The O'Conor Institute Trust Board — Community Development Charity in Westport
The O'Conor Institute Trust Board is a Charitable Trust charity in the Community Development sector, based in Westport, Westport. CharityData rates this charity A- (87.7/100). Annual revenue: $6.8M NZD. Financial data as at March 2026.
Mission: To provide quality residential care for the older people in our community.
- Registration Number
- CC39255
- Charity Type
- Charitable Trust
- Registration Date
- 2009-04-14
- Status
- Active
- CharityData Rating
- A- (87.7/100)
- Sector
- Community Development
- Location
- Westport, Westport
- Data as at
- March 2026
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $6.8M NZD
- Total Expenses
- $5.8M NZD
- Total Assets
- $12.3M NZD
- Net Assets
- $11.4M NZD
- Reserve Months
- 1.9 months of operating expenses
- Staff Count
- 75
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $6.8M | $5.8M | $11.4M |
| 2025 | $6.6M | $5.6M | $10.5M |
| 2024 | $6.1M | $5.1M | $9.6M |
| 2023 | $5.3M | $4.6M | $8.5M |
| 2022 | $5.3M | $4.5M | $7.8M |
| 2021 | $5.1M | $4.5M | $6.9M |
| 2020 | $4.6M | $4.4M | $6.3M |
| 2019 | $4.3M | $4.5M | $6.1M |
| 2018 | $4.3M | $4.1M | $6.3M |
| 2017 | $3.4M | $2.9M | $6.1M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 87.7/100
- Financial Score
- 93.2
- Governance Score
- 75
- Transparency Score
- 85
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (16)
- Christopher Russell — Trustee
- Garry Howard — Chair
- Kathryn Bainbridge — Management Committee Member
- Eyvonne Diskin — Management Committee Member
- Sean Casey — Project Manager for New Build (departed 2026-02-28)
- Margaret Grant — Management Committee Member
- Gerald Hateley — Management Committee Member
- Maraea Casey — Management Committee Member
- Susan Watson — General Manager
- Maureen Pugh — Trustee
- Paul Martin — Trustee
- Jamie Cleine — Trustee (departed 2025-10-11)
- Damien O'Connor — Trustee (departed 2023-10-14)
- John Dew — Trustee (departed 2023-05-05)
- Chris Avchinvole — Trustee (departed 2011-11-26)
- Patrick McManus — Trustee (departed 2013-10-12)
Disclosed Pay and Fees
| Name | Role | Role type | Compensation | Year |
|---|---|---|---|---|
| Executive Employees (aggregate) | Executive Employee | Group total | $443,162 | - |
| Executive Employees (aggregate) | Executive Employee | Group total | $443,162 | 2025 |
| Management Committee (aggregate) | Management Committee | Group total | $0 | 2025 |
| Board/Trustees (unpaid) | Trustee | Board or trustee role | $0 | - |
| Board/Trustees (unpaid) | Trustee | Board or trustee role | $0 | 2025 |
| Management Committee (aggregate) | Management Committee | Group total | $0 | - |
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The O'Conor Institute Trust Board
Financial data as at March 2026. Sourced from Charities Services register.
$6.8M
$5.8M
$12.3M
75
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
To provide quality residential care for the older people in our community.
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 51 peers · Community Development · $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
A-Is this your charity?
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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.
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