Otautau Community Health Trust — Health Charity in Otautau
Otautau Community Health Trust is a Charitable Trust charity in the Health sector, based in Otautau, Otautau. CharityData rates this charity B (76.8/100). Annual revenue: $2.0M NZD. Financial data as at March 2026.
Otautau Community Health Trust is part of the same organisation as Otautau Health Ltd (CC44844). Each registration files its own accounts.
Mission: To Provide high quality, accessible family medicine/primary health care to the communities of Otautau, Nightcaps and their surrounding district.
- Registration Number
- CC44820
- Charity Type
- Charitable Trust
- Registration Date
- 2010-08-05
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Health
- Location
- Otautau, Otautau
- jlowrey@slingshot.co.nz
- Data as at
- March 2026
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People with disabilities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $2.0M NZD
- Total Expenses
- $1.8M NZD
- Total Assets
- $0.6M NZD
- Net Assets
- $0.4M NZD
- Reserve Months
- 3.5 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $2.0M | $1.8M | $0.4M |
| 2025 | $0.1M | $0.1M | $1.4M |
| 2024 | $0.2M | $0.1M | $1.4M |
| 2023 | $0.2M | $0.1M | $1.3M |
| 2022 | $0.2M | $0.1M | $1.2M |
| 2021 | $0.3M | $0.1M | $0.1M |
| 2020 | $0.2M | $0.1M | $0.9M |
| 2019 | $0.1M | $0.1M | $0.9M |
| 2018 | $0.1M | $0.1M | $0.8M |
| 2017 | $0.1M | $0.1M | $0.8M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.8/100
- Financial Score
- 77.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (22)
- Keri Mathieson — Trustee
- Bridgette Lindsay — Trustee
- Michael McFadzien — Trustee
- Tanya Joubert — Trustee
- Dwayne McVeigh — Trustee
- James Dixon — Trustee
- Jennifer Frengley — Trustee (departed 2024-07-31)
- Julie Guttery — Secretary
- Melissa Kean — Trustee (departed 2020-09-14)
- Kenneth Taylor — Trustee (departed 2024-08-21)
- Margo Hishon — Trustee (departed 2020-06-17)
- James Bennett — Trustee (departed 2025-08-13)
- Natalie Carran — Trustee
- Mark Crawford — Trustee (departed 2018-08-20)
- Maurice Hardie — Trustee (departed 2018-08-20)
- John Hicks — Trustee (departed 2010-11-22)
- Janice Lowrey — Treasurer
- Ngaire Watson — Trustee (departed 2025-08-20)
- Peter Ayson — Trustee (departed 2013-06-10)
- Jeffrey Bloomfield — Vice Chair (departed 2013-06-10)
Similar Charities in Health
Otautau Community Health Trust
Financial data as at March 2026. Sourced from Charities Services register.
$2.0M
$1.8M
$596.1K
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Relationship: related_entity
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
To Provide high quality, accessible family medicine/primary health care to the communities of Otautau, Nightcaps and their surrounding district.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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 111 peers · Health · $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 History
Rating
BIs this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileLatest Audit
FY2026Contact Details
Registration
Companies Office
Sector & Activities
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: 5 October 2026.
Similar Charities in Health
Other Health charities ranked by overall score