Age Concern Otago Incorporated — Social Services Charity in Dunedin
Age Concern Otago Incorporated is a Incorporated Society charity in the Social Services sector, based in Dunedin, Dunedin. Annual revenue: $0.9M NZD. Financial data as at June 2025.
Mission: Promoting wellbeing rights and dignity for Otago's older people
- Registration Number
- CC21566
- Charity Type
- Incorporated Society
- Registration Date
- 2008-03-04
- Status
- Active
- Sector
- Social Services
- Location
- Dunedin, Dunedin
- Website
- https://ageconcernotago.com
- agecon@ageconcernotago.co.nz
- Data as at
- June 2025
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $0.9M NZD
- Total Expenses
- $0.9M NZD
- Total Assets
- $10.0M NZD
- Net Assets
- $9.7M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 15
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.9M | $0.9M | $9.7M |
| 2024 | $2.2M | $1.5M | $7.9M |
| 2023 | $1.4M | $1.4M | $7.3M |
| 2022 | $1.2M | $1.2M | $7.2M |
| 2021 | $1.6M | $1.1M | $7.2M |
| 2020 | $1.2M | $1.0M | $6.7M |
| 2019 | $1.3M | $0.8M | $6.5M |
| 2018 | $0.8M | $0.7M | $6.0M |
| 2017 | $0.9M | $0.8M | $5.9M |
| 2016 | $0.8M | $0.8M | $1.3M |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Ethan Lambeth | Member | 2026-03-19 |
| Nicholas Taylor | Member | 2026-03-18 |
| Grant McKenzie | Member | 2026-02-23 |
| Claire Swift | Member | 2024-05-27 |
| Vivienne Seaton | Member | 2024-05-27 |
| Claire Ramsay | Chair | 2023-10-30 |
| Kenneth Payne | Member | 2023-10-30 |
Former Officers (26)
- Nancy Longnecker — Member (departed 2026-01-19)
- Ceri Davies — Member (departed 2025-07-28)
- Shona Cumming — Member (departed 2024-05-27)
- Christine Jasoni — Member (departed 2023-09-25)
- Shirley Walsh — Member (departed 2022-04-26)
- Debra Walters — Member (departed 2024-02-26)
- Sean Kelly — Member (departed 2023-05-03)
- Diane Cooper — Committee Member (departed 2020-03-27)
- Marie Faufisa — Dcc-Co-Opted-Member (departed 2023-05-03)
- Rosemarie Patterson — Individual (departed 2017-03-21)
- Brian McMahon — Individual (departed 2017-03-21)
- Linda Robertson — Executive Member (departed 2022-04-26)
- Dunedin City Council — Co-Opted-Executive-Member (departed 2016-12-01)
- Gill Barbazet — Executive Member (departed 2017-03-21)
- Stanley Rodger — Member (departed 2013-03-26)
- Robert Aitken — Chair (departed 2025-08-25)
- James Rodger — Executive Member (departed 2011-11-30)
- Mary Gamble — Trustee (departed 2007-03-01)
- Anthony Howie — Trustee (departed 2008-05-22)
- Bill Acklin — Board Member & Dunedin City Council Representive (departed 2011-03-22)
Funding Sources
- Aotearoa Gaming Foundation — $25,000
- Aotearoa Gaming Foundation — $22,000
- Lion Foundation — $15,000
- Lion Foundation — $10,000
- New Zealand Community Trust — $6,000
Similar Charities in Social Services
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- 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 Otago Incorporated
Financial data as at June 2025. 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 →$858.9K
$891.9K
$10.0M
15
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Promoting wellbeing rights and dignity for Otago's older people
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
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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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