Beattie Community Trust Incorporated — Social Services Charity in Otorohanga
Beattie Community Trust Incorporated is a Trust charity in the Social Services sector, based in Otorohanga, Otorohanga. CharityData rates this charity A (92.5/100). Annual revenue: $5.4M NZD. Financial data as at June 2025.
Mission: To help older people live the lives they choose
- Registration Number
- CC32540
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- A (92.5/100)
- Sector
- Social Services
- Location
- Otorohanga, Otorohanga
- gm@beattiehome.co.nz
- Data as at
- June 2025
Beneficiaries: Older people, People with disabilities
Financial Summary
- Total Revenue
- $5.4M NZD
- Total Expenses
- $4.9M NZD
- Total Assets
- $12.9M NZD
- Net Assets
- $10.7M NZD
- Reserve Months
- 0.1 months of operating expenses
- Staff Count
- 70
- Volunteers
- 1
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $5.4M | $4.9M | $10.7M |
| 2024 | $4.8M | $4.6M | $10.2M |
| 2023 | $3.2M | $3.4M | $10.0M |
| 2022 | $3.1M | $3.5M | $10.2M |
| 2021 | $6.6M | $2.5M | $10.5M |
| 2020 | $2.7M | $2.2M | $6.4M |
| 2019 | $5.4M | $2.0M | $6.0M |
| 2018 | $2.1M | $1.9M | $2.6M |
| 2017 | $1.6M | $1.6M | $2.4M |
| 2016 | $1.9M | $1.4M | $2.4M |
CharityData Rating
- Overall Grade
- A
- Overall Score
- 92.5/100
- Financial Score
- 100
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (22)
- John Millar — Trustee
- Yvonne Mita — Trustee
- Robyn Neeley — Chair
- Stuart Gower — Vice Chair
- Jocelyn Horsfall — Trustee
- Beverley Corboy — Secretary (departed 2016-11-17)
- Trevor Walters — Chairmain (departed 2023-04-24)
- Andra Neeley — Vice Chair (departed 2018-05-17)
- Ross Marshall — Gp Rep (departed 2017-01-19)
- Roy Johnson — Trustee
- Robert Strawbridge — Treasurer
- Sol Nelson — Maori Rep (departed 2016-11-17)
- Ian Clark — Trustee (departed 2016-04-21)
- Andrew Ormsby — Otorohanga Council Rep (departed 2015-11-19)
- Samuel Laubscher — Trustee (departed 2012-11-15)
- Patricia Walker — Trustee (departed 2011-11-14)
- Christopher Jeffries — Trustee / Chairman (departed 2013-11-18)
- Heather Loewenthal — Trustee (departed 2010-11-20)
- Susan Blackler — Trustee (departed 2009-11-17)
- Graeme Sanders — Trustee (departed 2010-11-17)
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Beattie Community Trust Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
$5.4M
$4.9M
$12.9M
70
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To help older people live the lives they choose
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 55 peers · Social Services · $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
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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: 28 September 2026.
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