# Rotorua Budget Advisory Service Incorporated

**Charities Register number:** CC28463
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Rotorua
**NZBN:** 9429042735274
**IRD donee status:** yes — donations may qualify for a tax credit

## 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.

## 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$333k
- **Total expenses:** NZ$318k
- **Surplus / deficit:** NZ$15k
- **Total assets:** NZ$311k
- **Total liabilities:** NZ$54k
- **Net assets:** NZ$257k
- **Cash reserves:** NZ$110k
- **Donations:** NZ$400
- **Staff costs:** NZ$272k
- **Paid staff:** 5
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f591d2b4-4a56-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$333k | NZ$318k | NZ$15k | NZ$257k |
| 2024-06-30 | NZ$308k | NZ$305k | NZ$3k | NZ$238k |
| 2023-06-30 | NZ$322k | NZ$244k | not disclosed | NZ$238k |
| 2022-06-30 | NZ$261k | NZ$227k | not disclosed | NZ$161k |
| 2021-06-30 | NZ$268k | NZ$205k | not disclosed | NZ$127k |
| 2020-06-30 | NZ$145k | NZ$199k | not disclosed | NZ$64k |
| 2019-06-30 | NZ$156k | NZ$194k | not disclosed | NZ$118k |
| 2018-06-30 | NZ$171k | NZ$193k | not disclosed | NZ$156k |
| 2017-06-30 | NZ$211k | NZ$217k | not disclosed | NZ$179k |
| 2016-06-30 | NZ$258k | NZ$247k | not disclosed | NZ$184k |

## Governance

- **Officers on the register:** 6 current (38 including former)
- **Chair recorded:** yes
- **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=CC28463) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-02

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/rotorua-budget-advisory-service-incorporated
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/rotorua-budget-advisory-service-incorporated/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/rotorua-budget-advisory-service-incorporated/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC28463

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/rotorua-budget-advisory-service-incorporated. 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 2026-10-02T13:42:32.650Z.