Invercargill Primary School Educational Initiatives Trust — Education Charity in Invercargill
Invercargill Primary School Educational Initiatives Trust is a Trust charity in the Education sector, based in Invercargill, Invercargill. Annual revenue: $0.7M NZD. Financial data as at December 2025.
Mission: To help guide students to develop an understanding of themselves as gifted individuals, explore and develop their gifts, talents and interest, engage in abstract and complex learning, experience and embrace new challenges, create and innovate
- Registration Number
- CC48288
- Charity Type
- Trust
- Registration Date
- 2012-07-31
- Status
- Active
- Sector
- Education
- Location
- Invercargill, Invercargill
- office@enrich.net.nz
- Data as at
- December 2025
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $0.7M NZD
- Total Expenses
- $0.8M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 6
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.7M | $0.8M | $0.3M |
| 2024 | $0.8M | $0.8M | $0.3M |
| 2023 | $0.7M | $0.8M | $0.4M |
| 2022 | $0.7M | $0.7M | $0.4M |
| 2021 | $0.6M | $0.5M | $0.4M |
| 2021 | $0.6M | $0.5M | $0.3M |
| 2020 | $0.6M | $0.6M | $0.2M |
| 2019 | $0.7M | $0.5M | $0.2M |
| 2018 | $0.5M | $0.5M | $-0.0M |
| 2017 | $0.5M | $0.5M | $-0.0M |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Sharon Livingstone | Trustee | 2025-05-14 |
Former Officers (12)
- Kerry Hawkins — Chair
- Nicola De Ruyter — Trustee
- Andrew Smith — Trustee
- Kevin Silcock — Trustee
- Jamin Lietze — Trustee (departed 2022-03-29)
- Angela Newell — Trustee
- Andrea Joyce — Chair (departed 2023-11-15)
- Callan Goodall — Trustee (departed 2018-12-13)
- Sonya Carey — Executive Officer (departed 2017-02-01)
- Peter Forde — Trustee
- Allan Mitchell — Chair (departed 2018-12-13)
- Marlene Campbell — Trustee (departed 2014-12-20)
Similar Charities in Education
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- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Invercargill Primary School Educational Initiatives Trust
Financial data as at December 2025. Sourced from Charities Services register.
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 →$734.8K
$770.5K
$330.4K
6
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To help guide students to develop an understanding of themselves as gifted individuals, explore and develop their gifts, talents and interest, engage in abstract and complex learning, experience and embrace new challenges, create and innovate
Who We Serve
Key Statistics
Financial Trends
Financial Trends (14 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 132 peers · Education · $100K – $1M
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Rating History
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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: 29 September 2026.
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