Northern Southland Medical Trust — Health Charity in Lumsden
Northern Southland Medical Trust is a Trust charity in the Health sector, based in Lumsden, Lumsden. CharityData rates this charity D+ (51.5/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: The main objectives of the NS Med Trust include the provision, promotion, future guarding and administration of medical and maternity services and appropriate facilities in Northern Southland.
- Registration Number
- CC24823
- Charity Type
- Trust
- Registration Date
- 2008-05-25
- Status
- Active
- CharityData Rating
- D+ (51.5/100)
- Sector
- Health
- Location
- Lumsden, Lumsden
- Website
- https://nsmedicaltrust.nz/
- nsmtoffice@gmail.com
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $1.6M NZD
- Net Assets
- $1.5M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $1.5M |
| 2024 | $0.1M | $0.1M | $1.5M |
| 2023 | $0.1M | $0.0M | $1.4M |
| 2022 | $0.1M | $0.1M | $1.4M |
| 2021 | $0.1M | $0.1M | $1.0M |
| 2020 | $0.2M | $0.1M | $1.0M |
| 2019 | $0.1M | $0.1M | $0.8M |
| 2018 | $0.1M | $0.1M | $0.8M |
| 2017 | $0.1M | $0.0M | - |
| 2016 | $0.1M | $0.1M | $0.6M |
CharityData Rating
- Overall Grade
- D+
- Overall Score
- 51.5/100
- Financial Score
- 70
- 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 (7)
| Name | Role | Appointed |
|---|---|---|
| Katie Norman | Trustee | 2025-09-27 |
| Paige Blom | Trustee | 2023-11-20 |
| Cara Colquhoun | Trustee | 2023-07-24 |
| Laura Douglas | Trustee | 2020-06-30 |
| Rob Scott | Trustee | 2020-06-30 |
| Hannah Blakely | Trustee | 2017-06-19 |
| John Douglas | Chair | 1998-06-30 |
Former Officers (32)
- Antje Parker — Trustee (departed 2022-03-14)
- Sheree Ditchfield — Trustee (departed 2024-03-13)
- Ebel Kremer — Trustee (departed 2019-06-24)
- Aaron Wilson — Trustee (departed 2022-08-02)
- Gemma Sloane — Trustee (departed 2021-06-22)
- Jennifer Vick — Trustee (departed 2019-06-24)
- Marilyn Roberts — Trustee (departed 2019-09-09)
- Janese Priergaard-Petersen — Trustee (departed 2022-10-24)
- Michael Baer — Trustee (departed 2021-06-22)
- Dianne Allan — Trustee (departed 2018-06-18)
- Suzanne King — Trustee (departed 2017-06-19)
- Pamela Mitchell — Trustee (departed 2017-04-10)
- Helen McFelin — Trustee (departed 2015-06-08)
- Carrie Adams — Trustee (departed 2020-06-30)
- Vanessa Hamilton — Trustee (departed 2013-12-01)
- Adele Richards — Trustee (departed 2016-08-15)
- Raewyn Harrison — Trustee (departed 2012-10-01)
- Robyn Crooks — Trustee (departed 2019-06-24)
- Kathryn Deaker — Trustee (departed 2011-06-30)
- Sally Ross — Treasurer (departed 2015-08-17)
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Northern Southland Medical Trust
Financial data as at March 2025. Sourced from Charities Services register.
$129.9K
$66.3K
$1.6M
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of D+ is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Endowment Foundation
Special Entity TypeThis 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
The main objectives of the NS Med Trust include the provision, promotion, future guarding and administration of medical and maternity services and appropriate facilities in Northern Southland.
Key Statistics
Financial Trends
Financial Trends (17 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 158 peers · Health · $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
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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: 11 September 2026.
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