Penina Trust — Health Charity in Auckland

Penina Trust is a Trust charity in the Health sector, based in Auckland, Auckland. CharityData rates this charity A (92.5/100). Annual revenue: $20.9M NZD. Financial data as at June 2025.

Mission: Vision “Holistic wellbeing for people in our community” Mission “To provide quality support that enhances holistic wellness for Pasifika people in our community” Philosophy of Care Penina’s Philosophy of Care is: “Penina Trust is committed to the principle of recovery. We exist to support people on their journey through illness and towards recovery. Recovery for Penina is about utilising cultural capital to enable people to take control of their own lives with a view to achieving their full potential, including living in safe, healthy and adequately sized housing. Penina will support people towards recovery through the delivery of timely, appropriate and safe services delivered by professional, clinically and/or culturally competent staff whilst respecting the dignity and mana/mamalu of all those that they serve.”

Registration Number
CC27145
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A (92.5/100)
Sector
Health
Location
Auckland, Auckland
Website
https://www.penina.org.nz
Email
kisione.tupou@peninatrust.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, General public, Older people, People of a certain ethnic / racial origin, People with disabilities, Religious groups, Voluntary bodies other than charities

Financial Summary

Total Revenue
$20.9M NZD
Total Expenses
$17.9M NZD
Total Assets
$53.6M NZD
Net Assets
$26.9M NZD
Reserve Months
4.0 months of operating expenses
Staff Count
82
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$20.9M$17.9M$26.9M
2024$26.5M$16.5M$23.9M
2023$17.5M$13.7M$13.9M
2022$14.8M$9.8M$10.2M
2021$8.9M$7.0M$5.2M
2020$4.3M$4.0M$3.4M
2019$3.9M$3.5M$3.1M
2018$3.5M$3.3M$2.7M
2017$2.0M$1.8M$2.5M
2016$1.8M$1.7M$2.4M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
85

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (12)

  • Christina Kolio — Consumer Representative
  • Iese Tata — Trustee
  • Soane Foliaki — Chair
  • Masae Sione — Trustee (departed 2015-01-05)
  • Kevin Clapperton — Treasurer
  • Tutogi Too — Trustee (departed 2012-10-31)
  • Angeline Hekau — Trustee (departed 2022-01-01)
  • Elise Puni — Trustee (departed 2011-11-08)
  • Aloma Nouata — Trustee (departed 2019-02-25)
  • Tavita Asiata — Trustee (departed 2013-02-26)
  • Gillian Hekau — Trustee
  • Roine Lealaiauloto — Trustee

Executive Compensation

NameRoleCompensationYear
Senior Management (aggregate)Senior Management$977,648-
Senior Management (aggregate)Senior Management$977,6482024
Senior Management (aggregate)Senior Management$977,6482025
Senior ManagementSenior Management$977,6482024
Close Family Members of Senior Management (aggregate)Staff (family members of senior management)$322,726-
Close Family Members of Senior ManagementStaff (Family Members)$322,7262024
Close Family Members of Senior Management (aggregate)Staff (family members of senior management)$322,7262025
Close Family Members of Senior Management (aggregate)Staff (family members of senior management)$322,7262024
Trustees (aggregate)Trustee$163,6502025
Trustees (aggregate)Trustee$163,6502024
Trustees (aggregate)Trustee$163,650-
TrusteesTrustee$95,0002024
Board MembersBoard Member$61,9572024

Funding Sources

  • Ministry of Social Development — $587,904
  • Ministry for Pacific Peoples — $587,904
  • Foundation North — $285,000
  • Foundation North — $99,999
  • Foundation North — $35,000
  • Foundation North — $30,000
  • Foundation North — $25,000
  • Foundation North — $25,000
  • Foundation North — $25,000
  • Rano Community Trust — $6,330.43
  • Lion Foundation — $5,000
  • Blue Sky Community Trust — $3,000

Service Providers

  • Kenneth Chong

Similar Charities in Health

Penina Trust logo
HealthTrust

Penina Trust

CC27145Auckland, AucklandRegistered 30 Jun 2008
Data updated: 3 days ago
Financials30 Jun 2025Ratingyesterday

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

A
93/100
Financial
100
Governance
75
Transparency
85
Revenue

$20.9M

Expenses

$17.9M

Assets

$53.6M

Staff

82

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

About

Mission

Vision “Holistic wellbeing for people in our community” Mission “To provide quality support that enhances holistic wellness for Pasifika people in our community” Philosophy of Care Penina’s Philosophy of Care is: “Penina Trust is committed to the principle of recovery. We exist to support people on their journey through illness and towards recovery. Recovery for Penina is about utilising cultural capital to enable people to take control of their own lives with a view to achieving their full potential, including living in safe, healthy and adequately sized housing. Penina will support people towards recovery through the delivery of timely, appropriate and safe services delivered by professional, clinically and/or culturally competent staff whilst respecting the dignity and mana/mamalu of all those that they serve.”

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peoplePeople of a certain ethnic / racial originPeople with disabilitiesReligious groupsVoluntary bodies other than charities

Key Statistics

Annual Revenue
$20.9M
Total Expenses
$17.9M
Net Assets
$26.9M
Staff
82
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
4mo
Could operate 4 months with zero revenue
Low reserves
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

12
Score /100
Highly Concentrated
HHI: 8,793
High Concentration: 94% of revenue from Other
Other93.6%
Government Grants5.6%
Investment Income0.8%

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
93
#1/11
Revenue
$20.9M
#2/11
Reserve Months
4.0
#1/11
Surplus
$3.0M
#2/11
Staff Cost %
33%
#11/11

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

Rating

A
Score: 92.5/100
Financial
100
Governance
75
Transparency
85
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC27145
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated29 Jul 2004

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides religious services / activitiesProvides services (e.g. care / counselling)Sponsors / undertakes research

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: 27 September 2026.