The Levin Budget Service Incorporated — Social Services Charity in Levin
The Levin Budget Service Incorporated is a Incorporated Society charity in the Social Services sector, based in Levin, Levin. Annual revenue: $0.4M NZD. 1 red flag detected. Financial data as at June 2026.
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
- Incorporated Society
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Social Services
- Location
- Levin, Levin
- info@levinbudgetservice.org.nz
- Data as at
- June 2026
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
- $0.4M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $0.5M NZD
- Net Assets
- $0.5M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 5
- Financial Year End
- 2026-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.4M | $0.4M | $0.5M |
| 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 |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Sarah Martin | Trustee | 2025-11-20 |
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)
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The Levin Budget Service Incorporated
Financial data as at June 2026. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$362.0K
$360.5K
$540.4K
5
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
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
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
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
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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.
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