Rule Education Trust — Education Charity in Auckland
Rule Education Trust is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. Annual revenue: $2.0M NZD. 1 red flag detected. Financial data as at March 2026.
Mission: The purpose of the Trust is to develop, facilitate, manage, teach and train effective educational classes, groups, schools or other bodies that will greatly improve individuals' skill, ability and understanding with intent to forward the social, academic and economic development for people of any ethnicity, denomination, sex or age in New Zealand. Our Mission Statement: To help individuals achieve competence in life through education. In summary, we exist to help people by using the teaching methods we have gained by our own learning and experience. Those people who are not otherwise succeeding in life because of barriers resulting from a lack of education and understanding on the basics of life.
- Registration Number
- CC47797
- Charity Type
- Charitable Trust
- Registration Date
- 2012-01-21
- Status
- Active
- Sector
- Education
- Location
- Auckland, Auckland
- info@ruleeducation.co.nz
- Data as at
- March 2026
Beneficiaries: Children / young people, Family / whanau, General public, Older people, Other charities, People of a certain ethnic / racial origin, Voluntary bodies other than charities, Other - All
Financial Summary
- Total Revenue
- $2.0M NZD
- Total Expenses
- $1.3M NZD
- Total Assets
- $2.4M NZD
- Net Assets
- $1.9M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 13
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $2.0M | $1.3M | $1.9M |
| 2025 | $1.2M | $0.9M | $1.5M |
| 2024 | $1.4M | $0.8M | $1.2M |
| 2023 | $0.8M | $0.6M | $0.6M |
| 2022 | $0.7M | $0.6M | $0.5M |
| 2021 | $0.7M | $0.6M | $0.3M |
| 2020 | $0.7M | $0.6M | $0.2M |
| 2019 | $0.3M | $0.3M | $0.1M |
| 2018 | $0.2M | $0.2M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (6)
- Susan Giles — Secretary
- Ruben Mendoza Polo — Trustee
- Viktoriia Baranik — Secretary (departed 2022-09-13)
- Stephen Rule — Chair
- Reitoa Enua O Atiu Rule — Treasurer
- David Rule — Chair (departed 2021-07-04)
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Crossways Community Creche Incorporated — Education
- Christchurch Rudolf Steiner School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association Incorporated — Education
Rule Education Trust
Financial data as at March 2026. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →Reasons to look carefully (1)
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.
- Government-funding concentration92% of latest-year revenue came from government grants — single-stream dependency
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.
$2.0M
$1.3M
$2.4M
13
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
The purpose of the Trust is to develop, facilitate, manage, teach and train effective educational classes, groups, schools or other bodies that will greatly improve individuals' skill, ability and understanding with intent to forward the social, academic and economic development for people of any ethnicity, denomination, sex or age in New Zealand. Our Mission Statement: To help individuals achieve competence in life through education. In summary, we exist to help people by using the teaching methods we have gained by our own learning and experience. Those people who are not otherwise succeeding in life because of barriers resulting from a lack of education and understanding on the basics of life.
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 49 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.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileLatest Audit
FY2025Contact Details
Registration
Companies Office
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.
Similar Charities in Education
Other Education charities ranked by overall score