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Tier 4 example performance reports
On this page, you'll find Tier 4 example performance reports to help you prepare your own. Some of the examples were completed in 2016, soon after the new reporting standards were implemented. Therefore, some may not include comparative information to their previous financial year. To comply with the financial reporting standards, your performance report must include comparative information to your previous financial year, also called the ‘Last Year’ column in the template.
We have created an example performance report for a fictional charity. You can view it here, or download it by clicking here.(external link)
The Miramar and Maupuia Community Trust operate a community facility. The majority of their money comes from providing goods and services. We especially liked how they expressed their purpose and showed understanding of why they carry out the specific activities that they do. They have reported under Tier 4 and have kept their Statement of Receipts and Payments simple and straightforward by following the minimum categories.
View the Miramar and Maupuia Community Trust performance report by clicking here. [PDF, 5.8 MB]
The Karangahape Marae Trust is responsible for the maintenance and stewardship (Kaitiakitanga) of the Marae and assist students in environmental studies to help further this role. We thought this was a good example of how to report the activities that many Marae may have, and also demonstrates the links between their activities and objectives well. They have reported under Tier 4.
View the performance report for Karangahape Marae Trust by clicking here. [PDF, 338 KB]
Oxford Community Families Trust is a charity that provides programmes to mothers and youth teaching crafts and music, as well as providing general support. In preparing their Statement of Receipts and Payments they have taken advantage of the rule that for the first year of reporting no comparative figures are required. We also like how they have included extra notes 5 and 7 to provide additional context to the reader.
View the performance report for Oxford Community Families Trust by clicking here. [PDF, 1.6 MB]
The Reading Revolution aims to facilitate meaningful social contact by providing access to great literature. They run face to face weekly shared reading groups for those who are socially isolated, such as the elderly, prisoners or rough sleepers. The Reading Revolution was the Tier 4 winner of the 2020 Annual Reporting Awards.
View the performance report for The Reading Revolution by clicking here.(external link)
Please tell us about it by e-mailing firstname.lastname@example.org
Click here for more resources for Tier 4 charities to help you create your performance report.