Tauranga Budget Advisory Service Incorporated — Social Services Charity in Tauranga
Tauranga Budget Advisory Service Incorporated is a deregistered Trust charity in the Social Services sector, based in Tauranga, Tauranga. This organisation also provides funding to other charities. Annual revenue: $1.0M NZD. Financial data as at June 2023.
Mission: Our trained Team of Financial Mentors builds on the strengths and skills of our clients to enable them to develop their financial capability
- Registration Number
- CC21531
- Charity Type
- Trust
- Registration Date
- 2008-03-03
- Status
- Deregistered (2024-06-30)
- Sector
- Social Services
- Location
- Tauranga, Tauranga
- gm@bfm.org.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- June 2023
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People with disabilities
Financial Summary
- Total Revenue
- $1.0M NZD
- Total Expenses
- $0.7M NZD
- Total Assets
- $1.3M NZD
- Net Assets
- $1.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 16
- Volunteers
- 3
- Financial Year End
- 2023-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2023 | $1.0M | $0.7M | $1.2M |
| 2022 | $0.9M | $0.6M | $1.0M |
| 2021 | $0.9M | $0.6M | $0.7M |
| 2020 | $0.5M | $0.5M | $0.4M |
| 2019 | $0.4M | $0.4M | $0.4M |
| 2018 | $0.4M | $0.4M | $0.4M |
| 2017 | $0.4M | $0.3M | $0.4M |
| 2016 | $0.3M | $0.2M | $0.3M |
| 2015 | $0.2M | $0.2M | $0.3M |
| 2014 | $0.2M | $0.2M | $0.2M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Mathew Brown | Committee Member | 2022-07-18 |
| Maira Wilson (Walding) | Treasurer | 2022-02-24 |
| Anthony Robertson | Committee Member | 2020-10-22 |
| Julie Foxley | Committee Member | 2020-10-22 |
| Jessica Plumpton | Committee Member | 2020-10-22 |
| Shirley McCombe | Manager | 2019-03-25 |
| Cathy Brown | Vice Chair | 2016-10-27 |
| Terese James | Chair | 2016-10-27 |
Former Officers (30)
- Jason Edgecombe — Committee Member (departed 2020-03-17)
- Reweti TeMete — Committee Member (departed 2020-03-17)
- Graham Beswick — Committee Member and Treasurer (departed 2021-10-28)
- Ryan Henderson — Secretary (departed 2021-07-15)
- Hilary Cutfield — Committee Member (departed 2019-06-01)
- Sheldon Nesdale — Committee Member (departed 2019-06-01)
- Bari Tamihana — Committee Member (departed 2020-02-20)
- Tam McDonald — Committee Member (departed 2019-10-24)
- Sherrill Morris — Secretary (departed 2017-11-02)
- Michelle Harrison — Treasurer (departed 2019-10-24)
- Bruce Cronin — Committee Member (departed 2017-11-02)
- Rachel Pinn — President (departed 2020-10-22)
- Morgan Foye — Treasurer (departed 2016-10-27)
- Tim Neil — Committee Member (departed 2017-11-02)
- Darren Owen — Treasurer (departed 2016-04-22)
- Andrea Chapman — Committee (departed 2016-10-27)
- Jennifer Cole — Secretary (departed 2016-11-15)
- Gaylene Rickard — Committee (departed 2017-11-02)
- Donald McMillan — Committee (departed 2015-10-30)
- Josie Church — Committee Member (departed 2013-02-20)
Funding Sources
- Pub Charity Limited — $8,257
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Tauranga Budget Advisory Service Incorporated
Financial data as at June 2023. Sourced from Charities Services register.
This charity has been removed from the Charities Services register and is no longer obliged to file annual returns. Because the charity is no longer active under the Charities Act, the standard rating is withheld. The figures shown above reflect the last filings made while the charity was registered.
How ratings work →$970.7K
$737.6K
$1.3M
16
Financial data from Charities Services annual return (FY2023). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Our trained Team of Financial Mentors builds on the strengths and skills of our clients to enable them to develop their financial capability
Who We Serve
Key Statistics
Financial Trends
Financial Trends (15 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
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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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