New Zealand Occupational Therapists Research And Education TrustEducation Charity in Paraparaumu

New Zealand Occupational Therapists Research And Education Trust is a Trust charity in the Education sector, based in Paraparaumu, Paraparaumu. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2021.

Mission: The NZ Occupational Therapists Research and Education Trust was set up to provide support through scholarships and training to occupational therapists in New Zealand

Registration Number
CC39651
Charity Type
Trust
Registration Date
2025-02-20
Status
Active
Sector
Education
Location
Paraparaumu, Paraparaumu
Email
accounts@otnzwna.co.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2021

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.2M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2021-03-31

Financial History

YearRevenueExpensesNet Assets
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.1M
2016$0.1M$0.0M$0.1M
2015$0.0M$0.0M$0.1M
2014$0.0M$0.0M$0.1M
2013$0.0M$0.0M$0.1M
2012$0.0M$0.0M$0.1M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Fiona GrahamTrustee2012-11-22

Former Officers (9)

  • Julia BattersbyTrustee (departed 2021-11-19)
  • Marie ChesterTrustee (departed 2025-01-23)
  • Georgina DavisTrustee (departed 2017-09-14)
  • Jane WilsonTrustee (departed 2016-11-01)
  • Clare ThompsonTrustee (departed 2015-03-27)
  • Rita RobinsonTrustee (departed 2012-11-22)
  • Patricia EganTrustee (departed 2009-12-15)
  • Linda WilsonTrustee (departed 2012-09-20)
  • Diane HenareTrustee (departed 2017-09-14)

Similar Charities in Education

FunderEducationTrustTrust

New Zealand Occupational Therapists Research And Education Trust

CC39651Paraparaumu, ParaparaumuRegistered 20 Feb 2025
Data updated: 1 Sept 2026
Financials31 Mar 2021Rating14h ago

Financial data as at March 2021. Sourced from Charities Services register.

NR
Not ratedLast filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

How ratings work →

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.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

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

$29.4K

Expenses

$3.7K

Assets

$167.6K

Financial data from Charities Services annual return (FY2021). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The NZ Occupational Therapists Research and Education Trust was set up to provide support through scholarships and training to occupational therapists in New Zealand

Key Statistics

Annual Revenue
$29.4K
Total Expenses
$3.7K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (13 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
517.1mo
Could operate 517.1 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

14
Score /100
Highly Concentrated
HHI: 8,613
High Concentration: 93% of revenue from Donations
Donations92.5%
Investment Income7.5%

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

Peer Comparison

Ranked against 323 peers · Education · Under $100K

Rating Score
0
#47/324
Revenue
$29K
#129/324
Reserve Months
0.0
#1/324
Surplus
$26K
#21/324
Staff Cost %
0%
#1/324

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

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Paraparaumu, Paraparaumu

Registration

Registration NumberCC39651
Entity TypeTrust
Registered20 Feb 2025
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated28 Jun 1949
Registered office
11 Tuhoro Street, Otorohanga, Otorohanga, 3900

Sector & Activities

Primary Sector
Education

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.