Citizens Advice Bureau Rotorua Incorporated — Social Services Charity in Rotorua

Citizens Advice Bureau Rotorua Incorporated is a Trust charity in the Social Services sector, based in Rotorua, Rotorua. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at June 2026.

Mission: To provide a free, impartial and confidential service of information, guidance and support. To exert a responsible influence on the development of social polices and services, both locally and nationally.

Registration Number
CC20860
Charity Type
Trust
Registration Date
2008-01-31
Status
Active
Sector
Social Services
Location
Rotorua, Rotorua
Email
rotorua@cab.org.nz
Funder Status
Grant-making charity (society)
Data as at
June 2026

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Religious groups

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.2M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
1
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M$0.1M
2025$0.1M$0.1M$0.0M
2024$0.1M$0.1M$0.1M
2023$0.1M$0.1M$0.1M
2022$0.1M$0.1M$0.1M
2021$0.1M$0.1M$0.1M
2020$0.1M$0.1M$0.1M
2019$0.1M$0.1M$0.1M
2018$0.1M$0.1M$0.1M
2017$0.1M$0.1M$0.1M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (55)

  • Jocelyn Wilding — Trustee
  • Wendy Peterson — Trustee
  • Julie Calnan — Chair
  • Pamela McGrath — Trustee
  • Jennifer Stewart — Trustee
  • Shelly Elvin — Trustee
  • Lyn Hughes — Treasurer
  • Shirley Trumper — Trustee (departed 2025-08-27)
  • Marilyn Cooney — Trustee
  • Jillian Marshall — Trustee
  • Rose Smith — Trustee (departed 2022-02-14)
  • Nicola Smallwood — Trustee (departed 2021-12-15)
  • Robin Uncles — Chair (departed 2025-08-27)
  • Suzanne Brodeur — Trustee (departed 2022-09-06)
  • Joy Wood — Trustee (departed 2024-08-28)
  • Irene Stoddart — Trustee (departed 2022-03-10)
  • Terry Druce — Trustee (departed 2023-08-23)
  • Carole Morgan — Trustee (departed 2025-08-27)
  • Brian Connell — Trustee (departed 2018-08-22)
  • Cheryl Hayman — Trustee (departed 2018-11-30)

Funding Sources

  • One Foundation — $3,750

Similar Charities in Social Services

FunderSocial ServicesTrustSociety

Citizens Advice Bureau Rotorua Incorporated

CC20860Rotorua, RotoruaRegistered 31 Jan 2008
Data updated: Yesterday
Financials3mo agoRating3d ago

Financial data as at June 2026. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

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 →
Revenue

$116.7K

Expenses

$102.1K

Assets

$175.2K

Staff

1

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Social ServicesArts & Culture
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To provide a free, impartial and confidential service of information, guidance and support. To exert a responsible influence on the development of social polices and services, both locally and nationally.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople of a certain ethnic / racial originPeople with disabilitiesReligious groups

Key Statistics

Annual Revenue
$116.7K
Total Expenses
$102.1K
Net Assets
$111.7K
Staff
1
employees

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
9.2mo
Could operate 9.2 months with zero revenue
Healthy
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

19
Score /100
Highly Concentrated
HHI: 8,061
High Concentration: 89% of revenue from Other
Other89.4%
Donations7.8%
Investment Income2.8%

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

Rating Score
0
#33/141
Revenue
$117K
#126/141
Reserve Months
0.0
#1/141
Surplus
$15K
#73/141
Staff Cost %
63%
#141/141

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Rotorua, Rotorua

Registration

Registration NumberCC20860
Entity TypeTrust
Registered31 Jan 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated13 Feb 1979
Registered office
1143 Eruera Street, Rotorua, 3010

Sector & Activities

Primary Sector
Social Services
Activities
Provides advice / information / advocacy

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.