Te Aroha Family Budgeting Services Charitable Trust — Education Charity in Te Aroha
Te Aroha Family Budgeting Services Charitable Trust is a Trust charity in the Education sector, based in Te Aroha, Te Aroha. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: Te Aroha Family Budgeting Services Charitable Trust is dedicated to the development and education of budgeting skills through community programs and free advice from supportive, confidential and culturally aware services.
- Registration Number
- CC25455
- Charity Type
- Trust
- Registration Date
- 2008-06-07
- Status
- Active
- Sector
- Education
- Location
- Te Aroha, Te Aroha
- fm2@tabudget.org.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.1M | - |
| 2024 | $0.0M | $0.1M | $0.0M |
| 2023 | $0.1M | $0.1M | - |
| 2022 | $0.1M | $0.1M | - |
| 2021 | $0.1M | $0.1M | - |
| 2020 | $0.1M | $0.0M | - |
| 2019 | $0.0M | $0.0M | - |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.1M | $0.0M | - |
| 2016 | $0.1M | $0.0M | - |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Robyn Stewart | Trustee | 2025-10-29 |
| Stephen Collecutt | Trustee | 2025-10-29 |
| Evelyn Munro | Trustee | 2025-10-29 |
| Sarah Matafeo-Ross | Trustee | 2025-10-29 |
| Allison Edwards | Chair / Trustee | 2024-08-19 |
| Rosalyn Hirawani | Vice Chair / Trustee | 2022-10-17 |
| Lynette Beer | Treasurer/secretary-Trustee | 2017-07-01 |
Former Officers (13)
- Gloria Budgen — Chair (departed 2022-10-16)
- Colin Hepper — Chair Person (departed 2024-06-17)
- Sandie Cooper — Secretary (departed 2021-10-18)
- Marilyn Lovegrove — Vice-Chairperson (departed 2021-12-13)
- Marion Barnes — Vice Chairperson (departed 2019-03-31)
- Pamela Mohring — Secretary (departed 2019-07-31)
- Shirley Gillard — Chair (departed 2021-12-13)
- Linda Sheehan — Secretary (departed 2012-08-10)
- Frances Wyatt — Treasurer (departed 2017-06-30)
- Beverley Robertson — Vice Chair (departed 2012-08-13)
- Macha Miller — Secretary (departed 2011-06-30)
- James Howitt — Chair (departed 2010-06-30)
- Jocelyn Nielsen — Correspondence Secretary / Treasurer (departed 2016-06-30)
Similar Charities in Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Wesley College Trust Board — Education
- Orana Wildlife Trust — Education
- Sathya Sai Preschool Rongomai — Education
Te Aroha Family Budgeting Services Charitable 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 →$26.2K
$63.1K
2
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
Te Aroha Family Budgeting Services Charitable Trust is dedicated to the development and education of budgeting skills through community programs and free advice from supportive, confidential and culturally aware services.
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 353 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
Sector & Activities
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: 13 September 2026.
Similar Charities in Education
Other Education charities ranked by overall score