Avonlea Charitable Trust — Health Charity in Taumarunui
Avonlea Charitable Trust is a Trust charity in the Health sector, based in Taumarunui, Taumarunui. This organisation also provides funding to other charities. CharityData rates this charity B- (70.1/100). Annual revenue: $3.8M NZD. Financial data as at June 2024.
Mission: Charitable Trust for Resthome (level 4) and Hospital (level 5) residents
- Registration Number
- CC24480
- Charity Type
- Trust
- Registration Date
- 2008-05-18
- Status
- Active
- CharityData Rating
- B- (70.1/100)
- Sector
- Health
- Location
- Taumarunui, Taumarunui
- manager@avonlearesthome.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2024
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $3.8M NZD
- Total Expenses
- $3.4M NZD
- Total Assets
- $5.7M NZD
- Net Assets
- $3.4M NZD
- Reserve Months
- 2.2 months of operating expenses
- Staff Count
- 43
- Volunteers
- 0
- Financial Year End
- 2024-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $3.8M | $3.4M | $3.4M |
| 2023 | $3.2M | $3.1M | $3.0M |
| 2022 | $3.3M | $3.1M | $2.9M |
| 2021 | $3.1M | $2.9M | $2.7M |
| 2020 | $2.8M | $2.7M | $2.4M |
| 2019 | $2.5M | $2.4M | $2.4M |
| 2018 | $2.6M | $2.5M | $2.3M |
| 2017 | $2.5M | $2.3M | $2.1M |
| 2016 | $2.7M | $2.3M | $1.9M |
| 2015 | $2.4M | $2.2M | $1.5M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 70.1/100
- Financial Score
- 68
- Governance Score
- 75
- Transparency Score
- 85
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Kathy Jilesen | Trustee | 2024-05-21 |
| Peter Till | Trustee Chairperson | 2023-11-28 |
| Conor Gawith | Trustee Member | 2023-05-16 |
| Julie Poole | Trustee Member | 2016-12-02 |
| Jonathon Lane | Trustee Member | 2016-04-01 |
| Carla Benefield | Trustee Member | 2016-04-01 |
| Tony Jilesen | Trustee Member | 2014-04-01 |
| Mike Gibbs | Trustee | 2011-01-28 |
Former Officers (15)
- Annette Kirton — Trustee Member (departed 2023-11-28)
- Graeme Street — Trustee Member (departed 2022-10-18)
- Paul Rushbrooke — Trustee (departed 2016-03-31)
- Lee McAnulty — Trustee (departed 2011-07-19)
- Valerie Vernon — Trustee Member (departed 2021-10-26)
- Doreen Doolan — Trust Board Member (departed 2009-09-22)
- Erik Lei — Trustee (departed 2015-12-31)
- Heather Sears — Trustee (departed 2009-08-18)
- Jean Ross — Trustee (departed 2012-05-15)
- John Beck — Chair (departed 2013-12-31)
- Phillip Neal — Trust Board Member (departed 2010-08-30)
- John Callinan — Deputy Chairperson (departed 2011-09-02)
- Raewyn West — Trustee (departed 2015-12-31)
- Judith Ebrey — Secretary (departed 2012-12-31)
- Norman Annand — Trustee (departed 2013-12-31)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Key Management Personnel (aggregate) | Board of Trustees and Nursing Home Manager | $146,362 | 2024 |
| Board/Trustees (unpaid) | Board of Trustees | $0 | 2024 |
Service Providers
- Silks Audit
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
Avonlea Charitable Trust
Financial data as at June 2024. Sourced from Charities Services register.
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.
- Current annual return overdueThe newest annual return we hold is 27 months old — a more recent return may already be on the Charities Services register
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.
$3.8M
$3.4M
$5.7M
43
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
Going Concern Uncertainty
The auditor flagged material uncertainty about this charity's ability to continue as a going concern in the 2024 audit.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Charitable Trust for Resthome (level 4) and Hospital (level 5) residents
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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 67 peers · Health · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B-Is this your charity?
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Claim This ProfileLatest Audit
FY2024- going concern uncertainty
- bank loan repayment
- independent living units sales dependency
Contact Details
Registration
Companies Office
Sector & Activities
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: 30 September 2026.
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