Te Taumata o Ngati Whakaue Iho Ake Trust — Education Charity in Rotorua
Te Taumata o Ngati Whakaue Iho Ake Trust is a Charitable Trust charity in the Education sector, based in Rotorua, Rotorua. CharityData rates this charity A- (89.5/100). Annual revenue: $8.6M NZD. Financial data as at June 2025.
Mission: Education and social housing provider
- Registration Number
- CC27078
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- A- (89.5/100)
- Sector
- Education
- Location
- Rotorua, Rotorua
- matiria@taumata.org.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau
Financial Summary
- Total Revenue
- $8.6M NZD
- Total Expenses
- $7.6M NZD
- Total Assets
- $9.5M NZD
- Net Assets
- $7.7M NZD
- Reserve Months
- 13.3 months of operating expenses
- Staff Count
- 43
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $8.6M | $7.6M | $7.7M |
| 2024 | $8.7M | $7.0M | $6.7M |
| 2023 | $7.7M | $6.6M | $4.9M |
| 2022 | $10.5M | $7.6M | $3.8M |
| 2021 | $4.8M | $4.0M | $1.0M |
| 2020 | $5.1M | $4.7M | $0.2M |
| 2019 | $5.2M | $5.8M | $-0.1M |
| 2018 | $3.5M | $3.3M | $0.5M |
| 2017 | $2.2M | $2.3M | $0.3M |
| 2016 | $2.4M | $2.5M | $0.3M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 89.5/100
- Financial Score
- 100
- Governance Score
- 65
- Transparency Score
- 85
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Rahiri Ngapuhi | Trustee | 2026-01-05 |
| Frances Wharerahi | Trustee | 2023-10-08 |
| Parewahaika Carlson | Trustee | 2023-10-08 |
| Angela Waru | Trustee | 2023-10-08 |
| Aroha Hicks | Trustee | 2022-11-20 |
| Mokonuiārangi Kingi | Chair | 2019-10-20 |
| Margaret Rolleston | Trustee | 2017-12-13 |
Former Officers (30)
- Martin Kinder — Secretary
- Grace Dorset — Trustee (departed 2008-07-07)
- Angela Katipa — Trustee (departed 2025-11-16)
- Guy Kingi — Trustee (departed 2019-10-20)
- Ruth Goldsbury — Trustee (departed 2021-08-08)
- Tina Ngatai — Trustee (departed 2021-08-08)
- Merehira Savage — Trustee (departed 2023-08-01)
- Delia McKinnon — Trustee (departed 2023-10-08)
- Bella Tait — Trustee (departed 2019-10-20)
- Rawiri Bhana — Trustee (departed 2023-10-08)
- Marita Ranclaud — Trustee (departed 2017-11-10)
- Lucy Kereopa — Trustees (departed 2017-11-10)
- Maria Tibble — Trustee (departed 2019-01-13)
- Haehaetu Barrett — Trustee (departed 2019-10-20)
- Colin Bennett — Trustee (departed 2019-06-26)
- Wiremu Shuker — Trustee (departed 2017-11-10)
- Julian Rolleston — Trustee (departed 2015-06-30)
- Maria Oliver — Trustee (departed 2015-06-30)
- Mark Short — Trustee (departed 2012-10-01)
- Frederick McRae — Trustee (departed 2012-10-01)
Disclosed Pay and Fees
| Name | Role | Role type | Compensation | Year |
|---|---|---|---|---|
| Key Management Personnel (aggregate) | Senior Management | Group total | $140,256 | 2025 |
| Key Management Personnel (aggregate) | Senior Management | Group total | $140,256 | - |
| Margaret Rolleston | Trustee | Board or trustee role | $19,300 | - |
| Guy Kingi | Trustee | Board or trustee role | $18,300 | 2024 |
| Mokonuiārangi Kingi | Chair | Board or trustee role | $17,650 | 2025 |
| Mokonuiārangi Kingi | Trustee | Board or trustee role | $17,650 | - |
| Margaret Rolleston | Chair | Board or trustee role | $17,200 | 2024 |
| Anahera Waru | Trustee | Board or trustee role | $11,850 | - |
| Aroha Hicks | Trustee | Board or trustee role | $11,800 | 2024 |
| Aroha Hicks | Trustee | Board or trustee role | $10,250 | - |
| Anahera Waru | Trustee | Board or trustee role | $8,750 | 2024 |
