Age Concern (Tauranga) Incorporated — Social Services Charity in Tauranga

Age Concern (Tauranga) Incorporated is a Trust charity in the Social Services sector, based in Tauranga, Tauranga. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at March 2026.

Mission: Age Concern Tauranga's purpose is to provide services and support for the well being of older people in our community.

Registration Number
CC25758
Charity Type
Trust
Registration Date
2008-06-11
Status
Active
Sector
Social Services
Location
Tauranga, Tauranga
Email
ageconcerntga@xtra.co.nz
Funder Status
Grant-making charity (society)
Data as at
March 2026

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

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.3M NZD
Total Assets
$0.2M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
5
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.2M$0.3M$0.1M
2025$0.3M$0.3M$0.2M
2024$0.3M$0.3M$0.2M
2023$0.3M$0.3M$0.2M
2022$0.3M$0.3M$0.2M
2021$0.3M$0.3M$0.1M
2020$0.2M$0.3M$0.1M
2019$0.2M$0.3M$0.1M
2018$0.3M$0.3M$0.2M
2017$0.3M$0.3M$0.2M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Elizabeth SpellacyTrustee2025-06-26
Roger GoodmanTrustee2023-06-29
Merilyn ShukerTrustee2022-06-30
Edward JacksonVice-Chairperson2015-06-25
Anna BonesChair2013-06-27
Adrienne von TunzelmannTrustee2012-06-28
Angela ScottTrustee2010-06-24

Former Officers (24)

  • Janet Jackson — Trustee (departed 2025-04-30)
  • Christine Adams — Trustee (departed 2025-01-15)
  • Eliza Benfell — Trustee (departed 2023-10-18)
  • Ken Collings — Treasurer (departed 2021-06-28)
  • Francizca Vogelzang — Trustee (departed 2022-06-30)
  • Peter Moss — Trustee (departed 2023-06-06)
  • Michael Doyle — Trustee (departed 2016-06-30)
  • Keith Ardern — Treasurer (departed 2018-07-31)
  • Evan Turbott — Trustee (departed 2022-06-30)
  • Beryl Michie — Trustee (departed 2014-06-26)
  • Ronald Scott — Trustee (departed 2015-06-25)
  • Kathy Graham — Treasurer (departed 2012-06-30)
  • Alan Tate — Trustee (departed 2013-06-27)
  • Mary Hack — Committee Member (departed 2015-06-25)
  • Ian Middleton — Committee Member (departed 2011-06-30)
  • Debra Jager — Committee Member (departed 2016-06-30)
  • Lorraine Wilson — President (departed 2012-06-28)
  • Viviene Stefadouros — Committee Member (departed 2009-03-31)
  • Raymond Ruane — Committee Member (departed 2008-05-01)
  • Lesley Hollis — Committee Member (departed 2011-06-30)

Funding Sources

  • Pub Charity Limited — $45,000
  • Lion Foundation — $10,000
  • The Lion Foundation — $10,000

Similar Charities in Social Services

FunderSocial ServicesTrustSociety

Age Concern (Tauranga) Incorporated

CC25758Tauranga, TaurangaRegistered 11 Jun 2008
Data updated: 3 days ago
Financials6mo agoRating2d ago

Financial data as at March 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 →
Revenue

$226.0K

Expenses

$264.5K

Assets

$191.3K

Staff

5

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

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Community Development
Beneficiaries
ElderlyGeneral Public
Geographic Focus
Bay of Plenty

About

Mission

Age Concern Tauranga's purpose is to provide services and support for the well being of older people in our community.

Who We Serve

Beneficiaries
Family / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$226.0K
Total Expenses
$264.5K
Net Assets
$145.1K
Staff
5
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
8.2mo
Could operate 8.2 months with zero revenue
Healthy
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

60
Score /100
Concentrated
HHI: 4,012
Other52.7%
Government Grants33.6%
Donations9.9%
Investment Income2.0%
Trading / Services1.9%

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

Peer Comparison

Ranked against 140 peers · Social Services · $100K – $1M

Rating Score
0
#33/141
Revenue
$226K
#77/141
Reserve Months
0.0
#1/141
Surplus
$-38K
#122/141
Staff Cost %
72%
#141/141

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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Contact Details

Address
Tauranga, Tauranga

Registration

Registration NumberCC25758
Entity TypeTrust
Registered11 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated5 Aug 1994
Registered office
177a Fraser Street, Tauranga South, Tauranga, 3112

Sector & Activities

Primary Sector
Social Services
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacy

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.