Ngunguru Retirement Village Trust — Community Development Charity in Whangarei
Ngunguru Retirement Village Trust is a Charitable Trust charity in the Community Development sector, based in Whangarei, Whangarei. Annual revenue: $0.6M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: Retirement Village in keeping with the charitable objects for which the Trust was established.
- Registration Number
- CC29450
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Community Development
- Location
- Whangarei, Whangarei
- info@nrv.co.nz
- Data as at
- June 2025
Beneficiaries: Family / whanau, Older people, People with disabilities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $17.8M NZD
- Net Assets
- $2.5M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.6M | $0.3M | $2.5M |
| 2024 | $0.9M | $0.9M | $2.2M |
| 2023 | $0.2M | $1.5M | $2.0M |
| 2022 | $0.3M | $0.7M | $2.6M |
| 2021 | $0.4M | $0.2M | $2.4M |
| 2020 | $0.2M | $0.2M | $2.3M |
| 2019 | $0.2M | $0.1M | $2.3M |
| 2018 | $0.3M | $3.3M | $1.7M |
| 2017 | $0.2M | $0.7M | $0.5M |
| 2016 | $0.2M | $0.5M | $1.0M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Phiona Wilson | Resident Trustee | 2026-05-11 |
| Rodger Murphy | Trustee | 2026-02-16 |
| Kevin Pryor | Deputy Chair | 2024-12-02 |
| Patricia Milich | Resident Trustee | 2023-03-20 |
| Terence Walsh | Chair | 2023-03-20 |
| Murray Madden | Resident Trustee | 2022-11-21 |
| Trevor Talbot | Trustee | 2022-06-20 |
| Rita Gibson | Trustee | 2022-05-16 |
Former Officers (39)
- Shirley Coker — Resident Trustee (departed 2026-04-10)
- Margaret Lawson — Trustee (departed 2026-03-19)
- Ross Holland — Resident Trustee (departed 2022-06-19)
- Bill McQuinn — Trustee (departed 2023-04-01)
- Kathleen Johnston — Resident Trustee (departed 2024-12-09)
- Mark Murray — Trustee (departed 2022-03-21)
- Lewis Price — Trustee (departed 2023-11-13)
- Heather Haack — Resident Liaison Officer (departed 2020-08-24)
- Greg Ellis — Trustee (departed 2020-10-21)
- Trish Ellis — Trustee (departed 2021-11-17)
- Keith McKay — Trustee (departed 2026-02-16)
- Robert Farrelly — Trustee (departed 2019-10-20)
- Bonny Faukner-Hollis-Alexander — Trustee (departed 2019-10-20)
- Graeme Brider — Resident Trustee (departed 2023-03-01)
- Lindsay Laing — Trustee (departed 2024-12-02)
- Alan Wellington — Trustee (departed 2018-11-24)
- Colin Dunlop — Village Maintenance (departed 2021-03-31)
- Norman Pratt — Maintenance (departed 2020-10-21)
- Peter Robertson — Water and Maintenance (departed 2017-10-25)
- Bruce Mackenzie — Building Officer (departed 2021-11-17)
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
Ngunguru Retirement Village Trust
Financial data as at June 2025. Sourced from Charities Services register.
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 →$568.9K
$287.8K
$17.8M
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Retirement Village in keeping with the charitable objects for which the Trust was established.
Who We Serve
Key Statistics
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
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 147 peers · Community Development · $100K – $1M
Top Peers in Group
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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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