Bethlehem Institute Limited — Education Charity in Tauranga
Bethlehem Institute Limited is a Trust charity in the Education sector, based in Tauranga, Tauranga. CharityData rates this charity B- (74.7/100). Annual revenue: $6.1M NZD. Financial data as at December 2025.
Mission: A tertiary education provider and a Private Training establishment approved under the Education Act 1989
- Registration Number
- CC25333
- Charity Type
- Trust
- Registration Date
- 2008-06-04
- Status
- Active
- CharityData Rating
- B- (74.7/100)
- Sector
- Education
- Location
- Tauranga, Tauranga
- brigid.mcgillivray@cet.org.nz
- Data as at
- December 2025
Beneficiaries: Children / young people, General public
Financial Summary
- Total Revenue
- $6.1M NZD
- Total Expenses
- $6.0M NZD
- Total Assets
- $2.5M NZD
- Net Assets
- $1.1M NZD
- Reserve Months
- 1.8 months of operating expenses
- Staff Count
- 54
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $6.1M | $6.0M | $1.1M |
| 2024 | $5.2M | $5.3M | $1.0M |
| 2023 | $5.2M | $5.1M | $1.1M |
| 2022 | $4.7M | $5.3M | $1.0M |
| 2021 | $4.9M | $4.7M | $1.7M |
| 2020 | $4.2M | $4.0M | $1.6M |
| 2019 | $4.1M | $3.9M | $1.4M |
| 2018 | $3.9M | $3.8M | $0.9M |
| 2017 | $4.0M | $4.0M | $0.8M |
| 2016 | $4.0M | $4.0M | $0.8M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 74.7/100
- Financial Score
- 78.8
- Governance Score
- 65
- Transparency Score
- 85
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Joshua Naeff | Director | 2025-06-16 |
| Nathan Balmer | Director | 2023-08-07 |
| Andrea Hall | Director | 2021-06-08 |
| Jonathon Boom | Director | 2019-02-04 |
| Jacqueline Burne | Director | 2017-04-24 |
Former Officers (23)
- Joanna Wallis — Director (departed 2023-12-04)
- Robert Stacey — Director (departed 2023-04-17)
- Richard Thurlow — Director (departed 2023-07-08)
- Simon McLeay — Director (departed 2022-06-13)
- Margaret Canter — Director (departed 2019-01-28)
- Kevin FOX — Director (departed 2017-11-07)
- Bernadette Lampp — Director (departed 2020-04-06)
- Terry Fulljames — Director (departed 2021-12-07)
- Patricia Knox — Director (departed 2013-05-31)
- Alan Withy — Director (departed 2013-06-24)
- Phillip Nash — Director (departed 2012-03-16)
- David Tweed — Director (departed 2025-11-17)
- Rod Edwards — Director (departed 2016-12-31)
- Peter Ewart — Trustee (departed 2010-12-31)
- Tony Hawkins — Trustee (departed 2010-12-31)
- Colleen Fryett — Director (departed 2012-03-01)
- Sharon Hanna — Director (departed 2016-04-30)
- Graham Preston — Director (departed 2009-08-11)
- Dr Rod Edwards — Director (departed 2009-08-11)
- George Bryant — Director (departed 2009-08-11)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| J Boom | Director | $4,500 | 2024 |
| A Hall | Director | $2,250 | 2024 |
| J Burne | Director | $1,750 | 2024 |
| D Tweed | Director | $500 | 2024 |
| N Balmer | Director | $500 | 2024 |
Service Providers
- KPMG
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
Bethlehem Institute Limited
Financial data as at December 2025. Sourced from Charities Services register.
Reasons to look carefully (2)
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 recorded on the registerNo chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
- Same audit firm for many yearsSame audit firm (KPMG) for 9 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
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. Methodology: /about/methodology/concern-signals.
$6.1M
$6.0M
$2.5M
54
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
A tertiary education provider and a Private Training establishment approved under the Education Act 1989
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 37 peers · Education · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
B-Is this your charity?
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Sector & Activities
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: 30 September 2026.
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