New Zealand Association of Economists Education Trust — Education Charity in Wellington

New Zealand Association of Economists Education Trust is a Unincorporated Trust charity in the Education sector, based in Wellington, Wellington. CharityData rates this charity C+ (65.5/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at December 2025.

Mission: The Trust is directed to promoting the education of economists, to advance their analytical skills, bring international calibre speakers to conferences and make awards & prizes to students judged capable of reaching high standards.

Registration Number
CC41123
Charity Type
Unincorporated Trust
Registration Date
2009-06-29
Status
Active
CharityData Rating
C+ (65.5/100)
Sector
Education
Location
Wellington, Wellington
Email
economists@nzae.org.nz
Data as at
December 2025

Beneficiaries: General public, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.4M NZD
Net Assets
$0.4M NZD
Reserve Months
204.7 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.4M
2024$0.0M$0.0M$0.4M
2023$0.0M$0.0M$0.4M
2022$0.0M$0.0M$0.4M
2021$0.0M$0.0M$0.4M
2020$0.0M$0.0M$0.4M
2019$0.1M$0.0M$0.3M
2018$0.0M$0.0M$0.3M
2017$0.0M$0.0M$0.3M
2016$0.0M$0.0M$0.3M

CharityData Rating

Overall Grade
C+
Overall Score
65.5/100
Financial Score
80
Governance Score
65
Transparency Score
65

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Christopher SmithTrustee2024-03-26
Ronald PetersTrustee2024-03-26
Evelyn TruongTrustee2023-05-17
Dennis WesselbaumTrustee2021-10-20
John GallagherTrustee2006-06-30

Former Officers (8)

  • Peter Tait — Trustee (departed 2023-11-23)
  • Mark Holmes — Trustee (departed 2021-10-20)
  • Gail Pacheco — Trustee (departed 2019-10-22)
  • Leo Krippner — Trustee (departed 2019-10-22)
  • Stephen Knowles — Trustee (departed 2015-03-17)
  • William Kaye - Blake — Trustee (departed 2017-10-17)
  • Anthony Byett — Trustee (departed 2023-11-23)
  • Francis Scrimgeour — Trustee (departed 2014-03-17)

Similar Charities in Education

EducationUnincorporated Trust

New Zealand Association of Economists Education Trust

CC41123Wellington, WellingtonRegistered 29 Jun 2009
Data updated: 3 days ago
Financials9mo agoRating3d ago

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

C+
66/100
Financial
80
Governance
65
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 5. 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

$44.2K

Expenses

$8.2K

Assets

$436.0K

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

1 red flag identified- Review the Rating tab for details

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

The Trust is directed to promoting the education of economists, to advance their analytical skills, bring international calibre speakers to conferences and make awards & prizes to students judged capable of reaching high standards.

Who We Serve

Beneficiaries
General publicOther - All

Key Statistics

Annual Revenue
$44.2K
Total Expenses
$8.2K
Net Assets
$436.0K

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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
204.7mo
Could operate 204.7 months with zero revenue
Over-capitalized
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

49
Score /100
Concentrated
HHI: 5,085
Other56.5%
Investment Income43.5%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
66
#39/290
Revenue
$44K
#59/290
Reserve Months
204.7
#1/290
Surplus
$36K
#4/290
Staff Cost %
0%
#1/290

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

Rating History

C+
2025
Score: 65.5
Financial: 80 | Governance: 65 | Transparency: 65
Current
C-
2024
Score: 57.3
Financial: 83 | Governance: 65 | Transparency: 65

Rating

C+
Score: 65.5/100
Financial
80
Governance
65
Transparency
65
Why this grade: Financial 80 × 40% + Governance 65 × 60% = 71 → 66 after red-flag penalties → C+.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Latest Audit

FY2023
Clean
8 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC41123
Entity TypeUnincorporated Trust
Registered29 Jun 2009
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. Last updated: 4 October 2026.