The New Zealand Retreat (Auckland) Limited — Health Charity in Warkworth

The New Zealand Retreat (Auckland) Limited is a Trust charity in the Health sector, based in Warkworth, Warkworth. Annual revenue: $0.8M NZD. Financial data as at March 2015.

Mission: To implement and establish all forms of counselling, therapy, rehabilitation and ongoing education and to render assistance to, alcoholics and drug addicts.

Registration Number
CC49550
Charity Type
Trust
Registration Date
2013-08-23
Status
Active
Sector
Health
Location
Warkworth, Warkworth
Email
info@theretreatnz.org.nz
Data as at
March 2015

Beneficiaries: Children / young people, Family / whanau, People with disabilities, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.9M NZD
Total Assets
$0.0M 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

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (13)

  • John Appleby — Director
  • Troy Tindill — Director
  • Peter Webb — Trustee and Director (departed 2022-04-08)
  • Janet Thompson — Director/ceo
  • John Tripe — Director and Trustee (departed 2023-03-31)
  • Russell Dyson — Trustee (departed 2016-04-01)
  • David Gibson — Director and Trustee (departed 2019-05-14)
  • Argus Fletcher — Director (departed 2016-04-01)
  • John Trife — Director and Trustee (departed 2018-03-31)
  • Nigel Lawry — Director (departed 2016-04-01)
  • Edward Aster — Director (departed 2016-04-01)
  • Martin McFadyen — Director (departed 2016-04-01)
  • Roger Green — Trustee (departed 2018-05-28)

Funding Sources

  • Grassroots Trust Limited — $98,587
  • Pub Charity Limited — $44,000
  • The North and South Trust Limited — $25,000

Reporting Group Members

The New Zealand Retreat (Auckland) Limited files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Health

HealthTrust

The New Zealand Retreat (Auckland) Limited

CC49550Warkworth, WarkworthRegistered 23 Aug 2013
Data updated: 5 days ago
Financials31 Mar 2015Rating2d ago

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

NR
Not rated — Last filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

How ratings work →

Reasons to look carefully (2)

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 3. 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.
  • Shared trustees with reporting-group siblings
    2 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

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

$801.8K

Expenses

$903.4K

Assets

$26.1K

Staff

13

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

Reporting group parent. The New Zealand Retreat (Auckland) Limited files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.

Show member charities (1)

About

Mission

To implement and establish all forms of counselling, therapy, rehabilitation and ongoing education and to render assistance to, alcoholics and drug addicts.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauPeople with disabilitiesVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$801.8K
Total Expenses
$903.4K
Net Assets
$-178.9K
Staff
13
employees
Volunteers
22

Financial Trends

Financial Trends (2 Years)

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0.3mo
Could operate 0.3 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Other
Other100.0%

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
$802K
#15/158
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
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Warkworth, Warkworth

Registration

Registration NumberCC49550
Entity TypeTrust
Registered23 Aug 2013
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated29 Jun 2007
Company #1950843
Registered office
79 Thompson Road, Warkworth, 0981

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsProvides services (e.g. care / counselling)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: 28 September 2026.

Reporting Group — Consolidated Annual Return

The New Zealand Retreat (Auckland) Limited 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.