{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Whanganui Budget Advisory Service Incorporated","slug":"whanganui-budget-advisory-service-incorporated","charities_register_number":"CC23846","nzbn":"9429042838623","status":"registered","registration_date":"2008-05-04","deregistration_date":null,"entity_type":"operating_charity","sector":"Social Services","icnpo_group":"Social Services","region":"Whanganui","city":"Whanganui","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"Mission Statement - The Whanganui Budget Advisory Service Incorporated is dedicated to the development and education of budgeting skills through community programmes and free advice from a supportive, confidential and culturally aware service via financial members, governance board and other members.\r\nObjectives -\r\n٭ Help manage their financial resources more effectively for the benefit of the family unit as whole and for family members individually.\r\n٭ Provide long term management for finances where appropriate.\r\n٭ Promote communication and liason between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of family budgeting advice.\r\n٭ Recruit, select and train volunteers for budget advisory work.\r\n٭ Engage promotional and educational activities regarding household/family budgeting, to foster public awareness of family budgeting as a means of managing a family's financial resources.","mission":"Mission Statement - The Whanganui Budget Advisory Service Incorporated is dedicated to the development and education of budgeting skills through community programmes and free advice from a supportive, confidential and culturally aware service via financial members, governance board and other members.\r\nObjectives -\r\n٭ Help manage their financial resources more effectively for the benefit of the family unit as whole and for family members individually.\r\n٭ Provide long term management for finances where appropriate.\r\n٭ Promote communication and liason between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of family budgeting advice.\r\n٭ Recruit, select and train volunteers for budget advisory work.\r\n٭ Engage promotional and educational activities regarding household/family budgeting, to foster public awareness of family budgeting as a means of managing a family's financial resources."},"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":199247,"total_expenses_nzd":255658,"surplus_deficit_nzd":-56411,"total_assets_nzd":301966,"total_liabilities_nzd":25422,"net_assets_nzd":276544,"cash_reserves_nzd":76003,"government_grants_nzd":null,"donations_nzd":985,"staff_costs_nzd":213209,"paid_staff":6,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=831ade06-4d56-f011-bb44-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-06-30","total_revenue_nzd":199247,"total_expenses_nzd":255658,"surplus_deficit_nzd":-56411,"net_assets_nzd":276544,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=831ade06-4d56-f011-bb44-0022480ffcd1&isPublic=true"},{"year_ended":"2024-06-30","total_revenue_nzd":228337,"total_expenses_nzd":249609,"surplus_deficit_nzd":-21272,"net_assets_nzd":332955,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=96967f2c-5db7-ef11-bb3b-000d3acc4199&isPublic=true"},{"year_ended":"2023-06-30","total_revenue_nzd":221535,"total_expenses_nzd":193879,"surplus_deficit_nzd":null,"net_assets_nzd":354227,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=afccfbff-dd17-ee11-bb22-0022480ffcd1&isPublic=true"},{"year_ended":"2022-06-30","total_revenue_nzd":358874,"total_expenses_nzd":181072,"surplus_deficit_nzd":null,"net_assets_nzd":326571,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1ef30f31-0ef9-ec11-bb15-0022480ffcd1&isPublic=true"},{"year_ended":"2021-06-30","total_revenue_nzd":133256,"total_expenses_nzd":140092,"surplus_deficit_nzd":null,"net_assets_nzd":148769,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8787a535-3cda-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-06-30","total_revenue_nzd":101366,"total_expenses_nzd":110188,"surplus_deficit_nzd":null,"net_assets_nzd":155605,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8b9ba1e0-69bb-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-06-30","total_revenue_nzd":98568,"total_expenses_nzd":101016,"surplus_deficit_nzd":null,"net_assets_nzd":164422,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4dbe75dd-cf9b-e911-9f99-00155d6b7730&isPublic=true"},{"year_ended":"2018-06-30","total_revenue_nzd":99763,"total_expenses_nzd":103024,"surplus_deficit_nzd":null,"net_assets_nzd":166871,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1920239c-fd7c-e811-bb4e-00155d6b7730&isPublic=true"},{"year_ended":"2017-06-30","total_revenue_nzd":102783,"total_expenses_nzd":99561,"surplus_deficit_nzd":null,"net_assets_nzd":170132,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=365a1fd3-82df-e711-a67f-00155d6b7730&isPublic=true"},{"year_ended":"2016-06-30","total_revenue_nzd":110028,"total_expenses_nzd":101449,"surplus_deficit_nzd":null,"net_assets_nzd":166910,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=55b12a42-fbb0-e611-935d-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":7,"total_officers_recorded":51,"chair_recorded":true,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":"unknown","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/whanganui-budget-advisory-service-incorporated","markdown":"https://charitydata.co.nz/api/v1/charities/whanganui-budget-advisory-service-incorporated/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/whanganui-budget-advisory-service-incorporated/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC23846","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-01T14:46:02.134Z","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."}}