Kerikeri Retirement Village Limited — Community Development Charity in Kerikeri

Kerikeri Retirement Village Limited is a Trust charity in the Community Development sector, based in Kerikeri, Kerikeri. CharityData rates this charity A- (89.5/100). Annual revenue: $11.2M NZD. Financial data as at June 2025.

Mission: To provide residential care, accommodation, daycare and any other associated services for the aged population of the communities of Kerikeri and the Bay of Islands. To enable the best possible life for those in our village and our community.

Registration Number
CC55403
Charity Type
Trust
Registration Date
2018-05-16
Status
Active
CharityData Rating
A- (89.5/100)
Sector
Community Development
Location
Kerikeri, Kerikeri
Email
gaylene@kerikerivillage.co.nz
Data as at
June 2025

Beneficiaries: Older people

Financial Summary

Total Revenue
$11.2M NZD
Total Expenses
$10.8M NZD
Total Assets
$95.7M NZD
Net Assets
$43.3M NZD
Reserve Months
2.0 months of operating expenses
Staff Count
150
Volunteers
1
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$11.2M$10.8M$43.3M
2024$10.6M$10.6M$42.7M
2023$9.6M$10.1M$39.1M
2022$8.4M$8.9M$34.7M
2021$7.6M$7.5M$32.0M
2020$7.6M$7.0M$25.4M
2019$30.6M$6.7M$24.3M

CharityData Rating

Overall Grade
A-
Overall Score
89.5/100
Financial Score
100
Governance Score
65
Transparency Score
85

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Monique HawkerCEO2026-01-19
Catherine DonleyDirector2025-01-23
Stephen SoufflotDirector2024-11-28
Jillian ItiDirector2024-11-28
Kylie MooneyDirector2023-11-23
Barbara ImlachDirector2021-10-29
ajit balasinghamDirector2021-01-25
Brent HewittDirector2018-06-28
Vicki DouglasDirector2018-05-24

Former Officers (8)

  • Hilary Sumpter — Chief Executive (departed 2025-08-21)
  • Paula Baker — Director (departed 2024-07-25)
  • David Hansen — Director (departed 2023-01-26)
  • Richard Aston — Director (departed 2022-01-31)
  • Angela Sanson — Director (departed 2021-04-22)
  • Kevin Hall — Director (departed 2020-10-30)
  • Michael Simm — Director (departed 2021-10-28)
  • Suzanne Brocx — Director (departed 2024-11-28)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Board of Directors and Senior Management Team$760,9742024
Key Management Personnel (aggregate)Board of Directors and Senior Management Team$760,9742025
Key Management Personnel (aggregate)Board of Directors and Senior Management Team$760,974-
Board/Trustees (Directors Fees)Board Members$79,1792024
Board/Trustees (Directors Fees)Board Members$79,1792025
Board/Trustees (Directors Fees)Board Members$79,179-
Catherine (Kate) DonleyDirector-2025
Suzanne BrocxDirector-2025
Stephen SoufflotDirector-2025
Barbara ImlachBoard Member-2024
Paula BakerDirector-2025
Jillian ItiDirector-2025
Barbara ImlachDirector-2025
Ajit BalasinghamChairperson-2024
Ajit BalasinghamChairperson-2025
Kylie MooneyDeputy Chairperson-2025
Brent HewittDirector-2025
Vicki DouglasBoard Member-2024
Paula BakerTrustee/Board Member-2024
Kylie MooneyBoard Member-2024
Vicki DouglasDirector-2025
Brent HewittBoard Member-2024
Suzanne BrocxDeputy Chairperson-2024

Funding Sources

  • Pub Charity Limited — $13,889

Major Funders and Contracts (FY2025)

As disclosed in Kerikeri Retirement Village Limited's annual report.

  • Brendan Murray Construction 2019 Limited — $6,100,000 — Construction of Kerikeri Retirement Village Community Centre

Service Providers

  • BDO
  • ANZ Bank of New Zealand Ltd
  • ANZ Bank of New Zealand Ltd
  • Lane Neave
  • Lane Neave

Similar Charities in Community Development

Community DevelopmentTrust

Kerikeri Retirement Village Limited

CC55403Kerikeri, KerikeriRegistered 16 May 2018
Data updated: 2 days ago
Financials30 Jun 2025Rating2d ago

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

A-
90/100
Financial
100
Governance
65
Transparency
85

Reasons to look carefully (2)

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 9. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
  • Same audit firm for many years
    Same audit firm (PKF Goldsmith Fox Audit Limited) for 5 consecutive years — best practice rotates audit firms periodically to refresh independent oversight

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

$11.2M

Expenses

$10.8M

Assets

$95.7M

Staff

150

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

About

Mission

To provide residential care, accommodation, daycare and any other associated services for the aged population of the communities of Kerikeri and the Bay of Islands. To enable the best possible life for those in our village and our community.

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$11.2M
Total Expenses
$10.8M
Net Assets
$43.3M
Staff
150
employees
Volunteers
1

Financial Trends

Financial Trends (7 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
2mo
Could operate 2 months with zero revenue
Critical
Fundraising Cost
$0.23
Costs $0.23 to raise each $1 in donations
Moderate

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

Revenue Diversification

4
Score /100
Highly Concentrated
HHI: 9,626
High Concentration: 98% of revenue from Other
Other98.1%
Investment Income1.3%
Donations0.6%

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

Peer Comparison

Ranked against 5 peers · Community Development · $10M – $50M

Rating Score
90
#1/6
Revenue
$11.2M
#5/6
Reserve Months
2.0
#1/6
Surplus
$319K
#3/6
Staff Cost %
55%
#6/6

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

Rating

A-
Score: 89.5/100
Financial
100
Governance
65
Transparency
85
Why this grade: Financial 100 × 40% + Governance 65 × 60% = 79 → A-.
View Full Score Breakdown

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Contact Details

Address
Kerikeri, Kerikeri

Registration

Registration NumberCC55403
Entity TypeTrust
Registered16 May 2018
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated11 May 2018
Company #6832173
Registered office
1 Ruatara Drive, Kerikeri, Kerikeri, 0230

Sector & Activities

Primary Sector
Community Development
Activities
Provides buildings / facilities / open spaceProvides 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.