North Harbour Budgeting Services Incorporated — Health Charity in Auckland
North Harbour Budgeting Services Incorporated is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at June 2025.
Mission: • Our Mission - Through financial mentoring and education, we aim to improve the lives of those in our community. • Our Vision – To have our community understand the importance of financial literacy and the need to support those experiencing hardship with a supportive and culturally aware service that educates in a way that helps people help themselves. • Our Values – Professionalism, Non-judgmental and respectful, Confidential safe and private, Accountability, Co=operation and Te Tiriti O Waitangi. * What we do - Assist clients to develop basic financial skills through education. Provide support and advocacy for clients. Help negotiate with creditors, if needed. Offer ongoing financial mentoring with the aim of assisting clients to become more self-reliant. Educate through seminars and workshops in schools, workplaces, tertiary institutions, community organisations and other agencies.
- Registration Number
- CC22166
- Charity Type
- Trust
- Registration Date
- 2008-03-26
- Status
- Active
- Sector
- Health
- Location
- Auckland, Auckland
- Website
- https://www.nhbudgeting.org.nz
- info@nhbudgeting.org.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.3M | $0.2M |
| 2024 | $0.4M | $0.4M | - |
| 2023 | $0.3M | $0.3M | $0.4M |
| 2022 | $0.4M | $0.3M | $0.4M |
| 2021 | $0.3M | $0.2M | $0.2M |
| 2020 | $0.2M | $0.2M | $0.1M |
| 2019 | $0.2M | $0.2M | $0.1M |
| 2018 | $0.2M | $0.2M | $0.1M |
| 2017 | $0.1M | $0.2M | $0.1M |
| 2016 | $0.2M | $0.2M | $0.2M |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (40)
- Jennifer Khoo — Treasurer
- Bruce Grieve — Society Officer
- Marzie Mashouf — Society Officer
- Janet Marshall — Director (departed 2024-10-22)
- Joanne Hacking — Deputy Chair
- Tania Dickie — Society Officer
- Taryn Lunny — Trustee (departed 2022-03-15)
- Peter Hassell — Trustee (departed 2022-09-27)
- Robin Collins — Chair
- Dan Fu — Treasurer (departed 2024-10-22)
- Amy Lewis — Trustee (departed 2023-10-24)
- Shane Cuthbert — Secretary
- David Williams — Committee Member (departed 2020-06-30)
- Kate Armstrong — Deputy Chairperson (departed 2021-09-18)
- David Wenham — Trustee (departed 2021-10-19)
- Graeme Sutherland — Committee Member (departed 2019-06-30)
- Amali Fonseka — Trustee (departed 2021-10-19)
- Kerry Francis — Chair (departed 2021-10-19)
- David Verry — Committee Member (departed 2018-03-20)
- Thilak Panditharatne — Committee Member (departed 2016-06-14)
Funding Sources
- Pub Charity Limited — $12,484.65
- Four Winds Foundation Limited — $5,000
Similar Charities in Health
- New Progress Enterprises — Health
- Age Concern Rodney Incorporated — Health
- CAPS Northland Incorporated — Health
- Medic Alert Foundation - New Zealand Incorporated — Health
- The Auckland Children's Christmas Parade Trust — Health
North Harbour Budgeting Services Incorporated
CC22166Auckland, AucklandRegistered 26 Mar 2008
Data updated: 6 days ago
Financials9mo agoRating9h ago
Financial data as at June 2025. Sourced from Charities Services register.
NR
Not rated — Summary-form filing — not enough detail to grade
Charities Services Tier 3/4 reporting allows smaller charities to file a summary annual-return form rather than separately 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 $1M threshold at which audited accounts are expected. 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.
How ratings work →Revenue
$216.6K
Expenses
$322.5K
Assets
$299.3K
Staff
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Auckland
About
Mission
• Our Mission - Through financial mentoring and education, we aim to improve the lives of those in our community. • Our Vision – To have our community understand the importance of financial literacy and the need to support those experiencing hardship with a supportive and culturally aware service that educates in a way that helps people help themselves. • Our Values – Professionalism, Non-judgmental and respectful, Confidential safe and private, Accountability, Co=operation and Te Tiriti O Waitangi. * What we do - Assist clients to develop basic financial skills through education. Provide support and advocacy for clients. Help negotiate with creditors, if needed. Offer ongoing financial mentoring with the aim of assisting clients to become more self-reliant. Educate through seminars and workshops in schools, workplaces, tertiary institutions, community organisations and other agencies.
Key Statistics
Annual Revenue
$216.6K
Total Expenses
$322.5K
Net Assets
$241.2K
Staff
5
employees
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
0mo
Could operate 0 months with zero revenue
Critical
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
13
Score /100
Highly Concentrated
HHI: 8,741
High Concentration: 93% of revenue from Other
Other93.3%
Investment Income6.0%
Donations0.6%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 140 peers · Health · $100K – $1M
Rating Score
0
Revenue
$217K
Reserve Months
0.0
Surplus
$-106K
Staff Cost %
72%
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
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC22166
Entity TypeTrust
Registered26 Mar 2008
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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: 22 April 2026.
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