Age Concern Palmerston North and Districts Charitable Trust — Health Charity in Palmerston North
Age Concern Palmerston North and Districts Charitable Trust is a Trust charity in the Health sector, based in Palmerston North, Palmerston North. This organisation also provides funding to other charities. Annual revenue: $0.7M NZD. Financial data as at June 2025.
Mission: To benefit the older community in Palmerston North and surrounding districts by: providing services as the Board considers appropriate to support the needs & wellbeing of older people; acting as an advocate for older people with local bodies, government & other parties in matters affecting the quality of life of older people; assisting, supporting, & encouraging groups in the community who are promoting, advancing, or responding to the needs & general wellbeing of older people; promoting a network among community agencies, statutory bodies, voluntary agencies, & individuals, who are working with and for older people; establishing & maintaining an information and advice centre to assist, support & encourage older people; providing a forum to unite groups and individuals around areas of common interest or concern; encouraging and developing new initiatives for older people in response to needs; educating the public; encouraging older people in decision making; and encouraging research.
- Registration Number
- CC57368
- Charity Type
- Trust
- Registration Date
- 2019-10-09
- Status
- Active
- Sector
- Health
- Location
- Palmerston North, Palmerston North
- Website
- https://www.ageconcernpn.org.nz
- julie.macdonald@ageconcernpn.org.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.7M NZD
- Total Expenses
- $0.6M NZD
- Total Assets
- $0.4M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 8
- Volunteers
- 1
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.7M | $0.6M | $0.3M |
| 2024 | $0.6M | $0.6M | $0.2M |
| 2023 | $0.5M | $0.5M | $0.2M |
| 2022 | $0.4M | $0.4M | $0.2M |
| 2021 | $0.3M | $0.2M | $0.1M |
| 2020 | $0.0M | $0.0M | $0.0M |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
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Age Concern Palmerston North and Districts Charitable Trust
CC57368Palmerston North, Palmerston NorthRegistered 9 Oct 2019
Data updated: Today
Financials9mo agoRating15h ago
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 3/4 reporting allows smaller charities to file a summary annual-return form rather than separately 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 $1M threshold at which audited accounts are expected. 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.
How ratings work →Revenue
$684.2K
Expenses
$621.0K
Assets
$360.6K
Staff
8
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
HealthEducationArts & CultureCommunity Development
Beneficiaries
ElderlyGeneral Public
Geographic Focus
Manawatū-Whanganui
About
Mission
To benefit the older community in Palmerston North and surrounding districts by: providing services as the Board considers appropriate to support the needs & wellbeing of older people; acting as an advocate for older people with local bodies, government & other parties in matters affecting the quality of life of older people; assisting, supporting, & encouraging groups in the community who are promoting, advancing, or responding to the needs & general wellbeing of older people; promoting a network among community agencies, statutory bodies, voluntary agencies, & individuals, who are working with and for older people; establishing & maintaining an information and advice centre to assist, support & encourage older people; providing a forum to unite groups and individuals around areas of common interest or concern; encouraging and developing new initiatives for older people in response to needs; educating the public; encouraging older people in decision making; and encouraging research.
Key Statistics
Annual Revenue
$684.2K
Total Expenses
$621.0K
Net Assets
$302.9K
Staff
8
employees
Volunteers
1
Financial Trends
Financial Trends (6 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
0mo
Could operate 0 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
3
Score /100
Highly Concentrated
HHI: 9,742
High Concentration: 99% of revenue from Other
Other98.7%
Investment Income0.7%
Donations0.5%
Trading / Services0.1%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 148 peers · Health · $100K – $1M
Rating Score
0
Revenue
$684K
Reserve Months
0.0
Surplus
$63K
Staff Cost %
74%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC57368
Entity TypeTrust
Registered9 Oct 2019
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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: 22 April 2026.
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