Stepping Stone Trust — Health Charity in Christchurch
Stepping Stone Trust is a Charitable Trust charity in the Health sector, based in Christchurch, Christchurch. Annual revenue: $9.2M NZD. 1 red flag detected. Financial data as at June 2020.
Mission: Stepping Stone Trust is a not-for-profit Charitable Trust organisation offering residential and community-based support services for people experiencing mental illness. We are based in Canterbury. The Trust has been providing support services for over 20 years having grown from providing a single supported-living home for adults in 1990 to now operating 13 separate supported accommodation facilities, a number of flats and a wide range of community support options.
- Registration Number
- CC21678
- Charity Type
- Charitable Trust
- Registration Date
- 2008-03-09
- Status
- Active
- Sector
- Health
- Location
- Christchurch, Christchurch
- reception@stepstone.org.nz
- Data as at
- June 2020
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $9.2M NZD
- Total Expenses
- $8.7M NZD
- Total Assets
- $9.1M NZD
- Net Assets
- $6.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 130
- Volunteers
- 0
- Financial Year End
- 2020-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2020 | $9.2M | $8.7M | $6.2M |
| 2019 | $9.1M | $9.1M | $5.8M |
| 2018 | $8.2M | $8.2M | $5.1M |
| 2017 | $8.1M | $8.0M | $5.0M |
| 2016 | $8.0M | $8.0M | $4.9M |
| 2015 | $8.0M | $7.6M | $5.0M |
| 2014 | $7.8M | $7.4M | $4.6M |
| 2013 | $7.3M | $7.2M | $4.1M |
| 2012 | $6.7M | $6.5M | $3.5M |
| 2011 | $6.7M | $6.3M | $2.8M |
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| David Ivory | Trustee | 2026-08-26 |
| Rachael Green | Trustee | 2026-07-22 |
| Geoffrey Siave | Trustee | 2026-04-22 |
| Matthew Tennant | Trustee | 2025-07-23 |
| Grant Rae | Trustee | 2023-08-24 |
| Stephen Withington | Trustee | 2017-01-23 |
Former Officers (19)
- John Ruge — Trustee (departed 2026-06-24)
- Judith Bullin — Trustee (departed 2026-07-24)
- Grant Adams — Trustee (departed 2025-02-28)
- Christopher Ansley — Trustee (departed 2025-02-28)
- Anna Russell — Trustee (departed 2019-03-25)
- Warren Reid — Trustee (departed 2017-12-31)
- Mona Contractor — Trustee (departed 2026-08-26)
- Peter Griffiths — Trustee (departed 2022-10-31)
- William Hardie — Trustee (departed 2023-12-31)
- Justin Stevenson — Trustee (departed 2018-12-31)
- Sue Carsnell — Trustee (departed 2012-01-10)
- Sue Carswell — Trustee (departed 2012-11-22)
- Alison Ford — Trustee (departed 2014-12-14)
- Christina Wilson — Trustee-Parent-Rep (departed 2012-02-23)
- Derek Willis — Trustee (departed 2017-02-28)
- Carl Kirk — Trustee-Client-Rep (departed 2015-12-31)
- Kay Palmer — Trustee (departed 2009-12-20)
- Donald Kempt — Trustee (departed 2007-09-27)
- Craig Wenmoth — Trust Chairperson (departed 2013-08-29)
Reporting Group Members
Stepping Stone Trust files a consolidated Annual Return jointly with 1 sibling charity:
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Stepping Stone Trust
Financial data as at June 2020. Sourced from Charities Services register.
The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.
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 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.
- Shared trustees with reporting-group siblingsOne current trustee also serves on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.
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.
$9.2M
$8.7M
$9.1M
130
Financial data from Charities Services annual return (FY2020). Ratings calculated using CharityData v3.1.1 methodology.
Reporting group parent. Stepping Stone Trust files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.
Show member charities (1)
About
Stepping Stone Trust is a not-for-profit Charitable Trust organisation offering residential and community-based support services for people experiencing mental illness. We are based in Canterbury. The Trust has been providing support services for over 20 years having grown from providing a single supported-living home for adults in 1990 to now operating 13 separate supported accommodation facilities, a number of flats and a wide range of community support options.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (13 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 111 peers · Health · $1M – $10M
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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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: 4 October 2026.
Reporting Group — Consolidated Annual Return
Stepping Stone Trust is one of 2 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.
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