Stepsforward Trust NZ — Health Charity in Whangaparaoa

Stepsforward Trust NZ is a Trust charity in the Health sector, based in Whangaparaoa, Whangaparaoa. This organisation also provides funding to other charities. Annual revenue: $0.5M NZD. Financial data as at June 2025.

Mission: Moemoeā – Our Vision • When whānau are thriving; so too will the community Te Kaupapa – Our Purpose • Manaaki te katoa – Kindness to all • We provide trauma and tikanga informed support services to meet the needs of the Hibiscus Coast Community.

Registration Number
CC23995
Charity Type
Trust
Registration Date
2008-05-06
Status
Active
Sector
Health
Location
Whangaparaoa, Whangaparaoa
Email
Jess@stepsforward.co.nz
Funder Status
Grant-making charity (trust)
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau

Financial Summary

Total Revenue
$0.5M NZD
Total Expenses
$0.5M NZD
Total Assets
$0.2M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
8
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.5M$0.5M$0.0M
2024$0.5M$0.5M$0.0M
2023$0.4M$0.4M$0.0M
2022$0.4M$0.4M$0.0M
2021$0.4M$0.4M$0.0M
2020$0.3M$0.3M$0.0M
2019$0.3M$0.3M$0.0M
2018$0.3M$0.3M$0.0M
2017$0.3M$0.3M$0.0M
2016$0.3M$0.3M$0.1M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (37)

  • Anthony De Villiers — Chair
  • Bree-Arna Choat — Trustee (departed 2026-06-15)
  • Michael Wilson — Trustee
  • Shelly Adams — Treasurer (departed 2026-02-16)
  • Olivia Huszak — Secretary
  • Theresa Bruce — Trustee (departed 2026-05-18)
  • Verna May — Secretary (departed 2025-03-17)
  • Sally Gatland — Trustee (departed 2025-05-23)
  • Shirley Parker — Committee Member (departed 2021-04-30)
  • Andrew Fraser — Committee Treasurer (departed 2021-10-19)
  • Linda Braithwaite — Trustee (departed 2026-05-14)
  • Michelle Shooter — Treasurer (departed 2018-10-01)
  • Diane McKinstry — Committee Member (departed 2018-02-19)
  • Michael McCarthy — Chair (departed 2020-09-21)
  • Martyn Hammond — Officer (departed 2016-05-11)
  • Nicola Fanefjord — Officer (departed 2018-02-12)
  • Linnea Hummel-Gumaelius — Committee Member (departed 2021-04-20)
  • Fay Deane — Committee Member (departed 2011-05-26)
  • Tom Skinner — Chair (departed 2014-07-10)
  • Geoff Cox — Committee Member (departed 2018-02-19)

Funding Sources

  • Foundation North — $75,000
  • Foundation North — $75,000
  • Foundation North — $75,000
  • Foundation North — $65,000
  • Foundation North — $60,000
  • Foundation North — $50,000
  • Foundation North — $50,000
  • Foundation North — $50,000
  • Pub Charity Limited — $4,484.35
  • Akarana Community Trust — $2,454
  • Blue Sky Community Trust — $2,000
  • Pub Charity Limited — $1,041.75

Similar Charities in Health

FunderHealthTrustTrust

Stepsforward Trust NZ

CC23995Whangaparaoa, WhangaparaoaRegistered 6 May 2008
Data updated: 3 days ago
Financials30 Jun 2025Ratingyesterday

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 →
Revenue

$513.6K

Expenses

$513.3K

Assets

$176.5K

Staff

8

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

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Social ServicesCommunity Development
Beneficiaries
MāoriGeneral Public
Geographic Focus
Nationwide

About

Mission

Moemoeā – Our Vision • When whānau are thriving; so too will the community Te Kaupapa – Our Purpose • Manaaki te katoa – Kindness to all • We provide trauma and tikanga informed support services to meet the needs of the Hibiscus Coast Community.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanau

Key Statistics

Annual Revenue
$513.6K
Total Expenses
$513.3K
Net Assets
$37.7K
Staff
8
employees
Volunteers
0

Financial Trends

Financial Trends (17 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
4mo
Could operate 4 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

7
Score /100
Highly Concentrated
HHI: 9,320
High Concentration: 97% of revenue from Other
Other96.5%
Donations2.6%
Investment Income0.9%

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

Peer Comparison

Ranked against 157 peers · Health · $100K – $1M

Rating Score
0
#39/158
Revenue
$514K
#33/158
Reserve Months
0.0
#1/158
Surplus
$300
#95/158
Staff Cost %
76%
#158/158

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

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Whangaparaoa, Whangaparaoa

Registration

Registration NumberCC23995
Entity TypeTrust
Registered6 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Feb 2023

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides 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.