South Link Education Trust Board — Health Charity in Dunedin

South Link Education Trust Board is a Trust charity in the Health sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. Annual revenue: $32.0M NZD. Financial data as at June 2021.

Mission: Provide Health Education in General Practice

Registration Number
CC24929
Charity Type
Trust
Registration Date
2021-07-20
Status
Active
Sector
Health
Location
Dunedin, Dunedin
Funder Status
Grant-making charity (trust)
Data as at
June 2021

Beneficiaries: General public

Financial Summary

Total Revenue
$32.0M NZD
Total Expenses
$28.6M NZD
Total Assets
$40.6M NZD
Net Assets
$27.8M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2021-06-30

Financial History

YearRevenueExpensesNet Assets
2021$32.0M$28.6M$27.8M
2018$1.4M$0.2M$14.0M
2017$0.9M$0.6M$12.3M
2016$0.4M$1.6M$11.9M
2015$1.1M$0.6M$12.8M
2014$0.6M$0.4M$122.3M
2013$0.5M$0.3M$12.1M
2012$0.1M$0.2M$11.9M
2011$1.6M$1.1M$11.9M
2010$0.8M$0.5M$11.5M

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Stephen HiggsTrustee2020-07-01
Stuart McLauchlanTrustee2020-07-01
David LewisTrustee2012-07-31
Murray TilyardTrustee2003-03-03

Former Officers (3)

  • Gordon Millar-Coote — Trustee (departed 2020-07-03)
  • Graham Crombie — Trustee (departed 2009-02-15)
  • Stephen Brown — Trustee (departed 2012-04-18)

Reporting Group Members

South Link Education Trust Board files a consolidated Annual Return jointly with 2 sibling charities:

Similar Charities in Health

FunderHealthTrustTrust

South Link Education Trust Board

CC24929Dunedin, DunedinRegistered 20 Jul 2021
Data updated: 5 days ago
Financials30 Jun 2021Rating3d ago

Financial data as at June 2021. Sourced from Charities Services register.

NR
Not rated — Last filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

How ratings work →

Reasons to look carefully (2)

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 4. 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.
  • Shared trustees with reporting-group siblings
    3 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 3 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

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

$32.0M

Expenses

$28.6M

Assets

$40.6M

Financial data from Charities Services annual return (FY2021). Ratings calculated using CharityData v3.1.1 methodology.

Reporting group parent. South Link Education Trust Board files one consolidated annual return covering 2 members. Member-level figures are not separately reported with Charities Services.

Show member charities (2)

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducation
Beneficiaries
General Public
Geographic Focus
Otago

About

Mission

Provide Health Education in General Practice

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$32.0M
Total Expenses
$28.6M
Net Assets
$27.8M
Volunteers
0

Financial Trends

Financial Trends (11 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
1.7mo
Could operate 1.7 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

16
Score /100
Highly Concentrated
HHI: 8,411
High Concentration: 91% of revenue from Other
Other91.3%
Investment Income8.7%

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

Peer Comparison

Ranked against 10 peers · Health · $10M – $50M

Rating Score
0
#9/11
Revenue
$32.0M
#1/11
Reserve Months
0.0
#1/11
Surplus
$3.4M
#2/11
Staff Cost %
0%
#1/11

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

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC24929
Entity TypeTrust
Registered20 Jul 2021
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated20 Dec 2010
Registered office
5 Melville Street, Dunedin

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacy

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.

Reporting Group — Consolidated Annual Return

South Link Education Trust Board is one of 3 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.