Financial Health Dashboard

Reserves, revenue diversity, and efficiency indicators for NZ charities

About this dashboard: Financial health scores are computed using a weighted composite of reserves adequacy, revenue diversification (HHI), operating surplus margin, fundraising efficiency, program delivery ratio, and government funding dependency. Scores are indicative and based on the most recent annual return data available. A lower score does not necessarily indicate poor management -- it may reflect the charity's operating model, stage of development, or sector norms.

Charities Analyzed

760

Median Reserves

12.3

months

Avg Revenue HHI

7,881

Concentrated

Avg Surplus Margin

-178.8%

Median Staff Cost

50.1%

of expenses

Govt-Dependent

>50% govt funded

Health Score Distribution

Based on weighted composite of reserves, revenue diversity, surplus, and efficiency metrics.

Reserves Distribution (Months of Expenses)

Cash reserves divided by monthly operating expenses. Only charities with reported cash reserves are included.

Sector Averages

Charities Showing Indicators That May Suggest Financial Stress(13)

Filters:

Showing 50 of 760 charities

Charity	Sector	Revenue	Reserves	HHI	Surplus %	Govt %	Score
Clearview Park Lions Club Charitable Trust	Other	$15K	22.7 mo	4,959	58.7%	0%	B (82)
Plimmerton Community Menzshed Incorporated	Other	$13K	35 mo	4,765	42.5%	0%	B (82)
Kawerau Presbyterian Church	Other	$64K	43.6 mo	4,630	31.1%	0%	B (82)
Kihikihi St Andrews Presbyterian Church	Other	$43K	25.1 mo	4,327	13.1%	0%	B (82)
St James Presbyterian Church Waihi	Other	$148K	154.4 mo	3,956	58.9%	0%	B (82)
Broad Bay Community Centre Incorporated	Other	$12K	20 mo	4,648	8.8%	0%	B (82)
The Clyde Theatre Group Incorporated	Other	$19K	47.5 mo	4,925	62.5%	0%	B (82)
Community Trust Hospice Foundation	Other	$824K	54.5 mo	3,267	76.5%	0%	B (82)
Leithfield Public Library	Other	$7K	117.1 mo	4,928	32.3%	0%	B (82)
Diamond Way Buddhist Trust	Other	$160K	18.6 mo	4,194	33.5%	0%	B (82)
Manutuke Volunteer Fire Brigade	Other	$14K	94 mo	4,127	62.8%	0%	B (82)
Mornington Toy And Games Library Incorporated	Other	$20K	12.2 mo	4,753	14.7%	0%	B (82)
Milton Elder Care Trust	Other	$78K	8.4 mo	3,477	12.7%	0%	B (82)
Lawrence Volunteer Fire Brigade	Other	$26K	72.9 mo	3,994	55%	0%	B (82)
ST.MARY'S INDIAN SYRIAN CHURCH PALMERSTON NORTH, NEW ZEALAND INCORPORATED	Other	$14K	13.4 mo	3,329	27.8%	0%	B (82)
Whangaruru North Residents and Ratepayers Association Incorporated	Other	$28K	37.3 mo	3,582	48.7%	0%	B (82)
The Waikato Diocesan Trust Board	Other	$1.7M	11.8 mo	4,686	55.6%	0%	B (82)
Canterbury Philharmonia Incorporated	Other	$34K	8.2 mo	3,147	16.7%	0%	B (82)
Owairaka Pacific Island Presbyterian Church	Other	$182K	7.7 mo	3,482	32.9%	0%	B (82)
Friends of the Auckland Botanic Gardens Incorporated	Other	$231K	30 mo	3,228	41.5%	0%	B (82)
Whanganui Male Choir Incorporated	Other	$7K	20.1 mo	4,890	0.6%	0%	B (77)
Rakaia Volunteer Fire Brigade	Other	$18K	44.3 mo	4,511	0.8%	0%	B (77)
Roys Peak Radio Users Incorporated	Other	$49K	42.1 mo	4,427	3.4%	0%	B (77)
Aspiring Athletics Club Incorporated	Other	$43K	15.3 mo	5,122	46.4%	0%	B (76)
St Andrew's Presbyterian Church Blenheim	Other	$83K	22.4 mo	5,493	13.1%	0%	B (76)
Waitakere Volunteer Rural Fire Force Incorporated	Other	$17K	43.5 mo	5,418	29.3%	0%	B (76)
Te Potiki National Trust Limited	Other	$195K	20.1 mo	5,675	46%	0%	B (76)
Rotary Club Of Blenheim 2004 Trust	Other	$22K	10 mo	5,212	5.2%	0%	B (76)
Mayor's Welfare Fund Charitable Trust	Other	$502K	27 mo	5,103	22.6%	0%	B (76)
Otaihape Health Trust	Other	$106K	138.8 mo	6,492	52.2%	0%	B (76)
Central Otago Freemasons Mobility Scooters Charitable Trust	Other	$9K	51.4 mo	5,203	28.9%	0%	B (76)
Sophia Street Car Park Charitable Trust	Other	$87K	82.5 mo	5,419	31.1%	0%	B (76)
Tipu Waiariki Charitable Trust	Other	$47K	13.7 mo	7,164	33%	0%	B (76)
The Otago Institute Incorporated	Other	$4K	259.6 mo	5,104	54.2%	0%	B (76)
The Heart Trust	Other	$13K	59.2 mo	6,890	12.2%	0%	B (76)
Waimate Health Developments Incorporated	Other	$65K	282.1 mo	5,839	76%	0%	B (76)
Dorothy Daniels Dance Foundation	Other	$4K	269.3 mo	5,026	55.9%	0%	B (76)
The New Zealand School of Meditation Incorporated	Other	$353K	14.1 mo	5,718	64.9%	0%	B (76)
The Southern Cross Foundation Trust	Other	$15K	14184.4 mo	5,413	99.3%	0%	B (76)
Youth For Human Rights (NZ) Incorporated	Other	$86	2444 mo	5,219	89.5%	0%	B (76)
Otairi Community Society Incorporated	Other	$24K	110.2 mo	5,136	84.3%	0%	B (76)
Community Fundraising Committee	Other	$12K	140.7 mo	7,247	83.4%	0%	B (76)
Yuan Zhi Temple Charitable Trust	Other	$50K	9.1 mo	7,267	22.7%	0%	B (76)
Wellington City MenzShed Charitable Trust	Other	$9K	30.8 mo	6,680	25.4%	0%	B (76)
Taupo Bike Park Incorporated	Other	$31K	124.4 mo	7,071	91.1%	0%	B (76)
Alexandra & Districts Pipe Band Incorporated	Other	$9K	52.4 mo	5,632	19.9%	0%	B (76)
The Congregational Christian Church of Samoa in New Zealand (New Plymouth)	Other	$136K	9.9 mo	6,431	16.5%	0%	B (76)
Kawerau Athletic And Harrier Club Incorporated	Other	$20K	99.1 mo	7,370	68.9%	0%	B (76)
Deaf Society Of Canterbury Incorporated	Other	$209K	17 mo	5,717	8.7%	0%	B (76)
Karori Arts And Crafts Centre Incorporated	Other	$350K	7.4 mo	5,603	52.4%	0%	B (76)

Methodology

Financial data sourced from the New Zealand Charities Register annual returns. Health scores are computed indicators and may not reflect the full financial picture. View data sources & methodology

Data sourced from Charities Services register and annual returns. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz.

For informational purposes only. Not investment advice.