Abbeyfield Western Bay of Plenty Incorporated — Social Services Charity in Katikati

Abbeyfield Western Bay of Plenty Incorporated is a Trust charity in the Social Services sector, based in Katikati, Katikati. Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: The Society is established and maintained exclusively for charitable purposes (including any purposes ancillary to those charitable purposes), namely: i) relieving poverty by providing affordable housing for older people; and ii) benefitting the community by providing, managing and supervising housing and accommodation of all kinds for the relief, maintenance, support and welfare of persons who are aged, socially disadvantaged, in circumstances of social need or lonely, and in particular such older persons who seek companionship in a shared home in the local community.

Registration Number
CC57847
Charity Type
Trust
Registration Date
2020-02-28
Status
Active
Sector
Social Services
Location
Katikati, Katikati
Email
abbeyfieldwbop.chair@gmail.com
Data as at
March 2026

Beneficiaries: Older people

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.4M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.4M$0.1M
2025$0.2M$0.1M-
2024$0.2M$0.0M-
2023$0.1M$0.2M$0.1M
2022$0.1M$0.1M$0.1M
2021$0.1M$0.0M-

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Michael O'DonelllCommittee Member2026-07-30
Fiona PowellCommittee Member2026-07-30
Pauline van RijenCommittee Member2019-11-27
William RaeCommittee Member2019-11-27
Elizabeth RaeCommittee Member2019-11-27
Peter CharltonTreasurer2019-11-27
Matheus van RijenCommittee Member2019-11-27
Carole ParkerChair2019-11-27
Natasja de GraafCommittee Member2019-11-27

Former Officers (3)

  • Isabel Ford — Committee Member (departed 2026-02-28)
  • Richard Still — Committee Member (departed 2022-07-27)
  • Janet Charlton — Secretary (departed 2026-05-10)

Reporting Group Members

Abbeyfield Western Bay of Plenty Incorporated files a consolidated Annual Return jointly with 25 sibling charities:

Similar Charities in Social Services

Social ServicesTrust

Abbeyfield Western Bay of Plenty Incorporated

CC57847Katikati, KatikatiRegistered 28 Feb 2020
Data updated: 5 days ago
Financials6mo agoRating3d ago

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

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$139.5K

Expenses

$425.1K

Assets

$129.7K

Staff

3

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

Part of a reporting group. Abbeyfield Western Bay of Plenty Incorporated files its annual return under the consolidated return filed by Abbeyfield New Zealand Incorporated. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.Parent rating: B-.

About

Mission

The Society is established and maintained exclusively for charitable purposes (including any purposes ancillary to those charitable purposes), namely: i) relieving poverty by providing affordable housing for older people; and ii) benefitting the community by providing, managing and supervising housing and accommodation of all kinds for the relief, maintenance, support and welfare of persons who are aged, socially disadvantaged, in circumstances of social need or lonely, and in particular such older persons who seek companionship in a shared home in the local community.

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$139.5K
Total Expenses
$425.1K
Net Assets
$112.7K
Staff
3
employees

Financial Trends

Financial Trends (6 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
3.5mo
Could operate 3.5 months with zero revenue
Low reserves
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

36
Score /100
Concentrated
HHI: 6,435
Donations77.7%
Other19.8%
Investment Income2.3%
Trading / Services0.1%

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

Peer Comparison

Ranked against 140 peers · Social Services · $100K – $1M

Rating Score
0
#33/141
Revenue
$139K
#115/141
Reserve Months
0.0
#1/141
Surplus
$-286K
#140/141
Staff Cost %
0%
#1/141

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 0
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 0

Rating

Score: /100
Financial
0
Governance
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Katikati, Katikati

Registration

Registration NumberCC57847
Entity TypeTrust
Registered28 Feb 2020
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated6 Dec 2019
Registered office
27 Tui Place, Katikati, Katikati, 3129

Sector & Activities

Primary Sector
Social Services
Activities
Provides buildings / facilities / open space

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: 29 September 2026.