He Ao Hou i Ōtepoti ki te Raki Charitable Trust — Education Charity in Dunedin

He Ao Hou i Ōtepoti ki te Raki Charitable Trust is a Charitable Trust charity in the Education sector, based in Dunedin, Dunedin. CharityData rates this charity D (49.7/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at December 2024.

Mission: Provide better access to resources, programmes and support systems for our community through our network of educators (Ōtepoti Ki Te Raki Kāhui Ako). Our purpose is to improve access to and coordination of services to Tamariki & Rangatahi - to bring everybody on the learning journey. We believe rangatahi, whanau, teachers and our community will benefit from a cohesive approach to the understanding and delivering these services.

Registration Number
CC59913
Charity Type
Charitable Trust
Registration Date
2022-03-01
Status
Active
CharityData Rating
D (49.7/100)
Sector
Education
Location
Dunedin, Dunedin
Website
www.heaohou.org.nz
Email
admin@heaohou.org.nz
Data as at
December 2024

Beneficiaries: Children / young people, Family / whanau

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.2M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
5.8 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2024-12-31

Financial History

YearRevenueExpensesNet Assets
2024$0.1M$0.2M$0.1M
2023$0.3M$0.2M$0.2M
2022$0.1M-$0.1M

CharityData Rating

Overall Grade
D
Overall Score
49.7/100
Financial Score
71.7
Governance Score
65
Transparency Score
65

Red Flags

  • Average staff compensation of $193,009 per FTE, significantly above sector average of $75,000

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Te Ihi o Te Aumoana Melissa Marie James KingiTrustee2025-06-09
Jennifer ClarkeTrustee2024-07-25
Claire GardnerTrustee2022-02-17
Tania HendersonTrustee2022-02-17
John McKenzieTrustee2022-02-17

Former Officers (6)

  • Shannon Eathorne — Manager (departed 2026-01-30)
  • Rebecca Gilbertson — Officer (departed 2025-04-28)
  • Rebecca Twemlow — Trustee (departed 2024-07-07)
  • Christine McNamara — Trustee (departed 2024-07-07)
  • Barbara Robertson — Trustee (departed 2022-08-19)
  • Anna-Marie Stewart — Trustee (departed 2023-12-15)

Similar Charities in Education

He Ao Hou i Ōtepoti ki te Raki Charitable Trust logo
EducationCharitable Trust

He Ao Hou i Ōtepoti ki te Raki Charitable Trust

CC59913Dunedin, DunedinRegistered 1 Mar 2022
Data updated: 2 days ago
Financials31 Dec 2024Rating2d ago

Financial data as at December 2024. Sourced from Charities Services register.

D
50/100
Reduced by penalties
Financial
72
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 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.

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

$103.4K

Expenses

$239.1K

Assets

$118.3K

Staff

1

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

This rating may reflect incomplete data

This charity's grade of D is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.

About

Mission

Provide better access to resources, programmes and support systems for our community through our network of educators (Ōtepoti Ki Te Raki Kāhui Ako). Our purpose is to improve access to and coordination of services to Tamariki & Rangatahi - to bring everybody on the learning journey. We believe rangatahi, whanau, teachers and our community will benefit from a cohesive approach to the understanding and delivering these services.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanau

Key Statistics

Annual Revenue
$103.4K
Total Expenses
$239.1K
Net Assets
$92.8K
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (3 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
5.8mo
Could operate 5.8 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

6
Score /100
Highly Concentrated
HHI: 9,362
High Concentration: 97% of revenue from Other
Other96.7%
Investment Income3.3%

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

Peer Comparison

Ranked against 130 peers · Education · $100K – $1M

Rating Score
50
#33/131
Revenue
$103K
#131/131
Reserve Months
5.8
#1/131
Surplus
$-136K
#126/131
Staff Cost %
81%
#131/131

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

Rating

D
Score: 49.7/100
Financial
71.7
Governance
65
Transparency
65
Why this grade: Financial 72 × 40% + Governance 65 × 60% = 68 → 50 after red-flag penalties → D.
View Full Score Breakdown

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Latest Audit

FY2023
Clean
2 years of audit history

Contact Details

Registration

Registration NumberCC59913
Entity TypeCharitable Trust
Registered1 Mar 2022
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated21 Feb 2022
Registered office
Level 1, 106 George Street, Dunedin

Sector & Activities

Primary Sector
Education
Activities
Provides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)Sponsors / undertakes research

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: 3 October 2026.