NZ Institute Of Economic Research Incorporated — Education Charity in Wellington
NZ Institute Of Economic Research Incorporated is a Incorporated Society charity in the Education sector, based in Wellington, Wellington. CharityData rates this charity C- (57.5/100). Annual revenue: $5.6M NZD. Financial data as at March 2026.
Mission: To conduct, promote and assist research into economic problems directly or indirectly affecting New Zealand, and to advance the study and understanding of economic matters. At all times to conduct activities in an impartial and independent manner [abridged from Constitution]
- Registration Number
- CC33555
- Charity Type
- Incorporated Society
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C- (57.5/100)
- Sector
- Education
- Location
- Wellington, Wellington
- econ@nzier.org.nz
- Data as at
- March 2026
Beneficiaries: General public, Other charities
Financial Summary
- Total Revenue
- $5.6M NZD
- Total Expenses
- $5.6M NZD
- Total Assets
- $3.6M NZD
- Net Assets
- $1.9M NZD
- Reserve Months
- 0.8 months of operating expenses
- Staff Count
- 26
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $5.6M | $5.6M | $1.9M |
| 2025 | $4.8M | $5.1M | $1.8M |
| 2024 | $5.0M | $5.6M | $2.1M |
| 2023 | $6.0M | $5.8M | $2.7M |
| 2022 | $5.2M | $5.4M | $2.6M |
| 2021 | $5.1M | $5.1M | $2.8M |
| 2020 | $5.6M | $5.4M | $2.8M |
| 2019 | $5.0M | $5.0M | $2.6M |
| 2018 | $5.7M | $5.6M | $2.6M |
| 2017 | $5.0M | $5.1M | $2.6M |
CharityData Rating
- Overall Grade
- C-
- Overall Score
- 57.5/100
- Financial Score
- 50
- Governance Score
- 75
- Transparency Score
- 85
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (21)
- Mike Burrell — Trustee
- Jason Shoebridge — Chief Executive
- Terri Boote — Secretary
- Paula Brosnahan — Trustee
- Lesley Oxley — Trustee
- Bruce Wattie — Chair
- Iain Pryde — Trustee
- Robert Watson — Chair (departed 2024-08-21)
- Dianne McCarthy — Trustee (departed 2023-08-17)
- Angela Bull — Trustee (departed 2019-04-30)
- Laurence Kubiak — Chief Executive (departed 2021-09-03)
- John Anderson — Trustee (departed 2017-03-14)
- Jean-pierre De Raad — Chief Executive (departed 2014-09-12)
- Jessica Matthewson — Secretary (departed 2020-10-11)
- Paul Baines — Trustee (departed 2019-05-31)
- Thomas Layton — Chief Executive (departed 2009-08-20)
- Norman Geary — Trustee (departed 2016-06-03)
- Richard Nottage — Trustee (departed 2011-08-28)
- Vivian Hall — Trustee (departed 2020-02-25)
- Michael Walls — Trustee (departed 2019-03-31)
Disclosed Pay and Fees
| Name | Role | Role type | Compensation | Year |
|---|---|---|---|---|
| Senior Management Group | Chief Executive Officer, Deputy Chief Executive Auckland, Deputy Chief Executive Wellington | Executive role | $792,514 | 2025 |
| Board Members (excluding CEO) | Board Member | Board or trustee role | $87,333 | 2025 |
Service Providers
- Grant Thornton
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NZ Institute Of Economic Research Incorporated
Financial data as at March 2026. Sourced from Charities Services register.
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.
- Same audit firm for many yearsSame audit firm (Grant Thornton) for 8 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
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.
$5.6M
$5.6M
$3.6M
26
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
To conduct, promote and assist research into economic problems directly or indirectly affecting New Zealand, and to advance the study and understanding of economic matters. At all times to conduct activities in an impartial and independent manner [abridged from Constitution]
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 49 peers · Education · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
C-Is this your charity?
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FY2025Contact Details
Registration
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Sector & 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.
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