Families Achieving Balance Charitable Trust — Social Services Charity in Tauranga
Families Achieving Balance Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Tauranga, Tauranga. Annual revenue: $0.3M NZD. 1 red flag detected. Financial data as at March 2024.
Mission: Families Achieving Balance will provide safe professional social support services across Tauranga Moana and the Western Bay of Plenty that enhances wellbeing, resilience and positive growth. We will support and empower all whanau and families to thrive.
- Registration Number
- CC43381
- Charity Type
- Charitable Trust
- Registration Date
- 2010-01-14
- Status
- Active
- Sector
- Social Services
- Location
- Tauranga, Tauranga
- maxine@fabct.co.nz
- Data as at
- March 2024
Beneficiaries: Children / young people, Family / whanau, Other charities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2024-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.3M | $0.4M | $0.0M |
| 2023 | $0.4M | $0.4M | $0.1M |
| 2022 | $0.3M | $0.3M | $0.1M |
| 2021 | $0.3M | $0.2M | $0.1M |
| 2020 | $0.1M | $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 |
| 2015 | $0.2M | $0.2M | $0.0M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Susan Boyne | Trustee | 2024-03-07 |
| Elizabeth Davies | Trustee | 2022-09-22 |
| Julia Silvester | Trustee | 2019-05-16 |
| Jonathon Merrick | Trustee | 2011-06-29 |
Former Officers (14)
- Jocelyn Ashby — Officer (departed 2017-12-12)
- Beverley Edwards — Trustee (departed 2017-12-12)
- Kaye McKenzie-Muirson — Trustee (departed 2022-01-31)
- Michaela Greaney — Trustee (departed 2013-07-18)
- Christine Jump — Trustee (departed 2010-09-20)
- Elizabeth West — Trustee (departed 2010-07-05)
- Lorraine Silvester — Trustee (departed 2012-05-28)
- Diane Bain — Trustee (departed 2010-09-20)
- Julie Webb — Trustee (departed 2010-08-01)
- Malcolm Wise — Trustee (departed 2010-07-05)
- Raewyn Merrick — Trustee (departed 2016-08-01)
- Gail Eden — Trustee (departed 2016-07-14)
- Lorraine Schou — Trustee (departed 2010-04-26)
- Donald Welsh — Trustee (departed 2010-02-18)
Funding Sources
- Lion Foundation — $25,000
- Lion Foundation — $25,000
- Lion Foundation — $5,000
Similar Charities in Social Services
- Kotuku Trust — Social Services
- Rauawaawa Kaumatua Charitable Trust — Social Services
- Whakaatu Whanaunga Trust — Social Services
- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
Families Achieving Balance Charitable Trust
Financial data as at March 2024. Sourced from Charities Services register.
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 →Reasons to look carefully (2)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
- Current annual return overdueThe newest annual return we hold is 30 months old — a more recent return may already be on the Charities Services register
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$314.7K
$371.6K
$88.5K
5
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
About
Families Achieving Balance will provide safe professional social support services across Tauranga Moana and the Western Bay of Plenty that enhances wellbeing, resilience and positive growth. We will support and empower all whanau and families to thrive.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (14 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 169 peers · Social Services · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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.
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