The Southland Charitable Hospital TrustHealth Charity in Invercargill

The Southland Charitable Hospital Trust is a Trust charity in the Health sector, based in Invercargill, Invercargill. CharityData rates this charity C+ (65.5/100). Annual revenue: $0.4M NZD. Financial data as at March 2025.

Mission: To provide specialist charitable healthcare services to as many people in Southland and the wider community as is possible who have healthcare needs which cannot be met through the Public Health system or ACC and who cannot afford private healthcare.

Registration Number
CC57261
Charity Type
Trust
Registration Date
2019-12-11
Status
Active
CharityData Rating
C+ (65.5/100)
Sector
Health
Location
Invercargill, Invercargill
Website
https://www.southlandcharityhospital.org/
Email
manager@sch.nz
Data as at
March 2025

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.7M NZD
Total Assets
$7.3M NZD
Net Assets
$7.2M NZD
Reserve Months
121.3 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.4M$0.7M$7.2M
2024$0.8M$0.4M$7.5M
2023$2.1M$0.3M$7.0M
2022$2.2M$0.1M$5.1M
2021$3.1M$0.2M$3.0M
2020$0.2M$0.0M$0.2M

CharityData Rating

Overall Grade
C+
Overall Score
65.5/100
Financial Score
70
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Matthew RussellTrustee2023-09-05
Wendy FindlayTrustee2023-09-05
Christopher MenziesTrustee2019-12-05
Melissa ViningTrustee2019-12-05

Former Officers (4)

  • Janet CopelandTrustee (departed 2026-02-02)
  • Roger WandlessTrustee (departed 2020-06-01)
  • Neil McAraTrustee (departed 2025-12-08)
  • Murray PfeiferTrustee (departed 2025-02-28)

Similar Charities in Health

The Southland Charitable Hospital Trust logo
HealthTrust

The Southland Charitable Hospital Trust

CC57261Invercargill, InvercargillRegistered 11 Dec 2019
Data updated: 1 Sept 2026
Financials31 Mar 2025Rating12h ago

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

C+
66/100
Financial
70
Governance
55
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$423.1K

Expenses

$712.0K

Assets

$7.3M

Staff

2

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

Endowment Foundation

Special Entity Type

This 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

Mission

To provide specialist charitable healthcare services to as many people in Southland and the wider community as is possible who have healthcare needs which cannot be met through the Public Health system or ACC and who cannot afford private healthcare.

Key Statistics

Annual Revenue
$423.1K
Total Expenses
$712.0K
Net Assets
$7.2M
Staff
2
employees
Volunteers
0

Financial Trends

Financial Trends (6 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

56
Score /100
Concentrated
HHI: 4,363
Donations58.6%
Investment Income26.7%
Other14.7%

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

Peer Comparison

Ranked against 205 peers · Health · $100K – $1M

Rating Score
66
#15/206
Revenue
$423K
#80/206
Reserve Months
121.3
#1/206
Surplus
$-289K
#204/206
Staff Cost %
9%
#206/206

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

Rating

C+
Score: 65.5/100
Financial
70
Governance
55
Transparency
65
Why this grade: Financial 70 × 40% + Governance 55 × 60% = 61 → C+.
View Full Score Breakdown

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Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC57261
Entity TypeTrust
Registered11 Dec 2019
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated6 Dec 2019
Registered office
173 Spey Street, Invercargill, Invercargill

Sector & Activities

Primary Sector
Health

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: 12 September 2026.