O SlideShare utiliza cookies para otimizar a funcionalidade e o desempenho do site, assim como para apresentar publicidade mais relevante aos nossos usuários. Se você continuar a navegar o site, você aceita o uso de cookies. Leia nosso Contrato do Usuário e nossa Política de Privacidade.
O SlideShare utiliza cookies para otimizar a funcionalidade e o desempenho do site, assim como para apresentar publicidade mais relevante aos nossos usuários. Se você continuar a utilizar o site, você aceita o uso de cookies. Leia nossa Política de Privacidade e nosso Contrato do Usuário para obter mais detalhes.
For almost 20 years, the UK Civil Society Almanac has been published annually by NCVO It is the definitive reference publication for anybody interested in the voluntary sector, and its role in civil society. Most of our data is based on administrative data sources like the Charity Commission register We use a sample of around 10,000 charities’ annual reports, aggregated and weighted to match the sector > due to the time it takes for accounts to be submitted and then analysed, most of our data covers the financial year 2017/18 For workforce and volunteering we draw on official surveys from the ONS and DCMS
Over the past five years, the total number of organisations has been relatively stable. In 2017/18, there were 166,952 voluntary organisations in the UK This includes only those organisations that fall into our ‘general charities’ definition, and excludes registered charities such as housing associations, univiersities and independent schools. However, when we look back at the 2008 financial crisis, we can see that sector saw a fall in numbers by 4% between 2007/08 and 2009/10. The number of organisations remained at those levels but rose again in 2013/14 and have been almost stable since.
The majority of organisations are small and operate locally. Eight in ten organisations have an income of less than £100,000. 77% of them work solely on a local level. While big in numbers, they only make up for 4% of the sectors income and even less of the sector’s total assets (2%)
On the other end of the spectrum, super-major organisations – those with more than £100m income - account for 0.03% of all organisations and for 23% of the sector’s income. Most of those organisations work on a national or international level and are responsible for 30% of the sector’s grant making.
The overall make-up of the sector appears to be shifting towards bigger organisations, with the number of charities with an income of more than £100m increasing in recent years. The number of super-major organisations increase from 33 five years ago to 56 in 2017/18 At the same time, their share of the total income has risen (see the chart on the left side)
However, the detail behind that data is more complex Some of the growth in bigger organisations is linked to a natural expansion of income bands. Income-band classifications have stayed the same, however organisations’ incomes have grown with inflation resulting in movement between income bands. At the same time, some public-sector bodies have moved into the sector and other organisations have grown out of mergers. Even though the share of the sector’s income going to smaller and medium-sized organisations is shrinking, the actual amounts have remained relatively stable (as seen in the right chart)
Bigger organisations are more likely to own buildings and hold some reserves, however, their operating costs are also higher and many of them will now have to consider changes to their workforce. Being big doesn’t save you from economic shocks, although they might have more reserves Higher operating costs, in terms of staff and premises; larger liabilities, such as pensions and loans Examples of big charities reducing numbers of staff National Trust for Scotland announced it is consulting on 400 redundancies St John Ambulance will be making 250 employees due to a shortfall in funding RSPCA to make up to 300 redundancies More than 200 UK jobs could be lost at Oxfam, after the charity’s funding plummeted during the coronavirus pandemic.
Smaller charities are more likely to have lower operating costs or to be solely volunteer led, instability associated with short-term funding streams appears to be a more critical issue and the removal or retention of single funding awards can be the difference between survival and closure. With staff on furlough, they might also have seen governance and operational responsibilities blurring, with trustees having to get more involved. However, lower operating costs might make them more flexible and help through the crisis?
Both total income and spending of the voluntary sector grew in 2017/18, however growth is slowing down. Income was up by £1.2bn to £53.5bn, representing a 2% increase. This is the same as the previous year, but lower than income-growth rates of 3–6% between 2013/14 and 2015/16. Looking back at the financial crisis in 2008, income fell by 4% 2008/09 but bounced back to similar levels of growth from before the crisis in 2012/13
In 2017/18, the public continued to be the largest income source for the sector, representing almost half (47%) of its income Income from the public grew by £1bn to £25.4bn, accounting for 83% of all income growth. This includes an increase of £629m in legacies, accounting for half of the increase in total income, which was largely due to two individual legacies. While donations remained stable, amounting to £8.8bn, earned income from the public grew by 3% to £12.6bn. This includes fees for services such as membership subscriptions and trading activities such as charity shop sales,
The amount of income from government, £15.7bn in 2017/18, has remained largely stable in recent years. But with income from other sources growing, income from government as a proportion of the sector’s total income has fallen almost continuously. Like the previous year, it is at its lowest-ever point of 29% of overall income since the start of the time series.
Net assets grew by 4% to £142bn, marking another record high. This was mainly due to growth in investments and falling liabilities. Investment assets make up two-thirds (67%) of the sector’s total assets. Although they continued to grow (+4%) and accounted for most of the growth in total assets, the increase is smaller than in the last four years when they grew on average by 7%. Grant-making foundations are most dependent on income from investments, it makes up 27% of their income compared to 8% overall
The sector’s level of reserves amounted to £63.5bn, reaching pre-2007/08 financial-crisis levels for the first time. About a quarter (23%) of organisations do not hold any reserves. The level of reserves can also be expressed in terms of the number of months of expenditure they would cover. On average, voluntary organisations hold reserves of around 14.8 months, but only around seven months when grant-making foundations are excluded.
