Perry Outdoor Education Trust Limited — Education Charity in Hamilton
Perry Outdoor Education Trust Limited is a Trust charity in the Education sector, based in Hamilton, Hamilton. Annual revenue: $0.6M NZD. Financial data as at December 2024.
Mission: Our vision is enabling outdoor learning experiences that develop engaged, empowered, connected rangatahi and tamariki. We do this by supporting equitable access to high quality outdoor learning experiences so rangatahi and tamariki can thrive - not just at school, but in life. They are better prepared to contribute to their communities and be kaitiaki of our natural world.
- Registration Number
- CC40199
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Hamilton, Hamilton
- Website
- http://www.poet.org.nz
- info@poet.org.nz
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $0.9M NZD
- Net Assets
- $0.8M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.6M | $0.5M | $0.8M |
| 2023 | $0.5M | $0.5M | - |
| 2022 | $0.5M | $0.5M | $0.7M |
| 2021 | $0.6M | $0.5M | $0.6M |
| 2020 | $0.7M | $0.5M | $0.5M |
| 2019 | $0.7M | $0.5M | $0.3M |
| 2018 | $0.5M | $0.5M | $0.2M |
| 2017 | $0.4M | $0.4M | $0.2M |
| 2016 | $0.4M | $0.5M | $0.1M |
| 2015 | $0.5M | $0.5M | $0.1M |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 20
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Shanan Miles | Director | 2024-08-19 |
| Dianne Pacey | Director | 2024-05-16 |
| David Bradford | Director | 2023-06-15 |
| Vicky McLennan | Director | 2018-10-31 |
| Samantha Burke | Director | 2017-04-12 |
| Marlene Julian | Director | 2005-11-17 |
Former Officers (7)
- Rob Hamill — Director (departed 2021-04-14)
- Craig Blackmore — Trustee (departed 2023-12-14)
- Karen Singers — Director (departed 2011-12-31)
- Michael Brown — Director (departed 2023-12-14)
- Tiffiney Perry — Director (departed 2010-12-16)
- Neil Callaghan — Director (departed 2018-12-31)
- Murray Gutry — Director (departed 2008-01-31)
Funding Sources
- Grassroots Trust Limited — $30,000
Similar Charities in Education
- Christ's College Canterbury — Education
- Pukekohe Christian School Trust — Education
- IPENZ Foundation — Education
- Sathya Sai Preschool Rongomai — Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
EducationTrust
Perry Outdoor Education Trust Limited
CC40199Hamilton, HamiltonRegistered 30 Jun 2008
Data updated: 4 days ago
Financials31 Dec 2024Rating4d ago
Financial data as at December 2024. 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 →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.
- No chair designatedBoard of 6 with no chair designated on the register
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.
Revenue
$585.3K
Expenses
$503.3K
Assets
$867.8K
Staff
3
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
About
Mission
Our vision is enabling outdoor learning experiences that develop engaged, empowered, connected rangatahi and tamariki. We do this by supporting equitable access to high quality outdoor learning experiences so rangatahi and tamariki can thrive - not just at school, but in life. They are better prepared to contribute to their communities and be kaitiaki of our natural world.
Key Statistics
Annual Revenue
$585.3K
Total Expenses
$503.3K
Net Assets
$756.3K
Staff
3
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
31
Score /100
Concentrated
HHI: 6,945
High Concentration: 82% of revenue from Other
Other82.3%
Donations11.6%
Investment Income6.1%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 130 peers · Education · $100K – $1M
Rating Score
0
Revenue
$585K
Reserve Months
0.0
Surplus
$82K
Staff Cost %
44%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Registration NumberCC40199
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Companies Office
StatusRegistered
Entity TypeNZ Limited Company
Incorporated29 Jun 1994
Company #619279
Registered office
8 Peake Road, Rd 3, Hamilton, 3283
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: 4 May 2026.
Similar Charities in Education
Other Education charities ranked by overall score