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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Heather Watt | Trustee | 2025-11-27 |
| Kevin Brookes | Trustee | 2025-05-22 |
| Karl Van Gisbergen | Trustee | 2024-07-25 |
| Jessica Robinson | Trustee | 2023-11-28 |
| Ross Stewart | Trustee | 2023-11-28 |
| Marius Lloyd | Trustee | 2023-11-24 |
| Peter Marshall | Trustee | 2020-10-15 |
| Mark Middleton | Chair | 2018-04-19 |
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
| Name | Role | Compensation | Year |
|---|---|---|---|
| Key Management Personnel (aggregate) | Key Management Personnel | $346,417 | 2024 |
| Board/Trustees (unpaid) | Members of the Governing Body | $0 | 2024 |
Funding Sources
- Pub Charity Limited — $60,716.15
Service Providers
- PKF
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Moana House
Financial data as at June 2025. Sourced from Charities Services register.
$4.6M
$4.5M
$19.0M
81
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
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
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
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
Top Peers in Group
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Sector & Activities
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.
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