Whanganui Montessori Preschool — Education Charity in Whanganui

Whanganui Montessori Preschool is a Charitable Trust charity in the Education sector, based in Whanganui, Whanganui. Annual revenue: $0.7M NZD. Financial data as at December 2025.

Mission: We are a non profit community based preschool that aims to offer affordable education for children aged 2 1/2 to 5 years old.

Registration Number
CC41754
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Whanganui, Whanganui
Website
https://www.whanganuimontessori.co.nz
Email
info@whanganuimontessori.co.nz
Data as at
December 2025

Beneficiaries: Children / young people, Family / whanau, General public

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$0.6M NZD
Total Assets
$0.8M NZD
Net Assets
$0.6M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
10
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.7M$0.6M$0.6M
2024$0.7M$0.5M$0.5M
2023$0.5M$0.5M$0.4M
2022$0.5M$0.5M$0.4M
2021$0.5M$0.5M$0.4M
2020$0.6M$0.6M$0.4M
2019$0.5M$0.5M$0.4M
2018$0.5M$0.5M$0.3M
2017$0.5M$0.5M$0.3M
2016$0.6M$0.5M$0.3M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Bilqis RockVice President2026-08-03
Helaina MatthewsCommittee Member2026-08-03
Willem VolwerkHealth & Safety Officer2026-06-16
Samantha ElmslieTreasurer2026-06-16
Julie HudsonMinistry of Education Liaison2023-11-01
Sarah GoodingSecretary2023-05-23
Michelle SpoonerChair2023-05-23

Former Officers (33)

  • Jarna Brown — Health & Safety Officer (departed 2026-06-16)
  • Abby Stewart — Grants-Co-Ordinator (departed 2025-05-27)
  • Polly Buckley — Parent Liaison (departed 2026-08-06)
  • Cecilia Smith — Committee Member (departed 2023-11-14)
  • Darni O'Connor — Vice President & Treasurer (departed 2026-06-16)
  • Katrina Tasker — Health and Safety Officer (departed 2023-05-23)
  • Tori Bensemann — President (departed 2025-05-27)
  • Adam Crick — Health and Safety (departed 2022-05-10)
  • Fatima Llaguno — President (departed 2023-05-23)
  • Glenn Spooner — Treasurer (departed 2025-05-27)
  • Carla Carter — Vice President (departed 2021-04-30)
  • Lorida Venter — Committee Member (departed 2021-05-04)
  • Samantha Houlahan — Committee Member (departed 2019-12-31)
  • Joshua Houlahan — Committee Member (departed 2019-12-31)
  • Jane van Delden — Secretary (departed 2023-05-23)
  • Lisa Chaplow — Vice President (departed 2021-05-04)
  • Aimee Loveridge — Committee Member (departed 2019-12-31)
  • Louise Kerwin — Committee Member (departed 2019-06-11)
  • Hannah Chapman-Searle — President (departed 2021-09-20)
  • Rebecca Sharratt — Health and Safety (departed 2019-12-31)

Funding Sources

  • Lion Foundation — $5,345
  • Lion Foundation — $714

Similar Charities in Education

Whanganui Montessori Preschool logo
EducationCharitable Trust

Whanganui Montessori Preschool

CC41754Whanganui, WhanganuiRegistered 30 Jun 2008
Data updated: 1 Nov 2026
Financials10mo agoRating1mo ago

Financial data as at December 2025. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$702.3K

Expenses

$601.1K

Assets

$756.8K

Staff

10

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

We are a non profit community based preschool that aims to offer affordable education for children aged 2 1/2 to 5 years old.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral public

Key Statistics

Annual Revenue
$702.3K
Total Expenses
$601.1K
Net Assets
$645.3K
Staff
10
employees

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
4.4mo
Could operate 4.4 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

37
Score /100
Concentrated
HHI: 6,325
Government Grants78.3%
Trading / Services9.8%
Other9.8%
Donations1.4%
Investment Income0.6%

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

Peer Comparison

Ranked against 152 peers · Education · $100K – $1M

Rating Score
0
#47/153
Revenue
$702K
#23/153
Reserve Months
0.0
#1/153
Surplus
$101K
#35/153
Staff Cost %
76%
#153/153

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
30
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Registration

Registration NumberCC41754
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Oct 1991
Registered office
88 Virginia Road, Otamatea, Whanganui

Sector & Activities

Primary Sector
Education
Activities
Other - Acts an Umbrella body

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.