Waitakere Health & Education TrustReligion Charity in Auckland

Waitakere Health & Education Trust is a Trust charity in the Religion sector, based in Auckland, Auckland. CharityData rates this charity C+ (68.5/100). Annual revenue: $0.2M NZD. Financial data as at March 2025.

Mission: To provide the environment and facilities where members of the public can be instructed and undertake healthy recreational exercise, and receive education and training in personal , spiritual and mental health.

Registration Number
CC22261
Charity Type
Trust
Registration Date
2008-03-27
Status
Active
CharityData Rating
C+ (68.5/100)
Sector
Religion
Location
Auckland, Auckland
Email
mail@aiowira.org.nz
Data as at
March 2025

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.3M NZD
Total Assets
$0.9M NZD
Net Assets
$0.9M NZD
Reserve Months
40.7 months of operating expenses
Staff Count
26
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.3M$0.9M
2024$0.2M$0.2M$0.9M
2023$0.2M$0.2M$0.8M
2022$0.1M$0.1M$0.8M
2021$0.1M$0.1M$0.8M
2020$0.1M$0.2M$0.8M
2019$0.2M$0.2M-
2018$0.1M$0.1M-
2017$0.2M$0.1M-
2016$0.2M$0.1M$0.9M

CharityData Rating

Overall Grade
C+
Overall Score
68.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Patrick GiffordTrustee2026-09-02
David GrearTrustee2026-08-11
Paul ArcherTrustee2026-08-11

Former Officers (14)

  • Tracey PhizackerleyTrustee
  • Helen TregonningTrustee and Acting Chairperson (departed 2026-08-22)
  • Brady PolkinghorneTrustee (departed 2023-08-01)
  • Sue NashTrustee (departed 2023-08-07)
  • Jill AndersonTrustee
  • Marino SherwinTrustee (departed 2026-02-01)
  • Penelope PowellSecretary (departed 2025-01-17)
  • James HeaysTrustee (departed 2022-08-01)
  • Kathryn AveryTrustee (departed 2025-10-31)
  • Adnan AhmedTrustee (departed 2024-01-24)
  • Zoe BrownlieTrustee (departed 2021-04-30)
  • Ulrike StephanTreasurer (departed 2025-04-08)
  • Barry VautierChair (departed 2023-05-12)
  • Pamela TateSecretary (departed 2022-12-19)

Similar Charities in Religion

ReligionTrust

Waitakere Health & Education Trust

CC22261Auckland, AucklandRegistered 27 Mar 2008
Data updated: 1 Sept 2026
Financials31 Mar 2025Rating20h ago

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

C+
69/100
Financial
70
Governance
65
Transparency
65
Revenue

$249.8K

Expenses

$251.2K

Assets

$871.6K

Staff

26

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

To provide the environment and facilities where members of the public can be instructed and undertake healthy recreational exercise, and receive education and training in personal , spiritual and mental health.

Key Statistics

Annual Revenue
$249.8K
Total Expenses
$251.2K
Net Assets
$852.2K
Staff
26
employees
Volunteers
0

Financial Trends

Financial Trends (17 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
0mo
Could operate 0 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

3
Score /100
Highly Concentrated
HHI: 9,724
High Concentration: 99% of revenue from Other
Other98.6%
Investment Income1.4%

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

Peer Comparison

Ranked against 196 peers · Religion · $100K – $1M

Rating Score
69
#17/197
Revenue
$250K
#94/197
Reserve Months
40.7
#1/197
Surplus
$-1K
#138/197
Staff Cost %
13%
#197/197

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

Rating

C+
Score: 68.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC22261
Entity TypeTrust
Registered27 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Aug 2001
Registered office
Aio Wira Road, Waitakere, Auckland

Sector & Activities

Primary Sector
Religion

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: 11 September 2026.