Otaki Community Health Trust — Health Charity in Whakatane

Otaki Community Health Trust is a Charitable Trust charity in the Health sector, based in Whakatane, Whakatane. Annual revenue: $0.0M NZD. Financial data as at November 2025.

Mission: As the Trustees see fit, to support promote and provide community health services in Otaki and its environs, including the interconnected spiritual (taha wairua), psychological (taha hinengaro), physical (taha tinana) and social (taha whanau) health of the individuals and groups making up the communities of the area. To promote and encourage such other charitable purposes in New Zealand as the Trustees may from time to time see fit.

Registration Number
CC33176
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
Sector
Health
Location
Whakatane, Whakatane
Email
hird@xtra.co.nz
Data as at
November 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people, Other charities, People with disabilities, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-11-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
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-
2016$0.0M$0.0M-

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (4)

  • Ian Sheen — Treasurer
  • Phillipa Martin — Trustee
  • Elizabeth Hird — Chair
  • Ann Chapman — Deputy Chair

Similar Charities in Health

HealthCharitable Trust

Otaki Community Health Trust

CC33176Whakatane, WhakataneRegistered 30 Jun 2008
Data updated: 2 days ago
Financials10mo agoRating2d ago

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

NR
Not rated — Insufficient financial data

Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.

How ratings work →
Revenue

$7.7K

Expenses

$0

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

About

Mission

As the Trustees see fit, to support promote and provide community health services in Otaki and its environs, including the interconnected spiritual (taha wairua), psychological (taha hinengaro), physical (taha tinana) and social (taha whanau) health of the individuals and groups making up the communities of the area. To promote and encourage such other charitable purposes in New Zealand as the Trustees may from time to time see fit.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$7.7K
Total Expenses
$0
Net Assets
-

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
-
Insufficient data
No data
Sustainability
-
Insufficient data
No data
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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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
0
#61/216
Revenue
$8K
#149/216
Reserve Months
0.0
#1/216
Surplus
$8K
#54/216
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

NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 0
Current
F
2024
Score: 34.5
Financial: 50 | Governance: 65 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Whakatane, Whakatane

Registration

Registration NumberCC33176
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated21 May 1999
Registered office
8 Kitchener Street, RD 1, Otaki

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacy

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.