# Bay Financial Mentors - Tau Awhi Noa

**Charities Register number:** CC60931
**Status:** Registered
**Registered since:** 2022-12-16
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Tauranga
**NZBN:** 9429051024376
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Trust aim to improve the lives of those we work alongside by developing their financial capability and enhancing their financial wellbeing.

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-06-30)

- **Total revenue:** NZ$853k
- **Total expenses:** NZ$889k
- **Surplus / deficit:** NZ$-36k
- **Total assets:** NZ$1.35M
- **Total liabilities:** NZ$77k
- **Net assets:** NZ$1.27M
- **Cash reserves:** NZ$69k
- **Donations:** NZ$17k
- **Staff costs:** NZ$677k
- **Paid staff:** 13
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=06e65fcd-4d56-f011-bb44-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-06-30 | NZ$853k | NZ$889k | NZ$-36k | NZ$1.27M |
| 2024-06-30 | NZ$2.30M | NZ$998k | NZ$1.31M | NZ$630k |
| 2023-06-30 | not disclosed | not disclosed | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 6 current (12 including former)
- **Chair recorded:** no
- **Auditor:** Bay Financial Mentors - Tau Awhi Noa
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC60931) and on the charity's profile page.

## Disclosed funders

- **The Lion Foundation** (foundation) — NZ$10k, year ended 2024-12-31

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-01

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/bay-financial-mentors-tau-awhi-noa
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/bay-financial-mentors-tau-awhi-noa/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/bay-financial-mentors-tau-awhi-noa/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC60931

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/bay-financial-mentors-tau-awhi-noa. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-01T13:37:40.193Z.