Phoenix Pre-school Incorporated — Education Charity in Ashburton

Phoenix Pre-school Incorporated is a Trust charity in the Education sector, based in Ashburton, Ashburton. Annual revenue: $1.2M NZD. Financial data as at December 2025.

Mission: Early Childhood Education

Registration Number
CC26017
Charity Type
Trust
Registration Date
2008-06-16
Status
Active
Sector
Education
Location
Ashburton, Ashburton
Website
http://www.phoenixpreschool.co.nz
Email
phoenixpreschool@xtra.co.nz
Data as at
December 2025

Beneficiaries: Children / young people, General public, Other - All

Financial Summary

Total Revenue
$1.2M NZD
Total Expenses
$1.1M NZD
Total Assets
$1.3M NZD
Net Assets
$1.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
17
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$1.2M$1.1M$1.1M
2024$1.1M$1.0M$1.0M
2023$1.1M$1.0M$0.9M
2022$1.0M$0.8M$0.9M
2021$0.9M$0.7M$1.0M
2020$0.8M$0.7M$0.6M
2019$0.8M$0.7M$0.5M
2018$0.7M$0.6M$0.4M
2017$0.6M$0.6M$0.2M
2016$0.5M$0.5M$0.2M

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Taela AckroydTeacher Representative2026-03-25
James CochraneChair2024-11-27

Former Officers (51)

  • Rosa Watherston — Trustee
  • Karen Copland — Treasurer
  • Susannah Amos — Trustee (departed 2025-05-06)
  • Karen Robers — Treasurer (departed 2025-04-01)
  • Katrina Palmer — Secretary
  • Kate Veint — Teacher Representative
  • Aafke Baxter — Trustee (departed 2025-03-17)
  • Rachel Langridge — Trustee
  • Alice Vanderweg — Board Memeber (departed 2023-12-04)
  • Daniel Copland — Trustee (departed 2024-02-22)
  • Peter Lee — College Representative (board Member)
  • Craig McNabb — Chair
  • Marloes Morrison — Trustee (departed 2024-03-20)
  • Andrew Salvesen — Treasurer (departed 2023-03-31)
  • Leoni Dytham-Swift — Secretary (departed 2024-03-20)
  • Jeffrey Hurst — Trustee (departed 2023-03-31)
  • Laura George — Trustee (departed 2022-03-22)
  • Libby Argyle — Trustee (departed 2020-08-20)
  • Nicole Cullimore — Teacher Rep (departed 2020-06-01)
  • Rachel Thomas — Trustee (departed 2024-01-01)

Funding Sources

  • Lion Foundation — $20,664

Similar Charities in Education

Phoenix Pre-school Incorporated logo
EducationTrust

Phoenix Pre-school Incorporated

CC26017Ashburton, AshburtonRegistered 16 Jun 2008
Data updated: 3 days ago
Financials9mo agoRating2d ago

Financial data as at December 2025. 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 →
Revenue

$1.2M

Expenses

$1.1M

Assets

$1.3M

Staff

17

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

Early Childhood Education

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther - All

Key Statistics

Annual Revenue
$1.2M
Total Expenses
$1.1M
Net Assets
$1.1M
Staff
17
employees

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based 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
5.2mo
Could operate 5.2 months with zero revenue
Low reserves
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

43
Score /100
Concentrated
HHI: 5,712
Government Grants71.1%
Other25.5%
Investment Income2.4%
Donations1.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 37 peers · Education · $1M – $10M

Rating Score
0
#24/38
Revenue
$1.2M
#33/38
Reserve Months
0.0
#1/38
Surplus
$72K
#25/38
Staff Cost %
90%
#38/38

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
B-
2024
Score: 72.5
Financial: 100 | Governance: 75 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC26017
Entity TypeTrust
Registered16 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated7 Nov 1988
Registered office
Walnut Avenue, Ashburton, 7700

Sector & Activities

Primary Sector
Education
Activities
Provides services (e.g. care / counselling)Other - Acts an Umbrella body

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.