Ngati Koata Trust — Community Development Charity in Nelson

Ngati Koata Trust is a Trust charity in the Community Development sector, based in Nelson, Nelson. CharityData rates this charity B- (72.7/100). Annual revenue: $2.9M NZD. Financial data as at March 2025.

Mission: The Trust's purpose is to provide services to the community for social benefit.

Registration Number
CC10334
Charity Type
Trust
Registration Date
2007-05-23
Status
Active
CharityData Rating
B- (72.7/100)
Sector
Community Development
Location
Nelson, Nelson
Website
https://www.ngatikoata.com
Email
pa@ngatikoata.com
Data as at
March 2025

Beneficiaries: Animals, Children / young people, Family / whanau, Older people, People of a certain ethnic / racial origin, People with disabilities

Financial Summary

Total Revenue
$2.9M NZD
Total Expenses
$3.5M NZD
Total Assets
$38.1M NZD
Net Assets
$37.2M NZD
Reserve Months
4.9 months of operating expenses
Staff Count
9
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$2.9M$3.5M$37.2M
2024$31.1M$3.4M$37.8M
2023$2.6M$2.5M$10.1M
2022$1.9M$2.1M$10.0M
2021$1.2M$1.3M$10.2M
2020$1.1M$1.0M$10.1M
2019$1.2M$1.1M$9.8M
2018$1.1M$1.7M$9.8M
2017$1.6M$1.6M$10.4M
2016$2.7M$1.3M$10.5M

CharityData Rating

Overall Grade
B-
Overall Score
72.7/100
Financial Score
76
Governance Score
65
Transparency Score
85

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Isaac GriffinTrustee2026-05-16
Regan PaulTrustee2025-12-13
Piripi McGregorTrustee2025-12-13
Antoinette PaulTrustee2025-12-13
Richard RobinsonTrustee2023-11-18
Roma HippoliteTrustee2023-11-18
Caroline PalmerTrustee2023-05-11

Former Officers (29)

  • Shaeana Robson — Trustee (departed 2026-05-04)
  • Michael Fermanis — Trustee (departed 2025-12-31)
  • Riki Kotua — Trustee (departed 2025-09-30)
  • Joanie Wilson — Trustee (departed 2025-09-28)
  • Hemi Cumming — Trustee (departed 2025-12-13)
  • Kyle Edmonds — Trustee (departed 2024-11-23)
  • Pene Hemi — Trustee (departed 2023-11-18)
  • Melanie Mcgregor — Trustee (departed 2022-11-05)
  • Frank Hippolite — Trustee (departed 2024-11-23)
  • Nadia Keogh — Trustee (departed 2023-11-18)
  • Thomas Speers — Trustee (departed 2022-09-08)
  • George Elkington — Trustee (departed 2022-11-05)
  • Jeanette Grace — Trustee (departed 2016-11-05)
  • Dudley Dobson — Trustee (departed 2017-09-23)
  • Tama Ruruku — Trustee (departed 2015-11-28)
  • Anthony PATETE — Trustee (departed 2017-12-08)
  • Rahui Katene — Trustee (departed 2018-09-22)
  • Tahua Solomon — Trustee (departed 2018-09-22)
  • Ngawai Webber — Trustee (departed 2013-11-09)
  • Ora Kohe — Trustee (departed 2011-11-09)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Leadership Team$905,5502024
Key Management Personnel (aggregate)Leadership Team$905,550-
Key Management Personnel (aggregate)Leadership Team$905,5502025
Rob PooleyDirector$48,7492024
Rob PooleyDirector$48,749-
Rob PooleyDirector$48,7492025
Jason RogersDirector$39,9992025
Jason RogersDirector$39,9992024
Jason RogersDirector$39,999-
Lees SeymourDirector$32,499-
Lees SeymourDirector$32,4992024
Lees SeymourDirector$32,4992025
Caroline PalmerTrustee$31,0002025
Caroline PalmerTrustee$31,0002024
Caroline PalmerTrustee$31,000-
Frank Jarom HippoliteTrustee$18,8002024
Frank Jarom HippoliteTrustee$18,8002025
Frank Jarom HippoliteTrustee$18,800-
George ElkingtonDirector$17,8122024
George ElkingtonDirector$17,812-
George ElkingtonDirector$17,8122025
Hemi CummingTrustee$12,2002025
Hemi CummingTrustee$12,200-
Hemi CummingTrustee$12,2002024
Kyle EdmondsTrustee$10,200-
Kyle EdmondsTrustee$10,2002024
Kyle EdmondsTrustee$10,2002025
Nadia KeoghTrustee$8,400-
Nadia KeoghTrustee$8,4002024
Nadia KeoghTrustee$8,4002025
Benjamin HemiTrustee$7,6002025
Benjamin HemiTrustee$7,6002024
Benjamin HemiTrustee$7,600-
Joanie WilsonTrustee$6,300-
Joanie WilsonTrustee$6,3002024
Joanie WilsonTrustee$6,3002025
Regan PaulTrustee$5,000-
Regan PaulTrustee$5,0002024
Richard RobinsonTrustee$5,000-
Richard RobinsonTrustee$5,0002024
Richard RobinsonTrustee$5,0002025
Regan PaulTrustee$5,0002025
Roma HippoliteTrustee$4,6002025
Roma HippoliteTrustee$4,600-
Roma HippoliteTrustee$4,6002024

Service Providers

  • BDO

Similar Charities in Community Development

Ngati Koata Trust logo
Community DevelopmentTrust

Ngati Koata Trust

CC10334Nelson, NelsonRegistered 23 May 2007
Data updated: 4 days ago
Financials31 Mar 2025Ratingyesterday

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

B-
73/100
Financial
76
Governance
65
Transparency
85

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 7. 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.
  • Same audit firm for many years
    Same audit firm (BDO Wellington) for 5 consecutive years — best practice rotates audit firms periodically to refresh independent oversight

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

$2.9M

Expenses

$3.5M

Assets

$38.1M

Staff

9

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

The Trust's purpose is to provide services to the community for social benefit.

Who We Serve

Beneficiaries
AnimalsChildren / young peopleFamily / whanauOlder peoplePeople of a certain ethnic / racial originPeople with disabilities

Key Statistics

Annual Revenue
$2.9M
Total Expenses
$3.5M
Net Assets
$37.2M
Staff
9
employees
Volunteers
0

Financial Trends

Financial Trends (18 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
4.9mo
Could operate 4.9 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

49
Score /100
Concentrated
HHI: 5,077
Other56.2%
Investment Income43.8%

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

Peer Comparison

Ranked against 54 peers · Community Development · $1M – $10M

Rating Score
73
#24/55
Revenue
$2.9M
#23/55
Reserve Months
4.9
#1/55
Surplus
$-587K
#50/55
Staff Cost %
27%
#55/55

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

Rating

B-
Score: 72.7/100
Financial
76
Governance
65
Transparency
85
Why this grade: Financial 76 × 40% + Governance 65 × 60% = 69 → B-.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC10334
Entity TypeTrust
Registered23 May 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated2 Nov 1987
Registered office
63 Trafalgar Street, The Wood, Nelson

Sector & Activities

Primary Sector
Community Development
Activities
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.