Lions Club of Orewa Charitable TrustHealth Charity in Orewa

Lions Club of Orewa Charitable Trust is a Trust charity in the Health sector, based in Orewa, Orewa. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: Lions are people who want to give 100 percent of funds raised back to their community. It may be painting the fence at the local kindergarten, running a raffle to raise money for a community project like a new ambulance or anything in between. Whatever it is we have heaps of fun doing it. Clubs are autonomous so they get to choose what “projects” they do and how they spend the money they raise.

Registration Number
CC27647
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Health
Location
Orewa, Orewa
Email
warwick.simons@xtra.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.0M NZD
Reserve Months
2.0 months of operating expenses
Volunteers
1
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M-
2024$0.1M$0.1M-
2023$0.1M$0.1M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Laurie RandsTrustee2023-07-05
Helen RoderickTrustee2021-07-29
Deborah LagdonTrustee2021-07-19
Wendy MillerTrustee2020-07-01
Warwick SimonsTreasurer2018-06-21

Former Officers (14)

  • Ian WhiteSecretary (departed 2023-06-30)
  • Chrstine PoveyTrustee (departed 2021-06-30)
  • Audrey MetcalfePresident (departed 2018-06-21)
  • Lorna MaddockSecretary (departed 2018-06-21)
  • Amanda HebbenTrustee (departed 2020-07-01)
  • Marell MatcalfeTreasurer (departed 2016-04-05)
  • Anita BUCHANTrustee (departed 2013-05-01)
  • Paul ReidTrustee (departed 2013-05-01)
  • Christina MannesTrustee (departed 2012-07-16)
  • Margaret BlakistonTrustee (departed 2009-02-22)
  • Roy MonkTrustee (departed 2010-06-01)
  • Gerald MunroTrustee (departed 2009-11-01)
  • Peter McKinneyTrustee (departed 2017-07-04)
  • Brian StevensTrustee (departed 2013-12-27)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Lions Club of Orewa Charitable Trust

CC27647Orewa, OrewaRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials30 Jun 2025Ratingyesterday

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

B-
74/100
Financial
78
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 designated
    Board of 10 with no chair designated on the register

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

$86.9K

Expenses

$86.6K

Assets

$14.7K

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

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Arts & CultureCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

Lions are people who want to give 100 percent of funds raised back to their community. It may be painting the fence at the local kindergarten, running a raffle to raise money for a community project like a new ambulance or anything in between. Whatever it is we have heaps of fun doing it. Clubs are autonomous so they get to choose what “projects” they do and how they spend the money they raise.

Key Statistics

Annual Revenue
$86.9K
Total Expenses
$86.6K
Net Assets
-
Volunteers
1

Financial Trends

Financial Trends (17 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
39c
For every $1 spent, 39c reaches programs
Needs attention
Sustainability
2mo
Could operate 2 months with zero revenue
Critical
Fundraising Cost
$0.61
Costs $0.61 to raise each $1 in donations
High cost

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Donations
Donations100.0%

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

Peer Comparison

Ranked against 226 peers · Health · Under $100K

Rating Score
74
#11/227
Revenue
$87K
#15/227
Reserve Months
2.0
#1/227
Surplus
$271
#107/227
Staff Cost %
0%
#1/227

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

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Contact Details

Address
Orewa, Orewa

Registration

Registration NumberCC27647
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated5 May 2008
Registered office
27 Old North Road Orewa 0931 Auckland, Orewa

Sector & Activities

Primary Sector
Health

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: 11 September 2026.