Your Way | Kia Roha Charitable Trust — Religion Charity in Hamilton

Your Way | Kia Roha Charitable Trust is a Trust charity in the Religion sector, based in Hamilton, Hamilton. This organisation also provides funding to other charities. CharityData rates this charity B- (73.3/100). Annual revenue: $17.0M NZD. Financial data as at June 2025.

Mission: The Trust provides a range of health and disability services, advice and equipment, both regionally and nationally. The Trust is a not for profit organisation committed to enhancing wellbeing by enabling people to live the life they choose. Services are funded by the Ministry of Heath, the Ministry of Social Development, and directly by Life Unlimited.

Registration Number
CC26090
Charity Type
Trust
Registration Date
2008-06-17
Status
Active
CharityData Rating
B- (73.3/100)
Sector
Religion
Location
Hamilton, Hamilton
Email
jenny.boyd@yourwaykiaroha.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

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

Financial Summary

Total Revenue
$17.0M NZD
Total Expenses
$17.4M NZD
Total Assets
$12.1M NZD
Net Assets
$9.6M NZD
Reserve Months
1.6 months of operating expenses
Staff Count
148
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$17.0M$17.4M$9.6M
2024$17.0M$17.3M$9.6M
2023$16.1M$16.1M$9.6M
2022$15.4M$15.0M$9.3M
2021$10.1M$10.1M$9.3M
2020$8.8M$8.9M$3.7M
2019$9.0M$8.7M$3.8M
2018$8.1M$8.3M$3.5M
2017$8.8M$8.8M$3.6M
2016$8.6M$8.6M$3.6M

CharityData Rating

Overall Grade
B-
Overall Score
73.3/100
Financial Score
72.5
Governance Score
75
Transparency Score
85

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Alana Margaret AllanTrustee2026-09-17
Hannah Mary LoveTrustee2026-09-16
Joeseph GrahamTrustee2025-11-24
Peter WilliamsTrustee2023-01-16
Stuart CampbellTrustee2022-07-15
Gary WilliamsTrustee2021-06-16
Michelle BenthamChair2021-06-16
Vaughan MikkelsonTrustee2020-06-30

Former Officers (14)

  • Martine Able-Williamson — Trustee (departed 2024-09-17)
  • Renata Kotua — Trustee (departed 2026-05-29)
  • Karen Coutts — Chair (departed 2022-11-22)
  • Pati Umaga — Trustee (departed 2022-03-26)
  • Mary Cave-Palmer — Trustee (departed 2023-09-30)
  • Sarah Verran — Trustee (departed 2021-06-16)
  • Tiffiney Perry — Trustee (departed 2021-12-23)
  • Anthea Simcock — Trustee (departed 2019-03-26)
  • Lindsay Cumberpatch — Trustee (departed 2021-06-16)
  • Wayne McLean — Trustee (departed 2009-05-25)
  • Andrew Smith — Trustee (departed 2017-05-30)
  • Shirley Wright — Trustee (departed 2011-04-26)
  • Bruce Tocker — Trustee (departed 2021-06-16)
  • John Dobson — Trustee (departed 2021-06-16)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)KMP (CEO, National Managers, and Board of Trustees)$1,235,732-
Key Management Personnel (aggregate)KMP (CEO, National Managers, and Board of Trustees)$1,235,7322024
Key Management Personnel (aggregate)KMP (CEO, National Managers, and Board of Trustees)$1,235,7322025
Board of Trustees (meeting fees)Trustee$117,8862025
Board of Trustees (meeting fees)Trustee$117,886-
Board of Trustees (meeting fees)Trustee$117,8862024

Service Providers

  • PwC

Similar Charities in Religion

FunderReligionTrustCharitable Trust

Your Way | Kia Roha Charitable Trust

CC26090Hamilton, HamiltonRegistered 17 Jun 2008
Data updated: 6 days ago
Financials30 Jun 2025Rating4d ago

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

B-
73/100
Financial
73
Governance
75
Transparency
85
Revenue

$17.0M

Expenses

$17.4M

Assets

$12.1M

Staff

148

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthSocial ServicesReligion
Beneficiaries
People with Disabilities
Geographic Focus
Nationwide

About

Mission

The Trust provides a range of health and disability services, advice and equipment, both regionally and nationally. The Trust is a not for profit organisation committed to enhancing wellbeing by enabling people to live the life they choose. Services are funded by the Ministry of Heath, the Ministry of Social Development, and directly by Life Unlimited.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$17.0M
Total Expenses
$17.4M
Net Assets
$9.6M
Staff
148
employees
Volunteers
0

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
1.6mo
Could operate 1.6 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

2
Score /100
Highly Concentrated
HHI: 9,841
High Concentration: 99% of revenue from Other
Other99.2%
Government Grants0.4%
Investment Income0.3%
Donations0.1%

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

Peer Comparison

Ranked against 5 peers · Religion · $10M – $50M

Rating Score
73
#4/6
Revenue
$17.0M
#3/6
Reserve Months
1.6
#1/6
Surplus
$-384K
#5/6
Staff Cost %
61%
#6/6

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

Rating

B-
Score: 73.3/100
Financial
72.5
Governance
75
Transparency
85
Why this grade: Financial 73 × 40% + Governance 75 × 60% = 74 → B-.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC26090
Entity TypeTrust
Registered17 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated1 May 1980

Sector & Activities

Primary Sector
Religion
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: 30 September 2026.