Smart Waikato Trust — Education Charity in Hamilton
Smart Waikato Trust is a Trust charity in the Education sector, based in Hamilton, Hamilton. Annual revenue: $1.0M NZD. Financial data as at March 2025.
Mission: PURPOSE: To empower Waikato youth through real education to employment pathways.
- Registration Number
- CC41374
- Charity Type
- Trust
- Registration Date
- 2009-07-15
- Status
- Active
- Sector
- Education
- Location
- Hamilton, Hamilton
- mary@smartwaikato.co.nz
- Data as at
- March 2025
Beneficiaries: Children / young people, Family / whanau, General public
Financial Summary
- Total Revenue
- $1.0M NZD
- Total Expenses
- $0.9M NZD
- Total Assets
- $0.8M NZD
- Net Assets
- $0.4M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 8
- Volunteers
- 1
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $1.0M | $0.9M | $0.4M |
| 2024 | $0.8M | $0.8M | $0.4M |
| 2023 | $0.6M | $0.7M | $0.3M |
| 2022 | $0.8M | $0.6M | $0.4M |
| 2021 | $0.6M | $0.6M | $0.3M |
| 2020 | $0.6M | $0.6M | $0.2M |
| 2019 | $0.5M | $0.5M | $0.2M |
| 2018 | $0.6M | $0.5M | $0.2M |
| 2017 | $0.4M | $0.3M | $0.1M |
| 2016 | $0.4M | $0.3M | $0.1M |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Teresa Poli | Trustee | 2025-04-01 |
| Neil Harray | Trustee | 2025-04-01 |
| Alitaeao Asiata | Trustee | 2024-04-01 |
| Shelley Wilson | Chair | 2024-04-01 |
| Grace Reid | Secretary/treasurer | 2020-06-03 |
| Deborah MacCauley | Trustee | 2019-11-27 |
| Mary Jensen | Chief Executive | 2009-08-01 |
Former Officers (15)
- Damian Sicely — Trustee (departed 2025-07-01)
- Amy Hacker — Trustee (departed 2025-03-26)
- Donovan Clark — Trustee (departed 2021-12-07)
- Deanne Holdsworth — Trustee (departed 2020-11-17)
- Julian Williams — Chair (departed 2024-01-18)
- Sean Lambly — Trustee (departed 2020-03-01)
- Alan Munro — Trustee (departed 2020-06-03)
- Sarah Morton-Johnson — Chair (departed 2019-12-11)
- Kylie Zinsli — Trustee (departed 2014-05-08)
- Michelle Baker — Trustee (departed 2016-09-20)
- Clive Hamill — Chair (departed 2014-11-01)
- David Wood — Trustee (departed 2011-04-01)
- Roger Evans — Trustee (departed 2019-07-01)
- Allison Gibbons — Trustee (departed 2011-04-01)
- Ally Gibbons — Trustee (departed 2011-04-01)
Funding Sources
- The Lion Foundation — $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
Smart Waikato Trust
Financial data as at March 2025. Sourced from Charities Services register.
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 →$976.8K
$945.0K
$756.1K
8
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
PURPOSE: To empower Waikato youth through real education to employment pathways.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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
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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.
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