Otago Youth Wellness Trust — Social Services Charity in Dunedin
Otago Youth Wellness Trust is a Trust charity in the Social Services sector, based in Dunedin, Dunedin. CharityData rates this charity A- (89.5/100). Annual revenue: $2.6M NZD. Financial data as at June 2025.
Mission: The Otago Youth Wellness Trust affirms the rights of young people to have access to a range of quality services to meet their physical, emotional and social needs, which, in the provision of integrated delivery will enhance their well-being, break barriers to opportunities and ensure a secure future. In developing the above Mission Statement the Trust has ensured the welfare and interests of the young person are the first and paramount consideration.
- Registration Number
- CC20161
- Charity Type
- Trust
- Registration Date
- 2007-12-02
- Status
- Active
- CharityData Rating
- A- (89.5/100)
- Sector
- Social Services
- Location
- Dunedin, Dunedin
- administrator@oywt.org.nz
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $2.6M NZD
- Total Expenses
- $2.4M NZD
- Total Assets
- $1.2M NZD
- Net Assets
- $0.8M NZD
- Reserve Months
- 4.1 months of operating expenses
- Staff Count
- 28
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.6M | $2.4M | $0.8M |
| 2024 | $2.4M | $2.2M | $0.4M |
| 2023 | $1.7M | $1.6M | $0.5M |
| 2022 | $1.5M | $1.5M | $0.4M |
| 2021 | $1.7M | $1.5M | $0.5M |
| 2020 | $1.4M | $1.3M | $0.4M |
| 2019 | $1.1M | $1.0M | $0.3M |
| 2018 | $1.0M | $1.1M | $0.2M |
| 2017 | $1.1M | $1.0M | $0.3M |
| 2016 | $1.0M | $1.0M | $0.2M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 89.5/100
- Financial Score
- 100
- Governance Score
- 65
- Transparency Score
- 65
Funding Sources
- Aotearoa Gaming Foundation — $60,000 (foundation)
- The Lion Foundation — $8,520 (foundation)
- Lion Foundation — $8,000 (foundation)
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Social ServicesTrust
Otago Youth Wellness Trust
CC20161Dunedin, DunedinRegistered 2 Dec 2007
Data updated: Yesterday
Financials9mo agoRating14h ago
Financial data as at June 2025. Sourced from Charities Services register.
A-
90/100
Financial
100
Governance
65
Transparency
65
Revenue
$2.6M
Expenses
$2.4M
Assets
$1.2M
Staff
28
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.0 methodology.
About
Mission
The Otago Youth Wellness Trust affirms the rights of young people to have access to a range of quality services to meet their physical, emotional and social needs, which, in the provision of integrated delivery will enhance their well-being, break barriers to opportunities and ensure a secure future. In developing the above Mission Statement the Trust has ensured the welfare and interests of the young person are the first and paramount consideration.
Key Statistics
Annual Revenue
$2.6M
Total Expenses
$2.4M
Net Assets
$818.7K
Staff
28
employees
Volunteers
0
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
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 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
8
Score /100
Highly Concentrated
HHI: 9,224
High Concentration: 96% of revenue from Other
Other96.0%
Donations2.4%
Investment Income1.6%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 60 peers · Social Services · $1M – $10M
Rating Score
90
Revenue
$2.6M
Reserve Months
4.1
Surplus
$149K
Staff Cost %
85%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
A-
2025
Score: 89.5
Financial: 100 | Governance: 65 | Transparency: 65
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Address
Dunedin, Dunedin
Registration
Registration NumberCC20161
Entity TypeTrust
Registered2 Dec 2007
StatusRegistered
Sector & Activities
Primary Sector
Social ServicesData 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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 16 April 2026.
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