{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Jubilee Budget Advisory Service Ltd","slug":"jubilee-budget-advisory-service-ltd","charities_register_number":"CC27333","nzbn":"9429037738563","status":"registered","registration_date":"2008-06-30","deregistration_date":null,"entity_type":"operating_charity","sector":"Health","icnpo_group":"Health","region":"Invercargill","city":"Invercargill","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"Jubilee Budget Advisory Service is a Southland-based organisation that provides free, confidential financial mentoring, education, and advocacy to individuals and whānau experiencing financial hardship.\r\n\r\nWe support clients through one-on-one budget advice, crisis assistance, debt management, advocacy with creditors, and our specialised Total Money Management (TMM) service for those unable to manage their own finances.\r\n\r\nOur financial education includes MoneyMates peer learning groups and community workshops designed to build financial capability and long-term resilience.\r\n\r\nJubilee works with people from all backgrounds—solo parents, elderly, unemployed, or those facing addiction or disability. Our experienced team walks alongside clients to reduce stress, create personalised financial plans, and restore hope.\r\n\r\nActive since 1998, we are committed to building a financially empowered and resilient Southland where no one faces money struggles alone.","mission":"Jubilee Budget Advisory Service is a Southland-based organisation that provides free, confidential financial mentoring, education, and advocacy to individuals and whānau experiencing financial hardship.\r\n\r\nWe support clients through one-on-one budget advice, crisis assistance, debt management, advocacy with creditors, and our specialised Total Money Management (TMM) service for those unable to manage their own finances.\r\n\r\nOur financial education includes MoneyMates peer learning groups and community workshops designed to build financial capability and long-term resilience.\r\n\r\nJubilee works with people from all backgrounds—solo parents, elderly, unemployed, or those facing addiction or disability. Our experienced team walks alongside clients to reduce stress, create personalised financial plans, and restore hope.\r\n\r\nActive since 1998, we are committed to building a financially empowered and resilient Southland where no one faces money struggles alone."},"rating":{"rated":false,"grade":null,"score":null,"status":"limited_disclosure","reason":"Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2026-03-31","total_revenue_nzd":586609,"total_expenses_nzd":547764,"surplus_deficit_nzd":38845,"total_assets_nzd":423362,"total_liabilities_nzd":99589,"net_assets_nzd":323773,"cash_reserves_nzd":188460,"government_grants_nzd":null,"donations_nzd":162315,"staff_costs_nzd":401114,"paid_staff":7,"volunteers":null,"reporting_tier":"Tier3","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=30646f87-922d-f111-bb51-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-03-31","total_revenue_nzd":586609,"total_expenses_nzd":547764,"surplus_deficit_nzd":38845,"net_assets_nzd":323773,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=30646f87-922d-f111-bb51-000d3acc4199&isPublic=true"},{"year_ended":"2025-03-31","total_revenue_nzd":629348,"total_expenses_nzd":730450,"surplus_deficit_nzd":-101102,"net_assets_nzd":284927,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1b3bdbbd-c60e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":857966,"total_expenses_nzd":863829,"surplus_deficit_nzd":-5863,"net_assets_nzd":386029,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e19b5c77-efef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":736792,"total_expenses_nzd":723341,"surplus_deficit_nzd":null,"net_assets_nzd":391892,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8eb961e0-54d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":625081,"total_expenses_nzd":633248,"surplus_deficit_nzd":null,"net_assets_nzd":378440,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=04a3a033-83b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":523042,"total_expenses_nzd":469201,"surplus_deficit_nzd":null,"net_assets_nzd":386606,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8792654b-b292-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":360696,"total_expenses_nzd":394966,"surplus_deficit_nzd":null,"net_assets_nzd":332765,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1af557c9-e073-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":369758,"total_expenses_nzd":347668,"surplus_deficit_nzd":null,"net_assets_nzd":367036,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=541f9954-4654-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":405283,"total_expenses_nzd":306741,"surplus_deficit_nzd":null,"net_assets_nzd":344947,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2f81fc29-7d35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":266901,"total_expenses_nzd":245943,"surplus_deficit_nzd":null,"net_assets_nzd":246405,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f8f53c4b-1cae-e711-aae0-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":3,"total_officers_recorded":8,"chair_recorded":true,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":"Audit Integrity","latest_audit_opinion":"unqualified","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[{"name":"ILT Foundation","type":"foundation","amount_nzd":126540,"year_ended":"2021-12-31"},{"name":"Aotearoa Gaming Foundation","type":"foundation","amount_nzd":30000,"year_ended":"2022-12-31"},{"name":"Aotearoa Gaming Foundation","type":"foundation","amount_nzd":20000,"year_ended":"2021-12-31"},{"name":"Aotearoa Gaming Foundation","type":"foundation","amount_nzd":20000,"year_ended":"2024-12-31"}],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/jubilee-budget-advisory-service-ltd","markdown":"https://charitydata.co.nz/api/v1/charities/jubilee-budget-advisory-service-ltd/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/jubilee-budget-advisory-service-ltd/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC27333","website":null},"freshness":{"register_as_of":"2026-09-25","financials_updated":"2026-09-27","rating_computed":"2026-09-26","generated_at":"2026-09-28T09:03:32.321Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}