Te Taumata o Ngati Whakaue Iho Ake Trust — Education Charity in Rotorua

Te Taumata o Ngati Whakaue Iho Ake Trust is a Charitable Trust charity in the Education sector, based in Rotorua, Rotorua. CharityData rates this charity A- (89.5/100). Annual revenue: $8.6M NZD. Financial data as at June 2025.

Mission: Education and social housing provider

Registration Number
CC27078
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A- (89.5/100)
Sector
Education
Location
Rotorua, Rotorua
Email
matiria@taumata.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau

Financial Summary

Total Revenue
$8.6M NZD
Total Expenses
$7.6M NZD
Total Assets
$9.5M NZD
Net Assets
$7.7M NZD
Reserve Months
13.3 months of operating expenses
Staff Count
43
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$8.6M$7.6M$7.7M
2024$8.7M$7.0M$6.7M
2023$7.7M$6.6M$4.9M
2022$10.5M$7.6M$3.8M
2021$4.8M$4.0M$1.0M
2020$5.1M$4.7M$0.2M
2019$5.2M$5.8M$-0.1M
2018$3.5M$3.3M$0.5M
2017$2.2M$2.3M$0.3M
2016$2.4M$2.5M$0.3M

CharityData Rating

Overall Grade
A-
Overall Score
89.5/100
Financial Score
100
Governance Score
65
Transparency Score
85

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Rahiri NgapuhiTrustee2026-01-05
Frances WharerahiTrustee2023-10-08
Parewahaika CarlsonTrustee2023-10-08
Angela WaruTrustee2023-10-08
Aroha HicksTrustee2022-11-20
Mokonuiārangi KingiChair2019-10-20
Margaret RollestonTrustee2017-12-13

Former Officers (30)

  • Martin Kinder — Secretary
  • Grace Dorset — Trustee (departed 2008-07-07)
  • Angela Katipa — Trustee (departed 2025-11-16)
  • Guy Kingi — Trustee (departed 2019-10-20)
  • Ruth Goldsbury — Trustee (departed 2021-08-08)
  • Tina Ngatai — Trustee (departed 2021-08-08)
  • Merehira Savage — Trustee (departed 2023-08-01)
  • Delia McKinnon — Trustee (departed 2023-10-08)
  • Bella Tait — Trustee (departed 2019-10-20)
  • Rawiri Bhana — Trustee (departed 2023-10-08)
  • Marita Ranclaud — Trustee (departed 2017-11-10)
  • Lucy Kereopa — Trustees (departed 2017-11-10)
  • Maria Tibble — Trustee (departed 2019-01-13)
  • Haehaetu Barrett — Trustee (departed 2019-10-20)
  • Colin Bennett — Trustee (departed 2019-06-26)
  • Wiremu Shuker — Trustee (departed 2017-11-10)
  • Julian Rolleston — Trustee (departed 2015-06-30)
  • Maria Oliver — Trustee (departed 2015-06-30)
  • Mark Short — Trustee (departed 2012-10-01)
  • Frederick McRae — Trustee (departed 2012-10-01)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Senior Management$140,2562025
Key Management Personnel (aggregate)Senior Management$140,256-
Margaret RollestonTrustee$19,300-
Guy KingiTrustee$18,3002024
Mokonuiārangi KingiChair$17,6502025
Mokonuiārangi KingiTrustee$17,650-
Margaret RollestonChair$17,2002024
Anahera WaruTrustee$11,850-
Aroha HicksTrustee$11,8002024
Aroha HicksTrustee$10,250-
Anahera WaruTrustee$8,7502024
Parewahaika CarlsonTrustee$8,650-
Parewahaika CarlsonTrustee$8,6502025
Anahera KatipaTrustee$8,350-
Frances WharerahiTrustee$7,8002025
Frances WharerahiTrustee$7,800-
Anahera KatipaTrustee$7,6002024
Vicki Bhana (Koeke)Trustee$6,5502025
Vicki Bhana (Koeke)Trustee$6,550-
Vicki Bhana (Koeke Advisor)Koeke Advisor$6,5502025
Leo RikaTrustee (Koeke)$6,1002024
Vicki BhanaTrustee (Koeke)$6,0502024
Rawiri BhanaTrustee$5,900-
Leo Rika (Koeke)Trustee$5,2002025
Leo Rika (Koeke)Trustee$5,200-
Leo Rika (Koeke Advisor)Koeke Advisor$5,2002025
Frances WharerahiTrustee$5,0502024
Parewahaika CarlsonTrustee$3,7002024
Jessie HekeTrustee$2,500-
Jessie HekeBoard Observer$2,5002025
Delia McKinnonTrustee$1,850-
Merehira SavageTrustee$8502024
Merehira SavageTrustee$850-
Anahera WaruTrustee-2025
Aroha HicksTrustee-2025
Margaret RollestonDeputy Chair-2025
Delia McKinnonTrustee-2024
Anahera KatipaTrustee-2025
Rawiri BhanaTrustee-2025
Delia McKinnonTrustee-2025
Merehira SavageTrustee-2025
Rawiri BhanaTrustee-2024

Funding Sources

  • Grassroots Trust Central Limited — $9,000
  • Grassroots Trust Central Limited — $6,000

Major Funders and Contracts (FY2025)

As disclosed in Te Taumata o Ngati Whakaue Iho Ake Trust's annual report.

  • Lifewise — $2,263,449 — Contractor services
  • Ngati Whakaue Education Endowment Trust — $190,090 — Grants and funding

Service Providers

  • GHA Ltd
  • GHA Ltd

Similar Charities in Education

EducationCharitable Trust

Te Taumata o Ngati Whakaue Iho Ake Trust

CC27078Rotorua, RotoruaRegistered 30 Jun 2008
Data updated: Yesterday
Financials30 Jun 2025Rating2d ago

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

A-
90/100
Financial
100
Governance
65
Transparency
85

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 7. 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
    92% 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

$8.6M

Expenses

$7.6M

Assets

$9.5M

Staff

43

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

About

Mission

Education and social housing provider

Who We Serve

Beneficiaries
Children / young peopleFamily / whanau

Key Statistics

Annual Revenue
$8.6M
Total Expenses
$7.6M
Net Assets
$7.7M
Staff
43
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
13.3mo
Could operate 13.3 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

15
Score /100
Highly Concentrated
HHI: 8,550
High Concentration: 92% of revenue from Government Grants
Government Grants92.3%
Investment Income4.3%
Other3.5%

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

Peer Comparison

Ranked against 62 peers · Education · $1M – $10M

Rating Score
90
#7/63
Revenue
$8.6M
#5/63
Reserve Months
13.3
#1/63
Surplus
$1.0M
#5/63
Staff Cost %
43%
#63/63

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

Rating

A-
Score: 89.5/100
Financial
100
Governance
65
Transparency
85
Why this grade: Financial 100 × 40% + Governance 65 × 60% = 79 → A-.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
Fees
Audit: $14,500
10 years of audit history

Contact Details

Address
Rotorua, Rotorua

Registration

Registration NumberCC27078
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated1 Aug 2005

Sector & Activities

Primary Sector
Education
Activities
Provides advice / information / advocacyProvides human resources (e.g. staff / volunteers)Provides 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: 3 October 2026.