Otara Health Charitable Trust — Health Charity in Auckland

Otara Health Charitable Trust is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (75.5/100). Annual revenue: $3.2M NZD. Financial data as at June 2025.

Mission: The purpose for which the Trust is established is to develop and implement initiatives aimed at improving health outcomes for Otara People and other target communities and populations in New Zealand Aotearoa. Initiatives will focus on Health Promotion, Health Education, Advocacy, Community Collaborative Engagement, Stakeholder and Service Provider Coordination.

Registration Number
CC45280
Charity Type
Trust
Registration Date
2010-09-08
Status
Active
CharityData Rating
B (75.5/100)
Sector
Health
Location
Auckland, Auckland
Email
sosefina@otarahealth.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Voluntary bodies other than charities

Financial Summary

Total Revenue
$3.2M NZD
Total Expenses
$3.2M NZD
Total Assets
$1.5M NZD
Net Assets
$0.8M NZD
Reserve Months
2.7 months of operating expenses
Staff Count
19
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$3.2M$3.2M$0.8M
2024$2.7M$2.6M$0.8M
2023$2.5M$2.5M$0.8M
2022$2.0M$2.0M$0.8M
2021$1.8M$1.8M$0.8M
2020$1.7M$1.7M$0.8M
2019$1.5M$1.5M$0.8M
2018$1.5M$1.4M$0.8M
2017$1.1M$1.0M$0.7M
2016$1.0M$1.0M$0.6M

CharityData Rating

Overall Grade
B
Overall Score
75.5/100
Financial Score
84.3
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Taualii Tom VaivaiTrustee2024-08-28

Former Officers (26)

  • Anamalia Tauiliili — Trustee
  • Brandon Jackson-Faumuina — Trustee
  • Elizabeth Tiumalu — Trustee (departed 2023-09-26)
  • Ruth Sio-Lokam — Trustee (departed 2024-05-28)
  • Marleen George — Trustee
  • Tamara Taka-Jones — Trustee
  • Efeso Collins — Trustee (departed 2024-02-21)
  • Fa'Anānā Efeso Collins — Trustee (departed 2024-02-21)
  • Joseph Liava'a — Trustee (departed 2019-01-29)
  • Fuimaono Tuiasau — Trustee (departed 2018-08-31)
  • John Moore — Trustee (departed 2018-08-31)
  • Chin MA — Trustee (departed 2016-09-26)
  • Mihi Tibble — Trustee (departed 2018-10-13)
  • Manu Pihama — Trustee (departed 2016-09-26)
  • Harold Rea — Trustee (departed 2017-02-27)
  • John Coffey — Trustee (departed 2013-08-19)
  • Andrea Benioni — Trustee (departed 2014-05-26)
  • Lana Perese — Trustee (departed 2015-06-26)
  • Bill Takerei — Trustee (departed 2011-09-26)
  • William Takerei — Trustee (departed 2011-09-26)

Funding Sources

  • Te Whatu Ora - Health New Zealand — $2,493,590
  • Auckland Foundation — $10,000
  • Foundation North — $10,000

Service Providers

  • Wayne Turiki

Similar Charities in Health

FunderHealthTrustCharitable Trust

Otara Health Charitable Trust

CC45280Auckland, AucklandRegistered 8 Sept 2010
Data updated: 5 days ago
Financials30 Jun 2025Rating4d ago

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

B
76/100
Financial
84
Governance
55
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 4. 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
    91% of latest-year revenue came from government grants — single-stream dependency

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

$3.2M

Expenses

$3.2M

Assets

$1.5M

Staff

19

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

Funder Profile

Grantmaker

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

Funding Sectors
HealthEducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

Funded By

Registered charities that have funded this organisation.

About

Mission

The purpose for which the Trust is established is to develop and implement initiatives aimed at improving health outcomes for Otara People and other target communities and populations in New Zealand Aotearoa. Initiatives will focus on Health Promotion, Health Education, Advocacy, Community Collaborative Engagement, Stakeholder and Service Provider Coordination.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicVoluntary bodies other than charities

Key Statistics

Annual Revenue
$3.2M
Total Expenses
$3.2M
Net Assets
$810.0K
Staff
19
employees

Financial Trends

Financial Trends (15 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
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

17
Score /100
Highly Concentrated
HHI: 8,332
High Concentration: 91% of revenue from Government Grants
Government Grants90.9%
Other8.3%
Investment Income0.8%
Donations0.0%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
76
#18/68
Revenue
$3.2M
#21/68
Reserve Months
2.7
#1/68
Surplus
$-2K
#53/68
Staff Cost %
60%
#68/68

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

Rating History

B
2025
Score: 75.5
Financial: 84 | Governance: 55 | Transparency: 65
Current
F
2024
Score: 32.6
Financial: 80 | Governance: 55 | Transparency: 65

Rating

B
Score: 75.5/100
Financial
84.3
Governance
55
Transparency
65
Why this grade: Financial 84 × 40% + Governance 55 × 60% = 67 → B.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC45280
Entity TypeTrust
Registered8 Sept 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Aug 2010
Registered office
Shop 3, Fair Mall, Otara Town Centre, Otara, Auckland

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacyProvides human resources (e.g. staff / volunteers)Provides 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.