Kapiti Family Budgeting Service IncorporatedEducation Charity in Kapiti Coast

Kapiti Family Budgeting Service Incorporated is a Trust charity in the Education sector, based in Kapiti Coast, Kapiti Coast. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: The Purpose of the Service is to promote the development of budgeting skills within the community, and to offer assistance, support and education in money management skills and practices to those in financial need or distress.

Registration Number
CC24176
Charity Type
Trust
Registration Date
2008-05-09
Status
Active
Sector
Education
Location
Kapiti Coast, Kapiti Coast
Email
kapitifbs@gmail.com
Funder Status
Grant-making charity (society)
Data as at
June 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.1M-
2024$0.1M$0.1M-
2023$0.1M$0.1M$0.2M
2022$0.1M$0.1M$0.2M
2021$0.1M$0.1M$0.1M
2020$0.0M$0.1M$0.1M
2019$0.0M$0.1M$0.1M
2018$0.1M$0.1M$0.1M
2017$0.1M$0.1M$0.1M
2016$0.1M$0.1M$0.1M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (11)

  • Ellen SullivanTreasurer
  • Heather AshtonChair
  • Marie HammondBoard
  • Charmaine Brauer FlukerBoard
  • Nanette McfallCheque Signatory
  • Donald RichardsCheque Signatory (departed 2025-10-06)
  • Tony DelzainneChair (departed 2022-08-31)
  • Margaret SutherlandSecretary (departed 2017-08-16)
  • Valerie BallingerTreasurer (departed 2011-06-30)
  • Rex PennellPresident (departed 2014-04-01)
  • Brenda HardenSecretary (departed 2011-11-01)

Similar Charities in Education

FunderEducationTrustSociety

Kapiti Family Budgeting Service Incorporated

CC24176Kapiti Coast, Kapiti CoastRegistered 9 May 2008
Data updated: Yesterday
Financials30 Jun 2025Ratingyesterday

Financial data as at June 2025. Sourced from Charities Services register.

NR
Not ratedInsufficient financial data

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 →
Revenue

$12.7K

Expenses

$72.8K

Staff

1

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Purpose of the Service is to promote the development of budgeting skills within the community, and to offer assistance, support and education in money management skills and practices to those in financial need or distress.

Key Statistics

Annual Revenue
$12.7K
Total Expenses
$72.8K
Net Assets
-
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
28.6mo
Could operate 28.6 months with zero revenue
Over-capitalized
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

3
Score /100
Highly Concentrated
HHI: 9,705
High Concentration: 99% of revenue from Investment Income
Investment Income98.5%
Other1.5%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 355 peers · Education · Under $100K

Rating Score
0
#38/356
Revenue
$13K
#237/356
Reserve Months
0.0
#1/356
Surplus
$-60K
#349/356
Staff Cost %
69%
#356/356

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Kapiti Coast, Kapiti Coast

Registration

Registration NumberCC24176
Entity TypeTrust
Registered9 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated16 Feb 1994
Registered office
1st Floor, Coastlands Shoppingtown, Shoppingtown, Paraparaumu, 5032

Sector & Activities

Primary Sector
Education

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: 13 September 2026.