Coromandel Education Advancement Charitable TrustEducation Charity in Coromandel

Coromandel Education Advancement Charitable Trust is a Trust charity in the Education sector, based in Coromandel, Coromandel. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: To raise funds for the advancement of education in Coromandel Town and surrounding communities, in particular for the benefit of the Coromandel Area School (CAS) and similar institutions int he area.

Registration Number
CC40092
Charity Type
Trust
Registration Date
2009-05-14
Status
Active
Sector
Education
Location
Coromandel, Coromandel
Email
julielikestoswim@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
1
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M-
2025$0.1M$0.0M-
2024$0.0M$0.0M$0.1M
2023$0.0M$0.1M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.1M$0.1M
2019$0.0M$0.0M-
2018$0.0M$0.1M-
2017$0.0M$0.0M-

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Tracey AdamsTrustee2026-02-15
Tiana MorrisseyTrustee2021-07-27
Julie SmithTreasurer2012-03-15
Jocelyn JamesTrustee2010-04-01
Thomas EverthTrustee2009-03-31
Bryan MacleodTrustee2009-03-31

Former Officers (5)

  • Abergail MorganChair Person (departed 2026-02-15)
  • Debra AttwoodTrustee (departed 2012-03-14)
  • Angus RobertsonTrustee (departed 2015-04-30)
  • Lionel ParsloeTrustee (departed 2021-10-20)
  • Jill EllisTrustee (departed 2023-03-31)

Similar Charities in Education

FunderEducationTrustCharitable Trust

Coromandel Education Advancement Charitable Trust

CC40092Coromandel, CoromandelRegistered 14 May 2009
Data updated: 2 days ago
Financials5mo agoRating2d ago

Financial data as at March 2026. 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 →
Revenue

$58.6K

Expenses

$58.0K

Staff

1

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To raise funds for the advancement of education in Coromandel Town and surrounding communities, in particular for the benefit of the Coromandel Area School (CAS) and similar institutions int he area.

Key Statistics

Annual Revenue
$58.6K
Total Expenses
$58.0K
Net Assets
-
Staff
1
employees

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
57c
For every $1 spent, 57c reaches programs
Adequate
Sustainability
20.6mo
Could operate 20.6 months with zero revenue
Healthy
Fundraising Cost
$0.43
Costs $0.43 to raise each $1 in donations
High cost

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

Revenue Diversification

5
Score /100
Highly Concentrated
HHI: 9,494
High Concentration: 97% of revenue from Donations
Donations97.4%
Investment Income2.6%

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

Peer Comparison

Ranked against 355 peers · Education · Under $100K

Rating Score
0
#38/356
Revenue
$59K
#68/356
Reserve Months
0.0
#1/356
Surplus
$612
#197/356
Staff Cost %
11%
#356/356

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Coromandel, Coromandel

Registration

Registration NumberCC40092
Entity TypeTrust
Registered14 May 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated3 Apr 2009
Registered office
365 Lillis Lane Coromandel 3506, Coromandel

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: 14 September 2026.