{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Marton And Districts Budget Service Incorporated","slug":"marton-and-districts-budget-service-incorporated","charities_register_number":"CC24320","nzbn":"9429043033911","status":"registered","registration_date":"2008-05-13","deregistration_date":null,"entity_type":null,"sector":"Social Services","icnpo_group":"Social Services","region":"Marton","city":"Marton","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"To assist persons and families (clients) to get to a sustainable financial position and to then impart the skills necessary through budgeting so that clients can live within their means.  One-to-one budgeting services are provided free of charge.  A small fee may apply to group courses for recovery of costs.","mission":"To assist persons and families (clients) to get to a sustainable financial position and to then impart the skills necessary through budgeting so that clients can live within their means.  One-to-one budgeting services are provided free of charge.  A small fee may apply to group courses for recovery of costs."},"rating":{"rated":false,"grade":null,"score":null,"status":"insufficient_data","reason":"The filed financial data is incomplete or internally inconsistent, so a score would not be meaningful.","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":"2026-06-30","total_revenue_nzd":128341,"total_expenses_nzd":119573,"surplus_deficit_nzd":-2311,"total_assets_nzd":null,"total_liabilities_nzd":null,"net_assets_nzd":null,"cash_reserves_nzd":141003,"government_grants_nzd":124200,"donations_nzd":0,"staff_costs_nzd":85323,"paid_staff":4,"volunteers":null,"reporting_tier":"Tier4","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c7d81210-1c75-f111-bb55-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-06-30","total_revenue_nzd":128341,"total_expenses_nzd":119573,"surplus_deficit_nzd":-2311,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c7d81210-1c75-f111-bb55-000d3acc4199&isPublic=true"},{"year_ended":"2025-06-30","total_revenue_nzd":189453,"total_expenses_nzd":126232,"surplus_deficit_nzd":56298,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7a23fff0-4a56-f011-bb44-0022480ffcd1&isPublic=true"},{"year_ended":"2024-06-30","total_revenue_nzd":82787,"total_expenses_nzd":111523,"surplus_deficit_nzd":-28736,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e6635237-7937-ef11-bb33-000d3acc4199&isPublic=true"},{"year_ended":"2023-06-30","total_revenue_nzd":82443,"total_expenses_nzd":82569,"surplus_deficit_nzd":null,"net_assets_nzd":122570,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=18108b6a-dd17-ee11-bb22-0022480ffcd1&isPublic=true"},{"year_ended":"2022-06-30","total_revenue_nzd":93950,"total_expenses_nzd":85500,"surplus_deficit_nzd":null,"net_assets_nzd":147530,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=42ca3e0b-0df9-ec11-bb15-0022480ffcd1&isPublic=true"},{"year_ended":"2021-06-30","total_revenue_nzd":116465,"total_expenses_nzd":60088,"surplus_deficit_nzd":null,"net_assets_nzd":106183,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2d14803f-3bda-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-06-30","total_revenue_nzd":49920,"total_expenses_nzd":45976,"surplus_deficit_nzd":null,"net_assets_nzd":63844,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2c18fd2c-69bb-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-06-30","total_revenue_nzd":52678,"total_expenses_nzd":37774,"surplus_deficit_nzd":null,"net_assets_nzd":69828,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6091e2da-ce9b-e911-9f99-00155d6b7730&isPublic=true"},{"year_ended":"2018-06-30","total_revenue_nzd":41571,"total_expenses_nzd":33366,"surplus_deficit_nzd":null,"net_assets_nzd":53802,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0b8e54e4-fc7c-e811-bb4e-00155d6b7730&isPublic=true"},{"year_ended":"2017-06-30","total_revenue_nzd":47109,"total_expenses_nzd":38683,"surplus_deficit_nzd":null,"net_assets_nzd":40186,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=25c090bc-d58d-e711-bde0-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":4,"total_officers_recorded":22,"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":"Pub Charity Limited","type":"foundation","amount_nzd":2604.82,"year_ended":"2024-12-31"}],"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/marton-and-districts-budget-service-incorporated","markdown":"https://charitydata.co.nz/api/v1/charities/marton-and-districts-budget-service-incorporated/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/marton-and-districts-budget-service-incorporated/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24320","website":null},"freshness":{"register_as_of":"2026-11-08","financials_updated":"2026-11-08","rating_computed":"2026-10-01","generated_at":"2026-11-13T05:45:16.827Z","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."}}