Helensville-Waimauku Family Budgeting Service Incorporated — Social Services Charity in Helensville
Helensville-Waimauku Family Budgeting Service Incorporated is a Trust charity in the Social Services sector, based in Helensville, Helensville. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at June 2024.
Mission: The purpose of our organisation is to provide free budgeting advice and mentoring from Kumeu - Waimauku. Helensville and Kaukapakapa within the boundaries of the Helensville District Board. We provide short and long term mentoring for people to better manage their finances. All mentors are Fin-Cap trained.
- Registration Number
- CC21304
- Charity Type
- Trust
- Registration Date
- 2008-02-21
- Status
- Active
- Sector
- Social Services
- Location
- Helensville, Helensville
- hlv.budget@xtra.co.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- June 2024
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2024-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.1M | $0.1M | $0.3M |
| 2023 | $0.2M | $0.1M | - |
| 2022 | $0.1M | $0.1M | $0.0M |
| 2021 | $0.1M | $0.1M | $0.0M |
| 2020 | $0.1M | $0.1M | - |
| 2019 | $0.1M | $0.1M | $0.0M |
| 2018 | $0.1M | $0.1M | $0.0M |
| 2017 | $0.1M | $0.1M | $0.0M |
| 2016 | $0.1M | $0.1M | $0.0M |
| 2015 | - | - | $0.0M |
Board Members and Officers
Current Officers (9)
| Name | Role | Appointed |
|---|---|---|
| Val Bishop | Committee Member | 2021-12-28 |
| Joelle Ashton | Committee Member | 2021-12-08 |
| Kylie Donaldson | Committee Member | 2020-03-28 |
| Julie James | Secretary | 2019-12-12 |
| Christopher Gibbons | Treasurer/vice Chairperson | 2018-12-12 |
| lani Lucena | Secretary | 2015-07-23 |
| Suzanne Heta | Secretary | 2013-12-09 |
| Frances Swann | Manager/ex-Officio | 2005-07-20 |
| Anita George | Secretary | 1977-02-16 |
Former Officers (22)
- Margaret Revell — Committee Member (departed 2023-05-25)
- Alison Brookes — Committee Member (departed 2018-09-09)
- Trish Pointer — Vice Chairperson/committee Member (departed 2019-03-02)
- Fifi Larsen — Committee Member (departed 2021-12-08)
- Bronwyn Alexander — Vice Chairperson (departed 2016-11-30)
- Donna Glasson — Officer (departed 2015-03-04)
- Donna Wall — Officer (departed 2015-05-13)
- Susan Drinkwater — Secretary (departed 2012-12-12)
- Juanita Cranston — Officer (departed 2012-12-12)
- David Clarke — Maintenance (departed 2013-12-08)
- Wendy Van Der Wal — Officer (departed 2012-12-12)
- Heather Dobson — Officer (departed 2013-02-13)
- Christine Smith — Chair (departed 2021-08-09)
- Christine Marsom — Officer (departed 2011-06-30)
- Robert Ellis — Chair (departed 2011-10-17)
- Jenni Williams — Secretary (departed 2011-06-30)
- Ros Freke — Treasurer (departed 2014-10-20)
- Malcolm Keane — Committee Member (departed 2011-06-30)
- David Terrance Lacey — Treasurer (departed 2008-08-08)
- Cheryl Dobbe — Committee Member (departed 2010-09-29)
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Helensville-Waimauku Family Budgeting Service Incorporated
Financial data as at June 2024. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. 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 the $2M Tier 2 boundary where audited accounts become mandatory. 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 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Current annual return overdueThe newest annual return we hold is 27 months old — a more recent return may already be on the Charities Services register
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$113.0K
$86.3K
$296.6K
2
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The purpose of our organisation is to provide free budgeting advice and mentoring from Kumeu - Waimauku. Helensville and Kaukapakapa within the boundaries of the Helensville District Board. We provide short and long term mentoring for people to better manage their finances. All mentors are Fin-Cap trained.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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
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: 29 September 2026.
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