East Auckland Home And Budget Service Charitable Trust — Education Charity in Auckland
East Auckland Home And Budget Service Charitable 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 A- (89.5/100). Annual revenue: $0.4M NZD. Financial data as at June 2025.
Mission: Provide free budgeting services and advice to all members of our community who seek or are referred for help. Our service provides delivery of one to one financial mentoring and MoneyMates peer-led group support. For clients who are experiencing financial hardship, with the aim of enabling them to become more financially capable, gain control over their financial lives and make long term change. Mentoring supports and empowers clients to identify their aspirations, and develop a strength based financial plan. MoneyMates enables clients to talk about and de-stigmatise financial hardship, while learning from others.
- Registration Number
- CC20906
- Charity Type
- Trust
- Registration Date
- 2008-02-03
- Status
- Active
- CharityData Rating
- A- (89.5/100)
- Sector
- Education
- Location
- Auckland, Auckland
- admin@homebudget.org.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $0.6M NZD
- Net Assets
- $0.4M NZD
- Reserve Months
- 11.0 months of operating expenses
- Staff Count
- 6
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.4M | $0.5M | $0.4M |
| 2024 | $0.6M | $0.5M | $0.5M |
| 2023 | $0.6M | $0.5M | $0.5M |
| 2022 | $0.7M | $0.5M | $0.4M |
| 2021 | $0.5M | $0.4M | $0.2M |
| 2020 | $0.4M | $0.4M | $0.2M |
| 2019 | $0.4M | $0.4M | $0.1M |
| 2018 | $0.3M | $0.4M | $0.1M |
| 2017 | $0.3M | $0.3M | $0.2M |
| 2016 | $0.3M | $0.3M | $0.2M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 89.5/100
- Financial Score
- 100
- Governance Score
- 65
- Transparency Score
- 65
Funding Sources
- Four Winds Foundation Limited — $20,000 (foundation)
- The Lion Foundation — $14,087 (foundation)
Similar Charities in Education
- Garden Marlborough 2004 Incorporated — Education
- Toimata Foundation — Education
- Community Legal Advice Whanganui Trust — Education
- Central Otago Budgeting Service Incorporated — Education
- The Honey Industry Charitable Trust — Education
East Auckland Home And Budget Service Charitable Trust
CC20906Auckland, AucklandRegistered 3 Feb 2008
Data updated: Today
Financials9mo agoRating17h ago
Financial data as at June 2025. Sourced from Charities Services register.
A-
90/100
Financial
100
Governance
65
Transparency
65
Revenue
$398.6K
Expenses
$491.4K
Assets
$554.1K
Staff
6
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.0 methodology.
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
Provide free budgeting services and advice to all members of our community who seek or are referred for help. Our service provides delivery of one to one financial mentoring and MoneyMates peer-led group support. For clients who are experiencing financial hardship, with the aim of enabling them to become more financially capable, gain control over their financial lives and make long term change. Mentoring supports and empowers clients to identify their aspirations, and develop a strength based financial plan. MoneyMates enables clients to talk about and de-stigmatise financial hardship, while learning from others.
Key Statistics
Annual Revenue
$398.6K
Total Expenses
$491.4K
Net Assets
$449.9K
Staff
6
employees
Volunteers
0
Financial Trends
Financial Trends (18 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
9
Score /100
Highly Concentrated
HHI: 9,084
High Concentration: 95% of revenue from Other
Other95.2%
Investment Income4.6%
Donations0.2%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 116 peers · Education · $100K – $1M
Rating Score
90
Revenue
$399K
Reserve Months
11.0
Surplus
$-93K
Staff Cost %
77%
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
A-
2025
Score: 89.5
Financial: 100 | Governance: 65 | Transparency: 65
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Address
Auckland, Auckland
Registration
Registration NumberCC20906
Entity TypeTrust
Registered3 Feb 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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 16 April 2026.
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