The Lifewise Trust — Health Charity in Auckland
The Lifewise Trust is a Trust charity in the Health sector, based in Auckland, Auckland. CharityData rates this charity F (34.6/100). Annual revenue: $30.4M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: To provide the following services: health and disability, family and children; crisis response and housing; early childhood education; community and neighbourhood development; housing Homeless adults and youth and; mental health and addiction
- Registration Number
- CC40248
- Charity Type
- Trust
- Registration Date
- 2009-05-20
- Status
- Active
- CharityData Rating
- F (34.6/100)
- Sector
- Health
- Location
- Auckland, Auckland
- sarahm@apt.org.nz
- Data as at
- June 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $30.4M NZD
- Total Expenses
- $31.1M NZD
- Total Assets
- $16.5M NZD
- Net Assets
- $1.0M NZD
- Reserve Months
- 1.1 months of operating expenses
- Staff Count
- 323
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $30.4M | $31.1M | $1.0M |
| 2024 | $31.9M | $32.1M | $1.8M |
| 2023 | $30.2M | $30.5M | $2.0M |
| 2022 | $25.1M | $25.2M | $2.3M |
| 2021 | $22.7M | $22.6M | $2.4M |
| 2020 | $19.4M | $19.5M | $2.3M |
| 2019 | $17.9M | $17.2M | $2.5M |
| 2018 | $15.9M | $15.0M | $1.7M |
| 2017 | $12.9M | $12.9M | $0.7M |
| 2016 | $11.7M | $12.0M | $0.8M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 34.6/100
- Financial Score
- 31.6
- Governance Score
- 75
- Transparency Score
- 85
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Pam Elgar ONZM | Trustee and Chief Executive | 2026-03-01 |
| Ruth Bruce | Chair | 2025-04-16 |
Former Officers (32)
- Ruanna Letalu — Trustee
- Leon Wijohn — Trustee
- Abhishek Solomon — Trustee
- Arapera NGAHA — Trustee
- Sonia Pope — Trustee
- Viliami Liava'a — Trustee (departed 2025-04-15)
- Rhonda Koroheke — Trustee (departed 2025-04-15)
- Lucia Rivers — Head of Mission (departed 2025-10-30)
- Jerusalem Jose Nario — Trustee (departed 2025-01-03)
- sasha Lockley — Trustee (departed 2022-10-17)
- Troy Surge — Trustee (departed 2021-08-31)
- Kathleen Tuai-Taufoou — Trustee (departed 2020-03-16)
- Afshana Ali — Trustee (departed 2021-06-14)
- Vaughan Davis — Trustee (departed 2024-08-23)
- Rx Nathan — Trustee (departed 2020-02-26)
- Tayyaba Loane — Trustee (departed 2018-12-17)
- Rohan MacMahon — Trustee (departed 2025-04-15)
- William MacDonald — Trustee (departed 2019-12-24)
- Apaula Loane — Trustee (departed 2018-03-05)
- Mark Gosche — Trustee (departed 2017-09-04)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Key Management Personnel (aggregate) | Senior Management Team (10 FTE) | $1,572,000 | 2025 |
| Key Management Personnel (aggregate) | Senior Management Team (10 FTE) | $1,572,000 | - |
| Key Management Personnel (aggregate) | Senior Management Team | $1,572,000 | 2024 |
| Executive Chair | Executive Chair | $31,850 | 2024 |
| Executive Chair | Executive Chair | $31,850 | - |
| Pam Elgar | Executive Chair | $31,850 | 2025 |
| Executive Chair | Executive Chair | $31,850 | 2025 |
| Rohan Benjamin Cowley MacMahon | Chair | $5,000 | 2025 |
| Rohan MacMahon | Previous Chair of the Board | $5,000 | 2025 |
| Rohan MacMahon | Previous Chair of the Board | $5,000 | - |
| Rohan MacMahon | Previous Chair of the Board | $5,000 | 2024 |
| Peter Edwin Glensor | Trustee | - | 2021 |
| Abhishek Solomon | Trustee | - | 2025 |
| Marion Lesley Hines | Trustee | - | 2025 |
| Rohan MacMahon | Chair | - | 2021 |
| Pip Jamieson | Trustee | - | 2021 |
| Sonia Pope | Trustee | - | 2025 |
| Graham Crompton | Chair | - | 2021 |
| Vaughn Davis | Trustee | - | 2021 |
| Jai Nario | Trustee | - | 2021 |
| Arapera Ngaha | Trustee | - | 2025 |
| Leon Wijohn | Trustee | - | 2025 |
| Jerusalem Jose Nario | Trustee | - | 2025 |
| Craig Fawcett | Trustee | - | 2021 |
| Ruanna Letalu | Trustee | - | 2025 |
| Ruth Bruce | Trustee | - | 2025 |
| Rhonda Marara Sharlene | Trustee | - | 2025 |
| Debbie Sorensen | Chief Executive Officer | - | 2021 |
| Margaret Melrose | Trustee | - | 2021 |
| Viliami Tupou Futuna Liava'a | Trustee | - | 2025 |
| Troy Sugrue | Trustee | - | 2021 |
| Vaughn Cameron Davis | Trustee | - | 2025 |
| Lucia Niurangi Shirley Rivers | Trustee | - | 2025 |
| Anna Carver | Trustee | - | 2021 |
| Sasha Lockley | Trustee | - | 2021 |
| Marion Hines | Trustee | - | 2021 |
Funding Sources
- Foundation North — $572,753
- Foundation North — $250,000
- Simplicity Foundation — $70,000
- Foundation North — $7,000
Major Funders and Contracts (FY2025)
As disclosed in The Lifewise Trust's annual report.
- Methodist Mission Northern — Grant received; shared services
Service Providers
- Jon Ashford
- Grant Thornton New Zealand Audit Limited
- Grant Thornton New Zealand Audit Limited
- Methodist Trust Association
Similar Charities in Health
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- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
The Lifewise Trust
Financial data as at June 2025. Sourced from Charities Services register.
$30.4M
$31.1M
$16.5M
323
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of F is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funded By
Registered charities that have funded this organisation.
About
To provide the following services: health and disability, family and children; crisis response and housing; early childhood education; community and neighbourhood development; housing Homeless adults and youth and; mental health and addiction
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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 10 peers · Health · $10M – $50M
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. Last updated: 29 September 2026.
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