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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Jeannie Hogarth | Trustee | 2024-11-27 |
| Barry Tutt | Trustee | 2023-11-22 |
| Trudy Foster | Vice Chair of Board | 2023-11-22 |
| Geraldine Humphrey | Trustee | 2022-08-31 |
| Matthew Davis | Trustee | 2022-08-31 |
| Paul Cooper | Trustee | 2022-04-27 |
| Michael Downes | Board Chair | 2020-08-26 |
| Anthony Alden | Finance Committee Chair | 2018-10-16 |
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
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Lister Home Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
$5.0M
$4.9M
$10.4M
83
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Care and welfare of older persons
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
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
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B+Is this your charity?
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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.
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