Health Rotorua Charitable Trust — Health Charity in Rotorua

Health Rotorua Charitable Trust is a Trust charity in the Health sector, based in Rotorua, Rotorua. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at June 2024.

Mission: To improve community health outcomes in the Rotorua District, particularly for those people with high needs. To develop and support a community based collaborative approach to primary health care in the Rotorua District, in order to be more effective and meet the needs of the population. To purse any other objectives which are charitable in accordance with the laws of New Zealand and consistent with the objectives set out above.

Registration Number
CC29417
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Health
Location
Rotorua, Rotorua
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2024

Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.3M NZD
Total Assets
$0.6M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2024-06-30

Financial History

YearRevenueExpensesNet Assets
2024$0.2M$0.3M$0.0M
2023$0.2M$0.2M$0.6M
2022$0.4M$0.1M$0.7M
2021$0.0M$0.0M$0.3M
2020$0.0M$0.0M$0.3M
2019$0.0M$0.0M$0.3M
2018$0.0M$0.0M$0.3M
2017$0.0M$0.0M$0.3M
2016$0.0M$0.0M$0.3M
2015$0.0M$0.0M$0.3M

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Oneira MeyerTrustee2021-11-24
Caerlie PickenTrustee2020-11-04
Kristine PenmanTrustee2018-12-05
Erin TurnerTrustee2018-11-08
Genevieve MatthewsTrustee2015-12-02

Former Officers (14)

  • Neil Poskitt — Trustee (departed 2020-11-04)
  • Michael Grant — Trustee (departed 2018-11-08)
  • Michael Williams — Trustee (departed 2024-07-01)
  • Judith Donnell — Trustee (departed 2016-12-08)
  • Nicola Elder — Trustee (departed 2016-12-08)
  • Elaine Barrington — Trustee (departed 2018-12-05)
  • Stuart Williams — Trustee (departed 2014-11-26)
  • Vicky Gaunt — Trustee (departed 2012-10-24)
  • Alastair McLean — Trustee (departed 2015-12-02)
  • Lisa Hughes — Trustee (departed 2019-12-19)
  • Benjamin Cheesman — Trustee (departed 2008-06-10)
  • Rosalind Rowarth — Trustee (departed 2011-12-08)
  • Leonie Sinclair — Trustee (departed 2019-12-19)
  • Desmond Epp — Trustee (departed 2015-12-02)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Health Rotorua Charitable Trust

CC29417Rotorua, RotoruaRegistered 30 Jun 2008
Data updated: 6 days ago
Financials30 Jun 2024Rating3d ago

Financial data as at June 2024. Sourced from Charities Services register.

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

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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 5. 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.
  • Current annual return overdue
    The newest annual return we hold is 27 months old — a more recent return may already be on the Charities Services register

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

$228.9K

Expenses

$278.3K

Assets

$625.3K

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthArts & CultureCommunity Development
Beneficiaries
General Public
Geographic Focus
Bay of PlentyNationwide

About

Mission

To improve community health outcomes in the Rotorua District, particularly for those people with high needs. To develop and support a community based collaborative approach to primary health care in the Rotorua District, in order to be more effective and meet the needs of the population. To purse any other objectives which are charitable in accordance with the laws of New Zealand and consistent with the objectives set out above.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$228.9K
Total Expenses
$278.3K
Net Assets
$10
Volunteers
0

Financial Trends

Financial Trends (16 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
3.7mo
Could operate 3.7 months with zero revenue
Low reserves
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

8
Score /100
Highly Concentrated
HHI: 9,159
High Concentration: 96% of revenue from Other
Other95.6%
Investment Income4.4%

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

Peer Comparison

Ranked against 157 peers · Health · $100K – $1M

Rating Score
0
#39/158
Revenue
$229K
#93/158
Reserve Months
0.0
#1/158
Surplus
$-49K
#135/158
Staff Cost %
0%
#1/158

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

Rating

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

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Contact Details

Address
Rotorua, Rotorua

Registration

Registration NumberCC29417
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated11 Mar 2005
Registered office
1350 Hinemoa Street, Rotorua

Sector & Activities

Primary Sector
Health
Activities
Provides services (e.g. care / counselling)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: 29 September 2026.