Training And Budget Services Incorporated — Education Charity in Auckland
Training And Budget Services Incorporated is a Trust charity in the Education sector, based in Auckland, Auckland. Annual revenue: $0.2M NZD. Financial data as at June 2025.
Mission: To provide holistic support services to families, inclusive of budgeting, stress reduction, counseling, personal development and financial self-management.
- Registration Number
- CC29265
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Auckland, Auckland
- dawnsadd@gmail.com
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $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 | $0.2M | $0.2M | $0.1M |
| 2024 | $0.3M | $0.3M | $0.1M |
| 2023 | $0.3M | $0.3M | $0.0M |
| 2022 | $0.3M | $0.3M | $-0.0M |
| 2021 | $0.4M | $0.3M | $-0.0M |
| 2020 | $0.3M | $0.3M | $-0.1M |
| 2019 | $0.3M | $0.1M | $0.1M |
| 2018 | $0.3M | $0.3M | $-0.1M |
| 2017 | $0.3M | $0.3M | $0.0M |
| 2016 | $0.3M | $0.3M | $0.0M |
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Wendy Kake | Secretary | 2022-08-01 |
| Nora Restrepo | Trustee | 2022-06-01 |
| Russel Sadd | CEO | 2022-05-02 |
| Chelyn Deane | Trustee | 2016-01-01 |
| Deanna Sadd | Office Manager | 2004-07-20 |
| Paul Christensen | Chair | 2004-07-13 |
Former Officers (7)
- Chano Ashe — Trustee (departed 2024-01-04)
- Victoria Smith — Trustee (departed 2025-01-29)
- Peter Heremaia — Board Member and Financial Consultant (departed 2022-07-01)
- Robyn Loader — Committee Member (departed 2022-07-01)
- Jodie Walters — Committee Member (departed 2022-07-01)
- John Laurie — Committee Member (departed 2018-06-30)
- Tuleimaka Semulana — Committee Member (departed 2011-09-01)
Funding Sources
- Foundation North — $70,000
- Foundation North — $50,000
- Foundation North — $47,500
- Foundation North — $40,000
- Foundation North — $40,000
- Foundation North — $40,000
- Foundation North — $35,000
- Four Winds Foundation Limited — $6,000
- Lion Foundation — $2,500
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Training And Budget Services Incorporated
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 →$207.9K
$205.6K
$126.6K
4
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funded By
Registered charities that have funded this organisation.
About
To provide holistic support services to families, inclusive of budgeting, stress reduction, counseling, personal development and financial self-management.
Who We Serve
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 132 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: 28 September 2026.
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