Whanganui Enterprises Trust — Health Charity in Whanganui

Whanganui Enterprises Trust is a Trust charity in the Health sector, based in Whanganui, Whanganui. Annual revenue: $1.4M NZD. Financial data as at June 2025.

Mission: To provide education, training, community development, rehabilitation and employment for people with disabilities or barriers to employment

Registration Number
CC27225
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Health
Location
Whanganui, Whanganui
Email
accounts@fivestar.org.nz
Data as at
June 2025

Beneficiaries: People with disabilities

Financial Summary

Total Revenue
$1.4M NZD
Total Expenses
$1.3M NZD
Total Assets
$0.9M NZD
Net Assets
$0.7M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
26
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.4M$1.3M$0.7M
2024$1.1M$1.3M$0.6M
2023$1.5M$1.6M$0.8M
2022$1.6M$1.7M$1.0M
2021$1.4M$1.4M$1.0M
2020$1.3M$1.3M$1.1M
2019$1.3M$1.3M$1.1M
2018$1.3M$1.3M$1.1M
2017$1.0M$1.0M$1.0M
2016$1.6M$0.9M$1.0M

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Roderick TrottTrustee2023-09-08
Peter RobinsonTrustee1979-08-14

Former Officers (2)

  • Peter Cadogen — Trustee (departed 2023-09-08)
  • John Keesing — Trustee (departed 2023-09-08)

Funding Sources

  • Four Regions Trust — $15,000
  • Four Regions Trust — $10,000
  • Grassroots Trust Central Limited — $1,856.43

Similar Charities in Health

HealthTrust

Whanganui Enterprises Trust

CC27225Whanganui, WhanganuiRegistered 30 Jun 2008
Data updated: 3 days ago
Financials30 Jun 2025Rating3d ago

Financial data as at June 2025. 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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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

$1.4M

Expenses

$1.3M

Assets

$910.5K

Staff

26

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

Funded By

Registered charities that have funded this organisation.

About

Mission

To provide education, training, community development, rehabilitation and employment for people with disabilities or barriers to employment

Who We Serve

Beneficiaries
People with disabilities

Key Statistics

Annual Revenue
$1.4M
Total Expenses
$1.3M
Net Assets
$703.5K
Staff
26
employees

Financial Trends

Financial Trends (17 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
1.6mo
Could operate 1.6 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

29
Score /100
Highly Concentrated
HHI: 7,051
High Concentration: 83% of revenue from Other
Other82.5%
Government Grants15.5%
Investment Income2.0%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
0
#39/68
Revenue
$1.4M
#49/68
Reserve Months
0.0
#1/68
Surplus
$124K
#39/68
Staff Cost %
47%
#68/68

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

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

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Contact Details

Address
Whanganui, Whanganui

Registration

Registration NumberCC27225
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated11 Dec 1979
Registered office
41 London Street, Whanganui

Sector & Activities

Primary Sector
Health
Activities
Provides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)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: 29 September 2026.