Alzheimers Society Eastern Bay Of Plenty Incorporated — Health Charity in Whakatane

Alzheimers Society Eastern Bay Of Plenty Incorporated is a Charitable Trust charity in the Health sector, based in Whakatane, Whakatane. Annual revenue: $0.4M NZD. Financial data as at May 2026.

Mission: Provide information, education and professional support to community, individuals and families whose lives are affected by dementia. This includes comprehensive assessment, planning and problem solving, linkage to health and community services and on-going monitoring.

Registration Number
CC21607
Charity Type
Charitable Trust
Registration Date
2008-03-05
Status
Active
Sector
Health
Location
Whakatane, Whakatane
Email
administration@alzebop.org
Data as at
May 2026

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

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.4M NZD
Total Assets
$0.4M NZD
Net Assets
$0.3M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
8
Financial Year End
2026-05-31

Financial History

YearRevenueExpensesNet Assets
2026$0.4M$0.4M$0.3M
2025$0.4M$0.4M$0.3M
2024$0.4M$0.3M$0.3M
2023$0.4M$0.3M$0.3M
2022$0.3M$0.2M$0.2M
2021$0.2M$0.2M$0.1M
2020$0.2M$0.2M$0.1M
2019$0.2M$0.2M$0.1M
2018$0.1M$0.2M$0.1M
2017$0.1M$0.2M$0.1M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Susan CaveManager2025-10-24
Paul AllingtonTrustee2025-10-22
Judith RuiJneTrustee2024-09-23
Maria ClarkeTrustee2023-09-25
Peter HillTrustee2022-09-15
Patricia KaneTrustee2022-08-15
Jennifer DowthwaiteTrustee2019-12-20

Former Officers (35)

  • Judy Ruijne — Trustee (departed 2025-12-16)
  • Margaret Krauss — Trustee (departed 2026-02-22)
  • Jeremy Bendall — Trustee (departed 2024-05-27)
  • Bryce Sheedy — Trustee (departed 2023-09-25)
  • Patricia Morris — Trustee (departed 1922-08-15)
  • Verna Falwasser — Trustee (departed 2022-08-15)
  • Ngaire Lewis — Trustee (departed 2019-10-31)
  • Cathy de Farias — Trustee (departed 2019-12-20)
  • Fran Cacace — Trustee (departed 2018-04-26)
  • Julie Meekle — Board Memeber (departed 2019-03-09)
  • Susi Shaw — Trustee (departed 2022-08-15)
  • Gaylene Bland — Committee Member (departed 2017-10-18)
  • David Wicks — Trustee (departed 2020-11-27)
  • Betty Berghan — Committee Member (departed 2014-03-31)
  • Josie Mortensen — Committee Member (departed 2012-08-28)
  • Margaret Green — Committee Member (departed 2014-08-01)
  • Anne Keene — Committee Member (departed 2014-03-31)
  • Florence Gawn — Committee Member (departed 2011-08-06)
  • Jacquline Hughes — Committee Member (departed 2010-11-30)
  • Sally Shaw — Chair (departed 2017-10-18)

Funding Sources

  • Aotearoa Gaming Foundation — $15,038
  • Aotearoa Gaming Foundation — $14,040
  • Lion Foundation — $13,440
  • Lion Foundation — $13,440
  • Lion Foundation — $12,133
  • Pub Charity Limited — $935.4

Similar Charities in Health

HealthCharitable Trust

Alzheimers Society Eastern Bay Of Plenty Incorporated

CC21607Whakatane, WhakataneRegistered 5 Mar 2008
Data updated: 1 Nov 2026
Financials5mo agoRating1mo ago

Financial data as at May 2026. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)

How ratings work →

Reasons to look carefully (1)

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 7. 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.

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

$377.4K

Expenses

$392.7K

Assets

$410.6K

Staff

8

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

About

Mission

Provide information, education and professional support to community, individuals and families whose lives are affected by dementia. This includes comprehensive assessment, planning and problem solving, linkage to health and community services and on-going monitoring.

Who We Serve

Beneficiaries
Family / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$377.4K
Total Expenses
$392.7K
Net Assets
$291.2K
Staff
8
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
11.8mo
Could operate 11.8 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

42
Score /100
Concentrated
HHI: 5,805
Government Grants73.8%
Other17.3%
Donations7.6%
Investment Income1.3%
Trading / Services0.0%

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

Peer Comparison

Ranked against 138 peers · Health · $100K – $1M

Rating Score
0
#39/139
Revenue
$377K
#47/139
Reserve Months
0.0
#1/139
Surplus
$-15K
#108/139
Staff Cost %
84%
#139/139

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
20
Transparency
65
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Latest Audit

FY2025
Clean
4 years of audit history

Contact Details

Address
Whakatane, Whakatane

Registration

Registration NumberCC21607
Entity TypeCharitable Trust
Registered5 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated31 Jul 1992
Registered office
193 195 The Strand, 1st Floor Lightning Hub, 1st Floor, Whakatane, Whakatane, 3158

Sector & Activities

Primary Sector
Health
Activities
Provides 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.