"Have a Heart" — Health Charity in Whakatane

"Have a Heart" is a Trust charity in the Health sector, based in Whakatane, Whakatane. Annual revenue: $0.6M NZD. Financial data as at March 2026.

Mission: The purpose of the Trust will be to provide services for the betterment of the lives of the poor, abused, disabled and marginalised people of New Zealand. To assist in the creation and development of programmes identified by the Trustees to provide benefits to people in the community who because of their circumstances are in need of assistance and support. To be in collaberation and networking with various other groups and social service agencies, jointly and corporately providing assistance and making referrals as the need requires. To generate and raise funds, grants and income, manage the same for the aims and objectives herein stated. To provide other support and assistance consistent with this charitable purpose.

Registration Number
CC51536
Charity Type
Trust
Registration Date
2014-12-24
Status
Active
Sector
Health
Location
Whakatane, Whakatane
Email
chris@haveaheart.org.nz
Data as at
March 2026

Beneficiaries: Children / young people, Family / whanau, General public, Older people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.6M NZD
Total Expenses
$0.6M NZD
Total Assets
$0.7M NZD
Net Assets
$0.5M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
7
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.6M$0.6M$0.5M
2025$0.5M$0.6M$0.6M
2024$0.7M$0.7M$0.7M
2023$0.7M$0.7M$0.7M
2022$0.4M$0.4M$0.6M
2021$0.5M$0.2M$0.6M
2020$0.2M$0.2M$0.3M
2019$0.2M$0.2M$0.2M
2018$0.1M$0.1M$-0.3M
2017$0.2M$0.0M$-0.3M

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Philip VermaakMember2104-12-12
Anne OvertonMember2019-06-29
Levi MageeMember2017-01-10
Peter CameronMember2016-12-01
Daniel BarnardFounder/chairman2014-12-12
Steven BarnardMember2014-12-12

Former Officers (6)

  • Honey Thrupp — Member (departed 2025-07-01)
  • Tristan Vine — Member (departed 2020-03-01)
  • Kylie Provan — Member (departed 2020-11-27)
  • Damayanthi Black — Treasurer (departed 2018-11-01)
  • John Christian — Member (departed 2023-07-28)
  • David Thomas — Member (departed 2017-01-27)

Funding Sources

  • Aotearoa Gaming Foundation — $24,686
  • Pub Charity Limited — $18,454.6
  • New Zealand Community Trust — $16,366.74
  • New Zealand Community Trust — $7,778.61
  • The Lion Foundation — $2,000

Similar Charities in Health

HealthTrust

"Have a Heart"

CC51536Whakatane, WhakataneRegistered 24 Dec 2014
Data updated: 4 days ago
Financials6mo agoRatingyesterday

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

$569.3K

Expenses

$634.0K

Assets

$664.9K

Staff

7

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

About

Mission

The purpose of the Trust will be to provide services for the betterment of the lives of the poor, abused, disabled and marginalised people of New Zealand. To assist in the creation and development of programmes identified by the Trustees to provide benefits to people in the community who because of their circumstances are in need of assistance and support. To be in collaberation and networking with various other groups and social service agencies, jointly and corporately providing assistance and making referrals as the need requires. To generate and raise funds, grants and income, manage the same for the aims and objectives herein stated. To provide other support and assistance consistent with this charitable purpose.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$569.3K
Total Expenses
$634.0K
Net Assets
$548.2K
Staff
7
employees

Financial Trends

Financial Trends (11 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
3.4mo
Could operate 3.4 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

25
Score /100
Highly Concentrated
HHI: 7,503
High Concentration: 85% of revenue from Other
Other85.4%
Donations14.5%
Investment Income0.1%

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
$569K
#27/158
Reserve Months
0.0
#1/158
Surplus
$-65K
#135/158
Staff Cost %
20%
#158/158

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: 30 | Transparency: 65

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
Whakatane, Whakatane

Registration

Registration NumberCC51536
Entity TypeTrust
Registered24 Dec 2014
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Dec 2014
Registered office
130 James Street Whakatane 3120, Whakatane

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides services (e.g. care / counselling)Other - Acts an Umbrella body

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.