National Building Financial Capability Charitable Trust — Social Services Charity in Wellington
National Building Financial Capability Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Wellington, Wellington. CharityData rates this charity B+ (82.5/100). Annual revenue: $3.4M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: A national organisation dedicated to the development of a strong and capable network of local financial mentoring services that provide effective support for those experiencing financial stress or hardship.
- Registration Number
- CC54862
- Charity Type
- Charitable Trust
- Registration Date
- 2017-10-25
- Status
- Active
- CharityData Rating
- B+ (82.5/100)
- Sector
- Social Services
- Location
- Wellington, Wellington
- kiaora@fincap.org.nz
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $3.4M NZD
- Total Expenses
- $3.5M NZD
- Total Assets
- $3.1M NZD
- Net Assets
- $2.2M NZD
- Reserve Months
- 6.9 months of operating expenses
- Staff Count
- 19
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $3.4M | $3.5M | $2.2M |
| 2024 | $3.6M | $3.5M | $2.2M |
| 2023 | $3.7M | $3.8M | $2.1M |
| 2022 | $3.8M | $3.4M | $2.1M |
| 2021 | $3.5M | $3.0M | $1.7M |
| 2020 | $2.4M | $1.8M | $1.2M |
| 2019 | $2.1M | $1.7M | $0.6M |
| 2018 | $1.4M | $1.2M | $0.2M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 82.5/100
- Financial Score
- 100
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Sally Morrison | Trustee | 2025-12-10 |
| Anika Forsman | Associate Board Member/trustee | 2025-12-10 |
| Geoff Smith | Trustee | 2024-09-04 |
| Rosaria Alaimoana | Trustee | 2024-07-01 |
| David Baines | Trustee | 2023-02-22 |
| Renee Rewi | Deputy Chair | 2021-06-01 |
| Rosser Thornley | Trustee and Treasurer | 2018-06-28 |
| Kerry Francis | Chair | 2018-06-28 |
Former Officers (12)
- Melanie Harrington — Trustee (departed 2026-03-14)
- Rosalie Grant — Trustee (departed 2023-02-28)
- Susan Kosmala — Trustee (departed 2024-07-31)
- Toa Faneva — Trustee (departed 2021-06-01)
- Dr Pushpa Wood — Trustee (departed 2024-11-06)
- Tupetoa Tanielu — Trustee (departed 2024-07-31)
- Nicola Sladden — Trustee (departed 2025-07-09)
- Carmel Thompson — Trustee (departed 2018-06-30)
- Linda Ngata — Trustee (departed 2018-06-30)
- Darryl Evans — Trustee (departed 2018-03-13)
- Telea Andrews — Trustee (departed 2017-11-21)
- John Exton — Trustee (departed 2018-06-30)
Similar Charities in Social Services
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- Barnardos New Zealand Incorporated — Social Services
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National Building Financial Capability Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
$3.4M
$3.5M
$3.1M
19
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
A national organisation dedicated to the development of a strong and capable network of local financial mentoring services that provide effective support for those experiencing financial stress or hardship.
Key Statistics
Financial Trends
Financial Trends (8 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 59 peers · Social Services · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Sector & Activities
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: 4 October 2026.
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