Waldorf Schools (Bay of Plenty) Trust — Education Charity in Tauranga
Waldorf Schools (Bay of Plenty) Trust is a Trust charity in the Education sector, based in Tauranga, Tauranga. CharityData rates this charity D+ (51.9/100). Annual revenue: $2.4M NZD. Financial data as at December 2024.
Mission: To provide a Waldorf education for children aged 0-13 in the Bay of Plenty
- Registration Number
- CC37770
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- D+ (51.9/100)
- Sector
- Education
- Location
- Tauranga, Tauranga
- Website
- https://www.waldorftga.nz
- finance@waldorftga.nz
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $2.4M NZD
- Total Expenses
- $1.9M NZD
- Total Assets
- $7.4M NZD
- Net Assets
- $3.4M NZD
- Reserve Months
- 21.1 months of operating expenses
- Staff Count
- 21
- Volunteers
- 0
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $2.4M | $1.9M | $3.4M |
| 2023 | $1.8M | $1.6M | $6.5M |
| 2022 | $1.4M | $1.5M | $6.3M |
| 2021 | $1.5M | $1.7M | $5.3M |
| 2020 | $1.6M | $1.6M | $5.4M |
| 2019 | $1.5M | $1.3M | $5.4M |
| 2018 | $1.5M | $1.3M | $5.3M |
| 2017 | $1.3M | $1.3M | $4.0M |
| 2016 | $1.3M | $1.3M | $4.0M |
| 2015 | $1.3M | $1.2M | - |
CharityData Rating
- Overall Grade
- D+
- Overall Score
- 51.9/100
- Financial Score
- 52.7
- Governance Score
- 50
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (11)
- Regina Ansorge — Trustee
- Sheryl Jenkins — Trustee
- Geraldine Myers — Trustee (departed 2023-10-23)
- Lois Robertson — Trustee
- Stephen Lane — Trustee
- Ken Smith — Trustee (departed 2012-06-30)
- Louise Gawn — Trustee
- Richard McCormick — Trustee
- Robert Acworth — Trustee (departed 2009-02-01)
- Stella Hamilton-Baker — Trustee (departed 2009-08-04)
- Julian Ketel — Trustee (departed 2018-03-06)
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EducationTrust
Waldorf Schools (Bay of Plenty) Trust
CC37770Tauranga, TaurangaRegistered 30 Jun 2008
Data updated: Today
Financials31 Dec 2024Rating8h ago
Financial data as at December 2024. Sourced from Charities Services register.
D+
52/100
Financial
53
Governance
50
Transparency
50
Revenue
$2.4M
Expenses
$1.9M
Assets
$7.4M
Staff
21
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of D+is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
About
Mission
To provide a Waldorf education for children aged 0-13 in the Bay of Plenty
Key Statistics
Annual Revenue
$2.4M
Total Expenses
$1.9M
Net Assets
$3.4M
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
0mo
Could operate 0 months with zero revenue
Critical
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
46
Score /100
Concentrated
HHI: 5,449
Other66.5%
Donations32.0%
Investment Income1.5%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 27 peers · Education · $1M – $10M
Rating Score
52
Revenue
$2.4M
Reserve Months
21.1
Surplus
$446K
Staff Cost %
62%
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 NumberCC37770
Entity TypeTrust
Registered30 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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