What does Abbeyfield New Zealand Incorporated do?

Abbeyfield New Zealand Incorporated is a registered New Zealand charity operating in the Health sector.

Is Abbeyfield New Zealand Incorporated a registered charity?

Yes, Abbeyfield New Zealand Incorporated is registered with Charities Services New Zealand under registration number CC23346.

What is Abbeyfield New Zealand Incorporated's annual revenue?

Abbeyfield New Zealand Incorporated reported total revenue of $5.7 million in their most recent annual return.

What is Abbeyfield New Zealand Incorporated's CharityData rating?

Abbeyfield New Zealand Incorporated has a CharityData NZ rating of B-, based on analysis of governance, financials, and transparency.

Abbeyfield New Zealand Incorporated — Health Charity in Nelson

Abbeyfield New Zealand Incorporated is a Trust charity in the Health sector, based in Nelson, Nelson. CharityData rates this charity B- (72.5/100). Annual revenue: $5.7M NZD. 1 red flag detected. Financial data as at March 2026.

Mission: "To enhance the quality of life for older people". This broad based vision encourages us to look at how we can best provide a housing choice for older people that meets their independence and life style expectations and at the same time will ensure the sustainability, growth and development of Abbeyfield-style housing.

Registration Number: CC23346
Charity Type: Trust
Registration Date: 2008-04-22
Status: Active
CharityData Rating: B- (72.5/100)
Sector: Health
Location: Nelson, Nelson
Email: office@abbeyfield.org.nz
Data as at: March 2026

Beneficiaries: Older people

Financial Summary

Total Revenue: $5.7M NZD
Total Expenses: $3.7M NZD
Total Assets: $32.5M NZD
Net Assets: $26.9M NZD
Reserve Months: 1.6 months of operating expenses
Staff Count: 4
Financial Year End: 2026-03-31

Financial History

Year	Revenue	Expenses	Net Assets
2026	$5.7M	$3.7M	$26.9M
2025	$5.8M	$3.3M	$15.8M
2024	$3.0M	$2.9M	$23.3M
2023	$2.9M	$2.7M	$23.1M
2022	$2.7M	$2.5M	$19.4M
2021	$4.0M	$2.2M	$14.4M
2020	$2.8M	$2.2M	$12.7M
2019	$4.1M	$1.9M	$12.1M
2018	$0.2M	$0.2M	$9.8M
2017	$5.1M	$1.8M	$9.5M

CharityData Rating

Overall Grade: B-
Overall Score: 72.5/100
Financial Score: 100
Governance Score: 75
Transparency Score: 85

Red Flags

Average staff compensation of $369,152 per FTE, significantly above sector average of $75,000

Board Members and Officers

Current Officers (1)

Name	Role	Appointed
Jolene Morris	Trustee	2026-07-27

Former Officers (26)

Rosalind Bassett-Black — Trustee
Carole Parker — Trustee
Ruth Seabright — Executive Officer
Paul Bishop — Trustee
Robert Bruce — Trustee
Venus Sood — Trustee (departed 2022-07-30)
Lyndon Carpenter — Trustee (departed 2020-08-01)
Venus Sood Guy — Trustee (departed 2019-03-14)
Fenn Shaw — Trustee (departed 2023-11-09)
Ailsa Shaw — Trustee (departed 2024-07-27)
Katrine Imrie — Trustee
Martin Stephenson — Trustee (departed 2017-07-29)
Susan Jenkins — Executive Officer General Secretary (departed 2024-08-21)
Simon Hayes — Chair
Peter Ladd — Trustee (departed 2018-02-14)
Terry Foster — Trustee (departed 2017-01-23)
Jenny Baldwin — Trustee (departed 2018-07-28)
June Vincent — Trustee (departed 2015-07-10)
Murray Kerr — Trustee (departed 2010-07-24)
Terrace Foster — Trustee (departed 2013-07-06)

Executive Compensation

Name	Role	Compensation	Year
Key Management Personnel (aggregate)	Executive Officer and Management Team	$236,872	2025

Reporting Group Members

Abbeyfield New Zealand Incorporated files a consolidated Annual Return jointly with 25 sibling charities:

Similar Charities in Health

Age Concern Canterbury Incorporated — Health
Ronald McDonald House Charities New Zealand Trust — Health
Bidwill Trust Hospital — Health
Te Poho o Rawiri Marae — Health
ANZUP Cancer Trials Group Limited — Health

HealthTrust

Abbeyfield New Zealand Incorporated

CC23346Nelson, NelsonRegistered 22 Apr 2008

Data updated: 4 days ago

Financials6mo agoRating2d ago

Financial data as at March 2026. Sourced from Charities Services register.

office@abbeyfield.org.nz Charities RegisterClaim this Charity

Tier 2

B-

73/100

Reduced by penalties

Financial

100

Governance

Transparency

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.

Shared trustees with reporting-group siblings
7 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 26 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

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

$5.7M

Expenses

$3.7M

Assets

$32.5M

Staff

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

Reporting group parent. Abbeyfield New Zealand Incorporated files one consolidated annual return covering 25 members. Member-level figures are not separately reported with Charities Services.

Show member charities (25)

About

Mission

"To enhance the quality of life for older people". This broad based vision encourages us to look at how we can best provide a housing choice for older people that meets their independence and life style expectations and at the same time will ensure the sustainability, growth and development of Abbeyfield-style housing.

Who We Serve

Beneficiaries

Older people

Key Statistics

Annual Revenue

$5.7M

Total Expenses

$3.7M

Net Assets

$26.9M

Staff

employees

Financial Trends

Financial Trends (18 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

1.6mo

Could operate 1.6 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

Score /100

Concentrated

HHI: 4,586

Other60.1%

Government Grants29.6%

Donations9.9%

Investment Income0.5%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score

#20/68

Revenue

$5.7M

#9/68

Reserve Months

1.6

#1/68

Surplus

$2.0M

#8/68

Staff Cost %

40%

#68/68

Top Peers in Group

Age Concern Canterbury IncorporatedA

Te Poho o Rawiri MaraeA

Ngati Hāua Iwi TrustA

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

Rating History

B-

2026

Score: 72.5

Financial: 100 | Governance: 75 | Transparency: 85

Current

2025

Score: 24.5

Financial: 60 | Governance: 75 | Transparency: 65

Rating

B-

Score: 72.5/100

Financial

100

Governance

Transparency

Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → 73 after red-flag penalties → B-.

View Full Score Breakdown

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Contact Details

Address

Nelson, Nelson

office@abbeyfield.org.nz

Registration

Registration NumberCC23346

Entity TypeTrust

Registered22 Apr 2008

StatusRegistered

View on Charities Register

Companies Office

StatusRegistered

Entity TypeIncorporated Society

Incorporated27 Jul 1992

Registered office

L1, 40 Halifax Street, Nelson, 7010

Sector & Activities

Primary Sector

Health

Activities

Acts as an umbrella / resource bodyProvides advice / information / advocacyProvides buildings / facilities / open spaceProvides 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.

Reporting Group — Consolidated Annual Return

Abbeyfield New Zealand Incorporated is one of 26 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.

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