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
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Sonia CopeTrustee2022-02-15
Fern Wendt-CorfeTrustee2020-11-10
Kate FlanneryTrustee/secretary2017-11-30
Daryl GroveTrustee2017-11-30
Linda HoldenTrustee2016-10-06
Veronica EmeryTreasurer2013-10-24
Anna-Lee DewesTrustee/chairperson2012-05-01

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

FunderHealthTrustSociety

Beneficiaries Advocacy and Information Service Incorporated

CC10594Auckland, AucklandRegistered 10 Jul 2007
Data updated: 4 days ago
Financials30 Jun 2025Rating2d ago

Financial data as at June 2025. Sourced from Charities Services register.

NR
Not rated — Structural balance-sheet — standard template does not apply

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 →
Revenue

$212.8K

Expenses

$230.9K

Assets

$44.6K

Staff

3

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducationSocial ServicesCommunity Development
Beneficiaries
ChildrenPeople with DisabilitiesGeneral Public
Geographic Focus
Nationwide

About

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.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$212.8K
Total Expenses
$230.9K
Net Assets
$-27.9K
Staff
3
employees
Volunteers
0

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based 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
2.3mo
Could operate 2.3 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

6
Score /100
Highly Concentrated
HHI: 9,417
High Concentration: 97% of revenue from Other
Other97.0%
Donations2.9%
Investment Income0.1%

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

Rating Score
0
#39/158
Revenue
$213K
#99/158
Reserve Months
0.0
#1/158
Surplus
$-18K
#119/158
Staff Cost %
88%
#158/158

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC10594
Entity TypeTrust
Registered10 Jul 2007
StatusRegistered

Companies Office

StatusRemoved
Entity TypeIncorporated Society
Incorporated17 Jan 1995
Registered office
North Shore, Glenfield, Auckland, 1023

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacy

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.