Life Education Trust Heartland Otago Southland — Health Charity in Alexandra
Life Education Trust Heartland Otago Southland is a Trust charity in the Health sector, based in Alexandra, Alexandra. Annual revenue: $0.3M NZD. Financial data as at December 2025.
Mission: Life Education is a children's charity. We visit local schools and teach 'Life Education' to children up to year 8. Life Education supports students to: • develop life skills • make healthy choices • gain knowledge about health and their bodies • develop self-esteem and a positive understanding of themselves • develop strategies for relating to others
- Registration Number
- CC20301
- Charity Type
- Trust
- Registration Date
- 2007-12-18
- Status
- Active
- Sector
- Health
- Location
- Alexandra, Alexandra
- heartland@lifeedtrust.org.nz
- Data as at
- December 2025
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.3M | $0.3M |
| 2024 | $0.3M | $0.3M | $0.3M |
| 2023 | $0.3M | $0.2M | $0.3M |
| 2022 | $0.2M | $0.2M | $0.3M |
| 2021 | $0.2M | $0.2M | $0.3M |
| 2020 | $0.2M | $0.1M | $0.3M |
| 2019 | $0.2M | $0.2M | $0.3M |
| 2018 | $0.2M | $0.1M | $0.3M |
| 2017 | $0.2M | $0.1M | $0.2M |
| 2016 | $0.1M | $0.1M | $0.2M |
Board Members and Officers
Current Officers (10)
| Name | Role | Appointed |
|---|---|---|
| Andrea Howden | Trustee | 2026-04-20 |
| Sarah Preece | Trustee | 2026-04-20 |
| Brittney Purdie | Treasurer | 2026-03-15 |
| Penelope O'Meara | Trustee | 2024-12-10 |
| Sarah Fredric | Executive Officer/secretary | 2024-07-23 |
| Louise Tankard | Trustee | 2023-11-20 |
| Roshell Edlin | Educator | 2023-08-09 |
| Peta Brown | Trustee | 2022-07-19 |
| Anne-Marie Wells | Trustee | 2021-04-14 |
| Pip Tisdall | Educator | 2008-01-01 |
Former Officers (38)
- Barbara Daxenberger — Trustee (departed 2026-03-15)
- Ashley Bickley — Trustee (departed 2025-03-17)
- Gloria McHutchon — Trustee (departed 2025-03-17)
- Aaron Dykes — Trustee (departed 2023-11-20)
- Tracey van Herel — Chair (departed 2026-03-15)
- Meghan Pagey — Trustee (departed 2023-01-05)
- Jane Sharman — Trustee (departed 2020-11-01)
- Kerry Seymour — Trustee (departed 2022-03-29)
- Logan Miller — Trustee (departed 2021-04-01)
- Dana Young — Administration Officer (departed 2024-06-24)
- Brenda King — Trustee (departed 2019-01-10)
- Justine Abernethy — Trustee (departed 2020-02-11)
- Diane Bennett — Trustee (departed 2019-01-09)
- Kelsey Harrison — Trustee (departed 2018-05-01)
- Rohan Hill — Trustee (departed 2019-02-14)
- David Mowat — Trustee (departed 2018-04-24)
- Graeme Brown — Trustee (departed 2018-11-01)
- Janette Matheson — Treasurer (departed 2020-07-09)
- Gill Naylor — Trustee (departed 2022-10-20)
- Margaret Box — Trustee (departed 2025-03-17)
Funding Sources
- Aotearoa Gaming Foundation — $50,000
- The Trusts Community Foundation — $15,000
- Lion Foundation — $14,000
- The Lion Foundation — $10,000
- The Trusts Community Foundation — $10,000
- The Trusts Community Foundation — $10,000
- Aotearoa Gaming Foundation — $6,884
- Grassroots Trust Limited — $4,060.45
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
Life Education Trust Heartland Otago Southland
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 →$322.2K
$312.3K
$317.6K
3
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Life Education is a children's charity. We visit local schools and teach 'Life Education' to children up to year 8. Life Education supports students to: • develop life skills • make healthy choices • gain knowledge about health and their bodies • develop self-esteem and a positive understanding of themselves • develop strategies for relating to others
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 157 peers · Health · $100K – $1M
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
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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: 28 September 2026.
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