New Zealand Anglican Church Pension Board
- Assets
- $105.2m
- Revenue
- $9.4m
- Investments
- $17.1m
- Employees
- 0
- Location
- Founding
- 10/1996
- Data as of
- 03/2022
- EIN
- 98-0160621
Organization Overview
New Zealand Anglican Church Pension Board is located in null. The organization was established in 1996. According to its NTEE Classification (Y30) the organization is classified as: Pension & Retirement Funds, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. New Zealand Anglican Church Pension Board is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE PROVISION OF RETIREMENT AND WELFARE BENEFITS TO CLERGY OF THE NEW ZEALAND ANGLICAN CHURCH
Describe the Organization's Program Activity:
Part 3 - Line 4a
CASH ACCUMULATION TOWARDS A PENSION FOR CLERGY IN SERVICE - 414 MEMBERS. PENSIONS PAID TO RETIRED CLERGY AND DEPENDENTS - 622.
GRANTS TO CLERGY AND DEPENDENTS FOR WELFARE (70 BENEFICIARIES); HEALTH (290 BENEFICIARIES); EDUCATION (10 BENEFICIARIES)
LIFE AND INCOME CONTINUANCE INSURANCE COVER FOR ORDAINED AND NON-ORDAINED CHURCH WORKERS. THERE ARE 199 PERSONS COVERED AT 31 MARCH 2022.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Simon Brodie Chief Investment Officer | 30 | $161,437 | |
Manher Sukha Investment Manager | 37.5 | $110,495 | |
Tracey Chong Chief Financial Officer | 37.5 | $100,450 | |
Margaret Bearsley Chief Executive | Officer | 40 | $76,297 |
Andrew Johnson Independent Licensed Trustee | Trustee | 5 | $16,613 |
The Very Reverend Laurence Kimberly Chairman | Trustee | 2 | $8,359 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $1,515,944 |
| Investment income | $2,955,383 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $9,410,186 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $467,295 |
| Benefits paid to or for members | $5,433,026 |
| Compensation of current officers, directors, key employees. | $169,906 |
| Compensation of current officers, directors, key employees. | $90,153 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,079,657 |
| Pension plan accruals and contributions | $53,542 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $40,773 |
| Fees for services: Accounting | $91,063 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $166,115 |
| Fees for services: Other | $59,353 |
| Advertising and promotion | $33,193 |
| Office expenses | $103,708 |
| Information technology | $78,879 |
| Royalties | $0 |
| Occupancy | $29,621 |
| Travel | $4,341 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $5,696 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $76,910 |
| Insurance | $192,589 |
| All other expenses | $0 |
| Total functional expenses | $8,126,857 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,827,416 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $180,314 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $1,505,859 |
| Investments—publicly traded securities | $84,389,853 |
| Investments—other securities | $17,123,198 |
| Investments—program-related | $187,689 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $105,214,329 |
| Accounts payable and accrued expenses | $231,070 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $231,070 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $104,983,259 |
| Total liabilities and net assets/fund balances | $105,214,329 |
Endowment Analysis
| Beg. Balance | $12,352,870 |
| Earnings | $327,160 |
| Admin Expense | $61,614 |
| Other Expense | $962,962 |
| Ending Balance | $11,655,454 |
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|---|---|---|
Joseph Rowntree Foundation | $422,657,604 | $8,163,690 |
American School Of Milan | $34,975,339 | $18,900,429 |
Shalva Israel Assoc To Relieve The Handicapped Child And Family | $89,694,654 | $19,416,096 |
Cuso International | $17,986,190 | $25,338,532 |
West Africa Rice Development Association | $23,999,248 | $19,439,683 |
Merton College | $449,219,486 | $18,363,821 |
Cooperativa De Ahorro Y Credito De Vega Alta | $355,977,126 | $21,743,565 |
Ivey Business School Foundation | $20,172,840 | $19,210,645 |
Tula Foundation | $43,438,708 | $5,288,962 |
Allgemeine Anthroposophische | $21,895,649 | $16,689,603 |
Master & Fellows Of Peterhouse | $470,069,266 | $14,639,374 |
Bermuda Institute Of Ocean Sciences Bios Inc | $48,144,596 | $11,893,948 |