Taranaki Retreat Trust — Social Services Charity in New Plymouth
Taranaki Retreat Trust is a Charitable Trust charity in the Social Services sector, based in New Plymouth, New Plymouth. Annual revenue: $1.4M NZD. 1 red flag detected. Financial data as at March 2026.
Mission: Taranaki Retreat is a peer-led collaborative community Mental Health & Addictions Suicide Prevention Support NGO. It is accredited by Te Kāhui Kāhu as a Social Service providing Information, advice, advocacy, sector support and development, and employment and training services. The service was formed and developed in 2014 through a community-wide co-design process, informed at every stage by Lived Experience and shaped in consultation with the Ministry of Health / Te Whatu Ora and many similar services. Taranaki Retreat responds to tāngata whai ora and whānau through self, whānau, iwi/hapū, workplace or other agency referral. Our service includes Outreach Support, Support Groups, Workshops, a Residential Support Base and a Drop-In Support Hub including Whānau Support Rooms, Creative Hub and Koha Cafe supporting whānau and individuals experiencing distress and/or hardship.
- Registration Number
- CC50829
- Charity Type
- Charitable Trust
- Registration Date
- 2014-07-14
- Status
- Active
- Sector
- Social Services
- Location
- New Plymouth, New Plymouth
- Website
- https://taranakiretreat.org.nz
- info@taranakiretreat.org.nz
- Data as at
- March 2026
Beneficiaries: Children / young people, Family / whanau, General public, Older people
Financial Summary
- Total Revenue
- $1.4M NZD
- Total Expenses
- $1.3M NZD
- Total Assets
- $1.9M NZD
- Net Assets
- $0.9M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 27
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $1.4M | $1.3M | $0.9M |
| 2025 | $1.5M | $1.3M | $0.9M |
| 2024 | $1.2M | $1.3M | $0.8M |
| 2023 | $1.0M | $1.0M | $0.8M |
| 2022 | $0.8M | $0.7M | $0.9M |
| 2021 | $0.6M | $0.5M | $0.7M |
| 2020 | $0.4M | $0.4M | $0.6M |
| 2019 | $0.4M | $0.3M | $0.6M |
| 2018 | $0.2M | $0.1M | $0.5M |
| 2017 | $0.2M | $0.0M | $0.4M |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Ngawai Hernandez-Walden | Trustee | 2026-04-15 |
Former Officers (21)
- Brad Craig — Trustee
- Richard Williams — Trustee
- Lindie Meintjes — Board Chair
- Alison Hemara-Wahanui — Trustee (departed 2026-09-16)
- Brendon Rei — Trustee (departed 2024-12-11)
- Te Hira Rain — Board-Adviser-Lived-Experience (departed 2024-04-15)
- Laura Thomas — Trustee (departed 2024-05-11)
- Leanne Blakelock — Board Adviser
- Jonathan Young — Trustee (departed 2024-06-19)
- Caroline Silk — Board Adviser (departed 2024-04-19)
- Damon Ritai — Board Chair (departed 2024-06-19)
- Grace Wesolowska — Board Adviser (departed 2024-04-12)
- Ruth Smithers — Chair (departed 2021-01-23)
- Mary Hurley — Trustee (departed 2025-10-20)
- Paul Morris — Trustee (departed 2018-03-18)
- Fiona Parkinson — Trustee (departed 2023-03-29)
- Susan Allen — Trustee
- Gary McIvey — Trustee (departed 2017-02-28)
- Timothy Allen — Trustee
- Denise Duncan — Trustee (departed 2017-01-31)
Funding Sources
- New Zealand Community Trust — $20,000
- New Zealand Community Trust — $20,000
- Lion Foundation — $10,000
- Aotearoa Gaming Foundation — $6,000
- Aotearoa Gaming Foundation — $3,790
Similar Charities in Social Services
- Kotuku Trust — Social Services
- Rauawaawa Kaumatua Charitable Trust — Social Services
- Whakaatu Whanaunga Trust — Social Services
- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
Taranaki Retreat Trust
Financial data as at March 2026. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$1.4M
$1.3M
$1.9M
27
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
Taranaki Retreat is a peer-led collaborative community Mental Health & Addictions Suicide Prevention Support NGO. It is accredited by Te Kāhui Kāhu as a Social Service providing Information, advice, advocacy, sector support and development, and employment and training services. The service was formed and developed in 2014 through a community-wide co-design process, informed at every stage by Lived Experience and shaped in consultation with the Ministry of Health / Te Whatu Ora and many similar services. Taranaki Retreat responds to tāngata whai ora and whānau through self, whānau, iwi/hapū, workplace or other agency referral. Our service includes Outreach Support, Support Groups, Workshops, a Residential Support Base and a Drop-In Support Hub including Whānau Support Rooms, Creative Hub and Koha Cafe supporting whānau and individuals experiencing distress and/or hardship.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (12 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 48 peers · Social Services · $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.
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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.
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