Essential Assets Limited — Social Services Charity in Auckland

Essential Assets Limited is a Company charity in the Social Services sector, based in Auckland, Auckland. Annual revenue: $1.8M NZD. Financial data as at June 2016.

Mission: To provide funds to the Cerebral Palsy Society of New Zealand Incorporated, also a registered charity.

Registration Number
CC50434
Charity Type
Company
Registration Date
2014-04-01
Status
Active
Sector
Social Services
Location
Auckland, Auckland
Data as at
June 2016

Beneficiaries: People with disabilities

Financial Summary

Total Revenue
$1.8M NZD
Total Expenses
$0.7M NZD
Total Assets
$26.2M NZD
Net Assets
$2.2M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
2
Volunteers
1
Financial Year End
2016-06-30

Financial History

YearRevenueExpensesNet Assets
2016$1.8M$0.7M$2.2M
2015$1.3M$0.6M$1.1M
2014$0.0M$0.0M$0.4M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (8)

  • Daniel Clay — Director
  • ROBYN STENT — Director (departed 2021-07-31)
  • Reuben Woods — Director (departed 2025-10-01)
  • Edward Collett — Director (departed 2020-11-10)
  • David Thomas — Director (departed 2020-10-30)
  • DENISE MCCOMBE — Business Manager (departed 2016-06-30)
  • DANIEL ALDERSLEY — Director
  • Grace Stratton — Director (departed 2026-05-07)

Reporting Group Members

Essential Assets Limited files a consolidated Annual Return jointly with 2 sibling charities:

Similar Charities in Social Services

Social ServicesCompany

Essential Assets Limited

CC50434Auckland, AucklandRegistered 1 Apr 2014
Data updated: 1 Nov 2026
Financials30 Jun 2016Rating1mo ago

Financial data as at June 2016. 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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties
  • Shared trustees with reporting-group siblings
    One current trustee also serves on the board of another charity in the same Charities Services reporting group (group has 3 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

$1.8M

Expenses

$727.5K

Assets

$26.2M

Staff

2

Financial data from Charities Services annual return (FY2016). Ratings calculated using CharityData v3.1.1 methodology.

Reporting group parent. Essential Assets Limited files one consolidated annual return covering 2 members. Member-level figures are not separately reported with Charities Services.

Show member charities (2)

About

Mission

To provide funds to the Cerebral Palsy Society of New Zealand Incorporated, also a registered charity.

Who We Serve

Beneficiaries
People with disabilities

Key Statistics

Annual Revenue
$1.8M
Total Expenses
$727.5K
Net Assets
$2.2M
Staff
2
employees
Volunteers
1

Financial Trends

Financial Trends (3 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
3.1mo
Could operate 3.1 months with zero revenue
Low reserves
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

9
Score /100
Highly Concentrated
HHI: 9,122
High Concentration: 95% of revenue from Investment Income
Investment Income95.4%
Other4.6%

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

Peer Comparison

Ranked against 48 peers · Social Services · $1M – $10M

Rating Score
0
#41/49
Revenue
$1.8M
#34/49
Reserve Months
0.0
#1/49
Surplus
$1.1M
#9/49
Staff Cost %
0%
#1/49

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
Auckland, Auckland

Registration

Registration NumberCC50434
Entity TypeCompany
Registered1 Apr 2014
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated27 Mar 2014
Company #5072981
Registered office
Suite 12 Floor G, 23 Edwin Street, Mount Eden, Auckland, 1024

Sector & Activities

Primary Sector
Social Services
Activities
Provides other finance (e.g. investment funds)

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.

Reporting Group — Consolidated Annual Return

Essential Assets Limited is one of 3 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.