Te Puna Oranga o Ōtaki Charitable Trust — Health Charity in Otaki

Te Puna Oranga o Ōtaki Charitable Trust is a Charitable Trust charity in the Health sector, based in Otaki, Otaki. CharityData rates this charity A (92.5/100). Annual revenue: $3.3M NZD. Financial data as at March 2025.

Mission: The purpose of the Trust is to improve the overall health of the Ōtaki community through bringing together our diverse community as a healthy, vibrant expression of our people and our places here in Otaki.

Registration Number
CC60355
Charity Type
Charitable Trust
Registration Date
2022-08-03
Status
Active
CharityData Rating
A (92.5/100)
Sector
Health
Location
Otaki, Otaki
Email
heniti@tepunaoranga-otaki.nz
Data as at
March 2025

Beneficiaries: Children / young people, Family / whanau

Financial Summary

Total Revenue
$3.3M NZD
Total Expenses
$3.0M NZD
Total Assets
$2.7M NZD
Net Assets
$2.1M NZD
Reserve Months
6.5 months of operating expenses
Staff Count
33
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$3.3M$3.0M$2.1M
2024$2.4M$2.1M$1.8M
2023$2.2M$1.5M$1.5M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Bonnie MatehaereTrustee2026-09-29
Terina RauretiChair2024-03-04
Ariana RewetiTrustee2024-03-04
Monica FraserTrustee2020-06-09
Barbara RuddTrustee2020-06-09
Rawiri RikihanaTrustee2020-06-09

Former Officers (1)

  • Kiwa Raureti — Chair (departed 2023-11-06)

Similar Charities in Health

HealthCharitable Trust

Te Puna Oranga o Ōtaki Charitable Trust

CC60355Otaki, OtakiRegistered 3 Aug 2022
Data updated: 5 days ago
Financials31 Mar 2025Rating6d ago

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

A
93/100
Financial
100
Governance
75
Transparency
65
Revenue

$3.3M

Expenses

$3.0M

Assets

$2.7M

Staff

33

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

About

Mission

The purpose of the Trust is to improve the overall health of the Ōtaki community through bringing together our diverse community as a healthy, vibrant expression of our people and our places here in Otaki.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanau

Key Statistics

Annual Revenue
$3.3M
Total Expenses
$3.0M
Net Assets
$2.1M
Staff
33
employees
Volunteers
0

Financial Trends

Financial Trends (3 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
6.5mo
Could operate 6.5 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

4
Score /100
Highly Concentrated
HHI: 9,588
High Concentration: 98% of revenue from Other
Other97.9%
Investment Income1.9%
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 96 peers · Health · $1M – $10M

Rating Score
93
#1/97
Revenue
$3.3M
#43/97
Reserve Months
6.5
#1/97
Surplus
$337K
#42/97
Staff Cost %
0%
#1/97

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
65
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
3 years of audit history

Contact Details

Address
Otaki, Otaki

Registration

Registration NumberCC60355
Entity TypeCharitable Trust
Registered3 Aug 2022
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Oct 2020
Registered office
51 Main Street, Otaki

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: 7 October 2026.