The Helensville District Health Trust Board — Health Charity in Helensville

The Helensville District Health Trust Board is a Charitable Trust charity in the Health sector, based in Helensville, Helensville. CharityData rates this charity B- (73.7/100). Annual revenue: $2.2M NZD. Financial data as at June 2025.

Mission: Provision of Health Care services to the people in South Kaipara

Registration Number
CC29397
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.7/100)
Sector
Health
Location
Helensville, Helensville
Email
manager@hdht.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public

Financial Summary

Total Revenue
$2.2M NZD
Total Expenses
$2.1M NZD
Total Assets
$5.2M NZD
Net Assets
$4.9M NZD
Reserve Months
17.0 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$2.2M$2.1M$4.9M
2024$2.0M$1.9M$4.8M
2023$1.9M$1.7M$4.6M
2022$0.5M$0.5M$4.0M
2021$2.2M$2.1M$4.5M
2020$1.5M$2.7M$4.4M
2019$4.0M$4.1M$5.5M
2018$3.9M$4.0M$5.6M
2017$3.9M$3.9M$5.8M
2016$4.1M$3.6M$5.7M

CharityData Rating

Overall Grade
B-
Overall Score
73.7/100
Financial Score
73.1
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Daniel WoodCommunity Trustee2025-10-30
Catherine MayoAppointed Trustee2025-07-17
Guy WishartAppointed Trustee2025-07-17
Kylie OrmrodHealth Nz Representative2025-04-07
Alison SeakensChair2024-10-30
James ScottGeneral Manager2020-04-06

Former Officers (38)

  • Mark Dennis — Trustee (departed 2025-10-23)
  • Nicola Keen-Biggelaar — Trustee (departed 2025-10-23)
  • Richard Aldous — Te Whatu Ora Representative Trustee (departed 2024-08-28)
  • Jin Yang — Community Trustee (departed 2024-09-06)
  • Seung Yoo — Community Trustee (departed 2023-03-14)
  • Raewyn Mercer — Nga-Maunga-Whakahii-Representative-Trustee (departed 2022-03-31)
  • Cherie Povey — Ngā Maunga Whakahii O Kaipara Representative (departed 2021-04-15)
  • Bridget Leonard — Deputy Chair (departed 2024-06-20)
  • Stephanie Kalburgi — Trustee (departed 2020-07-13)
  • Craig Mayo — Trustee (departed 2024-10-30)
  • Catherine Rameka — Trustee (departed 2023-10-19)
  • Marama Paraima — Community Trustee (departed 2020-07-02)
  • Tracey Smith — Trustee (departed 2019-11-30)
  • Glendith Samson — Trustee (departed 2018-02-15)
  • Gary Morrison — Trustee (departed 2021-10-21)
  • Tim Wood — Trustee (departed 2024-02-16)
  • John Issott — Trustee (departed 2018-10-25)
  • Rory MacGillycuddy — Chair (departed 2024-11-21)
  • Maryanne Gane — Trustee (departed 2017-10-19)
  • Felicity Smith — Trustee (departed 2025-10-23)

Similar Charities in Health

HealthCharitable Trust

The Helensville District Health Trust Board

CC29397Helensville, HelensvilleRegistered 30 Jun 2008
Data updated: 2 days ago
Financials30 Jun 2025Rating3d ago

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

B-
74/100
Financial
73
Governance
75
Transparency
65
Revenue

$2.2M

Expenses

$2.1M

Assets

$5.2M

Staff

2

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

About

Mission

Provision of Health Care services to the people in South Kaipara

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral public

Key Statistics

Annual Revenue
$2.2M
Total Expenses
$2.1M
Net Assets
$4.9M
Staff
2
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
17mo
Could operate 17 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

14
Score /100
Highly Concentrated
HHI: 8,595
High Concentration: 93% of revenue from Other
Other92.5%
Investment Income6.1%
Government Grants1.3%
Donations0.0%

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
74
#51/112
Revenue
$2.2M
#76/112
Reserve Months
17.0
#1/112
Surplus
$92K
#73/112
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

B-
Score: 73.7/100
Financial
73.1
Governance
75
Transparency
65
Why this grade: Financial 73 × 40% + Governance 75 × 60% = 74 → B-.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Helensville, Helensville

Registration

Registration NumberCC29397
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated14 Mar 1991
Registered office
C/O Sellars & Co Solicitors 69 Mill Road Helensville 0800, Helensville

Sector & Activities

Primary Sector
Health
Activities
Provides buildings / facilities / open spaceProvides 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.