Taita Home Trust Board — Community Development Charity in Lower Hutt
Taita Home Trust Board is a Charitable Trust charity in the Community Development sector, based in Lower Hutt, Lower Hutt. CharityData rates this charity A- (89.5/100). Annual revenue: $7.5M NZD. Financial data as at March 2024.
Mission: The principal activity of the Trust is to provide and maintain premises and services to the Aroha Care Centre for the Elderly in order to benefit the care of elderly persons. The Trust also acts as owner of the Aroha Retirement Village.
- Registration Number
- CC38819
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- A- (89.5/100)
- Sector
- Community Development
- Location
- Lower Hutt, Lower Hutt
- finance@arohacarecentre.co.nz
- Data as at
- March 2024
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $7.5M NZD
- Total Expenses
- $6.9M NZD
- Total Assets
- $24.2M NZD
- Net Assets
- $20.2M NZD
- Reserve Months
- 0.9 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2024-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $7.5M | $6.9M | $20.2M |
| 2023 | $5.9M | $0.9M | $-0.1M |
| 2022 | $5.2M | $0.7M | $-0.1M |
| 2021 | $2.5M | $0.4M | $-0.6M |
| 2020 | $2.2M | $0.2M | $-1.3M |
| 2019 | $2.3M | $0.3M | $-0.5M |
| 2018 | $2.7M | $0.5M | $-1.3M |
| 2017 | $2.9M | $0.7M | $-2.1M |
| 2016 | $2.0M | $0.5M | $-2.6M |
| 2015 | $1.2M | $1.0M | $10.4M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 89.5/100
- Financial Score
- 100
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Stephen Parker | Trustee | 2026-09-06 |
| Michelle Montgomery | CEO | 2024-12-01 |
| Andrew Campbell-Stokes | Trustee | 2024-08-26 |
Former Officers (20)
- Saroja Casinader — Trustee
- Claire Russell — Trustee
- Lorraine Kilpatrick — Trustee (departed 2024-02-26)
- Christopher Upton — Trustee (departed 2025-07-14)
- Patrick Knowles — Secretary
- Christopher Graham — Trustee (departed 2018-06-25)
- Richard Stevens — Trustee
- Judith Russell — Trustee (departed 2025-12-08)
- Lorna MaCann — Trustee
- Ian Avison — Trustee (departed 2024-02-26)
- Graham Shaw — Trustee (departed 2018-06-25)
- Andrew Hughson — Trustee
- Brian Shearer — Trustee (departed 2020-11-20)
- Maureen Lamb — Trustee
- Murray Austin — Trustee (departed 2012-03-12)
- Jean Heath — Trustee (departed 2014-09-08)
- Patricia Carter — Trustee (departed 2023-01-16)
- Henry Valentine — Trustee (departed 2014-05-14)
- Graeme Beardsley — Trustee (departed 2024-06-24)
- Neville Cowan — Secretary (departed 2011-04-14)
Reporting Group Members
Taita Home Trust Board files a consolidated Annual Return jointly with 1 sibling charity:
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Taita Home Trust Board
Financial data as at March 2024. Sourced from Charities Services register.
Reasons to look carefully (3)
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 registerNo chair or presiding role is recorded in the register for this board of 10. 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.
- Current annual return overdueThe newest annual return we hold is 30 months old — a more recent return may already be on the Charities Services register
- Shared trustees with reporting-group siblings9 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.
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.
$7.5M
$6.9M
$24.2M
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
Reporting group parent. Taita Home Trust Board files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.
Show member charities (1)
About
The principal activity of the Trust is to provide and maintain premises and services to the Aroha Care Centre for the Elderly in order to benefit the care of elderly persons. The Trust also acts as owner of the Aroha Retirement Village.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 52 peers · Community Development · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
A-Is this your charity?
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Sector & Activities
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: 5 October 2026.
Reporting Group — Consolidated Annual Return
Taita Home Trust Board is one of 2 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.
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