West Otago Health Trust — Health Charity in Tapanui
West Otago Health Trust is a Trust charity in the Health sector, based in Tapanui, Tapanui. CharityData rates this charity F (30/100). Annual revenue: $3.1M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: The Trust is the sole shareholder of West Otago Health Ltd, which runs the health services for the people of West Otago. The Trust owns and looks after the land and buildings to enable this to occur. Both the Trust and Company were set up by volunteers to help meet the community's health needs. We share a common belief that a strong health care service and ability to care for our elderly locally, is a critical component of our community infrastructure.
- Registration Number
- CC30457
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Health
- Location
- Tapanui, Tapanui
- Website
- https://www.wohealth.co.nz
- wohealth@wohealth.co.nz
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $3.1M NZD
- Total Expenses
- $2.8M NZD
- Total Assets
- $6.1M NZD
- Net Assets
- $5.7M NZD
- Reserve Months
- 24.9 months of operating expenses
- Staff Count
- 42
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $3.1M | $2.8M | $5.7M |
| 2024 | $2.9M | $2.6M | $5.4M |
| 2023 | $2.8M | $2.2M | $5.1M |
| 2022 | $2.3M | $2.0M | $4.5M |
| 2021 | $2.1M | $1.8M | $4.3M |
| 2020 | $2.0M | $2.0M | $4.0M |
| 2019 | $1.9M | $1.7M | $4.0M |
| 2018 | $1.7M | $1.9M | $3.8M |
| 2017 | $1.8M | $1.7M | $3.9M |
| 2016 | $0.1M | $0.1M | $3.6M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 24.9 months of expenses in reserves ($5.7M) — above the 18-month threshold
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (20)
- Lindsay Alderton — Trustee
- Danielle Millar — Trustee
- Lloyd McCall — Trustee
- Annalie Downie — Trustee (departed 2023-07-17)
- Fiona Hancox — Trustee (departed 2019-07-10)
- William Byars — Trustee
- Debra McKenzie — Trustee (departed 2019-07-10)
- Nicole Cronin — Trustee
- Hans Van Der Linden — Trustee (departed 2022-03-15)
- Kylie Davidson — Trustee (departed 2015-11-01)
- Michael Mcelrea — Trustee (departed 2015-07-15)
- Roger Stuart — Trustee (departed 2016-08-31)
- Allister Body — Trustee (departed 2017-07-14)
- Marianne Parks — Trustee (departed 2011-07-01)
- Brian Brenssell — Trustee (departed 2010-08-17)
- Charles Davis — Trustee (departed 2018-07-17)
- Richard Davison — Trustee (departed 2010-07-20)
- Michele Kennedy — Trustee (departed 2021-07-06)
- Netta MacKintosh — Trustee (departed 2016-09-29)
- John Herbert — Trustee (departed 2011-07-01)
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HealthTrust
West Otago Health Trust
CC30457Tapanui, TapanuiRegistered 30 Jun 2008
Data updated: Today
Financials31 Mar 2025Rating15h ago
Financial data as at March 2025. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$3.1M
Expenses
$2.8M
Assets
$6.1M
Staff
42
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis 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.
About
Mission
The Trust is the sole shareholder of West Otago Health Ltd, which runs the health services for the people of West Otago. The Trust owns and looks after the land and buildings to enable this to occur. Both the Trust and Company were set up by volunteers to help meet the community's health needs. We share a common belief that a strong health care service and ability to care for our elderly locally, is a critical component of our community infrastructure.
Key Statistics
Annual Revenue
$3.1M
Total Expenses
$2.8M
Net Assets
$5.7M
Staff
42
employees
Volunteers
0
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
3
Score /100
Highly Concentrated
HHI: 9,685
High Concentration: 98% of revenue from Other
Other98.4%
Donations1.6%
Investment Income0.1%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 59 peers · Health · $1M – $10M
Rating Score
30
Revenue
$3.1M
Reserve Months
24.9
Surplus
$358K
Staff Cost %
71%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
F
2025
Score: 30.0
Financial: 50 | Governance: 50 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC30457
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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: 22 April 2026.
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