The Levin Budget Service Incorporated — Social Services Charity in Levin

The Levin Budget Service Incorporated is a Trust charity in the Social Services sector, based in Levin, Levin. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: The Levin Budget Service Incorporated is dedicated to the development of budgeting skills for our community members through free, supportive, confidential, non-judgmental and culturally aware services. This is offered through one to one financial mentoring, one-off budgeting interventions and Money Mates, a peer led facilitated discussion groups that cover a range of money matters and ongoing basis. We offer our services from our base premises, as well as at other venues to suit our clients.

Registration Number
CC32322
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Social Services
Location
Levin, Levin
Email
info@levinbudgetservice.org.nz
Funder Status
Grant-making charity (society)
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$0.5M NZD
Net Assets
$0.5M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
5
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.2M$0.5M
2024$0.2M$0.1M$0.5M
2023$0.2M$0.1M$0.4M
2022$0.2M$0.1M$0.3M
2021$0.2M$0.1M$0.2M
2020$0.1M$0.1M$0.0M
2019$0.1M$0.1M$0.1M
2018$0.1M$0.1M$0.1M
2017$0.1M$0.1M$0.1M
2016$0.1M$0.1M$0.0M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Sarah MartinTrustee2025-11-20

Former Officers (26)

  • Graeme Richardson — Trustee
  • Robyn Moores — Trustee (departed 2026-02-10)
  • Pearl Eugenio — Trustee (departed 2026-02-10)
  • Heather Kinsey — Secretary/treasurer
  • John Binding — Trustee
  • Ian Scott — Trustee (departed 2024-09-19)
  • Bernard Long — Chair
  • Terisa Ngoibi — Secretary (departed 2018-09-21)
  • Glenys McHutchon — Treasurer/governance Member (departed 2018-09-21)
  • Michelle Harrison — Coordinator (departed 2023-03-31)
  • Paddy Jacob — Trustee (departed 2021-03-04)
  • Miranda Cradock — Health and Safety Officer (departed 2019-06-28)
  • Paddi Culverwell — Complaints Officer (departed 2018-09-21)
  • Gioja Townshend — Trustee (departed 2018-09-21)
  • Sandra Youthed — Treasurer (departed 2017-10-19)
  • Kate Greenslade — Secretary (departed 2017-01-24)
  • Noeline Abery — Secretary (departed 2015-06-30)
  • Margaret Edwards-Graham — Co-Ordinator (departed 2020-12-04)
  • Frederick Winter — Chair (departed 2018-09-21)
  • Victoria Kaye-Simmons — Chair (departed 2025-11-20)

Similar Charities in Social Services

FunderSocial ServicesTrustSociety

The Levin Budget Service Incorporated

CC32322Levin, LevinRegistered 30 Jun 2008
Data updated: 4 days ago
Financials30 Jun 2025Rating3d 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 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

$203.8K

Expenses

$197.6K

Assets

$519.6K

Staff

5

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

1 red flag identified- Review the Rating tab for details

Funder Profile

Grantmaker

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

Funding Sectors
Community Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Levin Budget Service Incorporated is dedicated to the development of budgeting skills for our community members through free, supportive, confidential, non-judgmental and culturally aware services. This is offered through one to one financial mentoring, one-off budgeting interventions and Money Mates, a peer led facilitated discussion groups that cover a range of money matters and ongoing basis. We offer our services from our base premises, as well as at other venues to suit our clients.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople of a certain ethnic / racial originPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$203.8K
Total Expenses
$197.6K
Net Assets
$509.9K
Staff
5
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
18.5mo
Could operate 18.5 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

13
Score /100
Highly Concentrated
HHI: 8,715
High Concentration: 93% of revenue from Other
Other93.1%
Investment Income6.9%

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

Peer Comparison

Ranked against 140 peers · Social Services · $100K – $1M

Rating Score
0
#33/141
Revenue
$204K
#86/141
Reserve Months
0.0
#1/141
Surplus
$6K
#83/141
Staff Cost %
73%
#141/141

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

Registration

Registration NumberCC32322
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated8 Dec 2003

Sector & Activities

Primary Sector
Social Services
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacy

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: 29 September 2026.