South Auckland Income Planning Service IncorporatedEducation Charity in Auckland

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

Mission: South Auckland Income Planning Service provides FREE one to one budgeting advise and money management skills service with in our Community and the General area of Auckland and South Auckland Area. We assist individuals and family/whanau to reduce and/or eliminate debt and thus to manage successfully their own financial affairs. We act as advocate for Clients where necessary and liaise closely with other community organisations and agencies to promote changes that may help reduce the need for the Service. We strive to educate and promote a sound knowledge of money management skills within the community. The South Auckland Income Planning Service commenced on 4th October 1989 and this year we will celebrate our 29 years of service to the community.

Registration Number
CC31385
Charity Type
Trust
Registration Date
2023-09-26
Status
Active
Sector
Education
Location
Auckland, Auckland
Email
manager.saips@xtra.co.nz
Funder Status
Grant-making charity (society)
Data as at
June 2025

Financial Summary

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

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.1M$0.1M$0.0M
2016$0.1M$0.1M-
2015$0.1M$0.1M$-0.0M
2014$0.1M$0.1M-
2013$0.2M$0.2M-
2012$0.1M$0.2M-
2011$0.1M$0.1M-

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Apifou PelikaniCommittee Member2022-09-23
Lesley MatiaChair2022-09-23
Maureen BrittenSecretary2022-09-23
Shabnam NishaTreasurer2022-03-23
Sesilia HalavatauCommittee Member2018-09-12
Suisami Sinia-anaeCommitee Member2007-08-24

Former Officers (12)

  • Thomas HenryTreasurer (departed 2021-08-01)
  • Christine ApuSecretary (departed 2023-01-13)
  • Karina MitaiCommittee Member (departed 2020-07-01)
  • Audrei LucioniTreasurer (departed 2016-08-26)
  • Margaret ChoppingChair (departed 2023-06-02)
  • Ngatuakana WitchmanCommittee Member (departed 2024-07-31)
  • Marta FoldkoziTreasurer (departed 2013-06-30)
  • Uraatua UmakiCommittee Member (departed 2015-09-11)
  • Lynette BurtonCommittee Member (departed 2017-10-16)
  • Losalia TusaCommittee Member/certified Budget Advisor (departed 2008-09-25)
  • Joseph TusaCommittee Member (departed 2010-08-27)
  • Ronald WilliamsCommittee Member (departed 2015-06-30)

Similar Charities in Education

FunderEducationTrustSociety

South Auckland Income Planning Service Incorporated

CC31385Auckland, AucklandRegistered 26 Sept 2023
Data updated: 1 Sept 2026
Financials30 Jun 2025Ratingyesterday

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

NR
Not ratedVolunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →
Revenue

$4.0K

Expenses

$4.6K

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
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

South Auckland Income Planning Service provides FREE one to one budgeting advise and money management skills service with in our Community and the General area of Auckland and South Auckland Area. We assist individuals and family/whanau to reduce and/or eliminate debt and thus to manage successfully their own financial affairs. We act as advocate for Clients where necessary and liaise closely with other community organisations and agencies to promote changes that may help reduce the need for the Service. We strive to educate and promote a sound knowledge of money management skills within the community. The South Auckland Income Planning Service commenced on 4th October 1989 and this year we will celebrate our 29 years of service to the community.

Key Statistics

Annual Revenue
$4.0K
Total Expenses
$4.6K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (12 Years)

Revenue Breakdown

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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Donations
Donations100.0%

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

Peer Comparison

Ranked against 345 peers · Education · Under $100K

Rating Score
0
#119/346
Revenue
$4K
#273/346
Reserve Months
0.0
#1/346
Surplus
$-564
#231/346
Staff Cost %
0%
#1/346

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
Auckland, Auckland

Registration

Registration NumberCC31385
Entity TypeTrust
Registered26 Sept 2023
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated4 Oct 1989
Registered office
12-16 High Street, Otahuhu, Auckland, 1640

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: 11 September 2026.