presentation Brendon Ward Charities Services The Charities Sector - - PowerPoint PPT Presentation

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presentation Brendon Ward Charities Services The Charities Sector - - PowerPoint PPT Presentation

Sep 02, 2023 377 likes •610 views

General Managers presentation Brendon Ward Charities Services The Charities Sector - Scale Size of the charities sector Total registered charities 26,891 Total asset base $40 billion Total gross income $14.7 billion Government Grants

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General Manager’s presentation

Brendon Ward Charities Services

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Department of Internal Affairs

The Charities Sector - Scale

Size of the charities sector Total registered charities 26,891 Total asset base $40 billion Total gross income $14.7 billion Government Grants $5 billion Total expenditure $13.6 billion Donation tax credit $196 million Full-time paid staff 180,000 Volunteers 448,000

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Department of Internal Affairs

Charities Services

  • Stronger and more resilient communities, and

individuals contributing to and benefiting from the success of their communities

  • Transforming the way government agencies

deliver their services

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Department of Internal Affairs

Goals for 2013:

  • Compliance Maturity
  • Better on line information and services
  • Increased education and advice to

community organisations

  • Register integrity
  • Integration with Internal Affairs
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SLIDE 5

Department of Internal Affairs

Achievements and Changes

  • Elimination of backlog
  • Contact Centre from MBIE to DIA
  • Continued integration with DIA
  • Focus on holistic approach to customers
  • Community housing tax exemption from 2014
  • Changes to financial reporting in 2015
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Department of Internal Affairs

Public is better informed about registered charities

We take pride in what we do:

Public know what information about registered

charities exists

  • Information on the Charities Register now searchable
  • We need you to keep it strong

Transparency:

Information about registered charities is available,

relevant and reliable

  • Clear, useful information available online
  • Right information to support informed decisions
  • New financial reporting standards are a new beginning
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Department of Internal Affairs

Better on line services and Information

  • Open data and advanced search capability continues

to be a valued tool on ‘charities.govt.nz’ website

  • Simplified on-line filing of annual returns on

‘charities.govt.nz’

  • On line analysis and resource options
  • New financial reporting standards to reflect the

financial shape of the sector

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Department of Internal Affairs

Better information about charities

Government agencies are well informed

about the charitable sector and the needs

  • f the public in supporting charities

Inland Revenue is assured that registered

charities qualify for tax exemptions

This knowledge influences policy

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Department of Internal Affairs

Charities Services Education

What have we done?

  • CEO Forums
  • CEO Action Learning

Groups

  • XRB consultation on

Tiers 3 and 4

  • Work with IR engaging

with Marae

  • Maori Land Court

training What will we be doing?

  • XRB Tier 1 & 2

consultation and training for Tier 3 & 4

  • Supporting working with

pacific, ethnic and Maori communities

  • Research to build

understanding of charities needs

  • Research on public trust

and confidence in charities

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Department of Internal Affairs

Regional needs analysis

  • Making it easy and making it work
  • Regional survey to clarify the primary issues

around governance and management in regions

  • Support charities in effective governance and

management practices and capabilities

  • Providing on line tools for charities to self assess and

build their own capability

  • Strengthening resources and information on

‘charities.govt.nz’

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Department of Internal Affairs

Supporting an ‘Online focus’

Resource support via Community Net Local support networks Better telling of stories on new website Understanding of regional capability needs Online self assessment ‘Navigator’

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Department of Internal Affairs

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Department of Internal Affairs

Register Integrity

  • Rules and activities continue to be scrutinised
  • Still receiving over 1200 applications to be

registered annually

  • Working to improve

Annual return filing practice

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Department of Internal Affairs

Judicial Guidance

  • Still waiting on Supreme Court decision on

Greenpeace

  • The Plumbers and Gasfitters decision has

been valuable in developing the law around member societies

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Department of Internal Affairs

Compliance Maturity

Compliance:

We are stronger together Registered charities have the knowledge and

incentives to meet Charities Act requirements

Registered charities comply, and are seen to

comply, with the requirements of the Charities Act

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Department of Internal Affairs

We have an continued focus on charities enforcement because…

Recent media reinforces the message - charities need to deal with fraud

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Department of Internal Affairs

Fraud shuts Streets Ahead trust

A Waitangirua charity aiming to keep teenagers

  • ut of gangs has closed

after being robbed by its business manager. Cannons Creek woman Toni Lorraine Gardener has admitted to stealing $4000 from Streets Ahead 237 while working as its business manager.

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Department of Internal Affairs

Compliance Overview

We use the full force of the law We deter non- compliance through detection We assist you to comply We make compliance simple and straightforward and supply guidance and advice

Registration Education Compliance

Doesn’t want to comply/wilfully negligent Willing to comply Try to comply but don’t always succeed Do not want to comply but will if we pay attention

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Department of Internal Affairs

Whole of Government focus

  • Priority to recognise and detect fraud
  • Arrangements to partner with other agencies
  • Sharing issues of concern with:
  • Serious Fraud Office and
  • Inland Revenue
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Department of Internal Affairs

Building blocks for a stronger sector

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Department of Internal Affairs

Future Focus for Charities

  • System and process improvements
  • User centric focus – communications, website
  • Ensure charities are better connected to

resources/information

  • Focus on filing of Annual Returns
  • Preparation for 2015 reporting regime
  • Review of housing charities
  • Proactive investigations in high risk areas
  • Fully integrated with DIA
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Department of Internal Affairs

Policy changes

  • Financial Reporting Standards for large (more

than $2 million opex) being consulted on now

  • Income Tax Act 2007 – providing clarity

around the tax consequences for deregistered changes

  • Incorporated Societies Act review
  • I April 2015, new reporting and assurance

standards come into force

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Thank you