The Taupo Budget Advisory Service Incorporated — Social Services Charity in Taupō
The Taupo Budget Advisory Service Incorporated is a Incorporated Society charity in the Social Services sector, based in Taupō, Taupō. Annual revenue: $0.6M NZD. Financial data as at June 2025.
Mission: Provides free and confidential budget advice to individuals and families in the community, promoting the development of personal budget skills in the Taupo district.
- Registration Number
- CC23513
- Charity Type
- Incorporated Society
- Registration Date
- 2008-04-28
- Status
- Active
- Sector
- Social Services
- Location
- Taupō, Taupō
- Website
- https://budgethouse.org.nz
- info@tbas.org.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 8
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.6M | $0.5M | $0.1M |
| 2024 | $0.5M | $0.5M | $0.2M |
| 2023 | $0.5M | $0.4M | $0.2M |
| 2022 | $0.4M | $0.4M | $0.1M |
| 2021 | $0.3M | $0.3M | $0.1M |
| 2020 | $0.2M | $0.3M | $0.1M |
| 2019 | $0.2M | $0.3M | $0.1M |
| 2018 | $0.2M | $0.2M | $0.2M |
| 2017 | $0.3M | $0.2M | $0.2M |
| 2016 | $0.3M | $0.2M | $0.2M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (37)
- Heather Singer — Trustee (departed 2025-12-01)
- Hadlee Cade — Trustee
- Stuart Hickman — Trustee
- Helena Watts — Trustee (departed 2026-03-31)
- Helen Oakes — Trustee
- Tom Sainsbury — Trustee (departed 2025-12-01)
- Michelle Barnett — Treasurer
- Joady McLaughlin — Trustee (departed 2025-07-01)
- Averil Naumai — Trustee (departed 2025-01-14)
- Casey Brunsdon — Trustee (departed 2025-07-01)
- Renee Kiwi — Trustee (departed 2025-02-26)
- Christine Singer — Trustee (departed 2023-08-16)
- Ruth Hartley — Trustee (departed 2023-05-09)
- Lindsay Benefield — Trustee
- Nicholas Callaghan — Trustee (departed 2022-06-30)
- Kjesten Allardice — Trustee
- Lisa De Thierry — Secretary (departed 2026-03-31)
- Graeme Spence — Vice Chair (departed 2021-10-19)
- Natasha Nicholson — Treasurer (departed 2022-06-30)
- Gayle Leaf — Trustee (departed 2021-03-16)
Funding Sources
- Lion Foundation — $12,000
- Lion Foundation — $10,000
- Aotearoa Gaming Foundation — $10,000
- Lion Foundation — $6,333
Similar Charities in Social Services
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- Rauawaawa Kaumatua Charitable Trust — Social Services
- Whakaatu Whanaunga Trust — Social Services
- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
The Taupo Budget Advisory Service Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$561.3K
$549.6K
$176.2K
8
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Provides free and confidential budget advice to individuals and families in the community, promoting the development of personal budget skills in the Taupo district.
Who We Serve
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 169 peers · Social Services · $100K – $1M
Top Peers in Group
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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.
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