{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Henderson Budget Service Incorporated","slug":"henderson-budget-service-incorporated","charities_register_number":"CC39444","nzbn":"9429042639145","status":"registered","registration_date":"2009-04-22","deregistration_date":null,"entity_type":"operating_charity","sector":"Education","icnpo_group":"Education and Research","region":"Auckland","city":"Auckland","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":"https://www.budgeting.org.nz","purpose":"To enable and support all whanau in our community to become financially capable.\r\nTo provide free, confidential, and non-judgmental financial mentoring/budgeting advice and support to help individuals and whanau in the West Auckland community and surrounding areas take control of their finances and to successfully manage their own money. \r\nThis service is provided via face-to-face appointments, Zoom or Teams and telephone appointments, one on one mentoring, and group workshops.\r\nTo deliver education workshops in the community, workplaces, and to youth not in school, to help tanagata to manage their finances more effectively, including providing them with the tools and confidence needed when making financial decisions and dealing with money matters.\r\nTo provide a holistic approach to working with clients that allows us to link clients to additional support services to assist with a number of needs.","mission":"To enable and support all whanau in our community to become financially capable.\r\nTo provide free, confidential, and non-judgmental financial mentoring/budgeting advice and support to help individuals and whanau in the West Auckland community and surrounding areas take control of their finances and to successfully manage their own money. \r\nThis service is provided via face-to-face appointments, Zoom or Teams and telephone appointments, one on one mentoring, and group workshops.\r\nTo deliver education workshops in the community, workplaces, and to youth not in school, to help tanagata to manage their finances more effectively, including providing them with the tools and confidence needed when making financial decisions and dealing with money matters.\r\nTo provide a holistic approach to working with clients that allows us to link clients to additional support services to assist with a number of needs."},"rating":{"rated":false,"grade":null,"score":null,"status":"limited_disclosure","reason":"Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-06-30","total_revenue_nzd":776722,"total_expenses_nzd":483214,"surplus_deficit_nzd":293508,"total_assets_nzd":727930,"total_liabilities_nzd":123014,"net_assets_nzd":604916,"cash_reserves_nzd":716642,"government_grants_nzd":null,"donations_nzd":4878,"staff_costs_nzd":416809,"paid_staff":10,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ac751a93-4b56-f011-bb44-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-06-30","total_revenue_nzd":776722,"total_expenses_nzd":483214,"surplus_deficit_nzd":293508,"net_assets_nzd":604916,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ac751a93-4b56-f011-bb44-0022480ffcd1&isPublic=true"},{"year_ended":"2024-06-30","total_revenue_nzd":378673,"total_expenses_nzd":374312,"surplus_deficit_nzd":4361,"net_assets_nzd":311408,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d774b8d2-1ea6-ef11-bb3a-000d3acc4199&isPublic=true"},{"year_ended":"2023-06-30","total_revenue_nzd":391325,"total_expenses_nzd":314517,"surplus_deficit_nzd":null,"net_assets_nzd":307047,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a708679a-dd17-ee11-bb22-0022480ffcd1&isPublic=true"},{"year_ended":"2022-06-30","total_revenue_nzd":267080,"total_expenses_nzd":187337,"surplus_deficit_nzd":null,"net_assets_nzd":230238,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=72f63465-0df9-ec11-bb15-0022480ffcd1&isPublic=true"},{"year_ended":"2021-06-30","total_revenue_nzd":189712,"total_expenses_nzd":129398,"surplus_deficit_nzd":null,"net_assets_nzd":150496,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9c527987-3bda-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-06-30","total_revenue_nzd":123526,"total_expenses_nzd":93940,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6d43cf62-69bb-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-06-30","total_revenue_nzd":120964,"total_expenses_nzd":142125,"surplus_deficit_nzd":null,"net_assets_nzd":42388,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f420292f-cf9b-e911-9f99-00155d6b7730&isPublic=true"},{"year_ended":"2018-06-30","total_revenue_nzd":184356,"total_expenses_nzd":180432,"surplus_deficit_nzd":null,"net_assets_nzd":63548,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=28e1b419-fd7c-e811-bb4e-00155d6b7730&isPublic=true"},{"year_ended":"2017-06-30","total_revenue_nzd":134674,"total_expenses_nzd":117167,"surplus_deficit_nzd":null,"net_assets_nzd":59624,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d0b85b49-e9f4-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-06-30","total_revenue_nzd":84368,"total_expenses_nzd":82296,"surplus_deficit_nzd":null,"net_assets_nzd":42117,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8affb712-3ce7-e611-8178-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":9,"total_officers_recorded":37,"chair_recorded":true,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":"unqualified","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[{"name":"Foundation North","type":"foundation","amount_nzd":337206,"year_ended":"2024-03-31"},{"name":"The Trusts Community Foundation Limited","type":"foundation","amount_nzd":39000,"year_ended":"2021-12-31"},{"name":"The Trusts Community Foundation","type":"foundation","amount_nzd":36690,"year_ended":"2021-12-31"},{"name":"Foundation North","type":"foundation","amount_nzd":28182,"year_ended":"2022-03-31"},{"name":"Foundation North","type":"foundation","amount_nzd":25000,"year_ended":"2026-03-31"},{"name":"Foundation North","type":"foundation","amount_nzd":25000,"year_ended":"2025-03-31"},{"name":"Foundation North","type":"foundation","amount_nzd":20000,"year_ended":"2020-03-31"},{"name":"Auckland Foundation","type":"foundation","amount_nzd":10000,"year_ended":"2017-06-30"},{"name":"Auckland Foundation","type":"foundation","amount_nzd":8000,"year_ended":"2018-06-30"},{"name":"The Trusts Community Foundation","type":"foundation","amount_nzd":1173.91,"year_ended":"2022-12-31"}],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/henderson-budget-service-incorporated","markdown":"https://charitydata.co.nz/api/v1/charities/henderson-budget-service-incorporated/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/henderson-budget-service-incorporated/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC39444","website":"https://www.budgeting.org.nz"},"freshness":{"register_as_of":"2026-09-24","financials_updated":"2026-09-25","rating_computed":"2026-09-26","generated_at":"2026-09-28T06:33:43.377Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}