Papatoetoe Budgeting & Family Services — Social Services Charity in Auckland

Papatoetoe Budgeting & Family Services is a Trust charity in the Social Services sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To promote financial capabilities and vulnerable clients to get independent via Fianacial Mentoring and living within their means and providing budgeting Services, Negotiations, No Asset Procedure, Debt Repayment Order, Insolvency, Financial plan of Action, helping clients to make a good short term, mid-term and long-term goals and manage it, deciding what good things to do, controlling their finances.

Registration Number
CC58486
Charity Type
Trust
Registration Date
2020-10-31
Status
Active
Sector
Social Services
Location
Auckland, Auckland
Email
comm.budgetingservice@gmail.com
Funder Status
Grant-making charity (other)
Data as at
March 2026

Beneficiaries: Family / whanau, General public, Migrants / refugees, Older people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.0M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
1
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.1M$0.0M
2025$0.1M$0.0M$0.1M
2024$0.1M$0.0M$0.1M
2023$0.0M$0.0M$0.1M
2022$0.1M$0.1M$0.0M
2021---

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Kishore ChandTrustee/secretary2020-07-27
Shakila DeviTrustee Chairperson2020-03-08
Rita MeleTrustee/ V. Chair2020-03-08

Former Officers (3)

  • Mele Telaila — Trustee/member (departed 2024-03-31)
  • Mohanan Morganan — Ceo/manager (departed 2025-11-13)
  • Mahendra Kumar — Trustee (departed 2021-02-24)

Funding Sources

  • Foundation North — $37,000
  • Blue Sky Community Trust — $1,000
  • Dragon Community Trust — $904.31

Similar Charities in Social Services

FunderSocial ServicesTrustOther

Papatoetoe Budgeting & Family Services

CC58486Auckland, AucklandRegistered 31 Oct 2020
Data updated: 2 days ago
Financials6mo agoRating2d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than 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 $2M Tier 2 boundary where audited accounts become mandatory. 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 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$4.4K

Expenses

$50.1K

Assets

$4.4K

Staff

1

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

Funder Profile

Grantmaker

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

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Auckland

Funded By

Registered charities that have funded this organisation.

About

Mission

To promote financial capabilities and vulnerable clients to get independent via Fianacial Mentoring and living within their means and providing budgeting Services, Negotiations, No Asset Procedure, Debt Repayment Order, Insolvency, Financial plan of Action, helping clients to make a good short term, mid-term and long-term goals and manage it, deciding what good things to do, controlling their finances.

Who We Serve

Beneficiaries
Family / whanauGeneral publicMigrants / refugeesOlder people

Key Statistics

Annual Revenue
$4.4K
Total Expenses
$50.1K
Net Assets
$4.4K
Staff
1
employees

Financial Trends

Financial Trends (6 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
0.4mo
Could operate 0.4 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

40
Score /100
Concentrated
HHI: 5,977
Donations72.1%
Other27.9%

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

Peer Comparison

Ranked against 295 peers · Social Services · Under $100K

Rating Score
0
#41/296
Revenue
$4K
#243/296
Reserve Months
0.0
#1/296
Surplus
$-46K
#289/296
Staff Cost %
82%
#296/296

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
D-
2025
Score: 41.0
Financial: 55 | Governance: 75 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC58486
Entity TypeTrust
Registered31 Oct 2020
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated10 Mar 2020
Registered office
35a St George Street, Papatoetoe, Auckland

Sector & Activities

Primary Sector
Social Services
Activities
Provides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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: 28 September 2026.