Rotorua Budget Advisory Service Incorporated is a Trust charity in the Education sector, based in Rotorua, Rotorua. Annual revenue: $0.3M NZD. Financial data as at June 2025.
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.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.3M | $0.3M |
| 2024 | $0.3M | $0.3M | $0.2M |
| 2023 | $0.3M | $0.2M | $0.2M |
| 2022 | $0.3M | $0.2M | $0.2M |
| 2021 | $0.3M | $0.2M | $0.1M |
| 2020 | $0.1M | $0.2M | $0.1M |
| 2019 | $0.2M | $0.2M | $0.1M |
| 2018 | $0.2M | $0.2M | $0.2M |
| 2017 | $0.2M | $0.2M | $0.2M |
| 2016 | $0.3M | $0.2M | $0.2M |
| Name | Role | Appointed |
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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 →$333.0K
$317.8K
$311.0K
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
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.
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 119 peers · Education · $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: 22 April 2026.
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