Whakatika Services — Health Charity in Cromwell

Whakatika Services is a Trust charity in the Health sector, based in Cromwell, Cromwell. CharityData rates this charity C+ (65/100). Annual revenue: $0.3M NZD. Financial data as at March 2025.

Mission: The purpose of the Trust will be to provide affordable mental health and wellness services to anyone in need. In particular the Trust will: 1 Offer one-to-one, and couples therapy/counselling/coaching services and programmes (including groups), through contracted services of qualified , professional supervised therapists/counsellors/coaches engaged from time to time; 2 Contract services of qualified, professional therapists/counsellors/coaches adhering to the NZCCA, ANZCAL, NZAC codes.

Registration Number
CC62142
Charity Type
Trust
Registration Date
2024-01-11
Status
Active
CharityData Rating
C+ (65/100)
Sector
Health
Location
Cromwell, Cromwell
Email
vikki@whakatikaservices.co.nz
Data as at
March 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.2M NZD
Net Assets
$0.2M NZD
Reserve Months
237.5 months of operating expenses
Staff Count
4
Volunteers
0
Financial Year End
2025-03-31

CharityData Rating

Overall Grade
C+
Overall Score
65/100
Financial Score
65
Governance Score
65
Transparency Score
65
Program Spending Ratio
0.7%

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Dorothy PlowmanCommunications Officer2026-02-25
Nathan PlowmanTrustee and Ceo2025-02-16
Vikki BlandTrustee and Secretary/treasurer2023-12-22
Paul SmithTrustee and Chairman2023-12-01

Former Officers (1)

  • Miles Bland — Trustee (departed 2026-02-25)

Similar Charities in Health

HealthTrust

Whakatika Services

CC62142Cromwell, CromwellRegistered 11 Jan 2024
Data updated: 5 days ago
Financials31 Mar 2025Rating2d ago

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

C+
65/100
Financial
65
Governance
65
Transparency
65
Revenue

$255.5K

Expenses

$12.1K

Assets

$243.7K

Staff

4

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

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

The purpose of the Trust will be to provide affordable mental health and wellness services to anyone in need. In particular the Trust will: 1 Offer one-to-one, and couples therapy/counselling/coaching services and programmes (including groups), through contracted services of qualified , professional supervised therapists/counsellors/coaches engaged from time to time; 2 Contract services of qualified, professional therapists/counsellors/coaches adhering to the NZCCA, ANZCAL, NZAC codes.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$255.5K
Total Expenses
$12.1K
Net Assets
$243.4K
Staff
4
employees
Volunteers
0

Financial Health Dashboard

Cents to the Cause
69c
For every $1 spent, 69c reaches programs
Adequate
Sustainability
237.5mo
Could operate 237.5 months with zero revenue
Over-capitalized
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

22
Score /100
Highly Concentrated
HHI: 7,804
High Concentration: 88% of revenue from Donations
Donations87.7%
Other10.5%
Investment Income1.7%

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

Peer Comparison

Ranked against 157 peers · Health · $100K – $1M

Rating Score
65
#37/158
Revenue
$255K
#88/158
Reserve Months
237.5
#1/158
Surplus
$243K
#9/158
Staff Cost %
26%
#158/158

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

Rating

C+
Score: 65/100
Financial
65
Governance
65
Transparency
65
Why this grade: Financial 65 × 40% + Governance 65 × 60% = 65 → C+.
View Full Score Breakdown

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Contact Details

Address
Cromwell, Cromwell

Registration

Registration NumberCC62142
Entity TypeTrust
Registered11 Jan 2024
StatusRegistered

Sector & Activities

Primary Sector
Health
Activities
Provides 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.