The Progressive Jewish Congregation Of Auckland Trust Board — Religion Charity in Auckland
The Progressive Jewish Congregation Of Auckland Trust Board is a Trust charity in the Religion sector, based in Auckland, Auckland. Annual revenue: $0.3M NZD. Financial data as at December 2025.
Mission: Beth Shalom's vision is to be a strong vibrant community with a spriritual heart embracing Jewish life and its diversity. Beth Shalom's objects include: (a) to provide, support and maintain the assets and activities necessary to carry out the practices of the Congregation and of Progressive Judaism in general; (b) to unite Progressive Jews in Auckland and surrounding regions; (c) to further the development of Progressive Judaism; (d) to stimulate and encourage the study of Judaism, its language, history and lore; (e) to awaken an active interest in those Jews who, for one reason or another, are not participating in Jewish religious life; (f) to promote the highest interests and principles of Judaism by cooperating with other Progressive Jewish Congregations and with other sections of New Zealand Jewry in aspects of our common Judaism; (g) to promote and maintain care and concern for our Congregants; and (h) to build strong and positive relationships with the wider community
- Registration Number
- CC29542
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Religion
- Location
- Auckland, Auckland
- Website
- http://www.bethshalom.org.nz
- office@bethshalom.org.nz
- Data as at
- December 2025
Beneficiaries: Children / young people, Migrants / refugees, Older people, Religious groups
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $8.7M NZD
- Net Assets
- $8.6M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 4
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.4M | $8.6M |
| 2024 | $0.3M | $0.3M | $8.1M |
| 2023 | $0.3M | $0.3M | $8.7M |
| 2022 | $0.3M | $0.4M | $8.7M |
| 2021 | $0.3M | $0.2M | $7.3M |
| 2020 | $0.3M | $0.2M | $7.3M |
| 2019 | $0.2M | $0.3M | $7.2M |
| 2018 | $0.3M | $0.3M | $7.3M |
| 2017 | $0.3M | $0.3M | $7.3M |
| 2016 | $0.3M | $0.3M | $5.8M |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Nan Jensen | Vice President | 2026-03-29 |
| David Kranz | Trustee | 2024-04-01 |
| Tamara Liebman | Treasurer | 2024-04-01 |
| Leslie Bruell | Trustee | 2022-03-27 |
| Judith Marks | Trustee | 2019-03-31 |
Former Officers (30)
- Jennifer Livschitz — Trustee (departed 2016-03-31)
- Neil Rothbart — Trustee (departed 2018-03-31)
- Deborah Swiatek — President (departed 2020-08-30)
- Ruth Thomas — Trustee (departed 2018-03-31)
- Alison Dyson — Trustee (departed 2018-03-31)
- Mika Daniels — Vice President (departed 2026-03-29)
- Michelle Wise — President (departed 2025-03-31)
- Rachel Zussman — Honorary Secretary (departed 2022-04-01)
- David Singer — Treasurer (departed 2024-04-01)
- Olga Bernstein — President (departed 2022-03-27)
- Carol McCracken — Honorary Secretary (departed 2021-08-30)
- Shane Sampson — Treasurer (departed 2021-03-25)
- Alistair Kirk — Vice President (departed 2021-09-30)
- Arthur Berman — Trustee (departed 2023-10-31)
- John Pezaro — Trustee (departed 2022-04-20)
- Gordon Stern — Trustee (departed 2019-02-28)
- Robin Bernstein — Trustee (departed 2012-03-18)
- Terence Haffern — Committee Member (departed 2012-03-18)
- Lorna Orbell — Trustee (departed 2008-03-30)
- Aaron Cukier — Trustee (departed 2012-03-18)
Similar Charities in Religion
The Progressive Jewish Congregation Of Auckland Trust Board
Financial data as at December 2025. Sourced from Charities Services register.
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.
- Reserves high for operating sizeReserves cover ~283 months of expenses on $337K revenue — very high for an operating charity this size
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.
$337.0K
$365.9K
$8.7M
4
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Beth Shalom's vision is to be a strong vibrant community with a spriritual heart embracing Jewish life and its diversity. Beth Shalom's objects include: (a) to provide, support and maintain the assets and activities necessary to carry out the practices of the Congregation and of Progressive Judaism in general; (b) to unite Progressive Jews in Auckland and surrounding regions; (c) to further the development of Progressive Judaism; (d) to stimulate and encourage the study of Judaism, its language, history and lore; (e) to awaken an active interest in those Jews who, for one reason or another, are not participating in Jewish religious life; (f) to promote the highest interests and principles of Judaism by cooperating with other Progressive Jewish Congregations and with other sections of New Zealand Jewry in aspects of our common Judaism; (g) to promote and maintain care and concern for our Congregants; and (h) to build strong and positive relationships with the wider community
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 198 peers · Religion · $100K – $1M
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
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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: 28 September 2026.
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