HALO Whakatane Incorporated — Education Charity in Whakatane

HALO Whakatane Incorporated is a Trust charity in the Education sector, based in Whakatane, Whakatane. Annual revenue: $0.3M NZD. Financial data as at March 2026.

Mission: Halo Whakatane aims to facilitate relationships amongst volunteers, to advocate for our environment, educate our tamariki, and strengthen the local pest control operations. Halo Whakatane's ultimate goal is to create a sanctuary around Whakatane which is healthy enough for the Tieke (saddleback) to live again

Registration Number
CC56651
Charity Type
Trust
Registration Date
2019-02-12
Status
Active
Sector
Education
Location
Whakatane, Whakatane
Email
halowhakatane@gmail.com
Data as at
March 2026

Beneficiaries: Children / young people, General public, Other charities

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.3M NZD
Total Assets
$0.3M NZD
Net Assets
$0.2M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
7
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.3M$0.3M$0.2M
2025$0.3M$0.3M$0.0M
2024$0.3M$0.2M$0.0M
2023$0.2M$0.3M$0.2M
2022$0.3M$0.2M$0.3M
2021$0.0M$0.1M$0.1M
2020$0.1M$0.0M$0.2M

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Corey HaycockYouth Member2026-07-01
Karl GradonCommittee Member2025-06-30
Tracie MackeyCommittee Member2025-06-30
Andrea HaycockCommittee Member2024-07-06
Steven BrightwellCommittee Member2024-07-06
Jackie BettelheimCommittee Member2021-06-26
Martin ElliffeChair2021-06-26
Kerry BennettTreasurer2020-08-01
Bridget PalmerCommittee Member2018-08-14

Former Officers (16)

  • Cassie Bennett — Youth Representative (departed 2026-02-17)
  • Charlotte Billings — Committee-Member-Youth-Representative (departed 2025-06-28)
  • James Mccarthy — Committee Member (departed 2024-05-30)
  • Shelley Forster — Committee Member (departed 2024-07-06)
  • Aria Gibson — Committee Member (departed 2024-07-06)
  • Katri Harmoinen — Committee Member (departed 2025-06-28)
  • Alexis Teepa — Trustee (departed 2022-04-07)
  • David Dobbin — Secretary (departed 2022-07-02)
  • Tawhara Kurei — Trustee (departed 2021-06-26)
  • Gene Tomlinson — Trustee (departed 2021-02-04)
  • Josephine Soppit — Secretary (departed 2020-08-01)
  • Graham Philps — Trustee (departed 2019-06-22)
  • Peter Fergusson — Trustee (departed 2022-04-07)
  • Lynda Walter — Secretary (departed 2021-06-26)
  • Shannon Crook — Committee Member (departed 2024-07-06)
  • Hami Kinghazel — Cultural Advisor (departed 2019-06-22)

Funding Sources

  • Aotearoa Gaming Foundation — $40,750

Similar Charities in Education

EducationTrust

HALO Whakatane Incorporated

CC56651Whakatane, WhakataneRegistered 12 Feb 2019
Data updated: 2 days ago
Financials6mo agoRating2d ago

Financial data as at March 2026. 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

$298.2K

Expenses

$272.8K

Assets

$294.5K

Staff

7

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

Halo Whakatane aims to facilitate relationships amongst volunteers, to advocate for our environment, educate our tamariki, and strengthen the local pest control operations. Halo Whakatane's ultimate goal is to create a sanctuary around Whakatane which is healthy enough for the Tieke (saddleback) to live again

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther charities

Key Statistics

Annual Revenue
$298.2K
Total Expenses
$272.8K
Net Assets
$163.9K
Staff
7
employees

Financial Trends

Financial Trends (7 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
11.4mo
Could operate 11.4 months with zero revenue
Healthy
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

21
Score /100
Highly Concentrated
HHI: 7,867
High Concentration: 88% of revenue from Other
Other88.1%
Donations10.2%
Investment Income1.3%
Trading / Services0.4%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$298K
#65/133
Reserve Months
0.0
#1/133
Surplus
$25K
#65/133
Staff Cost %
78%
#133/133

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Whakatane, Whakatane

Registration

Registration NumberCC56651
Entity TypeTrust
Registered12 Feb 2019
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated28 Apr 2016
Registered office
76 The Strand, Whakatane, 3120

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacyProvides human resources (e.g. staff / volunteers)Provides 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: 28 September 2026.