Iona College — Education Charity in Havelock North

Iona College is a Trust charity in the Education sector, based in Havelock North, Havelock North. CharityData rates this charity A- (86.5/100). Annual revenue: $9.4M NZD. Financial data as at December 2025.

Mission: To provide and promote education for girls Years 7 through 13

Registration Number
CC27347
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A- (86.5/100)
Sector
Education
Location
Havelock North, Havelock North
Email
finance.manager@iona.school.nz
Data as at
December 2025

Beneficiaries: Children / young people, Family / whanau, General public, Religious groups

Financial Summary

Total Revenue
$9.4M NZD
Total Expenses
$8.8M NZD
Total Assets
$36.5M NZD
Net Assets
$23.8M NZD
Reserve Months
0.7 months of operating expenses
Staff Count
52
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$9.4M$8.8M$23.8M
2024$9.2M$8.4M$23.2M
2023$9.0M$8.1M$22.4M
2022$6.8M$5.9M$21.7M
2021$5.7M$5.1M$20.8M
2020$5.2M$4.6M$20.2M
2019$4.2M$3.8M$20.6M
2018$3.9M$2.0M$19.2M
2017$4.0M$3.8M$18.9M
2016$3.8M$3.5M$18.7M

CharityData Rating

Overall Grade
A-
Overall Score
86.5/100
Financial Score
100
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
William KerstenTrustee2021-06-28
Felicity BengeTrustee2019-12-31
Sally CranswickTrustee2018-05-01

Former Officers (4)

  • Colin English — Trustee (departed 2019-12-31)
  • Pauline Campbell — Trustee (departed 2018-04-30)
  • Fiona McGlashan — Trustee (departed 2021-06-28)
  • Rodney Gallen — Trustee (departed 2012-03-03)

Funding Sources

  • First Light Community Foundation Limited — $5,596.1

Similar Charities in Education

EducationTrust

Iona College

CC27347Havelock North, Havelock NorthRegistered 30 Jun 2008
Data updated: 3 days ago
Financials9mo agoRating2d ago

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

A-
87/100
Financial
100
Governance
55
Transparency
65

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$9.4M

Expenses

$8.8M

Assets

$36.5M

Staff

52

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

About

Mission

To provide and promote education for girls Years 7 through 13

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicReligious groups

Key Statistics

Annual Revenue
$9.4M
Total Expenses
$8.8M
Net Assets
$23.8M
Staff
52
employees

Financial Trends

Financial Trends (18 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
0.7mo
Could operate 0.7 months with zero revenue
Critical
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

50
Score /100
Concentrated
HHI: 4,987
Other62.8%
Donations31.9%
Government Grants5.1%
Investment Income0.1%

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

Peer Comparison

Ranked against 37 peers · Education · $1M – $10M

Rating Score
87
#7/38
Revenue
$9.4M
#2/38
Reserve Months
0.7
#1/38
Surplus
$613K
#7/38
Staff Cost %
34%
#38/38

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

Rating History

A-
2025
Score: 86.5
Financial: 100 | Governance: 55 | Transparency: 65
Current
A-
2024
Score: 89.5
Financial: 100 | Governance: 65 | Transparency: 65

Rating

A-
Score: 86.5/100
Financial
100
Governance
55
Transparency
65
Why this grade: Financial 100 × 40% + Governance 55 × 60% = 73 → A-.
View Full Score Breakdown

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Contact Details

Address
Havelock North, Havelock North

Registration

Registration NumberCC27347
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeTrust
Incorporated1 Apr 2020

Sector & Activities

Primary Sector
Education
Activities
Provides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides religious services / 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: 28 September 2026.