Te Hau Awhiowhio o Otangarei Trust — Social Services Charity in Whangarei

Te Hau Awhiowhio o Otangarei Trust is a Trust charity in the Social Services sector, based in Whangarei , Whangarei . CharityData rates this charity A (92.5/100). Annual revenue: $7.9M NZD. Financial data as at June 2025.

Mission: Kaupapa driven Service Provider supporting Whanau determine their own direction and destiny. Whanau are thriving, healthy and contributing to social wellness. With vibrant community leadership whanau will thrive with confidence

Registration Number
CC50436
Charity Type
Trust
Registration Date
2014-07-31
Status
Active
CharityData Rating
A (92.5/100)
Sector
Social Services
Location
Whangarei , Whangarei
Email
awhiowhio@otangarei.org
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people, People of a certain ethnic / racial origin

Financial Summary

Total Revenue
$7.9M NZD
Total Expenses
$7.0M NZD
Total Assets
$14.6M NZD
Net Assets
$11.8M NZD
Reserve Months
6.0 months of operating expenses
Staff Count
60
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$7.9M$7.0M$11.8M
2024$8.7M$5.8M$10.7M
2023$6.7M$5.5M$7.7M
2022$1.9M$3.4M$6.5M
2021$5.4M$3.7M$4.2M
2020$4.4M$2.1M$2.9M
2019$2.1M$0.7M$1.4M
2018$2.5M$1.7M$1.1M
2017$2.2M$2.1M$1.0M
2016$1.8M$1.9M$1.0M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Grant BerghanTrustee2025-11-11
Te Ara ArmstrongTrustee2025-10-16
Cherylene CassidyChair2022-10-20

Former Officers (22)

  • Te Ropu Poa — Chair (departed 2025-08-21)
  • Margaret Hand — Trustee (departed 2024-12-19)
  • Stephen Bennett — Trustee
  • Pauline Hopa — Trustee
  • Marcelle Kaipo — Trustee (departed 2024-12-19)
  • Kelly H Haora — Trustee (departed 2024-06-20)
  • Teropu Poa — Trustee (departed 2020-12-17)
  • Dianne Te Nana — Trustee
  • Megan Wills — Trustee (departed 2022-09-15)
  • James Nair — Trustee (departed 2021-05-20)
  • Solomon Tipene — Trustee (departed 2017-11-16)
  • Kim Tito — Trustee (departed 2020-10-15)
  • Tekenana Wiremu Puriri — Chair (departed 2019-07-18)
  • Tania Tito-Edge — Trustee (departed 2018-01-18)
  • Alan Martin — Trustee (departed 2018-01-23)
  • Alan Wihongi — Trustee (departed 2015-12-17)
  • Judy Baker — Trustee
  • Maria Baker — Trustee (departed 2016-01-19)
  • Janine Kaipo — Trustee (departed 2014-07-18)
  • Martin Kaipo — Trustee (departed 2024-07-18)

Executive Compensation

NameRoleCompensationYear
Judith BakerTrustee-2024
Marcelle KaipoTrustee-2024
Charlee KaipoPractice Manager-2024
Margaret HandTrustee-2024
Dianne Te NanaTrustee-2024
Martin KaipoCEO-2024

Major Funders and Contracts (FY2024)

As disclosed in Te Hau Awhiowhio o Otangarei Trust's annual report.

  • Te Aka Whai Ora and Mahitahi Hauora PHO — Health Services
  • Oranga Tamariki; MSD; Te Puni Kokiri — Social Services
  • Ministry of Social Development — Housing Services and Education Services
  • Whanau Ora Commissioning Agency via Ngati Hine Health Trust — Whanau Ora Services

Service Providers

  • Coastal Accounting Limited
  • ANZ Bank
  • Wills Westenra Lawyers

Similar Charities in Social Services

Social ServicesTrust

Te Hau Awhiowhio o Otangarei Trust

CC50436Whangarei , Whangarei Registered 31 Jul 2014
Data updated: 2 days ago
Financials30 Jun 2025Ratingyesterday

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

A
93/100
Financial
100
Governance
75
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.

  • Same audit firm for many years
    Same audit firm (BDO Northland) for 7 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

$7.9M

Expenses

$7.0M

Assets

$14.6M

Staff

60

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

About

Mission

Kaupapa driven Service Provider supporting Whanau determine their own direction and destiny. Whanau are thriving, healthy and contributing to social wellness. With vibrant community leadership whanau will thrive with confidence

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople of a certain ethnic / racial origin

Key Statistics

Annual Revenue
$7.9M
Total Expenses
$7.0M
Net Assets
$11.8M
Staff
60
employees
Volunteers
0

Financial Trends

Financial Trends (11 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
6mo
Could operate 6 months with zero revenue
Healthy
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

9
Score /100
Highly Concentrated
HHI: 9,055
High Concentration: 95% of revenue from Other
Other95.1%
Government Grants3.0%
Donations1.0%
Investment Income0.8%

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

Peer Comparison

Ranked against 55 peers · Social Services · $1M – $10M

Rating Score
93
#1/56
Revenue
$7.9M
#3/56
Reserve Months
6.0
#1/56
Surplus
$913K
#6/56
Staff Cost %
61%
#56/56

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

Rating History

A
2025
Score: 92.5
Financial: 100 | Governance: 75 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

A
Score: 92.5/100
Financial
100
Governance
75
Transparency
65
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Contact Details

Address
Whangarei , Whangarei

Registration

Registration NumberCC50436
Entity TypeTrust
Registered31 Jul 2014
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated25 Aug 2014

Sector & Activities

Primary Sector
Social Services
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.