Abbeyfield Wanaka Incorporated — Social Services Charity in Wanaka

Abbeyfield Wanaka Incorporated is a Trust charity in the Social Services sector, based in Wanaka, Wanaka. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To enhance the quality of life for older people by providing affordable, high quality supported accommodation to older folk who desire companionship, security and assistance in maintaining their independence.

Registration Number
CC62856
Charity Type
Trust
Registration Date
2024-11-13
Status
Active
Sector
Social Services
Location
Wanaka, Wanaka
Email
office@abbeyfield.org.nz
Data as at
March 2026

Beneficiaries: Family / whanau, Older people

Financial Summary

Total Revenue
$0.0M 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$0.0M$0.0M-
2025$0.0M--

Board Members and Officers

Current Officers (10)

NameRoleAppointed
Huia AckermanSecretary2025-08-29
Chris ShieldChair2024-11-13
David GibbsOfficer2024-11-01
Giovanna Di GuardiaTreasurer2024-11-01
Julie ScottOfficer2024-11-01
Kim TaylorOfficer2024-10-31
Heather ClayOfficer2024-09-16
Stephanie FieldsendOfficer2024-09-16
Frances TaylorOfficer2024-03-25
Lyal CocksOfficer2024-03-01

Former Officers (1)

  • Kim Dulcie — Officer (departed 1924-11-12)

Reporting Group Members

Abbeyfield Wanaka Incorporated files a consolidated Annual Return jointly with 25 sibling charities:

Similar Charities in Social Services

Social ServicesTrust

Abbeyfield Wanaka Incorporated

CC62856Wanaka, WanakaRegistered 13 Nov 2024
Data updated: 5 days ago
Financials6mo agoRating3d ago

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

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$15.2K

Expenses

$13.1K

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

Part of a reporting group. Abbeyfield Wanaka Incorporated files its annual return under the consolidated return filed by Abbeyfield New Zealand Incorporated. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.Parent rating: B-.

About

Mission

To enhance the quality of life for older people by providing affordable, high quality supported accommodation to older folk who desire companionship, security and assistance in maintaining their independence.

Who We Serve

Beneficiaries
Family / whanauOlder people

Key Statistics

Annual Revenue
$15.2K
Total Expenses
$13.1K
Net Assets
-

Financial Trends

Financial Trends (2 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
78c
For every $1 spent, 78c reaches programs
Strong
Sustainability
6.5mo
Could operate 6.5 months with zero revenue
Healthy
Fundraising Cost
$0.45
Costs $0.45 to raise each $1 in donations
High cost

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

51
Score /100
Concentrated
HHI: 4,950
Other55.9%
Donations42.7%
Investment Income1.4%

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

Peer Comparison

Ranked against 295 peers · Social Services · Under $100K

Rating Score
0
#41/296
Revenue
$15K
#165/296
Reserve Months
0.0
#1/296
Surplus
$2K
#121/296
Staff Cost %
0%
#1/296

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

Rating

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

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Contact Details

Address
Wanaka, Wanaka

Registration

Registration NumberCC62856
Entity TypeTrust
Registered13 Nov 2024
StatusRegistered

Sector & Activities

Primary Sector
Social Services
Activities
Provides buildings / facilities / open space

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.