School Business Managers' Association Incorporated — Education Charity in Auckland
School Business Managers' Association Incorporated is a Incorporated Society charity in the Education sector, based in Auckland, Auckland. Annual revenue: $0.6M NZD. Financial data as at December 2025.
Mission: Our Motto: Excellence in School Business Management Mission Statement: To be a sustainable organisation that has visibility, relevance and influence. Vision Statement: To be the professional body of choice for school business leaders.
- Registration Number
- CC20188
- Charity Type
- Incorporated Society
- Registration Date
- 2007-12-05
- Status
- Active
- Sector
- Education
- Location
- Auckland, Auckland
- secretary@sbm.org.nz
- Data as at
- December 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.6M NZD
- Total Assets
- $0.8M NZD
- Net Assets
- $0.8M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.6M | $0.6M | $0.8M |
| 2024 | $0.6M | $0.5M | $0.2M |
| 2023 | $0.5M | $0.5M | $0.8M |
| 2022 | $0.5M | $0.5M | $0.7M |
| 2021 | $0.5M | $0.4M | $0.6M |
| 2020 | $0.2M | $0.1M | $0.5M |
| 2019 | $0.5M | $0.4M | $0.4M |
| 2018 | $0.3M | $0.4M | $0.3M |
| 2017 | $0.4M | $0.4M | $0.3M |
| 2016 | $0.4M | $0.4M | $0.4M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Lisa Davis-Miller | Secretary | 2026-06-17 |
| Laurel McMurchy | Regional Delegate | 2026-03-25 |
| Tarryn Forte-Lyons | Regional Delegate | 2026-03-05 |
| Rachel Armishaw | Regional Delegate | 2025-07-01 |
| Mandy Steininger | Regional Delegate | 2025-06-18 |
| Cherie Butcher | Regional Delegate | 2025-06-01 |
| Stephanie Elder | Regional Delegate/vice President | 2024-07-12 |
| Cheryl English | Chair | 2021-07-16 |
Former Officers (50)
- Susan Quinn — Regional Delegate
- Rudra Pradeep — Regional Delegate
- Albertina van Dijk — Regional Delegate
- Lisa Baker — Regional Delegate (departed 2026-03-25)
- Claudia Huia — Regional Delegate
- Cassandra Fitzsimmons — Regional Delegate (departed 2024-01-31)
- Ian McMillan — Regional Delegate (departed 2024-07-12)
- Leanne Reynolds — Treasurer
- Elizabeth McDonald — Regional Delegate (departed 2022-07-14)
- Pip Palmer — Regional Delegate (departed 2025-07-01)
- Elliott Longworth — Regional Delegate (departed 2022-07-14)
- Nawa Ruckes — President (departed 2020-05-31)
- Lisa Pitman — Regional Delegate (departed 2021-05-31)
- Jodie Hickson — Regional Delegate (departed 2020-05-31)
- Troy Gerbich — President (departed 2025-05-12)
- Chloe Kasoulides — Regional Delegate (departed 2019-07-12)
- Peter Thompson — President (departed 2019-07-12)
- Wendy Bulloch — Secretary (departed 2023-07-14)
- Lorraine Biggs — Regional Delegate (departed 2024-07-12)
- Rowan Dunnet — Regional Delegate (departed 2021-05-31)
Similar Charities in Education
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- Ashburton Kindergarten Association Incorporated — Education
School Business Managers' Association Incorporated
Financial data as at December 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 →$579.2K
$585.9K
$848.5K
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Our Motto: Excellence in School Business Management Mission Statement: To be a sustainable organisation that has visibility, relevance and influence. Vision Statement: To be the professional body of choice for school business leaders.
Who We Serve
Key Statistics
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
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 149 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.
Rating History
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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: 6 October 2026.
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