Aotea Education LimitedEducation Charity in Great Barrier Island

Aotea Education Limited is a Trust charity in the Education sector, based in Great Barrier Island, Great Barrier Island. Annual revenue: $0.1M NZD. Financial data as at December 2024.

Mission: To provide education opportunities for the Great Barrier Island community

Registration Number
CC61258
Charity Type
Trust
Registration Date
2023-05-14
Status
Active
Sector
Education
Location
Great Barrier Island, Great Barrier Island
Email
finance.aoteaeducationtrust@gmail.com
Data as at
December 2024

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.2M NZD
Net Assets
$0.2M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
10
Volunteers
0
Financial Year End
2024-12-31

Financial History

YearRevenueExpensesNet Assets
2024$0.1M$0.0M$0.2M
2023$0.3M$0.3M-

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Joanne LearyFinance Administrator2024-03-24
Nicola WattsDirector2023-01-25

Former Officers (6)

  • Leanne EloffTrustee (departed 2023-04-01)
  • Hannah GaleTrustee (departed 2023-04-01)
  • Luke ColesDirector (departed 2025-06-19)
  • Mairehau CleaveTrustee (departed 2023-04-01)
  • Neil SandersonTrustee (departed 2023-04-01)
  • Fenella ChristianSecretary/treasurer (departed 2023-04-01)

Similar Charities in Education

EducationTrust

Aotea Education Limited

CC61258Great Barrier Island, Great Barrier IslandRegistered 14 May 2023
Data updated: 1 Sept 2026
Financials31 Dec 2024Ratingyesterday

Financial data as at December 2024. Sourced from Charities Services register.

NR
Not ratedCharity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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.

Revenue

$120.8K

Expenses

$37.1K

Assets

$231.7K

Staff

10

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

To provide education opportunities for the Great Barrier Island community

Key Statistics

Annual Revenue
$120.8K
Total Expenses
$37.1K
Net Assets
$155.8K
Staff
10
employees
Volunteers
0

Financial Trends

Financial Trends (2 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
32.4mo
Could operate 32.4 months with zero revenue
Over-capitalized
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

3
Score /100
Highly Concentrated
HHI: 9,723
High Concentration: 99% of revenue from Other
Other98.6%
Donations1.0%
Investment Income0.3%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 107 peers · Education · $100K – $1M

Rating Score
0
#20/108
Revenue
$121K
#94/108
Reserve Months
0.0
#1/108
Surplus
$84K
#20/108
Staff Cost %
0%
#1/108

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Great Barrier Island, Great Barrier Island

Registration

Registration NumberCC61258
Entity TypeTrust
Registered14 May 2023
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated14 Jun 2017
Company #6309489
Registered office
12 Florence Avenue, Orewa, Orewa, 0931
Differs from Charities Register address (Kaitoke Lane, , Great Barrier Island (aotea Island), Great Barrier Island, 0991, Great Barrier Island, Great Barrier Island). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Education

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: 13 September 2026.