Eastern Suburbs Montessori Primary School Charitable Trust — Education Charity in Auckland
Eastern Suburbs Montessori Primary School Charitable Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity F (33.2/100). Annual revenue: $0.4M NZD. 1 red flag detected. Financial data as at December 2024.
Mission: The Trust was established in 1996 by a group of parents who wanted their children to have the opportunity to pursue Montessori education through their primary years. Through their efforts and the generosity of local charitable foundations and business, the first class opened in July 1996 with eight 6-year olds and one teacher. As at 31st December 2022, ESMPS has six teachers (3 paid by the Trust), two classrooms (Y1-4 and Y5-8) with 88 enrolled students (56 junior class, 32 senior class) and a community of 64 families.
- Registration Number
- CC32076
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- F (33.2/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Website
- http://www.montessoriprimary.school.nz
- info@montessoriprimary.school.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $0.7M NZD
- Net Assets
- $0.7M NZD
- Reserve Months
- 20.5 months of operating expenses
- Staff Count
- 4
- Volunteers
- 8
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.4M | $0.4M | $0.7M |
| 2023 | $0.3M | $0.4M | $0.7M |
| 2022 | $0.3M | $0.3M | $0.7M |
| 2021 | $0.3M | $0.3M | $0.7M |
| 2020 | $0.3M | $0.3M | $0.7M |
| 2019 | $0.3M | $0.2M | $0.7M |
| 2018 | $0.3M | $0.3M | $0.6M |
| 2017 | $0.3M | $0.3M | $0.6M |
| 2016 | $0.3M | $0.3M | $0.6M |
| 2015 | $0.3M | $0.2M | $0.6M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 33.2/100
- Financial Score
- 54.6
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 20.5 months of expenses in reserves ($0.7M) — above the 18-month threshold
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (39)
- Matt Savory — Trustee
- Jagir Hussan — Trustee
- Tracy Robins — Trustee (departed 2025-08-27)
- Susannah Cleo Graham — Trustee
- Haruka Imoto — Events Trustee
- Gloria Hinestroza Gamba — Trustee
- Claire Denison — Trustee
- Wuyang Xu — Trustee
- Yunhye Choi — Trustee (departed 2024-01-01)
- Inga Wang — Trustee (departed 2024-01-01)
- Fabianno Gatto — Trustee (departed 2021-02-23)
- Jonelle Phillips — Trustee (departed 2021-01-01)
- Jason Stachurski — Trustee (departed 2021-01-01)
- Clive Pinfold — Trustee (departed 2018-11-26)
- Desiree French — Trustee
- Angela Derig — Trustee (departed 2017-08-31)
- Maurine Talpin — Trustee (departed 2017-05-31)
- JACQUELINE DALE — Trustee (departed 2025-10-07)
- Hugh Markham — Trustee (departed 2021-02-01)
- Anna Knight — Trustee (departed 2021-01-01)
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Eastern Suburbs Montessori Primary School Charitable Trust
CC32076Auckland, AucklandRegistered 30 Jun 2008
Data updated: Today
Financials31 Dec 2024Rating15h ago
Financial data as at December 2024. Sourced from Charities Services register.
F
33/100
Reduced by penalties
Financial
55
Governance
50
Transparency
50
Revenue
$371.2K
Expenses
$383.2K
Assets
$726.8K
Staff
4
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EducationCommunity Development
Beneficiaries
ChildrenElderlyGeneral Public
Geographic Focus
Auckland
About
Mission
The Trust was established in 1996 by a group of parents who wanted their children to have the opportunity to pursue Montessori education through their primary years. Through their efforts and the generosity of local charitable foundations and business, the first class opened in July 1996 with eight 6-year olds and one teacher. As at 31st December 2022, ESMPS has six teachers (3 paid by the Trust), two classrooms (Y1-4 and Y5-8) with 88 enrolled students (56 junior class, 32 senior class) and a community of 64 families.
Key Statistics
Annual Revenue
$371.2K
Total Expenses
$383.2K
Net Assets
$653.3K
Staff
4
employees
Volunteers
8
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
11.1mo
Could operate 11.1 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
11
Score /100
Highly Concentrated
HHI: 8,890
High Concentration: 94% of revenue from Trading / Services
Trading / Services94.2%
Donations2.9%
Investment Income2.9%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 119 peers · Education · $100K – $1M
Rating Score
33
Revenue
$371K
Reserve Months
20.5
Surplus
$-12K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileContact Details
Registration
Registration NumberCC32076
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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: 22 April 2026.
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