Collaborative Aotearoa Charitable Trust — Health Charity in Kerikeri

Collaborative Aotearoa Charitable Trust is a Charitable Trust charity in the Health sector, based in Kerikeri, Kerikeri. CharityData rates this charity C+ (69.5/100). Annual revenue: $1.4M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: The Trust’s purpose is to foster health and hauora improvement and equity for all people within Aotearoa. A key focus is to support primary and community organisations to offer high quality, equitable care and services for the benefit of whānau and communities. The activities of the Trust will be limited to Aotearoa | New Zealand.

Registration Number
CC63011
Charity Type
Charitable Trust
Registration Date
2024-08-05
Status
Active
CharityData Rating
C+ (69.5/100)
Sector
Health
Location
Kerikeri, Kerikeri
Website
https://www.collab.org.nz
Email
jess.morgan-french@collab.org.nz
Data as at
June 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$1.4M NZD
Total Expenses
$0.9M NZD
Total Assets
$0.8M NZD
Net Assets
$0.5M NZD
Reserve Months
7.6 months of operating expenses
Staff Count
3
Volunteers
0
Financial Year End
2025-06-30

CharityData Rating

Overall Grade
C+
Overall Score
69.5/100
Financial Score
100
Governance Score
65
Transparency Score
65

Red Flags

  • Average staff compensation of $174,124 per FTE, significantly above sector average of $75,000

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Taima CampbellTrustee2025-10-10
Candice MarinerTrustee2025-10-10
Nick Loveridge-EstherTrustee2025-10-10
Stephanie FriddTrustee2025-01-23
Rachel McAllumTrustee2025-01-23
Andrew Swanson-DobbsTrustee2024-07-19
Andrew MillerTrustee2024-07-19

Former Officers (4)

  • Tui Taurua — Trustee (departed 2026-08-07)
  • Carlton Irving — Trustee (departed 2025-10-10)
  • Irihāpeti Mahuika — Trustee (departed 2025-10-10)
  • Judith McDonald — Trustee (departed 2025-10-10)

Similar Charities in Health

Collaborative Aotearoa Charitable Trust  logo
HealthCharitable Trust

Collaborative Aotearoa Charitable Trust

CC63011Kerikeri, KerikeriRegistered 5 Aug 2024
Data updated: 2 days ago
Financials30 Jun 2025Rating3d ago

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

C+
70/100
Financial
100
Governance
65
Transparency
65

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 7. 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.

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

$1.4M

Expenses

$884.2K

Assets

$790.1K

Staff

3

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

1 red flag identified- Review the Rating tab for details

About

Mission

The Trust’s purpose is to foster health and hauora improvement and equity for all people within Aotearoa. A key focus is to support primary and community organisations to offer high quality, equitable care and services for the benefit of whānau and communities. The activities of the Trust will be limited to Aotearoa | New Zealand.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$1.4M
Total Expenses
$884.2K
Net Assets
$476.7K
Staff
3
employees
Volunteers
0

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
7.6mo
Could operate 7.6 months with zero revenue
Healthy
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

57
Score /100
Concentrated
HHI: 4,330
Other59.0%
Government Grants24.4%
Trading / Services15.9%
Investment Income0.6%

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

Peer Comparison

Ranked against 111 peers · Health · $1M – $10M

Rating Score
70
#54/112
Revenue
$1.4M
#94/112
Reserve Months
7.6
#1/112
Surplus
$477K
#42/112
Staff Cost %
59%
#112/112

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

Rating

C+
Score: 69.5/100
Financial
100
Governance
65
Transparency
65
Why this grade: Financial 100 × 40% + Governance 65 × 60% = 79 → 70 after red-flag penalties → C+.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC63011
Entity TypeCharitable Trust
Registered5 Aug 2024
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated8 Aug 2024
Registered office
1181 Arawa Street, Rotorua
Differs from Charities Register address (119E Skudders Beach Road, RD 1, Kerikeri, 0294, Kerikeri, Kerikeri). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyProvides 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: 4 October 2026.