Hawera Budget Advisory Service Incorporated — Social Services Charity in Hawera
Hawera Budget Advisory Service Incorporated is a Trust charity in the Social Services sector, based in Hawera, Hawera. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at May 2026.
Mission: We assist individuals and their families to find satisfaction and security in handling their household financial affairs through the development of sound money management skills.
- Registration Number
- CC35333
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Social Services
- Location
- Hawera, Hawera
- info@hawerabudget.co.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- May 2026
Beneficiaries: Family / whanau, General public, Migrants / refugees, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Financial Year End
- 2026-05-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.2M | $0.2M | $0.1M |
| 2025 | $0.2M | $0.2M | $0.2M |
| 2024 | $0.2M | $0.2M | $0.2M |
| 2023 | $0.1M | $0.2M | $0.2M |
| 2022 | $0.2M | $0.1M | $0.2M |
| 2021 | $0.2M | $0.1M | $0.2M |
| 2020 | $0.1M | $0.1M | - |
| 2019 | $0.1M | $0.1M | $0.1M |
| 2018 | $0.1M | $0.1M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
Board Members and Officers
Current Officers (11)
| Name | Role | Appointed |
|---|---|---|
| Raewyn Soothill | Trustee | 2026-08-19 |
| Julie May Gaudin | Trustee | 2026-08-19 |
| Nicola Budd-Clement | Trustee | 2026-06-11 |
| Dianne Roberts | Trustee | 2025-12-23 |
| Janine O'Keeffe | Health and Safety Officer | 2025-08-20 |
| Jocelyn Benefield | Chair | 2025-08-20 |
| Christine Darth | Committee Member/secretary | 2023-10-27 |
| Hipp Accounting (Susanne Hipp) | Financial Officer/treasurer | 2022-08-30 |
| Janelle Anderson | Committee/treasurer | 2021-08-01 |
| Erica Strand | Training Officer/committee Member/privacy Officer | 2015-09-25 |
| Maree Millar | Vice Chair | 2014-09-02 |
Former Officers (18)
- Bernice Mitchell — Chair (departed 2023-08-17)
- Sharon Salmon — Committee Member (departed 2021-08-01)
- Sharon Albrechtsen — Committee Member (departed 2020-09-16)
- Marcia Reid — Financial Mentor Committee Member (departed 2018-08-09)
- Julia Hopkins — Comittee Member (departed 2019-09-01)
- Sharon Walker — Treasurer (departed 2021-08-01)
- Suzanne McNair — Committee Member (departed 2015-09-02)
- Yvonne Fitzwater — Committee Member (departed 2014-09-02)
- Hazel Robinson — Committee Member (departed 2014-09-02)
- Joachim Schoen — Committee Member (departed 2014-09-02)
- Moira Morgan — Committee Member (departed 2009-07-01)
- Marie Pauline O'Brien — Committee Member (departed 2022-08-30)
- Anne Galloway — Vice Chair (departed 2009-07-01)
- Noreen Harris — Chair (departed 2009-07-01)
- James Duthie — Committee Member (departed 2014-09-02)
- Kaye Rodbard — Committee Member (departed 2025-10-15)
- Judith Kemsley — Committee Member (departed 2008-11-01)
- Patricia Sutherland — Committee Member (departed 2009-07-01)
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Hawera Budget Advisory Service Incorporated
Financial data as at May 2026. 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 →Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Government-funding concentration92% of latest-year revenue came from government grants — single-stream dependency
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$175.9K
$209.4K
$160.5K
3
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
We assist individuals and their families to find satisfaction and security in handling their household financial affairs through the development of sound money management skills.
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 140 peers · Social Services · $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: 28 September 2026.
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