ALLERGY NEW ZEALAND ANNUAL REPORT 2019-2020 ALLERGY NEW ZEALAND

CLICK HERE TO GO BACK TO CONTENTS 15 13 14 07 28 05 04 Annual Report 2019-2020 | 3 Allergy New Zealand Treasurer’s Report Treasurer’s Financial Statements Auditor’s Report to our Supporters Thanks CEO Report CEO People in the Organisation Contents the Chair Message from Our Vision: a world no longer allergies where of life quality affect Our Mission: to enhance the health and well people living being of by sharing with allergies and knowledge current expertise and leading positive change through and being a strong voice. national credible

Thanks to our supporters and sponsors and supporters to our Thanks Annual Report 2019-2020 2 | Allergy New Zealand THE TEAM It has been another huge year for our staff, volunteers and all People in the the people who come together at different times of the year and on different projects to support Allergy New Zealand. Organisation They have delivered a strong financial result in extraordinary circumstances to set Allergy New Zealand up for an exciting 2021. However a lot of our organisation’s THE BOARD OF THE NATIONAL visible presence is experienced by allergy sufferers directly TRUSTEES 2019-2020 SUPPORT NETWORK Message from from the quiet, consistent work of our national volunteer Jilesh Mistry, Chairman REGIONAL network. It has been very challenging this year to maintain COORDINATORS Dot Louie, Vice Chairperson Jilesh Mistry connections and I know Mark and his team are conscious Sue Devaliant, Northland of that. We all hope that next year the hold of the pandemic Matt Coulter, Treasurer Elizabeth Brown, the Chair lessens and eases that sense of isolation. Kristen De Monchy, Secretary Auckland West The other, often invisible, area of effort is the advocacy Kimberley Madden-Snoad, work that Penny Jorgensen tirelessly drives. Again Penny DIRECTORS: Auckland South has pulled off miracles and disappeared down rabbit holes Hemant Lad Anna Mosley, Tauranga elcome to the Annual Report of Allergy families in our allergy community – access and affordability that only she could navigate, to reappear again triumphant. Delwyn Robinson, Tauranga New Zealand for the 2020 financial year. of adrenaline auto-injectors. Covid-19 has meant Penny has had to work from home, THE MEDICAL Simone Antcliff, Tauranga W Allergy New Zealand has had a very successful If Allergy New Zealand could provide free access adopt new technologies and sustain our influence across AND SCIENTIFIC Claire Eveleigh, Wellington and eventful 12 months and I’m pleased to report that the to this life saving device, they could deliver a tangible numerous environments and platforms. Whether it is ADVISORY PANEL organisation is in good heart and improving financial health. benefit to our allergy community, while at the same time comforting a distressed allergy parent over the phone Wendi Turner, Nelson Associate Professor The 5 Year Board Strategic Plan (refer Page 6) has demonstrating how cheap and easy it would be for the or advising a meeting room of MPI executives via Zoom, Rohan Ameratunga Barbara Britten, Christchurch again established our criteria for assessing the numerous government/Pharmac to achieve, if they elected to fund she projects credibility, warmth and consistency. We are Dr Andy Baker Haley Ng, Timaru opportunities and ongoing projects that Mark and his team the EpiPen® themselves. Ie zero extra cost of distribution. tremendously lucky to enjoy her wholehearted support, Dr Shannon Brothers Wendy Jenkins, Invercargill have put up for consideration during the year. It is a key We were fortunate to secure funding of $300,000 from Pub knowledge and dedication. Pauline Brown Erin Martin, Dunedin governance document for us and has inspired us to further Charity who supported Allergy NZ to deliver on this initiative. Although Allergy NZ’s successes are always the result improve the best way we as a Board can support the strong As hoped for, it has been a game-changer. While of a large teams’ efforts, Mark and Penny are central to Jenny Heyward outcomes that our organisation continues to produce. delivering towards all 3 of our core 5 Year Strategies, it has ensuring they happen. I, on behalf of the Board would Dr Diana Purvis LIFE MEMBERS I would like to acknowledge the efforts and teamwork generated additional benefits. Mark reports in more detail like to take this opportunity to thank them for all the effort Anna Richards Carmela Maplesen of my fellow Board members who have enjoyed working on the FundaPen™ success in his CEO report, but in short: they put in to delivering on our Mission each year: Dr Richard Steele Carolyn Sutherland together despite some extraordinary times this year. We • Nearly 3,000 New Zealanders at risk of anaphylaxis ‘To enhance the health and wellbeing of people living Dr Kuang Hsaio Dan Williams welcomed Kristen just before our AGM last year and received a free EpiPen® with allergies by sharing current knowledge and expertise Dr Rebekah Wilson Dorothy Spencer she has more than delivered in her role as Secretary, • 1,100 general practices and all of NZ’s Primary Health and leading positive change through being a strong and Dr Maia Brewerton Helena & Luke Merson her experience of living with allergies and as a volunteer Organisations were made aware that FundaPen™ was credible national voice for our members’. Dr Anna Gilmour Jill MacFarlane assisting Mark and Penny with strong connections and created and coordinated by Allergy New Zealand for The Board sincerely appreciates their passion. Peter and Lisa Aish network opportunities. The Board is significantly stronger the benefit of their patients Dr Peter Storey for her contributions. • More than 100,000 hits were made to our Facebook MEMBERSHIP Margaret Wong Likewise I know that our team has benefited from page in the 48 hours following launch Research from our network of international allergy charities HONORARY Marie & Mike Gaudin Matt Coulter’s financial knowledge and broad experience • NZ’s allergy clinical networks unanimously supported inspired Mark to propose reviewing our membership model ACCOUNTANT Mark Coyle with the charity sector in New Zealand. He has provided the FundaPen™ program and urged their respective last year. I am pleased to report that since making it free Scott Browne — Browne’s Natalie Lloyd Chartered Accountants significant time and rigour to our financial governance DHBs to get involved. to join Allergy New Zealand at our AGM last year, we have Ros Campbell and his critical risk assessment of opportunities is • Despite a national measles epidemic, EpiPen® supply experienced a surge in new members and I welcome all Sandra Sheard much appreciated. issues and multiple lockdowns it only took 9 months to those who have joined over the last 12 months. HONORARY Greg and Sara-Jane Murison Also to Dot for her years of loyal service to Allergy NZ exhaust our FundaPen™ supply. The more members of the allergy community that we LAWYER in so many roles and for the significant commercial and The message to everyone involved was clear. We represent , the more compelling Allergy New Zealand can Alexandra Sharman Sue Cochrane operational experience that Hemant brings to the team. had demonstrated the size of an unmet need. We had be as a national voice for allergies. Val Gillanders Working as a team in isolation has tested all of us and demonstrated the apparent ease with which an existing So please spread the word and encourage the allergy VOLUNTEERS Penny Jorgensen despite the obvious challenges of not being able to operate health system could deliver a highly valued benefit. We community and others to join and support us to make Penny King Sir Peter Leitch as we normally would in our communities, I can report that had demonstrated that everyone involved from the public positive change happen. Isabella Murison Dr Jan Sinclair Allergy New Zealand has still managed to have a significant health system in delivering FundapPen™ understood the Allergy New Zealand needs your support to grow – to Mikayla Madden-Snoad Dr Penny Fitzharris positive impact on the quality of lives of New Zealanders need and supported it without hesitation. effect those changes! living with allergies. The next challenge for the team is to deliver that And many others who have helped in countless ways. message as an invitation to Government and Pharmac to HEAD OFFICE FUNDAPEN™ work together with us to resolve the current burden that Mark Dixon A corner stone of extending our national reach this year our allergy families carry on their own. Penny Jorgensen has been the FundaPen™ project. Mark and his team The Board is fully behind this initiative and the Jilesh Mistry Penny King presented a concept to highlight the plight of many momentum it has created. Chair, Allergy NZ

