Pakuranga and Howick Budgeting Service Trust — Education Charity in Auckland
Pakuranga and Howick Budgeting Service Trust is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. Annual revenue: $0.4M NZD. Financial data as at June 2025.
Mission: Educating, teaching and helping families and individuals in our community to manage their finances competently. Our aim is to help families in handling their own financial affairs through the development of sound money management skills.
- Registration Number
- CC30684
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Auckland, Auckland
- Website
- https://www.phbs.org.nz
- manager@phbs.org.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People with disabilities, Other - All
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.6M NZD
- Net Assets
- $0.5M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 4
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.4M | $0.3M | $0.5M |
| 2024 | $0.3M | $0.2M | $0.4M |
| 2023 | $0.4M | $0.2M | $0.3M |
| 2022 | $0.2M | $0.2M | $0.2M |
| 2021 | $0.3M | $0.1M | $0.2M |
| 2020 | $0.1M | $0.1M | $0.1M |
| 2019 | $0.1M | $0.1M | $0.1M |
| 2018 | $0.1M | $0.1M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
| 2016 | $0.1M | $0.0M | $0.1M |
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Kirsten Steinbring | Trustee | 2022-11-14 |
| Nicolas McClean | Secretary | 2021-10-29 |
| Judith Brown | Trustee | 2019-10-01 |
Former Officers (33)
- David Foster — Treasurer (departed 2015-11-30)
- Dawn Tomlinson — Volunteer (departed 2016-06-30)
- Trevor Lowe — Treasurer
- Kirsten Belanve — Trustee
- Patrick O'Regan — Trustee
- Glenn Reynolds — Deputy Chairperson
- Nic McClean — Secretary
- Ashley Perera — Trustee (departed 2023-04-10)
- Nikki Newham — Trustee (departed 2022-08-15)
- Kenneth Fraser — Chair
- Judy Brown — Trustee
- Nick Ng — Treasurer (departed 2023-05-01)
- Wolf Schmahl — Committee Member (departed 2021-09-22)
- Bruce Fife — Committee Member (departed 2021-08-09)
- June Holyoake — Manager (departed 2018-05-25)
- Bryan Bain — Treasurer (departed 2019-06-30)
- Anthony Phillips — Committee Member (departed 2016-04-30)
- Anthony Henning — Chair (departed 2020-09-16)
- David Houghton — Committee Member (departed 2021-02-17)
- Wendy Martin — Committee Member (departed 2016-08-19)
Funding Sources
- Foundation North — $25,000
- Foundation North — $25,000
- Foundation North — $25,000
- Foundation North — $20,000
- The Lion Foundation — $5,000
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
- Alan Duff Charitable Foundation — Education
Pakuranga and Howick Budgeting Service 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 →$424.0K
$304.9K
$567.9K
4
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funded By
Registered charities that have funded this organisation.
About
Educating, teaching and helping families and individuals in our community to manage their finances competently. Our aim is to help families in handling their own financial affairs through the development of sound money management skills.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 129 peers · Education · $100K – $1M
Top Peers in Group
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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: 1 October 2026.
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