Alzheimers Society Eastern Bay Of Plenty Incorporated — Health Charity in Whakatane

Alzheimers Society Eastern Bay Of Plenty Incorporated is a Trust charity in the Health sector, based in Whakatane, Whakatane. This organisation also provides funding to other charities. Annual revenue: $0.4M NZD. Financial data as at May 2025.

Mission: Provide information, education and professional support to community, individuals and families whose lives are affected by dementia. This includes comprehensive assessment, planning and problem solving, linkage to health and community services and on-going monitoring.

Registration Number
CC21607
Charity Type
Trust
Registration Date
2008-03-05
Status
Active
Sector
Health
Location
Whakatane, Whakatane
Email
administration@alzebop.org
Funder Status
Grant-making charity (society)
Data as at
May 2025

Beneficiaries: Family / whanau, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.4M NZD
Total Assets
$0.4M NZD
Net Assets
$0.3M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
8
Volunteers
0
Financial Year End
2025-05-31

Financial History

YearRevenueExpensesNet Assets
2025$0.4M$0.4M$0.3M
2024$0.4M$0.3M$0.3M
2023$0.4M$0.3M$0.3M
2022$0.3M$0.2M$0.2M
2021$0.2M$0.2M$0.1M
2020$0.2M$0.2M$0.1M
2019$0.2M$0.2M$0.1M
2018$0.1M$0.2M$0.1M
2017$0.1M$0.2M$0.1M
2016$0.1M$0.2M$0.2M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Susan CaveManager2025-10-24
Paul AllingtonTrustee2025-10-22
Judith RuiJneTrustee2024-09-23
Maria ClarkeTrustee2023-09-25
Peter HillTrustee2022-09-15
Patricia KaneTrustee2022-08-15
Jennifer DowthwaiteTrustee2019-12-20

Former Officers (35)

  • Judy Ruijne — Trustee (departed 2025-12-16)
  • Margaret Krauss — Trustee (departed 2026-02-22)
  • Jeremy Bendall — Trustee (departed 2024-05-27)
  • Bryce Sheedy — Trustee (departed 2023-09-25)
  • Patricia Morris — Trustee (departed 1922-08-15)
  • Verna Falwasser — Trustee (departed 2022-08-15)
  • Ngaire Lewis — Trustee (departed 2019-10-31)
  • Cathy de Farias — Trustee (departed 2019-12-20)
  • Fran Cacace — Trustee (departed 2018-04-26)
  • Julie Meekle — Board Memeber (departed 2019-03-09)
  • Susi Shaw — Trustee (departed 2022-08-15)
  • Gaylene Bland — Committee Member (departed 2017-10-18)
  • David Wicks — Trustee (departed 2020-11-27)
  • Betty Berghan — Committee Member (departed 2014-03-31)
  • Josie Mortensen — Committee Member (departed 2012-08-28)
  • Margaret Green — Committee Member (departed 2014-08-01)
  • Anne Keene — Committee Member (departed 2014-03-31)
  • Florence Gawn — Committee Member (departed 2011-08-06)
  • Jacquline Hughes — Committee Member (departed 2010-11-30)
  • Sally Shaw — Chair (departed 2017-10-18)

Funding Sources

  • Aotearoa Gaming Foundation — $29,078
  • Lion Foundation — $25,573
  • The Lion Foundation — $13,440
  • Pub Charity Limited — $935.4

Similar Charities in Health

FunderHealthTrustSociety

Alzheimers Society Eastern Bay Of Plenty Incorporated

CC21607Whakatane, WhakataneRegistered 5 Mar 2008
Data updated: 4 days ago
Financials31 May 2025Rating2d ago

Financial data as at May 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 →

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 7. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$396.5K

Expenses

$385.2K

Assets

$368.5K

Staff

8

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

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Bay of Plenty

About

Mission

Provide information, education and professional support to community, individuals and families whose lives are affected by dementia. This includes comprehensive assessment, planning and problem solving, linkage to health and community services and on-going monitoring.

Who We Serve

Beneficiaries
Family / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$396.5K
Total Expenses
$385.2K
Net Assets
$306.5K
Staff
8
employees
Volunteers
0

Financial Trends

Financial Trends (17 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
8.7mo
Could operate 8.7 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

21
Score /100
Highly Concentrated
HHI: 7,893
High Concentration: 88% of revenue from Other
Other88.3%
Donations9.6%
Investment Income2.1%
Trading / Services0.0%

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

Peer Comparison

Ranked against 157 peers · Health · $100K – $1M

Rating Score
0
#39/158
Revenue
$397K
#53/158
Reserve Months
0.0
#1/158
Surplus
$11K
#77/158
Staff Cost %
83%
#158/158

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Whakatane, Whakatane

Registration

Registration NumberCC21607
Entity TypeTrust
Registered5 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated31 Jul 1992
Registered office
193 195 The Strand, 1st Floor Lightning Hub, 1st Floor, Whakatane, Whakatane, 3158

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides 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.