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4 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 5 Allergy New Zealand: Strategy to 2024 1. BEST PRACTICE MEDICAL/CLINICAL TREATMENT: OBJECTIVE: Best practice medical advice, prevention, management and MISSION treatment services are accessible to all people living in New Zealand with allergies To improve the Health Professionals Definitely undertake quality of life • Health professional education programme workshops, articles in publications, for people living handout packs, advocacy, networking with medical bodies. CEO • Monitoring of health services from a patient perspective with allergies in – advocacy and patient rights New Zealand • Establish alliances with other non for profits working in associated conditions Mark Dixon (e.g. asthma, eczema) Report Agreed as priority but only fully undertaken if funding and climate favourable • Expand to more doctors, awareness campaign, surveys of patient experience VALUES • Promote and advocate for early intervention strategies, immunotherapy funding. • Evidence-based

• Integrity 2. LIVING SAFELY AND WELL INTRODUCTION local communities and apart from living with allergies • Compassion OBJECTIVE: Best practice advice for self-management of allergies is This year started with a refreshed vigour and enthusiasm themselves, they provide a lot of the ‘intel’ which shapes accessible to all people living in New Zealand with allergies and despite the onset of a measles epidemic, global the way we plan things nationally. FundaPen™ was to EpiPen® supply issues and Covid-19, Allergy New Zealand be no exception. We worked the project into shape and People living with allergies has its head down and a dust cloud behind it all the way. waited until our national volunteer conference in Auckland Definitely undertake We started the year with fresh faces around the Board to share our news and plans with them. Although always table at our last AGM and the positive momentum has genuinely positive about anything that will improve the lives • Up-to-date, evidence-based information resources. Website, 0800 freephone, just kept on rolling. of allergy sufferers, they were generous with their feedback CONTEXT AND displays, mainstream media, support network RATIONALE • New website We have just completed our first year of five using and refinements and after the conference we went back Allergy New Zealand’s 2024 the 5 Year Board Strategy to 2024 to guide our Board, to the drawing board! Priority to look for resources and undertake Strategy recognizes: Management and Operational decisions. I have reproduced I want to acknowledge the value of that collaboration • The organization needs to be • Digitise Allergy Today or consider alternatives it on Page 6 as a foundation document for all our and the subtle changes to the project that ultimately reinvigorated • Facilitate supportive relationships between peers, train local contacts and stakeholders. contributed to its success. Although we have not had • Food and environmental allergies, facilitators. As introduced briefly at our AGM last year, by far the the chance to meet as a team in person this year due as well as asthma and eczema are Agreed as priority but only fully undertaken if funding and climate favourable biggest influence strategically and operationally in the last to Covid-19 restrictions, their local knowledge of our often comorbid — outcomes can year has been our FundaPen™ initiative. This opportunity members’ challenges and their own first-hand experience • Surveys on needs and experience be improved by recognizing these engaged all elements of our business environment – are always available and freely given to Allergy New interdependences and relationships. internal and external – and at times stretched our capacity Zealand. We are very grateful – thank you all! • The need to work with all 3. SAFE ENVIRONMENT FOR PEOPLE WITH ALLERGIES to bursting. The outcomes have been tremendous though Despite the ongoing pressure that Covid’s economic stakeholders in terms of delivering on our core Board Strategies and I will disruption has bought to all our growing group of sponsors • The need to prioritize on outcomes OBJECTIVE: Environments where people with allergies can participate share them with you later in this report. and partners, we were thrilled that 100% of them once that have the greatest positive equally in all aspects of life in New Zealand We are lucky to have a network of dedicated volunteers again renewed their commitment to Allergy New Zealand’s impact on people affected throughout the country who keep our Auckland feet on work this year. Their ongoing support allows us to grow our by allergies Definitely undertake the ground. They each give us an essential lens on their impact on behalf of our members and we are continually General public • News media engagement. looking for ways to share that value back with them. So The strategic focus going forward • Allergy awareness campaigns — e.g. Allergy Week please check out Page 2 and Page 13 of this publication includes giving priority to meeting and support those that support Allergy New Zealand. Policy makers • Engage with government and respond to requests regarding policy our objectives: We have always understood that our credibility is • Best practice medical advice, Priority to look for resources and undertake essential for us to be an effective advocate for the allergy prevention, management and Policy makers • Fuller engagement with policy development community. We take that responsibility very seriously. treatment services are accessible We retain a Medical Panel made up of the leading Education & • Develop and update guidelines for ECEs, schools, workplaces to all people living in New Zealand Workplace • Develop and update guidelines. Articles for publication clinical specialists and healthcare professionals in New with allergies Health & Safety Zealand, and Penny Jorgensen and her volunteer team • Best practice advice for self- do a fantastic job of ensuring we are always across the Food • Respond to requests for education management of allergies is latest developments in evidence-based research. Her Manufacturing • Training and education programmes. Articles for publication accessible to all people living in regular engagement with our clinical network groups and & Hospitality New Zealand with allergies their willingness to inform, support and peer-review our • Environments where people with Agreed as priority but only fully undertaken if funding and climate favourable education programmes is much appreciated. allergies can participate equally in Policy Makers • Public health and environmental policies to prevent TVNZ – Mark addresses the similarities between hayfever all aspects of life in New Zealand allergic disease and Covid-19 symptoms – if in doubt, see your GP.

