Helensville-Waimauku Family Budgeting Service Incorporated is a Trust charity in the Social Services sector, based in Helensville, Helensville. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at June 2024.
Mission: The purpose of our organisation is to provide free budgeting advice and mentoring from Kumeu - Waimauku. Helensville and Kaukapakapa within the boundaries of the Helensville District Board. We provide short and long term mentoring for people to better manage their finances. All mentors are Fin-Cap trained.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.1M | $0.1M | - |
| 2023 | $0.2M | $0.1M | - |
| 2022 | $0.1M | $0.1M | - |
| 2021 | $0.1M | $0.1M | - |
| 2020 | $0.1M | $0.1M | - |
| 2019 | $0.1M | $0.1M | - |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.1M | $0.1M | - |
| 2016 | $0.1M | $0.1M | - |
| 2015 | - | - | - |
Financial data as at June 2024. Sourced from Charities Services register.
Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.
How ratings work →$113.0K
$86.3K
$296.6K
2
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
This organisation makes grants or donations to other charities and organisations.
The purpose of our organisation is to provide free budgeting advice and mentoring from Kumeu - Waimauku. Helensville and Kaukapakapa within the boundaries of the Helensville District Board. We provide short and long term mentoring for people to better manage their finances. All mentors are Fin-Cap trained.
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 131 peers · Social Services · $100K – $1M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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: 23 April 2026.
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