Whanake House Charitable Trust — Education Charity in Invercargill

Whanake House Charitable Trust is a Trust charity in the Education sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at March 2026.

Mission: The purpose of Whanake House and our Vision is to utilise a holistic approach to provide a centralised collection of services targeting all aspects of wellbeing. The group will be targeted towards young people with high functioning disabilities transition from High School into the Community and the Workforce. These young people are typically not captured by other services and have the tendency to fall through the gaps following High School, due to a lack of support & their level of functioning.

Registration Number
CC58929
Charity Type
Trust
Registration Date
2021-05-08
Status
Active
Sector
Education
Location
Invercargill, Invercargill
Email
glad.nige@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.3M NZD
Net Assets
$0.3M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
5
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.2M$0.1M$0.3M
2025$0.1M$0.1M$0.2M
2024$0.1M$0.1M$0.2M
2023$0.3M$0.1M$0.2M
2022$0.0M$0.0M$0.0M

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Michelle DawsonTrustee2025-10-02
Kirsty BullmoreTrustee2024-08-29
Celia DayTreasurer2024-06-20
Lynda GilkisonChair2021-04-08

Former Officers (3)

  • Daniel Fisher — Trustee (departed 2023-04-01)
  • Katrina Ferns — Treasurer (departed 2025-01-31)
  • June Sanderson — Secretary (departed 2023-04-01)

Funding Sources

  • ILT Foundation — $18,000
  • Aotearoa Gaming Foundation — $4,455

Similar Charities in Education

FunderEducationTrustCharitable Trust

Whanake House Charitable Trust

CC58929Invercargill, InvercargillRegistered 8 May 2021
Data updated: 3 days ago
Financials6mo agoRating3d ago

Financial data as at March 2026. 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

$182.7K

Expenses

$125.8K

Assets

$309.1K

Staff

5

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducationCommunity Development
Beneficiaries
YouthPeople with DisabilitiesGeneral Public
Geographic Focus
Southland

About

Mission

The purpose of Whanake House and our Vision is to utilise a holistic approach to provide a centralised collection of services targeting all aspects of wellbeing. The group will be targeted towards young people with high functioning disabilities transition from High School into the Community and the Workforce. These young people are typically not captured by other services and have the tendency to fall through the gaps following High School, due to a lack of support & their level of functioning.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$182.7K
Total Expenses
$125.8K
Net Assets
$272.2K
Staff
5
employees

Financial Trends

Financial Trends (5 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
22.8mo
Could operate 22.8 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

31
Score /100
Concentrated
HHI: 6,922
High Concentration: 81% of revenue from Other
Other81.0%
Donations19.0%
Investment Income0.1%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$183K
#91/133
Reserve Months
0.0
#1/133
Surplus
$57K
#48/133
Staff Cost %
43%
#133/133

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC58929
Entity TypeTrust
Registered8 May 2021
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated11 Feb 2021
Registered office
494 Dee Street, Gladstone, Invercargill

Sector & Activities

Primary Sector
Education
Activities
Provides buildings / facilities / open spaceProvides 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: 29 September 2026.