# The Otago Phoenix Club

**Charities Register number:** CC53362
**Status:** Registered
**Registered since:** 2016-06-01
**Sector:** Health
**ICNPO group:** Health
**Region:** Dunedin
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

1. Supporting people with cardiovascular disease, particularly those who have experienced a cardiovascular event, in their return to active life. We promote the maintenance of a healthy lifestyle through supervised exercise in a supportive environment. 2. Supporting cardiac education, rehabilitation, and promoting a healthy lifestyle using evidence-based guidelines, supporting cardiac research, particularly that relating to the management and support of people who have experienced a cardiac event, and encouraging participation in cardiac-related research by invitation and consent. 3. Supporting other organisations sharing similar purposes, including other cardiac rehabilitation groups in Dunedin and the Otago Branch of Heart Foundation New Zealand.

## CharityData rating

- **Not rated** — Small community organisation — the scorecard is not designed for entities at this scale.
- **Status code:** `community_group`
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-10-31)

- **Total revenue:** NZ$4k
- **Total expenses:** NZ$5k
- **Surplus / deficit:** NZ$-664
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$11k
- **Donations:** NZ$1k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bc9b6583-e8b6-f011-bb4b-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-10-31 | NZ$4k | NZ$5k | NZ$-664 | not disclosed |
| 2024-10-31 | NZ$5k | NZ$5k | NZ$-135 | not disclosed |
| 2023-10-31 | NZ$5k | NZ$5k | not disclosed | not disclosed |
| 2022-10-31 | NZ$3k | NZ$3k | not disclosed | not disclosed |
| 2021-10-31 | NZ$5k | NZ$5k | not disclosed | NZ$29k |
| 2020-10-31 | NZ$8k | NZ$5k | not disclosed | not disclosed |
| 2019-10-31 | NZ$9k | NZ$7k | not disclosed | not disclosed |
| 2018-10-31 | NZ$11k | NZ$19k | not disclosed | not disclosed |
| 2017-10-31 | NZ$11k | NZ$8k | not disclosed | NZ$35k |
| 2016-10-31 | NZ$9k | NZ$20k | not disclosed | NZ$32k |

## Governance

- **Officers on the register:** 5 current (26 including former)
- **Chair recorded:** yes

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC53362) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-05-29
- Rating: computed 2026-09-26
- This document generated: 2026-09-29

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/the-otago-phoenix-club
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-otago-phoenix-club/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-otago-phoenix-club/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC53362

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-otago-phoenix-club. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-29T10:35:21.703Z.