Wa Ora Montessori School Charitable Trust — Education Charity in Lower Hutt
Wa Ora Montessori School Charitable Trust is a Trust charity in the Education sector, based in Lower Hutt, Lower Hutt. This organisation also provides funding to other charities. Annual revenue: $0.8M NZD. Financial data as at December 2025.
Mission: 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.
- Registration Number
- CC25018
- Charity Type
- Trust
- Registration Date
- 2008-05-28
- Status
- Active
- Sector
- Education
- Location
- Lower Hutt, Lower Hutt
- Website
- waora.school.nz
- hayley@waora.school.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- December 2025
Financial Summary
- Total Revenue
- $0.8M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $1.2M NZD
- Net Assets
- $1.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.8M | $0.5M | $1.2M |
| 2024 | $0.7M | $0.5M | $0.9M |
| 2023 | $0.7M | $1.4M | $0.7M |
| 2022 | $0.7M | $0.7M | $1.4M |
| 2021 | $0.7M | $0.3M | $1.5M |
| 2020 | $0.7M | $0.2M | $1.0M |
| 2019 | $0.7M | $0.6M | $0.5M |
| 2018 | $0.7M | $0.9M | $0.4M |
| 2017 | $0.7M | $0.5M | $0.6M |
| 2016 | $0.6M | $0.5M | $0.4M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Chelsea Malcolm | Trustee | 2025-02-03 |
| Lara Matthews | Trustee | 2025-02-03 |
| Janice Sue | Trustee | 2025-02-03 |
| Byron Lynds | Chair | 2022-06-29 |
Former Officers (10)
- Mark Skelly — Trustee (departed 2025-02-03)
- Scott Champion — Trustee (departed 2025-02-03)
- Mark Blackham — Trustee (departed 2016-11-10)
- Katherine Rennie — Chair (departed 2022-06-29)
- Deborah Whittington — Trustee (departed 2011-06-20)
- Karen Maggs — Trustee (departed 2016-11-15)
- Susan Bungay — Trustee (departed 2008-06-01)
- Vicki Sellar — Trustee (departed 2016-11-10)
- Shane Harrison — Trustee (departed 2022-06-29)
- Sola Freeman — Trustee (departed 2011-06-20)
Similar Charities in Education
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- Selwyn House School Trust Board — Education
- Wesley College Trust Board — Education
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Wa Ora Montessori School Charitable Trust
Financial data as at December 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 →$829.2K
$540.9K
$1.2M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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.
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 107 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.
Rating History
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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: 14 September 2026.
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