Age Concern Rotorua District Incorporated — Health Charity in Rotorua

Age Concern Rotorua District Incorporated is a Trust charity in the Health sector, based in Rotorua, Rotorua. Annual revenue: $0.3M NZD. Financial data as at June 2025.

Mission: AC Rotorua is a charitable organisation seeking to meet the needs of older persons in our community through services that enhance their health and wellbeing. Our Mission: is to promote the rights, dignity, value and well-being of older people and those who care for them. Our Vision: an inclusive society; where all people as they grow older, have opportunities to make choices which lead to quality of life and personal fulfilment.

Registration Number
CC26937
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Health
Location
Rotorua, Rotorua
Email
manager@acrotorua.nz
Data as at
June 2025

Beneficiaries: Family / whanau, Older people

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.3M NZD
Total Assets
$0.7M NZD
Net Assets
$0.7M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
4
Volunteers
1
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.3M$0.7M
2024$0.3M$0.2M$0.7M
2023$0.2M$0.2M$0.7M
2022$0.2M$0.2M$0.6M
2021$0.2M$0.2M$0.6M
2020$0.1M$0.1M$0.3M
2019$0.1M$0.1M$0.3M
2018$0.1M$0.1M$0.3M
2017$0.1M$0.2M$0.3M
2016$0.2M$0.2M$0.3M

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Gwenneth HansonSecretary2024-12-11
Faye NathanTreasurer2024-12-04
Warwick PryceTrustee2024-12-03
Diane MitchellTrustee2024-11-27
Carolyn MallonTrustee2024-11-27
Wende RyanTrustee2024-11-26
Barry RyanChair2024-11-26
Betty GauldieTrustee2024-11-26

Former Officers (43)

  • Justin Rogers — Trustee (departed 2025-10-22)
  • Florence Walters — Councilor (departed 2024-04-01)
  • Kathryn Henderson — Councilor (departed 2024-10-24)
  • Patricia Moore — Councillor (departed 2023-10-03)
  • John Turner — Councillor (departed 2024-10-24)
  • Annette McLeod — Councillor (departed 2021-07-13)
  • Margaret Ridgway — Councillor (departed 2023-07-12)
  • Joanne La Grouw — Councillor (departed 2024-10-24)
  • Yvonne Healey — Councillor (departed 2020-07-13)
  • Dorothy Dyson — Co-Chairperson (departed 2018-10-09)
  • Miranda Bell — Treasurer (departed 2024-07-09)
  • Glenys Searancke — Chair (departed 2023-10-03)
  • Gail Edwards — Councillor (departed 2024-10-24)
  • Joanna Keogan — Councillor (departed 2019-10-08)
  • Fiona Marett — Councillor (departed 2019-06-30)
  • Shashikant Patel — Councillor (departed 2018-10-09)
  • Kate Gillam — Councillor (departed 2017-06-19)
  • Russell Bridge — Treasurer (departed 2017-09-06)
  • Joanne Bryant — Councillor (departed 2019-11-12)
  • Gaylene Munro — Treasurer (departed 2016-10-11)

Funding Sources

  • Four Winds Foundation Limited — $77,517
  • Aotearoa Gaming Foundation — $37,390
  • New Zealand Community Trust — $23,050
  • Grassroots Trust Central Limited — $19,994
  • Pub Charity Limited — $18,400
  • Aotearoa Gaming Foundation — $13,200
  • One Foundation — $7,850
  • The Lion Foundation — $5,000
  • Lion Foundation — $5,000
  • New Zealand Community Trust — $5,000
  • New Zealand Community Trust — $4,950

Similar Charities in Health

HealthTrust

Age Concern Rotorua District Incorporated

CC26937Rotorua, RotoruaRegistered 30 Jun 2008
Data updated: 2 days ago
Financials30 Jun 2025Rating2d 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 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

$267.1K

Expenses

$267.1K

Assets

$650.0K

Staff

4

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

About

Mission

AC Rotorua is a charitable organisation seeking to meet the needs of older persons in our community through services that enhance their health and wellbeing. Our Mission: is to promote the rights, dignity, value and well-being of older people and those who care for them. Our Vision: an inclusive society; where all people as they grow older, have opportunities to make choices which lead to quality of life and personal fulfilment.

Who We Serve

Beneficiaries
Family / whanauOlder people

Key Statistics

Annual Revenue
$267.1K
Total Expenses
$267.1K
Net Assets
$650.0K
Staff
4
employees
Volunteers
1

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
99c
For every $1 spent, 99c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
Fundraising Cost
$0.13
Costs $0.13 to raise each $1 in donations
Efficient

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

Revenue Diversification

16
Score /100
Highly Concentrated
HHI: 8,356
High Concentration: 91% of revenue from Other
Other91.2%
Donations5.0%
Government Grants3.7%
Investment Income0.0%

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

Rating Score
0
#39/158
Revenue
$267K
#83/158
Reserve Months
0.0
#1/158
Surplus
$-11
#97/158
Staff Cost %
48%
#158/158

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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Contact Details

Address
Rotorua, Rotorua

Registration

Registration NumberCC26937
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated13 May 1991
Registered office
1333 Eruera Street, Rotorua, 3010

Sector & Activities

Primary Sector
Health
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: 28 September 2026.