Matamata Household Budget Advisory Service IncorporatedEducation Charity in Matamata

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

Mission: To be a safe and encouraging place where people and whanau can come and have their basic needs protected eg access to power, rent & food. We aim to guide and educate clients to handle their money effectively through free, supportive,confidential and culturally aware services. We achieve this by connecting and advocating with appropriate services and supports they may need. We encourage and help people to set achievable financial goals and help them gain confidence and coping skills to have effective management of their own resources.

Registration Number
CC29434
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Matamata, Matamata
Email
admin@matamatabudget.co.nz
Funder Status
Grant-making charity (society)
Data as at
June 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
4
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M-
2024$0.1M$0.1M$0.2M
2023$0.1M$0.1M-
2022$0.1M$0.1M-
2021$0.1M$0.1M-
2020$0.0M$0.1M-
2019$0.1M$0.1M-
2018$0.1M$0.1M-
2017$0.1M$0.1M-
2016$0.1M$0.1M-

Board Members and Officers

Current Officers (10)

NameRoleAppointed
Stephen TuckH&s-Officer-/-Assistant-Co-Ordinator2025-09-11
Tamara DonderwinkelVice Chair/temporary Treasurer2025-08-18
Danielle ClementsCo-Ordinator2022-08-16
Dennis MurrayCommittee Member2018-08-20
Liz WerderCommittee Member2017-10-02
Clare McVeighChair2017-09-11
Maree EarlCommittee Member2017-08-21
Wanda LeadbeaterCommittee Member2012-08-20
Pat MurrayCommittee Member2011-08-15
Elizabeth KeaneSecretary2008-06-30

Former Officers (17)

  • Megan AndrewCommittee Member (departed 2025-05-07)
  • Stephanie CopeCommittee Member (departed 2022-07-01)
  • Dawn GreenCommittee Member (departed 2021-06-22)
  • Theo ValeChair (departed 2023-08-21)
  • Kelly HudsonCommittee Member (departed 2018-08-20)
  • Angela MotionChair (departed 2016-12-18)
  • Karen RandallCommittee Member (departed 2018-08-20)
  • Arlene DewCommittee Member (departed 2013-03-11)
  • Wendy RoweCommittee Member (departed 2017-08-29)
  • Val BarronVice Chairperson (departed 2016-03-17)
  • Rita GeraghtyCommittee (departed 2012-04-10)
  • Janice EarlTreasurer (departed 2011-08-14)
  • Mark SutherlandCommittee Member (departed 2009-08-19)
  • John TownshendCommittee Member (departed 2016-09-01)
  • Patricia MurraySecretary (departed 2010-02-10)
  • Peter MurrayCommittee Member (departed 2010-08-08)
  • Ida Van HeuvenCommittee Member (departed 2014-06-04)

Similar Charities in Education

FunderEducationTrustSociety

Matamata Household Budget Advisory Service Incorporated

CC29434Matamata, MatamataRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials30 Jun 2025Ratingyesterday

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

NR
Not ratedCharity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

How ratings work →
Revenue

$135.7K

Expenses

$118.8K

Staff

4

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
Education
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To be a safe and encouraging place where people and whanau can come and have their basic needs protected eg access to power, rent & food. We aim to guide and educate clients to handle their money effectively through free, supportive,confidential and culturally aware services. We achieve this by connecting and advocating with appropriate services and supports they may need. We encourage and help people to set achievable financial goals and help them gain confidence and coping skills to have effective management of their own resources.

Key Statistics

Annual Revenue
$135.7K
Total Expenses
$118.8K
Net Assets
-
Staff
4
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
17mo
Could operate 17 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: 7,531
High Concentration: 86% of revenue from Other
Other86.2%
Investment Income8.3%
Donations5.6%

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

Peer Comparison

Ranked against 159 peers · Education · $100K – $1M

Rating Score
0
#29/160
Revenue
$136K
#131/160
Reserve Months
0.0
#1/160
Surplus
$17K
#80/160
Staff Cost %
71%
#160/160

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

Address
Matamata, Matamata

Registration

Registration NumberCC29434
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated13 Sept 1994

Sector & Activities

Primary Sector
Education

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.