Pakuranga and Howick Budgeting Service Trust — Education Charity in Auckland
Pakuranga and Howick Budgeting Service Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity F (27.6/100). Annual revenue: $0.4M NZD. 1 red flag detected. 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
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- F (27.6/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Website
- https://www.phbs.org.nz
- manager@phbs.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.6M NZD
- Net Assets
- $0.5M NZD
- Reserve Months
- 18.8 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 | - |
| 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 |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 27.6/100
- Financial Score
- 46.5
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 18.8 months of expenses in reserves ($0.5M) — above the 18-month threshold
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
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)
- Anthony Henning — Chair (departed 2020-09-16)
- Bryan Bain — Treasurer (departed 2019-06-30)
- Anthony Phillips — Committee Member (departed 2016-04-30)
- David Houghton — Committee Member (departed 2021-02-17)
- Wendy Martin — Committee Member (departed 2016-08-19)
Funding Sources
- Pub Charity Limited — $6,000
Similar Charities in Education
- Smart Waikato Trust — Education
- Internet New Zealand Incorporated — Education
- Trees For Survival Charitable Trust — Education
- Sir Edmund Hillary Outdoors Education Trust — Education
- Tauranga Regional Free Kindergarten Association Incorporated — Education
Pakuranga and Howick Budgeting Service Trust
CC30684Auckland, AucklandRegistered 30 Jun 2008
Data updated: Today
Financials9mo agoRating9h ago
Financial data as at June 2025. Sourced from Charities Services register.
F
28/100
Reduced by penalties
Financial
47
Governance
50
Transparency
50
Revenue
$424.0K
Expenses
$304.9K
Assets
$567.9K
Staff
4
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Auckland
About
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.
Key Statistics
Annual Revenue
$424.0K
Total Expenses
$304.9K
Net Assets
$478.0K
Staff
4
employees
Volunteers
0
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
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
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
11
Score /100
Highly Concentrated
HHI: 8,902
High Concentration: 94% of revenue from Other
Other94.2%
Investment Income5.3%
Donations0.5%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 119 peers · Education · $100K – $1M
Rating Score
28
Revenue
$424K
Reserve Months
18.8
Surplus
$119K
Staff Cost %
85%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
F
2025
Score: 27.6
Financial: 47 | Governance: 50 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC30684
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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: 23 April 2026.
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