{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Rotorua Budget Advisory Service Incorporated","slug":"rotorua-budget-advisory-service-incorporated","charities_register_number":"CC28463","nzbn":"9429042735274","status":"registered","registration_date":"2008-06-30","deregistration_date":null,"entity_type":"operating_charity","sector":"Education","icnpo_group":"Education and Research","region":"Rotorua","city":"Rotorua","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"Like the fern bird, we want the people of Rotorua to be hands on in using the resources they have for their own best purposes. The fern bird uses as many bushes as it needs to make its shelter. We see ourselves as one of many collaborating organizations and groups to ensure the people of Rotorua have the help they need to ensure they have a good life. To do this we will provide high quality personal financial education and advice. Our services will encourage our community to participate in positive ways to build their own financial capability; have enough money to cover their needs; achieve aspirations; have confidence and skills with money to ensure a positive future for themselves and their family.","mission":"Like the fern bird, we want the people of Rotorua to be hands on in using the resources they have for their own best purposes. The fern bird uses as many bushes as it needs to make its shelter. We see ourselves as one of many collaborating organizations and groups to ensure the people of Rotorua have the help they need to ensure they have a good life. To do this we will provide high quality personal financial education and advice. Our services will encourage our community to participate in positive ways to build their own financial capability; have enough money to cover their needs; achieve aspirations; have confidence and skills with money to ensure a positive future for themselves and their family."},"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":"2025-06-30","total_revenue_nzd":332987,"total_expenses_nzd":317829,"surplus_deficit_nzd":15158,"total_assets_nzd":311003,"total_liabilities_nzd":54229,"net_assets_nzd":256774,"cash_reserves_nzd":109684,"government_grants_nzd":null,"donations_nzd":400,"staff_costs_nzd":271844,"paid_staff":5,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f591d2b4-4a56-f011-bb44-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-06-30","total_revenue_nzd":332987,"total_expenses_nzd":317829,"surplus_deficit_nzd":15158,"net_assets_nzd":256774,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f591d2b4-4a56-f011-bb44-0022480ffcd1&isPublic=true"},{"year_ended":"2024-06-30","total_revenue_nzd":308448,"total_expenses_nzd":305233,"surplus_deficit_nzd":3215,"net_assets_nzd":238402,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=da5f7307-7937-ef11-bb33-000d3acc4199&isPublic=true"},{"year_ended":"2023-06-30","total_revenue_nzd":321964,"total_expenses_nzd":244396,"surplus_deficit_nzd":null,"net_assets_nzd":238401,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3814a258-dd17-ee11-bb22-0022480ffcd1&isPublic=true"},{"year_ended":"2022-06-30","total_revenue_nzd":260875,"total_expenses_nzd":226978,"surplus_deficit_nzd":null,"net_assets_nzd":160833,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c71d58e7-0cf9-ec11-bb15-0022480ffcd1&isPublic=true"},{"year_ended":"2021-06-30","total_revenue_nzd":267749,"total_expenses_nzd":204881,"surplus_deficit_nzd":null,"net_assets_nzd":126936,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fe739327-3bda-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-06-30","total_revenue_nzd":145023,"total_expenses_nzd":199161,"surplus_deficit_nzd":null,"net_assets_nzd":64068,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d376ff14-69bb-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-06-30","total_revenue_nzd":156187,"total_expenses_nzd":194299,"surplus_deficit_nzd":null,"net_assets_nzd":118206,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=86ab83bc-ce9b-e911-9f99-00155d6b7730&isPublic=true"},{"year_ended":"2018-06-30","total_revenue_nzd":170966,"total_expenses_nzd":193426,"surplus_deficit_nzd":null,"net_assets_nzd":156318,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=436f9acc-fc7c-e811-bb4e-00155d6b7730&isPublic=true"},{"year_ended":"2017-06-30","total_revenue_nzd":211493,"total_expenses_nzd":217038,"surplus_deficit_nzd":null,"net_assets_nzd":178778,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6d2abc40-1ba3-e711-aae0-00155d6b7730&isPublic=true"},{"year_ended":"2016-06-30","total_revenue_nzd":258260,"total_expenses_nzd":247141,"surplus_deficit_nzd":null,"net_assets_nzd":184323,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1c19ea16-4b80-e611-91ca-00155d0cccdc&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":6,"total_officers_recorded":38,"chair_recorded":true,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"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":[],"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/rotorua-budget-advisory-service-incorporated","markdown":"https://charitydata.co.nz/api/v1/charities/rotorua-budget-advisory-service-incorporated/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/rotorua-budget-advisory-service-incorporated/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC28463","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-04T16:52:42.728Z","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."}}