Lister Home Incorporated — Social Services Charity in Waimate

Lister Home Incorporated is a Trust charity in the Social Services sector, based in Waimate, Waimate. CharityData rates this charity B+ (82.5/100). Annual revenue: $5.0M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: Care and welfare of older persons

Registration Number
CC22315
Charity Type
Trust
Registration Date
2008-03-30
Status
Active
CharityData Rating
B+ (82.5/100)
Sector
Social Services
Location
Waimate, Waimate
Email
manager@listerhome.co.nz
Data as at
June 2025

Beneficiaries: General public, Older people, People with disabilities

Financial Summary

Total Revenue
$5.0M NZD
Total Expenses
$4.9M NZD
Total Assets
$10.4M NZD
Net Assets
$9.4M NZD
Reserve Months
1.3 months of operating expenses
Staff Count
83
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$5.0M$4.9M$9.4M
2024$5.4M$5.2M$9.4M
2023$5.0M$4.9M$9.2M
2022$4.6M$4.0M$8.5M
2021$5.5M$5.1M$8.4M
2020$3.9M$3.7M$8.0M
2019$3.7M$3.3M$7.8M
2018$0.9M$2.6M$7.5M
2017$3.3M$2.9M$7.1M
2016$3.4M$0.4M$13.4M

CharityData Rating

Overall Grade
B+
Overall Score
82.5/100
Financial Score
100
Governance Score
75
Transparency Score
65

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Jeannie HogarthTrustee2024-11-27
Barry TuttTrustee2023-11-22
Trudy FosterVice Chair of Board2023-11-22
Geraldine HumphreyTrustee2022-08-31
Matthew DavisTrustee2022-08-31
Paul CooperTrustee2022-04-27
Michael DownesBoard Chair2020-08-26
Anthony AldenFinance Committee Chair2018-10-16

Former Officers (30)

  • Wendy Heath — Trustee (departed 2025-08-11)
  • Joanna Kuriger — Trustee (departed 2019-08-28)
  • Peter Collins — Trustee (departed 2023-11-22)
  • Peter Bootsma — Trustee (departed 2024-12-31)
  • Cara Gregan — Trustee (departed 2020-12-24)
  • Jenny Murphy — Trustee (departed 2021-07-16)
  • Terry Cooney — Trustee (departed 2019-08-28)
  • Janet Draffin — Board Secretary (departed 2022-01-26)
  • Janice Hampton — Board Member Nurse Manager (departed 2018-07-06)
  • Peter Hughes — Trustee (departed 2024-12-31)
  • Michael Laming — Board Chairman (departed 2018-08-29)
  • Murray Sanson — Trustee (departed 2017-02-23)
  • Marilyn Attenell — Trustee (departed 2017-08-30)
  • David Patterson — Trustee (departed 2015-03-31)
  • Colin Hay — Trustee (departed 2015-03-31)
  • Jacqui Boylen — Manager (departed 2016-07-08)
  • Bernice Thompson — Trustee (departed 2010-09-15)
  • Lesley Shortus — Deputy Chair (departed 2018-08-30)
  • Paul Townend — Trustee (departed 2018-03-30)
  • Brian Kitchen — Trustee (departed 2010-09-15)

Service Providers

  • Moore Markhams

Similar Charities in Social Services

Social ServicesTrust

Lister Home Incorporated

CC22315Waimate, WaimateRegistered 30 Mar 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating4d ago

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

B+
83/100
Financial
100
Governance
75
Transparency
65
Revenue

$5.0M

Expenses

$4.9M

Assets

$10.4M

Staff

83

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

About

Mission

Care and welfare of older persons

Who We Serve

Beneficiaries
General publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$5.0M
Total Expenses
$4.9M
Net Assets
$9.4M
Staff
83
employees
Volunteers
0

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
1.3mo
Could operate 1.3 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

4
Score /100
Highly Concentrated
HHI: 9,625
High Concentration: 98% of revenue from Other
Other98.1%
Investment Income1.1%
Donations0.8%

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

Peer Comparison

Ranked against 55 peers · Social Services · $1M – $10M

Rating Score
83
#12/56
Revenue
$5.0M
#11/56
Reserve Months
1.3
#1/56
Surplus
$22K
#34/56
Staff Cost %
71%
#56/56

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

Rating

B+
Score: 82.5/100
Financial
100
Governance
75
Transparency
65
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → 83 after red-flag penalties → B+.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Waimate, Waimate

Registration

Registration NumberCC22315
Entity TypeTrust
Registered30 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated25 Mar 1960
Registered office
24 Innes Street, Waimate, 7924

Sector & Activities

Primary Sector
Social Services
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: 30 September 2026.