Friends Of Motueka Hospital Trust — Health Charity in Motueka

Friends Of Motueka Hospital Trust is a Trust charity in the Health sector, based in Motueka, Motueka. Annual revenue: $4.5M NZD. Financial data as at March 2020.

Mission: To provide or assist in providing health services for the community of Motueka and surrounding district with particular emphasis on services for the young and elderly.

Registration Number
CC20416
Charity Type
Trust
Registration Date
2008-01-08
Status
Active
Sector
Health
Location
Motueka, Motueka
Email
info@jackinglishome.nz
Data as at
March 2020

Beneficiaries: General public, Older people, People with disabilities

Financial Summary

Total Revenue
$4.5M NZD
Total Expenses
$4.4M NZD
Total Assets
$7.5M NZD
Net Assets
$6.7M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
88
Volunteers
1
Financial Year End
2020-03-31

Financial History

YearRevenueExpensesNet Assets
2020$4.5M$4.4M$6.7M
2019$4.5M$4.4M$6.6M
2018$5.9M$3.9M$6.5M
2017$4.1M$3.8M$4.5M
2016$0.0M$0.0M$4.6M
2015$0.1M$0.0M$4.6M
2014$0.1M$0.0M$4.5M
2013$0.4M$0.0M$4.5M
2012$0.1M$0.0M$4.0M
2011$0.3M$0.0M-

Board Members and Officers

Current Officers (5)

NameRoleAppointed
John LaglisTrustee2016-10-03
Martin EvertonTrustee2008-01-09
David BeatsonSecretary/treasurer2008-01-09
Peter TalleyTrustee2008-01-09
Jack InglisTrustee2008-01-09

Former Officers (10)

  • Keith Palmer — Chair (departed 2024-11-15)
  • Arthur Walker — Trustee (departed 2014-06-12)
  • Alison Rowling — Trustee (departed 2014-12-18)
  • Alick Lummis — Trustee (departed 2008-11-30)
  • Judy Simpson — Trustee (departed 2024-06-30)
  • Damien O'Connor — Trustee (departed 2011-06-30)
  • Valerie Stuart — Trustee (departed 2024-06-30)
  • Vicki Stocker — Trustee (departed 2009-09-07)
  • Darien E C Beckett — Trustee (departed 2008-11-30)
  • Sir Patrick Goodman — Trustee (departed 2011-06-30)

Funding Sources

  • New Zealand Community Trust — $49,436.57

Reporting Group Members

Friends Of Motueka Hospital Trust files a consolidated Annual Return jointly with 2 sibling charities:

Similar Charities in Health

HealthTrust

Friends Of Motueka Hospital Trust

CC20416Motueka, MotuekaRegistered 8 Jan 2008
Data updated: 5 days ago
Financials31 Mar 2020Rating3d ago

Financial data as at March 2020. Sourced from Charities Services register.

NR
Not rated — Last filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

How ratings work →

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 5. 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.
  • Shared trustees with reporting-group siblings
    3 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 3 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

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

$4.5M

Expenses

$4.4M

Assets

$7.5M

Staff

88

Financial data from Charities Services annual return (FY2020). Ratings calculated using CharityData v3.1.1 methodology.

Reporting group parent. Friends Of Motueka Hospital Trust files one consolidated annual return covering 2 members. Member-level figures are not separately reported with Charities Services.

Show member charities (2)

About

Mission

To provide or assist in providing health services for the community of Motueka and surrounding district with particular emphasis on services for the young and elderly.

Who We Serve

Beneficiaries
General publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$4.5M
Total Expenses
$4.4M
Net Assets
$6.7M
Staff
88
employees
Volunteers
1

Financial Trends

Financial Trends (12 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
0.4mo
Could operate 0.4 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

13
Score /100
Highly Concentrated
HHI: 8,709
High Concentration: 93% of revenue from Other
Other93.2%
Investment Income3.5%
Donations3.2%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
0
#39/68
Revenue
$4.5M
#12/68
Reserve Months
0.0
#1/68
Surplus
$150K
#36/68
Staff Cost %
0%
#1/68

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
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Motueka, Motueka

Registration

Registration NumberCC20416
Entity TypeTrust
Registered8 Jan 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Nov 1993
Registered office
C/O Milnes Beatson Ltd 29 Wallace Street Motueka 7120, Motueka

Sector & Activities

Primary Sector
Health
Activities
Provides buildings / facilities / open spaceProvides 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. Last updated: 29 September 2026.

Reporting Group — Consolidated Annual Return

Friends Of Motueka Hospital Trust is one of 3 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.