An insight into charities and giving in Australia

Page 1

An insight into charities and giving in Australia The not-for-profit sector is vast and diverse covering everything from your local tennis club to some of the biggest universities in Australia. There are organisations existing on the smell of an oily rag and others with hundreds of millions of dollars. The Australian Charities and Not-for-profits Commission (ACNC) is the regulatory authority for charities and not-for-profit organisations within Australia. While there are 43,349 charities registered with the ACNC there are more than 600,000 other not-for-profits without charitable status doing good for the community. We don’t have their data but we know they are out there and chances are you or someone you know is involved with or has benefitted from a community organisation. In fact, over 65% of Australians belong to one or more not-for-profits. The data used in our super infographic reflects what we do know based on ACNC data and the Queensland University of Technology’s Australian Centre for Philanthropy and Nonprofit Studies (ACPNS) research.

$150.4B

43,349

charities registered in 2018

39.2%

in total income

with DGR status

Charity breakdown by size

66%

16%

SMALL

annual revenue of under $250,000

MEDIUM

annual revenue of $250,000$1 million

18% LARGE

annual revenue of $1 million or more

FUNDING THE SECTOR When we think of how charities and other not-for-profit organisations are funded, we generally think of donations. In reality, donations only make up a relatively small percentage of charity revenue. Revenue from Government is the primary source of funding followed by revenue from goods and services. However, the smaller the charity the more likely it is to depend on donations for its income. Deductible Gift Recipient (DGR) status is an absolute boon for those organisations which hold it. It means that a donor can claim any donations to that organisation as a tax deduction. In an example of one of the many paradoxes of the not-for-profit sector, the bigger the organisation the more likely it is to have DGR status, so even though the big guns depend less on the goodwill of the community, they are more likely to get it because they can offer the donor a useful receipt at tax time. This section includes financial information from Basic Religious Charities that voluntarily reported finances, as well as charities that did not engage in activities in the 2018 reporting year but reported their finances.

Percentage of charities with DGR by size EXTRA SMALL (<$50k)

25%

SMALL ($50k-$250k) MEDIUM ($250k-$1m)

40%

53%

0

LARGE ($1m-$10m)

61%

VERY LARGE ($10m-$100m) EXTRA LARGE (>$100m)

0

10

0

20

30

50

74%

69%

40

50

60

70

80

100 Total Revenue ($150.4b) by charity size

 Large $20.5b (13.6%)

 Very Large $49.0b (32.6%)

150

 Extra Large $76.3b (50.8%)

 Medium $3.2b (2.1%)

Extra small

 Extra Small $0.2b (0.1%)

Small

 Small $1.2b (0.8%)

Medium 0

500 1000 1500 2000 2500 3000 3500 4000

Revenue sources by charity size ($m) Extra small

Extra Extra small small Extra small Extra small

Extra Extrasmall small

Extra small

Small Small Small Small

Small Small

Small

Small

Medium 0

Medium Medium

500 1000 1500 2000 2500 3000 350

Medium

Medium Medium Medium Medium 0 0 0 0

Large Large

500 1000 1500 2000 2500 3000 3500 4000 4000 500 1000 1500 2000 2500 3000 3500 500 3500 500 10001500 1500 20002500 2500 3000 3500 4000

0

500 1000 1500 2000 2500 3000 3500 4000

Very Verylarge large Extra large Extra large Total Total 00

50000 50,000

100000 100,000

150000 150,000

200000

 Government (inc grants)  Donations and bequests  Goods or services  Investments  Other revenue

Top earners by ACNC category

40B

charities

$36.76B

40B

$2.86B income

10b 20b 30b 40b 50b 60b 70b 80b

LAW ADVOCACY & POLITICS

40B

3331

ENVIRONMENT

80B

10b 20b 30b 40b 50b 60b 70b 80b

80B

40B

176

80B

40B

1462

charities

Phil Education Culture Health Law Housing Envt Social Education Religion 0 Health Phil Housing Culture Social Law Religion Envt EducatiPhionl

