He Puna Marama Charitable Trust — Education Charity in Whangarei
He Puna Marama Charitable Trust is a Trust charity in the Education sector, based in Whangarei, Whangarei. This organisation also provides funding to other charities. CharityData rates this charity B- (70/100). Annual revenue: $6.1M NZD. 1 red flag detected. Financial data as at December 2022.
Mission: To provide early childhood education and to develop young Maori leaders. This has recently been expanded upon to encompass housing initiatives and to establish a whenua Maori Organic Co-operative
- Registration Number
- CC27440
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (70/100)
- Sector
- Education
- Location
- Whangarei, Whangarei
- accounts@mokonz.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- December 2022
Financial Summary
- Total Revenue
- $6.1M NZD
- Total Expenses
- $5.9M NZD
- Total Assets
- $12.4M NZD
- Net Assets
- $9.9M NZD
- Reserve Months
- 20.2 months of operating expenses
- Staff Count
- 60
- Volunteers
- 0
- Financial Year End
- 2022-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2022 | $6.1M | $5.9M | $9.9M |
| 2021 | $5.0M | $5.1M | - |
| 2020 | $4.3M | $4.4M | - |
| 2019 | $4.2M | $4.8M | - |
| 2018 | $9.2M | $7.5M | - |
| 2017 | $7.4M | $6.9M | - |
| 2016 | $6.6M | $6.3M | - |
| 2015 | $6.4M | $4.9M | - |
| 2014 | $5.9M | $4.3M | - |
| 2013 | $5.5M | $2.7M | - |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 70/100
- Financial Score
- 70
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- Holding 20.2 months of expenses in reserves (9.9M), well above recommended maximum
Funding Sources
- Public Donations — $1,879,984 (individual)
- Service & Trading Income — $437,039 (corporate)
- Investment Income — $28,540 (corporate)
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He Puna Marama Charitable Trust
CC27440Whangarei, WhangareiRegistered 30 Jun 2008
Data updated: Today
Financials31 Dec 2022Rating4w ago
Financial data as at December 2022. Sourced from Charities Services register.
B-
70/100
Financial
70
Governance
75
Transparency
65
Revenue
$6.1M
Expenses
$5.9M
Assets
$12.4M
Staff
60
Financial data from Charities Services annual return (FY2022). Ratings calculated using CharityData v3.0 methodology.
1 red flag identified- Review the Rating tab for details
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EducationSocial Services
Beneficiaries
ChildrenMāori
Geographic Focus
Northland
About
Mission
To provide early childhood education and to develop young Maori leaders. This has recently been expanded upon to encompass housing initiatives and to establish a whenua Maori Organic Co-operative
Key Statistics
Annual Revenue
$6.1M
Total Expenses
$5.9M
Net Assets
$9.9M
Staff
60
employees
Volunteers
0
Financial Trends
Financial Trends (15 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
8mo
Could operate 8 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
43
Score /100
Concentrated
HHI: 5,661
Other68.6%
Donations30.9%
Investment Income0.5%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 41 peers · Education · $1M – $10M
Rating Score
70
Revenue
$6.1M
Reserve Months
20.2
Surplus
$203K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
B-
2022
Score: 70.0
Financial: 70 | Governance: 75 | Transparency: 65
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Address
Whangarei, Whangarei
Registration
Registration NumberCC27440
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 16 April 2026.
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