Otago Youth Wellness Trust — Social Services Charity in Dunedin
Otago Youth Wellness Trust is a Trust charity in the Social Services sector, based in Dunedin, Dunedin. CharityData rates this charity A (92.5/100). Annual revenue: $2.6M NZD. Financial data as at June 2025.
Mission: The Otago Youth Wellness Trust affirms the rights of young people to have access to a range of quality services to meet their physical, emotional and social needs, which, in the provision of integrated delivery will enhance their well-being, break barriers to opportunities and ensure a secure future. In developing the above Mission Statement the Trust has ensured the welfare and interests of the young person are the first and paramount consideration.
- Registration Number
- CC20161
- Charity Type
- Trust
- Registration Date
- 2007-12-02
- Status
- Active
- CharityData Rating
- A (92.5/100)
- Sector
- Social Services
- Location
- Dunedin, Dunedin
- administrator@oywt.org.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau
Financial Summary
- Total Revenue
- $2.6M NZD
- Total Expenses
- $2.4M NZD
- Total Assets
- $1.2M NZD
- Net Assets
- $0.8M NZD
- Reserve Months
- 4.9 months of operating expenses
- Staff Count
- 28
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.6M | $2.4M | $0.8M |
| 2024 | $2.4M | $2.2M | $0.4M |
| 2023 | $1.7M | $1.6M | $0.5M |
| 2022 | $1.5M | $1.5M | $0.4M |
| 2021 | $1.7M | $1.5M | $0.5M |
| 2020 | $1.4M | $1.3M | $0.4M |
| 2019 | $1.1M | $1.0M | $0.3M |
| 2018 | $1.0M | $1.1M | $0.2M |
| 2017 | $1.1M | $1.0M | $0.3M |
| 2016 | $1.0M | $1.0M | $0.2M |
CharityData Rating
- Overall Grade
- A
- Overall Score
- 92.5/100
- Financial Score
- 100
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Shannon Macmillan | Trustee | 2025-08-04 |
| Garth Powell | Trustee | 2023-06-22 |
| Daniel Houghton | Trustee | 2023-06-22 |
| Karen Philip | Chair | 2019-04-04 |
| Craig Dinnissen | Trustee | 2019-02-21 |
| Carole Adair | Trustee | 2015-09-17 |
| Brian Lowe | Trustee | 2014-05-01 |
| Nicola Atwool | Trustee | 2012-05-10 |
Former Officers (24)
- Emma Wyeth — Trustee (departed 2022-07-28)
- Erolia Rooney — Trustee (departed 2023-10-30)
- Trevor Thomson — Trustee (departed 2018-12-06)
- Marlia Morris — Trustee (departed 2020-10-05)
- Sarah Lister — Trustee (departed 2019-03-22)
- Benjamin Butterfield — Trustee (departed 2018-04-30)
- Rebecca Good — Trustee (departed 2018-04-05)
- Amelia Jull — Trustee (departed 2016-12-16)
- Eric Nabalagi — Trustee (departed 2017-08-31)
- Sarah Simmers — Trustee (departed 2025-05-26)
- Janine Kapa-Blair — Trustee (departed 2021-08-12)
- Dominic Flatley — Trustee (departed 2013-09-26)
- Faafetai Sopoaga — Trustee (departed 2014-06-26)
- Jim Crowe — Trustee (departed 2016-03-25)
- Malcolm Farry — Chairperson/trustee (departed 2013-12-16)
- Patricia (Pat) Harrison — Trustee (departed 2014-05-22)
- Dougal Rillstone — Trustee (departed 2012-12-06)
- Mary O'Dwyer — Trustee (departed 2011-12-31)
- Warwick Deuchrass — Trustee (departed 2012-05-31)
- Clive Matthewson — Trustee (departed 2014-08-07)
Funding Sources
- Aotearoa Gaming Foundation — $60,000
- The Lion Foundation — $8,520
- Lion Foundation — $8,000
Similar Charities in Social Services
- Birthright (HB) Child And Family Care Trust — Social Services
- Sexual Abuse Support and Healing (SASH-Nelson) Incorporated — Social Services
- Moana House — Social Services
- Home in Place (New Zealand) Limited — Social Services
- Alzheimers New Zealand Incorporated — Social Services
Otago Youth Wellness Trust
Financial data as at June 2025. Sourced from Charities Services register.
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.
- Government-funding concentration85% of latest-year revenue came from government grants — single-stream dependency
- Same audit firm for many yearsSame audit firm (Audit Professionals) for 10 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
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.
$2.6M
$2.4M
$1.2M
28
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
The Otago Youth Wellness Trust affirms the rights of young people to have access to a range of quality services to meet their physical, emotional and social needs, which, in the provision of integrated delivery will enhance their well-being, break barriers to opportunities and ensure a secure future. In developing the above Mission Statement the Trust has ensured the welfare and interests of the young person are the first and paramount consideration.
Who We Serve
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 55 peers · Social Services · $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.
Rating
AIs this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact 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: 27 September 2026.
Similar Charities in Social Services
Other Social Services charities ranked by overall score