# North Harbour Budgeting Services Incorporated

**Charities Register number:** CC22166
**Status:** Registered
**Registered since:** 2008-03-26
**Sector:** Health
**ICNPO group:** Health
**Region:** Auckland
**NZBN:** 9429043004874
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

• Our Mission - Through financial mentoring and education, we aim to improve the lives of those in our community. • Our Vision – To have our community understand the importance of financial literacy and the need to support those experiencing hardship with a supportive and culturally aware service that educates in a way that helps people help themselves. • Our Values – Professionalism, Non-judgmental and respectful, Confidential safe and private, Accountability, Co=operation and Te Tiriti O Waitangi. * What we do - Assist clients to develop basic financial skills through education. Provide support and advocacy for clients. Help negotiate with creditors, if needed. Offer ongoing financial mentoring with the aim of assisting clients to become more self-reliant. Educate through seminars and workshops in schools, workplaces, tertiary institutions, community organisations and other agencies.

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-06-30)

- **Total revenue:** NZ$217k
- **Total expenses:** NZ$323k
- **Surplus / deficit:** NZ$-106k
- **Total assets:** NZ$299k
- **Total liabilities:** NZ$58k
- **Net assets:** NZ$241k
- **Cash reserves:** NZ$192k
- **Donations:** NZ$1k
- **Staff costs:** NZ$233k
- **Paid staff:** 5
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b7f9d090-4a56-f011-bb44-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-06-30 | NZ$217k | NZ$323k | NZ$-106k | NZ$241k |
| 2024-06-30 | NZ$353k | NZ$392k | NZ$-39k | NZ$347k |
| 2023-06-30 | NZ$292k | NZ$279k | not disclosed | NZ$386k |
| 2022-06-30 | NZ$441k | NZ$277k | not disclosed | NZ$373k |
| 2021-06-30 | NZ$332k | NZ$234k | not disclosed | NZ$210k |
| 2020-06-30 | NZ$215k | NZ$211k | not disclosed | NZ$113k |
| 2019-06-30 | NZ$207k | NZ$203k | not disclosed | NZ$109k |
| 2018-06-30 | NZ$181k | NZ$200k | not disclosed | NZ$106k |
| 2017-06-30 | NZ$125k | NZ$199k | not disclosed | NZ$124k |
| 2016-06-30 | NZ$155k | NZ$159k | not disclosed | NZ$197k |

## Governance

- **Officers on the register:** 6 current (43 including former)
- **Chair recorded:** yes
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC22166) and on the charity's profile page.

## Disclosed funders

- **Foundation North** (foundation) — NZ$20k, year ended 2026-03-31
- **Pub Charity Limited** (foundation) — NZ$12k, year ended 2021-12-31
- **Four Winds Foundation Limited** (foundation) — NZ$5k, year ended 2021-12-31

## Data freshness

- Register details: as of 2026-09-24
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-28

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/north-harbour-budgeting-services-incorporated
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/north-harbour-budgeting-services-incorporated/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/north-harbour-budgeting-services-incorporated/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC22166
- Charity website: https://www.nhbudgeting.org.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/north-harbour-budgeting-services-incorporated. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-28T16:09:56.622Z.