Upper Taieri Wai Incorporated — Environment Charity in Patearoa

Upper Taieri Wai Incorporated is a Trust charity in the Environment sector, based in Patearoa, Patearoa. Annual revenue: $1.8M NZD. Financial data as at June 2025.

Mission: To protect and promote best use of the Upper Taieri water resource for the benefit of the community, the environment, and the economy.

Registration Number
CC58939
Charity Type
Trust
Registration Date
2021-03-12
Status
Active
Sector
Environment
Location
Patearoa, Patearoa
Data as at
June 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$1.8M NZD
Total Expenses
$2.3M NZD
Total Assets
$0.2M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
6
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.8M$2.3M$0.1M
2024$2.3M$2.4M$0.5M
2023$2.1M$1.7M$0.7M
2022$1.0M$0.8M$0.2M

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Katherine Haggitt WilsonCommittee Member2022-03-02
Geoffrey CrutchleyCommittee Member2021-03-12
Dawn SangsterCommittee Member2020-09-07
Peter AitkenCommittee Member2020-09-07
Erin ElworthyCommittee Member2020-09-07
John HightonCommittee Member2020-09-07
Hamish MackenzieCommittee Member2020-09-07
Emma CrutchleyCommittee Member2020-09-07
Renee WeirChair2020-09-07

Former Officers (1)

  • Joanne Paterson — Officer, Secretary/treasurer (departed 2024-11-25)

Funding Sources

  • Aotearoa Gaming Foundation — $5,790

Similar Charities in Environment

EnvironmentTrust

Upper Taieri Wai Incorporated

CC58939Patearoa, PatearoaRegistered 12 Mar 2021
Data updated: 3 days ago
Financials30 Jun 2025Rating2d ago

Financial data as at June 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 →
Revenue

$1.8M

Expenses

$2.3M

Assets

$219.5K

Staff

6

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

About

Mission

To protect and promote best use of the Upper Taieri water resource for the benefit of the community, the environment, and the economy.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$1.8M
Total Expenses
$2.3M
Net Assets
$84.9K
Staff
6
employees
Volunteers
0

Financial Trends

Financial Trends (4 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
0.8mo
Could operate 0.8 months with zero revenue
Critical
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

50
Score /100
Concentrated
HHI: 5,013
Government Grants55.7%
Other43.7%
Investment Income0.6%

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

Peer Comparison

Ranked against 48 peers · Environment · $1M – $10M

Rating Score
0
#29/49
Revenue
$1.8M
#26/49
Reserve Months
0.0
#1/49
Surplus
$-450K
#48/49
Staff Cost %
16%
#49/49

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
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Patearoa, Patearoa

Registration

Registration NumberCC58939
Entity TypeTrust
Registered12 Mar 2021
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated9 Sept 2020

Sector & Activities

Primary Sector
Environment
Activities
Provides services (e.g. care / counselling)

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.