Matea Trust — Community Development Charity in Albany
Matea Trust is a Trust charity in the Community Development sector, based in Albany, Albany. Annual revenue: $1.2M NZD. Financial data as at March 2026.
Mission: to provide quality residential care and vocational opportunities to intellectually disabled persons, to assist them attain their highest level of independence and self-growth
- Registration Number
- CC11332
- Charity Type
- Trust
- Registration Date
- 2007-10-10
- Status
- Active
- Sector
- Community Development
- Location
- Albany, Albany
- fleur@mateatrust.co.nz
- Data as at
- March 2026
Beneficiaries: People with disabilities
Financial Summary
- Total Revenue
- $1.2M NZD
- Total Expenses
- $1.0M NZD
- Total Assets
- $1.7M NZD
- Net Assets
- $1.5M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 7
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $1.2M | $1.0M | $1.5M |
| 2025 | $1.1M | $0.9M | $1.3M |
| 2024 | $1.1M | $0.9M | $1.1M |
| 2023 | $0.9M | $0.8M | $1.0M |
| 2022 | $0.9M | $0.7M | $0.9M |
| 2021 | $0.9M | $0.7M | $0.7M |
| 2020 | $0.7M | $0.7M | $0.5M |
| 2019 | $0.5M | $0.7M | $0.5M |
| 2018 | $0.6M | $0.7M | $0.7M |
| 2017 | $0.6M | $0.7M | $0.8M |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Janine Morton | Trustee | 2025-11-16 |
| Everard Allison | Trustee | 2024-04-23 |
| Karen Hellyer | Trustee | 2018-05-01 |
| Grant Askew | Trustee | 2017-06-20 |
| John Turrall | Chair | 2013-03-31 |
Former Officers (16)
- Denise Kent — Trustee (departed 2023-11-03)
- Rosanne McHugh — Trustee (departed 2025-03-26)
- Stuart Spackman — Trustee (departed 2021-12-06)
- William Mackay — Trustee (departed 2018-04-28)
- Robyn Bellette — Trustee (departed 2015-07-02)
- Warren Spencer — Trustee (departed 2015-10-30)
- Andrew Mcneil — Trustee (departed 2021-12-06)
- Wayne Gracie — Trustee (departed 2010-10-11)
- Lars Molving — Trustee (departed 2009-08-30)
- James Ashwood Bacon — Chair (departed 2008-04-22)
- Judith Leighton — Trustee (departed 2012-02-14)
- Selwyn James Powell — Trustee (departed 2014-06-30)
- Hazel Mary Saunders — Trustee (departed 2012-04-01)
- Robert Alexander Thompson — Trustee (departed 2018-04-28)
- Paul Anthony White — Trustee (departed 2017-12-05)
- Valerie Eve Bacon — Trustee (departed 2008-04-22)
Funding Sources
- Pub Charity Limited — $29,231.43
Similar Charities in Community Development
- Bays Community Housing Trust — Community Development
- Rangiura Trust Board — Community Development
- MPHS Community Trust — Community Development
- Otangarei Papakainga Limited — Community Development
- Community Of Refuge Trust — Community Development
Matea Trust
Financial data as at March 2026. 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 →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.
- Government-funding concentration87% of latest-year revenue came from government grants — single-stream dependency
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.
$1.2M
$992.7K
$1.7M
7
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
to provide quality residential care and vocational opportunities to intellectually disabled persons, to assist them attain their highest level of independence and self-growth
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 54 peers · Community Development · $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.
Rating History
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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: 29 September 2026.
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