# Wa Ora Montessori School Charitable Trust

**Charities Register number:** CC25018
**Status:** Registered
**Registered since:** 2008-05-28
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Lower Hutt
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The continuation of the provision within New Zealand of Montessori Preschool and Primary Education and generally to promote and encourage the expansion of Wa Ora Montessori School.

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-12-31)

- **Total revenue:** NZ$829k
- **Total expenses:** NZ$541k
- **Surplus / deficit:** NZ$288k
- **Total assets:** NZ$1.23M
- **Total liabilities:** NZ$51
- **Net assets:** NZ$1.23M
- **Donations:** NZ$822k
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8ab62c42-d8e6-f011-bb4e-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-12-31 | NZ$829k | NZ$541k | NZ$288k | NZ$1.23M |
| 2024-12-31 | NZ$690k | NZ$455k | NZ$234k | NZ$941k |
| 2023-12-31 | NZ$667k | NZ$1.36M | NZ$-691k | NZ$706k |
| 2022-12-31 | NZ$652k | NZ$746k | not disclosed | NZ$1.40M |
| 2021-12-31 | NZ$705k | NZ$261k | not disclosed | NZ$1.49M |
| 2020-12-31 | NZ$680k | NZ$150k | not disclosed | NZ$1.05M |
| 2019-12-31 | NZ$740k | NZ$617k | not disclosed | NZ$517k |
| 2018-12-31 | NZ$694k | NZ$880k | not disclosed | NZ$395k |
| 2017-12-31 | NZ$677k | NZ$483k | not disclosed | NZ$580k |
| 2016-12-31 | NZ$640k | NZ$499k | not disclosed | NZ$386k |

## Governance

- **Officers on the register:** 4 current (14 including former)
- **Chair recorded:** yes
- **Auditor:** Wa Ora Montessori School Charitable Trust
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC25018) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-12
- Financials: last updated 2026-09-13
- Rating: computed 2026-09-12
- This document generated: 2026-09-14

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/wa-ora-montessori-school-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/wa-ora-montessori-school-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/wa-ora-montessori-school-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC25018
- Charity website: waora.school.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/wa-ora-montessori-school-charitable-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-14T21:22:48.880Z.