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6 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 7 Lydia and Danika outside their Queenstown Pharmacy (online, they are www.AllergyPharmacy.co.nz)

Covid-19 has featured heavily in all our lives this year FUNDAPEN™ highlighted by publicity attracted to the program. That ‘can-do’ attitude was critical and really and we have experienced a significant increase in We were thrilled to be successful with an application The news that carrying an EpiPen® allowed your allergy demonstrated to us the overwhelming support for inbound calls/emails because of the added anxiety for funding to Pub Charity last year. They supported friends or families to access and enjoy fresh experiences EpiPen® to be funded like any other essential medicine. and fear generated by the unknowns associated with this an initiative to disrupt and bring attention to the plight with you, was a common thread in the feedback we Although Covid-19 circumstances have severely pandemic. Typical allergy symptoms caused by allergic of individuals and families who are advised to carry an received from non-allergic supporters. impacted our funding landscape and this first run of rhinitis and dustmite allergy are unfortunately difficult for EpiPen®. Their donation of $300,000 was applied to the FundaPen™ is over, we are confident the momentum the members of the public and sufferers to discern from gifting of free EpiPen® nationally to prescriber-diagnosed We formed a FundaPen™ stakeholder team who created by FundaPen™ will allow us to re-visit it in coronavirus symptoms. patients for as long as the funding lasted. were excited and supportive of our concept straight the future. Our advice has been consistent – if in doubt, please We called the initiative, FundaPen™ (thanks to one of away. I would like to acknowledge Procare, Danika and And as I stated recently in our Media Release … see your GP and follow their advice. our members!) and at the end of 9 frantic months, nearly Lydia of www.AllergyPharmacy.co.nz, Mylan NZ, the team “We have received so much support for FundaPen™ Although Covid-19 has presented some challenges, 3,000 individuals or families received free FundaPens™ at Priority Communications and of course Pub Charity from prescribers and the allergy community, it has re- our Allergy New Zealand team have coped well and as a result of the program. for the support of FundaPen™. They all provided a huge energised our push for adrenaline auto-injectors to be I am looking forward to carrying significant momentum Initially inspired with Pub Charity’s confidence in us, amount of pro bono advice and resource that ensured government funded.” said Dixon. “In Australia, people into 2021. we quickly realised how challenging it was to ‘give away’ FundaPen’s™ success. who are at risk of anaphylaxis, are now eligible for two $300,000 worth of EpiPens®, fairly and responsibly and We initially planned a media launch at Auckland’s funded adrenaline auto- injectors each year. In this OUR BOARD at least cost. We needed to apply every cent of that Starship Hospital in October last year. Unfortunately a country, none are funded, and the speed at which the Allergy New Zealand is fortunate to continue to attract donation to the purchase of EpiPens® & then gift them rampant measles epidemic cancelled that possibility free EpiPens were taken up under FundaPen™, Board members of the integrity and calibre of our current to the allergy community. and we instead launched online early in November 2019. demonstrates to us that there is significant unmet need.” volunteers. With their oversight and constructive guidance We made a decision to limit the initial release of “We would love to work with the government and we have delivered a nation-wide gamechanger in the Strategically we felt that FundaPen™ ticked a lot of boxes. FundaPen™ to 500 children (U18) of vulnerable allergy Pharmac to find a way to fund this lifesaving medicine. form of FundaPen™. • It had the potential to educate best practice medical/ families – Māori or Pasifika or Community Card holders. Until then we’ll keep battling for people with life threatening They have worked hard together behind the scenes clinical treatment across a wide range of community This was an acknowledgement of the well-publicised allergies, who really deserve a whole lot better than they to deliver alignment and governance to the leadership of health services who in the past had not had a lot of access & equity challenges these communities face to are getting at the moment,” Dixon said. our organisation. These contributions require expertise, exposure to allergy treatment and management. mainstream health services. vision and a commitment of time beyond the regular • It could promote the principle of living safely and well We knew we had hit a nerve when our FaceBook EDUCATION PROGRAMME Board Meetings they attend. from a patient perspective. Eligible patients could not page received more 100,000 views in the first 48 hours Allergy NZ continues to focus on education where it can One of their goals this year was to establish governance, receive a free EpiPen® without visiting their medical of FundaPen™. make a significant difference to people with allergies performance and eligibility criteria for themselves and prescriber for diagnosis. The incentive of access to free For the rest of that first week the phone was constantly including children and their families. Feedback loops with future Board members of Allergy New Zealand. Jilesh and life-saving medicine for their whanau meant that a lot of chirping, the emails poured in and every GP practice and our members and volunteers, and the many information his team have developed the Board Governance Pack prescribers saw whole families for the first time in a long prescriber in the country who hadn’t received the news requests through our email & 0800 line, reinforce the need which will be applied to assess the potential fit of future time. Health checks across a range of health conditions from their PHO yet, wanted to know how they could get to continue informing and upskilling primary care health Board candidates, identify skill gaps as well as provide were possible even though the parent and siblings may their allergy patients a free FundaPen™. professionals, and in the education sector, particularly staff ongoing self-assessment of the Board as an effective have been initially booking just to get a free EpiPen® for Although we had asked PHOs to share the information in early childhood care and schools. elected body for our members. perhaps one child at risk of anaphylaxis in their whanau. with their GP members it was the allergy patients all An innovative GP Allergy Update focussing on food I have especially appreciated the positivism and A return visit was required as the EpiPen® were over New Zealand who were often the first to make allergies and eczema in infants was held in Auckland with professional support that they have individually and dispatched back to the prescriber not the patient. This their prescribers aware of the opportunity. The practice the support of Nutricia. The seminar hosted face-to-face collectively provided through this year of disruptions. allowed recipient training and better patient/family would then get right on to our two Pennys at Head participants and, for the first time, was live-streamed to It has been a real test for our organisation and their counsel awareness of up-to-date allergy management and Office or Danika & Lydia at Queenstown Pharmacy enable prescribers or allergy nurses to attend online. has always been supportive, constructive and on point. prevention resources. (aka www.AllergyPharmacy.co.nz) to learn how to Over 180 general practitioners registered for the event. We will look to grow the Board this year and welcome • FundaPen™ could very effectively boost the awareness get their FundaPen™. This success has opened the possibility of further events any expressions of interest particularly from medical of our non-allergic public to the plight of the allergy I must acknowledge one of the many things that blew us online and we look to extend this format in the future. sector professionals and the food manufacturing and patient/family living with the 24/7 risk of anaphylaxis. The away during this project – not one health professional we Allergy New Zealand is well-supported by its Medical Panel service sectors. constant need to be safe and assessing allergy risks that approached asked ‘why’ they should support this initiative. and the NZ Clinical Immunology and Allergy network, Thank you to Jilesh, Dot, Hemant, Kristen and Matt. the rest of the public can thankfully take for granted was They all asked ‘how’ they could support it. whose members make these Updates possible.

