EVolocity Charitable Trust — Education Charity in Papamoa

EVolocity Charitable Trust is a Charitable Trust charity in the Education sector, based in Papamoa, Papamoa. Annual revenue: $0.3M NZD. Financial data as at December 2025.

Mission: Mission: Develop the next generation of engineers, technology innovators and entrepreneurs to accelerate New Zealand's transition to electric vehicles and clean transportation, and a more sustainable future. Vision: To provide young people with a practical learning programme which stimulates and embraces innovation, inspires them to pursue subjects and careers in STEM, and leads New Zealand towards electric vehicle uptake.

Registration Number
CC51421
Charity Type
Charitable Trust
Registration Date
2015-03-03
Status
Active
Sector
Education
Location
Papamoa, Papamoa
Email
jo.morgan@evolocity.co.nz
Data as at
December 2025

Beneficiaries: Children / young people, Other - All

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.3M NZD
Total Assets
$0.2M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
7
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.3M$0.1M
2024$0.4M$0.4M$0.1M
2023$0.4M$0.3M$0.2M
2022$0.3M$0.3M$0.1M
2021$0.3M$0.2M$0.2M
2021$0.3M$0.2M$0.2M
2020$0.3M$0.3M$0.1M
2019$0.3M$0.4M$0.2M
2017$0.5M$0.4M$0.1M
2016$0.3M$0.3M$0.0M

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Eva HakanssonTrustee2024-01-26
John CreightonTrustee2023-01-01
Julian InchChair2017-03-17

Former Officers (8)

  • Sarah Fitzgerald — Trustee & Ceo (departed 2023-01-02)
  • Alan Direen — Trustee (departed 2020-12-08)
  • Leslie Black — Trustee (departed 2022-03-25)
  • Heidi Mardon — Trustee (departed 2017-03-22)
  • Robert McEwen — Founder & Trustee (departed 2025-08-04)
  • Mark Gilbert — Chair (departed 2015-04-29)
  • Duncan Stewart — Trustee (departed 2015-04-29)
  • Hideaki Fukutake — Treasurer (departed 2015-04-29)

Funding Sources

  • Pub Charity Limited — $16,311.82
  • Aotearoa Gaming Foundation — $15,000
  • Aotearoa Gaming Foundation — $15,000
  • Foundation North — $14,000
  • Aotearoa Gaming Foundation — $13,636.28
  • Foundation North — $13,500
  • Foundation North — $12,000
  • Foundation North — $10,000
  • Aotearoa Gaming Foundation — $9,000
  • Lion Foundation — $4,000
  • The Lion Foundation — $4,000

Similar Charities in Education

EducationCharitable Trust

EVolocity Charitable Trust

CC51421Papamoa, PapamoaRegistered 3 Mar 2015
Data updated: Today
Financials9mo agoRating5d ago

Financial data as at December 2025. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$333.4K

Expenses

$320.7K

Assets

$188.3K

Staff

7

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

Mission: Develop the next generation of engineers, technology innovators and entrepreneurs to accelerate New Zealand's transition to electric vehicles and clean transportation, and a more sustainable future. Vision: To provide young people with a practical learning programme which stimulates and embraces innovation, inspires them to pursue subjects and careers in STEM, and leads New Zealand towards electric vehicle uptake.

Who We Serve

Beneficiaries
Children / young peopleOther - All

Key Statistics

Annual Revenue
$333.4K
Total Expenses
$320.7K
Net Assets
$148.2K
Staff
7
employees

Financial Trends

Financial Trends (12 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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
6.6mo
Could operate 6.6 months with zero revenue
Healthy
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

48
Score /100
Concentrated
HHI: 5,175
Other61.2%
Donations37.8%
Investment Income1.0%

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

Peer Comparison

Ranked against 129 peers · Education · $100K – $1M

Rating Score
0
#43/130
Revenue
$333K
#55/130
Reserve Months
0.0
#1/130
Surplus
$13K
#79/130
Staff Cost %
73%
#130/130

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2021
Clean

Contact Details

Address
Papamoa, Papamoa

Registration

Registration NumberCC51421
Entity TypeCharitable Trust
Registered3 Mar 2015
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated14 Apr 2022
Registered office
1 Celmisia Retreat, Papamoa Beach, Papamoa

Sector & Activities

Primary Sector
Education
Activities
Other - Acts an Umbrella body

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: 1 October 2026.