Nga Kete Matauranga Pounamu Charitable Trust — Health Charity in Invercargill

Nga Kete Matauranga Pounamu Charitable Trust is a Trust charity in the Health sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. CharityData rates this charity B- (70.3/100). Annual revenue: $13.6M NZD. Financial data as at June 2025.

Mission: *Supporting the health needs of people *The advancement of whānau, social and community welfare and wellbeing outcomes. *Caring and assistance of those with mental health, addictions, and crisis support needs. *Providing advocacy, education and life goal setting. *Supporting the relief of poverty.

Registration Number
CC28799
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.3/100)
Sector
Health
Location
Invercargill, Invercargill
Email
admin@kaitahu.maori.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people

Financial Summary

Total Revenue
$13.6M NZD
Total Expenses
$11.3M NZD
Total Assets
$12.8M NZD
Net Assets
$11.5M NZD
Reserve Months
11.6 months of operating expenses
Staff Count
117
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$13.6M$11.3M$11.5M
2024$12.3M$9.2M$9.2M
2023$10.1M$8.3M$6.1M
2022$10.6M$7.7M$4.3M
2021$6.6M$6.0M$1.5M
2020$5.2M$5.1M$0.8M
2019$4.7M$4.2M$0.6M
2018$3.8M$4.0M$0.2M
2017$3.8M$4.0M$0.4M
2016$3.3M$3.2M$0.8M

CharityData Rating

Overall Grade
B-
Overall Score
70.3/100
Financial Score
72.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Robyn HorwellTrustee2024-12-02
Bruce PaganTrustee2021-07-26
Terrence KingTrustee2021-02-22
Neville CookTrustee2018-05-07
Gregory FordyceTrustee2004-10-01

Former Officers (7)

  • Sally Wast — Trustee (departed 2020-11-24)
  • Karen Duncan — Trustee (departed 2014-07-28)
  • Lesley Rewi — Trustee (departed 2021-09-28)
  • Jane Davis — Trustee (departed 2018-12-31)
  • Raewyn Hubbard — Trustee (departed 2008-12-15)
  • Freda Suddaby — Trustee (departed 2008-12-15)
  • Betty Rickus — Trustee (departed 2017-12-31)

Service Providers

  • BDO

Similar Charities in Health

FunderHealthTrustCharitable Trust

Nga Kete Matauranga Pounamu Charitable Trust

CC28799Invercargill, InvercargillRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials30 Jun 2025Rating4d ago

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

B-
70/100
Financial
73
Governance
65
Transparency
65

Reasons to look carefully (2)

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.
  • Government-funding concentration across agencies
    72% of revenue from 3 different government funder areas — a broad public-funding base, but a coordinated change at the top sources would be material

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

$13.6M

Expenses

$11.3M

Assets

$12.8M

Staff

117

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

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

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

Funding Sectors
HealthEducationSocial ServicesCommunity Development
Beneficiaries
MāoriGeneral Public
Geographic Focus
Southland

About

Mission

*Supporting the health needs of people *The advancement of whānau, social and community welfare and wellbeing outcomes. *Caring and assistance of those with mental health, addictions, and crisis support needs. *Providing advocacy, education and life goal setting. *Supporting the relief of poverty.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder people

Key Statistics

Annual Revenue
$13.6M
Total Expenses
$11.3M
Net Assets
$11.5M
Staff
117
employees
Volunteers
0

Financial Trends

Financial Trends (17 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
11.6mo
Could operate 11.6 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

41
Score /100
Concentrated
HHI: 5,903
Government Grants72.0%
Other26.8%
Investment Income1.0%
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
70
#7/11
Revenue
$13.6M
#7/11
Reserve Months
11.6
#1/11
Surplus
$2.4M
#2/11
Staff Cost %
75%
#11/11

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

Rating

B-
Score: 70.3/100
Financial
72.5
Governance
65
Transparency
65
Why this grade: Financial 73 × 40% + Governance 65 × 60% = 68 → B-.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
Auditor
BDO
10 years of audit history

Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC28799
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated25 Sept 2000

Sector & Activities

Primary Sector
Health
Activities
Provides 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: 30 September 2026.