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8 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 9 Penny Jorgensen The team from Priority & Penny King Communications, CHCH. From left – John, Megan and Michele. (Becky absent)

Special thanks this time to Dr Kuang Hsiao, Dr Rebekah Inequities in access to services Labelling on Medicines While the NZ food safety regulations require food Wilson, Anna Richards and Pauline Brown for presenting One of the key issues which has emerged is in relation to In spite of working with a range of stakeholders to make manufacturers to manage the risk of allergen cross- at our GP Allergy Update. inequities, such as access to allergy services nationally, from repeated submissions on proposals for new legislation to contamination, there are no standards for this and it is The FundaPen™ Initiative also significantly increased a geographic and/or cultural perspective. An example is the replace the outdated NZ Medicines Act, and legislation appreciated the risk cannot always be eliminated. This communication with primary and secondary health care finding in published studies that Pacific people experience to regulate natural health products, there has been little leads to the proliferation of ‘may contain’ statements professionals, and we continue to receive an increased level the highest rates of hospital admissions for food-triggered progress over the last decade on these. globally which are not regulated. of information requests from health professionals and also anaphylaxis in NZ. To understand this better, Allergy NZ worked We continued to raise this issue in the last 12 months Allergy NZ as a consumer organisation has worked from the patients they refer to us. with interns from the University of Auckland’s School of including a submission to Medsafe supporting their proposals with iFAAA and NZFS through the last year in developing Sharing offices and facilities with Asthma NZ in Mt Eden Population Health to review and report on health literacy needs for allergen and other warning statements on medicines. and making submissions to the international food has enabled a positive working relationship with their team and important cultural values to be addressed when working However, the proposals have not yet been adopted, and this will standards body (CODEX) Food Labelling & Food Hygiene of Asthma nurses. It has enabled sharing of information with the Pacific community. The report was completed at the continue to be a major focus for our advocacy until it is resolved. committees. A ‘Code of Practice on Food Allergen including presentations on allergy topics, and participation in end of 2019. Unfortunately, Covid-19 has delayed consultation Management for Food Businesses’ is close to being workshops. Allergy NZ also met with and provided information with the community to progress the recommendations. Food allergen labelling approved. The intention is that this will lead to ‘may and resources to public health nurse teams, paediatric interns However, the needs of the Pacific and other disadvantaged NZ is fortunate to have some of the best food safety contain’ statements being able to be regulated, based and other health professionals on request through the year. communities in managing food allergy have been highlighted regulations in respect to food allergens globally. This is on a ‘quantitative assessment’. Our Allergy Advisor – Penny Jorgensen – presented seminars by Allergy NZ in communications with agencies such as due to a modern (2014) Food Act (the development of Allergy NZ is collaborating with NZFS on developing to first-year students in AUT’s Bachelor of Education (Early the Ministry of Education and NZ Food Safety, as well as which Allergy NZ extensively contributed to) and the information and resources on food allergen management Childhood Teaching) as part of their health and wellbeing through the launch of our FundaPen™ initiative. trans-Tasman Australia New Zealand Food Code. for Marae, which included participating in an ‘Allergens curriculum. We also continued to distribute resource packs to However, there are still issues to resolve including making Wānanga’ at Ti Rito Marae in Northland last year. NZFS over 100 schools and early childhood services nationally, thanks Early Childhood Services allergen information easier to identify on packaged food labels; has also agreed to develop further information resources to funding from COGS. Our information service continued to Access to safe childcare and early childhood education regulations for ‘may contain’ statements (currently a voluntary for consumers in consultation with Allergy NZ. receive many calls from schools and early childhood services, services (ECEs) is another issue. Many ECEs have moved requirement); and consumer education, including on how the and from parents in relation to the education sector. In most to providing food for the children as part of their service. regulations apply and how to make complaints if needed. COMMUNICATIONS cases we were able to provide the information needed, and Penny is working with early childhood associations such Allergy NZ works closely with NZ Food Safety, and We struck gold early last year with the approach of links to online resources such as e-training, action plans etc. as Child Forum, and the Ministry of Education and NZ participates in a number of forums and networks aimed at Michele Hider and her small team from Priority In some cases, issues raised have led or contributed Food Safety (MPI), to clarify regulations and finalise improving these issues, including the Allergen Collaboration Communications, based in Christchurch. They offer to advocacy work by Penny (see Advocacy section). new guidelines for policies and procedures in relation chaired by Food Standards Australia NZ (FSANZ); and the a full range of communications and PR services to a to children with food allergy. Centre for Food Allergy Research (CFAR) based in Australia, variety of commercial, social profit, public health and ADVOCACY in relation to standards on labelling in Australia and New government organisations. Our Allergy Advisor – Penny Jorgensen – continues to Schools Zealand. In addition, we are also active members in the They had sat down as a team early last year and agreed drive our advocacy program with relentless enthusiasm The Education and Training Bill provided an opportunity international Food Allergy and Anaphylaxis Alliance (iFAAA). to support a NZ charity that had a connection for all of and we have Penny to thank for many of the improvements for our concerns about management of safety issues for Over the last 12 months, progress has been made on the them. It was a short meeting. They all had exposure to in regulatory and government guidelines on allergy children and young people with food allergies in schools to PEAL (Plain English Allergen Labelling) proposals to change allergies themselves or through direct family. (Michele prevention and management in New Zealand. be raised. We made an extensive submission with support the Food Code, and these are likely to be adopted in 2021 carries an EpiPen® with her at all times). She has also been active in the past year with global from other organisations including Asthma NZ, on the need with a transition period to be confirmed. This will see: So it was a lovely surprise to receive a call from Michele developments in food labelling initiatives and enabling for regulations and resources to ensure children with chronic • Plain English terms required for all declarations e.g. ‘milk’, to offer a monthly pro bono service for our regular resource sharing between our international agency partners. health conditions are supported in education settings to ‘egg’ – not technical terms communication needs. We were conscious it was in dire As most people living with food allergy know, the condition enable their full participation. • Individual tree-nuts named rather than using the blanket need of attention and her call was timely. Not long after presents complex issues because of the association with A submission was also made to both NZ Food Safety term, ‘tree nuts’ accepting her offer, the FundaPen™ opportunity soaked food, safety, and emergency situations in almost every aspect (NZFS) and the Ministry of Education in relation to the Free • Clearer declarations for cereals, particularly wheat our capacity entirely. of life in NZ. Allergy NZ is concerned that in general this is and Healthy School Lunch Programme, recommending • Molluscs added (currently assumed to be declared as ‘fish’) Their guidance and connections have already proved not well-understood, from the community level right through guidelines be developed for participating schools and • All labels required to have a ‘contains’ statement adjacent invaluable for FundaPen™ and beyond, and I now can’t to government and related development of legislation, school lunch providers to ensure children with food to the ingredients list (currently this is voluntary and imagine how we managed before we started our fresh regulations, policies and services. allergy could participate safely. not regulated). partnership with them.

