Happiness House Trust — Social Services Charity in Queenstown

Happiness House Trust is a Charitable Trust charity in the Social Services sector, based in Queenstown, Queenstown. Annual revenue: $0.5M NZD. Financial data as at June 2025.

Mission: Happiness House is a community based, non-profit organisation that provides services to the Whakatipu District. Happiness House provides a wide variety of services, from community activities and a place to connect, through to advocacy and support navigation. All held within a warm, welcoming, and inclusive homelike environment open to the whole Whakatipu community. Happiness House has close relationships with Community Mental Health, Plunket, PACT, Counsellors, Salvation Army, Budget Advice, Big Buddy Programme, Central Lake Family Services, Headlight Trust and Mana Tahuna.

Registration Number
CC11023
Charity Type
Charitable Trust
Registration Date
2007-09-04
Status
Active
Sector
Social Services
Location
Queenstown, Queenstown
Email
info@happinesshouse.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees

Financial Summary

Total Revenue
$0.5M NZD
Total Expenses
$0.3M NZD
Total Assets
$0.5M NZD
Net Assets
$0.5M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
5
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.5M$0.3M$0.5M
2024$0.3M$0.3M$0.3M
2023$0.3M$0.3M$0.4M
2022$0.2M$0.3M$0.3M
2021$0.3M$0.2M$0.3M
2020$0.2M$0.2M$0.3M
2019$0.2M$0.2M$0.2M
2018$0.2M$0.2M$0.2M
2017$0.1M$0.2M$0.2M
2016$0.2M$0.1M$0.2M

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Simon WhitfieldTreasurer2025-10-14
Kerry HarperTrustee2025-06-10
Jennifer GealeTrustee2025-02-11
Mark SommervilleTrustee2024-02-15
Megan WallaceTrustee2022-05-10
Christine FitzpatrickTrustee2020-09-14

Former Officers (14)

  • Phil Jones — Trustee (departed 2026-07-21)
  • Alastair McIlwrick — Trustee (departed 2024-12-09)
  • Tony Attenborough — Trustee (departed 2020-08-19)
  • Jo Moore — Trustee (departed 2016-06-09)
  • Heather Smith — Trustee (departed 2024-11-15)
  • Carolyn Terpstra — Trustee (departed 2023-11-15)
  • Nanette Benington — Trustee (departed 2013-11-04)
  • Caroline Hutchison — Trustee (departed 2021-11-30)
  • Linley Hanson — Trustee (departed 2011-02-14)
  • Erna Spijkerbosch — Trustee (departed 2008-12-17)
  • Verona Cournane — Trustee (departed 2024-06-13)
  • Margrietje Vander Zdet — Trustee (departed 2011-12-25)
  • Bryan Cecil Douglas — Trustee (departed 2009-06-06)
  • Angela Mary Dolan — Trustee (departed 2011-12-20)

Funding Sources

  • Aotearoa Gaming Foundation — $20,000
  • Aotearoa Gaming Foundation — $15,000

Similar Charities in Social Services

Social ServicesCharitable Trust

Happiness House Trust

CC11023Queenstown, QueenstownRegistered 4 Sept 2007
Data updated: Today
Financials30 Jun 2025Rating23h 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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 6. 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.

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

$451.8K

Expenses

$310.2K

Assets

$544.7K

Staff

5

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

About

Mission

Happiness House is a community based, non-profit organisation that provides services to the Whakatipu District. Happiness House provides a wide variety of services, from community activities and a place to connect, through to advocacy and support navigation. All held within a warm, welcoming, and inclusive homelike environment open to the whole Whakatipu community. Happiness House has close relationships with Community Mental Health, Plunket, PACT, Counsellors, Salvation Army, Budget Advice, Big Buddy Programme, Central Lake Family Services, Headlight Trust and Mana Tahuna.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugees

Key Statistics

Annual Revenue
$451.8K
Total Expenses
$310.2K
Net Assets
$525.2K
Staff
5
employees
Volunteers
0

Financial Trends

Financial Trends (18 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
5.1mo
Could operate 5.1 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

50
Score /100
Concentrated
HHI: 4,999
Other62.6%
Donations32.5%
Investment Income4.9%

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

Peer Comparison

Ranked against 150 peers · Social Services · $100K – $1M

Rating Score
0
#29/151
Revenue
$452K
#51/151
Reserve Months
0.0
#1/151
Surplus
$142K
#16/151
Staff Cost %
74%
#151/151

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
20
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2023
Clean
8 years of audit history

Contact Details

Address
Queenstown, Queenstown

Registration

Registration NumberCC11023
Entity TypeCharitable Trust
Registered4 Sept 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated28 Aug 2000
Registered office
4 Park Street, Queenstown

Sector & Activities

Primary Sector
Social Services
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides 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: 1 October 2026.