Whanganui Budget Advisory Service Incorporated — Education Charity in Whanganui
Whanganui Budget Advisory Service Incorporated is a Trust charity in the Education sector, based in Whanganui, Whanganui. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at June 2025.
Mission: Mission Statement - The Whanganui Budget Advisory Service Incorporated is dedicated to the development and education of budgeting skills through community programmes and free advice from a supportive, confidential and culturally aware service via financial members, governance board and other members. Objectives - ٭ Help manage their financial resources more effectively for the benefit of the family unit as whole and for family members individually. ٭ Provide long term management for finances where appropriate. ٭ Promote communication and liason between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of family budgeting advice. ٭ Recruit, select and train volunteers for budget advisory work. ٭ Engage promotional and educational activities regarding household/family budgeting, to foster public awareness of family budgeting as a means of managing a family's financial resources.
- Registration Number
- CC23846
- Charity Type
- Trust
- Registration Date
- 2008-05-04
- Status
- Active
- Sector
- Education
- Location
- Whanganui, Whanganui
- wbas@wbas.org.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 of a certain ethnic / racial origin, People with disabilities
Financial Summary
- Total Revenue
- $0.2M 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
- 6
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.3M | $0.3M |
| 2024 | $0.2M | $0.2M | $0.3M |
| 2023 | $0.2M | $0.2M | $0.4M |
| 2022 | $0.4M | $0.2M | $0.3M |
| 2021 | $0.1M | $0.1M | $0.1M |
| 2020 | $0.1M | $0.1M | $0.2M |
| 2019 | $0.1M | $0.1M | $0.2M |
| 2018 | $0.1M | $0.1M | $0.2M |
| 2017 | $0.1M | $0.1M | $0.2M |
| 2016 | $0.1M | $0.1M | $0.2M |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| John Gillespie | Governance Board Treasurer | 2025-11-10 |
| Barbara Walden | Governance Board Member | 2025-10-30 |
| Brian Milham | Governance Board Member | 2024-10-31 |
| Kathleen Steele | Governance Board Member | 2024-10-31 |
| Shirna Matthews | Governance Board Member | 2023-10-26 |
| Dick Thompson | Governance Board Chairman | 2021-10-28 |
| Warwick Bullen | Governance Board Member | 2019-08-29 |
Former Officers (39)
- Dominique Bolt — Governance Board Member (departed 2025-04-14)
- Kerry Delaney — Governance Board Member (departed 2024-10-31)
- Annelies Ter Brake — Governance Board Member (departed 2024-10-31)
- Rosemary Higgie — Governance Board Member (departed 2023-10-26)
- Renee Peters — Governance Board Member (departed 2024-10-31)
- Nicola Vernon — Governance Board Member (departed 2021-10-11)
- Kate Barnes — Governance Board Member (departed 2024-10-31)
- Elena King — Governance Board Member (departed 2021-02-08)
- Betty Eriksen — Governance Board Member (departed 2020-10-29)
- John Rennie — Chair (departed 2024-10-31)
- Gregory Morris — Treasurer (departed 2025-11-10)
- Patrice Bogert — Treasurer (departed 2018-06-11)
- Jim White — Governance Board Member (departed 2017-04-10)
- Bryce Orsborn — Governance Board Member (departed 2015-11-09)
- Robert Gaskin — Governance Board Member (departed 2015-10-12)
- Allan Anderson — Governance Board Member (departed 2016-08-25)
- Terry Dowdeswell — Governance Board Member (departed 2015-10-12)
- Myles Guy — Chair (departed 2020-10-29)
- Wendy Gordon — Governance Board Member (departed 2020-08-10)
- Max Benseman — Governance Board Member (departed 2020-09-14)
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Whanganui 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 →$199.2K
$255.7K
$302.0K
6
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
Mission Statement - The Whanganui Budget Advisory Service Incorporated is dedicated to the development and education of budgeting skills through community programmes and free advice from a supportive, confidential and culturally aware service via financial members, governance board and other members. Objectives - ٭ Help manage their financial resources more effectively for the benefit of the family unit as whole and for family members individually. ٭ Provide long term management for finances where appropriate. ٭ Promote communication and liason between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of family budgeting advice. ٭ Recruit, select and train volunteers for budget advisory work. ٭ Engage promotional and educational activities regarding household/family budgeting, to foster public awareness of family budgeting as a means of managing a family's financial resources.
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 132 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.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
Sector & Activities
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.
Similar Charities in Education
Other Education charities ranked by overall score