Kamo Home & Village Charitable Trust — Health Charity in Whangarei

Kamo Home & Village Charitable Trust is a Trust charity in the Health sector, based in Whangarei, Whangarei. This organisation also provides funding to other charities. CharityData rates this charity C (63.3/100). Annual revenue: $13.0M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: Provision of aged care . Facility based and retirement living.

Registration Number
CC31607
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C (63.3/100)
Sector
Health
Location
Whangarei, Whangarei
Email
zoeb@khvct.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Family / whanau, General public, Older people, People with disabilities, Religious groups

Financial Summary

Total Revenue
$13.0M NZD
Total Expenses
$11.4M NZD
Total Assets
$39.6M NZD
Net Assets
$26.1M NZD
Reserve Months
2.7 months of operating expenses
Staff Count
117
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$13.0M$11.4M$26.1M
2024$12.0M$11.1M$24.5M
2023$9.9M$9.1M$17.1M
2022$8.7M$7.8M$16.3M
2021$8.1M$7.7M$15.4M
2020$7.8M$7.5M$15.0M
2019$7.4M$6.9M$11.1M
2018$6.8M$6.4M$10.6M
2017$4.7M$4.3M$10.4M
2016$4.3M$3.9M$7.8M

CharityData Rating

Overall Grade
C
Overall Score
63.3/100
Financial Score
86.8
Governance Score
75
Transparency Score
85
Program Spending Ratio
0.3%

Red Flags

  • Only 25.8% of expenses go to programs, well below acceptable standards

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Kevin SalmonTrustee2024-09-12
Heather OsborneTrustee2024-09-12
Gregory MasonTrustee2023-02-02
Sharon MorganTrustee2019-12-12
Stephen ClarkeTrustee2014-07-30
Zoe BerryCEO2010-01-11

Former Officers (17)

  • Mary Nicholas — Trustee (departed 2025-06-05)
  • Brenda Smith — Trust Accountant (departed 2025-11-17)
  • Carla Janssen — Trustee (departed 2021-08-05)
  • David Nicholas — Trustee (departed 2023-12-07)
  • Samantha Morgan — Trustee (departed 2016-01-27)
  • Ian Smedley — Deputy Chair (departed 2024-07-11)
  • Phillip Cullen — Trustee (departed 2023-04-13)
  • Rev. Bruce Patterson — Trustee Member (departed 2012-07-31)
  • Rosalie Gwilliam — Trustee (departed 2019-01-30)
  • Marie Oldridge — Trustee (departed 2010-07-01)
  • Janice Kini — Trustee (departed 2009-07-01)
  • Peter Bayne — Trustee Methodist Mission Northern Rep (departed 2014-04-01)
  • Marion Russell — Trustee (departed 2014-02-01)
  • George Nathan-Patuawa — Trustee/ Kaumatua (departed 2010-09-01)
  • Ann Shaw — Trustee (departed 2009-04-30)
  • Eric Dodd — Chair (departed 2016-03-30)
  • John Williamson — Chair (departed 2026-06-30)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Senior Management Group$532,7262025
Key Management Personnel (aggregate)Senior Management Group$532,726-
Key Management Personnel (aggregate)Senior Management Group$532,7262024
Board/Trustees (unpaid)Members of the Board of Trustees$0-
Board/Trustees (unpaid)Members of the Board of Trustees$02024
Board/Trustees (unpaid)Members of the Board of Trustees$02025
Ngaire MackieChair-2024
Kevin SalmonTrustee-2025
Greg MasonTrustee-2025
Stephen ClarkeTrustee-2025
Heather OsborneTrustee-2025
John WilliamsonChair/Trustee-2025
Ian SmedleyTrustee-2025
Mary NicholasTrustee-2025
Brenda SmithOfficer (DIA Charities register)-2025
Anne GilchristTrustee-2024
Sharon MorganTrustee-2025
Grant McCallumTrustee-2024
Zoe BerryGeneral Manager-2025
Louise TidswellTrustee-2024
Jennifer HardieTrustee-2024

Major Funders and Contracts (FY2025)

As disclosed in Kamo Home & Village Charitable Trust's annual report.

  • Signature Homes — $797,700 — Build and remarket residential dwelling at Whangarei Heads

Service Providers

  • Sumpter Baughen Chartered Accountants Limited
  • BDO
  • BDO Northland
  • ASB Bank Limited
  • Covenant Trustee Services Ltd
  • Webb Ross McNab Kilpatrick

Similar Charities in Health

FunderHealthTrustCharitable Trust

Kamo Home & Village Charitable Trust

CC31607Whangarei, WhangareiRegistered 30 Jun 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating5d ago

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

C
63/100
Reduced by penalties
Financial
87
Governance
75
Transparency
85
Revenue

$13.0M

Expenses

$11.4M

Assets

$39.6M

Staff

117

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

Funder Profile

Grantmaker

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

Funding Sectors
Community Development
Beneficiaries
Elderly
Geographic Focus
Northland

About

Mission

Provision of aged care . Facility based and retirement living.

Who We Serve

Beneficiaries
Family / whanauGeneral publicOlder peoplePeople with disabilitiesReligious groups

Key Statistics

Annual Revenue
$13.0M
Total Expenses
$11.4M
Net Assets
$26.1M
Staff
117
employees
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
95c
For every $1 spent, 95c reaches programs
Strong
Sustainability
2.7mo
Could operate 2.7 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%
Investment Income0.5%
Donations0.3%

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

Peer Comparison

Ranked against 10 peers · Health · $10M – $50M

Rating Score
63
#7/11
Revenue
$13.0M
#7/11
Reserve Months
2.7
#1/11
Surplus
$1.6M
#5/11
Staff Cost %
65%
#11/11

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

Rating

C
Score: 63.3/100
Financial
86.8
Governance
75
Transparency
85
Why this grade: Financial 87 × 40% + Governance 75 × 60% = 80 → 63 after red-flag penalties → C.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
Fees
Audit: $16,032
10 years of audit history

Contact Details

Address
Whangarei, Whangarei

Registration

Registration NumberCC31607
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated13 May 1997
Registered office
31 Ford Avenue, Kamo, Whangarei

Sector & Activities

Primary Sector
Health
Activities
Provides buildings / facilities / open spaceProvides religious services / activitiesProvides 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: 1 October 2026.