Pacific Trust Otago — Health Charity in Dunedin

Pacific Trust Otago is a Charitable Trust charity in the Health sector, based in Dunedin, Dunedin. CharityData rates this charity A- (87.7/100). Annual revenue: $2.9M NZD. Financial data as at June 2025.

Mission: To enhance wellbeing of Tangata Moana in Otago and other areas by providing sustainable culturally responsive - health and wellbeing, education, economic, social and cultural services.

Registration Number
CC31798
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A- (87.7/100)
Sector
Health
Location
Dunedin, Dunedin
Website
https://www.pto.nz
Email
office@pto.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, Older people, People of a certain ethnic / racial origin

Financial Summary

Total Revenue
$2.9M NZD
Total Expenses
$2.2M NZD
Total Assets
$3.3M NZD
Net Assets
$2.7M NZD
Reserve Months
7.0 months of operating expenses
Staff Count
23
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$2.9M$2.2M$2.7M
2024$2.5M$2.0M$2.1M
2023$2.3M$2.3M$1.6M
2022$2.6M$1.5M$1.6M
2021$1.2M$0.8M$0.6M
2020$0.6M$0.5M$0.2M
2019$0.3M$0.4M$0.1M
2018$0.4M$0.4M$0.2M
2017$0.4M$0.4M$0.2M
2016$0.5M$0.6M$0.2M

CharityData Rating

Overall Grade
A-
Overall Score
87.7/100
Financial Score
93.2
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (15)

NameRoleAppointed
Tautala FaletolyBoard Member (samoa)2024-04-12
Stacey Kokaua-BalfourBoard Member (cook Islands)2024-02-02
Norman LevyBoard Member (samoa)2023-11-24
Teina MakiraBoard Member (cook Islands)2023-11-06
Faanimo Elisara-TooCeo (samoan)2023-11-06
Masoe Antonio SeiuliBoard Member (samoa)2023-05-05
Corinne HundlebyBoard Member (wantok)2023-05-05
Losa MoaataneBoard Member (tonga)2023-04-28
Uatesoni TaungapeauBoard Member (tongan)2023-02-24
Tevita TuuhokoBoard Member (tonga)2022-09-28
Randy BakeuaStand-in-Board-Member-(kiribati)2022-04-11
Keni MoeroaBoard Member (cook Islands)2021-03-01
Joy BrewardStand-in-Board-Member-(wantok-Community)2020-07-01
Maria LucasDeputy Chairperson (kiribati)2020-07-01
Penijamini QauqauTreasurer (fiji)2017-07-01

Former Officers (30)

  • Riiti Conway — Board Member (tuvaluan) (departed 2024-06-30)
  • Tengaru Paniora — Board Member (cook Islands) (departed 2023-12-31)
  • Mauosamoa White — Board Member (tokelau) (departed 2023-11-24)
  • Iki Uele — Board Member (tonga) (departed 2023-11-30)
  • Faumuina Professor Faafetai Sopoaga — Chairperson (samoa) (departed 2023-12-02)
  • Kimberley Talamahina — Stand-in-Niue (departed 2024-01-08)
  • Pearl Vaipaata — Board Member (cook Islands) (departed 2023-10-31)
  • Ilai Manu — Board Member (tokelau) (departed 2023-07-28)
  • Latuivai Kioa — Trustee (departed 2022-04-11)
  • Ngata Vahua — Trustee (departed 2022-04-11)
  • Duane Calvert — Trustee (departed 2022-04-11)
  • Angela Vaeau — Secretary (departed 2022-04-11)
  • Teakini Penaia — Trustee (departed 2020-12-31)
  • Tokerau Joseph — Chair (departed 2018-01-28)
  • Sailosi Pole — Board Member (tonga) (departed 2022-12-02)
  • Nimmo Too — Trustee (departed 2015-11-24)
  • Paula Veituna — Trustee (departed 2015-11-24)
  • Saatele Faatoese — Trustee (departed 2018-12-12)
  • Patrick Vakaoti — Trustee (departed 2017-07-01)
  • Bond Ria — Trustee (departed 2022-04-11)

Similar Charities in Health

Pacific Trust Otago logo
HealthCharitable Trust

Pacific Trust Otago

CC31798Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 3 days ago
Financials30 Jun 2025Rating3d ago

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

A-
88/100
Financial
93
Governance
75
Transparency
65
Revenue

$2.9M

Expenses

$2.2M

Assets

$3.3M

Staff

23

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

About

Mission

To enhance wellbeing of Tangata Moana in Otago and other areas by providing sustainable culturally responsive - health and wellbeing, education, economic, social and cultural services.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauOlder peoplePeople of a certain ethnic / racial origin

Key Statistics

Annual Revenue
$2.9M
Total Expenses
$2.2M
Net Assets
$2.7M
Staff
23
employees

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
7mo
Could operate 7 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

46
Score /100
Concentrated
HHI: 5,419
Government Grants67.7%
Other28.7%
Investment Income3.4%
Donations0.2%

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

Peer Comparison

Ranked against 111 peers · Health · $1M – $10M

Rating Score
88
#22/112
Revenue
$2.9M
#63/112
Reserve Months
7.0
#1/112
Surplus
$640K
#33/112
Staff Cost %
65%
#112/112

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

Rating History

A-
2025
Score: 87.7
Financial: 93 | Governance: 75 | Transparency: 65
Current
B+
2024
Score: 80.0
Financial: 86 | Governance: 65 | Transparency: 65

Rating

A-
Score: 87.7/100
Financial
93.2
Governance
75
Transparency
65
Why this grade: Financial 93 × 40% + Governance 75 × 60% = 82 → A-.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC31798
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated26 Sept 2003
Registered office
220 King Edwart Street, South Dunedin, Dunedin

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: 4 October 2026.