New Zealand Methodist Trust Association — Religion Charity in Christchurch

New Zealand Methodist Trust Association is a Trust charity in the Religion sector, based in Christchurch, Christchurch. Annual revenue: $38.2M NZD. Financial data as at June 2025.

Mission: The Methodist Trust Association is an internal entity of the Methodist Church of New Zealand. Religious purposes

Registration Number
CC22846
Charity Type
Trust
Registration Date
2008-04-10
Status
Active
Sector
Religion
Location
Christchurch, Christchurch
Email
info@methodist.org.nz
Data as at
June 2025

Beneficiaries: Other charities, Religious groups

Financial Summary

Total Revenue
$38.2M NZD
Total Expenses
$12.9M NZD
Total Assets
$341.2M NZD
Net Assets
$1.8M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
0
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$38.2M$12.9M$1.8M
2024$22.2M$25.6M$1.7M
2023$12.2M$24.6M$333.8M
2022$21.1M$2.3M$315.1M
2021$9.8M$42.0M$320.1M
2020$11.4M$1.6M$298.9M
2019$13.6M$18.6M$300.4M
2018$14.1M$27.2M$1.8M
2017$13.8M$25.2M$282.6M
2016$14.7M$18.1M$282.5M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
David JohnstonTrustee2011-02-01

Former Officers (28)

  • Tara Tautari — Trustee
  • David Taumoepeau — Trustee
  • Jennifer Moreton — Trustee
  • Julie Adamson — Trustee
  • Richard Devereux — Trustee (departed 2020-08-07)
  • Jane Davel — Trustee (departed 2020-11-23)
  • Jane Catherine Davel — Trustee (departed 2020-11-23)
  • Stephen Walker — Executive Officer
  • Norman Johnston — Trustee (departed 2016-01-31)
  • Christopher Johnston — Trustee (departed 2014-02-01)
  • Chris Johnston — Trustee (departed 2014-02-01)
  • Michael Greer — Trustee (departed 2018-01-31)
  • David Gerard Johnston — Trustee
  • David Bush — Trustee
  • Lorraine Parker — Trustee (departed 2014-01-31)
  • Geoffrey Peak — Trustee (departed 2011-12-31)
  • Kay Kendall — Trustee (departed 2009-11-30)
  • Stanley West — Trustee (departed 2009-11-30)
  • Jack Jenner — Trustee (departed 2016-01-31)
  • David Hunt — Trustee (departed 2021-11-19)

Executive Compensation

NameRoleCompensationYear
Jennifer MoretonTrustee-2025
Julie AdamsonTrustee-2025
David JohnstonChairperson-2025
David BushTrustee-2025
Tara TautariTrustee-2025
Meleane NacagilevuTrustee-2025
David TaumoepeauTrustee-2025

Service Providers

  • Dawn Alexander
  • PKF Goldsmith Fox Audit Limited
  • Bank of New Zealand
  • Leonard Knight Limited

Similar Charities in Religion

ReligionTrust

New Zealand Methodist Trust Association

CC22846Christchurch, ChristchurchRegistered 10 Apr 2008
Data updated: 3 days ago
Financials30 Jun 2025Rating3d ago

Financial data as at June 2025. Sourced from Charities Services register.

NR
Not rated — Subsidiary of a service-delivering parent — see the parent charity's rating

This entity is registered as a charity but functions as a property, trading, or investment vehicle held by a service-delivering parent (a church, school, hospital, professional association, or similar). Its purpose is to hold or trade assets on the parent's behalf — not to deliver programs to public beneficiaries on its own books. The standard charity rating template (program-vs-administration split, reserve-months, fundraising efficiency) doesn't apply at the subsidiary level — those signals are meaningful at the parent level. A letter grade is withheld here rather than producing a misleading F driven by template-fit. Look up the parent charity by name for its rating.

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 8. 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.

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

$38.2M

Expenses

$12.9M

Assets

$341.2M

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

Subsidiary

Special Entity Type

This organization is a subsidiary or branch of a parent charity.

About

Mission

The Methodist Trust Association is an internal entity of the Methodist Church of New Zealand. Religious purposes

Who We Serve

Beneficiaries
Other charitiesReligious groups

Key Statistics

Annual Revenue
$38.2M
Total Expenses
$12.9M
Net Assets
$1.8M
Staff
0
employees
Volunteers
0

Financial Trends

Financial Trends (17 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
9.1mo
Could operate 9.1 months with zero revenue
Healthy
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

2
Score /100
Highly Concentrated
HHI: 9,822
High Concentration: 99% of revenue from Investment Income
Investment Income99.1%
Other0.9%

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

Peer Comparison

Ranked against 5 peers · Religion · $10M – $50M

Rating Score
0
#5/6
Revenue
$38.2M
#1/6
Reserve Months
0.0
#1/6
Surplus
$25.3M
#1/6
Staff Cost %
0%
#1/6

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

Rating

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

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Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC22846
Entity TypeTrust
Registered10 Apr 2008
StatusRegistered

Companies Office

Sector & Activities

Primary Sector
Religion
Activities
Provides other finance (e.g. investment funds)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: 29 September 2026.