Whakatane Surf Lifesaving Club Incorporated — Health Charity in Ohope
Whakatane Surf Lifesaving Club Incorporated is a Trust charity in the Health sector, based in Ohope, Ohope. Annual revenue: $0.3M NZD. Financial data as at March 2025.
Mission: The Whakatane Surf Lifesaving Club and its members provide surf lifesaving services to both local and regional communities. The service they provide enhances the wellbeing of the community by providing a safer place for the community to recreate. Their responsibilities include - lifeguard training and development, lifesaving support services to meet the community need beyond the provision of "normal" patrol services, public education, membership development opportunities junior surf (U14) programmes and a range of surf sport opportunities
- Registration Number
- CC38952
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Health
- Location
- Ohope, Ohope
- Website
- http://www.surf.org.nz
- whakatane@surf.org.nz
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $1.4M NZD
- Net Assets
- $1.4M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 2
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.3M | $1.4M |
| 2024 | $0.3M | $0.2M | $1.3M |
| 2023 | $0.2M | $0.1M | $1.3M |
| 2022 | $0.2M | $0.2M | $1.2M |
| 2021 | $0.2M | $0.2M | $1.2M |
| 2020 | $0.1M | $0.1M | $1.1M |
| 2019 | $0.2M | $0.2M | $1.2M |
| 2018 | $0.1M | $0.1M | $1.1M |
| 2017 | $0.1M | $0.1M | $1.2M |
| 2016 | $0.3M | $0.2M | $1.2M |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 10
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (46)
- Jamieson Bicknell — Committee Member
- Russell Owen — Committee Member
- Jason Toogood — Committee Member
- Sherrie Thompson — Committee Member
- Craig Julian — Club Captain
- Philip Williams — President
- Jeremy Bain — Committee Member
- Matthew Pirini — Committee Member (departed 2024-09-04)
- Warren Short — Committee Member (departed 2023-08-20)
- Karen Esterhuizen — Committee Member (departed 2024-09-04)
- Courtney Moir — Committee Member (departed 2023-08-20)
- Catriona Manning — Club Captain/committee Member (departed 2025-08-24)
- Matthew Perfect — Committee Member (departed 2023-08-20)
- Tiffany Wren — Committee Member (departed 2021-08-15)
- Cambell Julian — Committee Member (departed 2023-08-20)
- Michelle Cossey — Committee Member (departed 2025-08-24)
- Tautini Hahipene — Club Captain (departed 2020-08-16)
- Rawinia Kamau — Committee Member (departed 2020-08-16)
- Tim McKay — Committee Member (departed 2023-08-20)
- Errol Verstegen — Committee Member
Funding Sources
- Grassroots Trust Limited — $84,142.88
- New Zealand Community Trust — $39,479.31
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HealthTrust
Whakatane Surf Lifesaving Club Incorporated
CC38952Ohope, OhopeRegistered 30 Jun 2008
Data updated: 2 days ago
Financials31 Mar 2025Rating4d ago
Financial data as at March 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 →Reasons to look carefully (2)
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 designatedBoard of 3 with no chair designated on the register
- Reserves high for operating sizeReserves cover ~64 months of expenses on $254K revenue — very high for an operating charity this size
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.
Revenue
$254.1K
Expenses
$251.6K
Assets
$1.4M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Mission
The Whakatane Surf Lifesaving Club and its members provide surf lifesaving services to both local and regional communities. The service they provide enhances the wellbeing of the community by providing a safer place for the community to recreate. Their responsibilities include - lifeguard training and development, lifesaving support services to meet the community need beyond the provision of "normal" patrol services, public education, membership development opportunities junior surf (U14) programmes and a range of surf sport opportunities
Key Statistics
Annual Revenue
$254.1K
Total Expenses
$251.6K
Net Assets
$1.4M
Volunteers
2
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
7.6mo
Could operate 7.6 months with zero revenue
Healthy
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
34
Score /100
Concentrated
HHI: 6,621
High Concentration: 81% of revenue from Other
Other80.5%
Donations9.5%
Government Grants5.2%
Investment Income4.8%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 173 peers · Health · $100K – $1M
Rating Score
0
Revenue
$254K
Reserve Months
0.0
Surplus
$3K
Staff Cost %
23%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileContact Details
Registration
Registration NumberCC38952
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Companies Office
StatusRegistered
Entity TypeIncorporated Society
Incorporated1 Sept 1971
Registered office
Mair Street, North, 3121
Sector & Activities
Primary Sector
HealthData 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: 4 May 2026.
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