Alzheimers Taranaki Incorporated — Education Charity in New Plymouth

Alzheimers Taranaki Incorporated is a Trust charity in the Education sector, based in New Plymouth, New Plymouth. This organisation also provides funding to other charities. CharityData rates this charity D (48.3/100). Annual revenue: $0.9M NZD. 1 red flag detected. Financial data as at March 2025.

Mission: We provide support to anyone affected by dementia in Taranaki by offering home visits, phone support, day programmes and social events for people with dementia, and support groups for carers. We also provide educational sessions to the general public, to raise awareness and understanding of dementia and to encourage a dementia friendly community.

Registration Number
CC23059
Charity Type
Trust
Registration Date
2008-04-15
Status
Active
CharityData Rating
D (48.3/100)
Sector
Education
Location
New Plymouth, New Plymouth
Email
manager.taranaki@alzheimers.org.nz
Funder Status
Grant-making charity (society)
Data as at
March 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.9M NZD
Total Expenses
$0.9M NZD
Total Assets
$1.8M NZD
Net Assets
$1.6M NZD
Reserve Months
3.2 months of operating expenses
Staff Count
17
Volunteers
1
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.9M$0.9M$1.6M
2024$1.1M$0.9M$1.6M
2023$1.0M$0.6M$1.3M
2022$1.0M$0.7M$0.9M
2021$0.7M$0.5M$0.7M
2020$0.6M$0.5M$0.5M
2019$0.7M$0.6M$0.4M
2018$0.5M$0.4M$0.2M
2017$0.4M$0.4M$0.1M
2016$0.3M$0.3M$0.1M

CharityData Rating

Overall Grade
D
Overall Score
48.3/100
Financial Score
65.5
Governance Score
75
Transparency Score
65
Program Spending Ratio
0.2%

Red Flags

  • Only 19.2% of expenses go to programs, well below acceptable standards

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Kirsten AdamTreasurer2025-09-02
Sarah FranceTrustee2021-06-23
Helen FrankManager2019-06-10
Clarence NormantonTrustee2018-06-20
Maree SchumacherTrustee2016-11-16
Maura ConaglenVice Chairperson2015-05-19
Linda WilkinsonChair2007-08-16
Dianne StokesTrustee2007-08-16

Former Officers (24)

  • Jenni Newland — Trustee (departed 2018-05-16)
  • Christine Powell — Trustee (departed 2024-07-24)
  • Jane Powell — Trustee (departed 2021-06-23)
  • Monica Jordan — Trustee (departed 2019-04-01)
  • Mary Nicholson — Trustee (departed 2016-02-17)
  • Grahame Hill — Treasurer (departed 2025-07-01)
  • Mary Chukwujama — Trustee (departed 2016-03-23)
  • Rachel Church — Committee Member (departed 2014-07-09)
  • Carole Bradshaw — Committee Member (departed 2014-07-09)
  • Jill Baker — Secretary (departed 2013-07-17)
  • Nancy Stuntz — Secretary (departed 2012-06-20)
  • Candy Fox — Trustee (departed 2019-03-31)
  • Bev Scott — Committee Member (departed 2014-07-09)
  • Leith Martin — Committee Member (departed 2012-06-20)
  • John Glass — Committee Member (departed 2017-12-20)
  • Anna Hardwick-smith — Committee Member (departed 2010-05-17)
  • Jenny Todd — Committee Member (departed 2010-05-17)
  • Lynda MacMillan — Committee Member (departed 2011-07-13)
  • Daphne Kerwood — Secretary (departed 2009-06-25)
  • Sandra Heal — Committee Member (departed 2012-06-20)

Funding Sources

  • Lion Foundation — $16,796
  • The Lion Foundation — $10,000
  • New Zealand Community Trust — $9,464
  • Aotearoa Gaming Foundation — $8,487
  • Aotearoa Gaming Foundation — $8,000
  • New Zealand Community Trust — $5,000

Similar Charities in Education

FunderEducationTrustSociety

Alzheimers Taranaki Incorporated

CC23059New Plymouth, New PlymouthRegistered 15 Apr 2008
Data updated: 4 days ago
Financials31 Mar 2025Rating2d ago

Financial data as at March 2025. Sourced from Charities Services register.

D
48/100
Reduced by penalties
Financial
66
Governance
75
Transparency
65
Revenue

$923.2K

Expenses

$880.1K

Assets

$1.8M

Staff

17

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

1 red flag identified- Review the Rating tab for details

This rating may reflect incomplete data

This charity's grade of D is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.

Funder Profile

Grantmaker

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

Funding Sectors
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Taranaki

About

Mission

We provide support to anyone affected by dementia in Taranaki by offering home visits, phone support, day programmes and social events for people with dementia, and support groups for carers. We also provide educational sessions to the general public, to raise awareness and understanding of dementia and to encourage a dementia friendly community.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$923.2K
Total Expenses
$880.1K
Net Assets
$1.6M
Staff
17
employees
Volunteers
1

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
17c
For every $1 spent, 17c reaches programs
Needs attention
Sustainability
3.2mo
Could operate 3.2 months with zero revenue
Low reserves
Fundraising Cost
$1.53
Costs $1.53 to raise each $1 in donations
High cost

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

Revenue Diversification

22
Score /100
Highly Concentrated
HHI: 7,849
High Concentration: 88% of revenue from Other
Other88.2%
Donations7.4%
Investment Income3.8%
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
48
#38/133
Revenue
$923K
#5/133
Reserve Months
3.2
#1/133
Surplus
$43K
#53/133
Staff Cost %
74%
#133/133

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

D
Score: 48.3/100
Financial
65.5
Governance
75
Transparency
65
Why this grade: Financial 66 × 40% + Governance 75 × 60% = 71 → 48 after red-flag penalties → D.
View Full Score Breakdown

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Contact Details

Address
New Plymouth, New Plymouth

Registration

Registration NumberCC23059
Entity TypeTrust
Registered15 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated20 Dec 1991
Registered office
117 Powderham St, New Plymouth, 4310

Sector & Activities

Primary Sector
Education
Activities
Provides advice / information / advocacyProvides services (e.g. care / counselling)Other - Acts an Umbrella body

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.