West Auckland Montessori Trust — Education Charity in Kumeu
West Auckland Montessori Trust is a Trust charity in the Education sector, based in Kumeu, Kumeu. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at December 2023.
Mission: The general advancement and teaching of the Montessori method of education in pre-schools, primary and secondary schools in New Zealand. Furthering and advancing the knowledge and skills for New Zealand teachers of the Montessori method of education. Helping fund Montessori classrooms (including teacher salaries) and materials.
- Registration Number
- CC22281
- Charity Type
- Trust
- Registration Date
- 2008-03-30
- Status
- Active
- Sector
- Education
- Location
- Kumeu, Kumeu
- Website
- http://westaucklandmontessori.org/
- treasurer@huapaimontessori.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- December 2023
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
- 3
- Financial Year End
- 2023-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2023 | $0.1M | $0.2M | $0.1M |
| 2022 | $0.1M | $0.1M | - |
| 2021 | $0.1M | $0.1M | - |
| 2020 | $0.1M | $0.1M | - |
| 2019 | $0.0M | $0.1M | - |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.1M | $0.1M | - |
| 2016 | $0.1M | $0.1M | - |
| 2015 | $0.1M | $0.1M | $0.2M |
| 2014 | $0.2M | $0.2M | $0.3M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Evgenia (Jane) Shvarova | Trustee-Deputy | 2024-08-02 |
| Eloiza Montana | Trustee | 2024-08-02 |
| Fang Liu | Trustee-Treasure | 2023-05-17 |
| Jing (Jojo) Chen | Trustee-Chairperson | 2023-04-26 |
Former Officers (29)
- Steven Arnold — Trustee-Co-Opted (departed 2024-10-27)
- Catherine Rogers — Trustee (departed 2024-10-29)
- Hanna Platonov — Trustee-Treasurer (departed 2024-05-01)
- Chencheng Li — Trustee-Media (departed 2024-05-01)
- Amina Aggarwal — Trustee-It (departed 2024-05-01)
- Min-Jeong Binnie (nee Kim) — Trustee (departed 2023-04-26)
- Helen Hrvojka Vidakovic — Chair (departed 2023-04-26)
- Meriem Nafissa BENKEBIL-LEDWICH — Trustee (departed 2023-04-26)
- Ekaterina Moiseeva — Treasurer (departed 2022-01-14)
- Natasha Anne Peyman — Chair (departed 2022-01-14)
- Bertie Wiehahn — Chair Person (departed 2019-11-06)
- Stephanie Meldau — Secretary (departed 2019-04-04)
- Philippa Hayward — Enrolment Officer (departed 2018-12-31)
- Kim Barker — Marketing (departed 2020-06-30)
- Francis Joung — Marketing (departed 2017-03-11)
- Christine Choi — Trustee (departed 2020-06-30)
- Haydn Cooper — Chair (departed 2018-07-01)
- Paul Owen — Trustee (departed 2018-07-01)
- Mereana Tautu — Fundraising & Promotions (departed 2015-02-27)
- Melanie Khan — Secretary, Enrolments (departed 2017-06-30)
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- Woodford House Trust Board — Education
- Selwyn House School Trust Board — Education
West Auckland Montessori Trust
Financial data as at December 2023. Sourced from Charities Services register.
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 →Reasons to look carefully (1)
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- Current annual return overdueThe newest annual return we hold is 32 months old — a more recent return may already be on the Charities Services register
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$79.8K
$151.2K
$140.2K
Financial data from Charities Services annual return (FY2023). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The general advancement and teaching of the Montessori method of education in pre-schools, primary and secondary schools in New Zealand. Furthering and advancing the knowledge and skills for New Zealand teachers of the Montessori method of education. Helping fund Montessori classrooms (including teacher salaries) and materials.
Key Statistics
Financial Trends
Financial Trends (16 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 323 peers · Education · Under $100K
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Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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: 12 September 2026.
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