Vaiola P.I Budgeting Service Trust — Education Charity in Auckland

Vaiola P.I Budgeting Service Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.3M NZD. Financial data as at June 2025.

Mission: To provide a free and comprehensive community-based budget advisory information and support service, with particular focus on the Pacific Island community, but we help other ethnicities as well, to help people more effectively manage their financial resources for the benefit of the family unit and for family members individually. Also to educate them on financial matters generally.

Registration Number
CC27959
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Auckland, Auckland
Email
vpibs@vaiola.org
Funder Status
Grant-making charity (trust)
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People of a certain ethnic / racial origin, People with disabilities, Other - All

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.4M NZD
Total Assets
$0.4M NZD
Net Assets
$0.3M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
9
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.4M$0.3M
2024$0.5M$0.5M$0.5M
2023$0.6M$0.6M$0.5M
2022$0.6M$0.5M$0.5M
2021$0.6M$0.4M$0.3M
2020$0.4M$0.4M$0.2M
2019$0.3M$0.3M$0.1M
2018$0.3M$0.3M$0.2M
2017$0.2M$0.2M$0.2M
2016$0.4M$0.2M$0.2M

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Vai Matofai HarrisTrustee2022-03-03
Issac Liava'aTrustee2019-08-27
John CoffeyChair2019-07-17
Kate Warner-HayTreasurer2019-02-26
Tracy StowersTrustee2016-07-01

Former Officers (14)

  • Ruth Malo — Trustee (departed 2019-11-26)
  • De'ette Dennis — Trustee (departed 2022-04-26)
  • Ofa Toki — Trustee (departed 2018-03-29)
  • Joseph Liava'a — Trustee (departed 2019-03-22)
  • Peter Stowers — Trustee (departed 2017-12-15)
  • Helen Amituanai — Trustee (departed 2015-05-07)
  • Pila Fatu — Chair (departed 2014-07-01)
  • Taua Goulter — Trustee (departed 2013-06-13)
  • Lesieli Nanai - Rareba — Trustee (departed 2011-06-01)
  • Tapu Anne Po - Wihongi — Trustee (departed 2009-10-22)
  • Alatupe Ieti — Trustee (departed 2012-08-09)
  • Bruce Fruean — Trustee (departed 2009-10-30)
  • Marie Savila — Trustee (departed 2010-04-19)
  • Andrew Larsen — Trustee (departed 2024-06-26)

Funding Sources

  • Foundation North — $76,000
  • Trillian Trust — $16,500
  • Trillian Trust Limited — $5,000

Similar Charities in Education

FunderEducationTrustTrust

Vaiola P.I Budgeting Service Trust

CC27959Auckland, AucklandRegistered 30 Jun 2008
Data updated: 3 days ago
Financials30 Jun 2025Rating2d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

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.

  • Government-funding concentration
    90% of latest-year revenue came from government grants — single-stream dependency

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.

Revenue

$250.3K

Expenses

$429.7K

Assets

$380.8K

Staff

9

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
EducationSocial ServicesArts & CultureInternational AidCommunity Development
Beneficiaries
Pacific PeoplesGeneral Public
Geographic Focus
Auckland

Funded By

Registered charities that have funded this organisation.

About

Mission

To provide a free and comprehensive community-based budget advisory information and support service, with particular focus on the Pacific Island community, but we help other ethnicities as well, to help people more effectively manage their financial resources for the benefit of the family unit and for family members individually. Also to educate them on financial matters generally.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peoplePeople of a certain ethnic / racial originPeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$250.3K
Total Expenses
$429.7K
Net Assets
$324.2K
Staff
9
employees

Financial Trends

Financial Trends (17 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
10.4mo
Could operate 10.4 months with zero revenue
Healthy
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

19
Score /100
Highly Concentrated
HHI: 8,137
High Concentration: 90% of revenue from Government Grants
Government Grants89.8%
Other8.4%
Donations1.6%
Investment Income0.2%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$250K
#69/133
Reserve Months
0.0
#1/133
Surplus
$-179K
#129/133
Staff Cost %
85%
#133/133

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

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

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC27959
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated30 Apr 2003
Registered office
Drive, Bader, Auckland

Sector & Activities

Primary Sector
Education
Activities
Provides advice / information / advocacyProvides services (e.g. care / counselling)Other - Acts an Umbrella body

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.