The Motueka Rudolf Steiner School Trust — Education Charity in Upper Moutere
The Motueka Rudolf Steiner School Trust is a Trust charity in the Education sector, based in Upper Moutere, Upper Moutere. Annual revenue: $0.9M NZD. Financial data as at December 2025.
Mission: Our charitable purpose is the advancement of education by establishing and operating playgroups, kindergartens and schools based on the educational principles of Dr Rudolf Steiner.
- Registration Number
- CC21959
- Charity Type
- Trust
- Registration Date
- 2008-03-18
- Status
- Active
- Sector
- Education
- Location
- Upper Moutere, Upper Moutere
- Website
- https://www.motuekasteiner.school.nz
- accounts@mrsst.nz
- Data as at
- December 2025
Beneficiaries: Children / young people, General public
Financial Summary
- Total Revenue
- $0.9M NZD
- Total Expenses
- $0.9M NZD
- Total Assets
- $4.0M NZD
- Net Assets
- $2.7M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 19
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.9M | $0.9M | $2.7M |
| 2024 | $1.0M | $0.8M | $2.8M |
| 2023 | $0.7M | $0.6M | $2.5M |
| 2022 | $0.7M | $0.6M | $2.4M |
| 2021 | $0.7M | $0.6M | $2.3M |
| 2020 | $0.9M | $0.8M | $2.2M |
| 2019 | $1.6M | $0.7M | $2.1M |
| 2018 | $0.9M | $0.7M | $1.2M |
| 2017 | $0.7M | $0.7M | $1.0M |
| 2016 | $0.6M | $0.6M | $1.0M |
Board Members and Officers
Current Officers (9)
| Name | Role | Appointed |
|---|---|---|
| Campbell Algie | Trustee | 2026-06-11 |
| Malin Persson | Trustee | 2026-06-11 |
| Ann Rogers | Trustee | 2026-06-11 |
| Greer Simpson-Shirley | Trustee | 2026-06-11 |
| Lindsay Alexander | Chair | 2026-06-11 |
| Dunja Balmer | Trustee | 2026-06-11 |
| Raymond Harris | Trustee | 2026-06-11 |
| Beba McLean | Trustee | 2025-06-05 |
| David Gaston | Treasurer | 2022-12-15 |
Former Officers (64)
- Benjamin Rudolph — Trustee (departed 2026-09-03)
- Eli Halley — Trustee (departed 2026-06-11)
- Christine Reiter — Trustee (departed 2025-06-18)
- Fred Robertson — Trustee (departed 2023-09-01)
- Lachlan Grey — Trustee (departed 2026-02-13)
- Cara Christie — Trustee (departed 2023-05-27)
- Ian Dorney — Treasurer (departed 2026-04-30)
- Byron Robertson — Trustee (departed 2025-06-18)
- Paula Horn — Trustee (departed 2023-03-13)
- Zoe Dryden — Chair (departed 2023-06-20)
- Louise Bleakley — Trustee (departed 2026-06-11)
- Nicola Bensemann — Trustee (departed 2023-03-05)
- Clare Sutton — Trustee (departed 2022-12-14)
- Nora Franz — Non-Executive-Trustee (departed 2022-07-14)
- Ian Kircher — Trustee (departed 2022-05-25)
- Edith Bulle — Trustee (departed 2022-11-30)
- Konstanze Friedrich - Palzer — Trustee (departed 2022-02-01)
- Ellen Appleton — Non-Executive-Trustee (departed 2023-12-15)
- Warwick Sandler — Trustee (departed 2023-03-05)
- Richard Bier — Non-Executive-Trustee (departed 2022-11-30)
Funding Sources
- Pub Charity Limited — $10,000
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
The Motueka Rudolf Steiner School Trust
Financial data as at December 2025. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. 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 the $2M Tier 2 boundary where audited accounts become mandatory. 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 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$910.5K
$947.6K
$4.0M
19
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Our charitable purpose is the advancement of education by establishing and operating playgroups, kindergartens and schools based on the educational principles of Dr Rudolf Steiner.
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 132 peers · Education · $100K – $1M
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Rating History
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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.
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