Aotea Education Trust — Education Charity in Great Barrier Island (aotea Island)
Aotea Education Trust is a Trust charity in the Education sector, based in Great Barrier Island (aotea Island), Great Barrier Island (aotea Island). Annual revenue: $0.4M NZD. Financial data as at December 2024.
Mission: To establish, promote and fund and maintain an organisation that promotes lifelong learning as a way to grow and sustain our vibrant community, our island's ecology and our local economy.
- Registration Number
- CC60385
- Charity Type
- Trust
- Registration Date
- 2022-08-02
- Status
- Active
- Sector
- Education
- Location
- Great Barrier Island (aotea Island), Great Barrier Island (aotea Island)
- aoteaeducationtrust@gmail.com
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 9
- Volunteers
- 0
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.4M | $0.3M | $0.2M |
| 2023 | $0.2M | $0.3M | $0.0M |
| 2022 | $0.2M | $0.1M | - |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Karllie Clifton | Trustee | 2026-05-23 |
| Nancy Tait | Trustee | 2025-01-01 |
| Neil Sanderson | Trustee | 2022-11-21 |
| Leanne Eloff | Trustee | 2022-11-21 |
| Nicola Watts | Chair | 2020-09-15 |
Former Officers (6)
- Joanne Leary — Director
- Teresa Petty — Trustee (departed 2026-05-23)
- Hannah Gale — Trustee (departed 2023-11-20)
- Mairehau Cleave — Trustee (departed 2024-01-24)
- Fenella Christian — Treasurer/administrator (departed 2024-03-26)
- Luke Coles — Trustee (departed 2025-08-01)
Funding Sources
- Pub Charity Limited — $5,000
Similar Charities in Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Wesley College Trust Board — Education
- Orana Wildlife Trust — Education
- Sathya Sai Preschool Rongomai — Education
Aotea Education Trust
Financial data as at December 2024. Sourced from Charities Services register.
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 →$432.4K
$348.7K
$231.7K
9
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
About
To establish, promote and fund and maintain an organisation that promotes lifelong learning as a way to grow and sustain our vibrant community, our island's ecology and our local economy.
Key Statistics
Financial Trends
Financial Trends (3 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 107 peers · Education · $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.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
Sector & Activities
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: 14 September 2026.
Similar Charities in Education
Other Education charities ranked by overall score