Alzheimer's Society Tauranga Incorporated — Education Charity in Tauranga

Alzheimer's Society Tauranga Incorporated is a Trust charity in the Education sector, based in Tauranga, Tauranga. Annual revenue: $0.8M NZD. Financial data as at June 2025.

Mission: To support people with dementia, their carer and their families in a way that values the person with dementia, encourages participation, and offers education and a wide range of resources.

Registration Number
CC23570
Charity Type
Trust
Registration Date
2008-04-29
Status
Active
Sector
Education
Location
Tauranga, Tauranga
Website
www.alzheimers.org.nz/tauranga
Email
manager.tauranga@alzheimers.org.nz
Data as at
June 2025

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

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.8M NZD
Total Assets
$0.5M NZD
Net Assets
$0.3M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
12
Volunteers
2
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.8M$0.8M$0.3M
2024$0.9M$0.8M$0.3M
2023$0.8M$0.7M$0.3M
2022$0.7M$0.6M$0.2M
2021$0.6M$0.6M$0.1M
2020$0.6M$0.5M$0.1M
2019$0.5M$0.5M$0.1M
2018$0.4M$0.4M$0.1M
2017$0.3M$0.3M$0.0M
2016$0.3M$0.3M$0.0M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (39)

  • James Wilson — Trustee
  • Carolyn Hooton — Trustee
  • Karen Hind — Trustee
  • Rosella Winters — Trustee
  • Stephen Lellman — Treasurer
  • Gwenda McIntyre — Trustee (departed 2025-05-14)
  • Kathleen Webb — Trustee (departed 2023-10-09)
  • Sue Lewer — Board Chair
  • John Smith — Treasurer (departed 2022-09-19)
  • Katharine Birks — Trustee (departed 2025-10-06)
  • Jim Rickard — Secretary (departed 2023-10-09)
  • Paula Hudson — Trustee (departed 2024-10-14)
  • Lindsay Grace — Trustee (departed 2019-09-16)
  • Ruth Thomas — Trustee (departed 2019-09-16)
  • Libby Hewitt — Committee Member (departed 2016-12-31)
  • Sharon Hanna — Trustee (departed 2022-09-19)
  • Guy Malthus — Board Chair (departed 2022-09-19)
  • Shima Grice — Committee Member (departed 2015-12-31)
  • Gavin Cairns — Committee Member (departed 2013-09-21)
  • David Paddon — Trustee (departed 2021-06-14)

Funding Sources

  • Grassroots Trust Limited — $20,000
  • Pub Charity Limited — $8,480
  • New Zealand Community Trust — $5,000

Similar Charities in Education

Alzheimer's Society Tauranga Incorporated logo
EducationTrust

Alzheimer's Society Tauranga Incorporated

CC23570Tauranga, TaurangaRegistered 29 Apr 2008
Data updated: 4 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

$822.5K

Expenses

$817.0K

Assets

$504.2K

Staff

12

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

About

Mission

To support people with dementia, their carer and their families in a way that values the person with dementia, encourages participation, and offers education and a wide range of resources.

Who We Serve

Beneficiaries
Family / whanauOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$822.5K
Total Expenses
$817.0K
Net Assets
$340.0K
Staff
12
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
3.1mo
Could operate 3.1 months with zero revenue
Low reserves
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

25
Score /100
Highly Concentrated
HHI: 7,479
High Concentration: 86% of revenue from Other
Other85.6%
Donations12.2%
Investment Income1.6%
Trading / Services0.6%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$823K
#8/133
Reserve Months
0.0
#1/133
Surplus
$6K
#87/133
Staff Cost %
86%
#133/133

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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Registration

Registration NumberCC23570
Entity TypeTrust
Registered29 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated23 May 1986
Registered office
116 Thirteenth Ave, Tauranga, 3110

Sector & Activities

Primary Sector
Education
Activities
Provides advice / information / advocacyProvides 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.