Health Navigator Charitable Trust — Health Charity in New Zealand

Health Navigator Charitable Trust is a Trust charity in the Health sector, based in Auckland. This organisation also provides funding to other charities. Annual revenue: $1.5M NZD. Financial data as at June 2025.

Mission: The purpose of the Trust is to promote public health and improve the health of New Zealanders. Specifically the Trust will: 1. Advance education, skill development, capacity and capability of individuals, families and communities to manage their health more successfully in partnership with their health providers to minimise disease progression and reduce preventable diseases 2. Advance education and understanding of health professionals in quality improvement and evidence-based principles for the optimal management of long-term health conditions 3. Develop and maintain a health information and self-management education website that provides trusted, quality information and self-care resources 4. Promote evidence-based system changes that recognise and support the central role of individuals and their families in health care 5. Promote collaboration, innovation and sharing of learnings for improving chronic care 6. Promote healthy public policies

Registration Number
CC36318
Charity Type
Trust
Registration Date
2009-01-04
Status
Active
Sector
Health
Location
Auckland
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities, Other - All

Financial Summary

Total Revenue
$1.5M NZD
Total Expenses
$1.3M NZD
Total Assets
$1.8M NZD
Net Assets
$1.5M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
19
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.5M$1.3M$1.5M
2024$1.7M$1.3M$1.4M
2023$1.4M$1.3M$1.0M
2022$1.2M$0.8M$0.9M
2021$0.8M$0.7M$0.6M
2020$0.6M$0.6M$0.4M
2019$0.6M$0.5M$0.3M
2018$0.4M$0.4M$0.2M
2016$0.3M$0.3M$0.2M
2015$0.2M$0.2M$0.2M

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Karl ColeTrustee2025-11-27
Alice Chisnall-KalounivitiTrustee2025-11-27
Simon MartinTrustee2025-06-16
Scott ArrolTrustee2024-05-22
Alison Van WykTrustee2016-04-14
Julia EbbettTrustee2012-11-01
Bram KuklerTrustee2009-02-19
Janine BycroftTrustee2008-06-30

Former Officers (11)

  • Andrew Skinner — Trustee (departed 2025-03-17)
  • Rebecca Grainger — Trustee (departed 2023-05-01)
  • Jodi Mitchell — Trustee (departed 2026-09-01)
  • Anil Thapliyal — Trustee (departed 2020-08-20)
  • Andrew Terris — Trustee (departed 2015-04-30)
  • Frances Hague — Trustee (departed 2020-12-10)
  • Mary-Anne Boyd — Chair (departed 2012-05-01)
  • Richard Smith — It Officer (departed 2010-03-19)
  • Wendy Rayner — Secretary (departed 2015-02-01)
  • Andrew McLachlan — Trustee (departed 2017-01-17)
  • Jocelyn Tracey — Trustee (departed 2010-12-31)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Health Navigator Charitable Trust

CC36318AucklandRegistered 4 Jan 2009
Data updated: 3 days ago
Financials30 Jun 2025Rating3d ago

Financial data as at June 2025. 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 →

Reasons to look carefully (2)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 8. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
  • Government-funding concentration
    89% of latest-year revenue came from government grants — single-stream dependency

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$1.5M

Expenses

$1.3M

Assets

$1.8M

Staff

19

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
HealthEducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The purpose of the Trust is to promote public health and improve the health of New Zealanders. Specifically the Trust will: 1. Advance education, skill development, capacity and capability of individuals, families and communities to manage their health more successfully in partnership with their health providers to minimise disease progression and reduce preventable diseases 2. Advance education and understanding of health professionals in quality improvement and evidence-based principles for the optimal management of long-term health conditions 3. Develop and maintain a health information and self-management education website that provides trusted, quality information and self-care resources 4. Promote evidence-based system changes that recognise and support the central role of individuals and their families in health care 5. Promote collaboration, innovation and sharing of learnings for improving chronic care 6. Promote healthy public policies

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$1.5M
Total Expenses
$1.3M
Net Assets
$1.5M
Staff
19
employees

Financial Trends

Financial Trends (15 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
13.2mo
Could operate 13.2 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

20
Score /100
Highly Concentrated
HHI: 7,995
High Concentration: 89% of revenue from Government Grants
Government Grants88.9%
Other9.5%
Investment Income0.9%
Donations0.7%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
0
#39/68
Revenue
$1.5M
#47/68
Reserve Months
0.0
#1/68
Surplus
$195K
#33/68
Staff Cost %
76%
#68/68

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
C+
2024
Score: 66.1
Financial: 99 | Governance: 55 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Auckland

Registration

Registration NumberCC36318
Entity TypeTrust
Registered4 Jan 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated3 Jul 2008
Registered office
8 Towle Place, Remuera, Auckland

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacyOther - 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: 29 September 2026.