Otaki Montessori Pre-School Incorporated — Education Charity in Otaki
Otaki Montessori Pre-School Incorporated is a Trust charity in the Education sector, based in Otaki, Otaki. Annual revenue: $0.6M NZD. Financial data as at June 2025.
Mission: Our vision is to provide tamariki/children and families in our community with high quality, early childhood education. The purpose of the Otaki Montessori Pre-School is to offer the community, families and people of Otaki a quality education which follows the principles of Montessori weaved into the New Zealand Early Childhood Curriculum. Our aim is to be considered in the community as an excellent choice for quality pre-school education.
- Registration Number
- CC37378
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Otaki, Otaki
- om_admin@otakimontessori.co.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.6M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 11
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.6M | $0.6M | $0.1M |
| 2024 | $0.6M | $0.6M | $0.2M |
| 2023 | $0.5M | $0.5M | $0.2M |
| 2022 | $0.5M | $0.4M | $0.1M |
| 2021 | $0.4M | $0.5M | $0.1M |
| 2020 | $0.4M | $0.4M | $0.1M |
| 2019 | $0.4M | $0.4M | $0.1M |
| 2018 | $0.3M | $0.3M | $0.1M |
| 2017 | $0.3M | $0.3M | $0.1M |
| 2016 | $0.3M | $0.3M | $0.2M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (64)
- Daniel Blake — Secretary
- Sarah Neumayer — President
- Ferne Blake — Treasurer
- Deborah Mekalick — President (departed 2025-12-12)
- Polly Case — President (departed 2025-08-01)
- Aoife Blair — Treasurer (departed 2025-12-12)
- Cameron Wislang — President (departed 2025-06-19)
- Candice Menara — Treasurer (departed 2025-06-19)
- Paris Dalrymple-Mortleman — President (departed 2023-11-30)
- Daryn Watters — Officer (departed 2024-08-23)
- Miles Crayford — Officer (departed 2022-11-17)
- Carly Houpapa — Secretary (departed 2022-11-17)
- Amanda Southern — Officer (departed 2022-11-17)
- Georgia Barchard — Committee Member (departed 2021-11-01)
- Susanna Jewell — Secretary (departed 2021-11-01)
- Amy Hurman — Committee Member (departed 2021-11-01)
- Michael Hurman — Vice President (departed 2021-11-01)
- Seth Goodin — Treasurer (departed 2021-11-01)
- Charlotte Graham — Teacher Representative (departed 2020-11-24)
- Lesley Bishop — Committee Member (departed 2019-11-27)
Funding Sources
- New Zealand Community Trust — $58,482.02
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Otaki Montessori Pre-School Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
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 →$588.8K
$613.0K
$153.2K
11
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Our vision is to provide tamariki/children and families in our community with high quality, early childhood education. The purpose of the Otaki Montessori Pre-School is to offer the community, families and people of Otaki a quality education which follows the principles of Montessori weaved into the New Zealand Early Childhood Curriculum. Our aim is to be considered in the community as an excellent choice for quality pre-school education.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
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
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
Sector & Activities
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.
Similar Charities in Education
Other Education charities ranked by overall score