ADL Trust — Health Charity in Dunedin

ADL Trust is a Trust charity in the Health sector, based in Dunedin, Dunedin. CharityData rates this charity A- (85.7/100). Annual revenue: $6.7M NZD. Financial data as at June 2025.

Mission: The Trust supports Counselling and Therapeutic services for young people (12-24 years) in Te Waipounamu. They assist those with substance misuse issues (alcohol and other drugs), mental health and wellbeing challenges, or both of these co-existing issues. Its wider purpose included in the Trust Deed is to a) Provide Therapeutic and Support Services to promote the mental and physical health of people in the South Island of New Zealand (the Region). b) Provide Personal Development and Wellness programs for people in the Region. c) provide Community Development programs and resources within the Region. d) Assist with giving suitable people the opportunity to be trained, supervised or resourced in the above areas. e) Provide consultancy services in relation to the above areas within the Region f) The provision of enabling grants to assist in the promotion, advancement and creation of educational opportunities.

Registration Number
CC52513
Charity Type
Trust
Registration Date
2015-10-23
Status
Active
CharityData Rating
A- (85.7/100)
Sector
Health
Location
Dunedin, Dunedin
Email
finance@adlnz.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, Other charities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$6.7M NZD
Total Expenses
$6.2M NZD
Total Assets
$3.9M NZD
Net Assets
$2.4M NZD
Reserve Months
4.6 months of operating expenses
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$6.7M$6.2M$2.4M
2024$6.3M$6.0M$1.9M
2023$7.0M$7.1M$1.6M
2022$4.9M$4.8M$1.7M
2021$4.1M$3.8M$1.5M
2020$3.4M$3.3M$1.2M
2019$3.3M$3.1M$1.1M
2018$2.7M$2.3M$0.8M
2017$2.3M$2.0M$0.4M
2016$0.8M$0.6M$0.1M

CharityData Rating

Overall Grade
A-
Overall Score
85.7/100
Financial Score
98.9
Governance Score
55
Transparency Score
85

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Nicola SwainTrustee2025-01-01
Warwick CambridgeTrustee2022-06-27
Gina HuakauTrustee2021-06-01
Clive McArthurTrustee2015-09-09

Former Officers (9)

  • Mark Rogers — Trustee (departed 2022-01-31)
  • Madeleine Peacock — Trustee (departed 2020-08-14)
  • Jennifer Keys — Trustee (departed 2021-06-01)
  • Simon Craddock — Trustee (departed 2021-06-01)
  • Julie Hands — Trustee (departed 2018-08-09)
  • Rebecca Wilson — Trustee (departed 2022-06-28)
  • Rebecca Dobbs — Trustee (departed 2019-08-19)
  • Scott Blair — Trustee (departed 2021-06-28)
  • Malcolm Creagh — Trustee (departed 2021-06-01)

Executive Compensation

NameRoleCompensationYear
Warwick CambridgeTrustee$2,5002025
Warwick CambridgeTrustee$2,500-
Warwick CambridgeTrustee$2,5002023
Gina HuakauTrustee$1,0002025
Gina HuakauTrustee$1,000-
Gina HuakauTrustee$1,0002023
Clive McArthurTrustee$7502023
Clive McArthurTrustee$750-
Clive McArthurTrustee$7502025
Nicola SwainTrustee$2002023
Nicola SwainTrustee$200-
Nicola SwainTrustee$2002025

Service Providers

  • BDO

Similar Charities in Health

HealthTrust

ADL Trust

CC52513Dunedin, DunedinRegistered 23 Oct 2015
Data updated: 5 days ago
Financials30 Jun 2025Rating4d ago

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

A-
86/100
Financial
99
Governance
55
Transparency
85

Reasons to look carefully (1)

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 register
    No chair or presiding role is recorded in the register for this board of 4. 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.

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.

Revenue

$6.7M

Expenses

$6.2M

Assets

$3.9M

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

About

Mission

The Trust supports Counselling and Therapeutic services for young people (12-24 years) in Te Waipounamu. They assist those with substance misuse issues (alcohol and other drugs), mental health and wellbeing challenges, or both of these co-existing issues. Its wider purpose included in the Trust Deed is to a) Provide Therapeutic and Support Services to promote the mental and physical health of people in the South Island of New Zealand (the Region). b) Provide Personal Development and Wellness programs for people in the Region. c) provide Community Development programs and resources within the Region. d) Assist with giving suitable people the opportunity to be trained, supervised or resourced in the above areas. e) Provide consultancy services in relation to the above areas within the Region f) The provision of enabling grants to assist in the promotion, advancement and creation of educational opportunities.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauOther charitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$6.7M
Total Expenses
$6.2M
Net Assets
$2.4M

Financial Trends

Financial Trends (10 Years)

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
0mo
Could operate 0 months with zero revenue
Critical
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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Other
Other100.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
86
#10/68
Revenue
$6.7M
#8/68
Reserve Months
4.6
#1/68
Surplus
$442K
#25/68
Staff Cost %
73%
#68/68

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

A-
Score: 85.7/100
Financial
98.9
Governance
55
Transparency
85
Why this grade: Financial 99 × 40% + Governance 55 × 60% = 73 → A-.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC52513
Entity TypeTrust
Registered23 Oct 2015
StatusRegistered

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)Sponsors / undertakes research

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.