Carter Society Incorporated — Community Development Charity in Carterton
Carter Society Incorporated is a Incorporated Society charity in the Community Development sector, based in Carterton, Carterton. CharityData rates this charity A- (89.5/100). Annual revenue: $4.3M NZD. Financial data as at March 2026.
Mission: 1. Provide high quality, homely rest home accommodation for older persons who are in need of additional support, care and attention 2. To maintain and grow a strong sense of community and belonging, through offering a range of activities and supports that assist in the development and maintenance of strong social networks, links with families and communities 3. To be an advocate for and to promote the wellbeing of older persons, through working collaboratively with other key agencies and services in Carterton, Wairarapa and Aotearoa/ New Zealand
- Registration Number
- CC34802
- Charity Type
- Incorporated Society
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- A- (89.5/100)
- Sector
- Community Development
- Location
- Carterton, Carterton
- accounts@cartercourt.co.nz
- Data as at
- March 2026
Beneficiaries: Family / whanau, Older people
Financial Summary
- Total Revenue
- $4.3M NZD
- Total Expenses
- $4.1M NZD
- Total Assets
- $15.1M NZD
- Net Assets
- $9.6M NZD
- Reserve Months
- 1.2 months of operating expenses
- Staff Count
- 70
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $4.3M | $4.1M | $9.6M |
| 2025 | $3.9M | $3.9M | $6.3M |
| 2024 | $4.1M | $3.6M | $9.9M |
| 2023 | $3.6M | $3.6M | $9.4M |
| 2022 | $3.4M | $3.0M | $9.4M |
| 2021 | $3.1M | $2.8M | $6.1M |
| 2020 | $2.7M | $2.5M | $6.2M |
| 2019 | $2.6M | $2.5M | $6.1M |
| 2018 | $2.6M | $2.2M | $4.4M |
| 2017 | $1.9M | $1.9M | $4.2M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 89.5/100
- Financial Score
- 100
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (28)
- Adrienne Walczak — Committee Member
- Steve Cretney — Committee Member
- Jill Greathead — Committee Member
- Sharon Parker — Committee Member
- Michael Ashby — Committee Member
- Russell Keys — Committee Member (departed 2019-11-26)
- Andrew Eldred — Committee Member (departed 2021-11-09)
- Colin Wright — Committee Member
- Duncan Moore — Committee Member (departed 2020-08-25)
- Annice McPherson — Trustee (departed 2015-01-27)
- Suzanne Clarke — Trustee (departed 2024-08-26)
- Bronwyn Barlass — Trustee (departed 2013-12-18)
- Peter Croft — Committee Member
- Lyn Beets — Committee Member (departed 2012-01-24)
- Rozalie Brown — Committee Member (departed 2014-06-24)
- Richard Booth — Committe Member (departed 2015-07-28)
- Pauline Tucker — Trustee (departed 2010-10-26)
- Don Horne — Trustee (departed 2011-01-25)
- Stuart Stubbs — Deputy Chairperson (departed 2009-06-30)
- Elaine Brazendale — Chair (departed 2021-11-09)
Funding Sources
- Trust House Foundation — $10,000
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
Carter Society Incorporated
Financial data as at March 2026. Sourced from Charities Services register.
Reasons to look carefully (2)
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 registerNo chair or presiding role is recorded in the register for this board of 9. 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.
- Government-funding concentration82% of latest-year revenue came from government grants — single-stream dependency
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.
$4.3M
$4.1M
$15.1M
70
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
1. Provide high quality, homely rest home accommodation for older persons who are in need of additional support, care and attention 2. To maintain and grow a strong sense of community and belonging, through offering a range of activities and supports that assist in the development and maintenance of strong social networks, links with families and communities 3. To be an advocate for and to promote the wellbeing of older persons, through working collaboratively with other key agencies and services in Carterton, Wairarapa and Aotearoa/ New Zealand
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 52 peers · Community Development · $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 History
Rating
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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. Last updated: 1 October 2026.
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