The Hawthorndale Care Village Charitable Trust — Community Development Charity in Invercargill

The Hawthorndale Care Village Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Invercargill, Invercargill. CharityData rates this charity C (60/100). Annual revenue: $3.1M NZD. Financial data as at June 2024.

The Hawthorndale Care Village Charitable Trust is part of the same organisation as Hawthorndale Care Village Limited (CC61948). Each registration files its own accounts.

Mission: To deliver positive, creative living for the elderly within a safe, secure, stimulating village environment.

Registration Number
CC57104
Charity Type
Charitable Trust
Registration Date
2019-08-08
Status
Active
CharityData Rating
C (60/100)
Sector
Community Development
Location
Invercargill, Invercargill
Email
helen@Thehawthorndale.co.nz
Data as at
June 2024

Financial Summary

Total Revenue
$3.1M NZD
Total Expenses
$0.2M NZD
Total Assets
$6.4M NZD
Net Assets
$4.7M NZD
Reserve Months
42.7 months of operating expenses
Volunteers
0
Financial Year End
2024-06-30

Financial History

YearRevenueExpensesNet Assets
2024$3.1M$0.2M$4.7M
2023$3.1M$0.2M$4.7M
2022$1.2M$0.0M$1.8M
2021$0.6M$0.0M$0.7M
2020$0.1M$0.0M$0.1M

CharityData Rating

Overall Grade
C
Overall Score
60/100
Financial Score
50
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Fergus MoreTrustee2019-07-23
Sarah HannanTrustee2019-07-23
Patric O'BrienTrustee2019-07-23

Former Officers (5)

  • Thomas O'Boyle — Trustee (departed 2023-12-04)
  • Helen Young — Trustee (departed 2023-12-04)
  • Scott O'donnell — Director (departed 2023-12-04)
  • Paul Harrington — Trustee (departed 2023-12-04)
  • Neil Lewis — Trustee (departed 2023-04-01)

Funding Sources

  • Aotearoa Gaming Foundation — $100,000

Similar Charities in Community Development

Community DevelopmentCharitable Trust

The Hawthorndale Care Village Charitable Trust

CC57104Invercargill, InvercargillRegistered 8 Aug 2019
Data updated: 1 Nov 2026
Financials30 Jun 2024Rating1mo ago

Financial data as at June 2024. Sourced from Charities Services register.

C
60/100
Financial
50
Governance
55
Transparency
65

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 3. 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.
  • Current annual return overdue
    The newest annual return we hold is 27 months old — a more recent return may already be on the Charities Services register

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

$3.1M

Expenses

$184.1K

Assets

$6.4M

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

To deliver positive, creative living for the elderly within a safe, secure, stimulating village environment.

Key Statistics

Annual Revenue
$3.1M
Total Expenses
$184.1K
Net Assets
$4.7M
Volunteers
0

Financial Trends

Financial Trends (5 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
96c
For every $1 spent, 96c reaches programs
Strong
Sustainability
42.7mo
Could operate 42.7 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

2
Score /100
Highly Concentrated
HHI: 9,822
High Concentration: 99% of revenue from Other
Other99.1%
Investment Income0.9%

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

Peer Comparison

Ranked against 51 peers · Community Development · $1M – $10M

Rating Score
60
#29/52
Revenue
$3.1M
#17/52
Reserve Months
42.7
#1/52
Surplus
$2.9M
#2/52
Staff Cost %
0%
#1/52

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

Rating

C
Score: 60/100
Financial
50
Governance
55
Transparency
65
Why this grade: Financial 50 × 40% + Governance 55 × 60% = 53 → C.
View Full Score Breakdown

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Latest Audit

FY2023
Clean
4 years of audit history

Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC57104
Entity TypeCharitable Trust
Registered8 Aug 2019
StatusRegistered

Sector & Activities

Primary Sector
Community Development

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.