East Auckland Home And Budget Service Charitable Trust — Education Charity in Auckland
East Auckland Home And Budget Service Charitable Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.4M NZD. Financial data as at June 2025.
Mission: Provide free budgeting services and advice to all members of our community who seek or are referred for help. Our service provides delivery of one to one financial mentoring and MoneyMates peer-led group support. For clients who are experiencing financial hardship, with the aim of enabling them to become more financially capable, gain control over their financial lives and make long term change. Mentoring supports and empowers clients to identify their aspirations, and develop a strength based financial plan. MoneyMates enables clients to talk about and de-stigmatise financial hardship, while learning from others.
- Registration Number
- CC20906
- Charity Type
- Trust
- Registration Date
- 2008-02-03
- Status
- Active
- Sector
- Education
- Location
- Auckland, Auckland
- admin@homebudget.org.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Beneficiaries: Children / young people, General public
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $0.6M NZD
- Net Assets
- $0.4M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 6
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.4M | $0.5M | $0.4M |
| 2024 | $0.6M | $0.5M | $0.5M |
| 2023 | $0.6M | $0.5M | $0.5M |
| 2022 | $0.7M | $0.5M | $0.4M |
| 2021 | $0.5M | $0.4M | $0.2M |
| 2020 | $0.4M | $0.4M | $0.2M |
| 2019 | $0.4M | $0.4M | $0.1M |
| 2018 | $0.3M | $0.4M | $0.1M |
| 2017 | $0.3M | $0.3M | $0.2M |
| 2016 | $0.3M | $0.3M | $0.2M |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Karin Koekemoer | Trustee | 2024-04-17 |
| Kathy Louis | Trustee/chairperson | 2022-11-01 |
| Mark Palma | Trustee | 2022-11-01 |
| Belinda Partridge | Trustee | 2021-05-27 |
| Robert Choy | Trustee | 2018-09-06 |
| Latainuku Tahaafe | Trustee | 2013-10-31 |
| Paul Williams | Trustee | 2009-11-09 |
Former Officers (10)
- Roxanne Adams — Trustee (departed 2025-11-04)
- Ian Kilgour — Trustee (departed 2025-11-04)
- Tracey Wakefield — Trustee (departed 2019-10-25)
- Stuart Crosbie — Trustee (departed 2016-12-31)
- Jane Harris — Trustee (departed 2014-03-13)
- Wendy Elaine Caspersonn — Trustee (departed 2018-09-06)
- Kevin Donald Mills — Trustee (departed 2021-11-25)
- Will Lee Te Young — Trustee (departed 2009-02-16)
- Margaret Elsie Ruth Burt — Trustee (departed 2013-03-31)
- Robert Peter Young — Trustee (departed 2021-06-30)
Funding Sources
- Foundation North — $25,000
- Foundation North — $25,000
- Foundation North — $25,000
- Foundation North — $25,000
- Four Winds Foundation Limited — $20,000
- The Lion Foundation — $14,087
- Foundation North — $10,000
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
East Auckland Home And Budget Service Charitable Trust
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 →$398.6K
$491.4K
$554.1K
6
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.
Funded By
Registered charities that have funded this organisation.
About
Provide free budgeting services and advice to all members of our community who seek or are referred for help. Our service provides delivery of one to one financial mentoring and MoneyMates peer-led group support. For clients who are experiencing financial hardship, with the aim of enabling them to become more financially capable, gain control over their financial lives and make long term change. Mentoring supports and empowers clients to identify their aspirations, and develop a strength based financial plan. MoneyMates enables clients to talk about and de-stigmatise financial hardship, while learning from others.
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.
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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: 29 September 2026.
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