Roxburgh District Medical Services Trust Board — Health Charity in Roxburgh
Roxburgh District Medical Services Trust Board is a Charitable Trust charity in the Health sector, based in Roxburgh, Roxburgh. Annual revenue: $0.1M NZD. Financial data as at March 2025.
Mission: Our vision is to provide the best health service to the Roxburgh community. The original objects of the Trust Board were: a) To establish/maintain a medical surgery and/or any other facilities which the Board may from time to time consider necessary for the promotion of medical, surgical or public health services. b) To promote or assist in any way any other organisation or service having objects and purposes the same as, or similar or ancillary to, those specified above c) To accept, manage and administer any property or funds vested in or placed under the control of the Board for any of the objects above d) To do all such things as may in the opinion of the Board promote the above objects or purposes, whether directly or indirectly Now the key objective is: “To ensure that our services and facilities meet the health needs of our community and that our services are clinically and financially sustainable and are modelled to offer better services sooner and more conveniently"
- Registration Number
- CC20404
- Charity Type
- Charitable Trust
- Registration Date
- 2008-01-07
- Status
- Active
- Sector
- Health
- Location
- Roxburgh, Roxburgh
- admin@roxmedtrust.nz
- Data as at
- March 2025
Beneficiaries: Children / young people, General public, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $1.8M NZD
- Net Assets
- $1.7M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $1.7M |
| 2024 | $0.1M | $0.1M | $1.7M |
| 2023 | $0.9M | $0.8M | $1.7M |
| 2022 | $1.3M | $1.2M | $1.7M |
| 2021 | $1.1M | $1.2M | $1.5M |
| 2020 | $1.1M | $1.1M | $1.6M |
| 2019 | $1.0M | $1.0M | $1.7M |
| 2018 | $1.0M | $0.9M | $1.7M |
| 2017 | $0.9M | $0.9M | $1.6M |
| 2016 | $1.0M | $0.9M | $1.6M |
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Jason Moore | Trustee | 2024-10-29 |
| Glen McDonald | Chair | 2024-03-28 |
| Marian Hamilton | Trustee | 2020-11-17 |
| Lou Gilchrist | Trustee | 2019-10-17 |
| Raymond Gunn | Trustee | 2013-11-28 |
| Anne Johnston | Trustee | 2011-11-10 |
Former Officers (14)
- Gill Booth — Trustee (departed 2025-11-11)
- Kenneth Franklin — Trustee (departed 2021-10-13)
- Pat Garden — Trustee (departed 2022-04-01)
- Kathryn Hazlett — Trustee Chair (departed 2024-10-29)
- Brenden Johnston — Trustee (departed 2011-05-26)
- Dick Hill — Trustee (departed 2012-12-21)
- Geoffrey Smith — Trustee (departed 2018-03-21)
- Graham Dillon — Trustee (departed 2008-02-02)
- Dinah Wales — Trustee (departed 2009-10-29)
- John Pritchard — Chair (departed 2020-01-13)
- Robyn Pannett — Trustee (departed 2010-01-18)
- Kenneth Bain — Trustee (departed 2009-10-29)
- Bronwyn Vernon — Trustee (departed 2012-12-21)
- Stephen Jeffery — Trustee (departed 2023-11-23)
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Roxburgh District Medical Services Trust Board
Financial data as at March 2025. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Reserves high for operating sizeReserves cover ~146 months of expenses on $147K revenue — very high for an operating charity this size
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$147.4K
$142.4K
$1.8M
2
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Our vision is to provide the best health service to the Roxburgh community. The original objects of the Trust Board were: a) To establish/maintain a medical surgery and/or any other facilities which the Board may from time to time consider necessary for the promotion of medical, surgical or public health services. b) To promote or assist in any way any other organisation or service having objects and purposes the same as, or similar or ancillary to, those specified above c) To accept, manage and administer any property or funds vested in or placed under the control of the Board for any of the objects above d) To do all such things as may in the opinion of the Board promote the above objects or purposes, whether directly or indirectly Now the key objective is: “To ensure that our services and facilities meet the health needs of our community and that our services are clinically and financially sustainable and are modelled to offer better services sooner and more conveniently"
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 125 peers · Health · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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: 5 October 2026.
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