Phoenix Pre-school Incorporated — Education Charity in Ashburton
Phoenix Pre-school Incorporated is a Trust charity in the Education sector, based in Ashburton, Ashburton. CharityData rates this charity B+ (83.5/100). Annual revenue: $1.1M NZD. Financial data as at December 2024.
Mission: Early Childhood Education
- Registration Number
- CC26017
- Charity Type
- Trust
- Registration Date
- 2008-06-16
- Status
- Active
- CharityData Rating
- B+ (83.5/100)
- Sector
- Education
- Location
- Ashburton, Ashburton
- Website
- http://www.phoenixpreschool.co.nz
- phoenixpreschool@xtra.co.nz
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $1.1M NZD
- Total Expenses
- $1.0M NZD
- Total Assets
- $1.2M NZD
- Net Assets
- $1.0M NZD
- Reserve Months
- 12.4 months of operating expenses
- Staff Count
- 21
- Volunteers
- 0
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $1.1M | $1.0M | $1.0M |
| 2023 | $1.1M | $1.0M | $0.9M |
| 2022 | $1.0M | $0.8M | $0.9M |
| 2021 | $0.9M | $0.7M | $1.0M |
| 2020 | $0.8M | $0.7M | $0.6M |
| 2019 | $0.8M | $0.7M | $0.5M |
| 2018 | $0.7M | $0.6M | $0.4M |
| 2017 | $0.6M | $0.6M | $0.2M |
| 2016 | $0.5M | $0.5M | $0.2M |
| 2015 | $0.5M | $0.5M | - |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 83.5/100
- Financial Score
- 97.9
- Governance Score
- 50
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (27)
- Rosa Watherston — Trustee
- Karen Copland — Treasurer
- Susannah Amos — Trustee (departed 2025-05-06)
- James Cochrane — Trustee
- Karen Robers — Treasurer (departed 2025-04-01)
- Katrina Palmer — Secretary
- Aafke Baxter — Trustee (departed 2025-03-17)
- Kate Veint — Teacher Representative
- Rachel Langridge — Trustee
- Alice Vanderweg — Board Memeber (departed 2023-12-04)
- Daniel Copland — Trustee (departed 2024-02-22)
- Peter Lee — College Representative (board Member)
- Craig McNabb — Chair
- Andrew Salvesen — Treasurer (departed 2023-03-31)
- Marloes Morrison — Trustee (departed 2024-03-20)
- Leoni Dytham-Swift — Secretary (departed 2024-03-20)
- Laura George — Trustee (departed 2022-03-22)
- Jeffrey Hurst — Trustee (departed 2023-03-31)
- Nicole Cullimore — Teacher Rep (departed 2020-06-01)
- Libby Argyle — Trustee (departed 2020-08-20)
Funding Sources
- Lion Foundation — $20,664
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EducationTrust
Phoenix Pre-school Incorporated
CC26017Ashburton, AshburtonRegistered 16 Jun 2008
Data updated: Today
Financials31 Dec 2024Rating10h ago
Financial data as at December 2024. Sourced from Charities Services register.
B+
84/100
Financial
98
Governance
50
Transparency
50
Revenue
$1.1M
Expenses
$1.0M
Assets
$1.2M
Staff
21
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
About
Mission
Early Childhood Education
Key Statistics
Annual Revenue
$1.1M
Total Expenses
$1.0M
Net Assets
$1.0M
Staff
21
employees
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
10.9mo
Could operate 10.9 months with zero revenue
Healthy
Fundraising Cost
$0.14
Costs $0.14 to raise each $1 in donations
Efficient
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
8
Score /100
Highly Concentrated
HHI: 9,229
High Concentration: 96% of revenue from Other
Other96.0%
Investment Income3.6%
Donations0.4%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 27 peers · Education · $1M – $10M
Rating Score
84
Revenue
$1.1M
Reserve Months
12.4
Surplus
$103K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileContact Details
Registration
Registration NumberCC26017
Entity TypeTrust
Registered16 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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: 23 April 2026.
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