Southern Ballet Theatre Trust — Education Charity in Christchurch

Southern Ballet Theatre Trust is a Trust charity in the Education 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
Charity Type
Trust
Registration Date
2014-08-05
Status
Active
Sector
Education
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 — $48,504
  • Pub Charity Limited — $38,500
  • One Foundation — $35,000
  • Lion Foundation — $12,000
  • New Zealand Community Trust — $10,000
  • New Zealand Community Trust — $10,000
  • Mainland Foundation Limited — $9,500
  • Aotearoa Gaming Foundation — $7,500
  • Kiwi Gaming Foundation Limited — $5,150
  • Aotearoa Gaming Foundation — $5,000
  • Aotearoa Gaming Foundation — $5,000
  • Mainland Foundation Limited — $3,500
  • The Lion Foundation — $3,000
  • Four Winds Foundation Limited — $1,000

Similar Charities in Education

Southern Ballet Theatre Trust  logo
EducationTrust

Southern Ballet Theatre Trust

CC50835Christchurch , Christchurch Registered 5 Aug 2014
Data updated: 2 days ago
Financials31 Dec 2024Ratingyesterday

Financial data as at December 2024. 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

$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 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$809K
#8/133
Reserve Months
0.0
#1/133
Surplus
$-18K
#111/133
Staff Cost %
0%
#1/133

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
Christchurch , Christchurch

Registration

Registration NumberCC50835
Entity TypeTrust
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
Education
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. Last updated: 27 September 2026.