Alzheimers Society Southland Incorporated — Health Charity in Invercargill
Alzheimers Society Southland Incorporated is a Trust charity in the Health sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2026.
Mission: To provide support for people with dementia, their families and friends. To educate and inform the public, and the medical and helping professionals, of the problems associated with dementia. To stimulate research and improve the management of dementia. To raise government and community awareness and encourage action by highlighting the needs of people with dementia and their relatives. To accept and honour the Treaty of Waitangi as the basis of the relationship between Maori and non Maori and to recognise the differing needs of all cultures. To contract with health organisations and funders to provide services to persons with dementia. To employ Community Support Officers and administrators to organise and facilitate activities furthering the Societys purpose. To do all things as may seem to the Society to be incidental or conducive to the achievement of the Society's aims, including the raising and application of funds for such purposes.
- Registration Number
- CC21548
- Charity Type
- Trust
- Registration Date
- 2008-03-03
- Status
- Active
- Sector
- Health
- Location
- Invercargill, Invercargill
- office@alzheimerssocietysouthland.org.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- March 2026
Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.1M | $0.1M | $0.3M |
| 2025 | $0.1M | $0.1M | $0.0M |
| 2024 | $0.2M | $0.1M | $0.2M |
| 2023 | $0.1M | $0.1M | $0.2M |
| 2022 | $0.1M | $0.1M | $0.2M |
| 2021 | $0.1M | $0.1M | $0.1M |
| 2020 | $0.1M | $0.1M | $0.1M |
| 2019 | $0.1M | $0.1M | $0.1M |
| 2018 | $0.1M | $0.1M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Rebecca Herzig | Trustee | 2025-02-01 |
| Lynette Collie | Trustee | 2025-02-01 |
| Lisa Tou | Trustee | 2024-04-01 |
| Susan Downing | Trustee | 2022-11-01 |
| Liz Harrison | Trustee | 2021-10-18 |
| Denise Randall | Trustee | 2020-09-30 |
| Kerran Larson | Chair | 2011-06-23 |
Former Officers (24)
- Lisa Tou-McNaughton — Trustee (departed 2024-04-01)
- Doug Officer — Trustee (departed 2023-09-20)
- Vanette Hawke — Trustee (departed 2022-09-19)
- Andrea Jerry — Trustee (departed 2025-03-31)
- Deborah Wyatt — Trustee (departed 2021-10-18)
- Diana Cade — Trustee (departed 2019-03-31)
- Fry John — Trustee (departed 2023-09-20)
- Fluer Bethell — Trustee (departed 2015-01-30)
- Marie Mawhinney — Trustee (departed 2018-09-30)
- David Harrison — Trustee (departed 2013-06-27)
- Aderonke Samuel — Trustee (departed 2013-08-21)
- Graeme Linton — Committee Member (departed 2013-07-30)
- Brian Fry — Trustee (departed 2020-09-30)
- Robyn Savage — Committee Member (departed 2010-08-01)
- Arthur Ballantyne — Committee Member (departed 2010-03-31)
- Sally Tily — Committee Member (departed 2009-08-01)
- Rosemary Anne Scurr — Vice President (departed 2011-07-13)
- Katherine Marshall — Treasurer (departed 2008-02-13)
- Carole Ann Patterson — President/chairperson (departed 2012-06-28)
- Christine Morrison — Committee Member (departed 2010-03-31)
Funding Sources
- ILT Foundation — $22,500
- Aotearoa Gaming Foundation — $10,000
- The Trusts Community Foundation — $1,000
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
Alzheimers Society Southland Incorporated
Financial data as at March 2026. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$138.6K
$127.4K
$286.6K
3
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To provide support for people with dementia, their families and friends. To educate and inform the public, and the medical and helping professionals, of the problems associated with dementia. To stimulate research and improve the management of dementia. To raise government and community awareness and encourage action by highlighting the needs of people with dementia and their relatives. To accept and honour the Treaty of Waitangi as the basis of the relationship between Maori and non Maori and to recognise the differing needs of all cultures. To contract with health organisations and funders to provide services to persons with dementia. To employ Community Support Officers and administrators to organise and facilitate activities furthering the Societys purpose. To do all things as may seem to the Society to be incidental or conducive to the achievement of the Society's aims, including the raising and application of funds for such purposes.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 157 peers · Health · $100K – $1M
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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.
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