Age Concern Nelson Tasman Trust — Social Services Charity in Richmond
Age Concern Nelson Tasman Trust is a Charitable Trust charity in the Social Services sector, based in Richmond, Richmond. Annual revenue: $0.8M NZD. Financial data as at June 2026.
Mission: Age Concern Nelson Tasman creates connections and promotes wellbeing, rights, respect and dignity for older people/koroua/kuia in Nelson Tasman.
- Registration Number
- CC29439
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Social Services
- Location
- Richmond, Richmond
- manager@ageconcernnt.org.nz
- Data as at
- June 2026
Beneficiaries: Family / whanau, General public, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.8M NZD
- Total Expenses
- $0.9M NZD
- Total Assets
- $0.5M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 11
- Financial Year End
- 2026-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.8M | $0.9M | $0.3M |
| 2025 | $0.8M | $0.8M | $0.4M |
| 2024 | $0.7M | $0.8M | $0.4M |
| 2023 | $0.9M | $0.9M | $0.4M |
| 2022 | $0.6M | $0.6M | $0.4M |
| 2021 | $0.5M | $0.5M | $0.3M |
| 2020 | $0.4M | $0.4M | $0.3M |
| 2019 | $0.4M | $0.3M | $0.2M |
| 2018 | $0.3M | $0.3M | $0.5M |
| 2017 | $0.3M | $0.2M | $0.4M |
Board Members and Officers
Current Officers (9)
| Name | Role | Appointed |
|---|---|---|
| Miraka Norgate | Trustee | 2026-02-16 |
| Nicola Woodward | Manager | 2026-02-09 |
| Michael Ny | Treasurer | 2025-04-07 |
| John Collyns | Trustee | 2025-04-07 |
| Alexandra Isherwood | Trustee | 2024-11-11 |
| Robin Lee | Chair | 2024-04-02 |
| Kenneth Scoltock | Trustee | 2023-09-18 |
| Lester Oakes | Trustee | 2020-09-14 |
| Bevan Grant | Trustee | 2020-09-14 |
Former Officers (28)
- Ruby van Rooyen — Trustee (departed 2026-09-07)
- Christopher Allison — Trustee (departed 2026-07-27)
- Te Hawe Harvey Ruru — Kaumatua (departed 2025-12-10)
- Sharon Blackbeard — Trustee (departed 2023-12-11)
- Caroline Budge — Manager (departed 2025-12-22)
- Gay Northcott — Trustee (departed 2017-09-27)
- David Ashcroft — Treasurer (departed 2023-09-18)
- Robyn Lee — Secretary (departed 2023-09-17)
- Beryl Barlow — Treasurer (departed 2014-09-23)
- Charles Tyrrell — Co-Opted-Member (departed 2024-09-23)
- Jennifer Sauer — Vice Chair (departed 2020-09-14)
- Kay Chapman — Secretary (departed 2012-09-19)
- Jill Vollmer — Treasurer (departed 2010-11-10)
- Christine Borlase — Trustee (departed 2012-09-19)
- Gary Chalmers — Trustee (departed 2009-06-30)
- Shirley Mcmillan — Trustee (departed 2016-09-14)
- Charissa Mckenzie — Vice Chairperson (departed 2014-09-23)
- Ian Barker — Trustee (departed 2016-09-14)
- Helen Reynolds — Trustee (departed 2022-09-19)
- Andrew Joseph — Trustee (departed 2020-09-14)
Funding Sources
- Pub Charity Limited — $27,093.66
- Lion Foundation — $10,000
- New Zealand Community Trust — $7,002.08
- Mainland Foundation Limited — $5,000
Similar Charities in Social Services
- Kotuku Trust — Social Services
- Rauawaawa Kaumatua Charitable Trust — Social Services
- Whakaatu Whanaunga Trust — Social Services
- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
Age Concern Nelson Tasman Trust
Financial data as at June 2026. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$784.2K
$899.6K
$465.1K
11
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
Age Concern Nelson Tasman creates connections and promotes wellbeing, rights, respect and dignity for older people/koroua/kuia in Nelson Tasman.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 169 peers · Social Services · $100K – $1M
Top Peers in Group
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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.
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