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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Keith Tricker | President | 2021-02-23 |
| Brent Marks | Secretary | 2018-12-03 |
| Christopher Worth | Treasurer | 2015-12-07 |
| Robert Hart | Examiner | 2015-12-07 |
| Elizabeth Body | Advisor | 2014-02-24 |
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)
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The Otago Phoenix Club
Financial data as at October 2025. Sourced from Charities Services register.
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 →$4.2K
$4.9K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
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
Key Statistics
Financial Trends
Financial Trends (10 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 265 peers · Health · Under $100K
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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.
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