Whangarei Budgeting Service Incorporated — Education Charity in Whangarei
Whangarei Budgeting Service Incorporated is a deregistered Trust charity in the Education sector, based in Whangarei, Whangarei. This organisation also provides funding to other charities. Annual revenue: $0.3M NZD. Financial data as at June 2021.
Mission: To provide budgeting advice and education to ensure the protection of the family unit and empower them to achieve financial independence.
- Registration Number
- CC23704
- Charity Type
- Trust
- Registration Date
- 2008-04-30
- Status
- Deregistered (2021-06-30)
- Sector
- Education
- Location
- Whangarei, Whangarei
- finance@northable.org.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- June 2021
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 4
- Volunteers
- 0
- Financial Year End
- 2021-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2021 | $0.3M | $0.2M | $0.2M |
| 2020 | $0.2M | $0.2M | $0.1M |
| 2019 | $0.2M | $0.2M | $0.1M |
| 2018 | $0.1M | $0.2M | $0.1M |
| 2017 | $0.2M | $0.2M | $0.2M |
| 2016 | $0.3M | $0.2M | $0.2M |
| 2015 | $0.2M | $0.3M | $0.2M |
| 2014 | $0.2M | $0.2M | $0.2M |
| 2013 | $0.2M | $0.2M | $0.2M |
| 2012 | $0.3M | $0.2M | - |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (30)
- Alistair Drake — Officer
- Sandie Waddell — Officer
- Stephen Waite — Officer
- Theresa King — Treasurer
- Haylee LaBelle — Secretary
- Nathanael McDonald — Trustee (departed 2021-04-16)
- Irish Poutai-Beazley — Trustee (departed 2020-11-25)
- Lynne Searle — Chair (departed 2021-08-13)
- Graham Wallace — Trustee (departed 2018-07-12)
- Michael Stone — Trustee (departed 2017-08-01)
- Tom Rolton — Trustee (departed 2021-04-16)
- Joy-Marie Richards — Secretary (departed 2021-04-16)
- Graeme Richards — Treasurer (departed 2021-04-16)
- Duncan Worthington — Trustee/board Member (departed 2015-05-20)
- Kim Edge — Individual (departed 2016-06-01)
- Susan Smith — Individual (departed 2015-12-31)
- Ann Cook — Member (departed 2014-09-11)
- Laurie Butland — Member (departed 2014-09-11)
- Neil Cook — Trustee (departed 2020-11-03)
- Ann Heatley — Member (departed 2019-12-05)
Similar Charities in Education
- Northland Kindergarten Association Incorporated — Education
- Victoria House Incorporated — Education
- Pukekohe Christian School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Kotuku Trust — Education
Whangarei Budgeting Service Incorporated
Financial data as at June 2021. Sourced from Charities Services register.
This charity has been removed from the Charities Services register and is no longer obliged to file annual returns. Because the charity is no longer active under the Charities Act, the standard rating is withheld. The figures shown above reflect the last filings made while the charity was registered.
How ratings work →$313.2K
$224.9K
$264.9K
4
Financial data from Charities Services annual return (FY2021). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To provide budgeting advice and education to ensure the protection of the family unit and empower them to achieve financial independence.
Key Statistics
Financial Trends
Financial Trends (13 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 107 peers · Education · $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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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: 11 September 2026.
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