Age Concern New Zealand Incorporated — Health Charity in Wellington

Age Concern New Zealand Incorporated is a Trust charity in the Health sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (70.2/100). Annual revenue: $3.7M NZD. Financial data as at June 2025.

Mission: Age Concern promotes wellbeing, rights, respect and dignity for older people (aged 65 and over). We are an organisation that operates in a way that tries to provide for the inclusion of values that we regard highly. We try to make proper provision for older Maori people/kaumatua in ways they will find useful and appropriate.

Registration Number
CC10939
Charity Type
Trust
Registration Date
2007-08-23
Status
Active
CharityData Rating
B- (70.2/100)
Sector
Health
Location
Wellington, Wellington
Email
national.office@ageconcern.org.nz
Funder Status
Grant-making charity (society)
Data as at
June 2025

Beneficiaries: Family / whanau, General public, Older people

Financial Summary

Total Revenue
$3.7M NZD
Total Expenses
$3.5M NZD
Total Assets
$2.2M NZD
Net Assets
$1.8M NZD
Reserve Months
1.7 months of operating expenses
Staff Count
12
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$3.7M$3.5M$1.8M
2024$3.5M$3.2M$1.6M
2023$2.9M$2.9M$1.4M
2022$3.1M$3.1M$1.4M
2021$3.3M$2.8M$1.4M
2020$3.2M$2.6M$1.0M
2019$2.2M$2.2M$0.4M
2018$2.3M$2.3M$0.4M
2017$3.4M$3.3M$0.4M
2016$3.6M$3.5M$0.3M

CharityData Rating

Overall Grade
B-
Overall Score
70.2/100
Financial Score
68.2
Governance Score
75
Transparency Score
65
Program Spending Ratio
0.7%

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Roger GoodmanTrustee2025-11-27
Annette FinlayTrustee2025-04-09
Meredith OsmondTrustee2025-04-09
Elizabeth HenryNational President2023-03-29
Kathy PeriTrustee2023-03-29
Barbara LIttleTrustee2023-03-29
Christina BrentonTrustee2022-04-06
Karen Billings-JensenChief Executive2022-03-10
Robert AitkenTrustee2013-04-18

Former Officers (34)

  • Charles Tyrrell — Trustee (departed 2023-03-29)
  • Janice White — Trustee (departed 2024-03-17)
  • Mike Cohen — Trustee (departed 2017-04-03)
  • Steve Phillips — National-Vice-President (departed 2025-04-09)
  • Gillian Lawrence — Trustee (departed 2019-04-04)
  • Michael Cohen — Trustee (departed 2021-04-07)
  • Stephanie Clare — Chief Executive (departed 2022-03-03)
  • Wayne Bradshaw — National President (departed 2025-11-27)
  • Robyn Scott — Chief Executive (departed 2016-04-01)
  • Ruth Carter — Trustee (departed 2016-03-31)
  • David Swallow — Trustee (departed 2017-03-29)
  • Jennifer Michel — Trustee (departed 2017-03-29)
  • Adrienne von Tunzelmann — Trustee (departed 2023-03-29)
  • Peter Douglas — Trustee (departed 2014-04-29)
  • Peter Hughes — Trustee (departed 2013-06-25)
  • John Farrell — Finance Officer/treasurer (departed 2015-04-13)
  • Peter Oettli — National President (departed 2020-07-08)
  • Robert Ross — Manager, Revenue & Development (departed 2014-04-11)
  • Stanley Rodger — Trustee (departed 2013-04-18)
  • Heather Alford — Trustee (departed 2012-03-29)

Funding Sources

  • Pub Charity Limited — $695,000
  • Trillian Trust — $35,381
  • Pelorus Trust — $18,682.2
  • Aotearoa Gaming Foundation — $9,600
  • Four Winds Foundation Limited — $8,933
  • Aotearoa Gaming Foundation — $8,379
  • Pelorus Trust — $6,076
  • Aotearoa Gaming Foundation — $3,352
  • New Zealand Community Trust — $2,450
  • One Foundation — $1,080
  • Trust House Foundation — $995

Similar Charities in Health

FunderHealthTrustSociety

Age Concern New Zealand Incorporated

CC10939Wellington, WellingtonRegistered 23 Aug 2007
Data updated: 3 days ago
Financials30 Jun 2025Rating2d ago

Financial data as at June 2025. Sourced from Charities Services register.

B-
70/100
Financial
68
Governance
75
Transparency
65
Revenue

$3.7M

Expenses

$3.5M

Assets

$2.2M

Staff

12

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthCommunity Development
Beneficiaries
ElderlyMāori
Geographic Focus
Wellington

About

Mission

Age Concern promotes wellbeing, rights, respect and dignity for older people (aged 65 and over). We are an organisation that operates in a way that tries to provide for the inclusion of values that we regard highly. We try to make proper provision for older Maori people/kaumatua in ways they will find useful and appropriate.

Who We Serve

Beneficiaries
Family / whanauGeneral publicOlder people

Key Statistics

Annual Revenue
$3.7M
Total Expenses
$3.5M
Net Assets
$1.8M
Staff
12
employees
Volunteers
0

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
72c
For every $1 spent, 72c reaches programs
Adequate
Sustainability
1.7mo
Could operate 1.7 months with zero revenue
Critical
Fundraising Cost
$2.02
Costs $2.02 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

46
Score /100
Concentrated
HHI: 5,429
Government Grants68.7%
Other26.4%
Donations2.5%
Investment Income2.4%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
70
#23/68
Revenue
$3.7M
#18/68
Reserve Months
1.7
#1/68
Surplus
$196K
#33/68
Staff Cost %
26%
#68/68

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

Rating

B-
Score: 70.2/100
Financial
68.2
Governance
75
Transparency
65
Why this grade: Financial 68 × 40% + Governance 75 × 60% = 72 → 70 after red-flag penalties → B-.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC10939
Entity TypeTrust
Registered23 Aug 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated27 Jul 1972
Registered office
Level 1, Sharp House, 79 Taranaki St, Te Aro, Wellington, 6012

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides services (e.g. care / counselling)

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: 28 September 2026.