Age Concern Ashburton Incorporated — Social Services Charity in NA

Age Concern Ashburton Incorporated is a Trust charity in the Social Services sector, based in NA, NA. Annual revenue: $0.2M NZD. Financial data as at December 2025.

Mission: Working together to promote quality of life for older people

Registration Number
CC11396
Charity Type
Trust
Registration Date
2007-10-18
Status
Active
Sector
Social Services
Location
NA, NA
Email
ageconcernashburton@xtra.co.nz
Data as at
December 2025

Beneficiaries: Family / whanau, General public, Migrants / refugees, Older people, People of a certain ethnic / racial origin, People with disabilities

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.3M NZD
Net Assets
$0.2M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.1M$0.2M
2024$0.1M$0.1M$0.2M
2023$0.1M$0.1M$0.2M
2022$0.1M$0.1M$0.2M
2021$0.1M$0.1M$0.2M
2020$0.1M$0.1M$0.2M
2019$0.1M$0.1M$0.3M
2018$0.1M$0.1M$0.3M
2017$0.1M$0.1M$0.3M
2016$0.1M$0.1M$0.2M

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Jan StonyerTrustee2026-04-16
Sharon KellyTrustee2024-08-15
Jennifer PhillipsTrustee2024-02-15
Carol O'ReillyTrustee2021-04-29
Adair PethigTrustee2017-04-21
Janet OldsTrustee2016-04-22
Patricia SmallPresident2007-10-19
Dianna Margaret LeonardSecretary Manager2007-09-05

Former Officers (23)

  • Jan McClelland — President (departed 2023-10-31)
  • Jenette Jane Storrier — Patron (departed 2023-05-02)
  • Margaret Cullimore — Committee Member (departed 2023-04-21)
  • Vince Rouse — Committee Member (departed 2023-04-21)
  • Raylene Phillips — Committee Member (departed 2020-06-18)
  • Ngaire Donald — Committee Member (departed 2014-05-02)
  • Adriane Rouse — Committee Member (departed 2016-03-31)
  • Maureen Knight — Committee Member (departed 2016-03-31)
  • Joan Prendergast — Committee Member (departed 2018-03-31)
  • Barbara Kingsbury — Commitee Member (departed 2017-09-30)
  • June Burton — Committee Member (departed 2010-03-31)
  • Jeanette Tarbotton — Committee Member (departed 2024-04-12)
  • Dorothy Bovett — Committee Member (departed 2012-03-23)
  • Margaret Moore — Life Member (departed 2010-03-31)
  • Joyce Johnson — Committee Member (departed 2011-03-31)
  • Pam Shand — Committee Member (departed 2009-03-30)
  • Judith Kingsbury — Committee Member (departed 2012-03-23)
  • Rosa Bennett — Committee Member (departed 2015-05-01)
  • Anne Fleming — Committee Member (departed 2009-03-31)
  • Margaret Adams — Committee Member (departed 2014-05-02)

Funding Sources

  • The Lion Foundation — $25,000
  • Lion Foundation — $4,129

Similar Charities in Social Services

Social ServicesTrust

Age Concern Ashburton Incorporated

CC11396NA, NARegistered 18 Oct 2007
Data updated: 2 days ago
Financials9mo agoRating2d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$185.7K

Expenses

$145.3K

Assets

$296.8K

Staff

3

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

About

Mission

Working together to promote quality of life for older people

Who We Serve

Beneficiaries
Family / whanauGeneral publicMigrants / refugeesOlder peoplePeople of a certain ethnic / racial originPeople with disabilities

Key Statistics

Annual Revenue
$185.7K
Total Expenses
$145.3K
Net Assets
$207.2K
Staff
3
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
16.8mo
Could operate 16.8 months with zero revenue
Healthy
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

63
Score /100
Moderate
HHI: 3,734
Other56.0%
Trading / Services17.2%
Donations14.0%
Government Grants9.9%
Investment Income2.9%

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
$186K
#93/141
Reserve Months
0.0
#1/141
Surplus
$40K
#51/141
Staff Cost %
61%
#141/141

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC11396
Entity TypeTrust
Registered18 Oct 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated23 Mar 1987
Registered office
206 Cameron Street, Ashburton, 7700
Differs from Charities Register address (NA, NA, NA, NA). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Social Services
Activities
Provides advice / information / advocacyProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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.