Hawthorndale Retirement Limited — Health Charity in Invercargill
Hawthorndale Retirement Limited is a Company charity in the Health sector, based in Invercargill, Invercargill. Annual revenue: $2.7M NZD. Financial data as at June 2025.
Mission: The Company can only carry on activities for the following charitable purposes (Purposes) to be beneficial to the community by: a. Providing and enabling access to aged care services and facilities; b. Providing specialist dementia care; c. Investing in research and technology for the care of the elderly d. Carrying out any other charitable purposes approved by the Board.
- Registration Number
- CC60037
- Charity Type
- Company
- Registration Date
- 2022-03-03
- Status
- Active
- Sector
- Health
- Location
- Invercargill, Invercargill
- info@thehawthorndale.co.nz
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $2.7M NZD
- Total Expenses
- $1.0M NZD
- Total Assets
- $37.7M NZD
- Net Assets
- $1.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.7M | $1.0M | $1.1M |
| 2024 | $0.0M | $0.4M | $-0.6M |
| 2023 | $0.0M | $0.2M | $-0.2M |
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Jill Smith | Director | 2026-06-22 |
| Carla Forbes | Director | 2025-12-16 |
| Michael Wyeth | Director | 2023-10-25 |
| Thomas O'Boyle | Director | 2022-11-22 |
| Helen Young | Director | 2022-11-22 |
| Scott O'donnell | Director | 2022-11-22 |
Former Officers (4)
- Patric O'Brien — Director (departed 2025-12-16)
- Paul Harrington — Director (departed 2025-12-16)
- Sarah Hannan — Director (departed 2025-12-16)
- Fergus More — Director (departed 2025-12-16)
Similar Charities in Health
Hawthorndale Retirement Limited
Financial data as at June 2025. Sourced from Charities Services register.
This charity has reported liabilities exceeding assets for two or more consecutive years. That pattern is common and structural for retirement villages (occupation-right-agreement bonds recorded as liabilities), iwi treaty-settlement vehicles (future-obligation accruals), and infrastructure trusts with Crown loan principal — it does not indicate financial distress, but our standard reserve-months scoring template does not apply. The charity's figures are shown above.
How ratings work →Reasons to look carefully (2)
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 registerNo chair or presiding role is recorded in the register for this board of 6. 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.
- Current annual return overdueThe newest annual return we hold is 27 months old — a more recent return may already be on the Charities Services register
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.
$2.7M
$963.5K
$37.7M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
The Company can only carry on activities for the following charitable purposes (Purposes) to be beneficial to the community by: a. Providing and enabling access to aged care services and facilities; b. Providing specialist dementia care; c. Investing in research and technology for the care of the elderly d. Carrying out any other charitable purposes approved by the Board.
Key Statistics
Financial Trends
Financial Trends (3 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 111 peers · Health · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileLatest Audit
FY2024Contact Details
Registration
Companies Office
Sector & Activities
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: 5 October 2026.
Similar Charities in Health
Other Health charities ranked by overall score