Life Education Trust Western Bay of Plenty Region — Education Charity in Tauranga

Life Education Trust Western Bay of Plenty Region is a Trust charity in the Education sector, based in Tauranga, Tauranga. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at December 2025.

Mission: Our purpose is 'To educate and inspire generations to embrace positive choices for a healthy mind and body'.

Registration Number
CC53023
Charity Type
Trust
Registration Date
2015-12-18
Status
Active
Sector
Education
Location
Tauranga, Tauranga
Website
https://www.lifeeducation.org.nz
Email
keryn.jarvis@bakertillysr.nz
Funder Status
Grant-making charity (trust)
Data as at
December 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.0M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
2
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.0M
2024$0.1M$0.1M$0.1M
2023$0.2M$0.1M$0.1M
2022$0.1M$0.1M$0.1M
2021$0.1M$0.2M$0.1M
2020$0.1M$0.1M$0.1M
2019$0.2M$0.2M$0.1M
2018$0.2M$0.2M$0.2M
2017$0.2M$0.2M$0.2M
2016$0.2M$0.2M$0.2M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Warren McKeeTrustee2025-10-28
Alice ScapensTreasurer2025-10-14
Emma SievwrightTrustee2025-10-14
Shelley BlakeyTrustee2024-09-11
Debbie GivenVice Chairperson2020-09-23
Melanie TaylorTrustee2018-08-20
Keryn JarvisChair2017-10-16

Former Officers (15)

  • Tiffany Rowe — Treasurer (departed 2025-06-24)
  • Jill Barnard — Trustee (departed 2023-11-30)
  • Kathryn Esterman — Trustee (departed 2025-02-13)
  • Astrid Martin — Trustee (departed 2026-04-07)
  • Helena Brocket — Executive Officer (departed 2025-01-03)
  • Tracey Preston — Executive Officer (departed 2019-02-02)
  • Neil Towersey — Trustee (departed 2020-11-12)
  • Michelle Carabine — Trustee (departed 2024-06-09)
  • Robyn Jamieson — Executive Officer (departed 2018-09-03)
  • Brendon Weatherley — Trustee (departed 2017-08-21)
  • Andrea Marsh — Trustee (departed 2018-10-15)
  • Karynn Baird — Treasurer (departed 2018-02-05)
  • Barry Benny — Trustee (departed 2016-08-05)
  • Susan Boyne — Trustee (departed 2020-08-19)
  • Karen Ward — Executive Officer (departed 2017-03-13)

Funding Sources

  • Grassroots Trust Limited — $30,000
  • Lion Foundation — $20,000
  • The Lion Foundation — $20,000

Similar Charities in Education

Life Education Trust Western Bay of Plenty Region logo
FunderEducationTrustTrust

Life Education Trust Western Bay of Plenty Region

CC53023Tauranga, TaurangaRegistered 18 Dec 2015
Data updated: 3 days ago
Financials9mo agoRating2d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

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 →
Revenue

$116.2K

Expenses

$143.6K

Assets

$45.9K

Staff

2

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

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducation
Beneficiaries
General Public
Geographic Focus
Bay of Plenty

About

Mission

Our purpose is 'To educate and inspire generations to embrace positive choices for a healthy mind and body'.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$116.2K
Total Expenses
$143.6K
Net Assets
$39.1K
Staff
2
employees

Financial Trends

Financial Trends (10 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
2.3mo
Could operate 2.3 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

5
Score /100
Highly Concentrated
HHI: 9,512
High Concentration: 98% of revenue from Other
Other97.5%
Donations2.3%
Investment Income0.2%

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

Rating Score
0
#38/133
Revenue
$116K
#123/133
Reserve Months
0.0
#1/133
Surplus
$-27K
#116/133
Staff Cost %
74%
#133/133

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC53023
Entity TypeTrust
Registered18 Dec 2015
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated5 Feb 2016
Registered office
41 Pipitee Street, Thorndon, Wellington
Differs from Charities Register address (236 Bellevue Road, Tauranga 3110, Bellevue, Tauranga, 3110, Tauranga, Tauranga). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Education
Activities
Provides services (e.g. care / counselling)

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.