Kapiti Retirement Trust — Health Charity in Paraparaumu
Kapiti Retirement Trust is a Charitable Trust charity in the Health sector, based in Paraparaumu, Paraparaumu. CharityData rates this charity A- (86/100). Annual revenue: $16.5M NZD. Financial data as at December 2025.
Mission: Provision of care and accommodation to the elderly on the Kapiti Coast
- Registration Number
- CC21225
- Charity Type
- Charitable Trust
- Registration Date
- 2008-02-17
- Status
- Active
- CharityData Rating
- A- (86/100)
- Sector
- Health
- Location
- Paraparaumu, Paraparaumu
- Website
- http://retirekapiti.co.nz
- office@retirekapiti.co.nz
- Data as at
- December 2025
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $16.5M NZD
- Total Expenses
- $14.2M NZD
- Total Assets
- $153.4M NZD
- Net Assets
- $35.9M NZD
- Reserve Months
- 0.5 months of operating expenses
- Staff Count
- 135
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $16.5M | $14.2M | $35.9M |
| 2024 | $13.6M | $13.0M | $32.5M |
| 2023 | $11.2M | $0.3M | $-89.9M |
| 2022 | $11.3M | $1.8M | $-87.3M |
| 2021 | $11.7M | $1.7M | $-85.4M |
| 2020 | $11.6M | $1.6M | $-78.5M |
| 2019 | $11.1M | $1.6M | $-72.4M |
| 2018 | $9.9M | $1.6M | $-65.9M |
| 2017 | $9.1M | $1.8M | $-59.5M |
| 2016 | $8.4M | $1.5M | $-56.3M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 86/100
- Financial Score
- 95
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Beverley Kirbell | Trustee | 2022-02-24 |
| Ken Whelan | Trustee | 2020-11-26 |
| John Yeoman | Trustee | 2020-07-17 |
| Jennifer Rowan | Trustee | 2020-07-17 |
| William Edgar | Trustee | 2015-02-26 |
| Steven Tomlinson | Trustee | 2013-04-12 |
Former Officers (13)
- Helene Judge — Trustee (departed 2020-07-17)
- John Scutter — Trustee (departed 2020-07-17)
- John Irwin — Trustee (departed 2022-02-24)
- Anthony Staniford — Trustee (departed 2013-11-30)
- Norrey Simmons — Trustee (departed 2020-07-17)
- John Guthrie — Trustee (departed 2010-10-26)
- Peter Kennedy — Trustee (departed 2026-06-08)
- Wilson Lattey — Trustee (departed 2016-08-25)
- John Aburn — Trustee (departed 2017-06-01)
- John Warren — Trustee (departed 2015-02-26)
- June Ellison — Trustee (departed 2008-05-22)
- Graeme Strand — Trustee (departed 2013-04-06)
- William Brazier — Trustee (departed 2009-08-10)
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Kapiti Retirement Trust
Financial data as at December 2025. Sourced from Charities Services register.
Reasons to look carefully (1)
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 recorded on the registerNo chair or presiding role is recorded in the register for this board of 6. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
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. Methodology: /about/methodology/concern-signals.
$16.5M
$14.2M
$153.4M
135
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Provision of care and accommodation to the elderly on the Kapiti Coast
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 43 peers · Health · $10M – $50M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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FY2025Contact Details
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Sector & Activities
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: 3 October 2026.
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