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
- manager.tauranga@alzheimers.org.nz
- Data as at
- June 2025
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
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.8M | $0.8M | $0.3M |
| 2024 | $0.9M | $0.8M | - |
| 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 |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
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
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EducationTrust
Alzheimer's Society Tauranga Incorporated
CC23570Tauranga, TaurangaRegistered 29 Apr 2008
Data updated: Today
Financials9mo agoRating9h 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
$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.
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 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
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 119 peers · Education · $100K – $1M
Rating Score
0
Revenue
$823K
Reserve Months
0.0
Surplus
$6K
Staff Cost %
86%
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 NumberCC23570
Entity TypeTrust
Registered29 Apr 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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: 23 April 2026.
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