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Charity Summary


Charity Details


School Business Managers' Association Incorporated
CC20188
9429042711223
Registered

Registration details

5/12/2007
December 31

Name change history

Name Effective Date
School Executive Officers' Association Incorporated 5/12/2007
School Business Managers' Association Incorporated 26/07/2019

Address for service

PO Box 21116
Rototuna
Chartwell
Hamilton
3256
56 Kimbrae Drive
Rototuna North
Hamilton
3210

Charity's other details

0211560016


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

Our Motto: Excellence in School Business Management Mission Statement: To be a sustainable organisation that has visibility, relevance and influence. Vision Statement: To be the professional body of choice for school business leaders.

Note: The main sectors, activities and beneficiaries are bolded.

Provides advice / information / advocacy

Makes grants / loans to individuals, Acts as an umbrella / resource body

Education / training / research

Other (please state)

(Business and property managers working in New Zealand schools)

Legal Structure

Incorporated Society

Annual Returns


Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return by 30 June 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 30 June 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/12/2025 30/06/2026 23/06/2026 $579,182 $585,890 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 16/06/2025 $585,419 $541,745 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 30/05/2024 $541,958 $459,317 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 12/07/2023 $539,467 $463,019 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 13/06/2022 $546,935 $422,277 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 23/06/2021 $201,416 $111,514 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 18/06/2020 $537,605 $434,080 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 8/07/2019 $334,862 $392,053 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 2/07/2018 $350,258 $378,224 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 14/06/2017 $351,192 $369,959 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Lisa Davis-Miller Secretary 17/06/2026
Laurel McMurchy Regional Delegate 25/03/2026
Tarryn Forte-Lyons Regional Delegate 5/03/2026
Rachel Armishaw Regional Delegate 1/07/2025
Mandy Steininger Regional Delegate 18/06/2025
Cherie Butcher Regional Delegate 1/06/2025
Rudra Pradeep Regional Delegate 12/07/2024
Stephanie Anne Elder Regional Delegate/Vice President 12/07/2024
Susan Quinn Regional Delegate 12/07/2024
Albertina Janet van Dijk Regional Delegate 31/01/2024
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Past Officers

Officer Name Position Past Since
Lisa Rae Baker Regional Delegate 25/03/2026
Pip Palmer Regional Delegate 1/07/2025
Troy Gerbich President 12/05/2025
Ian McMillan Regional Delegate 12/07/2024
Lorraine Yvonne Biggs Regional Delegate 12/07/2024
Denise Bellette Treasurer 11/07/2024
Cassandra Leigh Fitzsimmons Regional Delegate 31/01/2024
Wendy Lorraine Bulloch Secretary 14/07/2023
Elizabeth McDonald Regional Delegate 14/07/2022
Elliott Longworth Regional Delegate 14/07/2022
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Charity Updates


Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
26/05/2026 NOC040
20/03/2026 NOC039
5/10/2025 NOC038
5/10/2025 NOC037
13/07/2023 NOC034
10/06/2022 NOC031
19/08/2019 NOC028
6/08/2019 NOC027
29/07/2019 NOC026
9/01/2019 NOC024
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.