Northern Southland Medical Trust — Health Charity in Lumsden

Northern Southland Medical Trust is a Charitable Trust charity in the Health sector, based in Lumsden, Lumsden. CharityData rates this charity B- (71.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: The main objectives of the NS Med Trust include the provision, promotion, future guarding and administration of medical and maternity services and appropriate facilities in Northern Southland.

Registration Number
CC24823
Charity Type
Charitable Trust
Registration Date
2008-05-25
Status
Active
CharityData Rating
B- (71.5/100)
Sector
Health
Location
Lumsden, Lumsden
Website
https://nsmedicaltrust.nz/
Email
nsmtoffice@gmail.com
Data as at
March 2025

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

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.6M NZD
Net Assets
$1.5M NZD
Reserve Months
70.9 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$1.5M
2024$0.1M$0.1M$1.5M
2023$0.1M$0.0M$1.4M
2022$0.1M$0.1M$1.4M
2021$0.1M$0.1M$1.0M
2020$0.2M$0.1M$1.0M
2019$0.1M$0.1M$0.8M
2018$0.1M$0.1M$0.8M
2017$0.1M$0.0M$0.2M
2016$0.1M$0.1M$0.6M

CharityData Rating

Overall Grade
B-
Overall Score
71.5/100
Financial Score
70
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Katie NormanTrustee2025-09-27
Paige BlomTrustee2023-11-20
Cara ColquhounTrustee2023-07-24
Laura DouglasTrustee2020-06-30
Rob ScottTrustee2020-06-30
Hannah BlakelyTrustee2017-06-19
John DouglasChair1998-06-30

Former Officers (32)

  • Antje Parker — Trustee (departed 2022-03-14)
  • Sheree Ditchfield — Trustee (departed 2024-03-13)
  • Ebel Kremer — Trustee (departed 2019-06-24)
  • Aaron Wilson — Trustee (departed 2022-08-02)
  • Gemma Sloane — Trustee (departed 2021-06-22)
  • Jennifer Vick — Trustee (departed 2019-06-24)
  • Marilyn Roberts — Trustee (departed 2019-09-09)
  • Janese Priergaard-Petersen — Trustee (departed 2022-10-24)
  • Michael Baer — Trustee (departed 2021-06-22)
  • Dianne Allan — Trustee (departed 2018-06-18)
  • Suzanne King — Trustee (departed 2017-06-19)
  • Pamela Mitchell — Trustee (departed 2017-04-10)
  • Helen McFelin — Trustee (departed 2015-06-08)
  • Carrie Adams — Trustee (departed 2020-06-30)
  • Vanessa Hamilton — Trustee (departed 2013-12-01)
  • Adele Richards — Trustee (departed 2016-08-15)
  • Raewyn Harrison — Trustee (departed 2012-10-01)
  • Robyn Crooks — Trustee (departed 2019-06-24)
  • Kathryn Deaker — Trustee (departed 2011-06-30)
  • Sally Ross — Treasurer (departed 2015-08-17)

Similar Charities in Health

Northern Southland Medical Trust logo
HealthCharitable Trust

Northern Southland Medical Trust

CC24823Lumsden, LumsdenRegistered 25 May 2008
Data updated: 3 days ago
Financials31 Mar 2025Rating3d ago

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

B-
72/100
Financial
70
Governance
75
Transparency
65
Revenue

$129.9K

Expenses

$66.3K

Assets

$1.6M

Staff

1

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

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

The main objectives of the NS Med Trust include the provision, promotion, future guarding and administration of medical and maternity services and appropriate facilities in Northern Southland.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$129.9K
Total Expenses
$66.3K
Net Assets
$1.5M
Staff
1
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
70.9mo
Could operate 70.9 months with zero revenue
Over-capitalized
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

32
Score /100
Concentrated
HHI: 6,776
Other79.8%
Investment Income20.2%

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

Peer Comparison

Ranked against 125 peers · Health · $100K – $1M

Rating Score
72
#21/126
Revenue
$130K
#108/126
Reserve Months
70.9
#1/126
Surplus
$64K
#44/126
Staff Cost %
8%
#126/126

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

Rating

B-
Score: 71.5/100
Financial
70
Governance
75
Transparency
65
Why this grade: Financial 70 × 40% + Governance 75 × 60% = 73 → 72 after red-flag penalties → B-.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Registration

Registration NumberCC24823
Entity TypeCharitable Trust
Registered25 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated3 Oct 1996

Sector & Activities

Primary Sector
Health
Activities
Provides buildings / facilities / open space

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: 4 October 2026.