Moana House — Social Services Charity in Whangamata

Moana House is a Trust charity in the Social Services sector, based in Whangamata, Whangamata. CharityData rates this charity A (92.5/100). Annual revenue: $4.6M NZD. Financial data as at June 2025.

Mission: Moana House & Village is an organisation committed to the welfare of older members of the community who need ongoing residential care and support. Quality of the enviroment and the facility are seen as important prerequisites for the quality care. The importance of maintaining a homely warm and caring organisation is seen as paramount.

Registration Number
CC11358
Charity Type
Trust
Registration Date
2007-10-15
Status
Active
CharityData Rating
A (92.5/100)
Sector
Social Services
Location
Whangamata, Whangamata
Email
office@moanahouse.nz
Data as at
June 2025

Beneficiaries: Older people, People with disabilities

Financial Summary

Total Revenue
$4.6M NZD
Total Expenses
$4.5M NZD
Total Assets
$19.0M NZD
Net Assets
$10.9M NZD
Reserve Months
0.7 months of operating expenses
Staff Count
81
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$4.6M$4.5M$10.9M
2024$4.4M$4.3M$10.9M
2023$3.8M$4.0M$10.6M
2022$3.3M$3.4M$9.9M
2021$3.2M$3.2M$9.8M
2020$3.3M$3.3M$10.6M
2019$2.9M$3.1M$10.3M
2018$3.1M$3.0M$10.1M
2017$2.7M$2.8M$10.0M
2016$2.5M$2.7M$9.4M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
85

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Heather WattTrustee2025-11-27
Kevin BrookesTrustee2025-05-22
Karl Van GisbergenTrustee2024-07-25
Jessica RobinsonTrustee2023-11-28
Ross StewartTrustee2023-11-28
Marius LloydTrustee2023-11-24
Peter MarshallTrustee2020-10-15
Mark MiddletonChair2018-04-19

Former Officers (26)

  • Addie Roper — Trustee (departed 2023-09-28)
  • Robyn Vettori — Trustee (departed 2023-09-28)
  • Geneva Lowe — Deputy Chair (departed 2025-02-27)
  • John Robinson — Trustee (departed 2024-10-24)
  • David Haak — Trustee (departed 2021-02-18)
  • Andrea Paynter — Trustee (departed 2017-03-16)
  • Guy McDonald — Trustee (departed 2019-07-01)
  • Jo Wolfenden — Trustee (departed 2022-07-26)
  • Geoff Mellsop — Trustee (departed 2023-05-25)
  • Charles Foreman — Trustee (departed 2018-03-15)
  • Jill Peckham — Trustee (departed 2018-07-26)
  • Sharon Laurenson — Trustee (departed 2016-06-16)
  • Michael Kelly — Trustee (departed 2020-09-17)
  • Dermot O'shea — Trustee (departed 2020-10-15)
  • Jennifer Boland — Trustee (departed 2012-12-06)
  • Rachel Richardson — Trustee (departed 2015-06-01)
  • Ralph Pitcher — Trustee (departed 2019-07-01)
  • Neil McNee — Trustee (departed 2013-08-26)
  • Timothy Fletcher — Trustee (departed 2010-07-15)
  • Donna Fletcher — Trustee (departed 2010-07-15)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Key Management Personnel$346,4172024
Board/Trustees (unpaid)Members of the Governing Body$02024

Funding Sources

  • Pub Charity Limited — $60,716.15

Service Providers

  • PKF

Similar Charities in Social Services

Social ServicesTrust

Moana House

CC11358Whangamata, WhangamataRegistered 15 Oct 2007
Data updated: 2 days ago
Financials30 Jun 2025Ratingyesterday

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

A
93/100
Financial
100
Governance
75
Transparency
85
Revenue

$4.6M

Expenses

$4.5M

Assets

$19.0M

Staff

81

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

About

Mission

Moana House & Village is an organisation committed to the welfare of older members of the community who need ongoing residential care and support. Quality of the enviroment and the facility are seen as important prerequisites for the quality care. The importance of maintaining a homely warm and caring organisation is seen as paramount.

Who We Serve

Beneficiaries
Older peoplePeople with disabilities

Key Statistics

Annual Revenue
$4.6M
Total Expenses
$4.5M
Net Assets
$10.9M
Staff
81
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
0.7mo
Could operate 0.7 months with zero revenue
Critical
Fundraising Cost
$0.01
Costs $0.01 to raise each $1 in donations
Efficient

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

2
Score /100
Highly Concentrated
HHI: 9,821
High Concentration: 99% of revenue from Other
Other99.1%
Investment Income0.7%
Donations0.2%

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

Peer Comparison

Ranked against 55 peers · Social Services · $1M – $10M

Rating Score
93
#1/56
Revenue
$4.6M
#11/56
Reserve Months
0.7
#1/56
Surplus
$104K
#26/56
Staff Cost %
70%
#56/56

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

Rating

A
Score: 92.5/100
Financial
100
Governance
75
Transparency
85
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Contact Details

Address
Whangamata, Whangamata

Registration

Registration NumberCC11358
Entity TypeTrust
Registered15 Oct 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated25 Jul 1984
Registered office
353 Tairua Road Whangamata 3620, Whangamata

Sector & Activities

Primary Sector
Social Services
Activities
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: 27 September 2026.