Imago Aotearoa Charitable Trust — Health Charity in Warkworth

Imago Aotearoa Charitable Trust is a Charitable Trust charity in the Health sector, based in Warkworth, Warkworth. CharityData rates this charity C+ (68.5/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: (a) to provide funding to couples and prospective therapists to attend Imago Relationship Therapy workshops and training, and to fund research into Imago Relationship Therapy as promoted by Imago Aotearoa NZ Inc whose Mission Statement and Supporting Aims and Objectives are set out in Schedule 1; (b) to enable relationship counselling and personal development to couples; (c) to enable professional development for those looking to train in providing relationship counselling; (d) to enable educational seminars in the areas of personal and interpersonal skills identified by the Trustees as needed within the community; (e) to enable research projects or publications that foster the other purposes and activities of the Trust, (f) to carry out fundraising, sponsorship and other activities to facilitate the other purposes and activities of the Trust

Registration Number
CC54706
Charity Type
Charitable Trust
Registration Date
2017-08-02
Status
Active
CharityData Rating
C+ (68.5/100)
Sector
Health
Location
Warkworth, Warkworth
Email
imagoact@gmail.com
Data as at
March 2025

Beneficiaries: Family / whanau, General public

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.0M NZD
Net Assets
$0.0M NZD
Reserve Months
668.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.0M
2024$0.0M$0.0M$0.0M
2023$0.0M$0.0M$0.0M
2022$0.0M$0.0M$0.0M
2021$0.0M$0.0M$0.0M
2020$0.0M$0.0M$0.0M
2019$0.0M$0.0M-
2018$0.0M-$0.0M

CharityData Rating

Overall Grade
C+
Overall Score
68.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Lois MouldeyTrustee2025-09-30
Barry MunroTrustee2016-12-01
Angela FanningTrustee2016-09-03
Lady Ximena OwensTrustee2016-09-03
Peter McMillanTrustee2016-09-03

Former Officers (1)

  • Yvonne Pauling — Trustee (departed 2022-05-23)

Similar Charities in Health

HealthCharitable Trust

Imago Aotearoa Charitable Trust

CC54706Warkworth, WarkworthRegistered 2 Aug 2017
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

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

C+
69/100
Financial
70
Governance
65
Transparency
65

Reasons to look carefully (1)

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 5. 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.

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

$23.9K

Expenses

$571

Assets

$31.8K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

(a) to provide funding to couples and prospective therapists to attend Imago Relationship Therapy workshops and training, and to fund research into Imago Relationship Therapy as promoted by Imago Aotearoa NZ Inc whose Mission Statement and Supporting Aims and Objectives are set out in Schedule 1; (b) to enable relationship counselling and personal development to couples; (c) to enable professional development for those looking to train in providing relationship counselling; (d) to enable educational seminars in the areas of personal and interpersonal skills identified by the Trustees as needed within the community; (e) to enable research projects or publications that foster the other purposes and activities of the Trust, (f) to carry out fundraising, sponsorship and other activities to facilitate the other purposes and activities of the Trust

Who We Serve

Beneficiaries
Family / whanauGeneral public

Key Statistics

Annual Revenue
$23.9K
Total Expenses
$571
Net Assets
$31.2K
Volunteers
0

Financial Trends

Financial Trends (8 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
668mo
Could operate 668 months with zero revenue
Over-capitalized
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

1
Score /100
Highly Concentrated
HHI: 9,901
High Concentration: 100% of revenue from Donations
Donations99.5%
Investment Income0.5%

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

Peer Comparison

Ranked against 215 peers · Health · Under $100K

Rating Score
69
#56/216
Revenue
$24K
#89/216
Reserve Months
668.0
#1/216
Surplus
$23K
#20/216
Staff Cost %
0%
#1/216

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

Rating

C+
Score: 68.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Contact Details

Address
Warkworth, Warkworth

Registration

Registration NumberCC54706
Entity TypeCharitable Trust
Registered2 Aug 2017
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated14 Feb 2017
Registered office
21 Bertram Street Warkworth 0910, Warkworth

Sector & Activities

Primary Sector
Health
Activities
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: 3 October 2026.