Tuwharetoa Ki Kawerau Health, Education and Social Services Trust — Health Charity in Kawerau

Tuwharetoa Ki Kawerau Health, Education and Social Services Trust is a Trust charity in the Health sector, based in Kawerau, Kawerau. CharityData rates this charity B+ (84.7/100). Annual revenue: $8.9M NZD. Financial data as at June 2025.

Mission: The Trust provides quality Health, Education and Social Services within the rohe of Tuwharetoa ki Kawerau and Eastern Bay of Plenty.

Registration Number
CC40350
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B+ (84.7/100)
Sector
Health
Location
Kawerau, Kawerau
Email
KereruaS@tuwharetoa.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people

Financial Summary

Total Revenue
$8.9M NZD
Total Expenses
$8.2M NZD
Total Assets
$7.3M NZD
Net Assets
$6.6M NZD
Reserve Months
5.5 months of operating expenses
Staff Count
48
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$8.9M$8.2M$6.6M
2024$8.0M$7.5M$5.9M
2023$7.1M$6.0M$5.4M
2022$6.4M$5.3M$4.3M
2021$4.8M$3.9M$3.2M
2020$4.0M$3.2M$2.3M
2019$2.8M$2.4M$1.5M
2018$2.3M$2.0M$1.0M
2017$2.2M$2.1M$0.6M
2016$2.1M$1.9M$0.5M

CharityData Rating

Overall Grade
B+
Overall Score
84.7/100
Financial Score
93.1
Governance Score
65
Transparency Score
85

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Kererua SavageChief Executive2025-05-19
Carrie SavageTrustee2022-11-26
Merehira SavageTrustee2020-12-19
Phebe ErueraTrustee2020-12-19
Dorothy MareroaTrustee2012-03-07

Former Officers (25)

  • Alexandra Rota — Trustee (departed 2025-09-17)
  • Dr. Sneha Gray — Trustee (departed 2024-08-22)
  • Katishe McCauley — Trustee (departed 2025-04-23)
  • June Lewis — Trustee (departed 2022-11-26)
  • Jonathon Te Rire — Trustee (departed 2024-02-28)
  • Huia MacDonald — Trustee (departed 2022-11-26)
  • Sela Kingi — Trustee (departed 2022-06-30)
  • Berice Julian — Trustee (departed 2020-12-19)
  • Grace Stone — Trustee (departed 2018-12-20)
  • Moana Ratana — Trustee (departed 2018-12-20)
  • Tamaku Paul — Trustee (departed 2020-12-19)
  • Maria Dawson — Trustee (departed 2015-12-03)
  • Roger Niao — Trustee (departed 2013-04-11)
  • Mihiata Ward — Chair (departed 2013-11-20)
  • Charlie Peita — Secretary (departed 2010-01-01)
  • Richard Teriini — Trustee (departed 2011-06-30)
  • Robert Fox — Trustee (departed 2009-11-01)
  • Makarena Teriini — Trustee (departed 2016-11-10)
  • Regina Rintoul — Trustee (departed 2011-06-30)
  • Timi Peri — Trustee (departed 2019-12-20)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Governing Body Members and Chief Executive Officer$474,8842024
Key Management Personnel (aggregate)Governing Body Members and Chief Executive Officer$474,884-

Service Providers

  • William Buck

Similar Charities in Health

HealthTrust

Tuwharetoa Ki Kawerau Health, Education and Social Services Trust

CC40350Kawerau, KawerauRegistered 30 Jun 2008
Data updated: 3 days ago
Financials30 Jun 2025Rating2d ago

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

B+
85/100
Financial
93
Governance
65
Transparency
85

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 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.
  • Government-funding concentration
    86% 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.

Revenue

$8.9M

Expenses

$8.2M

Assets

$7.3M

Staff

48

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

About

Mission

The Trust provides quality Health, Education and Social Services within the rohe of Tuwharetoa ki Kawerau and Eastern Bay of Plenty.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder people

Key Statistics

Annual Revenue
$8.9M
Total Expenses
$8.2M
Net Assets
$6.6M
Staff
48
employees

Financial Trends

Financial Trends (17 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
5.5mo
Could operate 5.5 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

24
Score /100
Highly Concentrated
HHI: 7,635
High Concentration: 86% of revenue from Government Grants
Government Grants86.3%
Other13.7%

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
85
#10/68
Revenue
$8.9M
#3/68
Reserve Months
5.5
#1/68
Surplus
$672K
#22/68
Staff Cost %
56%
#68/68

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

Rating History

B+
2025
Score: 84.7
Financial: 93 | Governance: 65 | Transparency: 85
Current
B+
2024
Score: 83.7
Financial: 92 | Governance: 65 | Transparency: 65

Rating

B+
Score: 84.7/100
Financial
93.1
Governance
65
Transparency
85
Why this grade: Financial 93 × 40% + Governance 65 × 60% = 76 → B+.
View Full Score Breakdown

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Contact Details

Address
Kawerau, Kawerau

Registration

Registration NumberCC40350
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated26 Jun 1996

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. Last updated: 28 September 2026.