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10 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 11 Volunteer, Penny King working our stand at the Allergy NZ Healthy Living Show. Thanks to our supporters

575 Mt Eden Health group Dunlop Flooring National Allergy Strategy (Australia) A Little Bit Yummy Ltd EAACI New Zealand Clinical ABC NZ Ltd Ecostore Immunology & Allergy Group Alana Scott Electric Hedgehog Ltd Priority Communications will continue to manage our Together with the Allergy New Zealand Board and on Paediatric Society of New Zealand regular communications needs and are currently in the behalf of our members and the wider allergy community Allergy &Anaphylaxis Australia FAAM process of bringing our Instagram page to life with the help I would also like to thank our major funders; the National Pauline Brown of another volunteer intern whose offer of time and skills, Lottery Community Board, Foundation North and the Anna Richards FARE has recently launched this project – Sarah Obermoser. Community Organisation Grants Scheme as well as every Priority Communications, Sarah has recently arrived from Australia and has sound member of our sponsor, partner and donor family. Asaleo Care Ltd Filtercorp Health Ltd social media experience to help us bring this platform to life. CHCH Keep an eye out for our new ‘Insta’ posts! TO OUR MEMBERS … ASCIA Foundation North Procare Our members supported a number of changes to our Asthma NZ Ltd Hearts & Minds Foundation OUR SPONSORS & PARTNERS Constitution at our AGM last year. One of those was to Pub Charity Compass Group joined us this year as an invested and recognise that the numbers in the allergy community that Auckland District enthusiastic supporter of Allergy New Zealand’s work support our mission are more important than the annual HRV Health Board Queenstown Pharmacy and the community it represents. Compass provide more membership fees that they historically provided. IFAAA than 15,000,000 meals a year in New Zealand and are We hoped that making membership of Allergy New Barbara and Michael Farrier Quilton NZ’s largest food service operator. They are particularly Zealand would increase our membership. Immunology interested in the value we can add to their in-house It did – it has more than tripled in the last 12 months! Bayer Australia Shower Dome training programs, which are responsible for giving their So, welcome all of you who have joined us this year Specialists Ltd team the knowledge and skills to consistently deliver and thank you. Sir Peter Leitch QSM Bayer New Zealand Julie O’Brien nutritious and safe meals across a huge and diverse range We are grateful to add your names to our national voice Sleepyhead of client environments. for allergy education, management and prevention. Our BDO Leanne Lassman We in turn will gain valuable insight to the challenges advocacy position is strengthened every time we receive Bonita & Morris Misilisi Stallergenes Greer and pinch points for food service operators to enhance the a new member and ultimately lends weight to the issues, Leitch Family Trust content and delivery of our own education programs. causes and needs we are advocating and promoting. Browne’s Chartered Steve Smith and Family Nutricia continues to provide the means and support Please continue to share the fact that our membership Lim Electronics Accountants for us to continue hosting our highly valued GP Allergy is now FREE and that we need many more voices to The Allergen Collaboration Updates. After our first successful livestreamed Update, add to yours. Lottery Grants Board COGS Committees they have just confirmed their sponsorship of further It’s been a very exciting year and next year promises to The Coeliac Society Updates to be hosted in Christchurch and Auckland in continue that momentum. We can’t wait! Malaghan Institute Compass Catering the next 12 months. Thank you, everyone, for your continuing support of The Lam Family Mark & Monique Sullivan We have been hosting these events focusing on allergy Allergy New Zealand. Daphne Olsen (Estate) education for primary care health professionals for more The NZ Comfort Group Maurice Paykel than 5 years now and their credibility and popularity have Design Park established Allergy New Zealand as the only organisation in Charitable Trust The Respiratory and NZ offering continuing medical education in allergies and Dr Jan Sinclair Asthma Foundation related health issues like eczema. Mistry Family So, Nutricia’s ongoing support commitment is crucial Dr Kuang Hsaio Tim Andrews in extending allergy education to the primary care Mite Guard — NZ Natural professional community. Dr Penny Fitzharris Bedding Ltd Treasures We are grateful to all our partners and sponsors for their ongoing support. Sustaining effective representation for our Dr Sefton Moy Mylan New Zealand Vanessa Lim-Hann allergy community is the reason Allergy New Zealand exists, Mark Dixon and we recognise that we in turn need the support of many Chief Executive aligned businesses and individuals to achieve that. Allergy New Zealand

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12 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 13 ALLERGY NEW ZEALAND INCORPORATED Treasurer’s Financial Report Matt Coulter Statements For the year ended 31 March 2020 n 2020, Allergy New Zealand reported a surplus of us to continue to deliver our services and work towards $21,398 (2019: $11,133 deficit). achieving our objectives. I Income for the year showed a significant increase The board has been in discussions around how best to from last year which was largely driven by the funding grow the organisation and increase the level of services received from Pub Charity for the Fundapen™ initiative. provided. While Allergy New Zealand is operating within All of the $300,000 from Pub Charity has now been spent its means each year, it does not have sufficient reserves to ($182,713 of this in the 2020 financial year). The conditions grow and develop. There is also a delicate balance between of the grant meant the entire amount had to be spent continuing to deliver the greatest level of service possible, on EpiPens®. While this was a great initiative that has while also building reserves to ensure the organisation is benefitted a number of those suffering from allergies, the resilient. COVID-19 is a perfect example of the need to conditions attached to the grant meant there was pressure build this resilience into an organisation, and unfortunately on Mark and Penny to complete the administration and our current financial position has meant our discussions marketing side of the programme within our existing around growth and building reserves have been put on hold resources. Once again they have done a great job in this to ensure the organisation’s survival through the pandemic. area, with income excluding Pub Charity funding, still A special thank you to Browne’s Chartered Accountants $35,000 up on last year. who have once again donated their time to provide Once again, expenditure was monitored closely and audit services to the organisation. This is a mandatory remained at a similar level to 2019 (excluding Fundapen™). requirement for all charities and your support is always The board agreed to move Mark from three to four days a appreciated. week this year. The increased costs were funded by utilising the savings made on the move to the Asthma New Zealand building . The board unanimously agreed that for Allergy New Zealand to continue to grow and increase the support it provides to allergy sufferers, we needed to have more of Mark’s time available to us. As we finish up another year for Allergy New Zealand, we take this opportunity to acknowledge all of our supporters. We are thankful for all the support we receive Matt Coulter from a number of companies and individuals which allows Treasurer

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14 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 15 ALLERGY NEW ZEALAND INCORPORATED STATEMENT OF SERVICE PERFORMANCE “What did we do?”, When did we do it?”

