The Whalan Lodge Trust — Health Charity in Kurow
The Whalan Lodge Trust is a Trust charity in the Health sector, based in Kurow, Kurow. Annual revenue: $1.0M NZD. Financial data as at March 2026.
Mission: The Whalan Lodge Trust has been set up for the benefit of the people of the Waitaki and Hakataramea Valleys and Twizel and the MacKenzie Basin or in other such North Otago areas as the Trustees may recognise the need for funding for the purpose of holding and administering for health and related purposes for the advancement of education, relief of poverty or for the benefit of the community.
- Registration Number
- CC51704
- Charity Type
- Trust
- Registration Date
- 2015-02-16
- Status
- Active
- Sector
- Health
- Location
- Kurow, Kurow
- office@whalanlodge.co.nz
- Data as at
- March 2026
Beneficiaries: Family / whanau, Older people, People with disabilities, Other - All
Financial Summary
- Total Revenue
- $1.0M NZD
- Total Expenses
- $1.0M NZD
- Total Assets
- $2.4M NZD
- Net Assets
- $0.7M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 16
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $1.0M | $1.0M | $0.7M |
| 2025 | $1.0M | $0.9M | $0.7M |
| 2024 | $0.8M | $0.8M | $0.3M |
| 2023 | $0.7M | $0.7M | $0.5M |
| 2022 | $0.7M | $0.7M | $0.5M |
| 2021 | $0.7M | $0.6M | $0.5M |
| 2020 | $0.6M | $0.6M | $0.3M |
| 2019 | $0.7M | $0.6M | $0.4M |
| 2018 | $0.6M | $0.6M | $0.3M |
| 2017 | $0.3M | $0.3M | $0.3M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Samantha Laugesen | Trustee | 2026-09-16 |
| Hamish Kay | Trustee | 2026-02-25 |
| Kathryn Horn | Trustee | 2026-02-25 |
| Karen Ramsay | Trustee | 2025-09-18 |
| Joanne Paterson | Trustee | 2024-09-19 |
| Patricia McCosker | Trustee | 2024-09-19 |
| Simon Taylor | Trustee | 2019-04-01 |
| Susan Ross | Trustee | 2006-09-01 |
Former Officers (11)
- Michael Lee — Chair (departed 2026-09-16)
- Peter McIlraith — Trustee (departed 2024-09-19)
- Ethel Gray — Trustee (departed 2025-09-18)
- James Meehan — Trustee (departed 2025-09-18)
- Robert Sutton — Trustee (departed 2018-03-22)
- Sandra Hotton — Trustee (departed 2018-03-22)
- Hugh Cameron — Chair (departed 2017-09-01)
- Margaret MacLeod — Trustee (departed 2017-04-01)
- Kathryn Pavletich — Trustee (departed 2025-09-18)
- Brian McCone — Chair (departed 2024-09-19)
- Alan Cleave — Trustee (departed 2023-08-22)
Funding Sources
- Aotearoa Gaming Foundation — $1,816
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
The Whalan Lodge Trust
Financial data as at March 2026. 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 →$992.6K
$966.4K
$2.4M
16
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
The Whalan Lodge Trust has been set up for the benefit of the people of the Waitaki and Hakataramea Valleys and Twizel and the MacKenzie Basin or in other such North Otago areas as the Trustees may recognise the need for funding for the purpose of holding and administering for health and related purposes for the advancement of education, relief of poverty or for the benefit of the community.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (12 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 157 peers · Health · $100K – $1M
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Rating History
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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: 29 September 2026.
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