Beneficiaries Advocacy and Information Service Incorporated — Health Charity in Auckland
Beneficiaries Advocacy and Information Service Incorporated is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at June 2025.
Mission: To provide quality information and independent advocacy for beneficiaries, low-income families, and those marginalised in our community. Our free financial advocacy service provides support, information and education for beneficiaries, low-income families and individuals within our community. These groups in our community struggle to understand and cope with the processes for obtaining their financial entitlements through WINZ and IRD and do not know what other support may be available for them in the community. Our advocacy support work for clients includes working collaboratively across a wide range of local support agencies. BAIS works with government entities such as IRD, WINZ and local and central government policy builders to ensure clients have the resources available to them from their community to deal with all issues. These issues may go beyond entitlements and can deeply affect their well-being such as safety in the home, child poverty, housing, mental health and disability and unemployment.
- Registration Number
- CC10594
- Charity Type
- Trust
- Registration Date
- 2007-07-10
- Status
- Active
- Sector
- Health
- Location
- Auckland, Auckland
- info@bais.org.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- June 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.0M NZD
- Net Assets
- $-0.0M 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 | $0.2M | $0.2M | $-0.0M |
| 2024 | $0.2M | $0.2M | $-0.0M |
| 2023 | $0.2M | $0.2M | $0.0M |
| 2022 | $0.2M | $0.1M | $0.0M |
| 2021 | $0.1M | $0.2M | $-0.0M |
| 2020 | $0.2M | $0.2M | $0.0M |
| 2019 | $0.2M | $0.2M | $0.0M |
| 2018 | $0.2M | $0.2M | $0.0M |
| 2017 | $0.1M | $0.2M | $0.0M |
| 2016 | $0.1M | $0.1M | $0.0M |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Sonia Cope | Trustee | 2022-02-15 |
| Fern Wendt-Corfe | Trustee | 2020-11-10 |
| Kate Flannery | Trustee/secretary | 2017-11-30 |
| Daryl Grove | Trustee | 2017-11-30 |
| Linda Holden | Trustee | 2016-10-06 |
| Veronica Emery | Treasurer | 2013-10-24 |
| Anna-Lee Dewes | Trustee/chairperson | 2012-05-01 |
Former Officers (30)
- Benjamin Dewes — Trustee (departed 2018-02-01)
- Julie Bourne — Trustee (departed 2017-11-30)
- Fiona Gove — Trustee (departed 2020-11-10)
- Joan Drain — Trustee (departed 2020-11-10)
- Lisa Brown — Trustee (departed 2015-08-01)
- Janine Scott — Treasurer (departed 2016-02-25)
- Nicky Sergison — Trustee (departed 2015-08-01)
- Daryl Gove — Secretary (departed 2017-02-23)
- Darrin Kennedy — Trustee (departed 2016-10-06)
- Jan Searell — Trustee (departed 2013-02-01)
- Cynthia Thompson — Trustee (departed 2013-10-24)
- Jeanine Moss — Trustee (departed 2013-10-24)
- Karen Cleasby — Trustee (departed 2013-10-24)
- Lisa Fa'eo — Trustee (departed 2012-05-01)
- Ron Lawson — Trustee (departed 2012-07-01)
- Alexis Jensen — Treasurer (departed 2012-05-01)
- Corrie Haddock — Individual (departed 2012-05-01)
- Andrea Boyed — Individual (departed 2011-10-25)
- Paula Gillon — Trustee (departed 2011-10-25)
- Catherine Anderson — Treasurer (departed 2011-02-22)
Funding Sources
- Pub Charity Limited — $60,738
- Foundation North — $40,000
- The Lion Foundation — $40,000
- Foundation North — $40,000
- Foundation North — $35,000
- Foundation North — $30,000
- Foundation North — $30,000
- Foundation North — $25,000
- Blue Sky Community Trust — $8,608
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
Beneficiaries Advocacy and Information Service Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
This charity has reported liabilities exceeding assets for two or more consecutive years. That pattern is common and structural for retirement villages (occupation-right-agreement bonds recorded as liabilities), iwi treaty-settlement vehicles (future-obligation accruals), and infrastructure trusts with Crown loan principal — it does not indicate financial distress, but our standard reserve-months scoring template does not apply. The charity's figures are shown above.
How ratings work →$212.8K
$230.9K
$44.6K
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.
Funded By
Registered charities that have funded this organisation.
About
To provide quality information and independent advocacy for beneficiaries, low-income families, and those marginalised in our community. Our free financial advocacy service provides support, information and education for beneficiaries, low-income families and individuals within our community. These groups in our community struggle to understand and cope with the processes for obtaining their financial entitlements through WINZ and IRD and do not know what other support may be available for them in the community. Our advocacy support work for clients includes working collaboratively across a wide range of local support agencies. BAIS works with government entities such as IRD, WINZ and local and central government policy builders to ensure clients have the resources available to them from their community to deal with all issues. These issues may go beyond entitlements and can deeply affect their well-being such as safety in the home, child poverty, housing, mental health and disability and unemployment.
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 157 peers · Health · $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: 28 September 2026.
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