Synergy Community Trust — Health Charity in Auckland

Synergy Community Trust is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: 1. to promote, support, encourage, and foster the involvement and participation of the general public in sports, recreation, health, and arts activities, programmes, events or competitions to improve their fitness and wellbeing that benefit the community. 2. to promote, support, encourage, and foster the character development of young people. 3. to provide activities and services to assist in meeting the needs, to improve the health and the general wellbeing of older people. 4. to provide and support multicultural arts and cultural activities, programmes, events, and festivals. 5. to provide support and assistance to immigrants to integrate into the local community. 6. to develop collaborations, networks and partnerships with groups and organisations that may benefit the community.

Registration Number
CC48837
Charity Type
Trust
Registration Date
2012-11-20
Status
Active
Sector
Health
Location
Auckland, Auckland
Email
scommunitytrust@gmail.com
Funder Status
Grant-making charity (community_trust)
Data as at
March 2025

Beneficiaries: Children / young people, Older people, People of a certain ethnic / racial origin, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.1M-
2024$0.6M$0.7M$0.2M
2023$0.6M$0.7M$0.3M
2022$0.5M$0.5M$0.3M
2021$0.6M$0.7M$0.4M
2020$0.9M$0.9M$0.5M
2019$1.0M$1.0M$0.5M
2018$0.9M$0.7M$0.4M
2017$0.5M$0.5M$0.3M
2016$0.5M$0.4M$0.3M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Pengyu LiTrustee2012-10-24

Former Officers (2)

  • Xiaojing Zhao — Trustee
  • P Li — Trustee

Funding Sources

  • Blue Sky Community Trust — $430,708.58
  • Dragon Community Trust — $337,745.5
  • Blue Sky Community Trust — $186,229.38
  • Dragon Community Trust — $144,333.35
  • Milestone Foundation — $62,774.29
  • Dragon Community Trust — $40,532.77
  • Milestone Foundation Limited — $40,032.24
  • Dragon Community Trust — $17,545.17

Similar Charities in Health

FunderHealthTrustCommunity Trust

Synergy Community Trust

CC48837Auckland, AucklandRegistered 20 Nov 2012
Data updated: 3 days ago
Financials31 Mar 2025Rating2d ago

Financial data as at March 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 (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
    2 current officers 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

$11.4K

Expenses

$75.5K

Staff

2

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
HealthArts & CultureSports & RecreationCommunity Development
Beneficiaries
YouthElderlyGeneral Public
Geographic Focus
Auckland

About

Mission

1. to promote, support, encourage, and foster the involvement and participation of the general public in sports, recreation, health, and arts activities, programmes, events or competitions to improve their fitness and wellbeing that benefit the community. 2. to promote, support, encourage, and foster the character development of young people. 3. to provide activities and services to assist in meeting the needs, to improve the health and the general wellbeing of older people. 4. to provide and support multicultural arts and cultural activities, programmes, events, and festivals. 5. to provide support and assistance to immigrants to integrate into the local community. 6. to develop collaborations, networks and partnerships with groups and organisations that may benefit the community.

Who We Serve

Beneficiaries
Children / young peopleOlder peoplePeople of a certain ethnic / racial originOther - All

Key Statistics

Annual Revenue
$11.4K
Total Expenses
$75.5K
Net Assets
-
Staff
2
employees
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
3.8mo
Could operate 3.8 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

45
Score /100
Concentrated
HHI: 5,459
Donations70.3%
Other21.0%
Investment Income8.7%

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

Peer Comparison

Ranked against 265 peers · Health · Under $100K

Rating Score
0
#55/266
Revenue
$11K
#159/266
Reserve Months
0.0
#1/266
Surplus
$-64K
#255/266
Staff Cost %
62%
#266/266

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
Auckland, Auckland

Registration

Registration NumberCC48837
Entity TypeTrust
Registered20 Nov 2012
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated25 Oct 2012
Registered office
1St Floor, Remuera, Auckland

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides human resources (e.g. staff / volunteers)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: 28 September 2026.