{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Te Kotahitanga O Ngāti Whakaue Assets Trust","slug":"te-kotahitanga-o-ngati-whakaue-assets-trust","charities_register_number":"CC41055","nzbn":"9429043186891","status":"registered","registration_date":"2009-06-25","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Community Development","icnpo_group":"Development and Housing","region":"Rotorua","city":"Rotorua","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":"https://whakaue.com","purpose":"The Trust's purpose is to support Ngati Whakaue whether it relates to the relief of poverty, the advancement of education, their socio-economic position, or religion or to any other purposes beneficial to Ngati Whakaue.","mission":"The Trust's purpose is to support Ngati Whakaue whether it relates to the relief of poverty, the advancement of education, their socio-economic position, or religion or to any other purposes beneficial to Ngati Whakaue."},"rating":{"rated":true,"grade":"D","score":49.7,"score_scale":"0-100","financial_score":76,"governance_score":55,"transparency_score":85,"computed_date":"2026-10-01","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":1,"types":["high_staff_compensation"],"descriptions":["staff costs above the methodology threshold"],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-06-30","total_revenue_nzd":1681795,"total_expenses_nzd":1042580,"surplus_deficit_nzd":639215,"total_assets_nzd":29248872,"total_liabilities_nzd":56548,"net_assets_nzd":29192324,"cash_reserves_nzd":1847336,"government_grants_nzd":77600,"donations_nzd":null,"staff_costs_nzd":335406,"paid_staff":2,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9df90c15-4b56-f011-bb44-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-06-30","total_revenue_nzd":1681795,"total_expenses_nzd":1042580,"surplus_deficit_nzd":639215,"net_assets_nzd":29192324,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9df90c15-4b56-f011-bb44-0022480ffcd1&isPublic=true"},{"year_ended":"2024-06-30","total_revenue_nzd":4214658,"total_expenses_nzd":1003862,"surplus_deficit_nzd":3210796,"net_assets_nzd":28553109,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=83aefc93-c93f-ee11-bb23-000d3acc4199&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":896861,"total_expenses_nzd":924714,"surplus_deficit_nzd":null,"net_assets_nzd":25342314,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f4172709-54d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":1465621,"total_expenses_nzd":505662,"surplus_deficit_nzd":null,"net_assets_nzd":25323966,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a4152692-82b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":1236926,"total_expenses_nzd":721596,"surplus_deficit_nzd":null,"net_assets_nzd":23171056,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=344dfe4f-b192-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":1282763,"total_expenses_nzd":1097129,"surplus_deficit_nzd":null,"net_assets_nzd":21620757,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=559caeb5-df73-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":2671630,"total_expenses_nzd":1053252,"surplus_deficit_nzd":null,"net_assets_nzd":21926741,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=975d0847-4554-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":2513151,"total_expenses_nzd":845763,"surplus_deficit_nzd":null,"net_assets_nzd":17869139,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c72653d9-7b35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":1488547,"total_expenses_nzd":866882,"surplus_deficit_nzd":null,"net_assets_nzd":16321748,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=881a5ff7-31b9-e711-971c-00155d6b7730&isPublic=true"},{"year_ended":"2016-03-31","total_revenue_nzd":629619,"total_expenses_nzd":1012136,"surplus_deficit_nzd":null,"net_assets_nzd":14771620,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f0f207d2-b586-e611-9541-00155d0cccdc&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":4,"total_officers_recorded":14,"chair_recorded":false,"paid_executives_disclosed":7,"executive_remuneration_bands":["under NZ$100k"],"auditor_firm":"BDO Rotorua Ltd","latest_audit_opinion":"qualified","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[{"firm":"BDO","type":"auditor"}],"links":{"profile":"https://charitydata.co.nz/charities/te-kotahitanga-o-ngati-whakaue-assets-trust","markdown":"https://charitydata.co.nz/api/v1/charities/te-kotahitanga-o-ngati-whakaue-assets-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/te-kotahitanga-o-ngati-whakaue-assets-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC41055","website":"https://whakaue.com"},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-02T12:41:20.219Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}