Family Finances Service Trust – Upper Hutt — Education Charity in Upper Hutt
Family Finances Service Trust – Upper Hutt is a Charitable Trust charity in the Education sector, based in Upper Hutt, Upper Hutt. Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: To provide a free, confidential, non-judgemental, professional budget advisory service to families and individuals in Upper Hutt City and environs, with the Board having the power to vary the geographical limits of the Service from time to time.
- Registration Number
- CC53617
- Charity Type
- Charitable Trust
- Registration Date
- 2016-06-28
- Status
- Active
- Sector
- Education
- Location
- Upper Hutt, Upper Hutt
- manager@familyfinances.nz
- 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 | $0.2M | $0.1M | $0.2M |
| 2023 | $0.2M | $0.1M | $0.1M |
| 2022 | $0.2M | $0.1M | $0.1M |
| 2021 | $0.2M | $0.1M | $0.1M |
| 2020 | $0.1M | $0.1M | $0.0M |
| 2019 | $0.1M | $0.1M | $0.0M |
| 2018 | $0.1M | $0.1M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Ian James | Trustee | 2024-10-29 |
| Jane Braun | Chair | 2022-08-25 |
| Heather Lange | Manager, Board Secretary | 2021-09-08 |
| Keith Coppins | Trustee, Finance Committee Chair | 2019-09-13 |
Former Officers (8)
- Gary Yates — Trustee (departed 2023-08-15)
- Paul Harford — Trustee, Chair Finance Ctte, Trust Board Member (departed 2020-07-06)
- Carlo Lim — Co-Trustee,-Trust-Board-Member (departed 2020-10-13)
- Michael Teague — Trustee, Chair (departed 2025-02-18)
- Robyn Evans — Trustee, Chair (departed 2022-11-29)
- Susan Leader — Manager; Board Secretary (departed 2021-10-29)
- Beverley Wyman — Trustee, Trust Board Member (departed 2020-03-12)
- Penelope Muir — Trustee, Trust Board Member (departed 2017-09-26)
Funding Sources
- Lion Foundation — $13,000
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Crossways Community Creche Incorporated — Education
- Christchurch Rudolf Steiner School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association Incorporated — Education
Family Finances Service Trust – Upper Hutt
Financial data as at June 2025. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$134.0K
$137.1K
$183.7K
3
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To provide a free, confidential, non-judgemental, professional budget advisory service to families and individuals in Upper Hutt City and environs, with the Board having the power to vary the geographical limits of the Service from time to time.
Key Statistics
Financial Trends
Financial Trends (9 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 152 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.
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