Western Bay of Plenty Primary Health Organisation Limited — Health Charity in Tauranga
Western Bay of Plenty Primary Health Organisation Limited is a Trust charity in the Health sector, based in Tauranga, Tauranga. CharityData rates this charity C (61.9/100). Annual revenue: $32.4M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: The PHO’s primary focus is on health equity. In its essence, health equity is about fairness. The PHO serves a diverse community with differing levels of advantage that require different support, resources and approaches. The PHO act as a korowai (caring and protecting) to the community through a range of support, health services and programmes to support wellness. Focussing on wellness enables people to shape their own health and wellbeing.
- Registration Number
- CC30518
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C (61.9/100)
- Sector
- Health
- Location
- Tauranga, Tauranga
- enquiries@clmlaw.co.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities
Financial Summary
- Total Revenue
- $32.4M NZD
- Total Expenses
- $34.4M NZD
- Total Assets
- $9.5M NZD
- Net Assets
- $4.9M NZD
- Reserve Months
- 1.8 months of operating expenses
- Staff Count
- 101
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $32.4M | $34.4M | $4.9M |
| 2024 | $30.2M | $29.8M | $7.0M |
| 2023 | $35.1M | $35.1M | $6.7M |
| 2022 | $40.7M | $40.7M | $7.1M |
| 2021 | $26.0M | $27.1M | $7.1M |
| 2020 | $22.2M | $24.3M | $8.8M |
| 2019 | $16.8M | $15.5M | $10.8M |
| 2018 | $15.0M | $13.9M | $9.5M |
| 2017 | $14.5M | $13.1M | $8.4M |
| 2016 | $13.5M | $12.8M | $5.9M |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 61.9/100
- Financial Score
- 74.8
- Governance Score
- 65
- Transparency Score
- 85
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (23)
- Lara Cunneen — Director
- Peter Chandler — Director
- Luke Bradford — Director (departed 2025-08-31)
- Daniel McIntosh — Director
- Lorraine Anderson — Director
- Melanie Tata — Director
- Symon Roberton — Director (departed 2022-02-18)
- Todd Hulbert — Director (departed 2022-06-30)
- Paul Stanley — Director
- Graeme Elvin — Director
- Charlie Tawhiao — Director
- Graham Cameron — Director (departed 2019-03-26)
- Tom Wilson — Director (departed 2016-11-01)
- Thomas Wilson — Director (departed 2016-11-01)
- Kuao Wawatai — Director (departed 2016-04-07)
- Geoff Esterman — Director (departed 2019-09-04)
- David O'Connor — Director (departed 2008-09-10)
- Michael Wahlers — Director (departed 2016-09-21)
- John Gemming — Director (departed 2017-09-21)
- Colleen Te Arihi — Director (departed 2016-11-29)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Executive Leaders (aggregate) | Executive Leader | $1,510,000 | 2024 |
| Executive Leaders (aggregate) | Executive Leader | $1,510,000 | - |
| Directors (aggregate) | Director | $208,000 | 2024 |
| Directors (aggregate) | Director | $208,000 | - |
| Graeme Elvin | Director | $40,000 | 2024 |
| Melanie Te Arai Tata | Director | $20,000 | 2024 |
| Paora Stanley | Director | $20,000 | 2024 |
| Peter Chandler | Director | $20,000 | 2025 |
| Graeme Elvin | Director | $20,000 | 2025 |
| Peter Chandler | Director | $20,000 | 2024 |
| Dr Daniel McIntosh | Director | $20,000 | 2024 |
| Dr Luke Bradford | Director | $20,000 | 2024 |
| Melanie Te Arai Tata | Director | $20,000 | 2025 |
| Lorraine Anderson | Director | $20,000 | 2025 |
| Dr Luke Bradford | Director | $20,000 | 2025 |
| Paora Stanley | Director | $20,000 | 2025 |
| Dr Daniel McIntosh | Director | $20,000 | 2025 |
| Charlie Tawhiao | Director | $20,000 | 2024 |
| Charlie Tawhiao | Director | $20,000 | 2025 |
| Lorraine Anderson | Director | $20,000 | 2024 |
Major Funders and Contracts (FY2025)
As disclosed in Western Bay of Plenty Primary Health Organisation Limited's annual report.
- Western Bay of Plenty Iwi and Primary Care Providers — Primary health care service delivery through joint venture agreement
Service Providers
- Baker Tilly Staples Rodway Tauranga Limited
- Donna Taylor
- BDO Tauranga
- ASB Bank Tauranga
- ASB Bank Tauranga
- Baker Tilly Staples Rodway Tauranga Limited
- Cooney Lees Morgan
- Cooney Lees Morgan
Similar Charities in Health
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- Ronald McDonald House Charities New Zealand Trust — Health
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- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
Western Bay of Plenty Primary Health Organisation Limited
Financial data as at June 2025. Sourced from Charities Services register.
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 registerNo chair or presiding role is recorded in the register for this board of 8. 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 concentration99% 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.
$32.4M
$34.4M
$9.5M
101
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
The PHO’s primary focus is on health equity. In its essence, health equity is about fairness. The PHO serves a diverse community with differing levels of advantage that require different support, resources and approaches. The PHO act as a korowai (caring and protecting) to the community through a range of support, health services and programmes to support wellness. Focussing on wellness enables people to shape their own health and wellbeing.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial 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 10 peers · Health · $10M – $50M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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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: 30 September 2026.
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