Lutheran Homes Trust BoardCommunity 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
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Desmond (Tony) O'ConnorTrustee2025-08-12
Kristine FunnellTrustee2023-08-09
John NelsonTrustee2021-02-21
Warwick PetersenTrustee2020-02-23
Lynne HendersonTrustee2019-02-23
Robyn PhilpotTrustee2010-08-03
Lynne Eunice PaltridgeTrustee2007-06-20
Alison Marion WeldTrustee2007-06-20
Arthur James WoodTrustee2007-06-20

Former Officers (13)

  • Vicki HoppingTrustee (departed 2025-08-11)
  • Warren JurgensTrustee (departed 2026-03-11)
  • Rodger RussTrustee (departed 2018-12-31)
  • Richard RoydsTrustee (departed 2023-08-08)
  • Ronald TubmanTrustee (departed 2021-02-21)
  • Gregory James FowlerTrustee (departed 2008-01-01)
  • John Matthew WhitelockTrustee (departed 2011-10-04)
  • Lynne Patricia HendersonTrustee (departed 2010-12-31)
  • Roger Oscar ClausenTrustee (departed 2024-10-17)
  • Albert Joseph KellsTrustee (departed 2023-11-14)
  • Dulcie May ClausenTrustee (departed 2009-02-22)
  • Hazel Florence VoelkerlingTrustee (departed 2017-05-09)
  • Marcus Frederic SteffensenTrustee (departed 2011-04-26)

Similar Charities in Community Development

Community DevelopmentTrust

Lutheran Homes Trust Board

CC10501Palmerston North, Palmerston NorthRegistered 24 Jun 2007
Data updated: 1 Sept 2026
Financials8mo agoRating15h ago

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

NR
Not ratedCharity type not yet classified — grade withheld

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 designated
    Board of 10 with no chair designated on the register
  • Reserves high for operating size
    Reserves 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.

Revenue

$305.5K

Expenses

$267.2K

Assets

$4.8M

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

About

Mission

The provision of rental accommodation designed and built for Senior Citizens with limited financial resources

Key Statistics

Annual Revenue
$305.5K
Total Expenses
$267.2K
Net Assets
$4.2M

Financial Trends

Financial Trends (19 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

2
Score /100
Highly Concentrated
HHI: 9,802
High Concentration: 99% of revenue from Other
Other99.0%
Donations0.8%
Investment Income0.2%

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

Rating Score
0
#61/148
Revenue
$305K
#54/148
Reserve Months
0.0
#1/148
Surplus
$38K
#62/148
Staff Cost %
0%
#1/148

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Palmerston North, Palmerston North

Registration

Registration NumberCC10501
Entity TypeTrust
Registered24 Jun 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated21 Jul 1978
Registered office
Level 6, National Mutual Centre 1 Fitzherbert Avenue Palmerston North, Palmerston North

Sector & Activities

Primary Sector
Community Development

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.