The Wairarapa Montessori Charitable TrustEducation Charity in Carterton

The Wairarapa Montessori Charitable Trust is a Trust charity in the Education sector, based in Carterton, Carterton. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at December 2024.

Mission: To advance the Montessori method of education within the Wairarapa region.

Registration Number
CC20825
Charity Type
Trust
Registration Date
2008-01-30
Status
Active
Sector
Education
Location
Carterton, Carterton
Email
waimontnz@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
December 2024

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.2M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2024-12-31

Financial History

YearRevenueExpensesNet Assets
2024$0.1M$0.2M$0.1M
2023$0.1M$0.1M$0.2M
2022$0.1M$0.1M$0.2M
2021$0.1M$0.1M-
2020$0.1M$0.0M-
2019$0.1M$0.0M-
2018$0.1M$0.1M-
2017$0.1M$0.1M-
2016$0.1M$0.1M$0.0M
2015$0.1M$0.1M-

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Tobias RosenbergChair2024-02-13
Charlotte BensonSecretary2024-02-13
Megan McMillenTrustee2024-02-13
Julie JonesTrustee2009-01-01

Former Officers (23)

  • Louise BaldockTreasurer (departed 2022-12-31)
  • clemente Casttro CervinoTreasurer (departed 2019-12-31)
  • Jules AustinTrustee (departed 2024-12-31)
  • Joke BaleTrustee (departed 2019-12-31)
  • Holly CoombesTrustee (departed 2017-03-31)
  • Michelle SimmsSecretary (departed 2019-12-31)
  • Micaela RuteneTrustee (departed 2019-12-31)
  • Emilie NeubauerChair (departed 2024-12-31)
  • Ewan SmithChair (departed 2016-03-31)
  • Guy FisherTreasurer (departed 2018-01-01)
  • Rachel DellTrustee (departed 2019-12-31)
  • Brenda AndersonTreasurer (departed 2015-04-28)
  • Sarah WebsterTrustee (departed 2016-03-31)
  • Greg SandallTrustee (departed 2017-03-31)
  • Linda PenlingtonTrustee (departed 2015-04-28)
  • Sue WrightTrustee (departed 2012-10-30)
  • Paul BurginTreasurer (departed 2011-11-18)
  • Victoria CassellsTrustee (departed 2011-03-31)
  • Michelle BrasierTrustee (departed 2009-05-14)
  • Tracey MooneyTreasurer (departed 2009-12-31)

Similar Charities in Education

FunderEducationTrustCharitable Trust

The Wairarapa Montessori Charitable Trust

CC20825Carterton, CartertonRegistered 30 Jan 2008
Data updated: 1 Sept 2026
Financials31 Dec 2024Ratingyesterday

Financial data as at December 2024. Sourced from Charities Services register.

NR
Not ratedVolunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →
Revenue

$111.6K

Expenses

$166.1K

Assets

$126.0K

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

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To advance the Montessori method of education within the Wairarapa region.

Key Statistics

Annual Revenue
$111.6K
Total Expenses
$166.1K
Net Assets
$120.6K
Volunteers
0

Financial Trends

Financial Trends (18 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
5.8mo
Could operate 5.8 months with zero revenue
Low reserves
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

4
Score /100
Highly Concentrated
HHI: 9,608
High Concentration: 98% of revenue from Donations
Donations98.0%
Investment Income2.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 108 peers · Education · $100K – $1M

Rating Score
0
#19/109
Revenue
$112K
#100/109
Reserve Months
0.0
#1/109
Surplus
$-54K
#99/109
Staff Cost %
0%
#1/109

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
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Carterton, Carterton

Registration

Registration NumberCC20825
Entity TypeTrust
Registered30 Jan 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Nov 2001

Sector & Activities

Primary Sector
Education

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: 13 September 2026.