Whangaroa Health Services Trust — Health Charity in Kaeo

Whangaroa Health Services Trust is a Trust charity in the Health sector, based in Kaeo, Kaeo. CharityData rates this charity B (76.1/100). Annual revenue: $3.2M NZD. Financial data as at June 2025.

Mission: Towards a healthy, thriving and resilient Community

Registration Number
CC31930
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.1/100)
Sector
Health
Location
Kaeo, Kaeo
Email
cinnamon.whitlock@whst.org.nz
Data as at
June 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$3.2M NZD
Total Expenses
$3.5M NZD
Total Assets
$6.3M NZD
Net Assets
$6.0M NZD
Reserve Months
1.4 months of operating expenses
Staff Count
42
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$3.2M$3.5M$6.0M
2024$3.9M$3.8M$6.3M
2023$3.6M$3.5M$6.2M
2022$3.6M$3.3M$4.0M
2021$3.2M$3.0M$3.7M
2020$3.6M$3.3M$3.4M
2019$4.1M$3.9M$2.3M
2018$4.0M$4.0M$2.1M
2017$3.7M$4.1M$2.2M
2016$3.5M$3.9M$2.2M

CharityData Rating

Overall Grade
B
Overall Score
76.1/100
Financial Score
80.8
Governance Score
65
Transparency Score
85

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Alison GaleTrustee2026-06-24
Stephen WrightTrustee2026-06-24
Emma HepiTrustee2026-06-24
Paul MitchellTrustee2026-06-24
Julie StewartTrustee2026-06-24
Bree DavisTrustee2022-02-16

Former Officers (49)

  • Olive Guy — Trustee (departed 2026-06-24)
  • Adele Morunga Hamilton — Trustee (departed 2026-06-24)
  • Edward Beattie — Trustee-Māori-Representative (departed 2024-10-16)
  • Frank Moses — Trustee (departed 2025-02-21)
  • Jannie Whitlock — on Leave (departed 2025-11-24)
  • Brent Rodgers — Chair, Deputy (departed 2025-08-28)
  • Jess Williams — Chair (departed 2026-04-27)
  • Ruth Heta — Trustee (departed 2023-03-22)
  • Korey Atama — Trustee (departed 2023-12-06)
  • Hannah Hunter — Trustee (departed 2023-12-06)
  • Sue Brown — Aged Care Trustee (departed 2023-12-06)
  • Clifton Baker — Finance Trustee (departed 2023-04-21)
  • Geoff Hazelden — Trustee (departed 2021-11-24)
  • Dean Phare — Trustee (departed 2021-11-24)
  • Lorreen Broughton — Clinical Trustee (departed 2021-11-24)
  • James Nair — Trustee (departed 2019-10-30)
  • Dr Kathy Bakke — Trustee (departed 2019-10-30)
  • Wiki Todd — Trustee (departed 2019-10-30)
  • Graeme Thomas — Trustee (departed 2018-11-27)
  • Craig Barnes — Trustee (departed 2019-10-30)

Executive Compensation

NameRoleCompensationYear
Board/Trustees (unpaid)Trustee$5,2902024
Hannah HunterTrustee$4,2002024

Funding Sources

  • Pub Charity Limited — $32,981.74
  • Oxford Sports Trust — $13,000
  • Grassroots Trust Limited — $4,501

Similar Charities in Health

HealthTrust

Whangaroa Health Services Trust

CC31930Kaeo, KaeoRegistered 30 Jun 2008
Data updated: 2 days ago
Financials30 Jun 2025Rating2d ago

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

B
76/100
Financial
81
Governance
65
Transparency
85

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.

  • 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.

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

$3.2M

Expenses

$3.5M

Assets

$6.3M

Staff

42

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

About

Mission

Towards a healthy, thriving and resilient Community

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$3.2M
Total Expenses
$3.5M
Net Assets
$6.0M
Staff
42
employees

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
1.4mo
Could operate 1.4 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

41
Score /100
Concentrated
HHI: 5,934
Other72.5%
Government Grants26.0%
Investment Income1.1%
Donations0.3%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
76
#18/68
Revenue
$3.2M
#21/68
Reserve Months
1.4
#1/68
Surplus
$-320K
#67/68
Staff Cost %
69%
#68/68

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

Rating History

B
2025
Score: 76.1
Financial: 81 | Governance: 65 | Transparency: 85
Current
B
2024
Score: 76.1
Financial: 77 | Governance: 75 | Transparency: 65

Rating

B
Score: 76.1/100
Financial
80.8
Governance
65
Transparency
85
Why this grade: Financial 81 × 40% + Governance 65 × 60% = 71 → B.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC31930
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Dec 1996
Registered office
Omaunu Rd Kaeo, Kaeo

Sector & Activities

Primary Sector
Health
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: 28 September 2026.