Papakura Budgeting Service Incorporated — Education Charity in Papakura

Papakura Budgeting Service Incorporated is a Trust charity in the Education sector, based in Papakura, Papakura. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: To educate, mentor and sustain whanau and individuals within the community as they seek to successfully take control of their finances.

Registration Number
CC36194
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Papakura, Papakura
Website
https://www.papakurabudgetingservice.com
Email
info@papakurabudgeting.co.nz
Funder Status
Grant-making charity (society)
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.3M NZD
Total Assets
$0.4M NZD
Net Assets
$0.3M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
5
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.3M$0.3M
2024$0.3M$0.3M$0.5M
2023$0.4M$0.3M$0.5M
2022$0.4M$0.3M$0.3M
2021$0.4M$0.2M$0.2M
2020$0.3M$0.2M$0.1M
2019$0.2M$0.2M$0.1M
2018$0.2M$0.2M$0.1M
2017$0.2M$0.2M$0.1M
2016$0.2M$0.2M$0.1M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (22)

  • Rupesh Parikh — Committee Member
  • Robyn Keall — Vice Chairperson
  • Louise Tulp — Treasurer
  • Trevor Harrison — Chair
  • Ashley Dias — Management Committee Member (departed 2019-01-01)
  • Margaret Lafaiki — Teamleader (departed 2025-12-10)
  • Beverly Millar — Vice Chairperson (departed 2018-12-04)
  • Moana Wati — Committee Member (departed 2017-05-15)
  • John Minchinton — Chair (departed 2018-12-04)
  • David Duff — Trustee (departed 2014-05-21)
  • Jaclyn Smith — Secretary
  • Isobel Easton — Chair (departed 2021-07-31)
  • Rob Mitchell — Committee Member (departed 2017-05-15)
  • Ann Magill — Committee Member (departed 2013-09-10)
  • Mary Smith — Committee Member (departed 2015-12-17)
  • Barry Buckley — Committee Member (departed 2016-06-25)
  • Dale Granich — Secretary (departed 2010-10-19)
  • Darryl Evans — Committee Member (departed 2009-11-19)
  • Sally Campbell — Committee Member (departed 2013-11-21)
  • Bryce Parker — Committee Member (departed 2008-12-04)

Funding Sources

  • Foundation North — $50,000
  • Foundation North — $50,000
  • Foundation North — $37,000
  • Foundation North — $30,000
  • Foundation North — $25,000
  • Four Winds Foundation Limited — $10,000

Similar Charities in Education

Papakura Budgeting Service Incorporated logo
FunderEducationTrustSociety

Papakura Budgeting Service Incorporated

CC36194Papakura, PapakuraRegistered 30 Jun 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating3d ago

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

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

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 →
Revenue

$134.5K

Expenses

$280.0K

Assets

$354.4K

Staff

5

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

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To educate, mentor and sustain whanau and individuals within the community as they seek to successfully take control of their finances.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$134.5K
Total Expenses
$280.0K
Net Assets
$317.0K
Staff
5
employees
Volunteers
0

Financial Trends

Financial Trends (17 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
13.9mo
Could operate 13.9 months with zero revenue
Healthy
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

25
Score /100
Highly Concentrated
HHI: 7,529
High Concentration: 86% of revenue from Other
Other86.2%
Donations8.1%
Investment Income5.7%

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

Rating Score
0
#38/133
Revenue
$134K
#114/133
Reserve Months
0.0
#1/133
Surplus
$-145K
#129/133
Staff Cost %
77%
#133/133

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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Contact Details

Registration

Registration NumberCC36194
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated15 Jun 1993
Registered office
57 Wood Street, Papakura, 2110

Sector & Activities

Primary Sector
Education
Activities
Provides advice / information / advocacyProvides services (e.g. care / counselling)

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.