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. CharityData rates this charity B (78.5/100). Annual revenue: $1.0M NZD. Financial data as at December 2024.
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
- CharityData Rating
- B (78.5/100)
- Sector
- Education
- Location
- Upper Moutere, Upper Moutere
- Website
- https://www.motuekasteiner.school.nz
- accounts@mrsst.nz
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $1.0M NZD
- Total Expenses
- $0.8M NZD
- Total Assets
- $4.3M NZD
- Reserve Months
- 0.6 months of operating expenses
- Staff Count
- 20
- Volunteers
- 3
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $1.0M | $0.8M | - |
| 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 |
| 2015 | $1.0M | $0.6M | $1.0M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 78.5/100
- Financial Score
- 80
- Governance Score
- 75
- Transparency Score
- 65
- Program Spending Ratio
- 0.6%
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Eli Halley | Trustee | 2025-06-05 |
| Beba McLean | Trustee | 2025-06-05 |
| David Gaston | Chair | 2022-12-15 |
| Ian Dorney | Treasurer | 2022-11-04 |
| Louise Bleakley | Trustee | 2022-05-25 |
Former Officers (60)
- Lachlan Grey — Trustee (departed 2026-02-13)
- Christine Reiter — Trustee (departed 2025-06-18)
- Fred Robertson — Trustee (departed 2023-09-01)
- Cara Christie — Trustee (departed 2023-05-27)
- Byron Robertson — Trustee (departed 2025-06-18)
- Nicola Bensemann — Trustee (departed 2023-03-05)
- Zoe Dryden — Chair (departed 2023-06-20)
- Paula Horn — Trustee (departed 2023-03-13)
- 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)
- Andra Smith — Trustee (departed 2021-09-19)
- Dieter Brandsch — Trustee (departed 2021-03-03)
- Richard Bier — Non-Executive-Trustee (departed 2022-11-30)
- Claire Griffin — Trustee (departed 2021-06-23)
- Michele Ambrose — Trustee (departed 2021-06-23)
Funding Sources
- Pub Charity Limited — $10,000
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
The Motueka Rudolf Steiner School Trust
CC21959Upper Moutere, Upper MoutereRegistered 18 Mar 2008
Data updated: 3 days ago
Financials31 Dec 2024Rating4d ago
Financial data as at December 2024. Sourced from Charities Services register.
Revenue
$1.0M
Expenses
$753.1K
Assets
$4.3M
Staff
20
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
About
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.
Key Statistics
Annual Revenue
$1.0M
Total Expenses
$753.1K
Net Assets
-
Staff
20
employees
Volunteers
3
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial Health Dashboard
Cents to the Cause
63c
For every $1 spent, 63c reaches programs
Adequate
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
Fundraising Cost
$0.33
Costs $0.33 to raise each $1 in donations
High cost
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
15
Score /100
Highly Concentrated
HHI: 8,480
High Concentration: 92% of revenue from Other
Other91.9%
Trading / Services4.9%
Donations3.2%
Investment Income0.0%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 38 peers · Education · $1M – $10M
Rating Score
79
Revenue
$1.0M
Reserve Months
0.6
Surplus
$296K
Staff Cost %
50%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
BScore: 78.5/100
Financial
80
Governance
75
Transparency
65
Why this grade: Financial 80 × 40% + Governance 75 × 60% = 77 → B.
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Claim This ProfileContact Details
Registration
Registration NumberCC21959
Entity TypeTrust
Registered18 Mar 2008
StatusRegistered
Companies Office
StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Sept 1985
Registered office
33 Wallace Street Motueka 7120, Motueka
Differs from Charities Register address (165 Robinson Road, RD 2, Lower Moutere, Upper Moutere, 7175, Upper Moutere, Upper Moutere). May be stale on either register — verify with the charity if material.
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.
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