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
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Lee JaquesDirector2026-06-24
Teresa EdwardsDirector2026-06-24
John AdamsDirector2024-05-22
Kevin ShoreCEO2020-10-05
James van SchieDirector2019-05-15
Paul MartinDirector2018-05-24
Stephen GreyDirector2016-05-24
Jennifer GordonDirector2013-06-11
John GallagherDirector2008-05-15

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

ReligionTrust

NZCEO Finance Limited

CC21840Wellington, WellingtonRegistered 13 Mar 2008
Data updated: 3 days ago
Financials9mo agoRating2d ago

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

D
48/100
Reduced by penalties
Financial
54
Governance
65
Transparency
65

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 register
    No 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 years
    Same 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.

Revenue

$2.0M

Expenses

$2.0M

Assets

$29.6M

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.

About

Mission

Education, Catholic Integrated Schools, Financial Services

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauReligious groupsOther - All

Key Statistics

Annual Revenue
$2.0M
Total Expenses
$2.0M
Net Assets
$518.3K

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
1.2mo
Could operate 1.2 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 34 peers · Religion · $1M – $10M

Rating Score
48
#16/35
Revenue
$2.0M
#20/35
Reserve Months
1.2
#1/35
Surplus
$71K
#25/35
Staff Cost %
0%
#1/35

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

Rating History

D
2025
Score: 47.6
Financial: 54 | Governance: 65 | Transparency: 65
Current
D
2024
Score: 47.0
Financial: 72 | Governance: 55 | Transparency: 65

Rating

D
Score: 47.6/100
Financial
54.4
Governance
65
Transparency
65
Why this grade: Financial 54 × 40% + Governance 65 × 60% = 61 → 48 after red-flag penalties → D.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC21840
Entity TypeTrust
Registered13 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated2 Mar 2004
Company #1485033
Registered office
Mercy Centre, 15 Guildford Terrace, Thorndon, Wellington, 6011

Sector & Activities

Primary Sector
Religion
Activities
Provides other finance (e.g. investment funds)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.