Montessori Children's House Wanaka Trust — Education Charity in Wanaka
Montessori Children's House Wanaka Trust is a Trust charity in the Education sector, based in Wanaka, Wanaka. Annual revenue: $1.0M NZD. Financial data as at March 2025.
Mission: Our mission is to create independence and a life long love of learning in our children by delivering an excellent Montessori Programme in a high quality environment.
- Registration Number
- CC25761
- Charity Type
- Trust
- Registration Date
- 2008-06-11
- Status
- Active
- Sector
- Education
- Location
- Wanaka, Wanaka
- Website
- http://www.mchw.co.nz
- info@mchw.co.nz
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $1.0M NZD
- Total Expenses
- $1.0M NZD
- Total Assets
- $1.7M NZD
- Net Assets
- $1.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 13
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $1.0M | $1.0M | $1.1M |
| 2024 | $1.0M | $0.9M | $1.1M |
| 2023 | $0.9M | $0.7M | $1.0M |
| 2022 | $0.8M | $0.7M | $0.8M |
| 2021 | $0.6M | $0.6M | $0.8M |
| 2020 | $0.5M | $0.6M | $0.7M |
| 2019 | $0.6M | $0.6M | $0.8M |
| 2018 | $0.6M | $0.7M | $0.7M |
| 2017 | $0.7M | $0.7M | $0.8M |
| 2016 | $0.8M | $0.7M | $0.8M |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (41)
- Olivia Pierce — Trustee
- Sarah Akass — Trustee
- Andrew Watt — Chair
- Kirsty Cole — Trustee
- Sophia Lane — Trustee
- Peter Millar — Treasurer
- Janice Revie — Secretary (departed 2024-09-18)
- Fien Scheerlinck — Trustee (departed 2025-04-30)
- Joanna Todd — Trustee (departed 2024-03-28)
- James Elvery — Trustee (departed 2023-02-12)
- Adam Briggs — Trustee-Treasurer (departed 2023-03-31)
- Alice Spiers — Trustee (departed 2024-11-27)
- Kimberely Davis — Chair (departed 2025-02-26)
- Francine Smith — Trustee (departed 2021-02-17)
- Robert Clarke — Trustee (departed 2020-03-20)
- Jane Sharman — Trustee (departed 2020-11-18)
- Natasha Dawes — Trustee (departed 2018-11-21)
- James Brereton — Trustee (departed 2018-12-20)
- Bevin Young — Trustee (departed 2019-11-22)
- Georgina Hudson — Trustee (departed 2018-12-20)
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EducationTrust
Montessori Children's House Wanaka Trust
CC25761Wanaka, WanakaRegistered 11 Jun 2008
Data updated: Today
Financials31 Mar 2025Rating9h ago
Financial data as at March 2025. Sourced from Charities Services register.
NR
Not rated — Summary-form filing — not enough detail to grade
Charities Services Tier 3/4 reporting allows smaller charities to file a summary annual-return form rather than separately 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 $1M threshold at which audited accounts are expected. 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.
How ratings work →Revenue
$996.4K
Expenses
$1.0M
Assets
$1.7M
Staff
13
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Mission
Our mission is to create independence and a life long love of learning in our children by delivering an excellent Montessori Programme in a high quality environment.
Key Statistics
Annual Revenue
$996.4K
Total Expenses
$1.0M
Net Assets
$1.1M
Staff
13
employees
Volunteers
0
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
0mo
Could operate 0 months with zero revenue
Critical
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
7
Score /100
Highly Concentrated
HHI: 9,325
High Concentration: 97% of revenue from Other
Other96.5%
Investment Income3.5%
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
0
Revenue
$996K
Reserve Months
0.0
Surplus
$-12K
Staff Cost %
74%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC25761
Entity TypeTrust
Registered11 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: 23 April 2026.
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