The Ōpōtiki Community Health Trust — Health Charity in Opotiki
The Ōpōtiki Community Health Trust is a Unincorporated Trust charity in the Health sector, based in Opotiki, Opotiki. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: To provide funds via way of grants for the promotion of community health standards within the Opotiki region. To promote and improve community health standards. To provide educational scholarships for locals involved in health studies.
- Registration Number
- CC21404
- Charity Type
- Unincorporated Trust
- Registration Date
- 2008-02-26
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Health
- Location
- Opotiki, Opotiki
- Website
- https://www.ochealthtrust.org
- ochealthtrust@gmail.com
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2025
Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities, Voluntary bodies other than charities, Other - All
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $1.5M NZD
- Net Assets
- $1.5M NZD
- Reserve Months
- 13.1 months of operating expenses
- Staff Count
- 1
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $1.5M |
| 2024 | $0.1M | $0.1M | $1.5M |
| 2023 | $0.1M | $0.1M | $1.4M |
| 2022 | $0.1M | $0.0M | $1.4M |
| 2021 | $0.1M | $0.1M | $1.4M |
| 2020 | $0.1M | $0.1M | $1.4M |
| 2019 | $0.1M | $0.1M | $1.4M |
| 2018 | $0.1M | $0.1M | $1.4M |
| 2017 | $0.1M | $0.0M | $1.3M |
| 2016 | $0.1M | $0.0M | $1.3M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.8/100
- Financial Score
- 77.5
- Governance Score
- 75
- Transparency Score
- 65
- Program Spending Ratio
- 0.4%
Board Members and Officers
Current Officers (10)
| Name | Role | Appointed |
|---|---|---|
| Sharon Taylor | Trustee | 2024-01-25 |
| Mariana Hudson | Trustee | 2023-08-01 |
| Katerina Adams | Secretary | 2022-12-05 |
| Colleen Walker | Trustee | 2021-11-01 |
| Emily Gill | Trustee | 2021-11-01 |
| Lynette Riesterer | Chair | 2020-07-23 |
| Elizabeth Walker | Trustee | 2018-03-15 |
| Sandra Innes-Smith | Trustee | 2018-03-01 |
| Louisa Erickson | Trustee | 2015-12-31 |
| Muriel Smith-Kelly | Trustee | 2011-05-10 |
Former Officers (13)
- Lailani Mondares — Trustee (departed 2023-06-01)
- Courtney Andrews — Secretary (departed 2022-07-01)
- Tina Gedson — Secretary (departed 2020-07-23)
- Dr Mark Haywood — Trustee (departed 2018-12-31)
- Josephine Mortensen — Trustee (departed 2021-11-20)
- John James Hata — Trustee (departed 2020-10-20)
- Kerr Richard Wright — Trustee (departed 2009-09-08)
- John Harris Forbes — Chair (departed 2020-07-23)
- Bernard Leslie Clements — Trustee (departed 2016-05-01)
- Robyn Frances Towersey — Trustee (departed 2018-06-01)
- Jeremy Charles Luxton — Trustee (departed 2021-08-12)
- Lady Mary Delamere — Trustee (departed 2015-12-31)
- Heather Delamere Thompson — Trustee (departed 2009-09-08)
Similar Charities in Health
The Ōpōtiki Community Health Trust
Financial data as at June 2025. Sourced from Charities Services register.
$78.0K
$56.3K
$1.5M
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To provide funds via way of grants for the promotion of community health standards within the Opotiki region. To promote and improve community health standards. To provide educational scholarships for locals involved in health studies.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 215 peers · Health · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
BIs this your charity?
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FY2024Contact Details
Registration
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Sector & Activities
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.
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