Matamata Household Budget Advisory Service Incorporated — Education 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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Stephen Tuck | H&s-Officer-/-Assistant-Co-Ordinator | 2025-09-11 |
| Tamara Donderwinkel | Vice Chair/temporary Treasurer | 2025-08-18 |
| Danielle Clements | Co-Ordinator | 2022-08-16 |
| Dennis Murray | Committee Member | 2018-08-20 |
| Liz Werder | Committee Member | 2017-10-02 |
| Clare McVeigh | Chair | 2017-09-11 |
| Maree Earl | Committee Member | 2017-08-21 |
| Wanda Leadbeater | Committee Member | 2012-08-20 |
| Pat Murray | Committee Member | 2011-08-15 |
| Elizabeth Keane | Secretary | 2008-06-30 |
Former Officers (17)
- Megan Andrew — Committee Member (departed 2025-05-07)
- Stephanie Cope — Committee Member (departed 2022-07-01)
- Dawn Green — Committee Member (departed 2021-06-22)
- Theo Vale — Chair (departed 2023-08-21)
- Kelly Hudson — Committee Member (departed 2018-08-20)
- Angela Motion — Chair (departed 2016-12-18)
- Karen Randall — Committee Member (departed 2018-08-20)
- Arlene Dew — Committee Member (departed 2013-03-11)
- Wendy Rowe — Committee Member (departed 2017-08-29)
- Val Barron — Vice Chairperson (departed 2016-03-17)
- Rita Geraghty — Committee (departed 2012-04-10)
- Janice Earl — Treasurer (departed 2011-08-14)
- Mark Sutherland — Committee Member (departed 2009-08-19)
- John Townshend — Committee Member (departed 2016-09-01)
- Patricia Murray — Secretary (departed 2010-02-10)
- Peter Murray — Committee Member (departed 2010-08-08)
- Ida Van Heuven — Committee Member (departed 2014-06-04)
Similar Charities in Education
- IPENZ Foundation — Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Sathya Sai Preschool Rongomai — Education
- Supporters Of Tiritiri Matangi Incorporated — Education
Matamata Household Budget Advisory Service Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
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 →$135.7K
$118.8K
4
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.
About
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
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 159 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: 12 September 2026.
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