Sisters Of St Joseph of the Sacred Heart (NZ) Trust BoardReligion Charity in Auckland

Sisters Of St Joseph of the Sacred Heart (NZ) Trust Board is a Trust charity in the Religion sector, based in Auckland, Auckland. CharityData rates this charity A- (89.5/100). Annual revenue: $2.2M NZD. Financial data as at June 2025.

Mission: We, the Congregation of the Sisters of Saint Joseph of the Sacred Heart are approximately 520 Sisters living and ministering within Regions throughout Australia, New Zealand, Ireland, Peru, Timor Leste and Brazil. The congregation, also known as Josephites, is a religious institute founded in 1866 at Penola in South Australia by Reverend Julian E Tenison Woods and Mary MacKillop, Saint Mary of the Cross. The Josephites undertake charitable and apostolic works of the Catholic Church in diverse social services for those who are most in need. We are Women of Earth grounded in Mission, acting on new possibilities that will heal, include, untether, set right and serve.

Registration Number
CC22358
Charity Type
Trust
Registration Date
2008-03-31
Status
Active
CharityData Rating
A- (89.5/100)
Sector
Religion
Location
Auckland, Auckland
Email
NZAdmin@sosj.org.au
Data as at
June 2025

Financial Summary

Total Revenue
$2.2M NZD
Total Expenses
$1.5M NZD
Total Assets
$15.4M NZD
Net Assets
$13.9M NZD
Reserve Months
110.4 months of operating expenses
Staff Count
36
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$2.2M$1.5M$13.9M
2024$2.4M$3.1M$13.5M
2023$2.1M$2.4M$16.5M
2022$2.4M$2.0M$16.6M
2021$2.3M$2.0M$13.2M
2020$2.6M$2.3M$15.9M
2019$4.7M$5.7M$16.5M
2018$2.7M$1.6M$15.5M
2017$2.9M$2.7M$15.5M
2016$6.2M$3.0M$16.2M

CharityData Rating

Overall Grade
A-
Overall Score
89.5/100
Financial Score
100
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (25)

  • Clare McGivernTrustee
  • Colleen WoodcockTrustee (departed 2026-02-28)
  • Sian OwenTrustee
  • Ada MaramaTrustee
  • Louise ShanlyTrustee
  • Clementine NeunzerlingTrustee (departed 2024-05-25)
  • Christina NeunzerlingTrustee (departed 2020-06-05)
  • Katherine LesterTrustee (departed 2023-02-07)
  • Yvonne MunroTrustee (departed 2023-03-19)
  • Carol WhiteTrustee
  • Jacob VermontTrustee (departed 2022-03-01)
  • Moya CampbellTrustee
  • Patricia GillardTrust Board Member (departed 2019-06-01)
  • Elizabeth HickeyTrust Board Member (departed 2022-03-01)
  • Ann NevenChair (departed 2020-03-19)
  • Margaret MoloneyTrustee (departed 2017-03-01)
  • Marie SkidmoreTrustee (departed 2017-03-01)
  • Lynette StablerTrustee (departed 2016-06-30)
  • Denise BrosnanTrustee (departed 2016-06-30)
  • Annette ArnoldTrustee (departed 2020-03-19)

Similar Charities in Religion

ReligionTrust

Sisters Of St Joseph of the Sacred Heart (NZ) Trust Board

CC22358Auckland, AucklandRegistered 31 Mar 2008
Data updated: 1 Sept 2026
Financials30 Jun 2025Rating17h ago

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

A-
90/100
Financial
100
Governance
65
Transparency
65

Reasons to look carefully (1)

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 designated
    Board of 8 with no chair designated on the register

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

$2.2M

Expenses

$1.5M

Assets

$15.4M

Staff

36

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

About

Mission

We, the Congregation of the Sisters of Saint Joseph of the Sacred Heart are approximately 520 Sisters living and ministering within Regions throughout Australia, New Zealand, Ireland, Peru, Timor Leste and Brazil. The congregation, also known as Josephites, is a religious institute founded in 1866 at Penola in South Australia by Reverend Julian E Tenison Woods and Mary MacKillop, Saint Mary of the Cross. The Josephites undertake charitable and apostolic works of the Catholic Church in diverse social services for those who are most in need. We are Women of Earth grounded in Mission, acting on new possibilities that will heal, include, untether, set right and serve.

Key Statistics

Annual Revenue
$2.2M
Total Expenses
$1.5M
Net Assets
$13.9M
Staff
36
employees
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

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

22
Score /100
Highly Concentrated
HHI: 7,768
High Concentration: 87% of revenue from Donations
Donations87.2%
Other12.8%

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

Peer Comparison

Ranked against 41 peers · Religion · $1M – $10M

Rating Score
90
#2/42
Revenue
$2.2M
#12/42
Reserve Months
110.4
#1/42
Surplus
$718K
#13/42
Staff Cost %
0%
#1/42

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

Rating

A-
Score: 89.5/100
Financial
100
Governance
65
Transparency
65
Why this grade: Financial 100 × 40% + Governance 65 × 60% = 79 → A-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC22358
Entity TypeTrust
Registered31 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated27 Dec 1955
Registered office
30 Holgate Road, Kohimarama, Auckland

Sector & Activities

Primary Sector
Religion

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: 11 September 2026.