Totara Trust Horowhenua Board — Social Services Charity in Levin

Totara Trust Horowhenua Board is a Trust charity in the Social Services sector, based in Levin, Levin. Annual revenue: $1.6M NZD. Financial data as at June 2025.

Mission: To provide safe and loving community residential care which enhances and enriches the quality of life for people with an intellectual disability.

Registration Number
CC47067
Charity Type
Trust
Registration Date
2011-07-18
Status
Active
Sector
Social Services
Location
Levin, Levin
Data as at
June 2025

Beneficiaries: People with disabilities

Financial Summary

Total Revenue
$1.6M NZD
Total Expenses
$1.6M NZD
Total Assets
$0.7M NZD
Net Assets
$0.6M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
33
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.6M$1.6M$0.6M
2024$1.6M$1.5M$0.6M
2023$1.4M$1.2M$0.6M
2022$1.2M$1.1M$0.4M
2021$1.2M$1.1M$0.4M
2020$1.2M$1.1M$0.3M
2019$1.1M$1.1M$0.3M
2018$1.0M$1.0M$0.3M
2017$0.9M$0.9M$0.4M
2016$0.9M$0.9M$0.4M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (6)

  • Hannah Carthew — Trustee
  • Alistair Howard — Trustee
  • Graham Carthew — Trustee
  • Ann Carthew — Trustee
  • Donald Bowie — Trustee
  • Stuart Campbell — Trustee

Funding Sources

  • Aotearoa Gaming Foundation — $18,000

Similar Charities in Social Services

Social ServicesTrust

Totara Trust Horowhenua Board

CC47067Levin, LevinRegistered 18 Jul 2011
Data updated: 4 days ago
Financials30 Jun 2025Rating3d ago

Financial data as at June 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 (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 6. 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.
  • Government-funding concentration
    99% of latest-year revenue came from government grants — single-stream dependency

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

$1.6M

Expenses

$1.6M

Assets

$724.1K

Staff

33

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

About

Mission

To provide safe and loving community residential care which enhances and enriches the quality of life for people with an intellectual disability.

Who We Serve

Beneficiaries
People with disabilities

Key Statistics

Annual Revenue
$1.6M
Total Expenses
$1.6M
Net Assets
$613.2K
Staff
33
employees

Financial Trends

Financial Trends (15 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
1mo
Could operate 1 months with zero revenue
Critical
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

2
Score /100
Highly Concentrated
HHI: 9,821
High Concentration: 99% of revenue from Government Grants
Government Grants99.1%
Investment Income0.5%
Donations0.4%

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
0
#35/56
Revenue
$1.6M
#33/56
Reserve Months
0.0
#1/56
Surplus
$-27K
#39/56
Staff Cost %
83%
#56/56

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2023
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Levin, Levin

Registration

Registration NumberCC47067
Entity TypeTrust
Registered18 Jul 2011
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated4 Mar 2004
Registered office
60 Macarthur Street, Levin

Sector & Activities

Primary Sector
Social Services
Activities
Provides buildings / facilities / open space

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: 29 September 2026.