Koputai Lodge Trust — Health Charity in Port Chalmers

Koputai Lodge Trust is a Charitable Trust charity in the Health sector, based in Port Chalmers, Port Chalmers. Annual revenue: $1.2M NZD. Financial data as at June 2025.

Mission: Koputai Lodge provides a service for people requiring accommodation and support in a semi-rural setting. The Trust offers a family atmosphere in which people receiving support are encouraged to develop their individual living skills and inner resources.

Registration Number
CC23715
Charity Type
Charitable Trust
Registration Date
2008-04-30
Status
Active
Sector
Health
Location
Port Chalmers, Port Chalmers
Email
koputai@xtra.co.nz
Data as at
June 2025

Beneficiaries: Family / whanau, People with disabilities

Financial Summary

Total Revenue
$1.2M NZD
Total Expenses
$0.5M NZD
Total Assets
$1.1M NZD
Net Assets
$1.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
9
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.2M$0.5M$1.0M
2024$0.5M$0.5M$0.3M
2023$0.5M$0.5M$0.4M
2022$0.4M$0.4M$0.4M
2021$0.4M$0.4M$0.4M
2020$0.4M$0.4M$0.4M
2019$0.4M$0.4M$0.4M
2018$0.4M$0.3M$0.3M
2017$0.3M$0.3M$0.3M
2016$0.4M$0.3M$0.3M

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Henk Van Der VisTrustee2026-03-17
Justine CampTrustee2024-03-19
Bruce MockettChair2018-06-12
Walter McPeakeTrustee2015-11-16
Sarah DerrettTrustee2015-08-10
James FoersterDeputy Chairperson2009-05-21
Donald ReidTrustee2008-09-25
Jack AustinTrustee2008-05-01

Former Officers (13)

  • Coleen Lewis — Trustee (departed 2026-02-17)
  • Althea Gamble-Blakey — Trustee (departed 2019-02-19)
  • Marian Hobbs — Trustee (departed 2022-02-15)
  • Pete Hodgson — Trustee
  • Lyneece Moses — Trustee (departed 2017-02-14)
  • Kathryn Farhi — Trustee (departed 2015-08-10)
  • Noi Hudson — Trustee (departed 2019-01-29)
  • Stewart Guthrie — Trustee (departed 2011-02-07)
  • Stephen Spence — Trustee (departed 2011-11-14)
  • Anthony Arnesen — Trustee (departed 2010-12-06)
  • Stella Te Maiharoa — Trustee (departed 2010-07-12)
  • Roy Baker — Trustee (departed 2008-06-26)
  • Roger Barker — Chairperson and Trustee (departed 2009-07-23)

Similar Charities in Health

HealthCharitable Trust

Koputai Lodge Trust

CC23715Port Chalmers, Port ChalmersRegistered 30 Apr 2008
Data updated: Today
Financials30 Jun 2025Rating16h ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$1.2M

Expenses

$541.1K

Assets

$1.1M

Staff

9

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

About

Mission

Koputai Lodge provides a service for people requiring accommodation and support in a semi-rural setting. The Trust offers a family atmosphere in which people receiving support are encouraged to develop their individual living skills and inner resources.

Who We Serve

Beneficiaries
Family / whanauPeople with disabilities

Key Statistics

Annual Revenue
$1.2M
Total Expenses
$541.1K
Net Assets
$1.0M
Staff
9
employees

Financial Trends

Financial Trends (17 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
2mo
Could operate 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

57
Score /100
Concentrated
HHI: 4,341
Donations56.5%
Government Grants32.3%
Other10.2%
Investment Income1.1%

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

Peer Comparison

Ranked against 111 peers · Health · $1M – $10M

Rating Score
0
#71/112
Revenue
$1.2M
#103/112
Reserve Months
0.0
#1/112
Surplus
$632K
#33/112
Staff Cost %
63%
#112/112

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2023
8 years of audit history

Contact Details

Address
Port Chalmers, Port Chalmers

Registration

Registration NumberCC23715
Entity TypeCharitable Trust
Registered30 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated12 Apr 1995
Registered office
41 Ajax Road Port Chalmers 9023, Port Chalmers

Sector & Activities

Primary Sector
Health
Activities
Provides human resources (e.g. staff / volunteers)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. Last updated: 1 October 2026.