Whanganui Montessori Preschool — Education Charity in Whanganui

Whanganui Montessori Preschool is a Trust charity in the Education sector, based in Whanganui, Whanganui. Annual revenue: $0.7M NZD. Financial data as at December 2024.

Mission: We are a non profit community based preschool that aims to offer affordable education for children aged 2 1/2 to 5 years old.

Registration Number
CC41754
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Whanganui, Whanganui
Website
https://www.whanganuimontessori.co.nz
Email
info@whanganuimontessori.co.nz
Data as at
December 2024

Beneficiaries: Children / young people, Family / whanau, General public

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$0.5M NZD
Total Assets
$0.6M NZD
Net Assets
$0.5M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
13
Volunteers
0
Financial Year End
2024-12-31

Financial History

YearRevenueExpensesNet Assets
2024$0.7M$0.5M$0.5M
2023$0.5M$0.5M$0.4M
2022$0.5M$0.5M$0.4M
2021$0.5M$0.5M$0.4M
2020$0.6M$0.6M$0.4M
2019$0.5M$0.5M$0.4M
2018$0.5M$0.5M$0.3M
2017$0.5M$0.5M$0.3M
2016$0.6M$0.5M$0.3M
2015$0.5M$0.5M$0.3M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Bilqis RockVice President2026-08-03
Helaina MatthewsCommittee Member2026-08-03
Willem VolwerkHealth & Safety Officer2026-06-16
Samantha ElmslieTreasurer2026-06-16
Julie HudsonMinistry of Education Liaison2023-11-01
Sarah GoodingSecretary2023-05-23
Michelle SpoonerPresident2023-05-23

Former Officers (33)

  • Jarna Brown — Health & Safety Officer (departed 2026-06-16)
  • Abby Stewart — Grants-Co-Ordinator (departed 2025-05-27)
  • Polly Buckley — Parent Liaison (departed 2026-08-06)
  • Cecilia Smith — Committee Member (departed 2023-11-14)
  • Darni O'Connor — Vice President & Treasurer (departed 2026-06-16)
  • Katrina Tasker — Health and Safety Officer (departed 2023-05-23)
  • Tori Bensemann — President (departed 2025-05-27)
  • Adam Crick — Health and Safety (departed 2022-05-10)
  • Fatima Llaguno — President (departed 2023-05-23)
  • Glenn Spooner — Treasurer (departed 2025-05-27)
  • Carla Carter — Vice President (departed 2021-04-30)
  • Lorida Venter — Committee Member (departed 2021-05-04)
  • Samantha Houlahan — Committee Member (departed 2019-12-31)
  • Joshua Houlahan — Committee Member (departed 2019-12-31)
  • Jane van Delden — Secretary (departed 2023-05-23)
  • Lisa Chaplow — Vice President (departed 2021-05-04)
  • Aimee Loveridge — Committee Member (departed 2019-12-31)
  • Louise Kerwin — Committee Member (departed 2019-06-11)
  • Hannah Chapman-Searle — President (departed 2021-09-20)
  • Rebecca Sharratt — Health and Safety (departed 2019-12-31)

Funding Sources

  • Lion Foundation — $6,059

Similar Charities in Education

Whanganui Montessori Preschool logo
EducationTrust

Whanganui Montessori Preschool

CC41754Whanganui, WhanganuiRegistered 30 Jun 2008
Data updated: 2 days ago
Financials31 Dec 2024Rating2d ago

Financial data as at December 2024. 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 →
Revenue

$677.0K

Expenses

$548.9K

Assets

$642.2K

Staff

13

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

We are a non profit community based preschool that aims to offer affordable education for children aged 2 1/2 to 5 years old.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral public

Key Statistics

Annual Revenue
$677.0K
Total Expenses
$548.9K
Net Assets
$544.2K
Staff
13
employees
Volunteers
0

Financial Trends

Financial Trends (17 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
6.9mo
Could operate 6.9 months with zero revenue
Healthy
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

28
Score /100
Highly Concentrated
HHI: 7,184
High Concentration: 84% of revenue from Other
Other83.9%
Trading / Services11.6%
Investment Income2.7%
Donations1.8%

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
$677K
#15/133
Reserve Months
0.0
#1/133
Surplus
$128K
#23/133
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
30
Transparency
65
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC41754
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Oct 1991
Registered office
88 Virginia Road, Otamatea, Whanganui

Sector & Activities

Primary Sector
Education
Activities
Other - Acts an Umbrella body

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: 28 September 2026.