Te Whare Mahana Trust Board — Health Charity in Takaka

Te Whare Mahana Trust Board is a Charitable Trust charity in the Health sector, based in Takaka, Takaka. CharityData rates this charity B+ (84/100). Annual revenue: $2.6M NZD. Financial data as at June 2025.

Mission: To provide an integrated range of mental health services in Golden Bay, using evidence based best practice to assist people to work towards achieving wellness and independence.

Registration Number
CC47156
Charity Type
Charitable Trust
Registration Date
2011-07-28
Status
Active
CharityData Rating
B+ (84/100)
Sector
Health
Location
Takaka, Takaka
Email
twm@twm.org.nz
Data as at
June 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$2.6M NZD
Total Expenses
$2.5M NZD
Total Assets
$1.8M NZD
Net Assets
$1.3M NZD
Reserve Months
3.1 months of operating expenses
Staff Count
50
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$2.6M$2.5M$1.3M
2024$2.6M$2.6M$1.0M
2023$2.6M$2.4M$1.0M
2022$2.5M$2.4M$0.4M
2021$2.4M$2.5M$0.3M
2020$2.3M$2.3M$0.4M
2019$2.2M$2.2M$0.5M
2018$1.9M$1.9M$0.5M
2017$1.6M$1.7M$0.5M
2016$1.4M$1.4M$0.6M

CharityData Rating

Overall Grade
B+
Overall Score
84/100
Financial Score
92.2
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Kereama CarmodyTrustee2026-07-22
Jennifer BlackettTrustee2026-07-01
Louise RooneyTrustee2026-05-20
Wendy TrimmerInterim General Manager2025-04-01

Former Officers (29)

  • Paul O'Connor — Trustee
  • David MacInnes — Finance Officer
  • Maud Molloy — General Manager
  • Lorraine Berry — Trustee (departed 2023-08-08)
  • Carol Downard — Trustee
  • Maria Koch — Trustee (departed 2026-06-30)
  • Jenny Bennett — Trustee (departed 2022-08-18)
  • Durham Quigley — General Manager (departed 2024-09-19)
  • Paul Taylor — Trustee (departed 2022-10-20)
  • Taria Mason — Trustee (departed 2022-07-21)
  • Patrick Steer — Trustee
  • Marian Vlaar — Chair (departed 2025-04-10)
  • Rachael Cowie — Trustee
  • Wayne Langford — Trustee (departed 2023-10-19)
  • Linzi Birmingham — Officer (departed 2019-09-01)
  • Ruth Murray — Trustee (departed 2018-11-21)
  • Jacqui Stocker — Trustee (departed 2017-03-28)
  • Angharad Bolland — Trustee (departed 2018-01-24)
  • Robin Riley — Trustee (departed 2019-10-31)
  • Raine Berry — Trustee (departed 2015-03-30)

Similar Charities in Health

HealthCharitable Trust

Te Whare Mahana Trust Board

CC47156Takaka, TakakaRegistered 28 Jul 2011
Data updated: Yesterday
Financials30 Jun 2025Rating2d ago

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

B+
84/100
Financial
92
Governance
65
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 9. 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
    97% 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

$2.6M

Expenses

$2.5M

Assets

$1.8M

Staff

50

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

About

Mission

To provide an integrated range of mental health services in Golden Bay, using evidence based best practice to assist people to work towards achieving wellness and independence.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$2.6M
Total Expenses
$2.5M
Net Assets
$1.3M
Staff
50
employees
Volunteers
0

Financial Trends

Financial Trends (14 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
3.1mo
Could operate 3.1 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

5
Score /100
Highly Concentrated
HHI: 9,453
High Concentration: 97% of revenue from Government Grants
Government Grants97.2%
Other2.3%
Investment Income0.5%

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

Peer Comparison

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

Rating Score
84
#27/112
Revenue
$2.6M
#65/112
Reserve Months
3.1
#1/112
Surplus
$82K
#76/112
Staff Cost %
86%
#112/112

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

Rating

B+
Score: 84/100
Financial
92.2
Governance
65
Transparency
65
Why this grade: Financial 92 × 40% + Governance 65 × 60% = 76 → B+.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Takaka, Takaka

Registration

Registration NumberCC47156
Entity TypeCharitable Trust
Registered28 Jul 2011
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Jul 2011
Registered office
163 Commercial Street Takaka 7110, Takaka

Sector & Activities

Primary Sector
Health
Activities
Other - Acts an Umbrella body

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.