The Education Partnership and Innovation Trust — Education Charity in Auckland
The Education Partnership and Innovation Trust is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.5/100). Annual revenue: $3.3M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: The Education Partnership and Innovation Trust (EPIT) advances and improves educational outcomes through combining, collaborating and sharing resources of aligned charitable and educational organisations. Enabled by a sustainable, transformative cross-sector partnership approach, we work with innovative leaders to create opportunities for collaboration, innovation and co-creation. These partnerships influence education mindsets to transform equitable outcomes for learners throughout Aotearoa New Zealand and especially to communities in areas of greatest need. Our purpose supports our vision of working together to achieve a thriving, equitable Aotearoa for all learners.
- Registration Number
- CC59037
- Charity Type
- Charitable Trust
- Registration Date
- 2021-06-02
- Status
- Active
- CharityData Rating
- B+ (82.5/100)
- Sector
- Education
- Location
- Auckland, Auckland
- team@epit.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $3.3M NZD
- Total Expenses
- $2.8M NZD
- Total Assets
- $3.9M NZD
- Net Assets
- $1.5M NZD
- Reserve Months
- 0.6 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $3.3M | $2.8M | $1.5M |
| 2024 | $2.8M | $2.0M | $0.0M |
| 2023 | $0.5M | $1.8M | $0.2M |
| 2022 | $2.0M | $0.5M | $1.5M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 82.5/100
- Financial Score
- 100
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Dorothy Adams | Trustee | 2025-12-01 |
| Robert (Rob) McIntosh | Trustee | 2024-02-01 |
| Debbie Burrows | Trustee | 2024-02-01 |
| Lorraine Mentz | Chair | 2023-05-01 |
| Elizabeth Gibbs | Trustee | 2023-05-01 |
| Pare Keiha | Trustee | 1958-12-06 |
Former Officers (4)
- Luella Linaker — Trustee (departed 2025-10-14)
- Tim Gander — Trustee (departed 2024-11-15)
- Hana O'regan — Trustee-and-Co-Chair (departed 2025-09-30)
- Perpetual Trust Limited — Trustee (departed 2023-04-30)
Funding Sources
- Hugh Green Foundation — $62,089
- Simplicity Foundation — $30,000
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
- Alan Duff Charitable Foundation — Education
The Education Partnership and Innovation Trust
Financial data as at March 2025. Sourced from Charities Services register.
$3.3M
$2.8M
$3.9M
5
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
The Education Partnership and Innovation Trust (EPIT) advances and improves educational outcomes through combining, collaborating and sharing resources of aligned charitable and educational organisations. Enabled by a sustainable, transformative cross-sector partnership approach, we work with innovative leaders to create opportunities for collaboration, innovation and co-creation. These partnerships influence education mindsets to transform equitable outcomes for learners throughout Aotearoa New Zealand and especially to communities in areas of greatest need. Our purpose supports our vision of working together to achieve a thriving, equitable Aotearoa for all learners.
Key Statistics
Financial Trends
Financial Trends (4 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 42 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.
Rating
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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. Last updated: 1 October 2026.
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