustCommunity Development$227K25.9 mo4,90554.8%0%B (82)
Paeroa Rotary TrustSocial Services$54K43.9 mo4,36023.8%0%B (82)
Then India Sanmarga Ikya (NZ) Sangam Charitable TrustReligion$21K825.9 mo3,37278.5%0%B (82)
Westport Land Search And Rescue IncorporatedSocial Services$15K161 mo4,31363.2%0%B (82)
Arawa Canoe Club IncorporatedSports & Recreation$168K8.7 mo3,70332.6%0%B (82)
Coromandel Community Recreational Society IncorporatedSports & Recreation$85K24.1 mo4,06115.2%0%B (82)
The Mt Robert FoundationEnvironment$20K57.6 mo3,56718.4%0%B (82)
Napier Performing Arts Competitions Society IncorporatedArts & Culture$38K14.1 mo4,91318.4%0%B (82)
Pauatahanui Residents Association IncorporatedCommunity Development$3K443.3 mo3,53972.1%0%B (82)
Whangarei Film Society IncorporatedArts & Culture$67K37.6 mo4,54418.7%0%B (82)
Multiples Auckland Central IncorporatedEducation$10K49.8 mo2,97529.6%0%B (82)
New Zealand Society of Endocrinology IncorporatedEducation$30K57.9 mo4,76522.2%0%B (82)
The Wilson Home TrustSocial Services$3.4M12.3 mo4,88460.1%0%B (82)
Hebron Christian Fellowship Trust BoardReligion$195K12.1 mo4,1396.4%0%B (82)
St Bathans Area Community Association IncorporatedCommunity Development$19K11.1 mo4,28348%0%B (82)
Golden Bay Toy Library IncorporatedSocial Services$22K14 mo3,43736.3%0%B (82)
Makarau Hall Society IncorporatedOther$15K19.6 mo3,70244.3%0%B (82)
IESU LE VAIOLA MINISTRY MANGERE EAST Religion$2K14.4 mo4,16354.5%0%B (82)
Picton Rowing Club IncorporatedSports & Recreation$81K21.4 mo4,49653.7%0%B (82)
Temuka District Community Vehicle TrustSocial Services$22K21.1 mo4,45762.9%0%B (82)
The Planet Ryan Family Foundation Social Services$297K17.8 mo4,08466.5%0%B (82)
Aphasia and Disability Biking Group Canterbury Social Services$45K22.6 mo4,96646.1%0%B (82)
Waikato Golf Association IncorporatedSports & Recreation$556K8.5 mo3,7923.8%0%B (77)
The Wairarapa Rose Society IncorporatedEducation$1K21.7 mo2,8050.9%0%B (77)
Canterbury Justices of the Peace Association IncorporatedCommunity Development$59K12.8 mo4,1884.3%0%B (77)
Kamo Volunteer Fire BrigadeSocial Services$47K22.2 mo4,1792.8%0%B (77)
Wanaka Concert Society IncorporatedArts & Culture$29K48.3 mo5,4476.8%0%B (76)
Rangimarie Maori Arts & Crafts Society IncorporatedArts & Culture$57K29 mo7,42579%0%B (76)
New Zealand Olympiad In Informatics IncorporatedEducation$168K8.3 mo5,93223.4%0%B (76)
Tawa RSA "Poppy Fund" TrustSocial Services$5K93.8 mo6,17718.5%0%B (76)

Methodology

Financial data sourced from the New Zealand Charities Register annual returns. Health scores are computed indicators and may not reflect the full financial picture. View data sources & methodology

Data sourced from Charities Services register and annual returns. Our datasets may not be complete. Automated analysis can produce errors. 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.