On average, voluntary organisations hold reserves worth seven months of spending However, those figures differ by subsectors ranging from 71 months for research (includes Wellcome Trust which accounts for 34% of the sector’s reserves alone) To village halls with only 2 months of reserves in terms of spending
Since 2010, the number of people working in the voluntary sector has grown almost continuously. In 2019, a total of 909,088 people worked for voluntary organisations, representing almost 3% of the total UK workforce. Spending on staff costs makes up 38% of the sector’s total expenditure
The largest number of voluntary sector employees are working in social work (37%), 15% more than the previous year. Nearly a third of the sector’s workforce are employed in London and the south-east The majority of employees are women making up two-thirds (68%) of the workforce, similar to the public sector (66%) but higher than the private sector (41%) The voluntary sector workforce is slightly older than in other sectors and is predominantly white, with people from BAME backgrounds making up 9% of the workforce, lower than in the public and private sector (both 12%) and the UK as a whole (13%)
Voluntary organisations have a higher proportion of part-time employees than organisations in other sectors 37% of voluntary sector employees working part-time compared to 29% in the public sector and 25% in the private sector The voluntary sector also has the highest proportion of employees on temporary contracts with 8%, compared to the public and private with 7% and 5% The voluntary sector, like the public sector, relies on lower managerial positions more than any other occupation level, with 46% of the sector workforce made up of these positions.
Overall levels of volunteering have remained stable. More than one in five people volunteered at least once a month for a group, club or organisation. This equates to 19.4 million people across the UK 22% of people formally volunteered at least once a month
People aged 65–74 years old are the age group most likely to formally volunteer on a regular basis; more than a quarter (28%) volunteered at least once a month compared to 15–24% for all other age groups. Less regular volunteering is more evenly spread across age groups
Elizabeth outlined in her initial slides, some of the operational challenges facing charities of all sizes. To address these challenges, effective leadership is crucial. This will ensure that boards of trustees and their executive know what to focus on and are clear about their roles and responsibilities. To support with this, we have run 2 webinars on board leadership and key things trustees need to focus on. NCVO’s governance wheel is a great tool to help you develop good governance and effective leadership in your organisation. Completing it will help you understand what shape you board is in and also think about what steps you can take to improve.
It goes without saying that it is crucial that you are aware of the financial support that is available to voluntary sector organisations to help them respond to covid-19. Government guidance provides a useful overview We have done two webinars on financial management and accessing government funds in partnership with Charity Finance Group. One on of these the National Lottery Community Fund spoke about the purpose of their funds and what they are looking for in an application. We have just launched our first online training on writing successful bids. With increased competition for limited funds, organisations are going to need to ensure that they know how to write a successful bid. The reality is that many organisations will be facing financial difficult and possibly insolvency – we recently updated our Knowhow guidance on this. On NCVO Knowhow we also have other guidance and tool to help you manage your finances and understand your income streams
Richard (Sarasin) to talk about Compendium of investment
Staff wellbeing has become a key concern for many organisations during this time. Over the last month or so we have been speaking to voluntary sector organisations from across the sector to find out how they have been managing the wellbeing of their staff. We have developed a blog sharing some of their tips and signposting to useful resources. We recently did hosted a webinar in partnership with our Trusted Supplier Croner addressing issues such as employee rights and furloughing; supporting staff remotely; and ideas for supporting the wellbeing of staff. Most organisations will be going through a period of significant operational change – with restructuring and redundancies being an inevitable for many. Knowing what process you need to follow in making redundancies and creating an environment of psychological safety for staff can be very difficult. To help you with this, at the end of July we are hosting a webinar on this in partnership with our Trusted Supplier, HR Services Partnership.
As has been mentioned, in this ‘new normal’ the way in which people can engage in volunteering has changed and consequently volunteer-involving organisations have had to re-think how they engage and involve volunteers during this crisis. Our blog, provides some inspiration for how VIOs have gone about this. Webinar on 15 July, we will share what volunteering organisations have learned since the lockdown in March. The webinar will explore local and national efforts to tackle covid-19, how organisations have adapted traditional recruitment and induction processes for new volunteers, whilst continuing to engage existing volunteers during the hiatus. This webinar will include content from the National Volunteering Forum held on 18 June 2020. We have a range of guidance on key issues relating to involving volunteers during covid-19 on NCVO Knowhow
NCVO webinar: UK Civil Society Almanac 2020: What the latest data tells us
THE UK CIVIL SOCIETY ALMANAC 2020
What can the latest data tell us about charities’
challenges now and the future?
