Beattie Community Trust Incorporated — Social Services Charity in Otorohanga

Beattie Community Trust Incorporated is a Trust charity in the Social Services sector, based in Otorohanga, Otorohanga. CharityData rates this charity A (92.5/100). Annual revenue: $5.4M NZD. Financial data as at June 2025.

Mission: To help older people live the lives they choose

Registration Number
CC32540
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A (92.5/100)
Sector
Social Services
Location
Otorohanga, Otorohanga
Email
gm@beattiehome.co.nz
Data as at
June 2025

Beneficiaries: Older people, People with disabilities

Financial Summary

Total Revenue
$5.4M NZD
Total Expenses
$4.9M NZD
Total Assets
$12.9M NZD
Net Assets
$10.7M NZD
Reserve Months
0.1 months of operating expenses
Staff Count
70
Volunteers
1
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$5.4M$4.9M$10.7M
2024$4.8M$4.6M$10.2M
2023$3.2M$3.4M$10.0M
2022$3.1M$3.5M$10.2M
2021$6.6M$2.5M$10.5M
2020$2.7M$2.2M$6.4M
2019$5.4M$2.0M$6.0M
2018$2.1M$1.9M$2.6M
2017$1.6M$1.6M$2.4M
2016$1.9M$1.4M$2.4M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (22)

  • John Millar — Trustee
  • Yvonne Mita — Trustee
  • Robyn Neeley — Chair
  • Stuart Gower — Vice Chair
  • Jocelyn Horsfall — Trustee
  • Beverley Corboy — Secretary (departed 2016-11-17)
  • Trevor Walters — Chairmain (departed 2023-04-24)
  • Andra Neeley — Vice Chair (departed 2018-05-17)
  • Ross Marshall — Gp Rep (departed 2017-01-19)
  • Roy Johnson — Trustee
  • Robert Strawbridge — Treasurer
  • Sol Nelson — Maori Rep (departed 2016-11-17)
  • Ian Clark — Trustee (departed 2016-04-21)
  • Andrew Ormsby — Otorohanga Council Rep (departed 2015-11-19)
  • Samuel Laubscher — Trustee (departed 2012-11-15)
  • Patricia Walker — Trustee (departed 2011-11-14)
  • Christopher Jeffries — Trustee / Chairman (departed 2013-11-18)
  • Heather Loewenthal — Trustee (departed 2010-11-20)
  • Susan Blackler — Trustee (departed 2009-11-17)
  • Graeme Sanders — Trustee (departed 2010-11-17)

Similar Charities in Social Services

Social ServicesTrust

Beattie Community Trust Incorporated

CC32540Otorohanga, OtorohangaRegistered 30 Jun 2008
Data updated: 2 days ago
Financials30 Jun 2025Rating2d ago

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

A
93/100
Financial
100
Governance
75
Transparency
65
Revenue

$5.4M

Expenses

$4.9M

Assets

$12.9M

Staff

70

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

About

Mission

To help older people live the lives they choose

Who We Serve

Beneficiaries
Older peoplePeople with disabilities

Key Statistics

Annual Revenue
$5.4M
Total Expenses
$4.9M
Net Assets
$10.7M
Staff
70
employees
Volunteers
1

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

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
0.1mo
Could operate 0.1 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

58
Score /100
Concentrated
HHI: 4,242
Government Grants51.7%
Other38.3%
Donations10.1%
Investment Income0.0%

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

Peer Comparison

Ranked against 55 peers · Social Services · $1M – $10M

Rating Score
93
#1/56
Revenue
$5.4M
#9/56
Reserve Months
0.1
#1/56
Surplus
$489K
#13/56
Staff Cost %
75%
#56/56

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

Rating History

A
2025
Score: 92.5
Financial: 100 | Governance: 75 | Transparency: 65
Current
D+
2024
Score: 54.5
Financial: 50 | Governance: 65 | Transparency: 65

Rating

A
Score: 92.5/100
Financial
100
Governance
75
Transparency
65
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Contact Details

Address
Otorohanga, Otorohanga

Registration

Registration NumberCC32540
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated17 Apr 2001

Sector & Activities

Primary Sector
Social Services
Activities
Provides buildings / facilities / open spaceProvides services (e.g. care / counselling)Other - Acts an Umbrella body

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: 28 September 2026.