New Plymouth Budget Advisory Service Incorporated — Social Services Charity in New Plymouth
New Plymouth Budget Advisory Service Incorporated is a Trust charity in the Social Services sector, based in New Plymouth, New Plymouth. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at June 2025.
Mission: The New Plymouth Budget Advisory Service Inc will help individuals find satisfaction and security in handling their household financial affaires through the development of adequate money management skills.
- Registration Number
- CC22978
- Charity Type
- Trust
- Registration Date
- 2008-04-14
- Status
- Active
- Sector
- Social Services
- Location
- New Plymouth, New Plymouth
- np.budget@xtra.co.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.4M NZD
- Net Assets
- $0.4M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 4
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.3M | $0.4M |
| 2024 | $0.3M | $0.2M | $0.4M |
| 2023 | $0.3M | $0.2M | $0.4M |
| 2022 | $0.2M | $0.2M | $0.3M |
| 2021 | $0.4M | $0.2M | $0.3M |
| 2020 | $0.2M | $0.2M | $0.1M |
| 2019 | $0.2M | $0.2M | $0.1M |
| 2018 | $0.2M | $0.2M | $0.1M |
| 2017 | $0.1M | $0.2M | $0.1M |
| 2016 | $0.2M | $0.2M | $0.1M |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Sarah Birchler | Committee Member | 2016-10-15 |
| Liz Winter | Committee | 2014-10-01 |
| Barry Sefton | Committee | 2013-10-01 |
| John Rust | Committee | 2008-04-15 |
| Jennifer Rae | Committee | 2008-04-15 |
Former Officers (15)
- Patricia Wilkinson — Service Manager (departed 2019-06-30)
- Tony Waghorn — Committee Membe (departed 2019-06-30)
- Noel Bridgeman — Treasurer (departed 2019-06-30)
- Jason Keene — Committee (departed 2015-10-12)
- Jocelyn Merwood — Service Manager (departed 2018-07-01)
- Harold Rilkoff — Committee Member (departed 2013-10-01)
- Jayne Richardson — Treasurer (departed 2014-12-31)
- Bob Garnham — Committee Member (departed 2013-10-01)
- Judy Holdom — Committee Member (departed 2012-10-01)
- Jean Hikaka — Committee Member (departed 2016-01-15)
- Gaye Haddock — Committee Member (departed 2010-06-30)
- Susan Rollo — N/a (departed 2011-09-22)
- Bridget Eldershaw — N/a (departed 2012-09-27)
- Janis Little — N/a (departed 2008-09-11)
- Stacia Smith — Service Manager (departed 2013-03-26)
Funding Sources
- Aotearoa Gaming Foundation — $23,700
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New Plymouth Budget Advisory Service Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than 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 $2M Tier 2 boundary where audited accounts become mandatory. 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 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →Reasons to look carefully (2)
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.
- Government-funding concentration94% of latest-year revenue came from government grants — single-stream dependency
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.
$246.7K
$265.8K
$384.5K
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
The New Plymouth Budget Advisory Service Inc will help individuals find satisfaction and security in handling their household financial affaires through the development of adequate money management skills.
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 140 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.
Rating History
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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: 29 September 2026.
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