Budget Advisory Service (Whakatane) Inc — Social Services Charity in Whakatane
Budget Advisory Service (Whakatane) Inc is a Trust charity in the Social Services sector, based in Whakatane, Whakatane. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at June 2025.
Mission: Mission Statement: To enable people to be financially capable.
- Registration Number
- CC21835
- Charity Type
- Trust
- Registration Date
- 2008-03-13
- Status
- Active
- Sector
- Social Services
- Location
- Whakatane, Whakatane
- info@budgetwhk.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 4
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.2M | $0.3M |
| 2024 | $0.3M | $0.2M | - |
| 2023 | $0.3M | $0.2M | $0.2M |
| 2022 | $0.3M | $0.2M | $0.2M |
| 2021 | $0.2M | $0.2M | $0.1M |
| 2020 | $0.2M | $0.2M | $0.1M |
| 2019 | $0.2M | $0.2M | $0.1M |
| 2018 | $0.1M | $0.2M | $0.1M |
| 2017 | $0.2M | $0.2M | $0.2M |
| 2016 | $0.2M | $0.2M | $0.2M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Peter Bull | Treasurer | 2024-10-17 |
| Vittorio Luca | Secretary | 2024-10-17 |
| TERRI WILKINS | Chair | 2023-10-19 |
| Derek Te Aotonga | Deputy Chairperson | 2022-10-20 |
Former Officers (39)
- Malcolm Whitaker — Deputy Chairperson (departed 2022-10-20)
- Bonnie Cherrington — Deputy Chairperson (departed 2024-10-18)
- Dr Vittorio Luca — Treasurer and Secretary (departed 2023-10-19)
- Brent Day — Chair (departed 2021-07-29)
- Betty Hudson — Treasurer (departed 2020-10-22)
- Toni Boynton — Maori Representative/committee Member (departed 2020-10-22)
- Kathleen Ross — Secretary (departed 2020-02-18)
- Ulric Sparks — Chair (departed 2020-10-22)
- Peiter fe Feijter — Committee Member (departed 2019-10-29)
- Brian Newton — Chair (departed 2020-02-18)
- Mary Hermanson — Treasurer / Secretary (departed 2019-10-29)
- June Goodhew — Chair (departed 2019-10-29)
- Ann Dennis — Committee Member (departed 2019-10-29)
- Robin Bagnall — Executive Committee Member (departed 2019-08-09)
- Isabel Edwards — Service Manager (departed 2019-10-23)
- Noeline Sami — Executive Committee Member (departed 2019-08-09)
- Vicki Seamark — Executive Committee Member (departed 2017-02-07)
- Zoe Bradwell — Executive Committee Member (departed 2018-12-14)
- Graham Philps — Chair (departed 2019-02-11)
- Lynette Richardson — Executive Committee Member (departed 2015-09-28)
Similar Charities in Social Services
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- Viet Nam Veterans And Their Families Trust — Social Services
- Otago Youth Wellness Trust — Social Services
Budget Advisory Service (Whakatane) Inc
Financial data as at June 2025. Sourced from Charities Services register.
Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.
How ratings work →$208.8K
$220.9K
$347.9K
4
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Mission Statement: To enable people to be financially capable.
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 165 peers · Social Services · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 12 September 2026.
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