Mockingbird Charitable Trust — Health Charity in Tauranga

Mockingbird Charitable Trust is a Charitable Trust charity in the Health sector, based in Tauranga, Tauranga. Annual revenue: $0.3M NZD. Financial data as at June 2025.

Mission: The purpose of the Trust is to provide an inclusive and equitable environment that celebrates neurodiversity and honours the uniqueness of each person and family.

Registration Number
CC54952
Charity Type
Charitable Trust
Registration Date
2017-11-20
Status
Active
Sector
Health
Location
Tauranga, Tauranga
Email
robyn@mockingbird.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.2M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
7
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.2M$0.1M
2024$0.2M$0.2M$0.1M
2023$0.2M$0.2M$0.0M
2022$0.2M$0.2M$0.1M
2021$0.2M$0.1M$0.0M
2020$0.1M$0.1M$0.0M
2019$0.1M$0.1M-
2018$0.1M$0.1M$0.0M

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Benjamin RotsteinTrustee2026-06-30
Noel BensteadTrustee2026-06-30
Sarah DasTrustee2025-09-02
Stephen PeddleChair2022-05-30

Former Officers (8)

  • Angelo Morehu — Trustee (departed 2026-02-08)
  • Gina Winch — Chair (departed 2020-01-22)
  • Natasha Biddle — Chair (departed 2022-09-30)
  • Danielle Koolen — Marketing (departed 2018-03-13)
  • Melanie Lowe — Secretary (departed 2020-03-21)
  • Sarah Julou — Funding Officer (departed 2022-01-25)
  • Robyn McLeod — Operations Representative (departed 2026-05-22)
  • Hannah Fairweather — Treasurer (departed 2018-04-10)

Funding Sources

  • Lion Foundation — $10,350
  • Lion Foundation — $9,600
  • Lion Foundation — $9,600
  • Lion Foundation — $5,000
  • New Zealand Community Trust — $5,000
  • New Zealand Community Trust — $5,000

Similar Charities in Health

HealthCharitable Trust

Mockingbird Charitable Trust

CC54952Tauranga, TaurangaRegistered 20 Nov 2017
Data updated: 1 Nov 2026
Financials30 Jun 2025Rating1mo ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$253.4K

Expenses

$239.6K

Assets

$67.6K

Staff

7

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

About

Mission

The purpose of the Trust is to provide an inclusive and equitable environment that celebrates neurodiversity and honours the uniqueness of each person and family.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanau

Key Statistics

Annual Revenue
$253.4K
Total Expenses
$239.6K
Net Assets
$66.0K
Staff
7
employees
Volunteers
0

Financial Trends

Financial Trends (8 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
2.7mo
Could operate 2.7 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

29
Score /100
Highly Concentrated
HHI: 7,124
High Concentration: 84% of revenue from Other
Other83.6%
Trading / Services10.4%
Donations5.1%
Investment Income0.9%

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

Peer Comparison

Ranked against 138 peers · Health · $100K – $1M

Rating Score
0
#39/139
Revenue
$253K
#79/139
Reserve Months
0.0
#1/139
Surplus
$14K
#75/139
Staff Cost %
81%
#139/139

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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Latest Audit

FY2022
Clean
5 years of audit history

Contact Details

Address
Tauranga, Tauranga

Registration

Registration NumberCC54952
Entity TypeCharitable Trust
Registered20 Nov 2017
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated31 May 2019
Registered office
1185 Welcome Bay Road, RD 7, Te Puke
Differs from Charities Register address (70 Windermere Drive, , Poike, Tauranga, 3112, Tauranga, Tauranga). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Health
Activities
Provides 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.