Ngāti Rongomai Iwi Charitable Trust — Education Charity in Rotorua

Ngāti Rongomai Iwi Charitable Trust is a Trust charity in the Education sector, based in Rotorua, Rotorua. This organisation also provides funding to other charities. CharityData rates this charity B (77.3/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: The purpose for which the Ngāti Rongomai Iwi Charitable Trust is established are to receive, hold, manage and administer the Trust Fund for every charitable purpose benefiting Ngāti Rongomai Iwi whether it relates to the relief of poverty, the advancement of education or religion, or any other matter beneficial to the community of Ngāti Rongomai Iwi and all members of Ngāti Rongomai Iwi irrespective of where those members reside

Registration Number
CC51778
Charity Type
Trust
Registration Date
2015-05-25
Status
Active
CharityData Rating
B (77.3/100)
Sector
Education
Location
Rotorua, Rotorua
Email
murray@arconsultants.co.nz
Funder Status
Grant-making charity (iwi_trust)
Data as at
March 2026

Beneficiaries: Animals, Children / young people, Family / whanau, General public, 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
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
51.3 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M-
2025$0.2M$0.1M$0.8M
2024$0.1M$0.1M$0.6M
2023$0.1M$0.1M$0.8M
2022$0.0M$0.0M$0.8M
2021$0.0M$0.1M-
2020$0.1M$0.0M$0.9M
2019$0.0M$0.0M$0.8M
2018$0.0M$0.0M$0.8M
2017$0.0M$0.0M-

CharityData Rating

Overall Grade
B
Overall Score
77.3/100
Financial Score
82.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Josette KahoteaTrustee2026-09-19
Hiria MihakaTrustee2024-08-15
Chelsea SmithTrustee2024-07-18
Rehua MihakaTrustee2020-09-01
Merehira SavageTrustee2014-09-21

Former Officers (5)

  • Colleen McMurchy-Pilkington — Trustee (departed 2025-08-19)
  • William Emery — Executive Officer (departed 2016-08-18)
  • George Epapara — Executive Officer (departed 2016-08-18)
  • Frances Teinakore-Curtis — Trustee (departed 2024-07-18)
  • Howard Morrison — Trustee (departed 2022-10-19)

Funding Sources

  • One Foundation — $19,964.87

Similar Charities in Education

FunderEducationTrustIwi Trust

Ngāti Rongomai Iwi Charitable Trust

CC51778Rotorua, RotoruaRegistered 25 May 2015
Data updated: 4 days ago
Financials6mo agoRating2d ago

Financial data as at March 2026. Sourced from Charities Services register.

B
77/100
Balance sheet from 2025 used (not reported this year)
Financial
83
Governance
65
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.

  • 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.

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

$105.6K

Expenses

$85.5K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

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

Funding Sectors
EducationSocial ServicesCommunity Development
Beneficiaries
MāoriGeneral Public
Geographic Focus
Bay of Plenty

About

Mission

The purpose for which the Ngāti Rongomai Iwi Charitable Trust is established are to receive, hold, manage and administer the Trust Fund for every charitable purpose benefiting Ngāti Rongomai Iwi whether it relates to the relief of poverty, the advancement of education or religion, or any other matter beneficial to the community of Ngāti Rongomai Iwi and all members of Ngāti Rongomai Iwi irrespective of where those members reside

Who We Serve

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

Key Statistics

Annual Revenue
$105.6K
Total Expenses
$85.5K
Net Assets
-

Financial Trends

Financial Trends (11 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
50mo
Could operate 50 months with zero revenue
Over-capitalized
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

43
Score /100
Concentrated
HHI: 5,659
Donations71.3%
Other23.4%
Investment Income5.3%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
77
#11/133
Revenue
$106K
#128/133
Reserve Months
51.3
#1/133
Surplus
$20K
#71/133
Staff Cost %
0%
#1/133

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

Rating History

B
2026
Score: 77.3
Financial: 83 | Governance: 65 | Transparency: 65
Current
B-
2025
Score: 74.6
Financial: 83 | Governance: 55 | Transparency: 65

Rating

B
Score: 77.3/100
Financial
82.5
Governance
65
Transparency
65
Why this grade: Financial 83 × 40% + Governance 65 × 60% = 72 → B.
View Full Score Breakdown

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Contact Details

Address
Rotorua, Rotorua

Registration

Registration NumberCC51778
Entity TypeTrust
Registered25 May 2015
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides other finance (e.g. investment funds)Provides religious services / activitiesProvides services (e.g. care / counselling)Sponsors / undertakes research

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.