SoEcniavlt

Religion 0

charities

HousLinagw

CulHeatluthre

EducatiPhionl

Religion

Social

$4.6B

2871

charities

income

CULTURE & RECREATION

Housing

Religion

SoEcniavlt

HousLinawg

$13.86B

CulHeatultrhe

EducatPhiionl

Religion

Social

Housing

Health

Education

5956

charities

40B

$1.2B

income

$1.26B

Envt

40B

80B

Phil Education Culture Health Law Housing Envt Social Education 0 Religion Health Phil Housing Culture Social Law Religion Envt Phil

80B

0 10b 20b 30b 40b 50b 60b 70b 80b

80B

income

Health

PHILANTHROPIC, INTERMEDIARIES & VOLUNTEERISM PROMOTION

RELIGION

4677

Education

income

10b 20b 30b 40b 50b 60b 70b 80b

SOCIAL SERVICES

$3.16B

$11.66B

income

10b 20b 30b 40b 50b 60b 70b 80b

income

charities

Religion 0

Phil Education Culture Health Law Housing Envt Social

Religion

$73.66B

Social

Housing

Health

Education

charities

CulHeatluthre 0

charities

40B

3736

HousLinagw

3824

80B

10b 20b 30b 40b 50b 60b 70b 80b

80B

40B

charities

10b 20b 30b 40b 50b 60b 70b 80b

80B

8880

DEVELOPMENT & HOUSING

HEALTH

Phil Education Culture Health Law Housing Envt Social Education Religion 0 Health Phil Housing

EDUCATION & RESEARCH

income

income

Uses 2018 data and excludes charities who have withheld data from ACNC registry.

Largest Charities by Revenue 2018 In terms of which individual charities have the highest revenue, those focussed on education are definitely the most cashed-up.

Charities that received the highest donations and bequests 2018 The list of charities which received the highest donations and bequests tells a different story with people more likely to donate towards health-related or social causes.

TYPES OF NOT-FOR-PROFITS While much of the data we have is for charities only, not-for-profits come in many other shapes and forms. To help us understand what is out there we turn 1. Christian Overseas Provident Tutelage Society $619M to CLASSIE, a landmark Our Community Innovation Lab initiative that enables 2. Minderoo systematic classificationFoundation of social sector initiatives and$402M entities: a social sector 3. World Vision Australia $285M taxonomy for Australia and New Zealand. 4. Australian Red Cross Society

$96M

Click to Trust learn more about CLASSIE 5. L.D.S.here Charitable Fund $94M 6. Medecins Sans Frontieres Australia Ltd

$87M

7. Compassion Australia

$84M

8. University of Sydney

$80.9M

9. The Smith Family

$77.5M

Australia Unincorporated 10. LDS Charities Incorporated 11. Judith Neilson Foundation Association Association

$70M Cooperative

$68M A type of entity (incorporated

Not recognised as a 12. The Fred Hollows Incorporated under the Foundation separate legal entity 13. to University the state or territory legislation of Melbourne members associated14. with it. Energy in which they operate. An Origin Foundation Ltd It is a group of people who incorporated association is a 15. The Cancer Council NSW agree to act together as an legal entity separate from its 16. Salvation Army - Eastern organisation and form an individual members. 17. The University of Queensland association.

under the Cooperatives Act $65.8M

19. by Oxfam Australia Company Limited Indigenous 20. Peter Maccallum Cancer Foundation Guarantee Corporation, “Limited by guarantee” Association or means that the liability of Cooperative

$48.5M Organisation

in its home state) which $60M

exists for the benefit of its members.

$57M $56M $53M $51M

18. National Heart Foundation of Australia

$50M $47.3M established through

specific legislation

the company’s members is limited to the amount the members undertake to contribute to the property of the company if it is wound up. The rules of the not-forprofit company will set this amount at zero.

