Southern Ballet Theatre Trust — Arts & Culture Charity in Christchurch

Southern Ballet Theatre Trust is a registered charity in the Arts & Culture sector, based in Christchurch , Christchurch . Annual revenue: $0.8M NZD. Financial data as at December 2024.

Mission: The objects of the Trust are:- (i) To establish, educate, manage and promote ballet and modern dance in Christchurch and elsewhere in New Zealand. (ii) To produce and present ballet & modern dance and theatrical performances. (iii) To foster and promote the choreography of ballet and modern dance. (iv) To establish and carry on in Christchurch ballet and modern jazz companies. (v) To encourage and assist persons of talent to become dancers as a career or profession.

Registration Number
CC50835
Registration Date
2014-08-05
Status
Active
Sector
Arts & Culture
Location
Christchurch , Christchurch
Website
https://www.southernballet.co.nz
Email
office@southernballet.co.nz
Data as at
December 2024

Beneficiaries: Children / young people, Family / whanau, General public

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.8M NZD
Total Assets
$0.6M NZD
Net Assets
$0.5M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
11
Volunteers
1
Financial Year End
2024-12-31

Financial History

YearRevenueExpensesNet Assets
2024$0.8M$0.8M$0.5M
2023$1.1M$0.8M$0.5M
2022$0.7M$0.8M$0.3M
2021$0.6M$0.7M$0.3M
2020$0.7M$0.7M$0.3M
2019$0.7M$0.8M$0.3M
2018$0.8M$0.8M$0.4M
2017$0.7M$0.7M$0.4M
2016$0.6M$0.7M$0.4M
2015$1.1M$0.7M$0.5M

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Jake BaileyTrustee2026-06-14
James PomeroyChair2024-09-23

Former Officers (25)

  • Bridget Williams — Trustee
  • Zia Garcia — Trustee
  • Deborah Bellis — Trustee
  • Renata Ogayar — Trustee
  • Tasman Davids — Chair (departed 2026-06-11)
  • Grant Longman — Trustee (departed 2021-12-31)
  • Harrison Holden — Trustee
  • Emily Flaszynski — Trustee (departed 2025-09-20)
  • Christine Noble — Trustee (departed 2025-09-20)
  • Marion Champ — Secretary (departed 2025-09-20)
  • Vanessa Martin — Chairperson/trustee (departed 2019-12-09)
  • Deborah Davids — Trustee (departed 2021-04-12)
  • Abbey Evison — Trustee (departed 2019-07-17)
  • Graeme Thomson — Trustee (departed 2024-09-07)
  • Lucinda Rees — Trustee (departed 2024-09-07)
  • Joanna Mackle — Trustee/secretary (departed 2016-11-06)
  • Diana Barr — Chair (departed 2019-07-22)
  • Paul Waterhouse — Trustee (departed 2018-11-25)
  • Diane Dormer — Trustee (departed 2015-02-28)
  • Clifford Cox — Past Chairperson (departed 2017-10-21)

Funding Sources

  • Kiwi Gaming Foundation Limited — $15,975
  • Kiwi Gaming Foundation Limited — $15,000
  • New Zealand Community Trust — $10,000
  • New Zealand Community Trust — $10,000
  • Pub Charity Limited — $8,500
  • Kiwi Gaming Foundation Limited — $6,279
  • Lion Foundation — $6,000
  • Lion Foundation — $6,000
  • Mainland Foundation Limited — $6,000
  • One Foundation — $5,000
  • Aotearoa Gaming Foundation — $5,000
  • Aotearoa Gaming Foundation — $5,000
  • Kiwi Gaming Foundation Limited — $4,500
  • Mainland Foundation Limited — $1,500

Similar Charities in Arts & Culture

Southern Ballet Theatre Trust  logo
Arts & Culture

Southern Ballet Theatre Trust

CC50835Christchurch , Christchurch Registered 5 Aug 2014
Data updated: 1 Nov 2026
Financials31 Dec 2024Rating1mo ago

Financial data as at December 2024. Sourced from Charities Services register.

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

XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$808.6K

Expenses

$826.6K

Assets

$565.8K

Staff

11

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

The objects of the Trust are:- (i) To establish, educate, manage and promote ballet and modern dance in Christchurch and elsewhere in New Zealand. (ii) To produce and present ballet & modern dance and theatrical performances. (iii) To foster and promote the choreography of ballet and modern dance. (iv) To establish and carry on in Christchurch ballet and modern jazz companies. (v) To encourage and assist persons of talent to become dancers as a career or profession.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral public

Key Statistics

Annual Revenue
$808.6K
Total Expenses
$826.6K
Net Assets
$531.2K
Staff
11
employees
Volunteers
1

Financial Trends

Financial Trends (11 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
99c
For every $1 spent, 99c reaches programs
Strong
Sustainability
0.5mo
Could operate 0.5 months with zero revenue
Critical
Fundraising Cost
$0.16
Costs $0.16 to raise each $1 in donations
Moderate

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

Revenue Diversification

30
Score /100
Concentrated
HHI: 6,961
High Concentration: 83% of revenue from Trading / Services
Trading / Services82.5%
Other10.2%
Donations7.1%
Investment Income0.3%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 109 peers · Arts & Culture · $100K – $1M

Rating Score
0
#23/110
Revenue
$809K
#8/110
Reserve Months
0.0
#1/110
Surplus
$-18K
#89/110
Staff Cost %
0%
#1/110

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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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Christchurch , Christchurch

Registration

Registration NumberCC50835
Registered5 Aug 2014
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Dec 1975
Registered office
ASHTON WHEELANS & HEGAN 252-254 OXFORD TCE CHRISTCHURCH, Christchurch

Sector & Activities

Primary Sector
Arts & Culture
Activities
Other - Acts an Umbrella body

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.