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NEW ZEALAND ANGLICAN CHURCH PENSION BOARD

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Public IRS 990 nonprofit record

NEW ZEALAND ANGLICAN CHURCH PENSION BOARD

EIN 98-0160621 · Mutual & Membership Benefit (Y30Z)

What they do

The Provision of Retirement and Welfare Benefits to Clergy of The New Zealand Anglican Church

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $51.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders12 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

54.09%of revenue went to mission work51.6% of expenses · Program services
$104.82spent for every $100 of revenueSpending was higher than revenue this year.
50.73%of revenue went to management and office costs48.4% of expenses
$7.82in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $530,872 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $154,796 for SIMON BRODIE (CHIEF INVESTMENT OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$11,013,019
Mission workProgram services$5,956,72354.09% of revenue51.6% of expenses
ManagementOffice and general costs$5,587,16850.73% of revenue48.4% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$11,543,891104.82% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 51.6% mission · 48.4% management · 0.0% fundraisingTotal expenses: 104.82% of revenue
2023Expense mix: 56.2% mission · 43.8% management · 0.0% fundraisingTotal expenses: 94.74% of revenue
2022Expense mix: 36.0% mission · 64.0% management · 0.0% fundraisingTotal expenses: 630.34% of revenue
2021Expense mix: 86.8% mission · 13.2% management · 0.0% fundraisingTotal expenses: 86.36% of revenue
2020Expense mix: 87.7% mission · 12.3% management · 0.0% fundraisingTotal expenses: 22.28% of revenue
2019Expense mix: 34.4% mission · 65.6% management · 0.0% fundraisingTotal expenses: 552.12% of revenue

Money in and money out

Revenue$11,013,019
Expenses$11,543,891
Annual shortfall $530,872 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,956,723 · 51.6% of expenses
Management and office costs$5,587,168 · 48.4% of expenses
See all reported dollar amounts
Revenue$11,013,019
Expenses$11,543,891
Assets$90,257,315
Income$11,013,019
Mission work (program services)$5,956,723
Management and general$5,587,168
Executive compensation (total)$293,476
Stocks and bonds$68,543,968
Accounting fees$72,408
Investing fees$123,074
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
SIMON BRODIECHIEF INVESTMENT OFFICER · 30 hrs/week $154,796
MARGARET BEARSLEYCHIEF EXECUTIVE · 40 hrs/week $128,619
MANHER SUKHAINVESTMENT MANAGER · 38 hrs/week $109,315
TRACEY CHONGCHIEF FINANCIAL OFFICER · 38 hrs/week $101,006
ANDREW JOHNSONINDEPENDENT LICENSED TRUSTEE · 3 hrs/week $12,823
THE VERY REVEREND LAURENCE KIMBERLYCHAIRMAN · 2 hrs/week $11,858
DAVID WALLACEBOARD MEMBER · 2 hrs/week $10,969
THE REVEREND ISAAC BEACHBOARD MEMBER · 2 hrs/week $6,522
REVEREND CAROLE HUGHESBOARD MEMBER · 2 hrs/week $5,633
REVEREND MANOJ KUMARBOARD MEMBER · 2 hrs/week $4,447

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (12)

SIMON BRODIECHIEF INVESTMENT OFFICER

MARGARET BEARSLEYCHIEF EXECUTIVE

MANHER SUKHAINVESTMENT MANAGER

TRACEY CHONGCHIEF FINANCIAL OFFICER

ANDREW JOHNSONINDEPENDENT LICENSED TRUSTEE

THE VERY REVEREND LAURENCE KIMBERLYCHAIRMAN

DAVID WALLACEBOARD MEMBER

THE REVEREND ISAAC BEACHBOARD MEMBER

REVEREND CAROLE HUGHESBOARD MEMBER

REVEREND MANOJ KUMARBOARD MEMBER

MICHELLE FORSTERBOARD MEMBER

SUSAN WOLTENBOARD MEMBER

About this charity

Recognized since
January 1996
Location
WELLINGTON WELLINGTON 6144, NEW ZEALAND
In care of
Margaret Bearsley
Primary officer
Margaret Bearsley, Chief Executive

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
April 1, 2024
Return type
990
NTEE classification
Mutual & Membership Benefit (Y30Z)
IRS tax category
Pension Funds

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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