Te Aroha And District Health Services Charitable Trust — Health Charity in Te Aroha

Te Aroha And District Health Services Charitable Trust is a Trust charity in the Health sector, based in Te Aroha, Te Aroha. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.2/100). Annual revenue: $4.3M NZD. Financial data as at June 2025.

Mission: The Te Aroha and District Health Services Charitable Trust, in meeting community needs and demands, will in co-operation with qualified and professional staff, provide efficient, effective and sustainable health services within the Health and disability Services (Safety) Act 2001.

Registration Number
CC21170
Charity Type
Trust
Registration Date
2008-02-14
Status
Active
CharityData Rating
B+ (82.2/100)
Sector
Health
Location
Te Aroha, Te Aroha
Email
finance@tahosp.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Older people

Financial Summary

Total Revenue
$4.3M NZD
Total Expenses
$4.1M NZD
Total Assets
$3.9M NZD
Net Assets
$2.8M NZD
Reserve Months
3.3 months of operating expenses
Staff Count
58
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$4.3M$4.1M$2.8M
2024$4.0M$3.7M$2.6M
2023$3.5M$3.2M$2.3M
2022$3.2M$3.1M$2.1M
2021$3.5M$3.1M$2.3M
2020$3.1M$2.8M$2.0M
2019$3.0M$2.7M$1.8M
2018$2.7M$2.5M$1.6M
2017$2.2M$2.1M$1.4M
2016$2.3M$2.1M$1.3M

CharityData Rating

Overall Grade
B+
Overall Score
82.2/100
Financial Score
89.6
Governance Score
65
Transparency Score
85

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Paul DeckerTrustee2026-02-19
Roger SpoonerTrustee2026-02-19
Susan GreenvilleTrustee2017-11-23
Julie-Ann HallettTrustee2017-08-31
Jeanette ClubbTrustee2010-11-25
Kathleen SmythTrustee2008-11-27

Former Officers (28)

  • Grant Dickey — Trustee
  • Shirley Bailey — Trustee
  • Gail Brown — Trustee (departed 2021-02-21)
  • Diane Farmer — Trustee (departed 2024-12-10)
  • John Watson — Trustee (departed 2022-10-20)
  • Paul Sweetman — Trustee (departed 2021-02-21)
  • Steve Davey — Trustee (departed 2026-02-19)
  • Sandra Barnes — Trustee (departed 2014-06-30)
  • Gordon Wood — Trustee (departed 2026-02-19)
  • Sylvia Casella — Trustee (departed 2015-06-30)
  • Murray Barker — Trustee (departed 2021-02-21)
  • Jacqueline Revell — Trustee (departed 2021-02-21)
  • Richard Cornes — Trustee (departed 2011-11-24)
  • Teena Cornes — Trustee (departed 2011-11-24)
  • David Bullen — Trustee (departed 2011-11-24)
  • Michael Earl — Trustee (departed 2011-11-24)
  • Barbara Hill — Trustee (departed 2016-11-23)
  • Colin Williams — Trustee (departed 2009-11-26)
  • Ian Coombe — Chair (departed 2008-11-27)
  • John Harris — Secretary (departed 2012-11-30)

Executive Compensation

NameRoleCompensationYear
Jeanette ClubbTrustee$10,5002025

Funding Sources

  • Grassroots Trust Limited — $38,759

Similar Charities in Health

FunderHealthTrustCharitable Trust

Te Aroha And District Health Services Charitable Trust

CC21170Te Aroha, Te ArohaRegistered 14 Feb 2008
Data updated: 3 days ago
Financials30 Jun 2025Rating3d ago

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

B+
82/100
Financial
90
Governance
65
Transparency
85

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 6. 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

$4.3M

Expenses

$4.1M

Assets

$3.9M

Staff

58

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
HealthCommunity Development
Beneficiaries
People with DisabilitiesGeneral Public
Geographic Focus
Nationwide

About

Mission

The Te Aroha and District Health Services Charitable Trust, in meeting community needs and demands, will in co-operation with qualified and professional staff, provide efficient, effective and sustainable health services within the Health and disability Services (Safety) Act 2001.

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$4.3M
Total Expenses
$4.1M
Net Assets
$2.8M
Staff
58
employees
Volunteers
0

Financial Trends

Financial Trends (18 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
3.3mo
Could operate 3.3 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

13
Score /100
Highly Concentrated
HHI: 8,733
High Concentration: 93% of revenue from Other
Other93.3%
Investment Income5.1%
Donations1.6%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
82
#12/68
Revenue
$4.3M
#14/68
Reserve Months
3.3
#1/68
Surplus
$184K
#34/68
Staff Cost %
68%
#68/68

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

Rating

B+
Score: 82.2/100
Financial
89.6
Governance
65
Transparency
85
Why this grade: Financial 90 × 40% + Governance 65 × 60% = 75 → B+.
View Full Score Breakdown

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Contact Details

Address
Te Aroha, Te Aroha

Registration

Registration NumberCC21170
Entity TypeTrust
Registered14 Feb 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated13 Sept 1995

Sector & Activities

Primary Sector
Health
Activities
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.