Rotorua Budget Advisory Service Incorporated — Education Charity in Rotorua
Rotorua Budget Advisory Service Incorporated is a Incorporated Society 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.
- Registration Number
- CC28463
- Charity Type
- Incorporated Society
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Rotorua, Rotorua
- rbas@rotoruabudgetadvice.co.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| 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 |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Christopher Insley | Chair | 2021-03-31 |
Former Officers (35)
- Richard Bird — Secretary (departed 2023-10-30)
- Kiti Ransfield-King — Governance Committee Member
- Marcia Insley — Governance Committee Member
- Leigh Richards — Secretary (departed 2022-10-17)
- Chris Insley — Chair
- Marie Townes — Governance Committee Member
- Geoffrey Cleveland — Secretary
- Athol Brooks — Governance Committee Member (departed 2025-06-17)
- Mark Gould — Committee Member (departed 2021-03-31)
- Judith Keaney — Patron (departed 2021-03-31)
- Barry Lane — Committee-Member/ex-Officio-Officer (departed 2021-02-15)
- Conan O'Brien — Committee Member (departed 2021-03-31)
- Peter Jones — Chair (departed 2021-03-31)
- Pakanui Tuhura — Treasurer
- Fergus Cumming — Committee Member (departed 2021-03-31)
- Donnarae Raukawa-Doughty — Committee Member (departed 2018-03-19)
- Tania Tuwhangai — Committee Member (departed 2014-05-19)
- Carole Gulde — Committee Member (departed 2015-09-29)
- Louw Van Wyk — Committee Member (departed 2020-12-01)
- Lorraine Moore — Treasurer (departed 2021-03-31)
Similar Charities in Education
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- Christchurch Rudolf Steiner School Trust — Education
- Ashburton Kindergarten Association Incorporated — Education
- Sathya Sai Preschool Rongomai — Education
- Pukekohe Christian School Trust — Education
Rotorua 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 →$333.0K
$317.8K
$311.0K
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
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.
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 130 peers · Education · $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.
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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: 1 October 2026.
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