Heart of the Bays Incorporated — Health Charity in Auckland

Heart of the Bays Incorporated is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at March 2025.

Mission: To provide opportunities for connections and to enable our diverse community to thrive.

Registration Number
CC21150
Charity Type
Trust
Registration Date
2008-02-14
Status
Active
Sector
Health
Location
Auckland, Auckland
Email
info@hotb.co.nz
Funder Status
Grant-making charity (society)
Data as at
March 2025

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Religious groups, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$0.3M NZD
Net Assets
$0.2M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Volunteers
2
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.2M$0.2M
2024$0.2M$0.2M$0.1M
2023$0.2M$0.2M$0.1M
2022$0.3M$0.3M$0.1M
2021$0.4M$0.3M$0.2M
2020$0.3M$0.2M$0.2M
2019$0.2M$0.2M$0.1M
2018$0.2M$0.2M$0.1M
2017$0.2M$0.2M$0.1M
2016$0.2M$0.2M$0.1M

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Pamela MartinTreasurer2026-08-17
Kim WyattChair2026-03-16
Glenys HarwoodCommittee Member2024-06-24
Rebecca SmithCommitee Member2024-01-16
Pamela EllisonTreasurer2009-05-29

Former Officers (36)

  • Margaret Hellyer — Committee Member (departed 2026-03-16)
  • Wendy Greenough — Committee Member (departed 2026-03-23)
  • Martin Adlington — Committee Member (departed 2026-03-16)
  • Rita Maro — Committee Member (departed 2022-06-29)
  • Eileen Sione — Committee Member (departed 2023-03-22)
  • Amanda Visser — Committee Member (departed 2022-02-16)
  • Taylor Lake — Committee Member (departed 2023-02-22)
  • Wenmiao Bain — Committee Member (departed 2023-06-21)
  • Rose Bright — Committee Member (departed 2021-06-30)
  • Michael Phillips — Treasurer (departed 2021-06-30)
  • Neha Concisom — Committee Member (departed 2020-06-29)
  • Deborah Hull-Brown — Chair (departed 2021-06-30)
  • Carolina Monserrat — Committee Member (departed 2020-06-24)
  • Kathy Waugh — Secretary (departed 2026-07-06)
  • Sonette de Koster — Deputy Chairperson (departed 2020-01-21)
  • Brigid Curran — Chair (departed 2019-06-25)
  • Lois Badland — Committee Member (departed 2020-06-29)
  • Richard Raven — Committee Member (departed 2018-06-28)
  • Anne Raven — Committee Member (departed 2018-06-28)
  • Bjorn Binzegger — Committee Member (departed 2016-06-30)

Funding Sources

  • Pub Charity Limited — $1,795.65

Similar Charities in Health

FunderHealthTrustSociety

Heart of the Bays Incorporated

CC21150Auckland, AucklandRegistered 14 Feb 2008
Data updated: 5 days ago
Financials31 Mar 2025Rating3d ago

Financial data as at March 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 →
Revenue

$226.1K

Expenses

$178.9K

Assets

$282.6K

Staff

3

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

Funder Profile

Grantmaker

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

Funding Sectors
Community Development
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

To provide opportunities for connections and to enable our diverse community to thrive.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople of a certain ethnic / racial originPeople with disabilitiesReligious groupsVoluntary bodies other than charities

Key Statistics

Annual Revenue
$226.1K
Total Expenses
$178.9K
Net Assets
$171.1K
Staff
3
employees
Volunteers
2

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
99c
For every $1 spent, 99c reaches programs
Strong
Sustainability
16.9mo
Could operate 16.9 months with zero revenue
Healthy
Fundraising Cost
$0.13
Costs $0.13 to raise each $1 in donations
Efficient

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

13
Score /100
Highly Concentrated
HHI: 8,692
High Concentration: 93% of revenue from Other
Other93.1%
Donations4.2%
Investment Income2.6%

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
$226K
#93/158
Reserve Months
0.0
#1/158
Surplus
$47K
#47/158
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
30
Transparency
65
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC21150
Entity TypeTrust
Registered14 Feb 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated24 Apr 1992
Registered office
2 Glen Road, Browns Bay, 0630

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)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.