Life Education Trust Coastal Otago — Education Charity in Dunedin

Life Education Trust Coastal Otago is a Charitable Trust charity in the Education sector, based in Dunedin, Dunedin. Annual revenue: $0.1M NZD. Financial data as at December 2025.

Mission: Life Education is a children's charity. We visit local schools and preschools and teach "Life Education" to the children up to year 8. Life Education supports students to: develop life skills make healthy choices gain knowledge about health and their bodies develop self esteem and a positive understanding of themselves develop strategies for relating to others

Registration Number
CC52525
Charity Type
Charitable Trust
Registration Date
2015-10-28
Status
Active
Sector
Education
Location
Dunedin, Dunedin
Email
otago@lifeedtrust.org.nz
Data as at
December 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.1M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
2
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.0M
2024$0.1M$0.1M$0.0M
2023$0.1M$0.1M$0.0M
2022$0.1M$0.1M$0.1M
2021$0.1M$0.1M$0.1M
2020$0.1M$0.1M$0.1M
2019$0.1M$0.1M$0.1M
2018$0.1M$0.1M$0.1M
2017$0.1M$0.1M$0.1M
2016$0.2M$0.1M$0.1M

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Dana YoungTrust Manager2026-09-21
Nicole BamfordTreasurer2026-09-01
Elena CalvertTrustee2026-07-01
Lauren MorrisSecretary2025-06-11
Gregory HurleyTrustee2024-09-10
Nicola MirkinChair2024-07-13

Former Officers (23)

  • April Eden — Trustee (departed 2025-09-30)
  • Paige McPherson — Trustee (departed 2026-08-24)
  • Kelly Macknight — Trustee (departed 2025-09-30)
  • William Wilson — Trustee (departed 2024-12-31)
  • Emily Fau-Goodwin — Trustee (departed 2025-06-30)
  • Colette Graimes — Trustee (departed 2025-10-17)
  • Jimi Higgins — Trustee (departed 2023-10-01)
  • Donald McIntosh — Trustee (departed 2023-09-01)
  • Kemp Reynolds — Chair (departed 2026-07-27)
  • Tania McDonald — Trustee (departed 2024-10-29)
  • Leisa de Klerk — Deputy Chair/ Trustee (departed 2022-05-10)
  • Diana Hudson — Trustee (departed 2024-09-30)
  • Hilda Lowery — Trustee (departed 2024-07-13)
  • Leighan Slade — Trustee/treasurer (departed 2025-12-31)
  • Raewyn Alexander — Trustee Deputy Chair (departed 2016-06-01)
  • Aileen Winmill — Trustee (departed 2024-07-14)
  • Verity Harlick — Trustee (departed 2020-12-31)
  • Ross Greer — Trustee (departed 2019-12-13)
  • Gael Trevathan — Secretary (departed 2016-06-01)
  • Craig Hickford — Trustee (departed 2016-06-01)

Funding Sources

  • Aotearoa Gaming Foundation — $10,000
  • Lion Foundation — $7,500
  • Lion Foundation — $7,500
  • Aotearoa Gaming Foundation — $5,000
  • Aotearoa Gaming Foundation — $5,000

Similar Charities in Education

EducationCharitable Trust

Life Education Trust Coastal Otago

CC52525Dunedin, DunedinRegistered 28 Oct 2015
Data updated: 1 Nov 2026
Financials10mo agoRating1mo ago

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

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

XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$63.6K

Expenses

$85.3K

Assets

$57.9K

Staff

2

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

About

Mission

Life Education is a children's charity. We visit local schools and preschools and teach "Life Education" to the children up to year 8. Life Education supports students to: develop life skills make healthy choices gain knowledge about health and their bodies develop self esteem and a positive understanding of themselves develop strategies for relating to others

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$63.6K
Total Expenses
$85.3K
Net Assets
$11.6K
Staff
2
employees

Financial Trends

Financial Trends (11 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
5.7mo
Could operate 5.7 months with zero revenue
Low reserves
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

43
Score /100
Concentrated
HHI: 5,672
Other71.0%
Government Grants24.8%
Donations4.0%
Investment Income0.2%

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

Peer Comparison

Ranked against 294 peers · Education · Under $100K

Rating Score
0
#57/295
Revenue
$64K
#30/295
Reserve Months
0.0
#1/295
Surplus
$-22K
#271/295
Staff Cost %
65%
#295/295

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
30
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2023
Clean
6 years of audit history

Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC52525
Entity TypeCharitable Trust
Registered28 Oct 2015
StatusRegistered

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.