EquiPotential NZ Incorporated — Health Charity in Hamilton

EquiPotential NZ Incorporated is a Trust charity in the Health sector, based in Hamilton, Hamilton. Annual revenue: $0.3M NZD. Financial data as at December 2025.

Mission: Our purpose is to enable participants from all over the Waikato to be actively engaged in their learning through completing tasks and activities associated with horsemanship and therapeutic horse riding. Our programmes provide transferable skills to participants which improve their quality of life and enhance learning and meaningful participation in all aspects of their lives within the community. We provide a diverse range of programmes to meet the current needs of our community. Aligning fully with our vision and goals we offer a range of alternative programmes for all people that can benefit from time at EquiPotential.

Registration Number
CC41454
Charity Type
Trust
Registration Date
2009-07-20
Status
Active
Sector
Health
Location
Hamilton, Hamilton
Email
info@equipotential.nz
Data as at
December 2025

Beneficiaries: Children / young people, Family / whanau, People with disabilities

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.3M NZD
Total Assets
$0.8M NZD
Net Assets
$0.8M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.3M$0.8M
2024$0.3M$0.4M$0.7M
2023$0.4M$0.4M$0.8M
2022$0.4M$0.4M$0.8M
2021$0.4M$0.3M$0.8M
2020$0.2M$0.2M$0.7M
2019$0.3M$0.2M$0.7M
2018$0.2M$0.2M$0.6M
2017$0.2M$0.2M$0.6M
2016$0.2M$0.2M$0.6M

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Albertus (Altus) van AsTreasurer2025-05-01
Steven MooreVice President2023-04-26

Former Officers (6)

  • Daryl Smith — Vice President (departed 2023-04-03)
  • Jeanette Dyer — Secretary (departed 2025-05-01)
  • Kathleen Shepard — President (departed 2024-12-31)
  • Patricia Strang — President (departed 2014-04-01)
  • Bevan Bradding — President (departed 2012-05-21)
  • James Keyte — President (departed 2020-06-14)

Funding Sources

  • Lion Foundation — $18,200
  • The Lion Foundation — $7,000

Similar Charities in Health

HealthTrust

EquiPotential NZ Incorporated

CC41454Hamilton, HamiltonRegistered 20 Jul 2009
Data updated: 2 days ago
Financials9mo agoRating2d ago

Financial data as at December 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 structure
    2 current officers 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. Methodology: /about/methodology/concern-signals.

Revenue

$346.0K

Expenses

$258.9K

Assets

$800.9K

Staff

3

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

Our purpose is to enable participants from all over the Waikato to be actively engaged in their learning through completing tasks and activities associated with horsemanship and therapeutic horse riding. Our programmes provide transferable skills to participants which improve their quality of life and enhance learning and meaningful participation in all aspects of their lives within the community. We provide a diverse range of programmes to meet the current needs of our community. Aligning fully with our vision and goals we offer a range of alternative programmes for all people that can benefit from time at EquiPotential.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauPeople with disabilities

Key Statistics

Annual Revenue
$346.0K
Total Expenses
$258.9K
Net Assets
$793.3K
Staff
3
employees

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based 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
2.8mo
Could operate 2.8 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

4
Score /100
Highly Concentrated
HHI: 9,569
High Concentration: 98% of revenue from Other
Other97.8%
Donations2.0%
Trading / Services0.2%
Investment Income0.1%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 157 peers · Health · $100K – $1M

Rating Score
0
#39/158
Revenue
$346K
#63/158
Reserve Months
0.0
#1/158
Surplus
$87K
#27/158
Staff Cost %
65%
#158/158

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC41454
Entity TypeTrust
Registered20 Jul 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated5 May 2009
Registered office
1340 Pukete Road, Rd 8 Pukete, Hamilton, 3200

Sector & Activities

Primary Sector
Health
Activities
Other - Acts an Umbrella body

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: 28 September 2026.