Budget Advisory Services Gateway Opotiki Charitable Trust Inc — Social Services Charity in Opotiki
Budget Advisory Services Gateway Opotiki Charitable Trust Inc is a Charitable Trust charity in the Social Services sector, based in Opotiki, Opotiki. Annual revenue: $0.0M NZD. Financial data as at March 2026.
Mission: We aim to create a community where no one has to wake up and worry about money. It is a privilege to serve our people and empower them to step into a healthy financial journey that will affect every area of their lives; personal, whanau and community. We acknowledge the intrinsic worth and value of each person we meet
- Registration Number
- CC57345
- Charity Type
- Charitable Trust
- Registration Date
- 2019-11-25
- Status
- Active
- Sector
- Social Services
- Location
- Opotiki, Opotiki
- basgateway@gmail.com
- Data as at
- March 2026
Beneficiaries: General public, People of a certain ethnic / racial origin
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 2
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | - |
| 2025 | $0.1M | $0.0M | - |
| 2024 | $0.0M | $0.1M | $0.0M |
| 2023 | $0.1M | $0.0M | $0.1M |
| 2022 | $0.0M | $0.0M | $0.0M |
| 2021 | $0.0M | $0.0M | $0.0M |
| 2020 | $0.0M | $0.0M | - |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Rhonda Ruff | Trustee | 2026-10-16 |
| Mary Tetley | Trustee | 2025-08-29 |
| Judelle Duthie | Signatory | 2022-06-07 |
| Ann Dennis | Treasurer | 2022-06-07 |
| Tricia McDonald | Trustee | 2019-11-25 |
Former Officers (7)
- Kathryn Cook — Trustee (departed 2026-10-16)
- Maddie Jones — Trustee (departed 2025-08-29)
- Robbie Venter — Trustee (departed 2026-01-31)
- Jo Grace — Trustee (departed 2022-06-06)
- Lana Morgan — Trustee (departed 2022-06-06)
- Martha Newbigging — Trustee (departed 2022-06-06)
- Cherry Scatcahrd — Trustee (departed 2022-08-15)
Funding Sources
- Lion Foundation — $5,880
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- Rauawaawa Kaumatua Charitable Trust — Social Services
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- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
Budget Advisory Services Gateway Opotiki Charitable Trust Inc
Financial data as at March 2026. 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 →Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$43.0K
$44.9K
2
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
We aim to create a community where no one has to wake up and worry about money. It is a privilege to serve our people and empower them to step into a healthy financial journey that will affect every area of their lives; personal, whanau and community. We acknowledge the intrinsic worth and value of each person we meet
Who We Serve
Key Statistics
Financial Trends
Financial Trends (7 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 277 peers · Social Services · Under $100K
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.
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