Waiheke Budgeting Services Trust — Social Services Charity in Waiheke Island
Waiheke Budgeting Services Trust is a Trust charity in the Social Services sector, based in Waiheke Island, Waiheke Island. This organisation also provides funding to other charities. Annual revenue: $0.3M NZD. Financial data as at June 2025.
Mission: The Waiheke Budgeting Services Trust aims to provide free and confidential budgeting advice and debt management assistance to families and individuals on Waiheke Island. We seek to provide quality information, support, encouragement and understanding when assisting individuals and families to regain control over their financial situation.
- Registration Number
- CC30590
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Social Services
- Location
- Waiheke Island, Waiheke Island
- Website
- www.waihekebudgeting.org.nz
- toni.carey@waihekebudgeting.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Older people
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.1M 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 | $0.3M | $0.3M | $0.1M |
| 2024 | $0.2M | $0.3M | $0.1M |
| 2023 | $0.3M | $0.3M | $0.2M |
| 2022 | $0.5M | $0.4M | $0.3M |
| 2021 | $0.3M | $0.2M | $0.2M |
| 2020 | $0.2M | $0.2M | $0.2M |
| 2019 | $0.2M | $0.2M | $0.2M |
| 2018 | $0.2M | $0.2M | $0.1M |
| 2017 | $0.2M | $0.2M | $0.1M |
| 2016 | $0.2M | $0.2M | $0.1M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| David Sharpe | Trustee | 2018-06-19 |
| Jane Glover | Trustee | 2017-11-29 |
| Kevin Martin | Trustee | 2014-12-04 |
| Janet Vincent | Treasurer | 2008-01-01 |
Former Officers (8)
- Paul Turnbull — Trustee (departed 2017-11-29)
- Carol Robertson — Trustee (departed 2018-06-19)
- Paul Cowan — Trustee (departed 2016-11-30)
- Dave Malan — Trustee (departed 2025-12-03)
- John Robertson — Trustee (departed 2014-12-04)
- Brian Long — Trustee (departed 2014-12-04)
- William Morgan — Trustee (departed 2010-07-01)
- Hilton Stewart — Trustee (departed 2010-09-29)
Funding Sources
- Foundation North — $11,760
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Waiheke Budgeting Services Trust
Financial data as at June 2025. Sourced from Charities Services register.
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 →Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$284.6K
$285.8K
$194.0K
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.
Funded By
Registered charities that have funded this organisation.
About
The Waiheke Budgeting Services Trust aims to provide free and confidential budgeting advice and debt management assistance to families and individuals on Waiheke Island. We seek to provide quality information, support, encouragement and understanding when assisting individuals and families to regain control over their financial situation.
Who We Serve
Key Statistics
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
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 140 peers · Social Services · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Sector & Activities
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.
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