Whenua Iti Trust Incorporated — Education Charity in Upper Moutere

Whenua Iti Trust Incorporated is a Trust charity in the Education sector, based in Upper Moutere, Upper Moutere. CharityData rates this charity C- (57.5/100). Annual revenue: $3.7M NZD. Financial data as at December 2025.

Mission: Experiential learning inspiring positive change in individuals and communities.

Registration Number
CC10134
Charity Type
Trust
Registration Date
2007-04-02
Status
Active
CharityData Rating
C- (57.5/100)
Sector
Education
Location
Upper Moutere, Upper Moutere
Email
info@whenuaiti.org.nz
Data as at
December 2025

Beneficiaries: Children / young people, Family / whanau, General public, People with disabilities, Other - All

Financial Summary

Total Revenue
$3.7M NZD
Total Expenses
$3.6M NZD
Total Assets
$1.4M NZD
Net Assets
$0.7M NZD
Reserve Months
0.7 months of operating expenses
Staff Count
29
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$3.7M$3.6M$0.7M
2024$3.0M$3.3M$0.1M
2023$3.6M$3.6M$0.9M
2022$2.4M$2.7M$0.8M
2021$2.6M$2.4M$1.2M
2020$2.0M$1.8M$1.1M
2019$1.7M$1.7M$0.9M
2018$1.4M$1.5M$0.9M
2017$1.3M$1.3M$1.0M
2016$1.2M$1.2M$1.0M

CharityData Rating

Overall Grade
C-
Overall Score
57.5/100
Financial Score
50
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Alena VisserBoard Administrator2026-06-01
Melonie SheppardTrustee2026-05-25
Shaaron JamesTrustee2026-04-28
Arthur GravesChair2025-09-19
Tanya McMurtrieTrustee2025-06-23
Eli Grace-WebbTrustee2021-06-30
Cheryl HetaTrustee2018-10-29
David RossTrustee2018-04-16
Philippa LynchChair2016-01-01

Former Officers (27)

  • Matthew Boggs — Truste (departed 2026-01-26)
  • Amy Dalton — Trustee (departed 2025-05-26)
  • Michelle Brassil — Trustee (departed 2023-04-26)
  • Tiegan Maru — Trustee (departed 2023-03-27)
  • Gareth Wheeler — Trustee (departed 2023-01-30)
  • Nicola Bensemann — Secretary (departed 2024-03-04)
  • Lisa Dunn — Trustee (departed 2023-05-01)
  • Phil Sharpin — Trustee (departed 2026-02-23)
  • Jeannette Bent — Trustee (departed 2021-08-31)
  • Olivia van Vuyt — Committee Member/treasurer (departed 2017-09-25)
  • Claire Webster — Trustee (departed 2021-04-12)
  • Alistair Rynn — Trustee (departed 2015-12-31)
  • Denise Cresswell — Committee Member (departed 2016-12-31)
  • Tom Speers — Trustee (departed 2018-08-28)
  • Jeanette Bent — Secretary (departed 2011-08-31)
  • Craig Wilson — Trustee (departed 2009-09-21)
  • Rod Markham — Trustee/treasurer (departed 2019-04-29)
  • Penelope Molnar — Trustee (departed 2016-12-31)
  • Jurgen Rienhoff — Trustee (departed 2008-02-19)
  • Colin Hosking — Trustee (departed 2007-04-26)

Funding Sources

  • New Zealand Community Trust — $21,583.13
  • Pub Charity Limited — $13,978.39
  • The Lion Foundation — $6,300
  • Mainland Foundation Limited — $4,559
  • Trillian Trust Limited — $2,500

Similar Charities in Education

EducationTrust

Whenua Iti Trust Incorporated

CC10134Upper Moutere, Upper MoutereRegistered 2 Apr 2007
Data updated: 2 days ago
Financials9mo agoRating2d ago

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

C-
58/100
Financial
50
Governance
75
Transparency
65
Revenue

$3.7M

Expenses

$3.6M

Assets

$1.4M

Staff

29

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

About

Mission

Experiential learning inspiring positive change in individuals and communities.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicPeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$3.7M
Total Expenses
$3.6M
Net Assets
$661.7K
Staff
29
employees

Financial Trends

Financial Trends (19 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
0.7mo
Could operate 0.7 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

40
Score /100
Concentrated
HHI: 5,966
Other73.4%
Government Grants23.9%
Donations2.7%
Investment Income0.0%

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

Peer Comparison

Ranked against 37 peers · Education · $1M – $10M

Rating Score
58
#23/38
Revenue
$3.7M
#9/38
Reserve Months
0.7
#1/38
Surplus
$96K
#22/38
Staff Cost %
73%
#38/38

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

Rating History

C-
2025
Score: 57.5
Financial: 50 | Governance: 75 | Transparency: 65
Current
C-
2024
Score: 57.5
Financial: 50 | Governance: 75 | Transparency: 65

Rating

C-
Score: 57.5/100
Financial
50
Governance
75
Transparency
65
Why this grade: Financial 50 × 40% + Governance 75 × 60% = 65 → 58 after red-flag penalties → C-.
View Full Score Breakdown

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Contact Details

Address
Upper Moutere, Upper Moutere

Registration

Registration NumberCC10134
Entity TypeTrust
Registered2 Apr 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated2 Dec 1986
Registered office
375 Main Road Lower Moutere Tasman District 7175, Upper Moutere

Sector & Activities

Primary Sector
Education
Activities
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.