Waiheke Health Trust — Health Charity in Waiheke Island

Waiheke Health Trust is a Trust charity in the Health sector, based in Waiheke Island, Waiheke Island. Annual revenue: $1.8M NZD. Financial data as at June 2017.

Mission: A community based charitable trust that provides publicly funded community healthcare to the people of Waiheke Island.

Registration Number
CC28036
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Health
Location
Waiheke Island, Waiheke Island
Email
info@waihekehealthtrust.nz
Data as at
June 2017

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

Financial Summary

Total Revenue
$1.8M NZD
Total Expenses
$1.8M NZD
Total Assets
$0.9M NZD
Net Assets
$0.7M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
55
Volunteers
0
Financial Year End
2017-06-30

Financial History

YearRevenueExpensesNet Assets
2017$1.8M$1.8M$0.7M
2016$1.9M$1.9M$0.7M
2015$3.4M$3.4M$1.1M
2014$3.6M$3.6M$0.6M
2013$3.3M$3.3M$0.6M
2012$3.2M$3.1M$0.5M
2011$3.2M$3.2M$0.5M
2010$3.0M$3.0M$0.5M
2009$2.8M$2.8M$0.4M

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Peter ReillyTrustee2025-02-20
Susan TozerTrustee2023-12-08
Neil HardingTrustee2023-11-07
Nancy CarterTrustee2022-02-25
Edward SchuckChair2017-09-29

Former Officers (33)

  • David Arnold — Trustee (departed 2025-11-10)
  • Jaya de Zoete — Trustee (departed 2022-12-31)
  • Manojbhai Patel — Trustee (departed 2023-12-31)
  • Deborah Yardley — Trustee (departed 2025-05-01)
  • Tupara Morrison — Trustee (departed 2020-10-31)
  • Tom Schaefer — Trustee (departed 2022-01-31)
  • Amanda Pratley — Deputy Chairperson (departed 2025-12-31)
  • Beth Johnson — Trustee (departed 2020-01-01)
  • Deena Mear — Staff Representative (departed 2018-02-21)
  • Victoria Montgomery — Trustee (departed 2021-12-31)
  • Maree O'Brien — Trustee (departed 2017-06-30)
  • Ann Carr — Staff Representative (departed 2016-08-31)
  • Maree Grbin — Trustee (departed 2020-01-01)
  • Megan Yates — Staff Representative (departed 2014-11-26)
  • Joanne Hutchinson — Trustee (departed 2017-02-28)
  • Peter Huggard — Chair (departed 2017-03-31)
  • Claire Arthur — Trustee (departed 2018-01-31)
  • Raymond Ericson — Trustee (departed 2013-11-27)
  • Glennys Muir — Trustee (departed 2016-05-25)
  • Carl Landhuis — Trustee (departed 2012-06-12)

Funding Sources

  • Auckland Foundation — $5,000
  • Auckland Foundation — $5,000

Reporting Group Members

Waiheke Health Trust files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Health

HealthTrust

Waiheke Health Trust

CC28036Waiheke Island, Waiheke IslandRegistered 30 Jun 2008
Data updated: 6 days ago
Financials30 Jun 2017Rating3d ago

Financial data as at June 2017. Sourced from Charities Services register.

NR
Not rated — Last filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

How ratings work →

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.

  • Shared trustees with reporting-group siblings
    5 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

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

$1.8M

Expenses

$1.8M

Assets

$924.8K

Staff

55

Financial data from Charities Services annual return (FY2017). Ratings calculated using CharityData v3.1.1 methodology.

Reporting group parent. Waiheke Health Trust files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.

Show member charities (1)

Funded By

Registered charities that have funded this organisation.

About

Mission

A community based charitable trust that provides publicly funded community healthcare to the people of Waiheke Island.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$1.8M
Total Expenses
$1.8M
Net Assets
$742.0K
Staff
55
employees
Volunteers
0

Financial Trends

Financial Trends (9 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
2.1mo
Could operate 2.1 months with zero revenue
Critical
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

1
Score /100
Highly Concentrated
HHI: 9,861
High Concentration: 99% of revenue from Other
Other99.3%
Donations0.4%
Investment Income0.3%

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

Peer Comparison

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

Rating Score
0
#39/68
Revenue
$1.8M
#40/68
Reserve Months
0.0
#1/68
Surplus
$48K
#47/68
Staff Cost %
0%
#1/68

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Waiheke Island, Waiheke Island

Registration

Registration NumberCC28036
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated22 Apr 1992
Registered office
5 Belgium Street, Ostend, Waiheke Island

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)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.

Reporting Group — Consolidated Annual Return

Waiheke Health Trust is one of 2 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.