Kimi Hauora Wairau Marlborough PHO Trust — Health Charity in Blenheim

Kimi Hauora Wairau Marlborough PHO Trust is a Trust charity in the Health sector, based in Blenheim, Blenheim. CharityData rates this charity A (92.5/100). Annual revenue: $20.4M NZD. Financial data as at June 2025.

Mission: KHWMPHO contracts with health professionals and organisations in the community, such as General Practices, to deliver quality health care services to an enrolled population of approx 47,000 people and a total of 10 General Practices operating in Blenheim, Picton, Renwick and Havelock. Our goals are to achieve : Equity of outcome for our enrolled population, A single seamless health system, A responsive primary care workforce, People receiving the best possible safe care, People taking responsibility for their own health.

Registration Number
CC38324
Charity Type
Trust
Registration Date
2009-03-09
Status
Active
CharityData Rating
A (92.5/100)
Sector
Health
Location
Blenheim, Blenheim
Email
info@marlboroughpho.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People of a certain ethnic / racial origin, People with disabilities

Financial Summary

Total Revenue
$20.4M NZD
Total Expenses
$20.0M NZD
Total Assets
$8.9M NZD
Net Assets
$7.2M NZD
Reserve Months
4.6 months of operating expenses
Staff Count
43
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$20.4M$20.0M$7.2M
2024$19.4M$19.2M$6.7M
2023$19.2M$18.2M$6.5M
2022$20.1M$20.1M$1.1M
2021$14.6M$14.3M$1.1M
2020$13.1M$13.1M$0.8M
2019$11.7M$11.6M$0.8M
2018$10.4M$10.4M$0.8M
2017$9.7M$9.7M$0.5M
2016$9.7M$9.7M$0.5M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (42)

  • David Croad — Trustee
  • Jacqui Dean — Trustee
  • Emily Marfell — Trustee
  • Lynette Rayner — Trustee
  • Mark Peters — Independent Chair
  • Sharee Knowles — Trustee
  • Hughes Katu — Trustee
  • Ian Henderson — Trustee (departed 2023-09-27)
  • Katharine Gaines — Trustee (departed 2024-09-30)
  • Marie McKenzie — Trustee (departed 2021-09-22)
  • Ruth Hamilton — Trustee (departed 2024-09-30)
  • Deon Claassens — Trustee (departed 2020-09-23)
  • Greg King — Trustee (departed 2023-09-27)
  • Juanita Van Grinsven — Trustee (departed 2017-05-18)
  • Peter Tolan — Trustee (departed 2017-05-18)
  • Tarina Macdonald — Trustee (departed 2022-09-22)
  • Kirsten Tucker — Trustee (departed 2017-05-19)
  • Helen Pauley — Trustee (departed 2017-05-19)
  • David Taylor — Chair (departed 2016-09-21)
  • Taulapu Oliver — Company Director (departed 2013-03-28)

Executive Compensation

NameRoleCompensationYear
Greg KingTrustee-2024
Beth TesterBoard Representative-2024
Ian HendersonTrustee-2022
Greg KingTrustee-2023
Kate GainesTrustee-2022
Sharee KnowlesTrustee-2024
Greg KingTrustee-2022
Ian HendersonTrustee-2023
Ruth HamiltonTrustee-2022
Lynette RaynorTrustee-2024
Mark PetersIndependent Chairperson-2024
Ian HendersonTrustee-2024
Ruth HamiltonTrustee-2023
Not disclosedTrustee-2025
Ruth HamiltonTrustee-2024
Alistair SowmanTrustee-2022
Katharine GainesTrustee-2024
Kate GainesTrustee-2023
Hughes KatuTrustee-2023
Hughes KatuTrustee-2024

Major Funders and Contracts (FY2024)

As disclosed in Kimi Hauora Wairau Marlborough PHO Trust's annual report.

  • Health New Zealand — Te Whatu Ora — Primary Health Organisation capitation funding and primary care programmes delivery
  • Ministry of Health – Manatū Hauora — Primary health care funding

Service Providers

  • WK Advisors and Accountants Limited
  • WK Advisors and Accountants Limited
  • WK Advisors and Accountants Limited
  • Crowe New Zealand Audit Partnership
  • Crowe New Zealand Audit Partnership
  • Phil Sinclair
  • ASB Blenheim
  • ASB Blenheim
  • ASB Blenheim

Similar Charities in Health

HealthTrust

Kimi Hauora Wairau Marlborough PHO Trust

CC38324Blenheim, BlenheimRegistered 9 Mar 2009
Data updated: 2 days ago
Financials30 Jun 2025Ratingyesterday

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

A
93/100
Financial
100
Governance
75
Transparency
65

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.

  • Same audit firm for many years
    Same audit firm (Crowe New Zealand Audit Partnership) for 5 consecutive years — best practice rotates audit firms periodically to refresh independent oversight

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

$20.4M

Expenses

$20.0M

Assets

$8.9M

Staff

43

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

About

Mission

KHWMPHO contracts with health professionals and organisations in the community, such as General Practices, to deliver quality health care services to an enrolled population of approx 47,000 people and a total of 10 General Practices operating in Blenheim, Picton, Renwick and Havelock. Our goals are to achieve : Equity of outcome for our enrolled population, A single seamless health system, A responsive primary care workforce, People receiving the best possible safe care, People taking responsibility for their own health.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peoplePeople of a certain ethnic / racial originPeople with disabilities

Key Statistics

Annual Revenue
$20.4M
Total Expenses
$20.0M
Net Assets
$7.2M
Staff
43
employees
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
4.6mo
Could operate 4.6 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

3
Score /100
Highly Concentrated
HHI: 9,685
High Concentration: 98% of revenue from Other
Other98.4%
Investment Income1.6%

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

Peer Comparison

Ranked against 10 peers · Health · $10M – $50M

Rating Score
93
#1/11
Revenue
$20.4M
#2/11
Reserve Months
4.6
#1/11
Surplus
$456K
#5/11
Staff Cost %
16%
#11/11

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

Rating

A
Score: 92.5/100
Financial
100
Governance
75
Transparency
65
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Contact Details

Address
Blenheim, Blenheim

Registration

Registration NumberCC38324
Entity TypeTrust
Registered9 Mar 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated2 May 2005
Registered office
22 Queen Street, Blenheim, Blenheim

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacyProvides services (e.g. care / counselling)

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: 27 September 2026.