{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"The Whalan Lodge Trust","slug":"the-whalan-lodge-trust","charities_register_number":"CC51704","nzbn":"9429042891338","status":"registered","registration_date":"2015-02-16","deregistration_date":null,"entity_type":"operating_charity","sector":"Health","icnpo_group":"Health","region":"Kurow","city":"Kurow","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"The Whalan Lodge Trust has been set up for the benefit of the people of the Waitaki and Hakataramea Valleys and Twizel and the MacKenzie Basin or in other such North Otago areas as the Trustees may recognise the need for funding for the purpose of holding and administering for health and related purposes for the advancement of education, relief of poverty or for the benefit of the community.","mission":"The Whalan Lodge Trust has been set up for the benefit of the people of the Waitaki and Hakataramea Valleys and Twizel and the MacKenzie Basin or in other such North Otago areas as the Trustees may recognise the need for funding for the purpose of holding and administering for health and related purposes for the advancement of education, relief of poverty or for the benefit of the community."},"rating":{"rated":false,"grade":null,"score":null,"status":"limited_disclosure","reason":"Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2026-03-31","total_revenue_nzd":992632,"total_expenses_nzd":966420,"surplus_deficit_nzd":26212,"total_assets_nzd":2397595,"total_liabilities_nzd":1648547,"net_assets_nzd":749048,"cash_reserves_nzd":44071,"government_grants_nzd":469187,"donations_nzd":13543,"staff_costs_nzd":667207,"paid_staff":16,"volunteers":null,"reporting_tier":"Tier3","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d221444a-912d-f111-bb51-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-03-31","total_revenue_nzd":992632,"total_expenses_nzd":966420,"surplus_deficit_nzd":26212,"net_assets_nzd":749048,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d221444a-912d-f111-bb51-000d3acc4199&isPublic=true"},{"year_ended":"2025-03-31","total_revenue_nzd":1023619,"total_expenses_nzd":887921,"surplus_deficit_nzd":135698,"net_assets_nzd":722836,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=71df1094-c00e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":826162,"total_expenses_nzd":788971,"surplus_deficit_nzd":37191,"net_assets_nzd":336090,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=aa82db98-edef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":740564,"total_expenses_nzd":737567,"surplus_deficit_nzd":null,"net_assets_nzd":549947,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f3a038f6-52d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":659090,"total_expenses_nzd":657814,"surplus_deficit_nzd":null,"net_assets_nzd":546950,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d365cbae-81b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":669061,"total_expenses_nzd":617174,"surplus_deficit_nzd":null,"net_assets_nzd":545674,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=20a2ee1e-b092-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":586559,"total_expenses_nzd":604352,"surplus_deficit_nzd":null,"net_assets_nzd":338263,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=cc6d8aa2-de73-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":660700,"total_expenses_nzd":624010,"surplus_deficit_nzd":null,"net_assets_nzd":356056,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3594cf19-4454-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":590163,"total_expenses_nzd":554166,"surplus_deficit_nzd":null,"net_assets_nzd":319366,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=456e67ed-7a35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":274030,"total_expenses_nzd":345858,"surplus_deficit_nzd":null,"net_assets_nzd":283373,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ccae505f-f4f4-e711-9ac3-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":8,"total_officers_recorded":19,"chair_recorded":true,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":"Audit Professionals","latest_audit_opinion":"unqualified","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[{"name":"Aotearoa Gaming Foundation","type":"foundation","amount_nzd":1816,"year_ended":"2021-12-31"}],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/the-whalan-lodge-trust","markdown":"https://charitydata.co.nz/api/v1/charities/the-whalan-lodge-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/the-whalan-lodge-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC51704","website":null},"freshness":{"register_as_of":"2026-09-25","financials_updated":"2026-09-27","rating_computed":"2026-09-26","generated_at":"2026-09-29T18:18:32.015Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}