Matamata Futures Incorporated — Social Services Charity in Matamata

Matamata Futures Incorporated is a Trust charity in the Social Services sector, based in Matamata, Matamata. CharityData rates this charity B+ (82.5/100). Annual revenue: $0.5M NZD. Financial data as at March 2025.

Mission: Matamata Futures is a charitable trust set up to help ensure the future of the Matamata area. The object of the Trust is to provide benefits to the people of Matamata Ward of the Matamata Piako District Council and to provide support for such community facilities as may be warranted.

Registration Number
CC40443
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B+ (82.5/100)
Sector
Social Services
Location
Matamata, Matamata
Website
https://matamatafutures.co.nz/
Email
lynettey@cgca.co.nz
Data as at
March 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.5M NZD
Total Expenses
$0.2M NZD
Total Assets
$1.7M NZD
Net Assets
$1.6M NZD
Reserve Months
118.1 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.5M$0.2M$1.6M
2024$0.1M$0.1M$1.3M
2023$0.0M$0.0M$1.3M
2022$0.0M$0.0M$1.2M
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.1M--
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.5M$0.0M-

CharityData Rating

Overall Grade
B+
Overall Score
82.5/100
Financial Score
90
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (12)

  • Adrian Joe — Trustee
  • Rosana Carnachan — Trustee
  • Shannon Crawford — Trustee
  • Peter Hardie — Trustee (departed 2022-10-27)
  • Lynette Stanley — Trustee
  • Russell Alexander — Trustee (departed 2013-11-14)
  • Stuart Magan — Trustee
  • Susan Whiting — Trustee (departed 2012-03-31)
  • Ewan Atherton — Trustee (departed 2011-03-31)
  • Bernard Healey — Trustee
  • Kevin Stanley — Trustee (departed 2017-03-22)
  • Alan Candy — Trustee

Funding Sources

  • The Lion Foundation — $50,000
  • Four Winds Foundation Limited — $10,000

Similar Charities in Social Services

Matamata Futures Incorporated logo
Social ServicesTrust

Matamata Futures Incorporated

CC40443Matamata, MatamataRegistered 30 Jun 2008
Data updated: 5 days ago
Financials31 Mar 2025Rating2d ago

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

B+
83/100
Financial
90
Governance
65
Transparency
65

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 7. 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

$462.7K

Expenses

$152.3K

Assets

$1.7M

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

Endowment Foundation

Special Entity Type

This 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.

About

Mission

Matamata Futures is a charitable trust set up to help ensure the future of the Matamata area. The object of the Trust is to provide benefits to the people of Matamata Ward of the Matamata Piako District Council and to provide support for such community facilities as may be warranted.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$462.7K
Total Expenses
$152.3K
Net Assets
$1.6M
Volunteers
0

Financial Trends

Financial Trends (17 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
118.1mo
Could operate 118.1 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

47
Score /100
Concentrated
HHI: 5,293
Other69.5%
Investment Income15.8%
Donations14.6%
Trading / Services0.1%

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

Peer Comparison

Ranked against 140 peers · Social Services · $100K – $1M

Rating Score
83
#6/141
Revenue
$463K
#47/141
Reserve Months
118.1
#1/141
Surplus
$310K
#13/141
Staff Cost %
0%
#1/141

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

Rating

B+
Score: 82.5/100
Financial
90
Governance
65
Transparency
65
Why this grade: Financial 90 × 40% + Governance 65 × 60% = 75 → B+.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC40443
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated13 Sept 1995
Registered office
C/O Magill Earl & Co, Solicitors 28 Tainui Street Matamata 3400, Matamata

Sector & Activities

Primary Sector
Social Services
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.