Not-for-profit Aboriginal and Torres Strait Islander organisations can apply to be registered with the Office of the Registrar of Indigenous Corporations (ORIC)

An executive agency, or statutory agency, established as a statutory authority providing them with some degree of independence from the government without being an NGO

Trust

Philanthropic Trust

Public Ancillary Fund

An obligation imposed on a person or other entity (the trustee) to hold property for the benefit of beneficiaries or for a particular purpose.

A trust is a philanthropic trust if it is established for a charitable purpose.

A legal trust which has been endorsed by the Australian Taxation Office as conforming to its Ancillary Fund Guidelines. The public must be able to contribute to the fund.

Private Ancillary Fund A legal trust which has been endorsed by the Australian Taxation Office as conforming to its Ancillary Fund Guidelines.

More info at CLASSIE:

https://www.ourcommunity.com.au/classie

Classification of Social Sector Initiatives and Entities

Agriculture, fisheries & forestry

Animal welfare

Arts and culture

Community development

Economic development

Education

Environment

Health

Human rights

Human services

Information and communications

International relations

Public affairs

Public safety

Religion

Science

Social sciences

Sport and recreation

Unknown or not classified

0

WORKING IN THE SECTOR We are a big sector employing a huge number of Australians, but we also attract an even huger number of volunteers who devote their time and skills to help the hundreds of thousands of not-for-profits in the community. Remember that the figures below ONLY reflect the charities registered with the ACNC.

With the exception of the extra large charities, all charities reported more volunteers than paid staff.

50%

3,608,410

1,272,636 employees

of all charities operate without any paid staff

volunteers

Employee and volunteer breakdown by charity size 0 100000 200000 300000 400000 500000 600000 Extra small

Extra small

Extra small

Extra small

Extra small

Extra small Small

Small

Small

Small

Small Small

Medium

Medium

Medium

Medium

Large

Medium 0 0

Large

Large

Very large

Very large

Very large

Extra large Unknown

Extra large

Extra large

Total Total

Total

Total

Very large

Extra large

500 6010 7020 8030 40 50 600 7010 80 20 30 40 50 60 70 80

0 0

1m 050000

0

2m 100000 50000 0

500 1000 1500 2000 2500 3000 35

100000 200000 300000 400000 500000 600000 100000 200000 300000 400000 500000 600000

0

Large

Medium

0

100k

3m 150000 100000 50000

200K

300K

4m 200000 100000 150000

400K

500K

5m 200000 150000

600K

6m 200000

1000000 2000000 3000000 4000000 5000000 6000000

0 0

1000000 1000000

2000000 2000000

3000000 3000000

4000000 4000000

5000000 5000000

6000000 6000000

 Total number of volunteers  Total number of staff

Number of volunteers for each staff member by charity size

EXTRA SMALL

34.8 volunteers for each staff member

0.4

EXTRA LARGE

1.3

SMALL

23.3

VERY LARGE

LARGE

volunteers for each staff member

6.1

MEDIUM

11.7

volunteers for each staff member

Represents one staff member

WHO GIVES? We have looked at what’s out there in the not-for-profit world and which organisations are the biggest and the richest and who works for the sector, but it’s time to turn our eyes to who gives to the sector. Who is more likely to put their hand in their pocket? Where do they live? What do they do? Source: 2016-17 QUT report

which was a

Australians deducted over

$3.5B

25%

The average donation was

$769.99

as tax deductible donations (2017-17)

increase from 2015/16

Total tax-deductible donations by state of residence $1.3b $1b $750m $500m $250m $0 NSW

VIC

WA

QLD

ACT

SA

TAS

NT

Top 3 states by tax-deductible donations The top three states accounted for 80% of total tax deductible donations made to DGRs in 2016-17.

3. 1. 2.

2. VIC

1. NSW

3. WA

$1.24 billion in tax-deductible donations

$1.01 billion in tax-deductible donations

$572.76 million in tax-deductible donations

1,452,522 donors

1,270,687 donors

433,568 donors

35.72% of national

29.1% of national

15.16% of national

The average donation in NSW is

The average donation in VIC is

The average donation in WA is

$856.35

$797.95

$1189.82

0.46%

0.50%

0.56%

total donated

total donated

which is

total donated

which is

which is

of taxable income

of taxable income

of taxable income

In terms of the Percentage of Donating Taxpayers to Total Taxpayers by State of Residence 40.37% of total taxpayers in the Australian Capital Territory made and claimed tax-deductible donations to DGRs in 2016–17, once again, the highest of all states and territories.

