Henderson Budget Service Incorporated — Social Services Charity in Auckland
Henderson Budget Service Incorporated is a Incorporated Society charity in the Social Services sector, based in Auckland, Auckland. Annual revenue: $0.8M NZD. Financial data as at June 2025.
Mission: To enable and support all whanau in our community to become financially capable. To 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. This service is provided via face-to-face appointments, Zoom or Teams and telephone appointments, one on one mentoring, and group workshops. To 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. To 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.
- Registration Number
- CC39444
- Charity Type
- Incorporated Society
- Registration Date
- 2009-04-22
- Status
- Active
- Sector
- Social Services
- Location
- Auckland, Auckland
- Website
- https://www.budgeting.org.nz
- info@budgeting.org.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People of a certain ethnic / racial origin, People with disabilities
Financial Summary
- Total Revenue
- $0.8M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $0.7M NZD
- Net Assets
- $0.6M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 10
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.8M | $0.5M | $0.6M |
| 2024 | $0.4M | $0.4M | $0.3M |
| 2023 | $0.4M | $0.3M | $0.3M |
| 2022 | $0.3M | $0.2M | $0.2M |
| 2021 | $0.2M | $0.1M | $0.2M |
| 2020 | $0.1M | $0.1M | - |
| 2019 | $0.1M | $0.1M | $0.0M |
| 2018 | $0.2M | $0.2M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
| 2016 | $0.1M | $0.1M | $0.0M |
Board Members and Officers
Current Officers (11)
| Name | Role | Appointed |
|---|---|---|
| Tracey Phillips | CEO | 2026-09-21 |
| Daena Walker | Trustee | 2026-08-17 |
| Christopher Fifita | Trustee | 2026-05-06 |
| Helen Rietveld | Trustee | 2026-05-01 |
| Sean Carney | Trustee | 2026-05-01 |
| Melissa Anderson | Trustee | 2024-11-25 |
| Jodi Hoare | Trustee | 2024-11-25 |
| Justine McFarlane | Secretary | 2024-11-25 |
| Clementine Ludlow-Henare | Chair | 2023-03-21 |
| Joyce Chan | Treasurer | 2023-03-21 |
| Allanna Pendleton | Trustee | 2018-02-09 |
Former Officers (27)
- Susan Robinson — Manager/ex-Officio (departed 2024-07-12)
- Sarah Geard — Trustee (departed 2022-02-15)
- Anisoara Nicol — Minutes Secretary (departed 2023-03-21)
- Sanit Kumar — Trustee (departed 2025-12-09)
- Ethan Tauevihi-Kahika — Trustee (departed 2025-05-05)
- Christine Routledge — Chair (departed 2024-07-12)
- Linda Matulich — Finance-Manager-/-Ex-Officio (departed 2025-08-07)
- Sam Farquhar — Manager/ex-Officio (departed 2023-11-17)
- Samantha Farquhar — Manager/ex-Officio (departed 2023-11-17)
- Miriam Scriven — Trustee (departed 2020-10-16)
- Ngadia Paul — Trustee (departed 2021-02-16)
- Candace Tana — Treasurer (departed 2019-03-25)
- Toria Harrison — Trustee (departed 2017-07-03)
- Rachel Turner — Trustee (departed 2018-12-31)
- Lindsay Guthrie — Secretary (departed 2015-06-30)
- Nattam Parag — Trustee (departed 2017-06-05)
- Leota Moroga — Trustee (departed 2016-06-21)
- Paula Bold-Wilson — Trustee (departed 2018-06-04)
- Gary Towers — Committee Member (departed 2014-10-15)
- Maureen Moyle — Committee Member (departed 2014-10-15)
Funding Sources
- Foundation North — $56,201
- Foundation North — $28,182
- Foundation North — $25,000
- Foundation North — $25,000
- Foundation North — $20,000
- Auckland Foundation — $10,000
- Auckland Foundation — $8,000
Similar Charities in Social Services
- Kotuku Trust — Social Services
- Rauawaawa Kaumatua Charitable Trust — Social Services
- Whakaatu Whanaunga Trust — Social Services
- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
Henderson Budget Service Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$776.7K
$483.2K
$727.9K
10
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funded By
Registered charities that have funded this organisation.
About
To enable and support all whanau in our community to become financially capable. To 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. This service is provided via face-to-face appointments, Zoom or Teams and telephone appointments, one on one mentoring, and group workshops. To 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. To 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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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 169 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.
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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.
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