Birkenhead RSA Welfare Trust — Health Charity in Auckland

Birkenhead RSA Welfare Trust is a Incorporated Society charity in the Health sector, based in Auckland, Auckland. Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at June 2026.

Mission: RSA Welfare is available to offer both financial and Welfare support to returned and service persons and their dependents who require help to complete Welfare Grant applications and transport for medical appointment etc.

Registration Number
CC31375
Charity Type
Incorporated Society
Registration Date
2008-06-30
Status
Active
Sector
Health
Location
Auckland, Auckland
Website
https://www.birkenheadrsa.com
Email
manager@birkenhedrsa.com
Data as at
June 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.6M NZD
Net Assets
$0.6M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
12
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M$0.6M
2025$0.1M$0.1M$0.6M
2024$0.2M$0.1M$0.6M
2023$0.1M$0.2M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M$0.6M
2019$0.0M$0.1M-
2018$0.1M$0.0M-
2017$0.0M$0.0M$0.6M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (21)

  • George Coffin — Welfare Trustee
  • Carole Maddix — Treasurer
  • Anthony Phillips — Vice President
  • Margaret Delaney — President
  • Erin Coffin — President (departed 2025-09-22)
  • Johannes Geuns — Vice President
  • Wendy MacKenzie — Treasurer (departed 2025-09-22)
  • Raymond Maddix — Vice President (departed 2025-09-22)
  • Kevin George — Vice President (departed 2023-09-23)
  • Lynda Gage — Welfare Trustee (departed 2025-09-22)
  • Geoff Zuydendorp — Vice President (departed 2020-06-01)
  • Mike Jack — Vice President (departed 2022-02-19)
  • Ann Hornbuckle — Committee Member (departed 2022-09-17)
  • William Peni — Vice President (departed 2019-10-01)
  • Gregory Hartley — Vice President (departed 2023-09-23)
  • Colleen Wilson-lavery — Vice President (departed 2024-09-22)
  • Glennwyn Williams — Trustees (departed 2011-11-01)
  • James Ritchie — Trustee (departed 2010-09-01)
  • Maraea Hargreaves — Trustee (departed 2018-10-30)
  • Graham Williams — Trustee (departed 2009-01-01)

Similar Charities in Health

Birkenhead RSA Welfare Trust logo
HealthIncorporated Society

Birkenhead RSA Welfare Trust

CC31375Auckland, AucklandRegistered 30 Jun 2008
Data updated: 3 days ago
Financials3mo agoRating4d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

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 →

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • Reserves high for operating size
    Reserves cover ~67 months of expenses on $102K revenue — very high for an operating charity this size

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$102.5K

Expenses

$99.7K

Assets

$574.4K

Staff

12

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

1 red flag identified- Review the Rating tab for details

About

Mission

RSA Welfare is available to offer both financial and Welfare support to returned and service persons and their dependents who require help to complete Welfare Grant applications and transport for medical appointment etc.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$102.5K
Total Expenses
$99.7K
Net Assets
$554.5K
Staff
12
employees

Financial Trends

Financial Trends (18 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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
68.3mo
Could operate 68.3 months with zero revenue
Over-capitalized
Fundraising Cost
-
No fundraising data
No data

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

Revenue Diversification

65
Score /100
Moderate
HHI: 3,483
Donations43.1%
Other30.3%
Investment Income26.6%

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

Peer Comparison

Ranked against 125 peers · Health · $100K – $1M

Rating Score
0
#33/126
Revenue
$102K
#124/126
Reserve Months
0.0
#1/126
Surplus
$3K
#80/126
Staff Cost %
0%
#1/126

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: 30 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Registration

Registration NumberCC31375
Entity TypeIncorporated Society
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated17 Nov 1999
Registered office
Recreation Drive, Birkenhead, Auckland

Sector & Activities

Primary Sector
Health
Activities
Other - Acts an Umbrella body

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: 5 October 2026.