Lutheran Homes Trust Board — Community Development Charity in Palmerston North
Lutheran Homes Trust Board is a Trust charity in the Community Development sector, based in Palmerston North, Palmerston North. Annual revenue: $0.3M NZD. Financial data as at December 2025.
Mission: The provision of rental accommodation designed and built for Senior Citizens with limited financial resources
- Registration Number
- CC10501
- Charity Type
- Trust
- Registration Date
- 2007-06-24
- Status
- Active
- Sector
- Community Development
- Location
- Palmerston North, Palmerston North
- contact@lutheranvillage.org.nz
- Data as at
- December 2025
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $4.8M NZD
- Net Assets
- $4.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.3M | $4.2M |
| 2024 | $0.3M | $0.2M | $4.2M |
| 2023 | $0.2M | $0.3M | $5.1M |
| 2022 | $0.2M | $0.3M | $5.2M |
| 2021 | $2.6M | $0.2M | $5.2M |
| 2020 | $0.2M | $0.1M | $2.7M |
| 2019 | $0.2M | $0.2M | $2.7M |
| 2018 | $0.5M | $0.1M | $2.7M |
| 2017 | $0.2M | $0.1M | $2.2M |
| 2016 | $0.2M | $0.1M | $2.2M |
Board Members and Officers
Current Officers (9)
| Name | Role | Appointed |
|---|---|---|
| Desmond (Tony) O'Connor | Trustee | 2025-08-12 |
| Kristine Funnell | Trustee | 2023-08-09 |
| John Nelson | Trustee | 2021-02-21 |
| Warwick Petersen | Trustee | 2020-02-23 |
| Lynne Henderson | Trustee | 2019-02-23 |
| Robyn Philpot | Trustee | 2010-08-03 |
| Lynne Eunice Paltridge | Trustee | 2007-06-20 |
| Alison Marion Weld | Trustee | 2007-06-20 |
| Arthur James Wood | Trustee | 2007-06-20 |
Former Officers (13)
- Vicki Hopping — Trustee (departed 2025-08-11)
- Warren Jurgens — Trustee (departed 2026-03-11)
- Rodger Russ — Trustee (departed 2018-12-31)
- Richard Royds — Trustee (departed 2023-08-08)
- Ronald Tubman — Trustee (departed 2021-02-21)
- Gregory James Fowler — Trustee (departed 2008-01-01)
- John Matthew Whitelock — Trustee (departed 2011-10-04)
- Lynne Patricia Henderson — Trustee (departed 2010-12-31)
- Roger Oscar Clausen — Trustee (departed 2024-10-17)
- Albert Joseph Kells — Trustee (departed 2023-11-14)
- Dulcie May Clausen — Trustee (departed 2009-02-22)
- Hazel Florence Voelkerling — Trustee (departed 2017-05-09)
- Marcus Frederic Steffensen — Trustee (departed 2011-04-26)
Similar Charities in Community Development
- Dementia Hawkes Bay — Community Development
- Mangere Cemetery Trust Board — Community Development
- Purewa Cemetery Trust Board — Community Development
- Basil and Cynthia Hewett Charitable Trust — Community Development
- Kāhui Tū Kaha Ltd — Community Development
Lutheran Homes Trust Board
Financial data as at December 2025. Sourced from Charities Services register.
Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.
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 designatedBoard of 10 with no chair designated on the register
- Reserves high for operating sizeReserves cover ~190 months of expenses on $305K revenue — very high for an operating charity this size
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.
$305.5K
$267.2K
$4.8M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
The provision of rental accommodation designed and built for Senior Citizens with limited financial resources
Key Statistics
Financial Trends
Financial Trends (19 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 147 peers · Community Development · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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: 11 September 2026.
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