THIS LAST DESCRIPTION OF THE ENTITY’S OUTCOMES*: PROJECTS YEAR YEAR

The overall outcome was the reduced impact of allergies on 3. Implementation of the Allergy New Zealand Guidelines the quality of life of individuals and their families. in the education sector and in food services and workplaces, Community Allergy Education Programs: This was achieved by ensuring that: helped lower the risk to those whose allergies put them at Paediatric registrar Intern workshops 2 4 1. People living with allergies, particularly complex or severe, risk of life-threatening reactions, and facilitated their full had timely access to information and support that was current, participation in normal daily activities. NZ schools receiving Allergy Information Packs 116 126 credible and relevant. 4. Through collaboration with other organisations including Allergy NZ presents at Asthma NZ COPD Workshops. 4 - 2. As a result of Allergy New Zealand’s information and shared communications, submissions and programmes; awareness and support were extended to the wider community education services, people with allergies and/or their caregivers, Schools and work sites serviced by Allergy Training 8 11 were better placed to get appropriate clinical management, as well as providing more value to the allergy community itself. including diagnosis and ongoing monitoring, and therefore Community Workshops – other community and social cause agencies 6 9 able to better manage their allergies on a daily basis. Ongoing discussions held with Child Forum over approach in respect to monitoring of health & safety in schools and ECEs Tertiary institution training presentations/workshops 4 3 Presented 2 Allergy Workshops to Early Childhood Education students at AUT 2 - (South & North campus). DESCRIPTION AND QUANTIFICATION (TO THE EXTENT PRACTICABLE) THIS LAST OF THE ENTITY’S OUTPUTS:* YEAR YEAR Early Childhood Centres receiving Allergy Literature 10 12

Ongoing access to information and support: Promotion of Allergy Awareness: 0800 number incoming calls 672 441 Allergy Awareness Week – our National Volunteer Network developed online pack as a teaching resource available on our website for download by participating schools. Our volunteer regional 4 weeks 4 weeks Website Visits 137,000 154,000 coordinators then approached local schools to engage them with the new resource during AAW.

FaceBook 4,600 3,408 Contributed to the Edyn Ruben Misillisi tribute TVNZ Sunday screening, April 2019

NEW Allergy Today E-newsletter – published and emailed every 2 months 5,200 4,300 Developed a food services survey with The Restaurant Association and Hospitality NZ on what their understanding of food allergen management is currently and to identify gaps in training needs. [email protected] – generic inquiry email 712 435 Hosted a ‘Cindy of Samoa ‘fundraiser at Manurewa Cosmopolitan club during Allergy Awareness Membership enquiries serviced 271 144 Week to raise funds for Allergy NZ in Edyn’s memory.

Regional Volunteer Support 15 15 Allergy Hospitality Training Video – YouTube views 18,500 15,000

Food Recall Notices ex MPI 51 33 Allergy Free Food and Healthy Living Shows – exhibitor + speaker 3 3 MPI Food Recalls – new food industry + labelling working group formed and Allergy NZ’s TVNZ News spots 3 6 guidance requested by MPI TV3 stand alone News spots 1 4 Epipen supply Notices ex Mylan 3 3 National Radio interviews 2 4

Independent radio interviews 4 7 Independent Allergy NZ Partners: Regional print media 9 5 NZ Health Charities’ alignment 4 4 The Allergy Season – free media print, TV, radio, social media engagement 9 weeks 14 weeks New Partners 2 4 Engaged with Patient Voice Aotearoa to support their Facebook campaign Percentage of sponsors/partners retained 100% 100% – “Double the Pharmac Budget”. Noted strong support from our own Facebook community ALittleBitYummy.com – allergy friendly recipes + cook book 1 1 – over 10,000 engagements to our posts.

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16 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 17 THIS LAST Fundapen™ – A national success! YEAR YEAR Regulatory Policy Development submissions/contributions

Food Standards Australia New Zealand re ‘Plain English Allergen Labelling’ Allergy New Zealand and Pub Charity joined forces to General Practitioner, Nurse Practitioner or Specialist, who make 2,875 FREE EpiPens® auto-injector pens available were able to order their patient’s free Epipen through the to New Zealanders, who have a doctor-diagnosed allergy NZ-based online Allergy Pharmacy website. The pens were Submission for Medsafe NZ allergen labelling on medicines survey completed and are at risk of anaphylaxis. Our FundaPen™ initiative initially offered to vulnerable children and their families. delivered positive changes to the lives of many children 500 families benefited from this approach before the MPI requested Allergy NZ provide guideance on the draft ‘Code of Practice on Food Allergen Management for with allergies and their families as well as lifting allergy program adopted a ‘first-come, first-served basis’ Food Business Operators’ for the Codex Alimentarius Food Hygiene Committee awareness. The program was made possible with a allocation by Allergy Pharmacy. Auckland District Health Board re policies/procedures for food allergen management in Auckland City/Starship hospitals. donation from Pub Charity and the cooperation of Allergy New Zealand was dependent on the Primary thousands of general practices, health professionals Health Organisation network providing their members Engaged and coordinated with Starship Foundation/ADHB to translate ASCIA anaphylaxis information into Maori, and prescribers throughout the country from November (GPs) with information about FundaPen™. The national Samoan and Tongan 2019 and July 2020. programme launched in November 2019. The Allergy NZ Allergy New Zealand offered the auto-injector pens Facebook page received over 100,000 hits in the first 24 Submission made to the Education and Training Bill; endorsed by Asthma NZ, and the New Zealand Allergy & Eczema through New Zealand’s prescriber network to anyone hours after the public launch. Online visitor traffic and Clinical Networks. Follow-up oral submission made to the Education and Workforce Select Committee who was diagnosed as being at risk of anaphylaxis and subsequent enquiry dramatically increased after the launch, needing to carry an adrenaline auto-injector. The offer was peaked again during the measles outbreak, during the Ministry of Education (MoE) re the ‘Allergies Guide for Schools’ made possible by a $300,000 donation by Pub Charity to Epipen shortage that we messaged pre-Xmas 2019 and Submission made to MPI on their proposed Food Safety Strategy after attending the launch in Auckland. increase the availability and access to EpiPens® nationally. again upon Covid-19 lockdown in March/April/May 2020. Noted that “increased awareness of food allergies” was a key theme. EpiPen® (adrenaline autoinjector pens), which last only We were successful in engaging Starship Hospital and 12-18 months, are not currently funded by Pharmac Auckland Hospital to establish FundaPen delivery logistics. Co-sponsored award for food industry: ‘Best Practice in Food allergen Management’ and can cost between $120 and $350 each. The feedback and awareness achieved by this initiative To receive a free EpiPen®, people who had been was extraordinary and Allergy NZ hopes to repeat its diagnosed as at risk of anaphylaxis, accessed their success with future funding support. NZ Pharmaceutical Society re protocols for allergen labelling for drugs and pharmaceutical products

Ministry of Health (MoH) re authorisation of general –use AAIs in schools General Practitioners reached by the Fundapen™ initiative 2,800+ - Provided collaborative advice to the public health policy advisors (MoH) reviewing and updating the ‘Infant feeding National Prescribers (eg. Nurse Practitioners) reached by the Fundapen™ initiative 140 & toddler nutrition’ guidelines. PHO Network – collaboration across the network achieved during the coordination of Fundapen™ 21 - Contributed to FSANZ webinar developing proposals for Plain English Allergen Labelling specifically in respect to :

i. The Health Quality & Safety Commission aligned to our ADHB submission on managing food allergies in hospital settings. ADVOCACY ii. Health & Safety regulations in schools & ECEs

Clinical Network Support Further submission made to the FSANZ Proposal on Plain English Allergen Labelling (PEAL). Allergy NZ co-ordinated RNZCGP endorsement Allergy Updates for Health Care Professionals – 4.5 8 CME points awarded to attendees RESEARCH Allergy NZ membership of the Paediatric Society’s National Child and Youth Clinical Reference 6 6 Groups for Allergy and Eczema Supported ethics approval application for Auckland University Masters economic research evaluation of Epipens for children with food allergy Allergy NZ representation on the NZ Clinical Immunology and Allergy Group 4 4 Internship offered to two 3rd year Auckland University Bachelor of Home Science students conducting research in to The GP Allergy Update hosted in Auckland livestreamed to over 200 attendees nationally – a new accessibility barriers for Pacific Island peoples for food allergy support. They completed a study on the need to address record. Many more GPs and Nurses have been able to access the video after the event. poor health literacy and cultural issues impacting on Pacific Island people with food allergies. Developed a food services survey with The Restaurant Association and Hospitality NZ on what their understanding Health Agency Contribution/Membership of food allergen management is currently and to identify gaps in training needs.

