Waitakere Health & Education Trust — Religion 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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Patrick Gifford | Trustee | 2026-09-02 |
| David Grear | Trustee | 2026-08-11 |
| Paul Archer | Trustee | 2026-08-11 |
Former Officers (14)
- Tracey Phizackerley — Trustee
- Helen Tregonning — Trustee and Acting Chairperson (departed 2026-08-22)
- Brady Polkinghorne — Trustee (departed 2023-08-01)
- Sue Nash — Trustee (departed 2023-08-07)
- Jill Anderson — Trustee
- Marino Sherwin — Trustee (departed 2026-02-01)
- Penelope Powell — Secretary (departed 2025-01-17)
- James Heays — Trustee (departed 2022-08-01)
- Kathryn Avery — Trustee (departed 2025-10-31)
- Adnan Ahmed — Trustee (departed 2024-01-24)
- Zoe Brownlie — Trustee (departed 2021-04-30)
- Ulrike Stephan — Treasurer (departed 2025-04-08)
- Barry Vautier — Chair (departed 2023-05-12)
- Pamela Tate — Secretary (departed 2022-12-19)
Similar Charities in Religion
- Christian Youth Camps Incorporated — Religion
- Hutt Valley Presbyterian College For Girls Incorporated — Religion
- Lawrence Waitahuna Presbyterian Church — Religion
- Whangarei Central Baptist Church — Religion
- L'Arche Kāpiti Incorporated — Religion
Waitakere Health & Education Trust
Financial data as at March 2025. Sourced from Charities Services register.
$249.8K
$251.2K
$871.6K
26
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
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
Financial Trends
Financial Trends (17 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 196 peers · Religion · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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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: 11 September 2026.
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