Kerikeri Retirement Village Limited — Community Development Charity in Kerikeri
Kerikeri Retirement Village Limited is a Trust charity in the Community Development sector, based in Kerikeri, Kerikeri. CharityData rates this charity A- (89.5/100). Annual revenue: $11.2M NZD. Financial data as at June 2025.
Mission: To provide residential care, accommodation, daycare and any other associated services for the aged population of the communities of Kerikeri and the Bay of Islands. To enable the best possible life for those in our village and our community.
- Registration Number
- CC55403
- Charity Type
- Trust
- Registration Date
- 2018-05-16
- Status
- Active
- CharityData Rating
- A- (89.5/100)
- Sector
- Community Development
- Location
- Kerikeri, Kerikeri
- gaylene@kerikerivillage.co.nz
- Data as at
- June 2025
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $11.2M NZD
- Total Expenses
- $10.8M NZD
- Total Assets
- $95.7M NZD
- Net Assets
- $43.3M NZD
- Reserve Months
- 2.0 months of operating expenses
- Staff Count
- 150
- Volunteers
- 1
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $11.2M | $10.8M | $43.3M |
| 2024 | $10.6M | $10.6M | $42.7M |
| 2023 | $9.6M | $10.1M | $39.1M |
| 2022 | $8.4M | $8.9M | $34.7M |
| 2021 | $7.6M | $7.5M | $32.0M |
| 2020 | $7.6M | $7.0M | $25.4M |
| 2019 | $30.6M | $6.7M | $24.3M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 89.5/100
- Financial Score
- 100
- Governance Score
- 65
- Transparency Score
- 85
Board Members and Officers
Current Officers (9)
| Name | Role | Appointed |
|---|---|---|
| Monique Hawker | CEO | 2026-01-19 |
| Catherine Donley | Director | 2025-01-23 |
| Stephen Soufflot | Director | 2024-11-28 |
| Jillian Iti | Director | 2024-11-28 |
| Kylie Mooney | Director | 2023-11-23 |
| Barbara Imlach | Director | 2021-10-29 |
| ajit balasingham | Director | 2021-01-25 |
| Brent Hewitt | Director | 2018-06-28 |
| Vicki Douglas | Director | 2018-05-24 |
Former Officers (8)
- Hilary Sumpter — Chief Executive (departed 2025-08-21)
- Paula Baker — Director (departed 2024-07-25)
- David Hansen — Director (departed 2023-01-26)
- Richard Aston — Director (departed 2022-01-31)
- Angela Sanson — Director (departed 2021-04-22)
- Kevin Hall — Director (departed 2020-10-30)
- Michael Simm — Director (departed 2021-10-28)
- Suzanne Brocx — Director (departed 2024-11-28)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Key Management Personnel (aggregate) | Board of Directors and Senior Management Team | $760,974 | 2024 |
| Key Management Personnel (aggregate) | Board of Directors and Senior Management Team | $760,974 | 2025 |
| Key Management Personnel (aggregate) | Board of Directors and Senior Management Team | $760,974 | - |
| Board/Trustees (Directors Fees) | Board Members | $79,179 | 2024 |
| Board/Trustees (Directors Fees) | Board Members | $79,179 | 2025 |
| Board/Trustees (Directors Fees) | Board Members | $79,179 | - |
| Catherine (Kate) Donley | Director | - | 2025 |
| Suzanne Brocx | Director | - | 2025 |
| Stephen Soufflot | Director | - | 2025 |
| Barbara Imlach | Board Member | - | 2024 |
| Paula Baker | Director | - | 2025 |
| Jillian Iti | Director | - | 2025 |
| Barbara Imlach | Director | - | 2025 |
| Ajit Balasingham | Chairperson | - | 2024 |
| Ajit Balasingham | Chairperson | - | 2025 |
| Kylie Mooney | Deputy Chairperson | - | 2025 |
| Brent Hewitt | Director | - | 2025 |
| Vicki Douglas | Board Member | - | 2024 |
| Paula Baker | Trustee/Board Member | - | 2024 |
| Kylie Mooney | Board Member | - | 2024 |
| Vicki Douglas | Director | - | 2025 |
| Brent Hewitt | Board Member | - | 2024 |
| Suzanne Brocx | Deputy Chairperson | - | 2024 |
Funding Sources
- Pub Charity Limited — $13,889
Major Funders and Contracts (FY2025)
As disclosed in Kerikeri Retirement Village Limited's annual report.
- Brendan Murray Construction 2019 Limited — $6,100,000 — Construction of Kerikeri Retirement Village Community Centre
Service Providers
- BDO
- ANZ Bank of New Zealand Ltd
- ANZ Bank of New Zealand Ltd
- Lane Neave
- Lane Neave
Similar Charities in Community Development
- Bays Community Housing Trust — Community Development
- Rangiura Trust Board — Community Development
- MPHS Community Trust — Community Development
- Otangarei Papakainga Limited — Community Development
- Community Of Refuge Trust — Community Development
Kerikeri Retirement Village Limited
Financial data as at June 2025. 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.
- Same audit firm for many yearsSame audit firm (PKF Goldsmith Fox Audit Limited) for 5 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
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.
$11.2M
$10.8M
$95.7M
150
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To provide residential care, accommodation, daycare and any other associated services for the aged population of the communities of Kerikeri and the Bay of Islands. To enable the best possible life for those in our village and our community.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (7 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 5 peers · Community Development · $10M – $50M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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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: 28 September 2026.
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