Stepsforward Trust NZ — Social Services Charity in Whangaparaoa
Stepsforward Trust NZ is a Charitable Trust charity in the Social Services sector, based in Whangaparaoa, Whangaparaoa. 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
- Charitable Trust
- Registration Date
- 2008-05-06
- Status
- Active
- Sector
- Social Services
- Location
- Whangaparaoa, Whangaparaoa
- Jess@stepsforward.co.nz
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|
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
- Lion Foundation — $5,000
- Pub Charity Limited — $4,484.35
- Pub Charity Limited — $1,041.75
Similar Charities in Social Services
- Kotuku Trust — Social Services
- Rauawaawa Kaumatua Charitable Trust — Social Services
- Whakaatu Whanaunga Trust — Social Services
- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
Stepsforward Trust NZ
Financial data as at June 2025. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$513.6K
$513.3K
$176.5K
8
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funded By
Registered charities that have funded this organisation.
About
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
Key Statistics
Financial Trends
Financial Trends (17 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 169 peers · Social Services · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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.
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