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 2025.
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.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 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 |
| 2016 | $0.3M | $0.3M | $0.2M |
| Name | Role | Appointed |
|---|---|---|
| Karen Ramsay | Trustee | 2025-09-18 |
| Michael Lee | Chair | 2024-09-19 |
| Joanne Paterson | Trustee | 2024-09-19 |
| Simon Taylor | Trustee | 2019-04-01 |
| Susan Ross | Trustee | 2006-09-01 |
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 →$1.0M
$887.9K
$2.4M
17
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
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.
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 86 peers · Health · $1M – $10M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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: 4 May 2026.
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