Warkworth / Wellsford Budget Service Incorporated — Social Services Charity in Wellsford
Warkworth / Wellsford Budget Service Incorporated is a Trust charity in the Social Services sector, based in Wellsford, Wellsford. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: Warkworth/Wellsford Budget Service Inc provides free financial mentoring to clients who are experiencing financial hardship, with the aim of enabling them to become more financially capable and gain control of their finances.
- Registration Number
- CC31080
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Social Services
- Location
- Wellsford, Wellsford
- admin@wwbudgetservice.co.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $0.2M |
| 2024 | $0.1M | $0.1M | - |
| 2023 | $0.1M | $0.1M | - |
| 2022 | $0.1M | $0.1M | - |
| 2021 | $0.1M | $0.1M | - |
| 2020 | $0.1M | $0.0M | - |
| 2019 | $0.0M | $0.1M | - |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.0M | $0.0M | - |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Anne Steedman | Minutes Secretary | 2024-10-10 |
| Elizabeth Allen | Treasurer | 2024-07-01 |
| Sarah Gordon | Management Committee | 2024-04-09 |
| Robin Hargrave | Management Committee | 2023-10-10 |
| Adrian Tracz | Vice Chairperson | 2023-10-10 |
| Richard Hall | Management Committee | 2019-12-10 |
| Maureen Bernie | Chair | 2019-04-11 |
| Heather Mackay | Management Committee | 2018-12-11 |
Former Officers (21)
- Joanne Walker — Privacy Officer Health & Safety Officer (departed 2025-12-09)
- Christine Liggins — Management Committee (departed 2024-10-10)
- Lynley Lewington — Management Committee (departed 2025-10-14)
- Brian Waigth — Management Committee Member (departed 2022-02-04)
- Dianne Knight — Management Committee Member (departed 2023-10-10)
- Christiane Hoogerwerf — Committee Member (departed 2019-04-10)
- Cath Hodder — Committee Member (departed 2017-06-27)
- Noeline Hay — Chair (departed 2019-04-10)
- Carolyn Alderton — Management Committee Member (departed 2014-10-14)
- Angela Bridson — Treasurer (departed 2024-07-01)
- Elizabeth Mitchell — Minutes Secretary (departed 2018-12-11)
- Shannon Parker — Management Committee Member (departed 2010-09-28)
- Anne Taylerson — Member Management Committee (departed 2012-08-31)
- Angela Buckton — Member Management Committee (departed 2021-08-10)
- Beth Shepherd — Minute Secretary (departed 2009-09-29)
- Jill Hetherington — Member Management Committee (departed 2022-08-09)
- Helen Damer — Treasurer (departed 2012-08-31)
- Jackie Atkins — Member Management Committee (departed 2011-03-22)
- Ian Gardner — Committee Member (departed 2019-06-18)
- Gwyn Whitehead — Member Management Committee (departed 2008-09-17)
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Warkworth / Wellsford Budget Service Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.
How ratings work →$116.1K
$118.8K
$215.9K
3
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.
About
Warkworth/Wellsford Budget Service Inc provides free financial mentoring to clients who are experiencing financial hardship, with the aim of enabling them to become more financially capable and gain control of their finances.
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
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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. Last updated: 13 September 2026.
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