Marton And Districts Budget Service Incorporated — Social Services Charity in Marton

Marton And Districts Budget Service Incorporated is a Incorporated Society charity in the Social Services sector, based in Marton, Marton. Annual revenue: $0.1M NZD. Financial data as at June 2026.

Mission: To assist persons and families (clients) to get to a sustainable financial position and to then impart the skills necessary through budgeting so that clients can live within their means. One-to-one budgeting services are provided free of charge. A small fee may apply to group courses for recovery of costs.

Registration Number
CC24320
Charity Type
Incorporated Society
Registration Date
2008-05-13
Status
Active
Sector
Social Services
Location
Marton, Marton
Email
martonbudgetservice@gmail.com
Data as at
June 2026

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
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
4
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M-
2025$0.2M$0.1M-
2024$0.1M$0.1M-
2023$0.1M$0.1M$0.1M
2022$0.1M$0.1M$0.1M
2021$0.1M$0.1M$0.1M
2020$0.0M$0.0M$0.1M
2019$0.1M$0.0M$0.1M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.0M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (19)

  • Vicki Ritter — Chair (departed 2025-09-16)
  • Belinda Harvey-Larsen — Chair
  • Anne Weymouth — Secretary
  • Christina Marcroft — Secretary (departed 2023-10-17)
  • Aroha Nicoll — Secretary (departed 2022-07-07)
  • Lisa Frost — Secretary (departed 2019-12-31)
  • Wendy Lee — Secretary (departed 2018-06-21)
  • Esther Taylor — Chair (departed 2024-09-24)
  • Jennifer Cockayne — Secretary (departed 2016-10-31)
  • Judith Rush — Treasurer
  • Robyn Judd — Treasurer (departed 2013-10-09)
  • Angela Coleman — Chair (departed 2014-11-06)
  • Sandra Stevens — Treasurer (departed 2012-03-01)
  • Graham Moore — Vice-Chairperson (departed 2013-11-12)
  • Alan Ramsay — Chair (departed 2011-08-24)
  • Lynette Hyde — Committee Member (departed 2009-10-01)
  • Jean Wilson — Committee Member (departed 2011-12-01)
  • Josephine Bismark — Committee Member (departed 2011-12-01)
  • Walter Elgar — Secrertary/treasurer (departed 2011-08-24)

Funding Sources

  • Pub Charity Limited — $2,604.82

Similar Charities in Social Services

Social ServicesIncorporated Society

Marton And Districts Budget Service Incorporated

CC24320Marton, MartonRegistered 13 May 2008
Data updated: 4 days ago
Financials4mo agoRating1mo ago

Financial data as at June 2026. Sourced from Charities Services register.

NR
Not rated — Insufficient 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

$128.3K

Expenses

$119.6K

Staff

4

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

To assist persons and families (clients) to get to a sustainable financial position and to then impart the skills necessary through budgeting so that clients can live within their means. One-to-one budgeting services are provided free of charge. A small fee may apply to group courses for recovery of costs.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peoplePeople of a certain ethnic / racial originPeople with disabilities

Key Statistics

Annual Revenue
$128.3K
Total Expenses
$119.6K
Net Assets
-
Staff
4
employees

Financial Trends

Financial Trends (18 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
14.2mo
Could operate 14.2 months with zero revenue
Healthy
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

6
Score /100
Highly Concentrated
HHI: 9,376
High Concentration: 97% of revenue from Government Grants
Government Grants96.8%
Other1.7%
Investment Income1.6%

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

Rating Score
0
#31/170
Revenue
$128K
#151/170
Reserve Months
0.0
#1/170
Surplus
$9K
#88/170
Staff Cost %
71%
#170/170

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
20
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2023
Clean
8 years of audit history

Contact Details

Address
Marton, Marton

Registration

Registration NumberCC24320
Entity TypeIncorporated Society
Registered13 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated20 Aug 1998

Sector & Activities

Primary Sector
Social Services
Activities
Provides advice / information / advocacyProvides human resources (e.g. staff / volunteers)

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.