Lions Club of Orewa Charitable Trust — Health Charity in Orewa

Lions Club of Orewa Charitable Trust is a Incorporated Society charity in the Health sector, based in Orewa, Orewa. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.1M NZD. Financial data as at June 2026.

Mission: Lions are people who want to give 100 percent of funds raised back to their community. It may be painting the fence at the local kindergarten, running a raffle to raise money for a community project like a new ambulance or anything in between. Whatever it is we have heaps of fun doing it. Clubs are autonomous so they get to choose what “projects” they do and how they spend the money they raise.

Registration Number
CC27647
Charity Type
Incorporated Society
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Health
Location
Orewa, Orewa
Email
warwick.simons@xtra.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
1.3 months of operating expenses
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M-
2025$0.1M$0.1M-
2024$0.1M$0.1M-
2023$0.1M$0.1M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Daryl CrosbyTrustee2026-08-05
Laurie RandsTrustee2023-07-05
Helen RoderickTrustee2021-07-29
Wendy MillerTrustee2020-07-01
Warwick SimonsTreasurer2018-06-21

Former Officers (15)

  • Deborah Lagdon — Trustee (departed 2026-08-05)
  • Ian White — Secretary (departed 2023-06-30)
  • Chrstine Povey — Trustee (departed 2021-06-30)
  • Audrey Metcalfe — President (departed 2018-06-21)
  • Lorna Maddock — Secretary (departed 2018-06-21)
  • Amanda Hebben — Trustee (departed 2020-07-01)
  • Marell Matcalfe — Treasurer (departed 2016-04-05)
  • Anita BUCHAN — Trustee (departed 2013-05-01)
  • Paul Reid — Trustee (departed 2013-05-01)
  • Christina Mannes — Trustee (departed 2012-07-16)
  • Margaret Blakiston — Trustee (departed 2009-02-22)
  • Peter McKinney — Trustee (departed 2017-07-04)
  • Brian Stevens — Trustee (departed 2013-12-27)
  • Gerald Munro — Trustee (departed 2009-11-01)
  • Roy Monk — Trustee (departed 2010-06-01)

Similar Charities in Health

FunderHealthIncorporated SocietyCharitable Trust

Lions Club of Orewa Charitable Trust

CC27647Orewa, OrewaRegistered 30 Jun 2008
Data updated: 2 days ago
Financials3mo agoRating2d ago

Financial data as at June 2026. Sourced from Charities Services register.

B-
74/100
Financial
78
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

$71.1K

Expenses

$77.2K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

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

Funding Sectors
Arts & CultureCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

Lions are people who want to give 100 percent of funds raised back to their community. It may be painting the fence at the local kindergarten, running a raffle to raise money for a community project like a new ambulance or anything in between. Whatever it is we have heaps of fun doing it. Clubs are autonomous so they get to choose what “projects” they do and how they spend the money they raise.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$71.1K
Total Expenses
$77.2K
Net Assets
-

Financial Trends

Financial Trends (18 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
51c
For every $1 spent, 51c reaches programs
Adequate
Sustainability
1.3mo
Could operate 1.3 months with zero revenue
Critical
Fundraising Cost
$0.54
Costs $0.54 to raise each $1 in donations
High cost

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Donations
Donations100.0%

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

Peer Comparison

Ranked against 215 peers · Health · Under $100K

Rating Score
74
#22/216
Revenue
$71K
#25/216
Reserve Months
1.3
#1/216
Surplus
$-6K
#168/216
Staff Cost %
0%
#1/216

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

Rating History

B-
2026
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
B-
2025
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Latest Audit

FY2017
Clean
2 years of audit history

Contact Details

Address
Orewa, Orewa

Registration

Registration NumberCC27647
Entity TypeIncorporated Society
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated5 May 2008
Registered office
27 Old North Road Orewa 0931 Auckland, Orewa

Sector & Activities

Primary Sector
Health
Activities
Other - Acts an Umbrella body

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.