Opunake Districts Rest Home Trust — Health Charity in Opunake

Opunake Districts Rest Home Trust is a Trust charity in the Health sector, based in Opunake, Opunake. Annual revenue: $1.2M NZD. Financial data as at August 2025.

Mission: A Social Enterprise providing residential rest home and respite services for the Opunake and Districts community

Registration Number
CC36747
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Health
Location
Opunake, Opunake
Email
sandra.sharp@hughson.co.nz
Data as at
August 2025

Beneficiaries: Older people

Financial Summary

Total Revenue
$1.2M NZD
Total Expenses
$1.2M NZD
Total Assets
$1.0M NZD
Net Assets
$0.9M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
22
Financial Year End
2025-08-31

Financial History

YearRevenueExpensesNet Assets
2025$1.2M$1.2M$0.9M
2024$1.4M$1.3M$1.0M
2023$1.2M$1.1M$0.9M
2022$1.1M$1.0M$0.9M
2021$1.0M$1.0M$0.8M
2020$0.9M$0.8M$0.8M
2019$0.8M$0.8M$0.6M
2018$0.8M$0.8M$0.5M
2017$0.7M$0.9M$0.5M
2016$0.9M$0.9M$0.6M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Bryan RoachChairperson/trustee2025-11-18

Former Officers (26)

  • Raewyn Cornford — Trustee
  • Grant McSeveny — Trustee
  • Jennifer Jones — Treasurer/trustee
  • Maree Drought — Trustee (departed 2025-01-13)
  • Gwenda Thomas — Secretary/trustee
  • Carolyn Morris — Trustee (departed 2025-08-19)
  • Robyn Davey — Trustee
  • Monica Willson — Trustee (departed 2022-02-15)
  • Chris Lamain — Chairperson/trustee (departed 2025-03-03)
  • Joanne Morgan — Chairperson/trustee (departed 2025-11-18)
  • Alistair Cook — Trustee (departed 2020-07-07)
  • Ian Sargent — Trustee (departed 2020-07-07)
  • Aaron Pollard — Chairperson/trustee (departed 2022-08-23)
  • Kenneth Clark — Trustee
  • Margaret Holmes — Trustee (departed 2016-07-01)
  • Lynda Corkill — Trustee (departed 2017-07-31)
  • Louise Knapman — Trustee (departed 2017-07-31)
  • Ann Sharp — Trust Member (departed 2012-08-31)
  • Brian Whelan — Trust Member (departed 2013-10-31)
  • Rodney Woods — Trust Member (departed 2017-07-31)

Funding Sources

  • Pub Charity Limited — $20,000

Similar Charities in Health

HealthTrust

Opunake Districts Rest Home Trust

CC36747Opunake, OpunakeRegistered 30 Jun 2008
Data updated: 2 days ago
Financials31 Aug 2025Rating2d ago

Financial data as at August 2025. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

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 →
Revenue

$1.2M

Expenses

$1.2M

Assets

$1.0M

Staff

22

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

A Social Enterprise providing residential rest home and respite services for the Opunake and Districts community

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$1.2M
Total Expenses
$1.2M
Net Assets
$927.2K
Staff
22
employees

Financial Trends

Financial Trends (17 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
1.5mo
Could operate 1.5 months with zero revenue
Critical
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: 4,902
Government Grants50.1%
Other48.9%
Donations0.8%
Investment Income0.2%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
0
#39/68
Revenue
$1.2M
#61/68
Reserve Months
0.0
#1/68
Surplus
$-41K
#59/68
Staff Cost %
73%
#68/68

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
D
2024
Score: 48.3
Financial: 65 | Governance: 75 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Opunake, Opunake

Registration

Registration NumberCC36747
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated14 Sept 1990
Registered office
30 Tasman Street Opunake, Opunake

Sector & Activities

Primary Sector
Health
Activities
Other - Acts an Umbrella body

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.