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Charity Summary

Charity Details

Legal name of the Charity:

The Otago Phoenix Cardiac Rehabilitation Club

Other Name (inc Trading Name):

The Otago Phoenix Club

Registration number:

CC53362

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

1/06/2016

Balance Date:

October 31

Name change history

Name	Effective Date
The Otago Phoenix Club	1/06/2016
The Otago Phoenix Cardiac Rehabilitation Club	1/12/2025

Address for service

Charity's Postal Address:

20 Woodside Terrace

Andersons Bay

Dunedin

9013

Charity's other details

Phone:

0274 489 917

Email:

secretary@otagophoenix.nz

Website:

https://www.otagophoenix.nz

Facebook:

Otago Phoenix Club

Areas of Operation:

Otago

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC53362

Purpose & Structure

Charitable Purpose

1. Supporting people with cardiovascular disease, particularly those who have experienced a cardiovascular event, in their return to active life. We promote the maintenance of a healthy lifestyle through supervised exercise in a supportive environment. 2. Supporting cardiac education, rehabilitation, and promoting a healthy lifestyle using evidence-based guidelines, supporting cardiac research, particularly that relating to the management and support of people who have experienced a cardiac event, and encouraging participation in cardiac-related research by invitation and consent. 3. Providing fellowship opportunities for people with cardiovascular disease, and the opportunity for members to meet with other members who live active and fulfilling lives with their conditions 4. Supporting other organisations sharing similar purposes, including other cardiac rehabilitation groups in Dunedin and the Otago Branch of Heart Foundation New Zealand.

Note: The main sectors, activities and beneficiaries are bolded.

Activities:

Other (please state)

(Supervised exercise), Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities), Provides advice / information / advocacy, Provides human resources (e.g. staff / volunteers), Provides buildings / facilities / open space

Sectors:

Health

Education / training / research, Sport / recreation, People with disabilities, Cardiac Rehabilitation

Beneficiaries:

Other (please state)

(People with cardiovascular disease), Voluntary bodies other than charities, People with disabilities

Legal Structure

Unincorporated Organisation

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements
31/10/2025	30/04/2026	7/03/2026	$4,198	$4,862	Included in Annual Return
31/10/2024	30/04/2025	23/04/2025	$4,932	$5,067	Included in Annual Return
31/10/2023	30/04/2024	16/02/2024	$4,635	$5,318	Included in Annual Return
31/10/2022	30/04/2023	30/01/2023	$3,378	$3,149	Included in Annual Return
31/10/2021	30/04/2022	3/02/2022	$4,755	$5,095	Included in Annual Return
31/10/2020	30/04/2021	23/02/2021	$8,438	$5,380	Included in Annual Return
31/10/2019	30/04/2020	12/02/2020	$9,129	$7,203	Included in Annual Return
31/10/2018	30/04/2019	25/02/2019	$10,554	$19,118	Included in Annual Return
31/10/2017	30/04/2018	27/02/2018	$11,142	$7,652	Included in Annual Return
31/10/2016	30/04/2017	5/04/2017	$8,743	$20,449	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Keith Stanley Tricker	President	23/02/2021
Brent Marks	Secretary	3/12/2018
Christopher Paul Worth	Treasurer	7/12/2015
Robert Ian Hart	Examiner	7/12/2015
Elizabeth Dianne Body	Advisor	24/02/2014

Past Officers

Officer Name

Position

Past Since

Eric Higgins

President

30/11/2020

John Wills

Vice President

30/11/2020

David John Edwards

Committee Member

2/12/2019

Jennifer Lois Gillions

Committee Member

2/12/2019

John Aubrey Young

Vice President

2/12/2019

Keith Stanley Tricker

Committee Member

2/12/2019

Lynette Clare Marks

Committee Member

2/12/2019

Margaret Mary Ellis

Committee Member

2/12/2019

Russell Thomas James Gillions

President

2/12/2019

Victor George Elliott

Committee Member

2/12/2019

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.

Date Created	Reference	View Summary (.pdf <1MB)
28/03/2017	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name