9 June 2020 | #ncvoAlmanac
Partner and Head of Charities
Sarasin & Partners
THE LATEST DATA AND WHAT IT MEANS FOR THE SECTOR
Topics we will cover
• Size and scope of the sector
• Income and income sources
• Assets and reserves
Based on the Almanac definitions, how big is your
Number of voluntary organisations, 2000/01 to 2017/18
THE NUMBER OF ORGANISATIONS HAS REMAINED RELATIVELY
STABLE OVER THE PAST FIVE YEARS
THE MAJORITY OF ORGANISATIONS ARE SMALL WITH INCOME
OF LESS THAN £100K
3 0.4 0.034
30 28 28
Micro and small Medium Large Major Super-major
Number Income Spending Assets
Proportion of number of organisations, income, spending, assets by size, 2017/18 (%)
THE MAKE-UP OF THE SECTOR IS CHANGING BUT THE REAL
PICTURE IS MORE COMPLEX
Share of total income by size of organisation,
2000/01 to 2017/18 (%)
Micro, small and medium Large Major and super-major
Income by size of organisation, 2000/01 to
2017/18 (£bn, 2017/18 prices)
DOES SIZE MATTER?
Different sized charities will face different challenges
• Still vulnerable to economic shocks
• Higher operating costs and larger liabilities
• Volatile income and short-term funding
• Blurring between governance and operations
For the current financial year, what changes are
you expecting for your total income compared to
your initial budget?
INCOME IS GROWING, BUT MORE SLOWLY THAN IN PREVIOUS
Total income, 2000/01 to 2017/18 (£bn, 2017/18 prices)
THE PUBLIC IS DRIVING OVERALL INCOME GROWTH
Breakdown of income by source over time, 2000/01 to 2017/18 (£bn, 2017/18 prices)
GOVERNMENT INCOME AS A PROPORTION OF TOTAL INCOME IS
AT ITS LOWEST POINT
Income from government as total amount and as proportion of the sector's total income, 2000/01 to 2017/18
(£bn, %, 2017/18 prices)
Amount (£bn) As porportion of total income (%)
HOW CAN CHARITIES PLAN FOR FINANCIAL SUSTAINABILITY?
Financial impact will differ depending on income profiles
Latest NCVO / IoF / CFG / PWC survey:
• Trading income 72% lower than expected
• Voluntary income 14% lower than expected
HOW MIGHT SPENDING DECISIONS CHANGE?
Source: CAF UK Giving
How many reserves do you have in terms of
months of spending?
INVESTMENT ASSETS HAVE RECOVERED BUT GROWTH IS
Nets assets and investments assets, 2000/01 to 2017/18 (£bn, 2017/18 prices)
Total net assets
THE SECTOR’S RESERVES HAVE GROWN BACK TO PRE-FINANCIAL
CRISIS LEVELS OF 2008
Reserves over time, 2000/01 to 2017/18 (£bn, 2017/18 prices)
LEVELS OF RESERVES DIFFER NOTABLY ACROSS DIFFERENT
Level of reserves as months of spending by subsector, 2017/18
Playgroups and nurseries
Law and advocacy
Scout groups and youth clubs
Employment and training
Culture and recreation
HEADING TOWARDS FINANCIAL FRAGILITY?
• Reduction in income from investments
• Use of reserves to cover operational costs
What changes are you expecting for your paid
workforce in the coming 6 months?
THE SECTOR’S WORKFORCE HAS REACHED 900,000 FOR THE
Number of employees in the voluntary sector, September 2009 to June 2019
OVER A THIRD OF THE VOLUNTARY SECTOR WORKFORCE ARE
EMPLOYED IN SOCIAL WORK ACTIVITIES
Proportion of voluntary sector employees by subsector, June 2019 (%)
CHARITIES HAVE A HIGHER PROPORTION OF PART-TIME
EMPLOYEES THAN OTHER SECTORS
Work pattern by sector, June 2019 (%)
THE NUMBER OF EMPLOYEES IS LIKELY TO DECREASE
Have your volunteers been able to continue
LEVELS OF VOLUNTEERING HAVE REMAINED STABLE
Formal volunteering rates, 2001 to 2018/19 (%)
Once a month (old survey) Once a year (old survey) Once a month Once a year
PEOPLE AGED 65–74 ARE THE AGE GROUP MOST LIKELY TO
VOLUNTEER ON A REGULAR BASIS
Proportion of people formally volunteering by age group, 2018/19 (%)
16 to 24 25 to 34 35 to 49 50 to 64 65 to 74 75 and over
At least once in the last year At least once a month
THE WAY IN WHICH PEOPLE VOLUNTEER HAS CHANGED
• NCVO webinars on board leadership during the pandemic and
key things trustees need to focus on
• NCVO’s governance wheel
FINANCIAL SUPPORT AND MANAGEMENT
• Government guidance for voluntary and community
• Webinars and training
• Financial difficulty and insolvency guidance
• Sarasin’s Compendium of Investment
MANAGING AND SUPPORTING YOUR WORKFORCE
• Blog: How to support employee wellbeing during coronavirus
• Webinar: Practical considerations for managing and supporting
• Upcoming webinar: How to manage operational change
• Keeping volunteers engaged during coronavirus
• Webinar: Volunteering in a pandemic – lessons from
• Guidance on involving volunteers during covid-19 NCVO Knowhow