Research Agenda Measuring the Circle Our Research Goals: Describe the Indigenous charitable sector & and its funding economy Compare to the core charitable sector (Canadian charities that are not universities, schools or hospitals) Shape the future relationship between foundations and Indigenous communities   Marilyn Struthers, M. Struthers & Co. May 10, 2017 mstruthers@ryerson.ca

Measuring the Circle: 2016/17 National Data Project: Five indicators of health of the Indigenous charitable sector & funders list Partnered with Powered by Data Framing Philanthropy: An Analysis of the 2013 Indigenous Charitable Sector & Its Funding Economy, Klassen & MacNall Partnered with Carleton University Provincial Focus on Manitoba First provincial examination, refines the key word list & takes a look at definition of “Indigenous Charity” Partnered with UW Winnipeg & Community Foundation of Winnipeg

National Data Project 1,200 key word search of CRA charitable records to identifies “Indigenous-focused” charities Pulls their public data from CRA financial records Sorts to identify their charitable funders Pulls public data from CRA financial records on funders

Charitable Funders of Indigenous-focused (I-f) Charities I-f Charities represent about 1% or 983 of 8,983 Canadian charitable foundations funded in 2013 The average grant size to I-f charities about $1,000 less than for core charities $16,648 I-f to $17,799 core 100 funders give 23+ grants to I-f charities WE have a list! More complete CRA records – so no comparison

5 Indicators of Financial Health Relative to the Core Charitable Sector Are they keeping up? Growth in numbers Are they strong? Revenue & value of the sector % administrative expenditure & rates of employment Is there equity? % of revenue from governments Are they independent? % revenue from gifts & % revenue from fundraising Are they where Indigenous people are? Provincial distribution WE have to find the story in the community to find out if these are the right Q’s – and in the data if these are the rightr measures: Very perliminary…..

Are they keeping up? 2011: 823 Indigenous-focused charities 2013: 847 Consistent at 1% of the Canadian core charitable sector but… 2011 I-f charities grew slightly faster than other charities (12% compared to 9%) over the six years of the study between 2005 and 2011 2013 Between 2009 and 2013, the number of core charities increased very slightly (0.4%), I-f charities decreased (-0.3%) The previous faster growth rate of I-f charities has not been sustained

Are they strong? Revenue overall 2005-2011 Revenue growth in I-f charities rose faster than core charities Revenue increased 75% between those years compared to 44% in the revenue of core charities 2009-2013 Revenue growth for all charities slowed I-f charities’ revenues rose more slowly than the core sector: 23% compared to a 27% increase in revenues of core charities Revenue growth for all charities slowed but the earlier accelerated rate of revenue growth of I-f charities has fallen below that of the core charities

Are they strong? Value of the I-f charitable sector 2011 Value was $1.60B 2013 Value was $1.65B More evidence of slowing revenue growth I-f charities represented about 1.4% of all charity revenue in 2013 compared to 1.6% in 2011

Are they strong? % Admin expense of total revenue 2011 10% (about 2% less that core charities) 2013 12% (about 1% greater than core charities) Improvement in administrative capacity

Are they strong? Employment rates 2011 I-f charities employed slightly fewer staff on average than the core charities 2013 I-f have a slightly higher rates of employment than core charities Almost 12,800 (12,000 in 2011) people are employed full-time and 26,100 (8,500 in 2011) people work part time in I-f charities

Are they strong? Employment rates FTEs: I-f charities’ average FTE = 17 (16 in 2011) Core charities’ average FTE= 15 (18 in 2011) PTEs: I-f charities increase dramatically to an average of 35 (11.5 in 2011) Core charities increased to 20 (15 in 2011) Employment is growing at a faster rate than core charities but largely in part-time employment

Is there equity? Big problem with gifts

Are they independent?

Are they independent?

Are they where the people are Are they where the people are? Measures of Distribution Aboriginal per Capita

Next steps Build out the community of research partners to share the work and build a research community Refine the conversation & methods Replicate & refine provincial partner research Evaluation of effort among the Declaration of Action Signatories