Southern Heart Trust — Health Charity in Christchurch

Southern Heart Trust is a Trust charity in the Health sector, based in Christchurch, Christchurch. Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: The promotion, encouragement, support, development or advancement of the study and/or practice of cardiology within the South Island of New Zealand.

Registration Number
CC62170
Charity Type
Trust
Registration Date
2024-04-16
Status
Active
Sector
Health
Location
Christchurch, Christchurch
Email
david@dkbaccounting.co.nz
Data as at
March 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.0M-
2025$0.1M$0.0M-

Board Members and Officers

Current Officers (5)

NameRoleAppointed
David BrownTrustee2024-04-12
Philip AdamsonTrustee2024-04-12
Richard TroughtonTrustee2024-04-12
Paul BridgmanTrustee2024-04-12
Monica RyanTrustee2024-04-12

Similar Charities in Health

HealthTrust

Southern Heart Trust

CC62170Christchurch, ChristchurchRegistered 16 Apr 2024
Data updated: 5 days ago
Financials6mo agoRating3d ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →

Reasons to look carefully (1)

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 5. 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.

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

$94.0K

Expenses

$35.5K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

The promotion, encouragement, support, development or advancement of the study and/or practice of cardiology within the South Island of New Zealand.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$94.0K
Total Expenses
$35.5K
Net Assets
-

Financial Trends

Financial Trends (2 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
36.8mo
Could operate 36.8 months with zero revenue
Over-capitalized
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

33
Score /100
Concentrated
HHI: 6,717
Donations79.8%
Government Grants18.6%
Investment Income1.6%

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

Peer Comparison

Ranked against 265 peers · Health · Under $100K

Rating Score
0
#55/266
Revenue
$94K
#8/266
Reserve Months
0.0
#1/266
Surplus
$58K
#4/266
Staff Cost %
0%
#1/266

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC62170
Entity TypeTrust
Registered16 Apr 2024
StatusRegistered

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodySponsors / undertakes research

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.