5-Year Financial Trends

Identify charities with sustained growth or decline across revenue, assets, and reserves

About this analysis: Growth rates use Compound Annual Growth Rate (CAGR) for charities with 5+ years of annual returns. CAGR smooths out year-to-year volatility and indicates the average annual growth rate over the entire period. Only charities with meaningful revenue (above $50K) are included in growth rankings.
Charities with 5+ Years
22,664
Of 30,332 total
Total Financial Records
157,767
Annual returns processed
Avg Years per Charity
5.2
Average annual returns filed
Years Covered
7
Financial years in dataset

Data Coverage Distribution

How many years of financial data each charity has filed. Charities with 5+ years enable meaningful trend analysis.

Under 5 years
5+ years (trend-eligible)

Charities with 5+ years of data showing the strongest compound annual revenue growth rate (CAGR). Only charities with revenue above $50K at both start and end are included.

1
Auto Stewardship New Zealand
Arts & Culture5 years of data
Revenue CAGR
+300.5%
2
Tait Contel Charitable Trust
Education5 years of data
Revenue CAGR
+251.6%
Revenue CAGR
+194.0%
4
Matawhaanui Trust
Health5 years of data
Revenue CAGR
+178.7%
5
Puketeraki Limited
Social Services6 years of data
Revenue CAGR
+162.1%
6
Te Runanga o Ngati Waewae Incorporated
Community Development5 years of data
Revenue CAGR
+144.5%
7
Arahura Holding Limited
Other5 years of data
Revenue CAGR
+143.4%
8
Te Tira Ahu Pae Incorporated
Health5 years of data
Revenue CAGR
+138.0%
Revenue CAGR
+137.8%
10
Kirva Trust
Social Services6 years of data
Revenue CAGR
+134.8%
11
The Kindness Collective Foundation
Social Services5 years of data
Revenue CAGR
+129.3%
12
Urenui Pa Trust
Religion6 years of data
Revenue CAGR
+128.9%
Revenue CAGR
+128.1%
14
Apakura Runanga Trust Board
Health5 years of data
Revenue CAGR
+126.4%
15
The Freemasons Charity
Other6 years of data
Revenue CAGR
+124.7%
16
National Squash Centre Charitable Trust
Arts & Culture6 years of data
Revenue CAGR
+124.3%
17
Clare Foundation
Health5 years of data
Revenue CAGR
+116.0%
18
Te Aute Trust Board Incorporated
Education5 years of data
Revenue CAGR
+114.8%
19
Potaka Marae
Religion6 years of data
Revenue CAGR
+114.0%
20
Hiwa Navigation Limited
Social Services6 years of data
Revenue CAGR
+114.0%

Average Revenue Growth by Sector

Average CAGR across charities with 5+ years of data in each sector. Sectors with fewer than 5 qualifying charities are excluded.

SectorAvg CAGRCharities Analysed
Environment+12.3%590
Other+10.9%592
International Aid+10.9%151
Health+10.6%3,829
Arts & Culture+10.6%3,234
Community Development+10.3%803
Education+9.7%6,122
Advocacy+8.8%84
Social Services+7.8%1,757
Religion+6.6%5,053
Animal Welfare+5.6%388
Sports & Recreation+5.5%33
Median Revenue CAGR
+5.1%
65.6% of charities growing
Median Expense CAGR
+5.3%
Expenses outpacing revenue
Growing vs Declining
14,840 / 6,478
Charities with positive vs negative CAGR

Revenue Anomalies

Charities with year-over-year revenue swings exceeding 50%. Large swings may indicate one-off grants, asset sales, reporting changes, or organisational restructuring.

CharitySectorYearBeforeAfterChange
Mohua Ventures LimitedHealth2024$12K$18.8M+155274.9%
Te Ohu Kai Moana TrustCommunity Development2024$12K$16.7M+143120.8%
University Of WaikatoEducation2023$263K$317.4M+120415.6%
Kristin School Charitable TrustEducation2024$47K$50.6M+108308.5%
Muka Tangata—People, Food, and Fibre Workforce Development CouncilEducation2025$11K$11.0M+100903.3%
Taranaki Stadium TrustArts & Culture2024$12K$10.9M+89933.5%
Rakeiwhenua TrustHealth2025$14K$6.8M+49099.0%
The General Cathedral TrustCommunity Development2023$34K$13.6M+40447.1%
Taranaki Maori Educational TrustHealth2022$55K$20.0M+36504.1%
Alison and Andrew Cochrane Charitable TrustAnimal Welfare2025$15K$4.8M+31737.9%
Mark Dunajtschik Charity LimitedHealth2026$83K$23.1M+27751.2%
Akaroa Community Health TrustHealth2026$15K$4.1M+27647.0%
Faapotopotoga Au Uso Kerisiano (Ranui Chapel)Religion2023$20K$4.6M+22957.3%
Karearea Mission TrustHealth2021$23K$5.3M+22636.5%
Te Hau Ora O Ngapuhi LimitedHealth2023$64K$14.4M+22350.7%
Potaka MaraeReligion2025$12K$2.6M+22193.7%
Te Tira Whakamātaki FoundationEnvironment2023$11K$2.2M+20846.8%
Queen Elizabeth Hospital Community TrustHealth2022$40K$8.0M+19908.8%
Navy League Canterbury Sea Cadet Charitable TrustEducation2024$21K$4.0M+19572.5%
Beck FoundationEducation2026$100K$18.6M+18500.0%

Financial data sourced from the New Zealand Charities Register annual returns. CAGR calculations require charities to have filed at least 5 annual returns. Growth rates may reflect changes in reporting scope as well as actual financial performance. 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@charitydata.co.nz.

For informational purposes only. Not investment advice.

Data as at 1 Oct 2026 · refreshed weekly from the Charities Register data we hold