5-Year Financial Trends

Identify charities with sustained growth or decline across revenue, assets, and reserves

About this analysis: Growth rates use Compound Annual Growth Rate (CAGR) for charities with 5+ years of annual returns. CAGR smooths out year-to-year volatility and indicates the average annual growth rate over the entire period. Only charities with meaningful revenue (above $50K) are included in growth rankings.
Charities with 5+ Years
22,906
Of 30,573 total
Total Financial Records
162,967
Annual returns processed
Avg Years per Charity
5.3
Average annual returns filed
Years Covered
7
Financial years in dataset

Data Coverage Distribution

How many years of financial data each charity has filed. Charities with 5+ years enable meaningful trend analysis.

Under 5 years
5+ years (trend-eligible)

Charities with 5+ years of data showing the strongest compound annual revenue growth rate (CAGR). Only charities with revenue above $50K at both start and end are included.

1
Auto Stewardship New Zealand
Environment5 years of data
Revenue CAGR
+300.5%
2
Tait Contel Charitable Trust
Education5 years of data
Revenue CAGR
+251.6%
Revenue CAGR
+194.0%
4
Puketeraki Limited
Arts & Culture6 years of data
Revenue CAGR
+162.1%
5
Te Runanga o Ngati Waewae Incorporated
Community Development5 years of data
Revenue CAGR
+144.5%
6
Arahura Holding Limited
Community Development5 years of data
Revenue CAGR
+143.4%
7
Te Tira Ahu Pae Incorporated
Education5 years of data
Revenue CAGR
+138.0%
Revenue CAGR
+137.8%
9
Te Rau Ora Limited
Education7 years of data
Revenue CAGR
+136.2%
10
Kirva Trust
Social Services6 years of data
Revenue CAGR
+134.8%
11
Urenui Pa Trust
Community Development6 years of data
Revenue CAGR
+128.9%
12
The Hawthorndale Care Village Charitable Trust
Community Development5 years of data
Revenue CAGR
+128.1%
13
Apakura Runanga Trust Board
Arts & Culture5 years of data
Revenue CAGR
+126.4%
14
The Freemasons Charity
Community Development6 years of data
Revenue CAGR
+124.7%
15
National Squash Centre Charitable Trust
Sports & Recreation6 years of data
Revenue CAGR
+124.3%
16
Matawhaanui Trust
Health6 years of data
Revenue CAGR
+115.6%
17
Te Aute Trust Board Incorporated
Education5 years of data
Revenue CAGR
+114.8%
18
Potaka Marae
Community Development6 years of data
Revenue CAGR
+114.0%
19
Hiwa Navigation Limited
Health6 years of data
Revenue CAGR
+114.0%
20
mSupply Foundation
Health6 years of data
Revenue CAGR
+112.9%

Average Revenue Growth by Sector

Average CAGR across charities with 5+ years of data in each sector. Sectors with fewer than 5 qualifying charities are excluded.

SectorAvg CAGRCharities Analysed
Environment+13.1%922
Community Development+10.7%2,876
Social Services+10.4%3,105
Arts & Culture+10.0%2,550
Health+10.0%1,754
Sports & Recreation+9.1%1,727
Education+8.1%4,980
Other+7.0%180
Religion+5.6%4,404
Animal Welfare+5.2%275
International Aid+2.9%87
Advocacy+1.4%19
Median Revenue CAGR
+4.8%
65.4% of charities growing
Median Expense CAGR
+5.3%
Expenses outpacing revenue
Growing vs Declining
14,962 / 6,538
Charities with positive vs negative CAGR

Revenue Anomalies

Charities with year-over-year revenue swings exceeding 50%. Large swings may indicate one-off grants, asset sales, reporting changes, or organisational restructuring.

CharitySectorYearBeforeAfterChange
Mohua Ventures LimitedCommunity Development2024$12K$18.8M+155274.9%
Te Ohu Kai Moana TrustCommunity Development2024$12K$16.7M+143120.8%
University Of WaikatoEducation2023$263K$317.4M+120415.6%
Kristin School Charitable TrustEducation2024$47K$50.6M+108308.5%
Muka Tangata—People, Food, and Fibre Workforce Development CouncilEducation2025$11K$11.0M+100903.3%
Taranaki Stadium TrustSports & Recreation2024$12K$10.9M+89933.5%
Rakeiwhenua TrustHealth2025$14K$6.8M+49099.0%
The General Cathedral TrustReligion2023$34K$13.6M+40447.1%
Taranaki Maori Educational TrustEducation2022$55K$20.0M+36504.1%
Alison and Andrew Cochrane Charitable TrustSocial Services2025$15K$4.8M+31737.9%
Te Rau Ora LimitedEducation2026$65K$18.8M+28895.8%
Mark Dunajtschik Charity LimitedHealth2026$83K$23.1M+27751.2%
Akaroa Community Health TrustHealth2026$15K$4.1M+27647.0%
Faapotopotoga Au Uso Kerisiano (Ranui Chapel)Religion2023$20K$4.6M+22957.3%
Karearea Mission TrustReligion2021$23K$5.3M+22636.5%
Te Hau Ora O Ngapuhi LimitedHealth2023$64K$14.4M+22350.7%
Potaka MaraeCommunity Development2025$12K$2.6M+22193.7%
Te Tira Whakamātaki FoundationEnvironment2023$11K$2.2M+20846.8%
Queen Elizabeth Hospital Community TrustHealth2022$40K$8.0M+19908.8%
Navy League Canterbury Sea Cadet Charitable TrustEducation2024$21K$4.0M+19572.5%

Financial data sourced from the New Zealand Charities Register annual returns. CAGR calculations require charities to have filed at least 5 annual returns. Growth rates may reflect changes in reporting scope as well as actual financial performance. View data sources & methodology

Data sourced from Charities Services register and annual returns. Our datasets may not be complete. Automated analysis can produce errors. 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.

Data as at 9 Nov 2026 · refreshed weekly from the Charities Register data we hold