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
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 |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
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Waiheke Budgeting Services Trust
CC30590Waiheke Island, Waiheke IslandRegistered 30 Jun 2008
Data updated: Today
Financials9mo agoRating16h 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 3/4 reporting allows smaller charities to file a summary annual-return form rather than separately 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 $1M threshold at which audited accounts are expected. 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.
How ratings work →Revenue
$284.6K
Expenses
$285.8K
Assets
$194.0K
Staff
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.
Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Nationwide
About
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.
Key Statistics
Annual Revenue
$284.6K
Total Expenses
$285.8K
Net Assets
$131.8K
Staff
5
employees
Volunteers
0
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
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
31
Score /100
Concentrated
HHI: 6,866
High Concentration: 81% of revenue from Other
Other81.1%
Donations16.9%
Investment Income1.9%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 131 peers · Social Services · $100K – $1M
Rating Score
0
Revenue
$285K
Reserve Months
0.0
Surplus
$-1K
Staff Cost %
53%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC30590
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
Social ServicesData 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: 22 April 2026.
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