Invercargill Community Connections Charitable Trust Board — Community Development Charity in Invercargill

Invercargill Community Connections Charitable Trust Board is a Trust charity in the Community Development sector, based in Invercargill, Invercargill. CharityData rates this charity B- (71.5/100). Annual revenue: $1.1M NZD. Financial data as at March 2026.

Mission: To develop a fit-for-purpose building that will serve as an integrated Community Hub and enable all South Invercargill communities to feel connected, seen and respected. To provide a safe and welcoming place or opportunity in which our people can stand, learn and grow.

Registration Number
CC58660
Charity Type
Trust
Registration Date
2021-01-14
Status
Active
CharityData Rating
B- (71.5/100)
Sector
Community Development
Location
Invercargill, Invercargill
Email
jjmalcolm@clutha.net
Data as at
March 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$1.1M NZD
Total Expenses
$0.2M NZD
Total Assets
$3.6M NZD
Net Assets
$3.4M NZD
Reserve Months
13.5 months of operating expenses
Staff Count
2
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$1.1M$0.2M$3.4M
2025$1.7M$0.1M$2.4M
2024$0.3M$0.1M-
2023$0.7M$0.0M$0.6M
2022$0.0M-$0.0M

CharityData Rating

Overall Grade
B-
Overall Score
71.5/100
Financial Score
70
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Jesse HallTreasurer2026-09-10
Sharon ReeceTrustee2024-12-01
Craig TaylorTrustee2024-02-08
Chami AbeysingheTrustee2023-07-26
Terence NicholasTrustee2022-06-01
Sharlene ForsytheTrustee2021-06-01
Janette MalcolmChair2020-12-15
Lyndal LudlowDeputy Chairperson2020-12-15

Former Officers (5)

  • Susan Burke — Treasurer (departed 2026-09-11)
  • Mervyn English — Trustee (departed 2025-03-13)
  • Georgia Johnston — Trustee (departed 2023-09-12)
  • Bonnie Mager — Trustee (departed 2022-12-31)
  • Nathan Burdon — Trustee (departed 2021-03-11)

Funding Sources

  • Aotearoa Gaming Foundation — $12,853.83

Similar Charities in Community Development

Community DevelopmentTrust

Invercargill Community Connections Charitable Trust Board

CC58660Invercargill, InvercargillRegistered 14 Jan 2021
Data updated: 4 days ago
Financials6mo agoRating2d ago

Financial data as at March 2026. Sourced from Charities Services register.

B-
72/100
Financial
70
Governance
75
Transparency
65
Revenue

$1.1M

Expenses

$173.5K

Assets

$3.6M

Staff

2

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

To develop a fit-for-purpose building that will serve as an integrated Community Hub and enable all South Invercargill communities to feel connected, seen and respected. To provide a safe and welcoming place or opportunity in which our people can stand, learn and grow.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$1.1M
Total Expenses
$173.5K
Net Assets
$3.4M
Staff
2
employees

Financial Trends

Financial Trends (5 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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
13.5mo
Could operate 13.5 months with zero revenue
Healthy
Fundraising Cost
-
No fundraising data
No data

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

Revenue Diversification

11
Score /100
Highly Concentrated
HHI: 8,925
High Concentration: 94% of revenue from Other
Other94.3%
Investment Income5.7%

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

Peer Comparison

Ranked against 54 peers · Community Development · $1M – $10M

Rating Score
72
#26/55
Revenue
$1.1M
#49/55
Reserve Months
13.5
#1/55
Surplus
$930K
#9/55
Staff Cost %
48%
#55/55

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

B-
2026
Score: 71.5
Financial: 70 | Governance: 75 | Transparency: 65
Current
D+
2025
Score: 53.9
Financial: 74 | Governance: 75 | Transparency: 65

Rating

B-
Score: 71.5/100
Financial
70
Governance
75
Transparency
65
Why this grade: Financial 70 × 40% + Governance 75 × 60% = 73 → 72 after red-flag penalties → B-.
View Full Score Breakdown

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Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC58660
Entity TypeTrust
Registered14 Jan 2021
StatusRegistered

Sector & Activities

Primary Sector
Community Development
Activities
Provides buildings / facilities / open space

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.