| Parewahaika Carlson | Trustee | Board or trustee role | $8,650 | - |
| Parewahaika Carlson | Trustee | Board or trustee role | $8,650 | 2025 |
| Anahera Katipa | Trustee | Board or trustee role | $8,350 | - |
| Frances Wharerahi | Trustee | Board or trustee role | $7,800 | 2025 |
| Frances Wharerahi | Trustee | Board or trustee role | $7,800 | - |
| Anahera Katipa | Trustee | Board or trustee role | $7,600 | 2024 |
| Vicki Bhana (Koeke) | Trustee | Board or trustee role | $6,550 | 2025 |
| Vicki Bhana (Koeke) | Trustee | Board or trustee role | $6,550 | - |
| Vicki Bhana (Koeke Advisor) | Koeke Advisor | Role not classified | $6,550 | 2025 |
| Leo Rika | Trustee (Koeke) | Board or trustee role | $6,100 | 2024 |
| Vicki Bhana | Trustee (Koeke) | Board or trustee role | $6,050 | 2024 |
| Rawiri Bhana | Trustee | Board or trustee role | $5,900 | - |
| Leo Rika (Koeke) | Trustee | Board or trustee role | $5,200 | 2025 |
| Leo Rika (Koeke) | Trustee | Board or trustee role | $5,200 | - |
| Leo Rika (Koeke Advisor) | Koeke Advisor | Role not classified | $5,200 | 2025 |
| Frances Wharerahi | Trustee | Board or trustee role | $5,050 | 2024 |
| Parewahaika Carlson | Trustee | Board or trustee role | $3,700 | 2024 |
| Jessie Heke | Trustee | Board or trustee role | $2,500 | - |
| Jessie Heke | Board Observer | Board or trustee role | $2,500 | 2025 |
| Delia McKinnon | Trustee | Board or trustee role | $1,850 | - |
| Merehira Savage | Trustee | Board or trustee role | $850 | 2024 |
| Merehira Savage | Trustee | Board or trustee role | $850 | - |
| Anahera Waru | Trustee | Board or trustee role | - | 2025 |
| Aroha Hicks | Trustee | Board or trustee role | - | 2025 |
| Margaret Rolleston | Deputy Chair | Board or trustee role | - | 2025 |
| Delia McKinnon | Trustee | Board or trustee role | - | 2024 |
| Anahera Katipa | Trustee | Board or trustee role | - | 2025 |
| Rawiri Bhana | Trustee | Board or trustee role | - | 2025 |
| Delia McKinnon | Trustee | Board or trustee role | - | 2025 |
| Merehira Savage | Trustee | Board or trustee role | - | 2025 |
| Rawiri Bhana | Trustee | Board or trustee role | - | 2024 |
Funding Sources
- Grassroots Trust Central Limited — $9,000
- Grassroots Trust Central Limited — $6,000
Major Funders and Contracts (FY2025)
As disclosed in Te Taumata o Ngati Whakaue Iho Ake Trust's annual report.
- Lifewise — $2,263,449 — Contractor services
- Ngati Whakaue Education Endowment Trust — $190,090 — Grants and funding
Service Providers
- GHA Ltd
- GHA Ltd
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
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- Ashburton Kindergarten Association Incorporated — Education
Te Taumata o Ngati Whakaue Iho Ake Trust
Financial data as at June 2025. Sourced from Charities Services register.
Reasons to look carefully (2)
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 registerNo chair or presiding role is recorded in the register for this board of 7. 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.
- Government-funding concentration92% of latest-year revenue came from government grants — single-stream dependency
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.
$8.6M
$7.6M
$9.5M
43
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Education and social housing provider
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 49 peers · Education · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Sector & Activities
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.
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