The New Plymouth & Districts' Returned and Services' Association Incorporated — Education Charity in New Plymouth

The New Plymouth & Districts' Returned and Services' Association Incorporated is a Trust charity in the Education sector, based in New Plymouth, New Plymouth. CharityData rates this charity C (63.4/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: To preserve the comradeship born of service and to promote the general welfare of servicemen and former servicemen, their respective dependants and the former dependants of deceased servicemen or ex-servicemen. The New Plymouth & Districts' Returned and Services' Association Inc maintains a separate Poppy Trust account for public funds collected on Poppy day. Eligibility for Poppy Trust grants is for Returned and service personnel, their dependents and families, regardless of whether they are members of an RSA or not. The trust shall be applied by the Trustees exclusively for charitable purposes within New Zealand for (a) for the welfare of returned and service people and their dependents (b) in the event the RNZRSA determines that funds raised in connection with the RSA Poppy can be used for the needs or welfare of returned and service personnel, their dependents, the relief of poverty, the advancement of education or religion, or such other charitable purposes within New Zealand.

Registration Number
CC53098
Charity Type
Trust
Registration Date
2019-10-01
Status
Active
CharityData Rating
C (63.4/100)
Sector
Education
Location
New Plymouth, New Plymouth
Email
newplymouthrsa@xtra.co.nz
Data as at
June 2025

Beneficiaries: General public, Older people

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.4M NZD
Net Assets
$0.3M NZD
Reserve Months
18.3 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.3M
2024$0.1M$0.1M$1.4M
2023$0.1M$0.1M$0.3M
2022$0.0M$0.0M$0.3M
2021$0.1M$0.1M$0.3M
2020$0.0M$0.1M$0.3M
2019$0.1M$0.1M$0.4M

CharityData Rating

Overall Grade
C
Overall Score
63.4/100
Financial Score
65.5
Governance Score
75
Transparency Score
65
Program Spending Ratio
0.4%

Red Flags

  • Holding 18.3 months of expenses in reserves ($0.3M) — above the 18-month threshold (within 12 months of threshold). On its own, holding high reserves cannot take a CharityData grade below C, so this grade was held at that level

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Michael WilliamsTreasurer/-Executive-Member-Trustee-Poppy-Trust-Trustee-Support-Trust2026-03-16
Penelope WilliamsExecutive-Committee-Member-Trustee-Poppy-Trust-Trustee-Nprsa-Support-Trust2026-03-01
Michael FabishExecutive Committee Member Nprsa2024-11-30
Craig TaylorExecutive Committee Member Nprsa2024-11-30
Leon KovaleskiExecutive Committee Member2023-11-25
Roderick EhrhornPoppy Trust Trustee2022-12-12
Graham ChardPoppy Trust Trustee2022-12-12
Stephen BonePoppy Trust Trustee2022-12-12
Helen LoneyExecutive Committee Member2020-11-21

Former Officers (23)

  • Janet Delaney — Honorary Treasurer (departed 2026-03-16)
  • Ronald Prichard — Welfare Officer (departed 2025-11-22)
  • Peter Kendrick — Honorary Treasurer Poppy Trust (departed 2025-11-22)
  • Gary Holswich — Poppy Trust Trustee (departed 2024-11-30)
  • Anthony Kivell — Executive Committee Member (departed 2024-11-30)
  • Andrew Daley — Executive Committee Member (departed 2022-07-11)
  • Denise Wood — Executive Committee Member (departed 2020-11-22)
  • Karen Chard — Executive Committee Member (departed 2022-11-19)
  • Peter Dobson — Executive Committee Member (departed 2023-11-25)
  • Bryan Benton — Executive Committee Member (departed 2020-07-07)
  • Mervyn Martin — Executive Committee Member (departed 2021-12-04)
  • Helen Holswich — Executive Committee (departed 2024-11-30)
  • Hamuora Kinera — Junior Vice President (departed 2022-11-19)
  • Trevor Wylde — Executive Committee Member (departed 2020-11-21)
  • Graeme Lowe — Executive Committee Member (departed 2019-11-17)
  • Russell Brown — Executive Member (departed 2018-11-17)
  • Brian Inns — Executive Member (departed 2016-11-12)
  • Anthony House — Vice President (departed 2016-11-12)
  • Gavin Bennett — Executive Committee (departed 2016-11-12)
  • Eric Schwass — Committee Member (departed 2016-11-12)

Similar Charities in Education

EducationTrust

The New Plymouth & Districts' Returned and Services' Association Incorporated

CC53098New Plymouth, New PlymouthRegistered 1 Oct 2019
Data updated: 3 days ago
Financials30 Jun 2025Rating2d ago

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

C
63/100
Financial
66
Governance
75
Transparency
65
Revenue

$93.6K

Expenses

$79.4K

Assets

$375.3K

Staff

1

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

1 red flag identified- Review the Rating tab for details

About

Mission

To preserve the comradeship born of service and to promote the general welfare of servicemen and former servicemen, their respective dependants and the former dependants of deceased servicemen or ex-servicemen. The New Plymouth & Districts' Returned and Services' Association Inc maintains a separate Poppy Trust account for public funds collected on Poppy day. Eligibility for Poppy Trust grants is for Returned and service personnel, their dependents and families, regardless of whether they are members of an RSA or not. The trust shall be applied by the Trustees exclusively for charitable purposes within New Zealand for (a) for the welfare of returned and service people and their dependents (b) in the event the RNZRSA determines that funds raised in connection with the RSA Poppy can be used for the needs or welfare of returned and service personnel, their dependents, the relief of poverty, the advancement of education or religion, or such other charitable purposes within New Zealand.

Who We Serve

Beneficiaries
General publicOlder people

Key Statistics

Annual Revenue
$93.6K
Total Expenses
$79.4K
Net Assets
$294.4K
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (7 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
43c
For every $1 spent, 43c reaches programs
Needs attention
Sustainability
18.3mo
Could operate 18.3 months with zero revenue
Healthy
Fundraising Cost
$0.08
Costs $0.08 to raise each $1 in donations
Efficient

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

53
Score /100
Concentrated
HHI: 4,731
Other64.0%
Donations23.2%
Investment Income9.1%
Trading / Services3.8%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
63
#60/330
Revenue
$94K
#6/330
Reserve Months
18.3
#1/330
Surplus
$14K
#37/330
Staff Cost %
43%
#330/330

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

Rating

C
Score: 63.4/100
Financial
65.5
Governance
75
Transparency
65
Why this grade: Financial 66 × 40% + Governance 75 × 60% = 71 → 63 after red-flag penalties → C.
View Full Score Breakdown

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Contact Details

Address
New Plymouth, New Plymouth

Registration

Registration NumberCC53098
Entity TypeTrust
Registered1 Oct 2019
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated15 Feb 1917
Registered office
55 Gill Street, New Plymouth, New Plymouth, 4310

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)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.