Wellbeing Economy Alliance Aotearoa Charitable TrustHealth Charity in Wellington

Wellbeing Economy Alliance Aotearoa Charitable Trust is a Trust charity in the Health sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.7M NZD. Financial data as at March 2025.

Mission: To benefit New Zealand society by promoting a Wellbeing Economy in New Zealand. To advance education and relieve poverty by undertaking impartial research and by providing workshops, courses, events, online resources and advocacy in order to help individuals, organisations, communities and decision makers understand the systems and structures that cause poverty and develop policy solutions that provide relief to those suffering from poverty.

Registration Number
CC61044
Charity Type
Trust
Registration Date
2022-11-21
Status
Active
Sector
Health
Location
Wellington, Wellington
Email
gareth@weall.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$0.4M NZD
Total Assets
$0.6M NZD
Net Assets
$0.6M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
4
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.7M$0.4M$0.6M
2024$0.7M$0.3M-
2023---

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Kaeden WattsTrustee2025-12-09
Kaitlin DawsonChair2025-12-09
Katherine Wilson ButlerTrustee2025-12-09
Brett AndersonTrustee2024-07-22
Michael WorthTrustee2023-09-15
Joanne WaitoaTrustee2023-09-01

Former Officers (5)

  • Donna PurdueTrustee (departed 2025-12-09)
  • Qiulae WongTreasurer (departed 2025-09-29)
  • Paul DalzielSecretary (departed 2024-09-30)
  • Susan MorrisseyTreasurer (departed 2023-08-31)
  • Justin ConnollyChair (departed 2026-05-13)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Wellbeing Economy Alliance Aotearoa Charitable Trust

CC61044Wellington, WellingtonRegistered 21 Nov 2022
Data updated: 1 Sept 2026
Financials31 Mar 2025Rating8h ago

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

NR
Not ratedCharity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

How ratings work →
Revenue

$660.0K

Expenses

$380.6K

Assets

$626.2K

Staff

4

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
HealthEducationSocial ServicesArts & Culture
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To benefit New Zealand society by promoting a Wellbeing Economy in New Zealand. To advance education and relieve poverty by undertaking impartial research and by providing workshops, courses, events, online resources and advocacy in order to help individuals, organisations, communities and decision makers understand the systems and structures that cause poverty and develop policy solutions that provide relief to those suffering from poverty.

Key Statistics

Annual Revenue
$660.0K
Total Expenses
$380.6K
Net Assets
$622.2K
Staff
4
employees
Volunteers
0

Financial Trends

Financial Trends (3 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
67c
For every $1 spent, 67c reaches programs
Adequate
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
Fundraising Cost
$5.36
Costs $5.36 to raise each $1 in donations
High cost

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

Revenue Diversification

5
Score /100
Highly Concentrated
HHI: 9,455
High Concentration: 97% of revenue from Other
Other97.2%
Investment Income2.6%
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 205 peers · Health · $100K – $1M

Rating Score
0
#21/206
Revenue
$660K
#44/206
Reserve Months
0.0
#1/206
Surplus
$279K
#9/206
Staff Cost %
67%
#206/206

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
30
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
Wellington, Wellington

Registration

Registration NumberCC61044
Entity TypeTrust
Registered21 Nov 2022
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Nov 2022
Registered office
1 Nicholas Street, Portobello, Dunedin

Sector & Activities

Primary Sector
Health

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: 12 September 2026.