East Otago Community Health TrustHealth Charity in Palmerston

East Otago Community Health Trust is a Trust charity in the Health sector, based in Palmerston, Palmerston. CharityData rates this charity C+ (68.5/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: The Trust provides medical rooms for the general public of East Otago to receive primary medical care they need.

Registration Number
CC27990
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C+ (68.5/100)
Sector
Health
Location
Palmerston, Palmerston
Email
eastotagohealthtrust@gmail.com
Data as at
June 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.3M NZD
Net Assets
$1.3M NZD
Reserve Months
230.0 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$1.3M
2024$0.1M$0.1M$1.3M
2023$0.1M$0.1M$1.3M
2022$0.1M$0.1M$1.2M
2021$0.1M$0.1M$1.2M
2020$0.1M$0.1M$1.2M
2019$0.1M$0.0M-
2018$0.1M$0.0M-
2017$0.7M$0.1M-
2016$0.2M$0.0M$0.6M

CharityData Rating

Overall Grade
C+
Overall Score
68.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Janette BillsTrustee2025-11-17
Judith MolyneuxTrustee2025-11-17
Nicholas TerryTrustee2025-11-17
Ngaire JoyceTrustee2024-11-11
Sandra ChapmanTrustee2022-11-14
Tanya BellTrustee2022-11-14
Christine OllerenshawTreasurer2020-11-09
Janette MallochTrustee2014-11-14
Neill FooteTrustee2007-12-10

Former Officers (14)

  • Sharon DoddChair (departed 2025-11-17)
  • Jane RobertsTrustee-Eo-Health-Representative (departed 2025-05-05)
  • Fiona MorrisonTrustee (departed 2017-02-20)
  • Adrian GraamansTrustee (departed 2021-10-18)
  • Colleen MackayTrustee (departed 2018-07-13)
  • Jeremy HayTrustee (departed 2014-04-01)
  • Andrea LunamTrustee (departed 2020-11-09)
  • Ronald SloanTrustee (departed 2025-11-17)
  • Mary O' ConnellChair (departed 2020-11-09)
  • Anthony McKewenTrustee (departed 2022-11-14)
  • Ruth PorteousSecretary (departed 2024-03-18)
  • Anne JohnstonTrustee (departed 2015-10-19)
  • Debbie HancockTrustee (departed 2015-10-05)
  • Donald McKirdyTrustee (departed 2012-11-28)

Similar Charities in Health

HealthTrust

East Otago Community Health Trust

CC27990Palmerston, PalmerstonRegistered 30 Jun 2008
Data updated: Today
Financials30 Jun 2025Ratingyesterday

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

C+
69/100
Financial
70
Governance
65
Transparency
65

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 9. 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

$81.7K

Expenses

$67.3K

Assets

$1.3M

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

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

The Trust provides medical rooms for the general public of East Otago to receive primary medical care they need.

Key Statistics

Annual Revenue
$81.7K
Total Expenses
$67.3K
Net Assets
$1.3M
Volunteers
0

Financial Trends

Financial Trends (16 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
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

25
Score /100
Highly Concentrated
HHI: 7,506
High Concentration: 85% of revenue from Other
Other85.4%
Investment Income14.6%

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

Peer Comparison

Ranked against 230 peers · Health · Under $100K

Rating Score
69
#25/231
Revenue
$82K
#17/231
Reserve Months
230.0
#1/231
Surplus
$14K
#36/231
Staff Cost %
0%
#1/231

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

Rating

C+
Score: 68.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Contact Details

Address
Palmerston, Palmerston

Registration

Registration NumberCC27990
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated25 Jul 2003
Registered office
The Medical Centre 117 District Road Palmerston North, Palmerston North

Sector & Activities

Primary Sector
Health

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: 13 September 2026.