Tokoroa Budget Advisory Service Incorporated — Social Services Charity in Tokoroa
Tokoroa Budget Advisory Service Incorporated is a Incorporated Society charity in the Social Services sector, based in Tokoroa, Tokoroa. Annual revenue: $0.2M NZD. Financial data as at June 2025.
Mission: To educate and empower the community of Tokoroa and the South Waikato District by providing budgeting assistance and financial capability services to reduce hardship and increase financial independence and well-being.
- Registration Number
- CC27813
- Charity Type
- Incorporated Society
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Social Services
- Location
- Tokoroa, Tokoroa
- tai@tbas.co.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.0M NZD
- Net Assets
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.2M | $0.0M |
| 2024 | $0.2M | $0.3M | $0.1M |
| 2023 | $0.2M | $0.2M | $0.1M |
| 2022 | $0.3M | $0.2M | $0.1M |
| 2021 | $0.3M | $0.2M | $0.0M |
| 2020 | $0.2M | $0.2M | $-0.0M |
| 2019 | $0.2M | $0.2M | $-0.0M |
| 2018 | $0.2M | $0.2M | $0.0M |
| 2017 | $0.2M | $0.2M | $0.0M |
| 2016 | $0.2M | $0.2M | $0.0M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Matakapua Glassie | Management Committee | 2023-11-15 |
| Keegan Bright | Management Committee | 2020-11-10 |
| Gwenda Brodie | Chair | 2019-03-12 |
| Alison Banfield | Management Committee | 2018-09-11 |
| Lisa Bright | Financial Officer | 2014-12-01 |
| Margaret Emerson | Vice Chairperson | 2012-04-10 |
| Connie Stothers | Secretary | 2011-03-08 |
| Tai Taiki | Service Coordinator | 2006-01-09 |
Former Officers (12)
- Stevie Ave — Management Committee (departed 2025-10-08)
- Marama Marshall — Management Committee (departed 2021-08-16)
- Celva Togia — Management Committee Member (departed 2018-07-17)
- Naveed Bangash — Financial Officer (departed 2018-07-17)
- Brian Hagger — Chair (departed 2019-12-10)
- Elizabeth Motu — Secretary (departed 2015-12-08)
- Elizabeth Daniels — Management Committee Member (departed 2023-06-08)
- Carolyn Sale — Management Committee Member (departed 2019-12-10)
- Michele Martin — Management Committee Member (departed 2018-09-11)
- Gail Clarke — Committee Member (departed 2012-03-06)
- Colin Bridle — Vice Chairperson (departed 2014-10-14)
- Vicki Macann — Treasurer (departed 2014-10-14)
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- Barnardos New Zealand Incorporated — Social Services
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Tokoroa 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 →$163.7K
$231.3K
$48.7K
2
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To educate and empower the community of Tokoroa and the South Waikato District by providing budgeting assistance and financial capability services to reduce hardship and increase financial independence and well-being.
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 150 peers · Social Services · $100K – $1M
Top Peers in Group
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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: 3 October 2026.
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