Stepping Stones Recovery Trust — Health Charity in Auckland

Stepping Stones Recovery Trust is a Trust charity in the Health sector, based in Auckland, Auckland. Annual revenue: $0.8M NZD. Financial data as at March 2015.

Mission: To implement and establish throughout the country all forms of counselling, therapy, rehabilitation and ongoing education and to supply the needs of, and render assistance to, alcoholics and drug addicts, those with chemical dependencies, addictions and particular needs, and their families. In addition to supply the needs of, and render assistance to sick, aged and infirm persons, and their families. They promote, assist and aid any project or research having for its object the relief, assistance, treatment or alleviation of any addiction or dependency.

Registration Number
CC24907
Charity Type
Trust
Registration Date
2008-05-26
Status
Active
Sector
Health
Location
Auckland, Auckland
Email
reception@theretreatnz.org.nz
Data as at
March 2015

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People of a certain ethnic / racial origin, People with disabilities, Other - All

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.9M NZD
Total Assets
$0.1M NZD
Net Assets
$-0.2M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
13
Volunteers
22
Financial Year End
2015-03-31

Financial History

YearRevenueExpensesNet Assets
2015$0.8M$0.9M$-0.2M
2014$0.7M$0.8M$-0.1M
2013$0.1M$0.1M$-0.0M
2012$0.0M$0.1M$-0.0M
2011$0.1M$0.0M$0.1M
2010$0.1M$0.0M$0.1M
2009$0.1M$0.1M$0.0M

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Janet ThompsonCeo and Director2025-04-01
John ApplebyDirector and Trustee2025-04-01

Former Officers (8)

  • Peter Webb — Director and Trustee (departed 2022-04-08)
  • Roger Green — Trustee (departed 2025-06-21)
  • Russell Dyson — Accountant (departed 2019-01-18)
  • David Gibson — Director and Trustee (departed 2019-05-14)
  • Michael Beazley — Chair (departed 2011-11-02)
  • Robert Myers — Trustee (departed 2011-11-11)
  • John Tripe — Director and Trustee (departed 2023-03-31)
  • Donald Graham — Trustee (departed 2008-10-24)

Reporting Group Members

Stepping Stones Recovery Trust files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Health

HealthTrust

Stepping Stones Recovery Trust

CC24907Auckland, AucklandRegistered 26 May 2008
Data updated: 5 days ago
Financials31 Mar 2015Rating2d ago

Financial data as at March 2015. Sourced from Charities Services register.

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$843.3K

Expenses

$944.8K

Assets

$114.8K

Staff

13

Financial data from Charities Services annual return (FY2015). Ratings calculated using CharityData v3.1.1 methodology.

Part of a reporting group. Stepping Stones Recovery Trust files its annual return under the consolidated return filed by The New Zealand Retreat (Auckland) Limited. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.

About

Mission

To implement and establish throughout the country all forms of counselling, therapy, rehabilitation and ongoing education and to supply the needs of, and render assistance to, alcoholics and drug addicts, those with chemical dependencies, addictions and particular needs, and their families. In addition to supply the needs of, and render assistance to sick, aged and infirm persons, and their families. They promote, assist and aid any project or research having for its object the relief, assistance, treatment or alleviation of any addiction or dependency.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peoplePeople of a certain ethnic / racial originPeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$843.3K
Total Expenses
$944.8K
Net Assets
$-200.9K
Staff
13
employees
Volunteers
22

Financial Trends

Financial Trends (7 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0.4mo
Could operate 0.4 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

11
Score /100
Highly Concentrated
HHI: 8,872
High Concentration: 94% of revenue from Other
Other94.0%
Donations6.0%

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
$843K
#13/158
Reserve Months
0.0
#1/158
Surplus
$-102K
#149/158
Staff Cost %
0%
#1/158

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
0
Transparency
0
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC24907
Entity TypeTrust
Registered26 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated29 Aug 2006
Registered office
666 Gt South Road, Ellerslie, Auckland

Sector & Activities

Primary Sector
Health
Activities
Provides 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.

Reporting Group — Consolidated Annual Return

Stepping Stones Recovery Trust is one of 2 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.