Winton Medical Services Limited — Health Charity in Winton

Winton Medical Services Limited is a Charitable Trust charity in the Health sector, based in Winton, Winton. CharityData rates this charity A- (89.5/100). Annual revenue: $2.8M NZD. Financial data as at March 2026.

Mission: The Winton Medical Practice serves the primary medical needs of 7500 people in Central Southland, a prosperous agricultural community 30km north of Invercargill city. We are owned by a charitable trust which also operates a maternity birthing centre. We currently operate with 4.3 full time doctors, this ensures we provide quality community care.

Registration Number
CC29300
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A- (89.5/100)
Sector
Health
Location
Winton, Winton
Email
bruce.kooman@findex.co.nz
Data as at
March 2026

Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$2.8M NZD
Total Expenses
$2.7M NZD
Total Assets
$3.3M NZD
Net Assets
$2.9M NZD
Reserve Months
1.3 months of operating expenses
Staff Count
27
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$2.8M$2.7M$2.9M
2025$2.6M$2.6M$2.9M
2024$2.2M$2.4M$2.8M
2023$2.3M$2.2M$3.0M
2022$2.3M$2.1M$2.9M
2021$2.2M$1.9M$2.8M
2020$1.9M$2.0M$2.5M
2019$1.9M$1.8M$2.6M
2018$1.7M$1.9M$2.5M
2017$1.7M$1.7M$2.6M

CharityData Rating

Overall Grade
A-
Overall Score
89.5/100
Financial Score
100
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Adam MilesDirector2024-04-01
Christine MenziesDirector2019-11-21
Sharyn GoodmanDirector2019-11-21
Bruce KoomanDirector2006-12-20
Caroline StewartDirector2002-01-23
John CarletonDirector2002-01-23

Former Officers (4)

  • John McHugh — Director (departed 2022-03-31)
  • Rebecca McLeod — Director
  • Rhonda Cowie — Director (departed 2022-06-28)
  • Andrew Marshall — Director (departed 2019-09-08)

Similar Charities in Health

HealthCharitable Trust

Winton Medical Services Limited

CC29300Winton, WintonRegistered 30 Jun 2008
Data updated: 1 Nov 2026
Financials7mo agoRating1mo ago

Financial data as at March 2026. Sourced from Charities Services register.

A-
90/100
Financial
100
Governance
65
Transparency
65

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 6. 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.
  • Same audit firm for many years
    Same audit firm (BDO Invercargill) for 7 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.

Revenue

$2.8M

Expenses

$2.7M

Assets

$3.3M

Staff

27

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

The Winton Medical Practice serves the primary medical needs of 7500 people in Central Southland, a prosperous agricultural community 30km north of Invercargill city. We are owned by a charitable trust which also operates a maternity birthing centre. We currently operate with 4.3 full time doctors, this ensures we provide quality community care.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$2.8M
Total Expenses
$2.7M
Net Assets
$2.9M
Staff
27
employees

Financial Trends

Financial Trends (18 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
1.2mo
Could operate 1.2 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

44
Score /100
Concentrated
HHI: 5,588
Government Grants69.8%
Other26.5%
Investment Income3.7%

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

Peer Comparison

Ranked against 91 peers · Health · $1M – $10M

Rating Score
90
#10/92
Revenue
$2.8M
#35/92
Reserve Months
1.3
#1/92
Surplus
$46K
#66/92
Staff Cost %
85%
#92/92

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

Rating

A-
Score: 89.5/100
Financial
100
Governance
65
Transparency
65
Why this grade: Financial 100 × 40% + Governance 65 × 60% = 79 → A-.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Winton, Winton

Registration

Registration NumberCC29300
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Company #1185322

Sector & Activities

Primary Sector
Health
Activities
Makes grants to organisations (including schools or other charities)Provides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides other finance (e.g. investment funds)Provides services (e.g. care / counselling)

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.