The more one earns the more one claims as a tax-deductable donation.

Donating taxpayers with a taxable income

This represents 2.1 % of their taxable income compared to national average of 0.43%

over $1 million

claim an average tax-deductible donation of

This group represents 16.73% of all tax deductible donations.

$86,341.93

Tax-deductible donations data by sex

2.25 million

2.28 million

31.44%

33.38%

or

95 3.4 0

or

of Australian MALE taxpayers

58 9.0

6

of Australian FEMALE taxpayers

claimed tax-deductible donations.

claimed tax-deductible donations. 10

00

953.40

80

0

589.06

The average tax-deductible donation claimed by 600

800

The average tax-deductible donation claimed by

1000

0

20

40

60

80

100

0

400

60

200

953.40

Australian male taxpayers

40

0

Australian female taxpayers

$953.40 or

0

200

$589.06

20

0

589.06 400

600

800

or

1000

0.43%

20

40

60

80

100

0.41%

0

0

0

0

3.4

of their taxable income

58

9.0

6

95

of their taxable income

80

0

10 00

Tax-deductible donations by occupation

40 0

60

0

TOP 3 donors by occupation 2.

20 0

3.

0

1.

The highest average gift deductions were claimed by Chief Executives and Managing Directors

followed by Authors, Books or Script Editors

and Internal medicine specialists

$5,603.24

$4,034.09

$7,781.56

Authors, Books or Script Editors also had the highest deductible donation to taxable income ratio:

Chief Executives and Managing Directors also had the highest amount claimed as tax deductions in total:

The occupation with the highest percentage of donating taxpayers:

3.92%

$395,380,600

followed by

...and had the third highest deductible donation to taxable income ratio:

Police with

73.86%

claiming a tax-deductible donation

Religious Leaders:

1.44%

1.91%

A very cool database of all deductible gifts claimed between 2006-2017, fully searchable by occupation, can be found here: https://research.qut.edu.au/australian-centre-for-philanthropy-andnonprofit-studies/resources/giving-statistics/

GIVING AROUND THE WORLD Australians like to think of ourselves as a generous lot, but how do we compare to the rest of the world? (Source: 2019 World Giving Index)

% 1 8

Australia ranks eighth in the world

with

68

%

68%

of people participating in donating money

Australia pales in giving comparison to top ranking Myanmar (Burma)

and a GDP of $US76 billion compared to Australia’s GDP of $1.37 trillion

Myanmar (Burma) has a giving rate of

8 1

81%

Australia GDP Myanmar (Burma) GDP

68% 81%

Top 10 countries by participation in donating money (by % of people) 2.

8 %

UNITED KINGDOM 71%

6

7.

10.

IRELAND 69%

CANADA 63%

5.

NETHERLANDS 71%

1.

3.

MYANMAR 81%

MALTA 71%

4.

6.

THAILAND 71%

INDONESIA 69%

8.

AUSTRALIA 68%

9.

NEW ZEALAND 65%

The world’s highest scoring countries over 10 years By % of people who have:  helped a stranger  donated money to a charity  volunteered at an organisation

58%

57%

56%

54%

51%

UK

SRI LANKA

USA

NEW ZEALAND

IRELAND

 72%

 64%

 62%

 60%

 55%

 61%

 65%

 69%

 71%

 50%

 42%

 41%

 38%

 30%

 46%

 49%

 64%

 64%

 53%

 42%

 81%

 68%

 63%

 71%

 69%

 43%

 37%

 37%

 36%

 40%

58%

56%

55%

53%

50%

MYANMAR

AUSTRALIA

CANADA

NETHERLANDS

This infographic is brought to you by:

INDONESIA


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