Hamilton Household Budgeting Advisory Trust — Environment Charity in Hamilton
Hamilton Household Budgeting Advisory Trust is a Trust charity in the Environment sector, based in Hamilton, Hamilton. CharityData rates this charity A- (86.5/100). Annual revenue: $0.3M NZD. Financial data as at June 2025.
Mission: The Trust's purpose is to assist persons and families (clients) get to a sustainable financial position and to then impart the skills necessary through budgeting so that clients can live within their means. Budgeting services are provided free of charge.
- Registration Number
- CC21843
- Charity Type
- Trust
- Registration Date
- 2008-03-13
- Status
- Active
- CharityData Rating
- A- (86.5/100)
- Sector
- Environment
- Location
- Hamilton, Hamilton
- manager@budgeting.co.nz
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 5.5 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.4M | $0.2M |
| 2024 | $0.4M | $0.4M | - |
| 2023 | $0.5M | $0.5M | $0.2M |
| 2022 | $0.4M | $0.4M | $0.2M |
| 2021 | $0.4M | $0.4M | $0.2M |
| 2020 | $0.3M | $0.3M | $0.2M |
| 2019 | $0.3M | $0.3M | $0.2M |
| 2018 | $0.3M | $0.3M | $0.2M |
| 2017 | $0.2M | $0.2M | $0.2M |
| 2016 | $0.3M | $0.2M | $0.2M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 86.5/100
- Financial Score
- 100
- Governance Score
- 55
- Transparency Score
- 65
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EnvironmentTrust
Hamilton Household Budgeting Advisory Trust
CC21843Hamilton, HamiltonRegistered 13 Mar 2008
Data updated: Yesterday
Financials9mo agoRating15h ago
Financial data as at June 2025. Sourced from Charities Services register.
A-
87/100
Financial
100
Governance
55
Transparency
65
Revenue
$313.9K
Expenses
$367.4K
Assets
$252.6K
Staff
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.0 methodology.
About
Mission
The Trust's purpose is to assist persons and families (clients) get to a sustainable financial position and to then impart the skills necessary through budgeting so that clients can live within their means. Budgeting services are provided free of charge.
Key Statistics
Annual Revenue
$313.9K
Total Expenses
$367.4K
Net Assets
$168.5K
Staff
5
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
8
Score /100
Highly Concentrated
HHI: 9,159
High Concentration: 96% of revenue from Other
Other95.6%
Investment Income4.4%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 150 peers · Environment · $100K – $1M
Rating Score
87
Revenue
$314K
Reserve Months
5.5
Surplus
$-54K
Staff Cost %
73%
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: 86.5
Financial: 100 | Governance: 55 | Transparency: 65
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Address
Hamilton, Hamilton
Registration
Registration NumberCC21843
Entity TypeTrust
Registered13 Mar 2008
StatusRegistered
Sector & Activities
Primary Sector
EnvironmentData 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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