ConneXu 2020 Trust — Social Services Charity in Te Awamutu
ConneXu 2020 Trust is a Trust charity in the Social Services sector, based in Te Awamutu, Te Awamutu. CharityData rates this charity C- (56/100). Annual revenue: $29.0M NZD. Financial data as at June 2025.
Mission: To provide a range of residential, independent supported living and community supports and services for persons living with an intellectual and/or physical disability including persons who have a sensory disability, psychiatric illness or head injury.
- Registration Number
- CC58180
- Charity Type
- Trust
- Registration Date
- 2020-07-07
- Status
- Active
- CharityData Rating
- C- (56/100)
- Sector
- Social Services
- Location
- Te Awamutu, Te Awamutu
- fern@connexu.nz
- Data as at
- June 2025
Beneficiaries: People with disabilities
Financial Summary
- Total Revenue
- $29.0M NZD
- Total Expenses
- $28.7M NZD
- Total Assets
- $12.4M NZD
- Net Assets
- $6.1M NZD
- Reserve Months
- 1.7 months of operating expenses
- Staff Count
- 294
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $29.0M | $28.7M | $6.1M |
| 2024 | $27.5M | $26.5M | $5.8M |
| 2023 | $24.3M | $23.8M | $4.9M |
| 2022 | $21.5M | $21.1M | $4.4M |
| 2021 | $6.0M | $6.2M | $-0.2M |
CharityData Rating
- Overall Grade
- C-
- Overall Score
- 56/100
- Financial Score
- 52.2
- Governance Score
- 65
- Transparency Score
- 85
Board Members and Officers
Current Officers (10)
| Name | Role | Appointed |
|---|---|---|
| Erica Amon | Trustee | 2024-05-08 |
| Derek Lamb | General Manager | 2021-05-03 |
| Terence Phillips | Trustee | 2020-06-03 |
| Amanda Hockley | Trustee | 2020-06-03 |
| Catherine Blake | Trustee | 2020-06-03 |
| Sylvia Pikari | Trustee | 2020-06-03 |
| Campbell Jull | Trustee | 2020-06-03 |
| Sharon Naylor | General Manager | 2018-07-10 |
| Katherine Shaw | General Manager | 2013-02-14 |
| Fern Ryan | Chief Executive | 2012-08-20 |
Former Officers (4)
- Carina Fraser — Trustee (departed 2025-12-03)
- Murray Mansfield — Trustee (departed 2021-12-08)
- Colleen Joblin — Trustee (departed 2026-02-11)
- Janis Ballantyne — Trustee (departed 2024-05-08)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Key Management Personnel (aggregate) | Senior Executive Officers and Chief Operating Officers | $621,932 | 2025 |
| Key Management Personnel (aggregate) | Senior Executive Officers and Chief Operating Officers | $621,932 | - |
| Board/Governing Body Members (aggregate honoraria) | Trustee/Board Members | $146,994 | - |
| Board/Trustees (aggregate honoraria) | Members of the Governing Body | $146,994 | 2025 |
| Board/Governing Body Members (aggregate honoraria) | Trustee/Board Members | $146,994 | 2025 |
| Erica Amon | Trustee | $2,709 | - |
| Catherine Blake | Trustee (Chairperson) | $1,875 | 2025 |
| Sylvia Pikari | Trustee | $1,080 | - |
| Campbell Jull | Trustee | $1,000 | 2025 |
| Carina Fraser | Trustee | $1,000 | 2025 |
| Colleen Joblin | Trustee | $1,000 | 2024 |
| Terry Phillips | Trustee | $1,000 | 2025 |
| Campbell Jull | Trustee | $1,000 | 2024 |
| Catherine Blake | Trustee | $1,000 | 2024 |
| Amanda Bedford | Trustee | $1,000 | 2025 |
| Sylvia Pikari | Trustee | $1,000 | 2024 |
| Amanda Bedford | Trustee | $1,000 | 2024 |
| Terry Phillips | Trustee | $1,000 | 2024 |
| Erica Amon | Trustee | $1,000 | 2025 |
| Colleen Joblin | Trustee | $1,000 | 2025 |
| Sylvia Pikari | Trustee | $1,000 | 2025 |
| Colleen Joblin | Trustee | $842 | - |
| Carina Fraser | Trustee | $366 | - |
| Colleen Joblin | Trustee | - | 2023 |
| Terry Phillips | Trustee | - | 2023 |
| David Mataira | Chair | - | 2021 |
| Amanda Hockley | Trustee | - | 2023 |
| Catherine Blake | Trustee | - | 2023 |
| Te Aniwa Hurihanganui | Trustee | - | 2021 |
| Aroha Mead | Trustee | - | 2021 |
| Kiri Hannifin | Trustee | - | 2021 |
| Campbell Jull | Trustee | - | 2023 |
| Jan Ballantyne | Trustee | - | 2023 |
| Vui Mark Gosche | Trustee | - | 2021 |
| Campbell Moore | Chief Executive Officer | - | 2021 |
| Sylvia Pikari | Trustee | - | 2023 |
Service Providers
- Baker Tilly Staples Rodway
- ASB Bank
- ASB Bank
- ASB Bank
- Darragh Valuations Ltd
- Darragh Valuations Ltd
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ConneXu 2020 Trust
Financial data as at June 2025. Sourced from Charities Services register.
Reasons to look carefully (1)
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 10. 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.
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.
$29.0M
$28.7M
$12.4M
294
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To provide a range of residential, independent supported living and community supports and services for persons living with an intellectual and/or physical disability including persons who have a sensory disability, psychiatric illness or head injury.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (5 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 9 peers · Social Services · $10M – $50M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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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: 28 September 2026.
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