Sustainable Initiatives Aotearoa — Education Charity in Waiheke Island
Sustainable Initiatives Aotearoa is a Trust charity in the Education sector, based in Waiheke Island, Waiheke Island. This organisation also provides funding to other charities. Annual revenue: $0.4M NZD. Financial data as at March 2025.
Mission: Purposes: 1. To strengthen ecological sustainability and improvement of the environment through public education on the importance of the environment and the actions necessary for its conservation. 2. To improve the standard of living and opportunities for low income and vulnerable groups, through public education on the importance of addressing poverty reduction and improving social well-being, and the actions necessary. 3. To undertake research, hold meetings, publish materials, publicise the work of the Trust, undertake outreach and perform other activities in fulfilment of the above objectives. Sustainable Initiatives Aotearoa has a focus on educating and engaging the public on how their actions as ethical investors can improve ecological and social conditions. Research has shown this to be one of the most powerful ways that individuals can improve sustainability.
- Registration Number
- CC51919
- Charity Type
- Trust
- Registration Date
- 2015-06-10
- Status
- Active
- Sector
- Education
- Location
- Waiheke Island, Waiheke Island
- barry@mindfulmoney.nz
- Funder Status
- Grant-making charity (other)
- Data as at
- March 2025
Beneficiaries: Children / young people, General public, Other charities, Voluntary bodies other than charities, Other - All
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $-0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 7
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.4M | $0.3M | $-0.0M |
| 2024 | $0.3M | $0.4M | $-0.1M |
| 2023 | $0.4M | $0.4M | $0.0M |
| 2022 | $0.3M | $0.2M | $0.1M |
| 2021 | $0.1M | $0.1M | $-0.0M |
| 2020 | $0.1M | $0.1M | $-0.0M |
| 2019 | $0.0M | $0.0M | $0.0M |
| 2018 | - | - | - |
| 2017 | - | - | - |
| 2016 | - | - | - |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Simon Joyce | Treasurer | 2026-06-03 |
| Rachel Brown | Trustee | 2025-10-22 |
| Catriona Vennell | Co-Ceo | 2024-01-01 |
| David Tikao | Trustee | 2024-01-01 |
| Robert Coates | Co-Ceo | 2022-01-01 |
| Paul Richardson | Chair | 2020-12-15 |
| Bridget Coates | Trustee | 2019-02-20 |
Former Officers (6)
- Kate Vennell — Deputy Chair and Treasurer (departed 2024-03-31)
- Angela Spain — Trustee (departed 2024-11-05)
- Jonathan Staples — Trustee (departed 2024-02-09)
- Lawrence Mead — Treasurer (departed 2020-05-05)
- Graeme Clark — Trustee (departed 2025-12-05)
- Rosalind David — Deputy Chair (departed 2019-02-20)
Funding Sources
- Simplicity Foundation — $10,000
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
Sustainable Initiatives Aotearoa
Financial data as at March 2025. Sourced from Charities Services register.
This charity has reported liabilities exceeding assets for two or more consecutive years. That pattern is common and structural for retirement villages (occupation-right-agreement bonds recorded as liabilities), iwi treaty-settlement vehicles (future-obligation accruals), and infrastructure trusts with Crown loan principal — it does not indicate financial distress, but our standard reserve-months scoring template does not apply. The charity's figures are shown above.
How ratings work →$357.7K
$317.0K
$138.1K
7
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funded By
Registered charities that have funded this organisation.
About
Purposes: 1. To strengthen ecological sustainability and improvement of the environment through public education on the importance of the environment and the actions necessary for its conservation. 2. To improve the standard of living and opportunities for low income and vulnerable groups, through public education on the importance of addressing poverty reduction and improving social well-being, and the actions necessary. 3. To undertake research, hold meetings, publish materials, publicise the work of the Trust, undertake outreach and perform other activities in fulfilment of the above objectives. Sustainable Initiatives Aotearoa has a focus on educating and engaging the public on how their actions as ethical investors can improve ecological and social conditions. Research has shown this to be one of the most powerful ways that individuals can improve sustainability.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (10 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
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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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