Taranaki Retreat Trust — Religion Charity in New Plymouth
Taranaki Retreat Trust is a Trust charity in the Religion sector, based in New Plymouth, New Plymouth. Annual revenue: $1.5M NZD. Financial data as at March 2025.
Mission: Taranaki Retreat is a peer-led collaborative community Mental Health & Addictions Suicide Prevention Support NGO. It is accredited by Te Kāhui Kāhu as a Social Service providing Information, advice, advocacy, sector support and development, and employment and training services. The service was formed and developed in 2014 through a community-wide co-design process, informed at every stage by Lived Experience and shaped in consultation with the Ministry of Health / Te Whatu Ora and many similar services. Taranaki Retreat responds to tāngata whai ora and whānau through self, whānau, iwi/hapū, workplace or other agency referral. Our service includes Outreach Support, Support Groups, Workshops, a Residential Support Base and a Drop-In Support Hub including Whānau Support Rooms, Creative Hub and Koha Cafe supporting whānau and individuals experiencing distress and/or hardship.
- Registration Number
- CC50829
- Charity Type
- Trust
- Registration Date
- 2014-07-14
- Status
- Active
- Sector
- Religion
- Location
- New Plymouth, New Plymouth
- Website
- https://taranakiretreat.org.nz
- info@taranakiretreat.org.nz
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $1.5M NZD
- Total Expenses
- $1.3M NZD
- Total Assets
- $1.9M NZD
- Net Assets
- $0.9M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 24
- Volunteers
- 2
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $1.5M | $1.3M | $0.9M |
| 2024 | $1.2M | $1.3M | $0.8M |
| 2023 | $1.0M | $1.0M | $0.8M |
| 2022 | $0.8M | $0.7M | $0.9M |
| 2021 | $0.6M | $0.5M | $0.7M |
| 2020 | $0.4M | $0.4M | $0.6M |
| 2019 | $0.4M | $0.3M | $0.6M |
| 2018 | $0.2M | $0.1M | $0.5M |
| 2017 | $0.2M | $0.0M | - |
| 2016 | $0.2M | $0.1M | - |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 10
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (21)
- Lindie Meintjes — Board Chair
- Richard Williams — Trustee
- Brad Craig — Trustee
- Alison Hemara-Wahanui — Trustee
- Brendon Rei — Trustee (departed 2024-12-11)
- Te Hira Rain — Board-Adviser-Lived-Experience (departed 2024-04-15)
- Laura Thomas — Trustee (departed 2024-05-11)
- Leanne Blakelock — Board Adviser
- Jonathan Young — Trustee (departed 2024-06-19)
- Caroline Silk — Board Adviser (departed 2024-04-19)
- Damon Paul Waru-Te-Puu Ritai — Board Chair (departed 2024-06-19)
- Ruth Smithers — Chair (departed 2021-01-23)
- Grace Wesolowska — Board Adviser (departed 2024-04-12)
- Paul Morris — Trustee (departed 2018-03-18)
- Mary Hurley — Trustee
- Fiona Parkinson — Trustee (departed 2023-03-29)
- Susan Allen — Trustee
- Gary McIvey — Trustee (departed 2017-02-28)
- Denise Duncan — Trustee (departed 2017-01-31)
- Lynda Matthews — Trustees (departed 2016-05-31)
Funding Sources
- New Zealand Community Trust — $40,000
- Lion Foundation — $10,000
- Aotearoa Gaming Foundation — $9,790
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- Te Hauora Runanga O Wairarapa Incorporated — Religion
ReligionTrust
Taranaki Retreat Trust
CC50829New Plymouth, New PlymouthRegistered 14 Jul 2014
Data updated: 3 days ago
Financials31 Mar 2025Rating4d ago
Financial data as at March 2025. 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 →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.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
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.
Revenue
$1.5M
Expenses
$1.3M
Assets
$1.9M
Staff
24
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Mission
Taranaki Retreat is a peer-led collaborative community Mental Health & Addictions Suicide Prevention Support NGO. It is accredited by Te Kāhui Kāhu as a Social Service providing Information, advice, advocacy, sector support and development, and employment and training services. The service was formed and developed in 2014 through a community-wide co-design process, informed at every stage by Lived Experience and shaped in consultation with the Ministry of Health / Te Whatu Ora and many similar services. Taranaki Retreat responds to tāngata whai ora and whānau through self, whānau, iwi/hapū, workplace or other agency referral. Our service includes Outreach Support, Support Groups, Workshops, a Residential Support Base and a Drop-In Support Hub including Whānau Support Rooms, Creative Hub and Koha Cafe supporting whānau and individuals experiencing distress and/or hardship.
Key Statistics
Annual Revenue
$1.5M
Total Expenses
$1.3M
Net Assets
$907.2K
Staff
24
employees
Volunteers
2
Financial Trends
Financial Trends (11 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
0mo
Could operate 0 months with zero revenue
Critical
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
49
Score /100
Concentrated
HHI: 5,070
Other56.9%
Donations42.8%
Investment Income0.3%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 48 peers · Religion · $1M – $10M
Rating Score
0
Revenue
$1.5M
Reserve Months
0.0
Surplus
$133K
Staff Cost %
79%
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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Claim This ProfileContact Details
Registration
Registration NumberCC50829
Entity TypeTrust
Registered14 Jul 2014
StatusRegistered
Companies Office
StatusRegistered
Entity TypeCharitable Trust
Incorporated30 Sept 2014
Sector & Activities
Primary Sector
ReligionData 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 May 2026.
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