Wellington Jewish Care of the Aged Society — Health Charity in Wellington
Wellington Jewish Care of the Aged Society is a Trust charity in the Health sector, based in Wellington, Wellington. CharityData rates this charity F (30/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: To aid, care for and generally to promote the welfare and health of aged or infirm Jewish persons in Wellington or elsewhere in New Zealand
- Registration Number
- CC30381
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Health
- Location
- Wellington, Wellington
- Website
- www.jewishcare.org.nz
- bjlevy@xtra.co.nz
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $2.7M NZD
- Net Assets
- $2.7M NZD
- Reserve Months
- 217.6 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.1M | $2.7M |
| 2024 | $0.2M | $0.1M | $2.6M |
| 2023 | $0.2M | $0.1M | $2.5M |
| 2022 | $0.1M | $0.4M | $2.5M |
| 2021 | $0.3M | $0.1M | - |
| 2020 | $0.3M | $0.1M | - |
| 2019 | $0.2M | $0.1M | - |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.2M | $0.1M | - |
| 2016 | $0.1M | $0.1M | - |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 217.6 months of expenses in reserves ($2.7M) — above the 18-month threshold
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HealthTrust
Wellington Jewish Care of the Aged Society
CC30381Wellington, WellingtonRegistered 30 Jun 2008
Data updated: Today
Financials9mo agoRating17h ago
Financial data as at June 2025. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$244.9K
Expenses
$149.8K
Assets
$2.7M
Staff
3
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 Fis 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
To aid, care for and generally to promote the welfare and health of aged or infirm Jewish persons in Wellington or elsewhere in New Zealand
Key Statistics
Annual Revenue
$244.9K
Total Expenses
$149.8K
Net Assets
$2.7M
Staff
3
employees
Volunteers
0
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
8
Score /100
Highly Concentrated
HHI: 9,223
High Concentration: 96% of revenue from Investment Income
Investment Income96.0%
Donations1.8%
Trading / Services1.8%
Other0.4%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 148 peers · Health · $100K – $1M
Rating Score
30
Revenue
$245K
Reserve Months
217.6
Surplus
$95K
Staff Cost %
75%
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
F
2025
Score: 30.0
Financial: 50 | Governance: 50 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC30381
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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: 22 April 2026.
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