Waikanae Montessori Pre school Incorporated — Education Charity in Waikanae

Waikanae Montessori Pre school Incorporated is a Trust charity in the Education sector, based in Waikanae, Waikanae. Annual revenue: $0.8M NZD. Financial data as at September 2025.

Mission: From our Mission Statement: Waikanae Montessori Preschool aims to provide children with high quality education and care. Our dynamic curriculum is based on Montessori principles.....and incorporates Te Whariki.

Registration Number
CC43893
Charity Type
Trust
Registration Date
2010-03-25
Status
Active
Sector
Education
Location
Waikanae, Waikanae
Website
https://www.waikanaemontessori.school.nz
Email
info@waikanaemontessori.school.nz
Data as at
September 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.7M NZD
Total Assets
$0.6M NZD
Net Assets
$0.4M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
10
Volunteers
0
Financial Year End
2025-09-30

Financial History

YearRevenueExpensesNet Assets
2025$0.8M$0.7M$0.4M
2024$0.7M$0.6M$0.4M
2023$0.6M$0.5M$0.3M
2022$0.4M$0.5M$0.3M
2021$0.5M$0.4M$0.3M
2020$0.4M$0.4M$0.2M
2019$0.4M$0.4M$0.2M
2018$0.3M$0.4M$0.2M
2017$0.3M$0.4M$0.2M
2016$0.4M$0.4M$0.3M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (28)

  • Michael Gorin — Trust Board Member
  • Annabel Ross — Trust Board Member
  • Matthew Burns — Trust Board Member
  • Shirley Jones — Trust Board Member
  • Bevan Campbell — Trust Board Member
  • Bridget Grace — Trust Board Member
  • Leigh Foster — Trust Board Member (departed 2023-08-09)
  • Sarah Yanez — Trust Board Member (departed 2023-03-28)
  • Elizabeth Bennett — Trust Board Member
  • Martin Whyle — Trust Board Member (departed 2022-10-07)
  • Hayden Foster — Trust Board Member (departed 2022-10-06)
  • Ronel Bridge — Trust Board Member (departed 2022-11-15)
  • Sam Winstanley — Trust Board Member (departed 2022-08-14)
  • Linda Goertzen — Trust Board Member (departed 2021-02-25)
  • Linda Osborne — Trust Board Member (departed 2021-03-09)
  • Lance Friend — Trust Board Member (departed 2023-03-28)
  • Amanda Lowe — Trust Board Member
  • Don Guthrie — Service Provider Contact Person (departed 2021-05-11)
  • Gill McKenzie — Trust Board Member (departed 2018-03-27)
  • Sharon Daniel — Trust Board Member (departed 2019-03-27)

Similar Charities in Education

Waikanae Montessori Pre school Incorporated logo
EducationTrust

Waikanae Montessori Pre school Incorporated

CC43893Waikanae, WaikanaeRegistered 25 Mar 2010
Data updated: 4 days ago
Financials30 Sept 2025Rating4d ago

Financial data as at September 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 →

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 8. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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.

Revenue

$756.2K

Expenses

$725.3K

Assets

$561.8K

Staff

10

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

About

Mission

From our Mission Statement: Waikanae Montessori Preschool aims to provide children with high quality education and care. Our dynamic curriculum is based on Montessori principles.....and incorporates Te Whariki.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$756.2K
Total Expenses
$725.3K
Net Assets
$443.9K
Staff
10
employees
Volunteers
0

Financial Trends

Financial Trends (16 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
4.4mo
Could operate 4.4 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

29
Score /100
Highly Concentrated
HHI: 7,073
High Concentration: 83% of revenue from Other
Other82.5%
Trading / Services16.3%
Donations0.6%
Investment Income0.6%

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

Rating Score
0
#38/133
Revenue
$756K
#10/133
Reserve Months
0.0
#1/133
Surplus
$31K
#62/133
Staff Cost %
82%
#133/133

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Registration

Registration NumberCC43893
Entity TypeTrust
Registered25 Mar 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated17 Oct 1977
Registered office
3b Seddon St, Waikanae, Kapiti, 5036

Sector & Activities

Primary Sector
Education
Activities
Provides services (e.g. care / counselling)

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: 30 September 2026.