Allergen Collaboration – Australia/NZ meetings + Steering Committee membership 6 6 Malaghan Institute research partner – Regular contributor to Allergy Today E-Newsletter Attended Hamilton SIG meeting to support Waikato GPs and Paediatricians. 2 - Auckland University School of Population of Health – ACC data on anaphylaxis claims – ongoing support IFAAA Executive Committee Member – congress + exhibitor + Panel Chair 2 1

ASCIA Conference – exhibitor 1 1

Allergy Update Training – Allergy Volunteer Network 15 12

EAACI Congress – member representation + exhibitor 1 1

PAAM – member representation + exhibitor 1 1

Steering Committee established for NZ National Allergy Summit

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18 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 19 ALLERGY NEW ZEALAND INCORPORATED STATEMENT OF FINANCIAL PERFORMANCE “How was it funded?” and “What did it cost?”

ACTUAL* ACTUAL* Epipen Gifting 182,820 – NOTE THIS YEAR $ LAST YEAR $ Events Cost 2,131 1,791 REVENUE General Expenses 3,349 2,056 Grant Money Utilised 3 262,973 54,500 Insurance 2,050 2,050 Sponsorship 103,977 112,466 Internet Exps 2,080 1,932 Allergy Update Reg. (ASCIA17) – 972 Light, Power & Gas 313 2,324 Magazine Allergy Today 10,018 Loss on sales 2 556 Subscriptions 1,096 2,562 National Allergy Strategy 595 – Donations 33,769 7,910 Payroll 634 506 Education Services 7,052 6,871 Photocopying 1,587 2,774 Product Sales 12,324 8,053 Postage & Courier 567 482 Interest Received 212 4 Printing & Stationery 6,405 1,367 Sundry Income 54 380 Property Maintenance 311 308 Total Revenue* 421,457 203,737 Rent & Rates 8,333 30,000

Salaries & Allowances 93,783 74,547 EXPENSES

ACC 87 168 Security – 430

AGM Expenses – 490 Staff Costs 967 3,099

Bank Fees & Charges 668 890 Subscriptions 769 956

Board Expenses 328 94 Telephone, Tolls & Faxes 3,864 3,806

Cleaning – 1,473 Travel Expenses 7,127 5,322

Communication & Media 21,689 26,797 Volunteer Expenses 3,228 1,952

Computer Expenses 1,218 935 Total Expenses* 400,059 214,869

ConsultancyFees 54,810 47,200

Depreciation 342 565 SURPLUS/(DEFICIT) FOR THE YEAR* 21,398 (11,133)

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20 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 21 ALLERGY NEW ZEALAND INCORPORATED STATEMENT OF FINANCIAL POSITION STATEMENT OF CASH FLOWS “What the entity owns?” and “What the entity owes?” “How the entity has received and used cash”

ACTUAL* ACTUAL* ACTUAL* ACTUAL* NOTE THIS YEAR $ LAST YEAR $ THIS YEAR $ LAST YEAR $ CASH FLOWS FROM OPERATING ACTIVITIES* ASSETS Cash was received from: CURRENT ASSETS Donations, fundraising and other similar receipts* 504,705 142,017 Cash on Hand 95 68 Fees, subscriptions and other receipts from members* 1,096 2,562 ASB Cheque Account 27,232 19,393 Receipts from providing goods or services* 19,430 81,045 ASB Business Saver Account 77,596 4 Interest, dividends and other investment receipts* 212 4 Accounts Receivable 55,874 42,574 Net GST – – Inventory 992 1,185

Prepay-Payroll paid in advance 1,200 – Cash was applied to: Goods & Services Tax 10,656 – Payments to suppliers and employees* 418,875 182,656 Total Current Assets 173,645 63,224 Donations or grants paid*

Net GST 20,203 6,082 NON-CURRENT ASSETS Net Cash Flows from Operating Activities* 86,366 36,892 Property, plant and equipment* 1 18,841 18,278

Total Non-Current Assets 18,841 18,278 CASH FLOWS FROM INVESTING AND FINANCING ACTIVITIES* Total Assets* 192,487 81,502 Cash was received from:

Receipts from the sale of investments* – – LIABILITIES CURRENT LIABILITIES Cash was applied to: Accrued Expenses 22,240 34,299 Payments to acquire property, plant and equipment* 908 17,957 Accounts Payable 3,188 8,576

Unutilised Grant Monies held 117,287 – Net Cash Flows from Investing and Financing Activities* (908) (17,957) Goods & Services Tax – 9,547

ASB Credit card 842 1,547 Net Increase / (Decrease) in Cash* 85,458 18,935 Total Current Liabilities 143,556 53,969 Opening Cash* 19,465 529

Total Liabilities* 143,556 53,969 Closing Cash* 104,923 19,465

Total Assets less Total Liabilities (Net Assets)* 48,930 27,533 This is represented by: Bank Accounts and Cash* 104,923 19,465 ACCUMULATED FUNDS Funds at the beginning of the year 27,533 38,665

Net Surplus for the Year 21,398 (11,133)

TOTAL ACCUMULATED FUNDS* 48,930 27,533

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22 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 23 ALLERGY NEW ZEALAND INCORPORATED STATEMENT OF ACCOUNTING POLICIES NOTES TO THE PERFORMANCE REPORT “How did we do our accounting?”

