NZCEO Finance Limited — Religion Charity in Wellington
NZCEO Finance Limited is a Trust charity in the Religion sector, based in Wellington, Wellington. CharityData rates this charity D (47.6/100). Annual revenue: $2.0M NZD. 1 red flag detected. Financial data as at December 2025.
Mission: Education, Catholic Integrated Schools, Financial Services
- Registration Number
- CC21840
- Charity Type
- Trust
- Registration Date
- 2008-03-13
- Status
- Active
- CharityData Rating
- D (47.6/100)
- Sector
- Religion
- Location
- Wellington, Wellington
- nzceooffice@nzceo.org.nz
- Data as at
- December 2025
Beneficiaries: Children / young people, Family / whanau, Religious groups, Other - All
Financial Summary
- Total Revenue
- $2.0M NZD
- Total Expenses
- $2.0M NZD
- Total Assets
- $29.6M NZD
- Net Assets
- $0.5M NZD
- Reserve Months
- 1.2 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.0M | $2.0M | $0.5M |
| 2024 | $1.5M | $1.5M | $0.4M |
| 2023 | $1.4M | $1.4M | $0.4M |
| 2022 | $1.0M | $1.0M | $0.3M |
| 2021 | $1.1M | $1.0M | $0.3M |
| 2020 | $1.3M | $1.3M | $0.3M |
| 2019 | $1.5M | $1.5M | $0.2M |
| 2018 | $1.7M | $1.6M | $0.2M |
| 2017 | $2.4M | $2.4M | $0.2M |
| 2016 | $2.7M | $2.7M | $0.2M |
CharityData Rating
- Overall Grade
- D
- Overall Score
- 47.6/100
- Financial Score
- 54.4
- Governance Score
- 65
- Transparency Score
- 65
Red Flags
- 3 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (9)
| Name | Role | Appointed |
|---|---|---|
| Lee Jaques | Director | 2026-06-24 |
| Teresa Edwards | Director | 2026-06-24 |
| John Adams | Director | 2024-05-22 |
| Kevin Shore | CEO | 2020-10-05 |
| James van Schie | Director | 2019-05-15 |
| Paul Martin | Director | 2018-05-24 |
| Stephen Grey | Director | 2016-05-24 |
| Jennifer Gordon | Director | 2013-06-11 |
| John Gallagher | Director | 2008-05-15 |
Former Officers (15)
- Stephen Lowe — Director (departed 2024-05-22)
- Graeme Roil — Director (departed 2026-06-24)
- Paul Ferris — CEO (departed 2021-05-20)
- Charles Drennan — Director (departed 2019-12-31)
- Denise Fox — Director (departed 2012-09-19)
- Virginia Noonan — Director (departed 2019-05-15)
- Michael Hanaray — Director (departed 2017-08-26)
- John Robin Butterfield — Director (departed 2013-06-11)
- David Francis Edward Harrington — Director (departed 2008-05-15)
- Peter James Cullinane — Director (departed 2015-06-23)
- Michael Chanel Finnigan — Director (departed 2012-06-21)
- Geoffrey Thomas Ricketts — Director (departed 2023-03-10)
- Reuben Williams O'Neil — Director (departed 2015-06-23)
- Mary Teresa Neazor — Director (departed 2008-05-15)
- Patrick Lynch — CEO (departed 2016-03-31)
Similar Charities in Religion
NZCEO Finance Limited
Financial data as at December 2025. Sourced from Charities Services register.
Reasons to look carefully (2)
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 registerNo chair or presiding role is recorded in the register for this board of 9. 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.
- Same audit firm for many yearsSame audit firm (Deloitte) for 9 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
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.
$2.0M
$2.0M
$29.6M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
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.
About
Education, Catholic Integrated Schools, Financial Services
Who We Serve
Key Statistics
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
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 34 peers · Religion · $1M – $10M
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
Rating
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Sector & Activities
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.
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