North Otago Anglican Homes For The Aged TrustReligion Charity in Oamaru

North Otago Anglican Homes For The Aged Trust is a Trust charity in the Religion sector, based in Oamaru, Oamaru. CharityData rates this charity C- (58.5/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at December 2025.

Mission: Providing Accommodation for the Elderly

Registration Number
CC24248
Charity Type
Trust
Registration Date
2008-05-12
Status
Active
CharityData Rating
C- (58.5/100)
Sector
Religion
Location
Oamaru, Oamaru
Email
rushja@xtra.co.nz
Data as at
December 2025

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$1.0M NZD
Net Assets
$1.0M NZD
Reserve Months
67.4 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.2M$1.0M
2024$0.2M$0.2M-
2023$0.2M$0.1M$0.9M
2022$0.2M$0.1M$0.9M
2021$0.1M$0.1M$0.8M
2020$0.1M$0.1M-
2019$0.1M$0.1M$0.7M
2018$0.1M$0.1M$0.7M
2017$0.1M$0.1M$0.7M
2016$0.1M$0.1M$0.6M

CharityData Rating

Overall Grade
C-
Overall Score
58.5/100
Financial Score
80
Governance Score
75
Transparency Score
65

Red Flags

  • 3 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (9)

  • Alison RushTreasurer
  • Kenneth LightTrustee (departed 2015-08-03)
  • Geoffrey CampbellTrustee (departed 2012-11-30)
  • Phyllis BainTrustee (departed 2014-03-01)
  • Margaret ParkinsonTrustee (departed 2011-01-01)
  • Beverley HarrisonTrustee
  • Anandakumar AnandanayagamChair (departed 2009-01-05)
  • Bernard WilkinsonAdministrator
  • Susan DouglasSecretary (departed 2024-07-11)

Similar Charities in Religion

ReligionTrust

North Otago Anglican Homes For The Aged Trust

CC24248Oamaru, OamaruRegistered 12 May 2008
Data updated: 1 Sept 2026
Financials8mo agoRating11h ago

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

C-
59/100
Reduced by penalties
Financial
80
Governance
75
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.

  • Reserves high for operating size
    Reserves cover ~67 months of expenses on $179K 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

$179.0K

Expenses

$171.4K

Assets

$979.8K

Staff

1

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

1 red flag identified- Review the Rating tab for details

About

Mission

Providing Accommodation for the Elderly

Key Statistics

Annual Revenue
$179.0K
Total Expenses
$171.4K
Net Assets
$962.1K
Staff
1
employees

Financial Trends

Financial Trends (18 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

19
Score /100
Highly Concentrated
HHI: 8,105
High Concentration: 89% of revenue from Other
Other89.4%
Investment Income10.6%

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

Peer Comparison

Ranked against 183 peers · Religion · $100K – $1M

Rating Score
59
#49/184
Revenue
$179K
#127/184
Reserve Months
67.4
#1/184
Surplus
$8K
#107/184
Staff Cost %
10%
#184/184

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

Rating History

C-
2025
Score: 58.5
Financial: 80 | Governance: 75 | Transparency: 65
Current
D
2024
Score: 48.8
Financial: 73 | Governance: 75 | Transparency: 65

Rating

C-
Score: 58.5/100
Financial
80
Governance
75
Transparency
65
Why this grade: Financial 80 × 40% + Governance 75 × 60% = 77 → 59 after red-flag penalties → C-.
View Full Score Breakdown

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Contact Details

Address
Oamaru, Oamaru

Registration

Registration NumberCC24248
Entity TypeTrust
Registered12 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated30 Mar 1977
Registered office
St Luke's Vicarage Wharfe St Oamaru, Oamaru

Sector & Activities

Primary Sector
Religion

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.