Kaitaia And District Age Concern Regional Council Incorporated — Health Charity in Kaitaia

Kaitaia And District Age Concern Regional Council Incorporated is a Trust charity in the Health sector, based in Kaitaia, Kaitaia. Annual revenue: $1.1M NZD. Financial data as at March 2024.

Mission: Age Concern Kaitaia & District's aim is to support the needs of Older People living in the Far North. The Purpose of our Organisation: Our mission statement is: "Working together to promote quality of life for older people." Age Concern Kaitaia & District’s purpose is to preserve the dignity and to improve the lifestyle, health and welfare of the older person in the Far North who are in need. To obtain and circulate information relevant to aging, and in particular information pertaining to the promotion of the lifestlye, good health and welfare of older people. To act in an advisory capacity on behalf of the older people of the Far North and to liaise with other agencies, businesses, community groups, government departments, and our National Council ( Age Concern New Zealand). To actively promote positive attitudes towards older people and the ageing process. To promote roles and opportunities for the active participation of older people in all aspects of community life and pe

Registration Number
CC11089
Charity Type
Trust
Registration Date
2007-09-12
Status
Active
Sector
Health
Location
Kaitaia, Kaitaia
Email
ageconcernkta@xtra.co.nz
Data as at
March 2024

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

Financial Summary

Total Revenue
$1.1M NZD
Total Expenses
$1.0M NZD
Total Assets
$0.9M NZD
Net Assets
$0.6M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
9
Volunteers
5
Financial Year End
2024-03-31

Financial History

YearRevenueExpensesNet Assets
2024$1.1M$1.0M$0.6M
2023$1.0M$1.1M$0.5M
2022$0.8M$0.6M$0.5M
2021$0.7M$0.4M$0.4M
2020$0.4M$0.3M$0.1M
2019$0.3M$0.3M$0.0M
2018$0.3M$0.2M$0.1M
2017$0.2M$0.2M$0.0M
2016$0.2M$0.1M$-0.0M
2015$0.1M$0.2M$-0.0M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Merlyn SomervilleCommittee Member2023-06-15
Lesley HoggardCommittee Member2021-06-17
Anjenette HeffernanCommittee Member2020-11-19
David PriceTreasurer2018-07-19
John SomervilleCommittee Member2015-06-18
Gloria AustinPresident2012-06-21
Julie MoebusManager / Secreatary2012-03-19

Former Officers (25)

  • Annette Corrigan — Committee Member (departed 2018-12-12)
  • Ingrid Wilkinson — Committee Member (departed 2020-08-11)
  • Cathy Holland — Committee Member (departed 2018-06-07)
  • Mary Arnold — Committee Member (departed 2023-06-16)
  • Marion Skill — Committee Member (departed 2022-01-31)
  • Gayle Hill — Committee Member (departed 2017-07-14)
  • Price Pauline — President (departed 2017-11-27)
  • Jenny Williams — Committee Member (departed 2014-09-15)
  • Betty Donnelly — Committee Member (departed 2013-06-21)
  • Glenis Hill — Secretary (departed 2013-02-13)
  • Heather Donkers — Vice President (departed 2013-02-13)
  • Neil Fyfe — President (departed 2012-09-12)
  • Tony Corrigan — Committee Member (departed 2013-03-15)
  • Ronald Hallett — Committee Member (departed 2013-08-22)
  • Susan Wintraecken — Committee Member (departed 2013-06-21)
  • Chantelle Bryan — Committee Member (departed 2013-03-18)
  • Jocelyn Wallace — Committee Member (departed 2016-06-16)
  • Margaret Dean — Treasurer (departed 2011-06-16)
  • David McGregor — Committee Member (departed 2013-06-21)
  • David Senior — Committee Member (departed 2014-09-12)

Funding Sources

  • Foundation North — $85,000
  • Pub Charity Limited — $77,000
  • Foundation North — $70,706
  • Foundation North — $50,000

Similar Charities in Health

HealthTrust

Kaitaia And District Age Concern Regional Council Incorporated

CC11089Kaitaia, KaitaiaRegistered 12 Sept 2007
Data updated: 3 days ago
Financials31 Mar 2024Rating3d ago

Financial data as at March 2024. 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.

  • Current annual return overdue
    The newest annual return we hold is 30 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.

Revenue

$1.1M

Expenses

$1.0M

Assets

$856.7K

Staff

9

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

Age Concern Kaitaia & District's aim is to support the needs of Older People living in the Far North. The Purpose of our Organisation: Our mission statement is: "Working together to promote quality of life for older people." Age Concern Kaitaia & District’s purpose is to preserve the dignity and to improve the lifestyle, health and welfare of the older person in the Far North who are in need. To obtain and circulate information relevant to aging, and in particular information pertaining to the promotion of the lifestlye, good health and welfare of older people. To act in an advisory capacity on behalf of the older people of the Far North and to liaise with other agencies, businesses, community groups, government departments, and our National Council ( Age Concern New Zealand). To actively promote positive attitudes towards older people and the ageing process. To promote roles and opportunities for the active participation of older people in all aspects of community life and pe

Who We Serve

Beneficiaries
Family / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$1.1M
Total Expenses
$1.0M
Net Assets
$565.7K
Staff
9
employees
Volunteers
5

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
9.6mo
Could operate 9.6 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

13
Score /100
Highly Concentrated
HHI: 8,696
High Concentration: 93% of revenue from Other
Other93.1%
Donations5.1%
Investment Income1.4%
Trading / Services0.3%

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

Rating Score
0
#39/68
Revenue
$1.1M
#66/68
Reserve Months
0.0
#1/68
Surplus
$57K
#46/68
Staff Cost %
0%
#1/68

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
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Kaitaia, Kaitaia

Registration

Registration NumberCC11089
Entity TypeTrust
Registered12 Sept 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated24 Sept 1993
Registered office
16 Commerce Street, Kaitaia, 0410

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyProvides 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: 29 September 2026.