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.
| 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 |
Financial data as at June 2025. Sourced from Charities Services register.
Charities Services Tier 3/4 reporting allows smaller charities to file a summary annual-return form rather than separately audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $1M threshold at which audited accounts are expected. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above.
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.
This organisation makes grants or donations to other charities and organisations.
Mission Statement: To enable people to be financially capable.
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 131 peers · Social Services · $100K – $1M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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: 23 April 2026.
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