Basis of Preparation* Fixed Assets NOTE 1 : PROPERTY, PLANT AND EQUIPMENT Allergy NZ Incorporated has elected to apply PBE SFR-A Fixed assets are shown at cost less accumulated depreciation. (NFP) Public Benefit Entity Simple Format Reporting – Accrual (Not-For-Profit) on the basis that it does not have Inventory THIS YEAR public accountability and has total annual expenses of Inventories are stated at the lower of cost, determined ASSET CLASS* OPENING PURCHASES SALES/ CURRENT YEAR CLOSING equal to or less than $2,000,000. All transactions in the on a first-in first-out basis, and net realisable value. Performance Report are reported using the accrual basis of CARRYING DISPOSALS DEPRECIATION CARRYING accounting. The Performance Report is prepared under the AMOUNT* AND AMOUNT* assumption that the entity will continue to operate in the Leases IMPAIRMENT* foreseeable future. The Society leases certain office equipment and office premises. Computer Equipment 321 2 161 158 Finance leases, which effectively transfer substantially Goods and Services Tax (GST)* Website – WIP 17,957 – 17,957 All amounts are recorded exclusive of GST, except for to the Society all the risks and benefits incidental to Debtors and Creditors which are stated inclusive of GST. ownership of the leased item, are capitalised at the Office Furniture 0 908 182 726 present value of the minimum lease payments. The leased assets and corresponding liabilities are disclosed, and the Total 18,278 908 2 342 18,841 Income Tax leased assets are depreciated over the period for which Allergy NZ Incorporated is wholly exempt from New the Society disclosed. Zealand income tax having fully complied with all statutory Operating lease payments, where the lessors effectively LAST YEAR conditions for these exemptions. retain substantially all of the of the operating surplus in ASSET CLASS* OPENING PURCHASES SALES/ CURRENT YEAR CLOSING equal instalments over the lease term. CARRYING DISPOSALS DEPRECIATION CARRYING Bank Accounts and Cash AMOUNT* AND AMOUNT* Bank accounts and cash in the Statement of Cash Flows Changes in Accounting Policies* IMPAIRMENT* comprise cash balances and bank balances (including short There have been no changes in accounting policies during Computer Equipment 661 9 331 321 term deposits) with original maturities of 90 days or less. the financial year (last year – nil). Website – WIP 17,957 – 17,957

Office Furniture 780 546 234 0

Total 1,442 17,957 555 565 18,278

NOTE 2 : ACCUMULATED FUNDS

THIS YEAR DESCRIPTION* CAPITAL ACCUMULATED RESERVES* TOTAL* CONTRIBUTED SURPLUSES OR BY OWNERS OR DEFICITS* MEMBERS* Opening Balance – 27,532 – 27,532

Surplus/(Deficit)* 21,398 21,398

Closing Balance – 48,930 – 48,930

LAST YEAR DESCRIPTION* CAPITAL ACCUMULATED RESERVES* TOTAL* CONTRIBUTED SURPLUSES OR BY OWNERS OR DEFICITS* MEMBERS* Opening Balance – 38,665 – 38,665

Surplus/(Deficit)* (11,133) (11,133)

Closing Balance – 27,532 – 27,532

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24 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 25 NOTES TO THE PERFORMANCE REPORT Continued

NOTE 3 : GRANTS NOTE 5 : OTHERS

THIS YEAR Contingent Liabilities and Guarantees In late March 2020, the New Zealand Government DESCRIPTION* OPENING GRANTS GRANTS CLOSING The Society has given no guarantees during the year and ordered a four week lockdown, during which non- BALANCE RECEIVED SPENT BALANCE has no contingent liabilities at balance date (2019: Nil). essential businesses and organisations were not allowed to operate and individuals (other than essential workers Internal affairs – 25,260 25,260 – Going Concern: or those undertaking essential business) were required NZ Lottery – 30,000 30,000 – The performance report has been prepared on a going to stay at home. In late April 2020, the lockdown period concern basis. ended and the New Zealand Government started gradually Foundation North – 25,000 25,000 – The Society reported a surplus of $21,398 (2019: deficit easing restrictions that had been placed on businesses, Pub Charity – 300,000 182,713 117,287 of $11,133) and cash inflows of $85,458 (2019: inflows of organisations and individuals. $25,017) for the year ended 31 March 2020. As at 31 March During the four week lockdown period and under – 380,260 262,973 117,287 2020 the Society has reported net assets of $48,930 (2019: subsequent alert level 3 restrictions, although the Society $27,532) and net current assets of $30,089 (2019: $9,255). was not considered an essential business, staff were able LAST YEAR The considered view of the Board of the Society is that, to work from home. The Society ceased all face to face after making enquiries, we have a reasonable expectation activity and adopted alternative ways of operating. The DESCRIPTION* OPENING GRANTS GRANTS CLOSING that the Society has access to adequate resources to Society’s income was reduced during these periods due to BALANCE RECEIVED SPENT BALANCE continue operations for the foreseeable future. This is based the impact on fundraising and a reduction in the availability Internal affairs – 24,500 24,500 – on the ongoing support of the majority of sponsors, grant of grant funding. However, this impact was mitigated by funding secured subsequent to year-end and the ability to the receipt of the government wage subsidy (subsequent to NZ Lottery – 30,000 30,000 – further cut costs if necessary. For this reason, the Board year-end) and other cost cutting measures where possible. – 54,500 54,500 – considers the adoption of the going concern assumption Based on the Society’s experience through the alert in preparing the performance report for the year ended level 4 lockdown and subsequent alert level 2 and 3 31 March 2020 to be appropriate. restrictions, while acknowledging there is a degree of The Board has reached this conclusion having regard to uncertainty regarding the impact of COVID-19 on the wider circumstances which it considers likely to affect the Society New Zealand economy, the Board does not believe this during the period of at least one year from the signing date alters its conclusion that the Society is a going concern. of this performance report, and to circumstances which it considers will occur after that date which will affect the Events After the Balance Date: validity of the going concern assumption. Except as described in the going concern section of this NOTE 4 : COMMITMENTS AND CONTINGENCIES These circumstances include the potential impact note, there are no events that have occurred after the of COVID-19 on the Society. COVID-19 was declared balance date that would have a material impact on the AT BALANCE DATE AT BALANCE DATE a pandemic on 11 March 2020 by the World Health Performance Report (2019: nil) THIS YEAR* LAST YEAR* Organization. The impact of this pandemic has been a COMMITMENT* EXPLANATION $ $ substantial reduction in economic activity throughout the Related Parties AND TIMING* world, as governments have introduced measures (such There have been no related party transactions during as the closure of national borders, the closure of non- the year (Last Year Nil) Operating Lease Current 10,000 8,333 essential businesses, the cancellation of public events, Term 1,667 11,667 and the imposition of restrictions on individuals) in an attempt to reduce transmission of the virus. Total 11,667 20,000 Lease commitments represent an operating lease in respect of offices situated at 581 Mt Eden Road, Mt Eden. The lease starts 1st June 2019 with 4 rights of renewal (3 years each) and expires in 31st May 2033

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26 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 27 CLICK HERE TO CLICK HERE TO GO BACK TO GO BACK TO CONTENTS CONTENTS

28 | Allergy New Zealand Annual Report 2019-2020 Allergy New Zealand Annual Report 2019-2020 | 29 ALLERGY TODAY E-NEWSLETTERS Allergy Today is New Zealand’s leading allergy e-newsletter, distributed to the largest number of clinical allergists and primary healthcare professionals in New Zealand.

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30 | Allergy New Zealand Annual Report 2019-2020