The Otago Phoenix Club — Health Charity in Dunedin

The Otago Phoenix Club is a Trust charity in the Health sector, based in Dunedin, Dunedin. Annual revenue: $0.0M NZD. Financial data as at October 2025.

Mission: 1. Supporting people with cardiovascular disease, particularly those who have experienced a cardiovascular event, in their return to active life. We promote the maintenance of a healthy lifestyle through supervised exercise in a supportive environment. 2. Supporting cardiac education, rehabilitation, and promoting a healthy lifestyle using evidence-based guidelines, supporting cardiac research, particularly that relating to the management and support of people who have experienced a cardiac event, and encouraging participation in cardiac-related research by invitation and consent. 3. Supporting other organisations sharing similar purposes, including other cardiac rehabilitation groups in Dunedin and the Otago Branch of Heart Foundation New Zealand.

Registration Number
CC53362
Charity Type
Trust
Registration Date
2016-06-01
Status
Active
Sector
Health
Location
Dunedin, Dunedin
Email
secretary@otagophoenix.nz
Data as at
October 2025

Beneficiaries: People with disabilities, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-10-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M$0.0M
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M$0.0M
2016$0.0M$0.0M$0.0M

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Keith TrickerPresident2021-02-23
Brent MarksSecretary2018-12-03
Christopher WorthTreasurer2015-12-07
Robert HartExaminer2015-12-07
Elizabeth BodyAdvisor2014-02-24

Former Officers (20)

  • John Wills — Vice President (departed 2020-11-30)
  • Eric Higgins — President (departed 2020-11-30)
  • Lynette Marks — Committee Member (departed 2019-12-02)
  • Margaret Ellis — Committee Member (departed 2019-12-02)
  • Victor Elliott — Committee Member (departed 2019-12-02)
  • Russell Gillions — President (departed 2019-12-02)
  • Geoffrey Grenfell — Committee Member (departed 2018-12-03)
  • Lorraine Grenfell — Committee Member (departed 2018-12-03)
  • Margarita Wilding — Committee Member (departed 2018-12-03)
  • Colin Reynolds — Committee (departed 2017-12-04)
  • Peter Williams — Vice President (departed 2016-12-05)
  • Pio Poutu — Vice President (departed 2018-12-03)
  • Jennifer Gillions — Committee Member (departed 2019-12-02)
  • William Roxborogh — Co-Opted-Member (departed 2017-12-04)
  • Shirley Begg — Committee Member (departed 2018-12-03)
  • David Edwards — Committee Member (departed 2019-12-02)
  • William Steele — Committee Member (departed 2017-12-04)
  • Peter Borland — Committee Member (departed 2018-12-03)
  • John Young — Vice President (departed 2019-12-02)
  • Beverley Young — Committee Member (departed 2018-12-03)

Similar Charities in Health

HealthTrust

The Otago Phoenix Club

CC53362Dunedin, DunedinRegistered 1 Jun 2016
Data updated: 5 days ago
Financials11mo agoRating2d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →
Revenue

$4.2K

Expenses

$4.9K

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

About

Mission

1. Supporting people with cardiovascular disease, particularly those who have experienced a cardiovascular event, in their return to active life. We promote the maintenance of a healthy lifestyle through supervised exercise in a supportive environment. 2. Supporting cardiac education, rehabilitation, and promoting a healthy lifestyle using evidence-based guidelines, supporting cardiac research, particularly that relating to the management and support of people who have experienced a cardiac event, and encouraging participation in cardiac-related research by invitation and consent. 3. Supporting other organisations sharing similar purposes, including other cardiac rehabilitation groups in Dunedin and the Otago Branch of Heart Foundation New Zealand.

Who We Serve

Beneficiaries
People with disabilitiesVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$4.2K
Total Expenses
$4.9K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (10 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
97c
For every $1 spent, 97c reaches programs
Strong
Sustainability
28.3mo
Could operate 28.3 months with zero revenue
Over-capitalized
Fundraising Cost
$0.09
Costs $0.09 to raise each $1 in donations
Efficient

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

53
Score /100
Concentrated
HHI: 4,724
Trading / Services59.4%
Donations33.9%
Investment Income6.8%

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

Peer Comparison

Ranked against 265 peers · Health · Under $100K

Rating Score
0
#55/266
Revenue
$4K
#207/266
Reserve Months
0.0
#1/266
Surplus
$-664
#164/266
Staff Cost %
0%
#1/266

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC53362
Entity TypeTrust
Registered1 Jun 2016
StatusRegistered

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Other - Acts an Umbrella body

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: 28 September 2026.