The Southland Charitable Hospital Trust — Health Charity in Invercargill

The Southland Charitable Hospital Trust is a Charitable Trust charity in the Health sector, based in Invercargill, Invercargill. CharityData rates this charity C+ (68.5/100). Annual revenue: $0.3M NZD. Financial data as at March 2026.

Mission: To provide specialist charitable healthcare services to as many people in Southland and the wider community as is possible who have healthcare needs which cannot be met through the Public Health system or ACC and who cannot afford private healthcare.

Registration Number
CC57261
Charity Type
Charitable Trust
Registration Date
2019-12-11
Status
Active
CharityData Rating
C+ (68.5/100)
Sector
Health
Location
Invercargill, Invercargill
Website
https://www.southlandcharityhospital.org/
Email
manager@sch.nz
Data as at
March 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.9M NZD
Total Assets
$6.7M NZD
Net Assets
$6.6M NZD
Reserve Months
4.5 months of operating expenses
Staff Count
2
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.3M$0.9M$6.6M
2025$0.4M$0.7M$7.2M
2024$0.8M$0.4M$7.5M
2023$2.1M$0.3M$7.0M
2022$2.2M$0.1M$5.1M
2021$3.1M$0.2M$3.0M
2020$0.2M$0.0M$0.2M

CharityData Rating

Overall Grade
C+
Overall Score
68.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
James GoodwinTrustee2026-06-12
Frank FrizelleTrustee2025-08-12
Wendy FindlayTrustee2023-09-05
Matthew RussellTrustee2023-09-05
Melissa ViningTrustee2019-12-05
Christopher MenziesTrustee2019-12-05

Former Officers (4)

  • Murray Pfeifer — Trustee (departed 2025-02-28)
  • Janet Copeland — Trustee (departed 2026-02-02)
  • Neil McAra — Trustee (departed 2025-12-08)
  • Roger Wandless — Trustee (departed 2020-06-01)

Similar Charities in Health

The Southland Charitable Hospital Trust logo
HealthCharitable Trust

The Southland Charitable Hospital Trust

CC57261Invercargill, InvercargillRegistered 11 Dec 2019
Data updated: 2 days ago
Financials6mo agoRating2d ago

Financial data as at March 2026. Sourced from Charities Services register.

C+
69/100
Financial
70
Governance
65
Transparency
65

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 6. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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.

Revenue

$290.1K

Expenses

$919.1K

Assets

$6.7M

Staff

2

Financial data from Charities Services annual return (FY2026). 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

To provide specialist charitable healthcare services to as many people in Southland and the wider community as is possible who have healthcare needs which cannot be met through the Public Health system or ACC and who cannot afford private healthcare.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$290.1K
Total Expenses
$919.1K
Net Assets
$6.6M
Staff
2
employees

Financial Trends

Financial Trends (7 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
4.5mo
Could operate 4.5 months with zero revenue
Low reserves
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

51
Score /100
Concentrated
HHI: 4,946
Donations66.1%
Other18.1%
Investment Income15.8%

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
69
#28/126
Revenue
$290K
#61/126
Reserve Months
4.5
#1/126
Surplus
$-629K
#124/126
Staff Cost %
31%
#126/126

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

Rating History

C+
2026
Score: 68.5
Financial: 70 | Governance: 65 | Transparency: 65
Current
C+
2025
Score: 65.5
Financial: 70 | Governance: 55 | Transparency: 65

Rating

C+
Score: 68.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
5 years of audit history

Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC57261
Entity TypeCharitable Trust
Registered11 Dec 2019
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated6 Dec 2019
Registered office
173 Spey Street, Invercargill, Invercargill

Sector & Activities

Primary Sector
Health
Activities
Provides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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: 3 October 2026.