Enrich+ Services Trust — Health Charity in Te Awamutu

Enrich+ Services Trust is a Trust charity in the Health sector, based in Te Awamutu, Te Awamutu. CharityData rates this charity B (76.5/100). Annual revenue: $8.7M NZD. 1 red flag detected. Financial data as at June 2024.

Mission: The purposes of the Trust are to support those persons who by reason of physical or intellectual impairment or mental health disorder are unable to follow a vocation, or to obtain employment, or to enjoy full quality of life, by assisting them, with the participation of that community, to become full, contributing, and valued members of their community by way of providing employment, other real work opportunities, and other meaningful activities.

Registration Number
CC23554
Charity Type
Trust
Registration Date
2008-04-28
Status
Active
CharityData Rating
B (76.5/100)
Sector
Health
Location
Te Awamutu, Te Awamutu
Website
http://www.enrichplus.org.nz
Email
accounts@enrichplus.org.nz
Data as at
June 2024

Beneficiaries: General public, People with disabilities

Financial Summary

Total Revenue
$8.7M NZD
Total Expenses
$8.7M NZD
Total Assets
$14.4M NZD
Net Assets
$9.9M NZD
Reserve Months
1.1 months of operating expenses
Staff Count
66
Volunteers
0
Financial Year End
2024-06-30

Financial History

YearRevenueExpensesNet Assets
2024$8.7M$8.7M$9.9M
2023$0.7M$1.4M$-0.7M
2022$9.0M$1.9M$-1.6M
2021$8.9M$1.3M$0.4M
2020$7.5M$1.2M$-0.3M
2019$7.0M$0.8M$2.4M
2018$5.6M$5.8M$1.7M
2017$4.9M$5.1M$1.4M
2016$5.4M$0.5M$1.8M
2015$6.4M$5.7M$2.5M

CharityData Rating

Overall Grade
B
Overall Score
76.5/100
Financial Score
100
Governance Score
55
Transparency Score
85

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Frances OliverTrustee2026-02-24
Claire van der MostTrustee2023-07-30
Paul BennettTrustee2011-10-31
Simon LockwoodTrustee2011-10-31

Former Officers (24)

  • Donna Rawlings — Executive Leader Finance (departed 2021-09-17)
  • Karen Scott — CEO (departed 2024-04-26)
  • Shelley Campbell — Trustee (departed 2021-09-30)
  • Maree Haddon — Trustee (departed 2025-10-08)
  • Andrew Johnson — Trustee (departed 2022-08-09)
  • Scott Ratuki — Trustee (departed 2023-02-07)
  • Paula Baker — Trustee (departed 2017-11-24)
  • Amour Louwrens — Business Management Executive Leader (departed 2018-08-07)
  • Amour de Nicolo — Business Management Executive Leader (departed 2019-05-07)
  • Carol Hamilton — Trustee (departed 2013-10-31)
  • Wayne Walford — Trustee (departed 2013-02-28)
  • Frances Hughes — Trustee (departed 2012-02-22)
  • Wendy Becker — CEO (departed 2019-05-01)
  • Raywin Balderston — Trustee (departed 2017-10-27)
  • Mark Brown — Trustee (departed 2013-04-23)
  • Pauline Wrigley — Trustee (departed 2011-10-31)
  • Caroline Barnes — Trustee (departed 2016-10-27)
  • Kataraina Hodge — Trustee (departed 2015-09-03)
  • Tom Barratt — Trustee (departed 2011-10-31)
  • Alison Hooker — Trustee (departed 2009-10-28)

Executive Compensation

NameRoleCompensationYear
Senior Executive Officers (aggregate)Key Management Personnel$929,020-
Senior Executive Officers (aggregate)Key Management Personnel$929,0202024
Members of the Governing Body (aggregate)Board/Trustees$88,915-
Members of the Governing Body (aggregate)Board/Trustees$88,9152024
Maree HaddonTrustee$4,3082024
Maree HaddonTrustee$4,308-
Scott RatukiBoard Member (Enrich+ Property Trust)$0-
Simon LockwoodDeputy Chairperson$0-
Scott RatukiBoard Member (Enrich+ Property Trust)-2024
Paul BennettTrustee & Chairperson-2024
Claire van der MostTrustee-2024
Simon LockwoodTrustee-2024

Service Providers

  • PwC
  • Westpac Bank
  • BNZ Bank
  • Tompkins Wake

Reporting Group Members

Enrich+ Services Trust files a consolidated Annual Return jointly with 4 sibling charities:

Similar Charities in Health

Enrich+ Services Trust logo
HealthTrust

Enrich+ Services Trust

CC23554Te Awamutu, Te AwamutuRegistered 28 Apr 2008
Data updated: 3 days ago
Financials30 Jun 2024Rating3d ago

Financial data as at June 2024. Sourced from Charities Services register.

B
77/100
Financial
100
Governance
55
Transparency
85

Reasons to look carefully (3)

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 4. 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.
  • Current annual return overdue
    The newest annual return we hold is 27 months old — a more recent return may already be on the Charities Services register
  • Shared trustees with reporting-group siblings
    4 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 5 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

$8.7M

Expenses

$8.7M

Assets

$14.4M

Staff

66

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

Reporting group parent. Enrich+ Services Trust files one consolidated annual return covering 4 members. Member-level figures are not separately reported with Charities Services.

Show member charities (4)

About

Mission

The purposes of the Trust are to support those persons who by reason of physical or intellectual impairment or mental health disorder are unable to follow a vocation, or to obtain employment, or to enjoy full quality of life, by assisting them, with the participation of that community, to become full, contributing, and valued members of their community by way of providing employment, other real work opportunities, and other meaningful activities.

Who We Serve

Beneficiaries
General publicPeople with disabilities

Key Statistics

Annual Revenue
$8.7M
Total Expenses
$8.7M
Net Assets
$9.9M
Staff
66
employees
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
1.1mo
Could operate 1.1 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

4
Score /100
Highly Concentrated
HHI: 9,646
High Concentration: 98% of revenue from Other
Other98.2%
Investment Income1.8%

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

Peer Comparison

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

Rating Score
77
#17/68
Revenue
$8.7M
#4/68
Reserve Months
1.1
#1/68
Surplus
$-40K
#59/68
Staff Cost %
0%
#1/68

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

Rating

B
Score: 76.5/100
Financial
100
Governance
55
Transparency
85
Why this grade: Financial 100 × 40% + Governance 55 × 60% = 73 → B.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC23554
Entity TypeTrust
Registered28 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated26 Oct 1990
Registered office
48 Teasdale Street Te Awamutu 3800, Te Awamutu

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides 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.

Reporting Group — Consolidated Annual Return

Enrich+ Services Trust is one of 5 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.