St. Isaac's Retreat House Trust — Religion Charity in Kaikohe

St. Isaac's Retreat House Trust is a Trust charity in the Religion sector, based in Kaikohe, Kaikohe. Annual revenue: $0.2M NZD. Financial data as at March 2026.

Mission: A place of prayer that offers a daily rhythm of Christian community Morning & Evening Prayer based on the Divine Office (Prayer of the Church), with Eucharist celebrated mid week. A place of simple hospitality, silence and encouragement to enter into communion with the Divine through contemplation and being at one with the natural surrounds of bush and farmland in South Hokianga. A welcoming place for all searching to know God and themselves: koha based; A place respecting the customs and language of te Tangata Whenua.

Registration Number
CC29480
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Religion
Location
Kaikohe, Kaikohe
Data as at
March 2026

Beneficiaries: General public, Religious groups

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.2M$0.1M-
2025$0.1M$0.1M-
2024$0.1M$0.1M$3.2M
2023$0.1M$0.1M$3.0M
2022$0.1M$0.1M$3.2M
2021$0.1M$0.1M$0.5M
2020$0.1M$0.1M$3.0M
2019$0.1M$0.1M$3.1M
2018$0.1M$0.1M$0.7M
2017$0.1M$0.1M$2.9M

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Sarah HartTrustee2025-06-21
Karen SturgeTrustee2020-01-28
Hiku CherringtonTrustee2018-03-03
David WilliamsTrustee2007-12-01

Former Officers (6)

  • Yvonne Nees — Trustee (departed 2019-11-30)
  • Roger Wyatt — Trustee (departed 2025-03-29)
  • John Blyth — Trustee (departed 2017-05-02)
  • Mary Ferrier — Trustee (departed 2010-06-17)
  • Katene Eruera — Trustee (departed 2012-07-21)
  • Mary Maitland — Trustee (departed 2015-11-28)

Similar Charities in Religion

ReligionTrust

St. Isaac's Retreat House Trust

CC29480Kaikohe, KaikoheRegistered 30 Jun 2008
Data updated: 4 days ago
Financials6mo agoRating2d ago

Financial data as at March 2026. 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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. 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

$159.7K

Expenses

$123.8K

Staff

3

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

A place of prayer that offers a daily rhythm of Christian community Morning & Evening Prayer based on the Divine Office (Prayer of the Church), with Eucharist celebrated mid week. A place of simple hospitality, silence and encouragement to enter into communion with the Divine through contemplation and being at one with the natural surrounds of bush and farmland in South Hokianga. A welcoming place for all searching to know God and themselves: koha based; A place respecting the customs and language of te Tangata Whenua.

Who We Serve

Beneficiaries
General publicReligious groups

Key Statistics

Annual Revenue
$159.7K
Total Expenses
$123.8K
Net Assets
-
Staff
3
employees

Financial Trends

Financial Trends (18 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
24.2mo
Could operate 24.2 months with zero revenue
Over-capitalized
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

22
Score /100
Highly Concentrated
HHI: 7,753
High Concentration: 87% of revenue from Investment Income
Investment Income87.1%
Donations12.9%

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

Peer Comparison

Ranked against 198 peers · Religion · $100K – $1M

Rating Score
0
#38/199
Revenue
$160K
#151/199
Reserve Months
0.0
#1/199
Surplus
$36K
#87/199
Staff Cost %
24%
#199/199

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65
Current
C+
2025
Score: 69.5
Financial: 100 | Governance: 65 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Kaikohe, Kaikohe

Registration

Registration NumberCC29480
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated6 Dec 2024
Registered office
19 Malcolm Calder Road, Hobsonville, Auckland

Sector & Activities

Primary Sector
Religion
Activities
Provides buildings / facilities / open spaceProvides religious services / activitiesProvides services (e.g. care / counselling)

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.