Age Concern Nelson Tasman Trust — Social Services Charity in Richmond

Age Concern Nelson Tasman Trust is a Charitable Trust charity in the Social Services sector, based in Richmond, Richmond. Annual revenue: $0.8M NZD. Financial data as at June 2025.

Mission: Age Concern Nelson Tasman creates connections and promotes wellbeing, rights, respect and dignity for older people/koroua/kuia in Nelson Tasman.

Registration Number
CC29439
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
Sector
Social Services
Location
Richmond, Richmond
Email
manager@ageconcernnt.org.nz
Data as at
June 2025

Beneficiaries: Family / whanau, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.8M NZD
Total Assets
$0.6M NZD
Net Assets
$0.4M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
11
Volunteers
2
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.8M$0.8M$0.4M
2024$0.7M$0.8M$0.4M
2023$0.9M$0.9M$0.4M
2022$0.6M$0.6M$0.4M
2021$0.5M$0.5M$0.3M
2020$0.4M$0.4M$0.3M
2019$0.4M$0.3M$0.2M
2018$0.3M$0.3M$0.5M
2017$0.3M$0.2M$0.4M
2016$0.3M$0.2M$0.4M

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Miraka NorgateTrustee2026-02-16
Nicola WoodwardManager2026-02-09
Michael NyTreasurer2025-04-07
John CollynsTrustee2025-04-07
Alexandra IsherwoodTrustee2024-11-11
Robin LeeChair2024-04-02
Kenneth ScoltockTrustee2023-09-18
Lester OakesTrustee2020-09-14
Bevan GrantTrustee2020-09-14

Former Officers (28)

  • Ruby van Rooyen — Trustee (departed 2026-09-07)
  • Christopher Allison — Trustee (departed 2026-07-27)
  • Te Hawe Harvey Ruru — Kaumatua (departed 2025-12-10)
  • Sharon Blackbeard — Trustee (departed 2023-12-11)
  • Caroline Budge — Manager (departed 2025-12-22)
  • Gay Northcott — Trustee (departed 2017-09-27)
  • David Ashcroft — Treasurer (departed 2023-09-18)
  • Robyn Lee — Secretary (departed 2023-09-17)
  • Beryl Barlow — Treasurer (departed 2014-09-23)
  • Charles Tyrrell — Co-Opted-Member (departed 2024-09-23)
  • Jennifer Sauer — Vice Chair (departed 2020-09-14)
  • Kay Chapman — Secretary (departed 2012-09-19)
  • Jill Vollmer — Treasurer (departed 2010-11-10)
  • Christine Borlase — Trustee (departed 2012-09-19)
  • Gary Chalmers — Trustee (departed 2009-06-30)
  • Shirley Mcmillan — Trustee (departed 2016-09-14)
  • Charissa Mckenzie — Vice Chairperson (departed 2014-09-23)
  • Ian Barker — Trustee (departed 2016-09-14)
  • Helen Reynolds — Trustee (departed 2022-09-19)
  • Andrew Joseph — Trustee (departed 2020-09-14)

Funding Sources

  • Pub Charity Limited — $27,093.66
  • The Lion Foundation — $10,000
  • New Zealand Community Trust — $7,002.08
  • Mainland Foundation Limited — $5,000

Similar Charities in Social Services

Social ServicesCharitable Trust

Age Concern Nelson Tasman Trust

CC29439Richmond, RichmondRegistered 30 Jun 2008
Data updated: Today
Financials30 Jun 2025Ratingyesterday

Financial data as at June 2025. 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 →
Revenue

$826.2K

Expenses

$775.3K

Assets

$575.3K

Staff

11

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

About

Mission

Age Concern Nelson Tasman creates connections and promotes wellbeing, rights, respect and dignity for older people/koroua/kuia in Nelson Tasman.

Who We Serve

Beneficiaries
Family / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$826.2K
Total Expenses
$775.3K
Net Assets
$388.4K
Staff
11
employees
Volunteers
2

Financial Trends

Financial Trends (17 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
1.8mo
Could operate 1.8 months with zero revenue
Critical
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

18
Score /100
Highly Concentrated
HHI: 8,185
High Concentration: 90% of revenue from Other
Other90.2%
Trading / Services6.6%
Investment Income1.9%
Donations1.3%

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

Peer Comparison

Ranked against 150 peers · Social Services · $100K – $1M

Rating Score
0
#29/151
Revenue
$826K
#11/151
Reserve Months
0.0
#1/151
Surplus
$51K
#37/151
Staff Cost %
69%
#151/151

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

Rating

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

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Richmond, Richmond

Registration

Registration NumberCC29439
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated6 Aug 2024
Registered office
62 Oxford Street, Richmond

Sector & Activities

Primary Sector
Social Services
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides 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: 2 October 2026.